BURDEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURDEN FOUNDATION (EIN 72-6030712)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349100511
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T09:05:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720454386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L A CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726030712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURD | BusinessNameControlTxt |
| Phone | 2259251120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3592 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD L KILGORE III | PersonNm |
| Person Title | PREDISDENT | PersonTitleTxt |
| Signature | 2022-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEANOARD | PersonFirstNm |
| Person Last | KILGORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE C DUSSEL | PreparerPersonNm |
| PTIN | P01413675 | PTIN |
| Phone | 2259251120 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,126,840 | 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 | $247,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $947,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,827,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $947,129 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,194,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,194,954 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,469 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,469 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,686 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,277 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,842 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $243 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,712 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $539,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $588,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,144,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,876 | CashBOYAmt |
| Cash EOY | $1,052 | CashEOYAmt |
| Cash EOYFMV | $1,052 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $232,030 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $628,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $628,322 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,541 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $8,862,893 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,070,096 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,492,013 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,033 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,109 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,334 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,334 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,104,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,704,813 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,126,840 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $11,104 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $11,104 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,104,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,693,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,104,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,693,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,104,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,704,813 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,104,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $588,993 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,693,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,693,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| METROPOLITAN WEST TOTAL RETURN BOND | P | 2018-04-17 | 2021-12-31 | $175,000 | $167,769 | $7,231 | $7,231 |
| T. ROWE PR SM-CAP STOCK FUND CLASS | P | 2013-12-11 | 2021-12-31 | $200,000 | $118,299 | $81,701 | $81,701 |
| ROYCE PREMIER FUNDS INSTITUTIONAL | P | 2005-04-27 | 2021-03-11 | $1,216,245 | $1,124,799 | $91,446 | $91,446 |
| VANGUARD INTERM-TERM BD IDS ADM | P | 2018-04-17 | 2021-12-31 | $175,000 | $159,130 | $15,870 | $15,870 |
| VANGUARD 500 INDEX FUND | P | 2004-11-04 | 2021-12-31 | $900,000 | $249,686 | $650,314 | $650,314 |
| ROYCE PREMEIR FUNDS INSTITUTIONAL CL | P | 2020-12-10 | 2021-03-11 | $69,506 | $60,538 | $8,968 | $8,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $947,129 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,968 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,904 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,904 | SubtotalAmt |
| Tax Based On Investment Income | $15,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $11,104 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259251120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (14 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| LEONARD L KILGORE III | |||||||||
| II CITY PLAZA 400 CONVENTION ST ST | BATON ROUGE | LA | 70802 | PREDISDENT | 2.00 | $0 | $0 | $0 | |
| ANNETTE D BARTON | |||||||||
| PO BOX 198 | WILSON | LA | 70789 | VICE PRESIDE | 2.00 | $0 | $0 | $0 | |
| G TRIPPE HAWTHORNE | |||||||||
| II CITY PLAZA 400 CONVENTION ST | BATON ROUGE | LA | 70808 | SECRETARY | 2.00 | $0 | $0 | $0 | STE 700 |
| CHRISTOPHER L ODINET | |||||||||
| 830 E BAYOU PARKWAY | LAFAYETTE | LA | 70508 | TREASURER | 2.00 | $0 | $0 | $0 | |
| DR TOM J MEEK | |||||||||
| 1243 GLASGOW AVENUE | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| FRANCES MONROE | |||||||||
| 3412 OLD QUARTER DR | BATON ROUGE | LA | 70809 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JOHN B NOLAND | |||||||||
| NOLAND INVESTMENTS 100 NORTH STREET | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| BRANDON PARLANGE | |||||||||
| 8211 FALSE RIVER ROAD | NEW ROADS | LA | 70760 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| DORSEY PEEK | |||||||||
| 2409 CREEKWOOD DR | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| ANN WILKINSON | |||||||||
| 3142 NORTH RIVER ROAD | PORT ALLEN | LA | 70767 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JULIET M YOUNGBLOOD | |||||||||
| 4700 LINE AVENUE SUITE 109 | SHREVEPORT | LA | 71106 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| STEELE BUCKHOLTZ | |||||||||
| 3142 N RIVER ROAD | PORT ALLEN | LA | 70767 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| WILLIAM SILVIA | |||||||||
| 416 W WOODGATE CT | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| CARLTON MONROE | |||||||||
| 532 LOCUST RUN ROAD | CINCINNATI | OH | 45245 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,098,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,654,192 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,654,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,813 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,434,379 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $721,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $721,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,904 | TotalTaxAmt |
| Distributable Before Adj | $705,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $705,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $705,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $539,252 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $539,252 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $705,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $400,335 | UndistributedIncomePYAmt |
| Qualifying Distributions | $539,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $400,335 | AppliedToYear1Amt |
| Applied To Current Year | $138,917 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $566,898 | UndistributedIncomeCYAmt |
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 | LOUISIANA STATE RURAL LIFE MUESEUM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4560 ESSEN LN | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL ADMINISTRATIVE | GrantOrContributionPurposeTxt |
| Amt | $528,540 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $247,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $947,129 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,194,954 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,194,954 | TotalIncomeProducingActyAmt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| VALERIE M WEBRE CPA | $4,500 | $4,500 |
| LA CHAMPAGNE & CO, LLP | $2,000 | $2,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,999 | EOYBookValueAmt |
| EOYFMV | $4,109 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,070,096 | EOYBookValueAmt |
| EOYFMV | $14,492,013 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHELPS DUNBAR | CategoryTxt |
| Legal Fees | $3,469 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,469 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $1,333 | BOYBookValueAmt |
| EOY Book Value | $1,334 | EOYBookValueAmt |
| EOYFMV | $1,334 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $2,842 | $2,842 | |
| POSTAGE | $166 | $166 | |
| MEETING | $77 | $77 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME TAX PAYABLE | Desc |
| EOY Book Value | $11,104 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UBS FINANCIAL | $42,686 | $42,686 | |
| OUTSIDE CONTRACT SERVICE | $500 | $500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX ON INVESTMENT INCOME | $15,904 | |
| FOREIGN TAXES PAID | $5,267 | $5,267 |
| REGISTRATION FEES | $10 | $10 |
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