BR & R FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BR & R FOUNDATION (EIN 72-1340978)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-11
IRS object ID
202531929349100203
Schema version
2024v5.2
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)
Return2025-07-11T07:48:50-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720636725PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HANNIS T BOURGEOIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12322 TREMONT DRAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721340978EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1B R & R FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBR&RBusinessNameControlTxt
Phone2259230988PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1648 ALBERT HARTAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70808ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDALL J ROBERTSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2259230988PhoneNum
Signature2025-06-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE D GARBIRAS CPAPreparerPersonNm
PTINP01687293PTIN
Phone2259284770PhoneNum
Preparation2025-06-24PreparationDt
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$8,185,121FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,593InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,741InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$145,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$145,743DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$567,468NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,840,396GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$567,468CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$716,804TotalRevAndExpnssAmt
Total Net Invst Incm$715,952TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$28,925LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$28,925LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,075AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$10,214TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,209TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$450OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$450OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$146,299OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$126,897OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$19,411OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$193,963TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$133,106TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$56,861TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$216,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$216,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,463TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$133,106TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$273,361TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$306,341ExcessRevenueOverExpensesAmt
Net Investment Income$582,846NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$73,927CashBOYAmt
Cash EOY$39,571CashEOYAmt
Cash EOYFMV$39,571CashEOYFMVAmt
Rcvbl From Officers BOY$12,888RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$12,888RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$12,888RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$7,264,275CorporateStockBOYAmt
Corporate Stock EOY$7,604,972CorporateStockEOYAmt
Corporate Stock EOYFMV$8,132,662CorporateStockEOYFMVAmt
Other Assets BOY$79OtherAssetsBOYAmt
Other Assets EOY$79OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$7,351,169TotalAssetsBOYAmt
Total Assets EOY$7,657,510TotalAssetsEOYAmt
Total Assets EOYFMV$8,185,121TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,499,010CapitalStockBOYAmt
Capital Stock EOY$4,499,010CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,852,159RetainedEarningBOYAmt
Retained Earning EOY$3,158,500RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,351,169TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,657,510TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,351,169TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,657,510TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,351,169TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$306,341ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,657,510SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,657,510TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BRANDESP2024-01-012024-12-31$1,842,394$1,715,341$127,053$127,053
BRANDESP2023-01-012024-12-31$1,212,357$863,176$349,181$349,181
ICONP2024-01-012024-12-31$317,604$298,673$18,931$18,931
ICONP2023-01-012024-12-31$1,748,884$1,917,376-$168,492-$168,492
BR&R INVESTMENTP2024-01-012024-12-31$47,488$47,488$47,488
BR&R INVESTMENTP2023-01-012024-12-31$178,266$178,266$178,266
AIM FUNDSP2024-01-012024-12-31$16,663$16,458$205$205
AIM FUNDSP2023-01-012024-12-31$425,293$461,904-$36,611-$36,611
CAPITAL GAINS DIVIDENDSP$51,447$51,447$51,447
FieldValueIRS element (for citing)
Capital Gain Net Income$567,468CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,102InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,102SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,102TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,000TotalPaymentsAndCreditsAmt
Es Penalty$14EsPenaltyAmt
Tax Due$2,116TaxDueAmt

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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRANDALL J ROBERTSIndividualWithBooksNm
Phone2259230988PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1648 ALBERT HART DRIVEAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70808ZIPCd
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

FieldValueIRS element (for citing)
PersonRANDALL J ROBERTSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1648 ALBERT HARTAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70808ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$7,985,929AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,169AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,992,098TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,992,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$119,881CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,872,217NetVlNoncharitableAssetsAmt
Minimum Investment Return$393,611MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$393,611MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,102TaxBasedOnInvestmentIncomeAmt
Total Tax$8,102TotalTaxAmt
Distributable Before Adj$385,509DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$385,509DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$385,509DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$273,361ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$273,361QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$385,509DistributableAsAdjustedAmt
Undistributed Income PY$213,962UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$273,361QualifyingDistributionsAmt
Applied To Year1$213,962AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,399AppliedToCurrentYearAmt
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$326,110UndistributedIncomeCYAmt
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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS SERVICES OF THE GREATER BATON ROUGE AREA
3772 NORTH BLVDBATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$6,500
AMERICAN RED CROSS
4655 SHERWOOD COMMON BLVDBATON ROUGELA70816NONEPUBLIC CHARITYCHARITABLE SUPPORT$7,500
ARTS COUNCIL OF GREATER BATON ROUGE
427 LAUREL STREETBATON ROUGELA70801NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
BATON ROUGE REGIONAL EYE BANK
7777 HENNESSY BLVDBATON ROUGELA70808NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
BATTERED WOMANS SHELTER
3730 SAINT GERARD AVEBATON ROUGELA70805NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
BAYOU COMMUNITY FOUNDATION
PO BOX 582HOUMALA70361NONEPUBLIC CHARITYCHARITABLE SUPPORT$7,500
BISHOP OTT CENTER FOR THE HOMELESS
PO BOX 127BATON ROUGELA70802NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
BLUE RIBBON SOIREE
1612 OAKDALE DRBATON ROUGELA70810NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
BOY SCOUTS OF AMERICA
9644 BROOKLINE AVENUEBATON ROUGELA70809NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
CANCER SERVICES OF GREATER BATON ROUGE
505 LOBDELL AVENUEBATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$6,500
CAPITAL AREA AGENCY ON AGING
6554 FLORIDA BLVD 221BATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
CAPITAL AREA CASA
848 LOUISIANA AVENUEBATON ROUGELA70802NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
CATHOLIC DIOCESE OF BATON ROUGE - RETIRED CLERGY FUND
1800 SOUTH ACADIAN THRUWAYBATON ROUGELA70808NONECHURCHCHARITABLE SUPPORT$8,000
CENTER FOR ACTION & CONTEMPLATION
1823 FIVE POINTS ROAD SWALBUQUERQUENM87105NONEPUBLIC CHARITYCHARITABLE SUPPORT$3,000
FRIENDS OF LA PUBLIC BROADCASTING
7733 PERKINS ROADBATON ROUGELA70810NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
GIRL SCOUTS OF AMERICA
545 COLONIAL DRIVEBATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$4,000
HOSPICE FOUNDATION OF GREATER BATON ROUGE
9063 SIEGEN LANE ABATON ROUGELA70810NONEPUBLIC CHARITYCHARITABLE SUPPORT$7,500
KNOCK KNOCK MUSEUM
1900 DALRYMPLE DRBATON ROUGELA70808NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
LOUISIANA STATE UNIVERSITY FOUNDATION
3838 WEST LAKESHORE DRIVEBATON ROUGELA70808NONEPUBLIC CHARITYCHARITABLE SUPPORT$18,000
MANSHIP THEATER
100 LAFAYETTE STREETBATON ROUGELA70801NONEPUBLIC CHARITYCHARITABLE SUPPORT$8,000
MARY BIRD PERKINS
4950 ESSEN LANEBATON ROUGELA70809NONEPUBLIC CHARITYCHARITABLE SUPPORT$7,500
MISSIONARIES OF CHARITY
737 EAST BOULEVARDBATON ROUGELA70802NONEPUBLIC CHARITYCHARITABLE SUPPORT$8,000
OUR LADY OF PROMPT SUCCOR
32615 BOWIE STWHITE CASTLELA70788NONECHURCHCHARITABLE SUPPORT$20,000
OUR LADY OF THE ISLE
195 LUDWIG LANEGRAND ISLELA70358NONECHURCHCHARITABLE SUPPORT$3,500
PENNINGTON BIOMEDICAL RESEARCH FOUNDATION
6400 PERKINS ROADBATON ROUGELA70808NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
SALVATION ARMY
7361 AIRLINE HIGHWAYBATON ROUGELA70805NONEPUBLIC CHARITYCHARITABLE SUPPORT$6,500
ST ELIZABETH FOUNDATION
8054 SUMMA AVE ABATON ROUGELA70809NONEPUBLIC CHARITYCHARITABLE SUPPORT$5,000
ST JUDE THE APOSTLE
9150 HIGHLAND ROADBATON ROUGELA70810NONEPUBLIC CHARITYCHARITABLE SUPPORT$2,000
ST MICHAEL SPECIAL SCHOOL
1522 CHIPPEWA STNEW ORLEANSLA70130NONEPUBLIC CHARITYCHARITABLE SUPPORT$7,500
ST VINCENT DE PAUL
5621 GOVERNMENT STREETBATON ROUGELA70808NONEPUBLIC CHARITYCHARITABLE SUPPORT$8,000
TIGER ATHLETIC FOUNDATION
PO BOX 711BATON ROUGELA70821NONEPUBLIC CHARITYCHARITABLE SUPPORT$4,000
VOLUNTEERS OF AMERICA
3939 NORTH BOULEVARDBATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$10,000
WEST BATON ROUGE HIGH 903 FM
2825 GOVERNMENT STREETBATON ROUGELA70806NONEPUBLIC CHARITYCHARITABLE SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$216,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,593ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$145,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$567,468ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$716,804ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$716,804TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$8,075Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,075DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFOUNDATION MANAGER HEREBY ELECTS TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR UNDER SECTION 4942(H).ElectionDesc

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationFORM 990-PF IS ONLY REQUIRED TO BE SUBMITTED TO THE LA ATTORNEY GENERAL IF MORE THAN $5,000 WAS PAID TO A PROFESSIONAL FUNDRAISER. THIS DOES NOT APPLY TO BR&R FOUNDATION.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVARIOUSStockNm
EOY Book Value$7,604,972EOYBookValueAmt
EOYFMV$8,132,662EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$28,925LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$28,925DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHERDesc
BOY Book Value$79BOYBookValueAmt
EOY Book Value$79EOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$144,897$126,897$18,000
LICENSE & PERMIT$61$0$61
OFFICE SUPPLIES$1,341$0$1,350

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp

FieldValueIRS element (for citing)
Borrower PersonRANDALL J ROBERTS PRESIDENTBorrowerPersonNm
Borrower TitlePRESIDENTBorrowerTitleTxt
Loan Original$9,570LoanOriginalAmt
Balance Due$12,888BalanceDueAmt
Repayment TermsDEMANDRepaymentTermsTxt
Interest0.000000000000InterestRt
Security Provided BorrowerNONESecurityProvidedBorrowerTxt
Loan PurposePERSONALLoanPurposeTxt
Consideration FMV$0ConsiderationFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$6,209$6,209$0
OTHER TAXES$4,005$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.