ROBERT E ZETZMANN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ROBERT E ZETZMANN FAMILY FOUNDATION (EIN 75-2986397)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-16
IRS object ID
202501679349100500
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-16T08:03:49-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720207210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEPPERMAN EMBOULAS SCHWARTZ & TODARO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11815 CLEARVIEW PARKWAYAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752986397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E ZETZMANN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARK E ZETZMANNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5048336580PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK E ZETZMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5048336580PhoneNum
Signature2025-06-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE M HESS CPAPreparerPersonNm
PTINP01209707PTIN
Phone5048374555PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,900,741FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$56,561DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,561DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$200,491NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$445,565GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$200,491CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$257,052TotalRevAndExpnssAmt
Total Net Invst Incm$257,052TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$44,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$44,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,438OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,438OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,173TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,173TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,398OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,009TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,009TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$173,170ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$173,170ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,179TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,009TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$173,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$18,873ExcessRevenueOverExpensesAmt
Net Investment Income$192,043NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,211CashBOYAmt
Cash EOY$30,586CashEOYAmt
Cash EOYFMV$30,586CashEOYFMVAmt
Prepaid Expenses BOY$3,749PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,692PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,692PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,766,474CorporateStockBOYAmt
Corporate Stock EOY$1,607,380CorporateStockEOYAmt
Corporate Stock EOYFMV$2,710,311CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,055,809CorporateBondsBOYAmt
Corporate Bonds EOY$1,218,458CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,157,152CorporateBondsEOYFMVAmt
Total Assets BOY$2,840,243TotalAssetsBOYAmt
Total Assets EOY$2,859,116TotalAssetsEOYAmt
Total Assets EOYFMV$3,900,741TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,840,243CapitalStockBOYAmt
Capital Stock EOY$2,859,116CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,840,243TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,859,116TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,840,243TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,859,116TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,840,243TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$18,873ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,859,116SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,859,116TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
62.610 SHS VNGRD TOTAL INTL STK ETFP2024-09-242024-10-16$3,975$4,001-$26-$26
15.328 SHS VNGRD TTL BD MKT ADMLP2024-02-12$146$148-$2-$2
136.514 SHS VNGRD S/TRM INVT GR ADMLP2024-11-26$1,410$1,417-$7-$7
149.773 SHS VNGRD TTL INTL BD ETFP2024-08-28$7,318$7,394-$76-$76
1122.390 SHS VNGRD TOTAL INTL STK ETFP2018-10-012024-10-16$71,253$60,648$10,605$10,605
2081.108 SHS VNGRD TTL BD MKT ADMLP2018-10-012024-02-12$19,854$21,516-$1,662-$1,662
12.252 SHS VNGRD S/TRM INVT GR ADMLP2021-02-192024-11-26$127$127$0$0
20.227 SHS VNGRD TTL INTL BD ETFP2024-08-28$1,009$1,070-$61-$61
1038.000 SHS VNGRD TTL STK MKT ETFP2024-10-16$297,861$148,753$149,108$149,108
CAPITAL GAINS DIVIDENDSP$42,612$42,612$42,612
FieldValueIRS element (for citing)
Capital Gain Net Income$200,491CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,669InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,669SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,669TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,692EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,692TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$23OverpaymentAmt
Applied To ES Tax$23AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressZETZMANNFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK E ZETZMANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048336580PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT E ZETZMANN JR
206 VINCENT AVEMETAIRIELA70005DIRECTOR6.00$14,000$0$0
MARK E ZETZMANN
326 DORRINGTON BLVDMETAIRIELA70005DIRECTOR8.00$14,000$0$0
CAROLINE Z CALHOUN
217 BROCKENBRAUGH CTMETAIRIELA70005DIRECTOR6.00$14,000$0$0
ROBERT E ZETZMANN III
417 ARIS AVEMETAIRIELA70005DIRECTOR2.00$2,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,852,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,248AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,890,381TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,890,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,356CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,832,025NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,601MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,601MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,669TaxBasedOnInvestmentIncomeAmt
Total Tax$2,669TotalTaxAmt
Distributable Before Adj$188,932DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$188,932DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$188,932DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$173,170ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$173,170QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,932DistributableAsAdjustedAmt
Undistributed Income PY$172,072UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$173,170QualifyingDistributionsAmt
Applied To Year1$172,072AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,098AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$187,834UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
8900 JOHN W CARPENTER FWYDALLASTX75247NONEPRIVATEMEDICAL RESEARCH$2,500
AUDUBON NATURE INSTITUTE
6500 MAGAZINE STREETNEW ORLEANSLA70118NONEPRIVATEZOO, MUSEUM, PARKS, PRESERVATION & EDUCATIONAL PROGRAMS$2,500
CRIME STOPPERS INC
3300 METAIRIE ROADMETAIRIELA70001NONEPRIVATECITIZENS ORGANIZATION$2,500
EDEN HOUSE
PO BOX 750386NEW ORLEANSLA70175NONEPRIVATECOMMUNITY OUTREACH$2,500
FIRST UNITED METHODIST CHURCH
930 NORTH BLVDBATON ROUGELA70802NONEPRIVATECHURCH$3,500
GREEK ORTHODOX COMMUNITY OF NEW ORLEANS
1200 ROBERT E LEE BLVDNEW ORLEANSLA70122NONEPRIVATECHURCH$1,300
HOLY NAME OF JESUS CHURCH
6200 LASALLE PLACENEW ORLEANSLA70118NONEPRIVATECHURCH$250
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENEW ORLEANSLA70115NONEPRIVATEEDUCATIONAL INSTITUTION$2,500
JESUS PROJECT MINISTRY
8708 NELSON STNEW ORLEANSLA70118NONEPRIVATECOMMUNITY OUTREACH$12,500
LE PETIT THEATRE
616 ST PETER STREETNEW ORLEANSLA70116NONEPRIVATEEDUCATIONAL INSTITUTION$500
LOUISIANA MUSEUM FOUNDATION
1000 BOURBON STREET B429NEW ORLEANSLA70116NONEPRIVATEMUSEUM$5,000
LOUISIANA STATE UNIVERSITY
3139C PATRICK F TAYLOR HALLBATON ROUGELA70803NONEPUBLICEDUCATIONAL INSTITUTION$21,400
METROPOLITAN CRIME COMMISSION
1615 POYDRAS ST 1060NEW ORLEANSLA70112NONEPRIVATECOMMUNITY OUTREACH$10,730
NEW ORLEANS MUSEUM OF ART
1 COLLINS DIBOLL CIRCLENEW ORLEANSLA70179NONEPRIVATEMUSEUM$7,500
ST SIMONS LAND TRUST
PO BOX 24615ST SIMONS ISLANDGA31522NONEPRIVATEPRESERVATION$2,500
NEW ORLEANS WOMENS SHELTER
2020 S LIBERTY STNEW ORLEANSLA70113NONEPRIVATECOMMUNITY OUTREACH$10,000
OGDEN MUSEUM
925 CAMP STREETNEW ORLEANSLA70130NONEPRIVATEMUSEUM$1,000
PHILOPTOCHOS ANGEL TREE
126 EAST 37TH STNEW YORKNY10016NONEPRIVATECOMMUNITY OUTREACH$300
PLEASE FOUNDATION
PO BOX 9223METAIRIELA70005NONEPRIVATEEDUCATIONAL SUPPORT$12,920
SECOND HARVEST FOOD BANK
700 EDWARD AVEHARAHANLA70123NONEPRIVATEFAMILY SERVICESFAMILY SERVICES$5,000
SOUTHERN METHODIST UNIVERSITY
P O BOX 750402DALLASTX75275NONEPRIVATEEDUCATIONAL INSTITUTION$1,500
ST JUDE'S CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPRIVATEMEDICAL RESEARCH$100
ST MICHAEL'S SCHOOL
1522 CHIPPEWA STREETNEW ORLEANSLA70130NONEPRIVATEEDUCATIONAL INSTITUTION$1,000
THE BRIGHT SCHOOL
1600 CONSTANCE STREETNEW ORLEANSLA70130NONEPRIVATEEDUCATION PROGRAMS$1,000
THE HISTORIC NEW ORLEANS COLLECTION
533 ROYAL STREETNEW ORLEANSLA70130NONEPRIVATEMUSEUM$5,000
TULANE UNIVERSITY
1555 POYDRAS STREET STE 1000NEW ORLEANSLA70112NONEPRIVATEEDUCATIONAL INSTITUTION$20,000
UNITED WAY FOR GREATER NEW ORLEANS AREA
2515 CANAL STNEW ORLEANSLA70119NONEPRIVATEFAMILY SERVICES & COMMUNITY OUTREACH PROGRAMS$17,920
VOLUNTEERS OF AMERICA
4152 CANAL STREETNEW ORLEANSLA70119NONEPRIVATECOMMUNITY OUTREACH$2,500
WAKE
4035 WASHINGTON AVENEW ORLEANSLA70125NONEPRIVATECOMMUNITY OUTREACH$2,500
FTW BOOSTER CLUB
7301 HAMPSON STNEW ORLEANSLA70118NONEPRIVATEEDUCATIONAL SUPPORT$3,000
HOGS FOR THE CAUSE
PO BOX 792300NEW ORLEANSLA70179NONEPRIVATECOMMUNITY OUTREACH$250
LEUKEMIA & LYMPOMA SOCIETY
3 INTERNATIONA DRIVE STE 200RYE BROOKNY10573NONEPRIVATEMEDICAL RESEARCH$250
LOUISIANA SPCA
1700 MARDI GRAS BLVDNEW ORLEANSLA70114NONEPRIVATEANIMAL SHELTER$250
LSU HEALTH FOUNDATION
2000 TULANE AVE 4TH FLOORNEW ORLEANSLA70112NONEPUBLICMEDICAL RESEARCH$2,500
PRO VISION
2656 SOUTH LOOP WEST STE 650HOUSTONTX77054NONEPRIVATECOMMUNITY OUTREACH$5,500
ST CHARLES AVENUE BAPTIST CHURCH
7100 ST CHARLES AVENEW ORLEANSLA70118NONEPRIVATECHURCH$2,500
STAIR
1545 STATE STREETNEW ORLEANSLA70118NONEPRIVATEEDUCATIONAL INSTITUTION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$173,170TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$56,561ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$200,491ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$257,052ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$257,052TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME MUTUAL FUNDSBondNm
EOY Book Value$1,218,458EOYBookValueAmt
EOYFMV$1,157,152EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY MUTUAL FUNDSStockNm
EOY Book Value$1,607,380EOYBookValueAmt
EOYFMV$2,710,311EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSE AND FILING FEESDesc
Revenue And Expenses Per Books$1,398RevenueAndExpensesPerBooksAmt
Net Investment Income$1,398NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MGMT FEES$11,275$11,275$0
BANK CHARGES$163$163$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,116$2,116$0
FEDERAL TAXES$1,057$1,057$0

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