ROY AND M PERMENTER CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROY AND M PERMENTER CHARITABLE TR (EIN 76-0694948)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-04
- IRS object ID
- 202141249349101309
- 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 Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-04T10:00:36-05:00 | 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 | 760694948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY AND M PERMENTER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERM | 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 | 2021-05-04 | 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 | $511,584 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,717 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,717 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$5,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,834 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,126 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,709 | 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 | $529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $117 | 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 | $8,113 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,821 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,821 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,099 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,656 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,656 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $258,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $319,054 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $129,112 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $166,065 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $170,874 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $427,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $393,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,584 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $427,291 | CapitalStockBOYAmt |
| Capital Stock EOY | $393,994 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $393,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $393,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46 | OtherIncreasesAmt |
| Subtotal | $393,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $393,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (86 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 207.999 INVESCO INTERNATIONAL SMALL-MID CO R6 | 2020-01-06 | $9,971 | $9,812 | $159 | $159 | ||
| 9.807 INVESCO INTERNATIONAL SMALL-MID CO R6 | 2020-01-06 | $470 | $412 | $58 | $58 | 2019-01-15 | |
| 302. ISHARES CORE S&P 500 ETF | 2020-03-19 | $73,576 | $61,429 | $12,147 | $12,147 | ||
| 125. ISHARES S&P MIDCAP 400 INDEX FUND | 2020-03-19 | $16,370 | $21,148 | -$4,778 | -$4,778 | ||
| 78. ISHARES TRUST - S & P SMALL CAP 600 INDEX | 2020-03-19 | $4,045 | $5,687 | -$1,642 | -$1,642 | ||
| 42.99981 ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2020-03-19 | $2,180 | $2,333 | -$153 | -$153 | ||
| 12.00019 ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2020-03-19 | $608 | $651 | -$43 | -$43 | 2017-01-26 | |
| 163. SCHWAB EMERGING MARKETS EQUITY ETF | 2020-03-19 | $3,095 | $3,959 | -$864 | -$864 | ||
| 169. VANGUARD SHORT TERM GOV'T BD ETF | 2020-03-19 | $10,473 | $10,175 | $298 | $298 | ||
| 42.00028 VANGUARD SHORT TERM CORP BD ETF | 2020-03-19 | $3,025 | $3,360 | -$335 | -$335 | 2017-10-06 | |
| 11.99972 VANGUARD SHORT TERM CORP BD ETF | 2020-03-19 | $864 | $960 | -$96 | -$96 | 2017-10-06 | |
| 162. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2020-03-19 | $11,136 | $10,683 | $453 | $453 | 2016-04-21 | |
| 16. VANGUARD SECURITY | 2020-03-19 | $830 | $849 | -$19 | -$19 | ||
| 214.41 BLACKROCK ADVANTAGE SMALL CAP CORE FUND | 2020-03-20 | $1,996 | $2,944 | -$948 | -$948 | ||
| 668.694 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-03-20 | $6,306 | $10,445 | -$4,139 | -$4,139 | 2020-01-06 | |
| 1032.065 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-03-20 | $9,732 | $16,630 | -$6,898 | -$6,898 | ||
| 156.414 FEDERATED HERMES MDT SMALL CAP CORE FUND | 2020-03-20 | $1,858 | $3,111 | -$1,253 | -$1,253 | ||
| 1684.44 GLENMEDE LARGE CAP CORE PORTFOLIO INST # | 2020-03-20 | $30,236 | $46,120 | -$15,884 | -$15,884 | ||
| 326.766 HSBC FRONTIER MARKETS FUND - I | 2020-03-20 | $2,774 | $4,456 | -$1,682 | -$1,682 | ||
| 629.536 CLEARBRIDGE MID CAP CORE FUND - I | 2020-03-20 | $15,499 | $16,897 | -$1,398 | -$1,398 | ||
| .475 CLEARBRIDGE MID CAP CORE FUND - I | 2020-03-20 | $12 | $18 | -$6 | -$6 | 2019-06-20 | |
| 936.252 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2020-03-20 | $3,005 | $5,736 | -$2,731 | -$2,731 | ||
| 764.972 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2020-03-20 | $2,456 | $4,062 | -$1,606 | -$1,606 | 2019-07-16 | |
| 1756.426 T ROWE PRICE U.S. LARGE-CAP CORE FUND CL | 2020-03-20 | $33,846 | $40,948 | -$7,102 | -$7,102 | ||
| 748.631 VIRTUS VONTOBEL EMERGING MKTS OPPOR-I | 2020-03-20 | $6,251 | $7,778 | -$1,527 | -$1,527 | ||
| 370.382 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-06-11 | $10,867 | $7,960 | $2,907 | $2,907 | 2020-03-20 | |
| 231.566 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-06-11 | $5,546 | $4,256 | $1,290 | $1,290 | 2020-03-20 | |
| 107.199 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-07-30 | $1,370 | $994 | $376 | $376 | 2020-03-20 | |
| 1366.038 DFA COMMODITY STRATEGY PORTFOLIO | 2020-07-30 | $6,516 | $5,724 | $792 | $792 | 2020-03-20 | |
| 181.919 DELAWARE SMALL CAP CORE FUND - INS | 2020-07-30 | $3,944 | $2,749 | $1,195 | $1,195 | 2020-03-20 | |
| 424.43 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-07-30 | $13,777 | $9,121 | $4,656 | $4,656 | 2020-03-20 | |
| 722.227 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-07-30 | $18,294 | $13,275 | $5,019 | $5,019 | 2020-03-20 | |
| 301.182 MFS MID CAP GROWTH FUND - I | 2020-07-30 | $7,647 | $4,933 | $2,714 | $2,714 | 2020-03-20 | |
| 114.956 TORTOISE MLP & PIPELINE - INST | 2020-07-30 | $907 | $1,361 | -$454 | -$454 | 2019-11-22 | |
| 96.823 TORTOISE MID CAP VALUE - INST | 2020-07-30 | $1,219 | $949 | $270 | $270 | 2020-03-20 | |
| 64.899 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-09-14 | $2,154 | $1,395 | $759 | $759 | 2020-03-20 | |
| 37.857 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-09-14 | $982 | $696 | $286 | $286 | 2020-03-20 | |
| 5. ISHARES 5-10 YEAR INV GRAD CORP BND ETF | 2020-09-14 | $305 | $283 | $22 | $22 | 2019-07-15 | |
| 17. VANGUARD SHORT TERM GOV'T BD ETF | 2020-09-14 | $1,055 | $1,016 | $39 | $39 | 2018-10-25 | |
| 7. VANGUARD SHORT TERM CORP BD ETF | 2020-09-14 | $580 | $564 | $16 | $16 | 2019-07-15 | |
| 11. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2020-09-14 | $775 | $725 | $50 | $50 | 2016-04-21 | |
| 198.597 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-12-22 | $7,080 | $4,268 | $2,812 | $2,812 | 2020-03-20 | |
| 118.731 MFS MID CAP GROWTH FUND - I | 2020-12-22 | $3,594 | $1,945 | $1,649 | $1,649 | 2020-03-20 | |
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,326 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $328 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $321 | OverpaymentAmt |
| Applied To ES Tax | $321 | 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 |
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 | 5043545363 | 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 | $6,834 | 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 | $473,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $473,523 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $473,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $466,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,321 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,321 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7 | TotalTaxAmt |
| Distributable Before Adj | $23,314 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,314 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,314 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,280 | 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 | $22,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,280 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,314 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,714 | 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 | $22,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,714 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,566 | 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 | $2,748 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEAN MONCLA VP TRUST OFFICER HA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3928 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 777043928 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4098801415 | RecipientPhoneNum |
| Form And Info And Materials | CONTACT THE ABOVE FOR APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 31 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE NEEDY OF JEFFERSON COUNTY, TEXAS | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|---|
| SOUTHEAST TEXAS FAMILY RESOURCE | ||||||||
| CENTER | PO BOX 7881 | BEAUMONT | TX | 77726 | NONE | PC | GENERAL SUPPORT | $17,321 |
| ST LUKE MISSIONARY BAPTIST | ||||||||
| CHURCH | 2710 CAMPBELL ST | BEAUMONT | TX | 77703 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,821 | 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 | $5,717 | 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 | -$11,126 | 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 | -$5,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,409 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY ETF | ||
| MUTUAL FUNDS FIXED INCOME | ||
| MUTUAL FUNDS EQUITY | $206,273 | $319,054 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFF / WASH SALES | Desc |
| Amt | $46 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $84 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $328 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $116 | $116 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |
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