ROY AND M PERMENTER CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND M PERMENTER CHARITABLE TR (EIN 76-0694948)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202531199349101958
- Schema version
- 2024v5.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T15:01:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760694948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY AND M PERMENTER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERM | BusinessNameControlTxt |
| Phone | 5045992191 | 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 | VP TRUST OFFICE | PersonTitleTxt |
| Phone | 5045992191 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2025-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $464,201 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,395 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,563 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,395 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $229 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $31,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,120 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,875 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | 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 | $8,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,274 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,350 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $418,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $424,511 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $446,851 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $439,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $441,861 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $464,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $439,203 | CapitalStockBOYAmt |
| Capital Stock EOY | $441,861 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $439,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $441,861 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $439,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $441,861 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $439,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $80 | OtherIncreasesAmt |
| Subtotal | $441,861 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $441,861 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 96.435 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2024-02-02 | $974 | $1,040 | -$66 | -$66 | |
| 75.851 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2024-02-02 | $735 | $881 | -$146 | -$146 | |
| 21.826 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2024-02-02 | $459 | $493 | -$34 | -$34 | |
| 20.347 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2024-02-02 | $373 | $438 | -$65 | -$65 | |
| 79.653 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2024-02-02 | $1,459 | $1,743 | -$284 | -$284 | |
| 275.656 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-19 | 2024-02-26 | $2,310 | $2,679 | -$369 | -$369 | |
| 585.643 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2024-02-26 | $5,874 | $6,313 | -$439 | -$439 | |
| 362.013 CAUSEWAY EMERGING MARKETS FUND - INST | 2023-01-24 | 2024-03-14 | $3,812 | $3,942 | -$130 | -$130 | |
| 164.87 COHEN & STEERS GL INFR-I | 2021-03-16 | 2024-03-14 | $3,609 | $3,579 | $30 | $30 | |
| 76.134 DFA EMERG MKTS EX CHINA CORE EQUITY | 2022-06-08 | 2024-03-14 | $772 | $692 | $80 | $80 | |
| 10.238 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-19 | 2024-03-14 | $86 | $100 | -$14 | -$14 | |
| 39.542 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2024-03-14 | $397 | $426 | -$29 | -$29 | |
| 47.849 FIDELITY INTERM TRS BD-INS PR | 2022-07-14 | 2024-03-14 | $456 | $528 | -$72 | -$72 | |
| 3. ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2024-02-26 | 2024-03-14 | $154 | $153 | $1 | $1 | |
| 26.82 T ROWE PRICE INTERNATIONAL DISCOVERY - I | 2021-07-15 | 2024-03-14 | $1,739 | $2,195 | -$456 | -$456 | |
| 10.115 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2024-03-14 | $212 | $229 | -$17 | -$17 | |
| 52.431 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2024-03-14 | $949 | $1,129 | -$180 | -$180 | |
| 42.417 LAZARD INTERNATIONAL EQUITY PORT - INST | 2023-12-07 | 2024-04-04 | $719 | $688 | $31 | $31 | |
| 1334.349 LAZARD INTERNATIONAL EQUITY PORT - INST | 2023-01-24 | 2024-04-04 | $22,631 | $17,414 | $5,217 | $5,217 | |
| 320.842 FIDELITY INTERM TRS BD-INS PR | 2023-05-12 | 2024-05-16 | $3,048 | $3,189 | -$141 | -$141 | |
| 30.718 AB LARGE CAP GROWTH ADVISOR CLASS | 2021-11-05 | 2024-08-09 | $3,199 | $3,081 | $118 | $118 | |
| 50.448 CAUSEWAY EMERGING MARKETS FUND - INST | 2023-01-24 | 2024-08-09 | $563 | $490 | $73 | $73 | |
| 17.27 COHEN & STEERS GL INFR-I | 2021-03-16 | 2024-08-09 | $410 | $375 | $35 | $35 | |
| 2.691 MACQUARIE SMALL CAP CORE FUND - INS | 2020-03-20 | 2024-08-09 | $77 | $41 | $36 | $36 | |
| 57.678 DFA EMERG MKTS EX CHINA CORE EQUITY | 2022-06-08 | 2024-08-09 | $601 | $524 | $77 | $77 | |
| 1.4 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-19 | 2024-08-09 | $12 | $14 | -$2 | -$2 | |
| 8.486 FEDERATED HERMES INTL LEADERS CL IS | 2024-04-04 | 2024-08-09 | $319 | $321 | -$2 | -$2 | |
| 187.949 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2024-08-09 | $1,934 | $2,026 | -$92 | -$92 | |
| 179.37 FIDELITY INTERM TRS BD-INS PR | 2023-05-12 | 2024-08-09 | $1,765 | $1,772 | -$7 | -$7 | |
| 7. ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2023-05-30 | 2024-08-09 | $367 | $354 | $13 | $13 | |
| 8.507 CLEARBRIDGE LARGE CAP VALUE I | 2021-11-05 | 2024-08-09 | $355 | $350 | $5 | $5 | |
| 1.25 MFS MID CAP GROWTH FUND - I | 2022-08-01 | 2024-08-09 | $38 | $32 | $6 | $6 | |
| 3. SPDR GOLD TR GOLD SHS | 2022-05-12 | 2024-08-09 | $674 | $514 | $160 | $160 | |
| 48.569 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2024-08-09 | $1,035 | $1,097 | -$62 | -$62 | |
| 165.91787 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2024-08-09 | $3,086 | $3,574 | -$488 | -$488 | |
| 25.31913 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2024-08-09 | $471 | $545 | -$74 | -$74 | |
| 221.659 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-19 | 2024-09-06 | $1,924 | $2,155 | -$231 | -$231 | |
| 134.167 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2024-09-06 | $1,394 | $1,446 | -$52 | -$52 | |
| 221.108 CAUSEWAY EMERGING MARKETS FUND - INST | 2023-01-24 | 2024-10-07 | $2,713 | $2,143 | $570 | $570 | |
| 72.834 FEDERATED HERMES INTL LEADERS CL IS | 2024-04-04 | 2024-10-07 | $2,850 | $2,751 | $99 | $99 | |
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P | |||||
| CAPITAL GAIN DIVIDENDS | $17,938 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,395 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $351 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $351 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $172 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $179 | 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 | 5043545363 | 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 | 701397727 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
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 | 701397727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,500 | 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 | $451,640 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $465,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,471 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,924 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,924 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $351 | TotalTaxAmt |
| Distributable Before Adj | $22,573 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,573 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,573 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,925 | 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 | $22,925 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,905 | 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 | $22,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,905 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,020 | 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 | $1,553 | 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 | JEAN MONCLA VP TRUST OFFICER HA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3928 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777043928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4098801415 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE FOR APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE NEEDY OF JEFFERSON COUNTY, TEXAS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASA OF SOUTHEAST TEXAS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2449 CALDER AVE | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | 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 | $9,725 | 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 | $21,395 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,349 | 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 | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | 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 | $424,511 | BookValueAmt |
| EOYFMV | $446,851 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFF | Desc |
| Amt | $80 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $121 | Amt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $53 | $53 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $47 | $47 | $0 |
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