BETA

RICHARD C ADKERSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RICHARD C ADKERSON FAMILY FOUNDATION (EIN 72-1353058)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-09
IRS object ID
202112219349100311
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-09T09:50:35-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720136870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOURGEOIS BENNETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 VETERANS BLVD 17TH FLOORAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721353058EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD C ADKERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6023668377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11400 WEST BAR BC RANCH ROADAddressLine1Txt
CityJACKSONCityNm
State AbbreviationWYStateAbbreviationCd
ZIP83001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD C ADKERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6023668377PhoneNum
Signature2021-07-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastADKERSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH T FRANZPreparerPersonNm
PTINP00182200PTIN
Phone5048314949PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,295,844FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$38,568InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,568InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$117,443DividendsRevAndExpnssAmt
Dividends Net Invst Incm$117,443DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$172,733NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,424,307GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,733CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$62OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$62OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$408,806TotalRevAndExpnssAmt
Total Net Invst Incm$328,806TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$108,268OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$108,268OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$937TaxesRevAndExpnssAmt
Taxes Net Invst Incm$937TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$113,805TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,805TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,426,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,424,745ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,540,055TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,805TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,424,745TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,131,249ExcessRevenueOverExpensesAmt
Net Investment Income$215,001NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,113CashBOYAmt
Cash EOY$86,263CashEOYAmt
Cash EOYFMV$86,263CashEOYFMVAmt
Sav And Temp Cash Invst BOY$168,512SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$62,236SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$62,236SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,935USGovernmentObligationsBOYAmt
US Government Obligations EOY$5,935USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,446USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,812,719CorporateStockBOYAmt
Corporate Stock EOY$5,812,719CorporateStockEOYAmt
Corporate Stock EOYFMV$12,411,020CorporateStockEOYFMVAmt
Corporate Bonds BOY$926,398CorporateBondsBOYAmt
Corporate Bonds EOY$875,515CorporateBondsEOYAmt
Corporate Bonds EOYFMV$948,450CorporateBondsEOYFMVAmt
Other Investments BOY$5,230,224OtherInvestmentsBOYAmt
Other Investments EOY$4,231,984OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,781,429OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,205,901TotalAssetsBOYAmt
Total Assets EOY$11,074,652TotalAssetsEOYAmt
Total Assets EOYFMV$18,295,844TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$12,205,901NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,074,652NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$12,205,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,074,652TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,205,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,074,652TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,205,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,131,249ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,074,652SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,074,652TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AQR EQUITY MARKET NEUTRALP2019-12-232020-08-20$20,708$27,440-$6,732-$6,732
AQR STYLE PREMIA ALTERNATIVEP2019-12-232020-08-19$6,197$8,403-$2,206-$2,206
AQR EQUITY MARKET NETURALP2019-03-152020-08-20$548,515$726,831-$178,316-$178,316
AQR STYLE PREMIA ALTERNATIVEP2019-01-072020-08-19$386,684$524,325-$137,641-$137,641
DOUBLELINE CORE FIXED INCOMEP2019-01-012020-12-16$500,000$487,793$12,207$12,207
KLA CORP 4.125%P2018-07-312020-03-02$52,103$50,466$1,637$1,637
WCM FOCUSED INTERNATIONAL GROWTHP2019-01-072020-12-16$700,000$426,316$273,684$273,684
CAPITAL GAINS DIVIDENDSP$210,100$210,100$210,100
FieldValueIRS element (for citing)
Capital Gain Net Income$172,733CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,989InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,989SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,989TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,332EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,332TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,343OverpaymentAmt
Applied To ES Tax$16,343AppliedToESTaxAmt
Refund$0RefundAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRI LEAKE PRETLOVEIndividualWithBooksNm
Phone6023668377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1333 NORTH CENTRAL AVENUE 26TH FLOORAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85004ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD C ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
RICHARD CLARK ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
WILLIAM TYLER ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
ROBERT RYAN ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES SCHWAB & CO INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY FEESServiceTypeTxt
Compensation$108,268CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,931,993AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$209,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,141,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,141,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$197,123CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,944,401NetVlNoncharitableAssetsAmt
Minimum Investment Return$647,220MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$647,220MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,989TaxBasedOnInvestmentIncomeAmt
Total Tax$2,989TotalTaxAmt
Distributable Before Adj$644,231DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$644,231DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$644,231DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,424,745ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,424,745QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,424,745AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$644,231DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$66,965ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$474,282ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$199,371ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$737,307ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,477,925TotalExcessDistributionCyovAmt
Qualifying Distributions$1,424,745QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$644,231AppliedToCurrentYearAmt
Remaining Distri From Corpus$780,514RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,258,439TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,258,439ExcessDistriCyovToNextYrAmt
Excess From Year4$66,965ExcessFromYear4Amt
Excess From Year3$474,282ExcessFromYear3Amt
Excess From Year2$199,371ExcessFromYear2Amt
Excess From Year1$737,307ExcessFromYear1Amt
Excess From Current Year$780,514ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD C ADKERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADKERSON SCHOOL OF ACCOUNTANCY
PO BOX 5288MISSISSIPPI STATEMS39762EXEMPTGENERAL PURPOSE$5,250
ARIZONA SCIENCE CENTER
600 E WASHINGTON STPHOENIXAZ85004EXEMPTGRAND CANYON EXPERIENCE$200,000
AZ CORONAVIRUS RELIEF FUND
1700 W WASHINGTON ST SUITE 230PHOENIXAZ85007EXEMPTCORONAVIRUS RELIEF FUND$25,000
BUREAU OF GOVERNMENTAL RESEARCH
1055 ST CHARLES AVENUE SUITE 200NEW ORLEANSLA70130EXEMPTGENERAL PURPOSE$10,000
CCA LOUISIANA
12241 INDUSTRIPLEX BLVDBATON ROUGELA70809EXEMPTGENERAL PURPOSE$1,000
COTTONWOOD INSTITUTE
PO BOX 7067DENVERCO80207EXEMPTGENERAL PURPOSE$5,000
CRIMESTOPPERS
PO BOX 55249METAIRIELA700555249EXEMPTGENERAL PURPOSE$2,500
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129EXEMPTGENERAL PURPOSE$10,000
GRACE HOUSE MINISTRIES
4243 EARHART BLVDNEW ORLEANSLA70125EXEMPTGENERAL PURPOSE$500
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVDHOUSTONTX77030EXEMPTGENERAL PURPOSE$5,000
METROPOLITAN CRIME COMMISSION INC
1615 POYDRAS STREET SUITE 1060NEW ORLEANSLA70112EXEMPTGENERAL PURPOSE$1,000
MISSISSIPPI STATE - THE BULLDOG CLUB INC
PO BOX BTMISSISSIPPI STATEMS39762EXEMPTATHLETIC FACILITIES$200,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTPRESIDENT'S CABINET FUND$10,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTCOMPASS SCHOLARSHIP$3,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTGENERAL PURPOSE$200,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTNABA STUDENT CHAPTER$25,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTONLINE PROGRAMS$200,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762EXEMPTADKERSON ENDOWED GRADUATE FELLOWSHIP$120,000
NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGIUS ROADJACKSONWY83002EXEMPTGENERAL PURPOSE$25,000
NEW ORLEANS BAPTIST THEOLOGICAL SEMINARY
3939 GENTILLY BLVDNEW ORLEANSLA70126EXEMPTPROVIDENCE FUND$2,500
NEW ORLEANS MUSEUM OF ART
ONE COLLINS C DIBOLL CIRCLE CITYNEW ORLEANSLA70124EXEMPTGENERAL PURPOSE$2,500PARK
OPPORTUNITY INTERNATIONAL
550 WEST VAN BUREN STREETCHICAGOIL60607EXEMPTGENERAL PURPOSE$5,000
PHOENIX ZOO
455 N GALVIN PARKWAYPHOENIXAZ85008EXEMPTGENERAL PURPOSE$20,000
SHADES OF PRAISE
6301 ST CHARLES AVENUENEW ORLEANSLA70118EXEMPTGENERAL PURPOSE$5,000
ST JEAN BAPTISTE HIGH SCHOOL
118 WEST 10TH STREETRESERVELA70084EXEMPTGENERAL PURPOSE$25,000
ST MARTIN'S EPISCOPAL SCHOOL
225 GREEN ACRES RDMETAIRIELA70003EXEMPTGENERAL PURPOSE$1,500
TGEN FOUNDATION
445 N FIFTH STREETPHOENIXAZ85004EXEMPTJOHN S. MCCAIN III ENDOWED CHAIR$80,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813EXEMPTHIGGINS CAMPAIGN$20,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813EXEMPTLIBERATION PAVILION$100,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813EXEMPTRELIEF FUND$25,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813EXEMPTDRAFTS FOR CRAFTS$1,000
THE NEW ORLEANS CENTER FOR CREATIVE ARTS
2800 CHARTRES STNEW ORLEANSLA70117EXEMPTGENERAL PURPOSE$25,000
TROUT UNLIMITED
1777 N KENT ST SUITE 100ARLINGTONVA22209EXEMPTGENERAL PURPOSE$10,000
TUPELO-LEE HUMANE SOCIETY
2795 CLIFF GOOKIN BLVDTUPELOMS38801EXEMPTGENERAL PURPOSE$2,000
UNITED WAY - NEW ORLEANS
2515 CANAL STREETNEW ORLEANSLA70119EXEMPTGENERAL PURPOSE$10,000
UNITED WAY - VALLEY OF THE SUN
3200 EAST CAMELBACK ROAD SUITE 375PHOENIXAZ85018EXEMPTGENERAL PURPOSE$25,000
VIEUX CARRE COMMISSION
1300 PERDIDO ST 7TH FLOORNEW ORLEANSLA70112EXEMPTGENERAL PURPOSE$2,500
VIRGINIA ROSANNE AMATO FOUNDATION
1615 POYDRAS ST 5TH FLOORNEW ORLEANSLA70112EXEMPTGENERAL PURPOSE$1,000
WATER MISSION
PO BOX 71489N CHARLESTONSC29415EXEMPTGENERAL PURPOSE$10,000
YELLOWSTONE PARK FOUNDATION
222 EAST MAIN STREET SUITE 301BOZEMANMT59715EXEMPTGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,426,250TotalGrantOrContriPdDurYrAmt
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$38,568ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117,443ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$62ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$172,733ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$328,806ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$328,806TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
RICHARD C ADKERSON
11400 WEST BAR BC RANCH ROADJACKSONWY83001$40,000Yes (X)
FREEPORT MCMORAN COPPER & GOLD
2333 NORTH CENTRAL AVENUEPHOENIXAZ85004$40,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,600Amt
Net Investment Income$4,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO & CO 4.6% 21$11,016$10,095
ENERGY TRANSFER 4.65% 21$12,716$12,030
KRAFT FOODS GROUP 3.5% 22$49,812$51,984
DXC TECHNOLOGY C 4.45% 22$50,719$52,745
CROWN CASTLE INT 5.25% 23$52,938$54,683
CONSTELLATION BR 4.25% 23$50,615$54,452
WELLS FARGO & C 4.125% 23$40,569$43,603
FIFTH THIRD BANCO 4.3% 24$50,614$55,157
KINDER MORGAN EN 4.15% 24$50,217$54,743
AMERICAN INTERN 4.125% 24$50,306$55,303
AMERICAN TOWER CORP 5% 24$52,815$56,533
DIRECTV HOLDINGS 4.45% 24$51,560$53,878
CITIGROUP INC 4% 24$50,009$55,493
JPMORGAN CHASE 3.875% 24$49,874$55,820
OLD REPUBLIC IN 4.875% 24$52,565$57,066
AT&T INC. 3.95% 25$49,952$56,250
WILLIAMS PARTNERS 3.9% 25$49,221$55,308
BANK OF AMERICA 3.95% 25$49,855$56,305
THE GOLDMAN SACH 4.25% 25$50,142$57,002

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFREEPORT-MCMORAN INCStockNm
EOY Book Value$5,812,719EOYBookValueAmt
EOYFMV$12,411,020EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$5,935USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$6,446USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FREDDIE MAC 3.989% 21AT COST$6,534$6,394
VANGUARD REAL ESTATEAT COST$173,233$197,039
DOUBLELINE CORE FIXED INAT COST$1,142,609$1,171,168
LOOMIS SAYLES STRATEGICAT COST$380,305$407,781
AMG GW&K SMALL CAP COREAT COST$291,332$363,810
BRIDGEWAY BLUE CHIPAT COST$1,059,966$1,069,961
FEDERATED HERMES STRATEGAT COST$556,678$518,397
WCM FOCUSED INTERNATIONAAT COST$621,327$1,046,879

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUS INVESTMENT INCOMEDesc
Revenue And Expenses Per Books$62RevenueAndExpensesPerBooksAmt
Net Investment Income$62NetInvestmentIncomeAmt
Adjusted Net Income$62AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$108,268Amt
Net Investment Income$108,268NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$937Amt
Net Investment Income$937NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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