BURDEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BURDEN FOUNDATION (EIN 72-6030712)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-09
- IRS object ID
- 202511609349100421
- Schema version
- 2024v5.0
- 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 | 2025-06-09T13:31:49-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | WILLIAM SILVIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2025-05-20 | SignatureDt |
| 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 | WAYNE C DUSSEL | PreparerPersonNm |
| PTIN | P01413675 | PTIN |
| Phone | 2259251120 | PhoneNum |
| Preparation | 2025-05-20 | 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 | $14,454,381 | 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 | $382,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $382,396 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $510,132 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $797,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $510,132 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $892,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $892,528 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,859 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $5,859 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $8,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,402 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,597 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,315 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,202 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,466 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,466 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $382,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,202 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $509,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $841,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,291 | CashBOYAmt |
| Cash EOY | $3,108 | CashEOYAmt |
| Cash EOYFMV | $3,108 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,067,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,576,254 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,449,155 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,334 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,334 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,334 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,075,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,581,480 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,454,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,113 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,185 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,113 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,185 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,070,488 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,580,295 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,070,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,580,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,075,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,581,480 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,070,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $509,807 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,580,295 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,580,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL INT STOCK INDEX FUND | P | 2005-04-27 | 2024-03-14 | $300,000 | $192,208 | $107,792 | $107,792 |
| VANGUARD 500 INDEX FUND ADMIRAL | P | 2004-11-04 | 2024-03-14 | $400,000 | $94,968 | $305,032 | $305,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $510,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,694 | SubtotalAmt |
| Tax Based On Investment Income | $11,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,229 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $11,729 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $35 | EsPenaltyAmt |
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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SILVIA | |||||||||
| 416 W WOODGATE CT | BATON ROUGE | LA | 70808 | PRESIDENT | 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 |
| STEELE BUCKHOLTZ | |||||||||
| 3142 N RIVER ROAD | PORT ALLEN | LA | 70767 | TREASURER | 2.00 | $0 | $0 | $0 | |
| LEONARD L KILGORE III | |||||||||
| II CITY PLAZA 400 CONVENTION ST ST | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $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 | |
| 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 | |
| CARLTON MONROE | |||||||||
| 532 LOCUST RUN ROAD | CINCINNATI | OH | 45245 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| LUKE LABORDE | |||||||||
| 313 ST WOODSTONE COURT | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| SUSAN TURNER | |||||||||
| 630 LOUISIANA AVE | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JAMES POCHE | |||||||||
| 4319 BLUEBONNET BLVD | BATON ROUGE | LA | 70809 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| CHARLES LAMAR III | |||||||||
| PO BOX 66338 | BATON ROUGE | LA | 70896 | 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 | $14,099,866 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,106,065 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,106,065 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $211,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,894,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $694,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $694,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,694 | TotalTaxAmt |
| Distributable Before Adj | $683,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $683,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $683,030 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,825 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $319,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $683,030 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $304,466 | UndistributedIncomePYAmt |
| Qualifying Distributions | $319,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $304,466 | AppliedToYear1Amt |
| Applied To Current Year | $15,359 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $667,671 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | PC | EDUCATION | $254,466 |
| LSU FOUNDATION | |||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | PC | WINDRUSH GARDENS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,466 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $382,396 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $510,132 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $892,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $892,528 | 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 | $6,000 | $6,000 |
| LA CHAMPAGNE & CO, LLP | $2,175 | $2,175 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,576,254 | EOYBookValueAmt |
| EOYFMV | $14,449,155 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHELPS DUNBAR | CategoryTxt |
| Legal Fees | $5,859 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,859 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $1,334 | 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 | $3,203 | $3,203 | |
| POSTAGE | $216 | $216 | |
| MEETING | $1,099 | $1,099 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME TAX PAYABLE | Desc |
| BOY Book Value | $5,113 | BOYBookValueAmt |
| EOY Book Value | $1,185 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL | CategoryTxt |
| Amt | $42,402 | Amt |
| Net Investment Income | $42,402 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $11,694 | ||
| FOREIGN TAXES PAID | $5,597 | $5,597 | |
| REGISTRATION FEES | $10 | $10 |
Comments