RUTH U FERTEL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUTH U FERTEL FOUNDATION (EIN 71-0879051)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-25
- IRS object ID
- 202332379349100708
- Schema version
- 2022v5.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-25T09:17:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720939710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James E Ryder Jr CPA (APAC) | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Ste 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710879051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth U Fertel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5045669388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James E Ryder Jr | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5045669388 | PhoneNum |
| Signature | 2023-08-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Ryder Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James E Ryder Jr CPA | PreparerPersonNm |
| PTIN | P00849091 | PTIN |
| Phone | 5045669388 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $9,997,315 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $735,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $210,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,735 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $306,250 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,164,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $306,250 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,251,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $516,985 | 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 |
| Taxes Rev And Expnss | $17,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,080 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,336 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,336 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $741,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $741,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $880,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $742,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $371,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,526 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,701 | CashBOYAmt |
| Cash EOY | $46,312 | CashEOYAmt |
| Cash EOYFMV | $46,312 | CashEOYFMVAmt |
| Other Investments BOY | $11,330,656 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,951,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,951,003 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,394,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,997,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,997,315 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,394,357 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,997,315 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,394,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,997,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,394,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,997,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,394,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $371,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,766,047 | SubtotalAmt |
| Other Decreases | $1,768,732 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,997,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Wells Fargo 2680-9070 | P | $217,271 | $291,106 | -$73,835 | -$73,835 |
| Wells Fargo 2680-9070 | P | $1,749,547 | $1,363,895 | $385,652 | $385,652 |
| Wells Fargo 1064-0786 | P | $92,523 | $83,293 | $9,230 | $9,230 |
| Wells Fargo 1064-0786 | P | $104,423 | $119,685 | -$15,262 | -$15,262 |
| Capital Gains Dividends | P | $465 | $465 | $465 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $306,250 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $93 | EsPenaltyAmt |
| Overpayment | $2,632 | OverpaymentAmt |
| Applied To ES Tax | $2,632 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | James E Ryder Jr | IndividualWithBooksNm |
| Phone | 5045669388 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Suite 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | 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 |
|---|---|---|---|---|---|---|---|---|
| Randy Fertel | ||||||||
| 419 Walnut St | New Orleans | LA | 70119 | President, Director | 0.00 | $0 | $0 | $0 |
| James E Ryder Jr | ||||||||
| 935 Gravier St Suite 1401 | New Orleans | LA | 70112 | Sec-Treas., Director | 0.00 | $0 | $0 | $0 |
| Robert W Merrick | ||||||||
| 430 Notre Dame St | New Orleans | LA | 70130 | Director | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 E Cary St | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managers | ServiceTypeTxt |
| Compensation | $120,379 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,607,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,662,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,662,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,931 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,502,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,275 | TotalTaxAmt |
| Distributable Before Adj | $519,832 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $519,832 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $519,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $742,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $742,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $519,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $238,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $285,180 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,837 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,599 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,459 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,085,598 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $742,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $519,832 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $223,004 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,308,602 | 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 | $238,523 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,070,079 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $285,180 | ExcessFromYear4Amt |
| Excess From Year3 | $249,837 | ExcessFromYear3Amt |
| Excess From Year2 | $170,599 | ExcessFromYear2Amt |
| Excess From Year1 | $141,459 | ExcessFromYear1Amt |
| Excess From Current Year | $223,004 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Studio In The Woods | |||||||
| 13401 River Road | New Orleans | LA | 70131 | None | Public Charity | Unrestricted | $2,000 |
| Audubon Nature Institute | |||||||
| 6500 Magazine St | New Orleans | LA | 70118 | None | Public Charity | Unrestricted | $5,000 |
| Birdfoot Festival | |||||||
| 501 Moss St Unit 792139 | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $2,000 |
| Cafe Reconcile | |||||||
| 4631 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $25,000 |
| Dominican Peace Center | |||||||
| 2320 Airport Drive | Columbus | OH | 43219 | None | Public Charity | Unrestricted | $15,000 |
| Edible School NOLA | |||||||
| 300 N Broad St Ste 207 | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $10,000 |
| Goat In The Road Productions | |||||||
| 3164 N Villere St | New Orleans | LA | 70117 | None | Public Charity | Unrestricted | $10,000 |
| Good Shepherd School | |||||||
| 1839 Agriculture St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $25,000 |
| Jesuit High School | |||||||
| 4133 Banks St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $50,000 |
| Junior Achievment GNO Inc | |||||||
| 5100 Orleans Ave | New Orleans | LA | 70124 | None | Public Charity | Unrestricted | $30,000 |
| Kenyon Review | |||||||
| 102 W Wiggins StFinn House | Gambier | OH | 430229623 | None | Public Charity | Unrestricted | $10,000 |
| KIDSMART | |||||||
| 2533 Columbus St Suite 201 | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $5,000 |
| Live Oak Summer Camp | |||||||
| 1240 Moss St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $10,000 |
| Market UmbrellaOrg | |||||||
| 200 Broadway Ste 107 | New Orleans | LA | 70118 | None | Public Charity | Unrestricted | $2,500 |
| Music Inside Out CO National Performance Network | |||||||
| PO Box 56698 | New Orleans | LA | 70156 | None | Public Charity | Unrestricted | $5,000 |
| New Heights Therapy Center | |||||||
| 82302 Holliday Road | Folsom | LA | 70437 | None | Public Charity | Unrestricted | $10,000 |
| New Orleans Jazz Museum | |||||||
| 400 Esplanade Ave | New Orleans | LA | 70116 | None | Public Charity | Unrestricted | $32,500 |
| One Book One New Orleans | |||||||
| PO Box 7607 | New Orleans | LA | 70186 | None | Public Charity | Unrestricted | $1,000 |
| Posse Foundation | |||||||
| 1555 Poydras St Suite 470 | New Orleans | LA | 70112 | None | Public Charity | Unrestricted | $25,000 |
| Son Of A Saint | |||||||
| 2803 Saint Phillip St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $60,000 |
| Southern Foodsway Alliance Barnard Observatory | |||||||
| PO Box 1848 | University | MS | 38677 | None | Public Charity | Unrestricted | $30,000 |
| St Martin's Episcopal School | |||||||
| 225 Green Acres Road | Metairie | LA | 70003 | None | Public Charity | Unrestricted | $20,000 |
| St Mary's Dominican High School | |||||||
| 7701 Wamsley Ave | New Orleans | LA | 70125 | None | Public Charity | Unrestricted | $50,000 |
| St Michael's Special School | |||||||
| 1522 Chipewa Street | New Orleans | LA | 70130 | None | Public Charity | Unrestricted | $30,000 |
| Tennessee Williams Festival | |||||||
| 988 Lafayette St Ste 514 | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $5,000 |
| The New Quorum | |||||||
| 2435 Esplanade Ave | New Orleans | LA | 70119 | None | Public Charity | UnrestrictedUnrestricted | $2,500 |
| UNO Foundation | |||||||
| 2000 Lakeshore Drive | New Orleans | LA | 70148 | None | Public Charity | Unrestricted | $120,000 |
| WWOZ | |||||||
| PO Box 51840 | New Orleans | LA | 70151 | None | Public Charity | Unrestricted | $60,000 |
| Young Aspirations Young Artists | |||||||
| POBox 52617 | New Orleans | LA | 70152 | None | Public Charity | Unrestricted | $5,000 |
| Youth Empowerment Project | |||||||
| 1600 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $20,000 |
| NOCCA Institute | |||||||
| 2800 Chartres St | New Orleans | LA | 70117 | None | Public Charity | UnrestrictedUnrestricted | $10,000 |
| Isodore Newman School | |||||||
| 1903 Jefferson Avenue | New Orleans | LA | 70115 | None | Public Charity | Unrestricted | $20,000 |
| Antenna | |||||||
| 3718 St Claude Ave | New Orleans | LA | 70117 | None | Public Charity | Unrestricted | $2,000 |
| Danny Moses Barker Foundation | |||||||
| 5724 Arts Street | New Orleans | LA | 70112 | None | Public Charity | Unrestricted | $6,000 |
| Louisiana Children's Museum | |||||||
| 15 Henry Clay Ave | New Orleans | LA | 70124 | None | Public Charity | Unrestricted | $10,000 |
| Louis Armstrong Summer Jazz Camp | |||||||
| 124 Rosalyn Park Place | New Orleans | LA | 70131 | None | Public Charity | Unrestricted | $5,000 |
| WWNO | |||||||
| 2000 Lakeshore Drive | New Orleans | LA | 70148 | None | Public Charity | Unrestricted | $6,000 |
| Ella Project | |||||||
| 400 Esplanade Ave | New Orleans | LA | 70116 | None | Public Charity | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $741,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,735 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $306,250 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $516,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $516,985 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth U Fertel CLUT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Ste 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $735,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Wells Fargo-Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,951,003 | BookValueAmt |
| EOYFMV | $9,951,003 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Losses | Desc |
| Amt | $1,768,732 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Service Charge | $36 | $0 | $36 |
| Advisory Fees | $120,379 | $120,379 | $0 |
| Office | $1,300 | $0 | $1,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $7,640 | $7,640 | $0 |
| Excise Tax | $9,440 | $9,440 | $0 |
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