MR & MRS LARKIN AMOS & JERRY AMOS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MR & MRS LARKIN AMOS & JERRY AMOS FOUNDATION (EIN 76-6077001)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202111239349102201
- Schema version
- 2020v4.0
- 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 Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T14:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 766077001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR & MRS LARKIN AMOS & JERRY AMOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMOS | BusinessNameControlTxt |
| Phone | 5045992191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3200 | 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 | VP TRUST OFFICE | PersonTitleTxt |
| Phone | 5045992191 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,043,740 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,725 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,725 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,369 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $326,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$14,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,725 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,841 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,381 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,460 | 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 | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $193 | 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 |
| Tot Opr Expenses Rev And Expnss | $14,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,806 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,151 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,857 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $501,194 | CorporateStockBOYAmt |
| Corporate Stock EOY | $434,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $688,234 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $279,200 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $279,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $293,649 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $846,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $775,801 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,043,740 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $846,462 | CapitalStockBOYAmt |
| Capital Stock EOY | $775,801 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $846,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $775,801 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $846,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $775,801 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $846,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,806 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $777,656 | SubtotalAmt |
| Other Decreases | $1,855 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $775,801 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 443.093 INVESCO INTERNATIONAL SMALL-MID CO R6 | 2020-01-21 | $21,477 | $20,341 | $1,136 | $1,136 | ||
| 25. CELANESE COPR DEL | 2020-02-24 | $2,596 | $2,760 | -$164 | -$164 | 2019-08-08 | |
| 33. CELANESE COPR DEL | 2020-02-24 | $3,426 | $3,254 | $172 | $172 | 2018-10-23 | |
| 23. EXPEDITORS INTL WASH INC | 2020-02-24 | $1,662 | $1,639 | $23 | $23 | 2019-02-11 | |
| 11. SALESFORCE COM INC | 2020-02-24 | $2,011 | $1,527 | $484 | $484 | 2018-11-01 | |
| 35. STARBUCKS CORP COM | 2020-02-24 | $2,981 | $3,352 | -$371 | -$371 | 2019-08-08 | |
| 34. VALERO REFNG & MARKETING CO | 2020-02-24 | $2,662 | $3,098 | -$436 | -$436 | 2018-10-23 | |
| 21. VEEVA SYSTEMS INC - CLASS A | 2020-02-24 | $3,243 | $1,855 | $1,388 | $1,388 | 2018-10-23 | |
| 670.577 HSBC FRONTIER MARKETS FUND - I | 2020-03-30 | $5,914 | $8,511 | -$2,597 | -$2,597 | ||
| 258. ISHARES S&P MIDCAP 400 INDEX FUND | 2020-03-30 | $36,947 | $43,707 | -$6,760 | -$6,760 | ||
| 1325.559 CLEARBRIDGE MID CAP CORE FUND - I | 2020-03-30 | $37,818 | $38,726 | -$908 | -$908 | ||
| 11. ROYAL GOLD INC COM | 2020-03-30 | $1,013 | $951 | $62 | $62 | 2019-02-11 | |
| 329. SCHWAB EMERGING MARKETS EQUITY ETF | 2020-03-30 | $6,684 | $8,023 | -$1,339 | -$1,339 | ||
| 1701.957 VIRTUS VONTOBEL EMERGING MKTS OPPOR-I | 2020-03-30 | $14,960 | $17,615 | -$2,655 | -$2,655 | ||
| 2134.505 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-04-15 | $23,202 | $30,553 | -$7,351 | -$7,351 | ||
| 1382.245 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-04-15 | $15,025 | $21,508 | -$6,483 | -$6,483 | 2020-01-21 | |
| 2562.887 MAINGATE MLP FUND - I | 2020-04-15 | $8,406 | $16,596 | -$8,190 | -$8,190 | ||
| 697.065 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2020-04-15 | $2,370 | $3,562 | -$1,192 | -$1,192 | 2019-06-19 | |
| 2935.264 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2020-04-15 | $9,980 | $18,326 | -$8,346 | -$8,346 | ||
| 140. ALLY FINANCIAL INC | 2020-05-22 | $2,207 | $4,505 | -$2,298 | -$2,298 | 2019-08-08 | |
| 169. ALLY FINANCIAL INC | 2020-05-22 | $2,664 | $4,249 | -$1,585 | -$1,585 | 2018-10-23 | |
| 9. HUMANA INC | 2020-05-22 | $3,528 | $2,885 | $643 | $643 | 2018-10-23 | |
| 8. MARKETAXESS | 2020-05-22 | $3,833 | $1,688 | $2,145 | $2,145 | 2018-11-01 | |
| 33. NIKE INC CL B | 2020-05-22 | $3,111 | $2,487 | $624 | $624 | 2018-11-01 | |
| 139. PPL CORP COM | 2020-05-22 | $3,543 | $4,145 | -$602 | -$602 | 2019-08-08 | |
| 27. PAYCHEX INC COM | 2020-05-22 | $1,817 | $2,317 | -$500 | -$500 | 2019-11-26 | |
| 87. TJX COS INC NEW | 2020-05-22 | $4,666 | $4,276 | $390 | $390 | 2019-02-11 | |
| 18. VEEVA SYSTEMS INC - CLASS A | 2020-05-22 | $3,589 | $1,590 | $1,999 | $1,999 | 2018-10-23 | |
| 102. T-MOBILE US INC RIGHTS | 2020-07-06 | $16 | $257 | -$241 | -$241 | 2020-06-24 | |
| 10. APPLE COMPUTER INC COMMON STOCK | 2020-08-21 | $4,907 | $521 | $4,386 | $4,386 | ||
| 1. DISNEY WALT | 2020-08-21 | $128 | $116 | $12 | $12 | 2018-10-23 | |
| 376. GENERAL ELEC CO COM | 2020-08-21 | $2,328 | $3,561 | -$1,233 | -$1,233 | 2019-08-08 | |
| 124. GENERAL ELEC CO COM | 2020-08-21 | $768 | $1,432 | -$664 | -$664 | 2019-11-26 | |
| 58. HANOVER INSURANCE GROUP, INC | 2020-08-21 | $5,839 | $6,497 | -$658 | -$658 | 2018-10-23 | |
| 54. INTEL CORP | 2020-08-21 | $2,646 | $3,182 | -$536 | -$536 | 2019-11-26 | |
| 1. INTUITIVE SURGICAL | 2020-08-21 | $693 | $490 | $203 | $203 | 2018-10-23 | |
| 34. KEYSIGHT TECHNOLOGIES INC | 2020-08-21 | $3,326 | $3,594 | -$268 | -$268 | 2019-11-26 | |
| 96. MICRON TECHNOLOGY INC COMMON STOCK | 2020-08-21 | $4,093 | $3,639 | $454 | $454 | 2018-11-01 | |
| 69. ONEOK INC | 2020-08-21 | $1,827 | $4,244 | -$2,417 | -$2,417 | 2018-10-23 | |
| 23. PHILIP MORRIS INTL INC | 2020-08-21 | $1,785 | $945 | $840 | $840 | ||
| 39. PHILLIPS 66 66 COM | 2020-08-21 | $2,374 | $3,850 | -$1,476 | -$1,476 | 2018-10-23 | |
| 23. TEXAS INSTRUMENTS, INC COMMON STOCK | 2020-08-21 | $3,194 | $2,336 | $858 | $858 | ||
| 61. ALBEMARLE CORP | 2020-10-30 | $5,649 | $5,413 | $236 | $236 | 2020-02-24 | |
| 3. AMAZON COM INC COM | 2020-10-30 | $9,168 | $5,075 | $4,093 | $4,093 | ||
| 18. CITRIX SYS INC COM | 2020-10-30 | $2,041 | $2,452 | -$411 | -$411 | 2020-05-22 | |
| 115. THE COCA-COLA COMPANY COM | 2020-10-30 | $5,490 | $5,518 | -$28 | -$28 | 2018-11-01 | |
| 30. DISNEY WALT | 2020-10-30 | $3,595 | $3,493 | $102 | $102 | 2018-10-23 | |
| 8. INTUITIVE SURGICAL | 2020-10-30 | $5,311 | $3,924 | $1,387 | $1,387 | 2018-10-23 | |
| 45. L3HARRIS TECHNOLOGIES INC | 2020-10-30 | $7,169 | $5,167 | $2,002 | $2,002 | ||
| 37. LAUDER ESTEE COS INC CL A | 2020-10-30 | $8,151 | $6,493 | $1,658 | $1,658 | ||
| 39. MASCO CORP | 2020-10-30 | $2,056 | $1,196 | $860 | $860 | 2018-10-23 | |
| 33. TEXAS INSTRUMENTS, INC COMMON STOCK | 2020-10-30 | $4,718 | $3,147 | $1,571 | $1,571 | ||
| 28. VISA INC | 2020-10-30 | $5,034 | $3,822 | $1,212 | $1,212 | 2018-10-23 | |
| 15. WASTE MGMT INC DEL | 2020-10-30 | $1,609 | $1,478 | $131 | $131 | 2020-05-22 | |
| .882 VIATRIS INC | 2020-11-27 | $15 | $16 | -$1 | -$1 | 2018-10-23 | |
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,270 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,369 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $899 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $899 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $841 | OverpaymentAmt |
| Applied To ES Tax | $841 | 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 | TX | 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 | 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 ST STE 3200 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3200 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701397727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,841 | 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 | $987,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $987,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $987,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,811 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $972,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,629 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,629 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58 | TotalTaxAmt |
| Distributable Before Adj | $48,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,571 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,588 | 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 | $43,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,378 | 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 | $43,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,378 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,210 | 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 | $44,361 | 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 (2 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| METHODIST CHILDREN'S HOME | ||||||||
| ATTN JULIE MITCHELL | JULIE MITCHELL | WACO | TX | 76708 | NONE | PC | GENERAL OPERATING | $19,689 |
| FIRST UNITED METHODIST CHURCH | ||||||||
| ATTN BOARD OF TRUSTEES | ATTN BOARD OF TRUSTEES | BEAUMONT | TX | 77701 | NONE | PC | GENERAL OPERATING | $19,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,378 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,725 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,369 | 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 | -$14,644 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$14,644 | 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 | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $252,605 | $426,327 |
| FOREIGN STOCK | $4,512 | $5,447 |
| EQUITY ETF | $15,436 | $27,273 |
| MUTUAL FUNDS FI | ||
| MUTUAL FUNDS EQUITY | $162,191 | $229,187 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ / COST BASIS ADJ | Desc |
| Amt | $1,855 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES ON QUALIFIED FOR | CategoryTxt |
| Amt | $193 | Amt |
| Net Investment Income | $193 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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