COYPU FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COYPU FOUNDATION (EIN 58-1795856)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349101899
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581795856 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COYPU FOUNDATION TRUST XXXXX3002 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COPY | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-04-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,691,990 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $631,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631,398 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $477,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,575,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $477,896 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $9,762 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,762 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,119,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,119,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $182,652 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $71,473 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $111,179 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,878 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $365 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $365 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,106 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $208,091 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $111,544 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $933,593 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $933,593 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,141,684 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,045,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,035,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $330,667 | CashBOYAmt |
| Cash EOY | $347,226 | CashEOYAmt |
| Cash EOYFMV | $347,226 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $411,172 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $239,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $239,422 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $11,075,930 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,038,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,084,616 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,866,640 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,037,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,990,204 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOYFMV | $30,522 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,684,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,662,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,691,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,684,409 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,662,447 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,684,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,662,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,684,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,662,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,684,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,628 | ExcessRevenueOverExpensesAmt |
| Other Increases | $677 | OtherIncreasesAmt |
| Subtotal | $16,662,458 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,662,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1486.692 FIDELITY INTL INDX | 2019-09-12 | 2025-06-06 | $83,983 | $61,344 | $22,639 | $22,639 | |
| 318.734 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-06-06 | $66,558 | $66,392 | $166 | $166 | |
| 13912.315 SIX CIRCLES INTL UNCON EQ | 2025-06-06 | $180,164 | $155,655 | $24,509 | $24,509 | ||
| 7250.219 SIX CIRCLES INTL UNCON EQ | 2022-04-27 | 2025-06-06 | $93,890 | $70,110 | $23,780 | $23,780 | |
| 747.105 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-09-18 | $172,536 | $155,622 | $16,914 | $16,914 | |
| 1241. JPMORGAN BETABUILDERS JAPAN ETF | 2022-04-27 | 2025-09-18 | $83,575 | $57,598 | $25,977 | $25,977 | |
| 97. JPMORGAN BETABUILDERS CANADA | 2022-04-27 | 2025-09-18 | $8,435 | $6,279 | $2,156 | $2,156 | |
| 410. JPMORGAN BETABUILDERS DEVELO | 2022-04-27 | 2025-09-18 | $23,327 | $21,281 | $2,046 | $2,046 | |
| 9706.553 SIX CIRCLES US UNCONSTR EQ | 2025-09-18 | $193,646 | $174,720 | $18,926 | $18,926 | ||
| 1977.29 FIDELITY 500 INDEX FUND | 2024-11-25 | 2025-10-09 | $462,626 | $411,869 | $50,757 | $50,757 | |
| 758.744 FIDELITY 500 INDEX FUND | 2022-04-27 | 2025-10-09 | $177,523 | $110,261 | $67,262 | $67,262 | |
| 43820.738 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $396,578 | $387,466 | $9,112 | $9,112 | ||
| 7907. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $370,729 | $364,870 | $5,859 | $5,859 | ||
| 1171. VANGUARD MORTGAGE-BACKED SEC | 2024-11-25 | 2025-10-09 | $54,856 | $54,036 | $820 | $820 | |
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P | |||||
| CAPITAL GAIN DIVIDENDS | $206,973 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $477,896 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,388 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,388 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,388 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,476 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,476 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,912 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRIS HALE | ||||||
| 3402 WEST LEDGE CIRCLE | AUSTIN | TX | 78731 | CO-TRUSTEE | 2 | $18,000 |
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 5 | $128,652 |
| TINA FREEMAN | ||||||
| 425 NOTRE DAME ST APT 505 | NEW ORLEANS | LA | 701303965 | CO-TRUSTEE | 2 | $18,000 |
| WILLIAM E CALLIHAN | ||||||
| 6048 MARSHALL FOCH STREET | NEW ORLEANS | LA | 70124 | CO-TRUSTEE | 2 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,844,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,124 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,412,465 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,412,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $336,187 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,076,278 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,103,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,103,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,388 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,388 | TotalTaxAmt |
| Distributable Before Adj | $1,089,426 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $673 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,090,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,090,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,045,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,045,137 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,090,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $933,231 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,045,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $933,231 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $978,193 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PLEASE SEE WEBSITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE WEBSITE | AddressLine1Txt |
| City | SEE WEBSITE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Recipient Email Address | ELIZABETH.M.ARY@JPMORGAN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLY ONLINE APPLICATIONS AT WWW.JPMORGAN.COM/ONLINEGRANTS SEARCH FOR COYPU | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDING IS AVAILABLE FOR QUALIFIED TAX EXEMPT ENTITIES FOR SCIENTIFIC, LITERARY , AND EDUCATIONAL | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OCEAN ALLIANCE INC | ||||||||
| 32 HORTON ST | GLOUCESTER | MA | 01930 | NONE | PC | GENERAL | $20,000 | |
| SHEDD AQUARIUM | ||||||||
| 1200 SOUTH DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL | $15,015 | |
| THE AMERICAN CHESTNUT FOUNDATION | ||||||||
| 50 N MERRIMON AVE STE 115 | ASHEVILLE | NC | 28804 | NONE | PC | GENERAL | $48,680 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $50,000 | |
| PONTCHARTRAIN CONSERVANCY | ||||||||
| P O BOX 6965 | METAIRIE | LA | 70009 | NONE | PC | GENERAL OPERATING | $45,000 | |
| NICHOLIS STATE UNIVERSITY | ||||||||
| PO BOX 2074 | THIBODEAUX | LA | 70310 | NONE | PC | GENERAL | $64,837 | |
| SAVE OUR SPRINGS ALLIANCE INC | ||||||||
| 3201 MENCHACA RD | AUSTIN | TX | 78745 | NONE | PC | GENERAL | $10,000 | |
| ROCKY MOUNTAIN BIRD OBSERVATORY | ||||||||
| 14500 LARK BUNTING LANE | BRIGHTON | CO | 80603 | NONE | PC | GENERAL | $50,000 | DBA BIRD CONSERVANCY OF THE ROCKIES |
| LOVELAND LIVING PLANET AQUARIUM LLP | ||||||||
| 12033 S LONE PEAK PKWY | DRAPER | UT | 84020 | NONE | PC | GENERAL | $5,000 | |
| LSU FOUNDATION | ||||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | PC | GENERAL | $98,500 | |
| FISH AND WILDLIFE FOUNDATION | ||||||||
| P O BOX 11010 | TALLAHASSEE | FL | 32302 | NONE | PC | GENERAL | $50,000 | OF FLORIDA |
| CHIMP HAVEN | ||||||||
| 13600 CHIMPANZEE PL | KEITHVILLE | LA | 71047 | NONE | PC | GENERAL | $40,211 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $20,000 | |
| COALITION TO RESTORE COASTAL | ||||||||
| 6160 PERKINS ROAD STE 225 | BATON ROUGE | LA | 70808 | NONE | PC | GENERAL | $61,425 | LOUISIANA |
| AUDUBON NATURE INSTITUTE | ||||||||
| 6500 MAGAZINE STREET | NEW ORLEANS | LA | 70118 | NONE | PC | GENERAL | $50,000 | |
| PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVE | DALLAS | TX | 75204 | NONE | PC | GENERAL | $50,000 | OF TEXAS INC |
| SOUTH WINGS INC | ||||||||
| 35 HAYWOOD ST STE 201 | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL | $20,000 | |
| COMMON GROUND RELIEF | ||||||||
| 1800 DESLONDE ST | NEW ORLEANS | LA | 70117 | NONE | PC | GENERAL | $44,925 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 1 STATIONERY PLACE | REXBURG | ID | 83441 | NONE | PC | GENERAL | $70,000 | |
| BAT CONSERVATION INTERNATIONAL | ||||||||
| 500 N CAPITAL OF TEXAS HIGHWAY STE | AUSTIN | TX | 78746 | NONE | PC | GRAPHIC | $25,000 | |
| HILL COUNTRY ALLIANCE | ||||||||
| 15315 W HIGHWAY 71 | AUSTIN | TX | 78738 | NONE | PC | GENERAL | $25,000 | |
| WATER INSTITUTE OF THE GULF | ||||||||
| 1156 RIVER RD | Baton Rouge | LA | 70802 | NONE | PC | GENERAL | $70,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $933,593 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $631,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $477,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $9,762 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,119,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,119,056 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 46429B267 ISHARES US TREASURY | $463,707 | $462,572 |
| 83002G702 SIX CIRCLES GLOBAL B | $1,886,345 | $1,829,435 |
| 83002G884 SIX CIRCLES CREDIT O | $441,863 | $462,482 |
| 921937835 VANGUARD TOTAL BOND | $215,310 | $220,803 |
| 92203J407 VANGUARD TOTAL INTL | $1,404,869 | $1,359,242 |
| 92206C771 VANGUARD MORTGAGE-BA | $227,865 | $232,481 |
| 92206C870 VANGUARD INT-TERM CO | $397,486 | $423,189 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 315911727 FIDELITY INTL INDX | $466,484 | $700,804 |
| 315911750 FIDELITY 500 INDEX F | $4,938,933 | $9,751,102 |
| 46641Q217 JPMORGAN BETABUILDER | $473,872 | $672,941 |
| 46641Q225 JPMORGAN BETABUILDER | $370,076 | $531,681 |
| 46641Q233 JPMORGAN BETABUILDER | $310,029 | $336,280 |
| 83002G306 SIX CIRCLES US UNCON | $2,558,387 | $3,516,930 |
| 83002G405 SIX CIRCLES INTL UNC | $1,460,679 | $2,093,590 |
| 46641Q191 JPMORGAN BETABUILDER | $459,894 | $481,288 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | XXX-XX-XXXX IBERIA PAR LA MINERA | Desc |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $30,522 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO INCOME | Desc |
| Amt | $11 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INT-PRODUCTION TAX | Desc |
| Revenue And Expenses Per Books | $1,106 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,106 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $9,762 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,762 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR GRANTS | $673 |
| ROUNDING | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $7,114 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $5,476 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,895 | $6,895 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,983 | $1,983 | $0 |
Comments