ZILPAH COUSINS HUMANE SOCIETY FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZILPAH COUSINS HUMANE SOCIETY FUND (EIN 74-6279093)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-17
- IRS object ID
- 202311079349100016
- Schema version
- 2021v4.1
- 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 Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-17T13:00:36-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746279093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZILPAH COUSINS HUMANE SOCIETY 1562-1115004341 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZILP | BusinessNameControlTxt |
| Phone | 5045867421 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS STREET STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701397727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5045867421 | PhoneNum |
| Signature | 2023-01-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2023-01-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $189,454 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,010 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,010 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,794 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $28,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,804 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,963 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,222 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $741 | 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 |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $45 | 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 Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,741 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,336 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,336 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,077 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,217 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,217 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $95,584 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $65,081 | CorporateBondsBOYAmt |
| Other Investments EOY | $170,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $177,237 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $166,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $182,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $189,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $166,297 | CapitalStockBOYAmt |
| Capital Stock EOY | $182,634 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $166,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $182,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $166,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $182,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $166,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12 | OtherIncreasesAmt |
| Subtotal | $182,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $182,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (106 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2.019 COHEN & STEERS GL INFR-I | 2019-11-22 | 2022-01-12 | $47 | $43 | $4 | $4 | |
| 17.097 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-01-12 | $159 | $166 | -$7 | -$7 | |
| 35.653 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-01-12 | $374 | $384 | -$10 | -$10 | |
| 10.383 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2022-01-12 | $114 | $119 | -$5 | -$5 | |
| 3.871 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-01-12 | $119 | $63 | $56 | $56 | |
| 3.09 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-01-12 | $68 | $70 | -$2 | -$2 | |
| 16.595 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2022-01-12 | $347 | $357 | -$10 | -$10 | |
| 83.179 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-07-30 | 2022-02-04 | $1,439 | $1,429 | $10 | $10 | |
| 146.349 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-02-16 | $1,784 | $1,357 | $427 | $427 | |
| 6.93 COHEN & STEERS GL INFR-I | 2020-07-30 | 2022-02-16 | $158 | $141 | $17 | $17 | |
| 111.385 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-20 | 2022-02-16 | $587 | $467 | $120 | $120 | |
| 5.468 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-02-16 | $163 | $83 | $80 | $80 | |
| 26.425 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-12-22 | 2022-02-16 | $816 | $756 | $60 | $60 | |
| 80.375 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-02-16 | $729 | $781 | -$52 | -$52 | |
| 97.295 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-02-16 | $1,007 | $1,049 | -$42 | -$42 | |
| 23.206 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2022-02-16 | $249 | $266 | -$17 | -$17 | |
| 9.971 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-07-30 | 2022-02-16 | $174 | $171 | $3 | $3 | |
| 18.968 NUANCE MID CAP VALUE - INST | 2020-12-22 | 2022-02-16 | $261 | $261 | |||
| 39.364 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2022-02-16 | $805 | $848 | -$43 | -$43 | |
| 663.861 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-03-18 | $5,915 | $6,453 | -$538 | -$538 | |
| 29.152 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-03-25 | $323 | $270 | $53 | $53 | |
| 14.774 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-03-25 | $437 | $223 | $214 | $214 | |
| 133.191 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-03-25 | $4,049 | $2,862 | $1,187 | $1,187 | |
| 167.971 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-12-22 | 2022-03-25 | $5,281 | $3,157 | $2,124 | $2,124 | |
| 44.531 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-07-30 | 2022-03-25 | $745 | $712 | $33 | $33 | |
| 22.362 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-03-25 | $623 | $366 | $257 | $257 | |
| 90.935 NUANCE MID CAP VALUE - INST | 2020-12-22 | 2022-03-25 | $1,264 | $1,105 | $159 | $159 | |
| 106.887 DFA COMMODITY STRATEGY PORTFOLIO | 2021-07-16 | 2022-05-11 | $637 | $710 | -$73 | -$73 | |
| 35.059 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-20 | 2022-05-11 | $209 | $147 | $62 | $62 | |
| 36.89 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-03-20 | 2022-05-11 | $1,051 | $678 | $373 | $373 | |
| 82.209 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-05-11 | $707 | $799 | -$92 | -$92 | |
| 73.663 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-05-11 | $744 | $794 | -$50 | -$50 | |
| 51.062 NUANCE MID CAP VALUE - INST | 2020-03-20 | 2022-05-11 | $673 | $500 | $173 | $173 | |
| 5.251 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-05-11 | $110 | $119 | -$9 | -$9 | |
| 304.261 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-06-08 | $3,213 | $2,821 | $392 | $392 | |
| 154.271 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-06-13 | $1,535 | $1,663 | -$128 | -$128 | |
| 7.094 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-06-13 | $146 | $160 | -$14 | -$14 | |
| . DFA COMMODITY STRATEGY PORTFOLIO | 2022-06-14 | $4 | $4 | $4 | |||
| 198.108 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-07-14 | $1,989 | $2,136 | -$147 | -$147 | |
| 210.969 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2021-07-16 | 2022-08-01 | $6,116 | $4,459 | $1,657 | $1,657 | |
| 102.595 NUANCE MID CAP VALUE - INST | 2021-07-16 | 2022-08-04 | $1,344 | $1,139 | $205 | $205 | |
| 10.145 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-09-12 | $98 | $94 | $4 | $4 | |
| 12.062 COHEN & STEERS GL INFR-I | 2021-03-16 | 2022-09-12 | $286 | $262 | $24 | $24 | |
| 14.296 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-09-12 | $398 | $216 | $182 | $182 | |
| 16.979 DFA EMERG MKTS EX CHINA CORE EQUITY | 2022-06-08 | 2022-09-12 | $145 | $154 | -$9 | -$9 | |
| 148.963 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2021-07-16 | 2022-09-12 | $4,022 | $5,135 | -$1,113 | -$1,113 | |
| 119.716 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-03-20 | 2022-09-12 | $3,546 | $2,200 | $1,346 | $1,346 | |
| 2.517 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-09-12 | $36 | $32 | $4 | $4 | |
| 41.83 MFS MID CAP GROWTH FUND - I | 2021-07-16 | 2022-09-12 | $1,065 | $1,132 | -$67 | -$67 | |
| 54.25 NUANCE MID CAP VALUE - INST | 2020-03-20 | 2022-09-12 | $702 | $532 | $170 | $170 | |
| 314.012 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-09-13 | $3,115 | $3,385 | -$270 | -$270 | |
| 16.375 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-09-13 | $337 | $370 | -$33 | -$33 | |
| 223.649 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-10-06 | $2,194 | $2,411 | -$217 | -$217 | |
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P | |||||
| CAPITAL GAIN DIVIDENDS | $14,342 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $221 | 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 | TX | 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 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045867421 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70139 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,963 | CompensationAmt |
| 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 | $181,670 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,746 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,746 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $9,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,272 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,077 | 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 | $10,077 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $505 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,077 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $805 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,476 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,476 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $166 | ExcessFromYear3Amt |
| Excess From Year2 | $505 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $805 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUMANE SOCIETY OF SOUTHEAST | BusinessNameLine1Txt |
| Business Name Line2 | TEXAS | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1629 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $8,336 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,336 | 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 | $8,010 | 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 | $20,794 | 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 | 2020 TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,817 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $170,417 | BookValueAmt |
| EOYFMV | $177,237 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $12 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $148 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $37 | $37 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $8 | $8 | $0 |
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