RUTH U FERTEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUTH U FERTEL FOUNDATION (EIN 71-0879051)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-18
- IRS object ID
- 202103229349100305
- Schema version
- 2020v4.1
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-18T05:44:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720939710 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James E Ryder Jr CPA (APAC) | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Ste 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 710879051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth U Fertel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 5045669388 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St No 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James E Ryder Jr | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5045669388 | PhoneNum |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | James | PersonFirstNm |
| Person Last | Ryder Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James E Ryder Jr CPA | PreparerPersonNm |
| PTIN | P00849091 | PTIN |
| Phone | 5045669388 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $9,707,588 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $675,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $177 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $177 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $419,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,757,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $419,209 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,254,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $579,787 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,600 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $297 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $297 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100,507 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $803 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $106,107 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $623,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $623,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $106,107 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $624,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $524,330 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $473,680 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,489 | CashBOYAmt |
| Cash EOY | $89,138 | CashEOYAmt |
| Cash EOYFMV | $89,138 | CashEOYFMVAmt |
| Other Investments BOY | $8,820,101 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,618,450 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,618,450 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,858,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,707,588 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,707,588 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,858,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,707,588 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,858,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,707,588 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,858,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,707,588 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,858,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $524,330 | ExcessRevenueOverExpensesAmt |
| Other Increases | $324,668 | OtherIncreasesAmt |
| Subtotal | $9,707,588 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,707,588 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Wells Fargo Advisors | P | $572,209 | $575,039 | -$2,830 | -$2,830 |
| Wells Fargo Advisors | P | $2,179,690 | $1,762,822 | $416,868 | $416,868 |
| Wells Fargo Advisors | P | $3,620 | $3,620 | $3,620 | |
| Wells Fargo Advisors | P | $30 | $30 | $0 | $0 |
| Capital Gains Dividends | P | $1,551 | $1,551 | $1,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $419,209 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $136 | EsPenaltyAmt |
| Tax Due | $6,720 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | James E Ryder Jr | IndividualWithBooksNm |
| Phone | 5045669388 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Suite 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Randy Fertel | ||||||||
| 419 Walnut St | New Orleans | LA | 70119 | President, Director | 0.00 | $0 | $0 | $0 |
| James E Ryder Jr | ||||||||
| 935 Gravier St Suite 1401 | New Orleans | LA | 70112 | Sec-Treas., Director | 0.00 | $0 | $0 | $0 |
| Robert W Merrick | ||||||||
| 430 Notre Dame St | New Orleans | LA | 70130 | Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells Fargo Advisors | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 E Cary St | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managers | ServiceTypeTxt |
| Compensation | $100,507 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,283,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,346,903 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,346,903 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,206,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,584 | TotalTaxAmt |
| Distributable Before Adj | $453,751 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $453,751 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $453,751 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $624,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $624,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $624,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $453,751 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $322,743 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,858 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $238,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $285,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $249,837 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,156,141 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $624,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $453,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,599 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,326,740 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $322,743 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,003,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,858 | ExcessFromYear4Amt |
| Excess From Year3 | $238,523 | ExcessFromYear3Amt |
| Excess From Year2 | $285,180 | ExcessFromYear2Amt |
| Excess From Year1 | $249,837 | ExcessFromYear1Amt |
| Excess From Current Year | $170,599 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Cafe Reconcile | |||||||
| 4631 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $20,000 |
| St Mary's Dominican High School | |||||||
| 7701 Wamsley Ave | New Orleans | LA | 70125 | None | Public Charity | Unrestricted | $50,000 |
| Tennessee Williams Festival | |||||||
| 988 Lafayette St Ste 514 | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $5,000 |
| The New Quorum | |||||||
| 2435 Esplanade Ave | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $1,000 |
| Live Oak Summer Camp | |||||||
| 1240 Moss St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $5,000 |
| Artist Corp New Orleans co National Performance Network | |||||||
| PO Box 56698 | New Orleans | LA | 70156 | None | Public Charity | Unrestricted | $25,000 |
| Southern Foodsway Alliance Barnard Observatory | |||||||
| PO Box 1848 | University | MS | 38677 | None | Public Charity | Unrestricted | $30,000 |
| New Orleans Opera Association | |||||||
| 935 Gravier St Suite 1940 | New Orleans | LA | 70112 | None | Public Charity | Unrestricted | $2,000 |
| Goat In The Road Productions | |||||||
| 3164 N Villere St | New Orleans | LA | 70117 | None | Public Charity | Unrestricted | $5,000 |
| Antenna | |||||||
| 3718 St Claude Ave | New Orleans | LA | 70117 | None | Public Charity | Unrestricted | $2,500 |
| Preservation Hall Foundation | |||||||
| 726 St Peter Street | New Orleans | LA | 70116 | None | Public Charity | Unrestricted | $10,000 |
| New Orleans Airlift | |||||||
| 1031 Piety St | New Orleans | LA | 70017 | None | Public Charity | Unrestricted | $1,000 |
| Edible School NOLA | |||||||
| 300 N Broad St Ste 207 | New Orleans | LA | 70119 | Public Charity | Unrestricted | $10,000 | |
| A Studio In The Woods | |||||||
| 13401 River Road | New Orleans | LA | 70131 | Public Charity | Unrestricted | $2,000 | |
| Ponderosa Stomp | |||||||
| 128 S Clark | New Orleans | LA | 70119 | Public Charity | Unrestricted | $5,000 | |
| Music Inside Out CO National Performance Network | |||||||
| PO Box 56698 | New Orleans | LA | 70156 | Public Charity | Unrestricted | $5,000 | |
| N'Fungola Sibo African Dance & Drum Co Inc | |||||||
| 1222 Marigny St | New Orleans | LA | 70117 | None | Public Charity | Unrestricted | $2,000 |
| WWOZ | |||||||
| PO Box 51840 | New Orleans | LA | 70151 | None | Public Charity | Unrestricted | $25,000 |
| One Book One New Orleans | |||||||
| PO Box 7607 | New Orleans | LA | 70186 | None | Public Charity | Unrestricted | $1,000 |
| Market UmbrellaOrg | |||||||
| 200 Broadway Ste 107 | New Orleans | LA | 70118 | None | Public Charity | Unrestricted | $7,500 |
| Bricolage Academy | |||||||
| PO Box 19167 | New Orleans | LA | 70179 | None | Public Charity | Unrestricted | $5,000 |
| New Orleans Jazz Museum | |||||||
| 400 Esplanade Ave | New Orleans | LA | 70116 | None | Public Charity | Unrestricted | $7,000 |
| Loyola University | |||||||
| 6363 St Charles Ave | New Orleans | LA | 70118 | None | Public Charity | Unrestricted | $5,000 |
| Birdfoot Festival | |||||||
| 6055 General Meyer Ave | New Orleans | LA | 70131 | None | Public Charity | Unrestricted | $1,000 |
| Young Aspirations Young Artists | |||||||
| POBox 52617 | New Orleans | LA | 70152 | None | Public Charity | Unrestricted | $5,000 |
| Louisiana Musuem Foundation | |||||||
| 1000 Bourbon St 8429 | New Orleans | LA | 70116 | None | Public Charity | Unrestricted | $31,250 |
| Jesuit High School | |||||||
| 4133 Banks St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $50,000 |
| St Elizbeth Ann Seton School | |||||||
| 4119 Elizabeth Drive | Kenner | LA | 70065 | None | Public Charity | Unrestricted | $5,000 |
| Good Shepherd School | |||||||
| 1839 Agriculture St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $25,000 |
| Dominican Peace Center | |||||||
| 2320 Airport Drive | Columbus | OH | 43219 | None | Public Charity | Unrestricted | $15,000 |
| UNO Foundation | |||||||
| 2000 Lakeshore Drive | New Orleans | LA | 70148 | None | Public Charity | Unrestricted | $70,000 |
| Son Of A Saint | |||||||
| 2803 Saint Phillip St | New Orleans | LA | 70119 | None | Public Charity | Unrestricted | $50,000 |
| Youth Empowerment Project | |||||||
| 1600 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | None | Public Charity | Unrestricted | $10,000 |
| Junior Achievment GNO Inc | |||||||
| 5100 Orleans Ave | New Orleans | LA | 70124 | None | Public Charity | Unrestricted | $20,000 |
| St Martin's Episcopal School | |||||||
| 225 Green Acres Road | Metairie | LA | 70003 | None | Public Charity | Unrestricted | $20,000 |
| New Heights Therapy Center | |||||||
| 82302 Holliday Road | Folsom | LA | 70437 | None | Public Charity | Unrestricted | $10,000 |
| Rotary Club Of Metairie Foundation | |||||||
| PO Box 561 | Metairie | LA | 70004 | None | Public Charity | Unrestricted | $10,000 |
| St Michael's Special School | |||||||
| 1522 Chipewa Street | New Orleans | LA | 70130 | None | Public Charity | Unrestricted | $20,000 |
| Academy Of The Sacred Heart | |||||||
| 4521 St Charles Ave | New Orleans | LA | 70115 | None | Public Charity | Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $623,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $177 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,401 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $419,209 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $579,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,787 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth U Fertel CLUT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 935 Gravier St Ste 1401 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $675,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Wells Fargo-Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $9,618,450 | BookValueAmt |
| EOYFMV | $9,618,450 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Service Charge | $198 | $0 | $198 |
| Advisory Fees | $100,507 | $100,507 | $0 |
| Office | $605 | $0 | $605 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains | Desc |
| Amt | $324,668 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $5,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments