HENDRICK FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENDRICK FAMILY FOUNDATION (EIN 26-3299497)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-27
- IRS object ID
- 202412409349100101
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-27T03:35:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720398470 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD MCELROY & VESTAL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 NORTH 18TH STREET SUITE 300 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263299497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRICK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 3183232549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3366 DEBORAH DRIVE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S HENDRICK JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3183232549 | PhoneNum |
| Signature | 2024-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA D MITCHAM | PreparerPersonNm |
| PTIN | P00423155 | PTIN |
| Phone | 3183883108 | PhoneNum |
| Preparation | 2024-08-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $874,448 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $23,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,491 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,266 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,266 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $76,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,549 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $631 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,309 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $109,373 | CashBOYAmt |
| Cash EOY | $21,580 | CashEOYAmt |
| Cash EOYFMV | $21,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $158,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $147,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $224,050 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $575,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $628,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $842,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $747,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $874,448 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,382,596 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,287,465 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$539,681 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$539,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $842,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $747,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $842,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $747,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $842,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $747,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $747,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES - SCHWAB 3925 | P | $501,693 | $458,845 | $42,848 | $42,848 |
| SALE OF PUBLICLY TRADED SECURITIES - SCHWAB 8438 | P | $48,224 | $48,963 | -$739 | -$739 |
| SALE OF PUBLICLY TRADED SECURITIES - SCHWAB 8438 | P | $37,311 | $26,358 | $10,953 | $10,953 |
| CAPITAL GAINS DIVIDENDS | P | $204 | $204 | $204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,266 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $130 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT S HENDRICK JR | IndividualWithBooksNm |
| Phone | 3183232549 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3366 DEBORAH DRIVE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 712012151 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT S HENDRICK JR | ||||||||
| 3366 DEBORAH DRIVE | MONROE | LA | 71201 | PRESIDENT, TREASURER | 0.00 | $0 | $0 | $0 |
| LOIS VIRGINIA HADDAD | ||||||||
| 1904 ISLAND DRIVE | MONROE | LA | 71201 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSEPH HADDAD | ||||||||
| 1904 ISLAND DRIVE | MONROE | LA | 71201 | SECRETARY | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $878,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $927,460 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $927,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,912 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $913,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,677 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,677 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $922 | TotalTaxAmt |
| Distributable Before Adj | $44,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $160,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $47,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,018 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,763 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $346,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,776 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $462,362 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $47,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $415,031 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,018 | ExcessFromYear4Amt |
| Excess From Year3 | $64,763 | ExcessFromYear3Amt |
| Excess From Year2 | $83,194 | ExcessFromYear2Amt |
| Excess From Year1 | $97,280 | ExcessFromYear1Amt |
| Excess From Current Year | $115,776 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT S HENDRICK JR | ContributingManagerNm |
| Contributing Manager | LOIS VIRGINIA HADDAD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCO - A COMMUNITY RESOURCE | ||||||
| 901 FOURTH STREET | MONROE | LA | 71210 | PUBLIC | CIVIC | $15,000 |
| CAROLINE DORMAN FOUNDATION | ||||||
| 216 CAROLINE DORMAN ROAD | SALINE | LA | 71070 | PUBLIC | CIVIC | $15,000 |
| COVENANT PRESBYTERIAN CHURCH | ||||||
| 1901 MILTON STREET | MONROE | LA | 71201 | PUBLIC | CHARITABLE | $20,000 |
| FIRST BAPTIST CHURCH OF SHEVEPORT | ||||||
| 543 OCKLEY DRIVE | SHREVEPORT | LA | 71106 | PUBLIC | CHARITABLE | $5,000 |
| FOOD BANK OF NE LOUISIANA | ||||||
| 4600 CENTRAL AVENUE | MONROE | LA | 71203 | PUBLIC | CHARITABLE | $10,000 |
| HOLY ANGELS | ||||||
| 10450 ELLERBE ROAD | SHREVEPORT | LA | 71106 | PUBLIC | CHARITABLE | $20,000 |
| HUMANE SOCIETY ADOPTION CENTER | ||||||
| 920 FREIGHT DRIVE | MONROE | LA | 71203 | PUBLIC | CHARITABLE | $2,000 |
| LEARNING TECHQUEST SCHOOL | ||||||
| 2401 OLIVER ROAD | MONROE | LA | 71201 | PUBLIC | EDUCATIONAL | $2,000 |
| LIFE CHOICES | ||||||
| 2007 ROSELAWN AVENUE | MONROE | LA | 71201 | PUBLIC | CHARITABLE | $5,000 |
| LINCOLN PARISH MUSEUM & HISTORICAL SOCIETY | ||||||
| 609 NORTH VIENNA STREET | RUSTON | LA | 71270 | PUBLIC | CIVIC | $15,000 |
| LOUISIANA PUBLIC BROADCASTING | ||||||
| 7733 PERKINS ROAD | BATON ROUGE | LA | 70810 | PUBLIC | CIVIC | $10,000 |
| LOUISIANA TECH UNIV FOUNDATION | ||||||
| PO BOX 3183 | RUSTON | LA | 71272 | PUBLIC | EDUCATIONAL | $6,400 |
| MONROE SYMPHONY ORCHESTRA | ||||||
| PO BOX 4353 | MONROE | LA | 71211 | PUBLIC | CIVIC | $5,000 |
| NE LA CHILDREN'S MUSEUM | ||||||
| 323 WALNUT ST | MONROE | LA | 71201 | PUBLIC | CHARITABLE | $5,000 |
| PAWS OF NELA | ||||||
| PO BOX 15432 | MONROE | LA | 71207 | PUBLIC | CHARITABLE | $1,000 |
| SOS PETS OF OUACHITA | ||||||
| PO BOX 2991 | WEST MONROE | LA | 71294 | PUBLIC | CHARITABLE | $1,000 |
| ST PAUL'S UNITED METHODIST CHURCH | ||||||
| 1901 LEXINGTON AVENUE | MONROE | LA | 71201 | PUBLIC | CHARITABLE | $10,000 |
| STRAUSS LITTLE THEATRE | ||||||
| 1300 LAMY LANE | MONROE | LA | 71201 | PUBLIC | CHARITABLE | $2,500 |
| THE SALVATION ARMY USA | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | PUBLIC | CHARITABLE | $5,000 |
| UNION MUSEUM OF HISTORY & ART | ||||||
| 211 N MAIN STREET | FARMERVILLE | LA | 71241 | PUBLIC | CIVIC | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,266 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $76,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $147,962 | EOYBookValueAmt |
| EOYFMV | $224,050 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | FMV | $267,714 | $321,686 |
| FIXED INCOME SECURITIES | FMV | $310,528 | $307,132 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $8,549 | Amt |
| Net Investment Income | $8,549 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES PAID FOR 2022 | $109 | $0 | $0 |
| EXCISE TAXES PAID FOR 2023 | $800 | $0 | $0 |