MARIE M POUCHER & RUDYARD M POUCHER TR UW: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARIE M POUCHER & RUDYARD M POUCHER TR UW (EIN 11-6418024)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-12-06
- IRS object ID
- 202243409349100209
- Schema version
- 2021v4.1
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-06T12:00:30-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116418024 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POUCHER CHARITABLE TRUST UW 15110-1120003789 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POUC | BusinessNameControlTxt |
| Phone | 5045867421 | 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 | TRUSTEE | PersonTitleTxt |
| Phone | 5045867421 | PhoneNum |
| Signature | 2022-12-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2022-12-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $855,750 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,687 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,687 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $416,105 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,229 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $66,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,916 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,795 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,346 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,449 | 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 | $465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $432 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $432 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | 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 |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,929 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,939 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,929 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,549 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,586 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $583,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $614,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $841,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $597,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $629,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $855,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $597,480 | CapitalStockBOYAmt |
| Capital Stock EOY | $629,414 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $597,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $629,414 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $597,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $629,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $597,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,912 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76 | OtherIncreasesAmt |
| Subtotal | $629,468 | SubtotalAmt |
| Other Decreases | $54 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $629,414 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1843.626 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-19 | 2021-01-20 | $10,269 | $7,762 | $2,507 | $2,507 | |
| 37. ISHARES S&P MIDCAP 400 INDEX FUND | 2020-12-22 | 2021-01-20 | $9,083 | $8,442 | $641 | $641 | |
| 30. ISHARES S&P MIDCAP 400 INDEX FUND | 2019-01-22 | 2021-01-20 | $7,365 | $5,368 | $1,997 | $1,997 | |
| 23. ISHARES S&P MID-CAP 400 GROWTH ETF | 2020-03-19 | 2021-01-20 | $1,780 | $914 | $866 | $866 | |
| 41. ISHARES TR RUSSELL 2000 INDEX FD | 2020-03-19 | 2021-01-20 | $8,780 | $4,198 | $4,582 | $4,582 | |
| 84. ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2020-11-18 | 2021-02-02 | $5,139 | $5,153 | -$14 | -$14 | |
| 619. ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2019-11-18 | 2021-02-02 | $37,873 | $34,904 | $2,969 | $2,969 | |
| 164. VANGUARD SHORT TERM GOV'T BD ETF | 2020-11-18 | 2021-02-02 | $10,093 | $10,174 | -$81 | -$81 | |
| 1063. VANGUARD SHORT TERM GOV'T BD ETF | 2020-01-07 | 2021-02-02 | $65,418 | $64,429 | $989 | $989 | |
| 79. VANGUARD SHORT TERM CORP BD ETF | 2020-11-18 | 2021-02-02 | $6,558 | $6,555 | $3 | $3 | |
| 533. VANGUARD SHORT TERM CORP BD ETF | 2020-01-07 | 2021-02-02 | $44,246 | $41,805 | $2,441 | $2,441 | |
| 152. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2020-11-18 | 2021-02-02 | $10,477 | $10,628 | -$151 | -$151 | |
| 936. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2020-01-07 | 2021-02-02 | $64,517 | $59,317 | $5,200 | $5,200 | |
| 19. VANGUARD SECURITY | 2020-11-18 | 2021-02-02 | $1,027 | $1,029 | -$2 | -$2 | |
| 122. VANGUARD SECURITY | 2020-01-07 | 2021-02-02 | $6,595 | $6,461 | $134 | $134 | |
| 148. BANK OF AMERICA CORPORATION COM | 2020-03-27 | 2021-02-05 | $4,807 | $3,541 | $1,266 | $1,266 | |
| 51. BANK OF AMERICA CORPORATION COM | 2020-01-07 | 2021-02-05 | $1,656 | $1,736 | -$80 | -$80 | |
| 4. COSTCO WHOLESALE CORP | 2020-03-27 | 2021-02-05 | $1,422 | $1,205 | $217 | $217 | |
| 1. COSTCO WHOLESALE CORP | 2019-12-06 | 2021-02-05 | $356 | $296 | $60 | $60 | |
| 35. JABIL CIRCUIT INC | 2020-08-25 | 2021-02-05 | $1,560 | $1,182 | $378 | $378 | |
| 13. MOLINA HEALTHCARE | 2020-03-27 | 2021-02-05 | $2,638 | $1,750 | $888 | $888 | |
| 6. MOLINA HEALTHCARE | 2020-01-07 | 2021-02-05 | $1,218 | $817 | $401 | $401 | |
| 12. T-MOBILE US INC | 2020-03-27 | 2021-02-05 | $1,513 | $990 | $523 | $523 | |
| 51. WILLIAMS COS INC DEL COM | 2020-08-25 | 2021-02-05 | $1,120 | $1,085 | $35 | $35 | |
| 27. TECHNIP ENERGIES N V SPONSORED ADR | 2021-02-16 | 2021-03-10 | $399 | $374 | $25 | $25 | |
| .8 TECHNIP ENERGIES N V SPONSORED ADR | 2021-02-16 | 2021-04-09 | $11 | $11 | |||
| 19. APPLE COMPUTER INC COM | 2020-03-27 | 2021-05-13 | $2,382 | $1,186 | $1,196 | $1,196 | |
| 9. BIOGEN IDEC INC | 2020-03-27 | 2021-05-13 | $2,516 | $2,770 | -$254 | -$254 | |
| 3. INTUITIVE SURGICAL | 2020-03-05 | 2021-05-13 | $2,460 | $1,702 | $758 | $758 | |
| 21. J P MORGAN CHASE & CO COM | 2020-03-27 | 2021-05-13 | $3,385 | $1,634 | $1,751 | $1,751 | |
| 17. KIMBERLY CLARK CORP COM | 2020-08-25 | 2021-05-13 | $2,285 | $2,481 | -$196 | -$196 | |
| 10. MARKETAXESS | 2020-03-27 | 2021-05-13 | $4,509 | $3,565 | $944 | $944 | |
| 13. MICROSOFT CORP COM | 2020-03-27 | 2021-05-13 | $3,165 | $1,946 | $1,219 | $1,219 | |
| 28. MONSTER BEVERAGE CORP | 2020-10-28 | 2021-05-13 | $2,509 | $2,209 | $300 | $300 | |
| 31. PACCAR INC COM | 2020-03-27 | 2021-05-13 | $2,897 | $2,029 | $868 | $868 | |
| 26. SOUTHWEST AIRLS CO COM | 2020-03-05 | 2021-05-13 | $1,538 | $1,264 | $274 | $274 | |
| 143. ISHARES CORE MSCI EAFE ETF | 2021-01-20 | 2021-07-16 | $10,700 | $10,191 | $509 | $509 | |
| 27. ISHARES CORE MSCI EAFE ETF | 2020-03-19 | 2021-07-16 | $2,020 | $1,194 | $826 | $826 | |
| 120. ISHARES CORE MSCI EMERGING MARKETS | 2021-01-20 | 2021-07-16 | $7,905 | $8,073 | -$168 | -$168 | |
| 70. SCHWAB INTL SMALL CAP EQUITY ETF | 2021-01-20 | 2021-07-16 | $2,913 | $2,712 | $201 | $201 | |
| 25. AKAMAI TECHNOLOGIES INC | 2020-08-25 | 2021-08-05 | $2,826 | $2,779 | $47 | $47 | |
| 18. APPLIED MATERIALS (AMAT) INC | 2020-08-25 | 2021-08-05 | $2,570 | $1,147 | $1,423 | $1,423 | |
| 28. BEST BUY INC COM | 2020-03-27 | 2021-08-05 | $3,225 | $2,041 | $1,184 | $1,184 | |
| 30. DOMINION RES INC VA NEW COM | 2020-05-22 | 2021-08-05 | $2,258 | $2,362 | -$104 | -$104 | |
| 5. NETFLIX INC | 2021-02-05 | 2021-08-05 | $2,609 | $2,569 | $40 | $40 | |
| 43. PROGRESSIVE CORP OHIO COM | 2020-03-27 | 2021-08-05 | $4,070 | $3,173 | $897 | $897 | |
| 25. T-MOBILE US INC | 2020-03-27 | 2021-08-05 | $3,559 | $2,024 | $1,535 | $1,535 | |
| 139. TECHNIPFMC PLC | 2021-02-05 | 2021-08-05 | $972 | $1,533 | -$561 | -$561 | |
| 16. ZIMMER HLDGS INC COM | 2021-05-13 | 2021-08-10 | $2,322 | $2,653 | -$331 | -$331 | |
| 25. CLOROX CO DEL COM | 2020-10-28 | 2021-12-16 | $4,454 | $5,333 | -$879 | -$879 | |
| 14. DECKERS OUTDOOR CORP | 2020-05-22 | 2021-12-16 | $5,074 | $2,576 | $2,498 | $2,498 | |
| 26. DISNEY WALT CO COM DISNEY | 2005-05-25 | 2021-12-16 | $3,898 | $714 | $3,184 | $3,184 | |
| 11. MSCI INC | 2020-08-25 | 2021-12-16 | $6,557 | $3,999 | $2,558 | $2,558 | |
| 10. PAYPAL HLDGS INC | 2021-08-05 | 2021-12-16 | $1,899 | $2,793 | -$894 | -$894 | |
| 14. SALESFORCE COM INC | 2020-03-27 | 2021-12-16 | $3,552 | $2,201 | $1,351 | $1,351 | |
| 78. SYSCO CORP COM | 2020-03-27 | 2021-12-16 | $5,803 | $5,124 | $679 | $679 | |
| 10. VISA INC | 2020-03-27 | 2021-12-16 | $2,138 | $773 | $1,365 | $1,365 | |
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,215 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $820 | SubtotalAmt |
| Subtitle A Tax | $7,248 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 | NY | 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 | 5045992191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
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 | 70139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,795 | 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 | $808,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,792 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $822,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $822,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $810,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,504 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $40,504 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,504 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,504 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,549 | 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 | $24,549 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,504 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $24,549 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,549 | 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 | $15,955 | 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
| 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 | ST MARTIN OF TOURS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN REV GERARD GORDON PASTOR | AddressLine1Txt |
| City | AMITYVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $21,610 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,610 | 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 | $17,687 | 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 | $49,229 | 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 | $66,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,916 | 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 | $465 | Amt |
| Disbursements Charitable Prps | $465 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS TIMING ADJUSTMENT | Desc |
| Amt | $54 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENTS | Desc |
| Amt | $76 | 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 | $432 | Amt |
| Net Investment Income | $432 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $2,526 | $0 | $0 |
| FOREIGN TAXES | $8 | $8 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $97 | $97 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $46 | $46 | $0 |
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