POTTS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POTTS FAMILY FOUNDATION (EIN 83-6537907)
- Tax period
- 2019-05-24 to 2019-12-31
- Filed
- 2020-08-06
- IRS object ID
- 202032199349101003
- Schema version
- 2019v5.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-06T11:00:13-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-05-24 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836537907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POTTS FAMILY FOUNDATION 1559-1045000095 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POTT | 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 | 2020-08-06 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.85.210.236 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4808675418B834587EFFCBAC8ECCF26961EEAF18 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4808675418B834587EFFCBAC8ECCF26961EEAF18 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,980,991 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,812,628 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,707 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,707 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $300 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $300 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $300 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,843,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,007 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $300 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,459 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,459 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | 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 Rev And Expnss | $3,569 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,569 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,374 | 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 | $14,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,828,876 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,605 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $300 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $903,033 | CashEOYAmt |
| Cash EOYFMV | $903,033 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $240,165 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $239,826 | USGovtObligationsEOYFMVAmt |
| Corporate Stock EOY | $4,130,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,192,173 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $156,035 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $156,879 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $399,350 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $399,350 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $489,080 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets EOY | $5,828,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,980,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock EOY | $5,828,876 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,828,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,828,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Excess Revenue Over Expenses | $5,828,876 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,828,876 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,828,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 87. ABBVIE INC | 2019-07-12 | 2019-08-07 | $5,599 | $6,022 | -$423 | -$423 | |
| 93. ALLISON | 2019-07-12 | 2019-08-07 | $4,027 | $4,306 | -$279 | -$279 | |
| 7. BOEING CO COM | 2019-07-12 | 2019-08-07 | $2,321 | $2,550 | -$229 | -$229 | |
| 53. CNA FINANCIAL CORP | 2019-07-12 | 2019-08-07 | $2,503 | $2,568 | -$65 | -$65 | |
| 28. COVETRUS INC COM | 2019-07-12 | 2019-08-07 | $655 | $702 | -$47 | -$47 | |
| 16. GRAINGER W W INC COM | 2019-07-12 | 2019-08-07 | $4,390 | $4,296 | $94 | $94 | |
| 111. HP ENTERPRISE CO | 2019-07-12 | 2019-08-07 | $1,444 | $1,656 | -$212 | -$212 | |
| 11. LEAR CORPORATION | 2019-07-12 | 2019-08-07 | $1,287 | $1,486 | -$199 | -$199 | |
| 30. NEXTERA ENERGY INC | 2019-07-12 | 2019-08-07 | $6,407 | $6,270 | $137 | $137 | |
| 27. NVIDIA CORP COM | 2019-07-12 | 2019-08-07 | $4,159 | $4,563 | -$404 | -$404 | |
| 126. SUNTRUST BKS INC COM | 2019-07-12 | 2019-08-07 | $7,631 | $8,181 | -$550 | -$550 | |
| 43. AMAG PHARMACEUTICALS INC | 2019-07-12 | 2019-08-09 | $439 | $393 | $46 | $46 | |
| 15. AARON'S INC | 2019-07-12 | 2019-08-09 | $974 | $947 | $27 | $27 | |
| 36. ARCBEST CORP | 2019-07-12 | 2019-08-09 | $1,016 | $970 | $46 | $46 | |
| 27. BEL FUSE INC CL B | 2019-07-12 | 2019-08-09 | $295 | $435 | -$140 | -$140 | |
| 62. CORNERSTONE BUILDING BRANDS | 2019-07-12 | 2019-08-09 | $253 | $382 | -$129 | -$129 | |
| 16. EBIX INCORPORATED | 2019-07-12 | 2019-08-09 | $625 | $762 | -$137 | -$137 | |
| 12. EVERCORE INC | 2019-07-12 | 2019-08-09 | $948 | $1,082 | -$134 | -$134 | |
| 19. GENESCO INC | 2019-07-12 | 2019-08-09 | $724 | $817 | -$93 | -$93 | |
| 61. HARSCO CORP COM | 2019-07-12 | 2019-08-09 | $1,134 | $1,546 | -$412 | -$412 | |
| 113. HELIX ENERGY SOLUTIONS | 2019-07-12 | 2019-08-09 | $838 | $947 | -$109 | -$109 | |
| 12. MYR GROUP, INC DEL | 2019-07-12 | 2019-08-09 | $342 | $449 | -$107 | -$107 | |
| 101. ON DECK CAPITAL | 2019-07-12 | 2019-08-09 | $339 | $397 | -$58 | -$58 | |
| 31. RAVEN INDUSTRIES INC | 2019-07-12 | 2019-08-09 | $1,039 | $1,126 | -$87 | -$87 | |
| 12. RENEWABLE ENERGY GROUP INC | 2019-07-12 | 2019-08-09 | $154 | $187 | -$33 | -$33 | |
| 2. RUDOLPH TECH | 2019-07-12 | 2019-08-09 | $47 | $54 | -$7 | -$7 | |
| 54. RUTH'S HOSPITALITY GROUP, INC. | 2019-07-12 | 2019-08-09 | $1,137 | $1,193 | -$56 | -$56 | |
| 41. 3-D SYS CORP DEL | 2019-07-12 | 2019-08-09 | $292 | $360 | -$68 | -$68 | |
| 72. WOLVERINE WORLDWIDE INC | 2019-07-12 | 2019-08-09 | $1,862 | $1,977 | -$115 | -$115 | |
| 48. ENDO INTERNATIONAL PLC | 2019-07-12 | 2019-08-09 | $115 | $198 | -$83 | -$83 | |
| 59. ALLISON | 2019-07-12 | 2019-08-12 | $2,507 | $2,732 | -$225 | -$225 | |
| 76. CHEMOURS CO/THE | 2019-07-12 | 2019-08-12 | $971 | $1,505 | -$534 | -$534 | |
| 22. CULLEN FROST BKRS INC | 2019-07-12 | 2019-08-12 | $1,907 | $2,043 | -$136 | -$136 | |
| 24. EVERCORE INC | 2019-07-12 | 2019-08-12 | $1,836 | $2,164 | -$328 | -$328 | |
| 15. FIVE BELOW INC | 2019-07-12 | 2019-08-12 | $1,608 | $1,924 | -$316 | -$316 | |
| 110. FLOWERS FOODS INC COM | 2019-07-12 | 2019-08-12 | $2,457 | $2,573 | -$116 | -$116 | |
| 113. HARSCO CORP COM | 2019-07-12 | 2019-08-12 | $1,978 | $2,865 | -$887 | -$887 | |
| 50. HILLENBRAND INC | 2019-07-12 | 2019-08-12 | $1,400 | $1,747 | -$347 | -$347 | |
| 9. HUNTINGTON INGALLS IND | 2019-07-12 | 2019-08-12 | $1,859 | $2,105 | -$246 | -$246 | |
| 5. ICU MEDICAL INC | 2019-07-12 | 2019-08-12 | $826 | $1,233 | -$407 | -$407 | |
| 12. LEAR CORPORATION | 2019-07-12 | 2019-08-12 | $1,360 | $1,621 | -$261 | -$261 | |
| 15. MANTECH INTERNATIONAL CORP CL A | 2019-07-12 | 2019-08-12 | $1,034 | $999 | $35 | $35 | |
| 57. ON SEMICONDUCTOR CORP | 2019-07-12 | 2019-08-12 | $967 | $1,151 | -$184 | -$184 | |
| 45. PBF ENERGY INC - CLASS A | 2019-07-12 | 2019-08-12 | $1,011 | $1,356 | -$345 | -$345 | |
| 24. SEACOR HOLDINGS INC | 2019-07-12 | 2019-08-12 | $1,088 | $1,145 | -$57 | -$57 | |
| 8. SPECTRUM BRANDS HOLDINGS INC | 2019-07-12 | 2019-08-12 | $393 | $411 | -$18 | -$18 | |
| 21. SPIRIT AIRLINES | 2019-07-12 | 2019-08-12 | $822 | $1,063 | -$241 | -$241 | |
| 21. WESCO INTERNATIONAL INC | 2019-07-12 | 2019-08-12 | $945 | $1,053 | -$108 | -$108 | |
| 8. AAR CORP COM | 2019-07-12 | 2019-09-09 | $350 | $336 | $14 | $14 | |
| 12. AMN HEALTHCARE SERVICES INC | 2019-07-12 | 2019-09-09 | $682 | $657 | $25 | $25 | |
| 4. ANIXTER INTL INC | 2019-07-12 | 2019-09-09 | $254 | $233 | $21 | $21 | |
| 8. APPILED INDUSTRIAL TECHNOLOGIES | 2019-08-09 | 2019-09-09 | $424 | $445 | -$21 | -$21 | |
| 32. ARCHROCK INC | 2019-08-09 | 2019-09-09 | $325 | $289 | $36 | $36 | |
| 12. BANCFIRST CORP COM | 2019-07-12 | 2019-09-09 | $639 | $671 | -$32 | -$32 | |
| 15. BLUCORA INC | 2019-07-12 | 2019-09-09 | $332 | $442 | -$110 | -$110 | |
| 21. BOISE CASCADE CO. | 2019-07-12 | 2019-09-09 | $636 | $534 | $102 | $102 | |
| 18. BRADY CORP | 2019-07-12 | 2019-09-09 | $916 | $903 | $13 | $13 | |
| 9. CALAVO GROWERS INC | 2019-07-12 | 2019-09-09 | $878 | $845 | $33 | $33 | |
| 2. CALLAWAY GOLF COMPANY | 2019-07-12 | 2019-09-09 | $36 | $37 | -$1 | -$1 | |
| 1866.304 CAUSEWAY EMERGING MARKETS FUND - INST | 2019-07-12 | 2019-09-09 | $22,265 | $23,105 | -$840 | -$840 | |
| 10. CITY HOLDING CO | 2019-07-12 | 2019-09-09 | $727 | $767 | -$40 | -$40 | |
| 11. COMMUNITY HEALTHCARE TR INC COM | 2019-08-09 | 2019-09-09 | $466 | $468 | -$2 | -$2 | |
| 4. CORESITE REALTY CORP | 2019-07-12 | 2019-09-09 | $469 | $474 | -$5 | -$5 | |
| 22. CROCS INC | 2019-08-09 | 2019-09-09 | $550 | $551 | -$1 | -$1 | |
| 20. DIODES | 2019-07-12 | 2019-09-09 | $763 | $718 | $45 | $45 | |
| 986.75 EATON VANCE FLOATING RATE CLASS I | 2019-07-12 | 2019-09-09 | $8,713 | $8,772 | -$59 | -$59 | |
| 9. EMPLOYERS HOLDINGS INC | 2019-07-12 | 2019-09-09 | $385 | $392 | -$7 | -$7 | |
| 35. ENOVA INTERNATIONAL INC | 2019-07-12 | 2019-09-09 | $821 | $737 | $84 | $84 | |
| 37. EZCORP INC | 2019-08-09 | 2019-09-09 | $288 | $322 | -$34 | -$34 | |
| 17. EXXON MOBIL CORP COM | 2019-07-12 | 2019-09-09 | $1,209 | $1,321 | -$112 | -$112 | |
| 6. FACEBOOK INC | 2019-07-12 | 2019-09-09 | $1,122 | $1,209 | -$87 | -$87 | |
| 23. FIRST FINANCIAL BANCORP | 2019-07-12 | 2019-09-09 | $538 | $560 | -$22 | -$22 | |
| 13. GIBRALTAR INDUS | 2019-08-09 | 2019-09-09 | $527 | $547 | -$20 | -$20 | |
| 6. INDEPENDENT BANK | 2019-07-12 | 2019-09-09 | $414 | $445 | -$31 | -$31 | |
| 12. INSIGHT ENTERPRISES | 2019-07-12 | 2019-09-09 | $587 | $680 | -$93 | -$93 | |
| 9. INNOSPEC INC | 2019-07-12 | 2019-09-09 | $781 | $833 | -$52 | -$52 | |
| 30. IRIDIUM COMMUNICATIONS | 2019-07-12 | 2019-09-09 | $745 | $736 | $9 | $9 | |
| 23. KB HOME COM | 2019-07-12 | 2019-09-09 | $668 | $613 | $55 | $55 | |
| 32. KEMET CORP | 2019-07-12 | 2019-09-09 | $587 | $584 | $3 | $3 | |
| 11. KFORCE INC | 2019-07-12 | 2019-09-09 | $361 | $391 | -$30 | -$30 | |
| 10. LTC PROPERTIES INC REAL ESTATE INVESTMEN | 2019-07-12 | 2019-09-09 | $497 | $477 | $20 | $20 | |
| 6. LUMENTUM HOLDINGS | 2019-07-12 | 2019-09-09 | $348 | $324 | $24 | $24 | |
| 20. MANITOWOC COMPANY INC | 2019-07-12 | 2019-09-09 | $256 | $350 | -$94 | -$94 | |
| 11. MATERION CORP | 2019-07-12 | 2019-09-09 | $675 | $711 | -$36 | -$36 | |
| 2. MEDIFAST INC | 2019-07-12 | 2019-09-09 | $199 | $228 | -$29 | -$29 | |
| 3. MEDPACE HOLDINGS INC | 2019-08-09 | 2019-09-09 | $248 | $239 | $9 | $9 | |
| 37. OFG BANCORP | 2019-07-12 | 2019-09-09 | $772 | $887 | -$115 | -$115 | |
| 18. OTTER TAIL CORP | 2019-07-12 | 2019-09-09 | $922 | $948 | -$26 | -$26 | |
| 16. S&T BANCORP | 2019-07-12 | 2019-09-09 | $549 | $603 | -$54 | -$54 | |
| 14. SPX FLOW INC | 2019-07-12 | 2019-09-09 | $495 | $542 | -$47 | -$47 | |
| 10. SEACOR HOLDINGS INC | 2019-07-12 | 2019-09-09 | $473 | $477 | -$4 | -$4 | |
| 13. SKYWEST | 2019-07-12 | 2019-09-09 | $744 | $793 | -$49 | -$49 | |
| 27. SLEEP NUMBER CORP | 2019-07-12 | 2019-09-09 | $1,078 | $1,129 | -$51 | -$51 | |
| 15. SONIC AUTOMOTIVE | 2019-07-12 | 2019-09-09 | $423 | $355 | $68 | $68 | |
| 21. STEELCASE INC CL A | 2019-07-12 | 2019-09-09 | $333 | $367 | -$34 | -$34 | |
| 13. STEWART INFORMATION SERVICES | 2019-07-12 | 2019-09-09 | $441 | $517 | -$76 | -$76 | |
| 28. SYNCHRONOSS TECHNOLOGIES, INC | 2019-08-09 | 2019-09-09 | $177 | $250 | -$73 | -$73 | |
| 7. TETRA TECH INC | 2019-07-12 | 2019-09-09 | $567 | $587 | -$20 | -$20 | |
| 18. TIVO CORP | 2019-07-12 | 2019-09-09 | $145 | $134 | $11 | $11 | |
| 20. UNIVERSAL FOREST PRODUCTS | 2019-07-12 | 2019-09-09 | $757 | $740 | $17 | $17 | |
| 25. UNIVERSAL INSURANCE HOLDINGS | 2019-07-12 | 2019-09-09 | $678 | $704 | -$26 | -$26 | |
| 26. URSTADT BIDDLE | 2019-07-12 | 2019-09-09 | $580 | $554 | $26 | $26 | |
| 355.668 VANGUARD SMALL CAP GROWTH INDEX ADM | 2019-07-12 | 2019-09-09 | $23,154 | $23,734 | -$580 | -$580 | |
| 12. VERITIV CORP | 2019-07-12 | 2019-09-09 | $196 | $212 | -$16 | -$16 | |
| 38. VISHAY INTERTECHNOLOGY | 2019-07-12 | 2019-09-09 | $636 | $602 | $34 | $34 | |
| 91. W&T OFFSHORE INC | 2019-07-12 | 2019-09-09 | $404 | $421 | -$17 | -$17 | |
| 2. WD-40 | 2019-08-09 | 2019-09-09 | $371 | $371 | |||
| 29. WHITESTONE REIT | 2019-07-12 | 2019-09-09 | $365 | $372 | -$7 | -$7 | |
| 16. WINNEBAGO INDUSTRIES, INC. | 2019-07-12 | 2019-09-09 | $494 | $615 | -$121 | -$121 | |
| 30. XPERI CORP | 2019-07-12 | 2019-09-09 | $583 | $631 | -$48 | -$48 | |
| 13. JAMES RIVER GRP HLDGS | 2019-07-12 | 2019-09-09 | $650 | $622 | $28 | $28 | |
| 45. DORIAN LPG LTD | 2019-08-09 | 2019-09-09 | $475 | $401 | $74 | $74 | |
| 8. APPLE COMPUTER INC COM | 2019-11-20 | $2,109 | $1,747 | $362 | $362 | ||
| 18. AUTOMATIC DATA PROCESSING IN COM | 2019-11-20 | $3,059 | $2,987 | $72 | $72 | ||
| 56. AVNET INC COM | 2019-11-20 | $2,248 | $2,466 | -$218 | -$218 | ||
| 4. BANK OF AMERICA CORPORATION COM | 2019-07-12 | 2019-11-20 | $131 | $118 | $13 | $13 | |
| 25. BECTON DICKINSON & CO COM | 2019-11-20 | $6,169 | $6,348 | -$179 | -$179 | ||
| 84. CNA FINANCIAL CORP | 2019-11-20 | $3,725 | $4,058 | -$333 | -$333 | ||
| 218. CALLAWAY GOLF COMPANY | 2019-07-12 | 2019-11-20 | $4,337 | $4,038 | $299 | $299 | |
| 1. COCA COLA CO COM | 2019-09-09 | 2019-11-20 | $53 | $55 | -$2 | -$2 | |
| 45. CONOCOPHILLIPS CONOCO PHILLIPS | 2019-11-20 | $2,660 | $2,719 | -$59 | -$59 | ||
| 1. EXXON MOBIL CORP COM | 2019-07-12 | 2019-11-20 | $68 | $78 | -$10 | -$10 | |
| 1. J P MORGAN CHASE & CO COM | 2019-10-01 | 2019-11-20 | $130 | $117 | $13 | $13 | |
| 4. KEYCORP NEW COM | 2019-10-01 | 2019-11-20 | $76 | $70 | $6 | $6 | |
| 18. KIMBERLY CLARK CORP COM | 2019-11-20 | $2,415 | $2,460 | -$45 | -$45 | ||
| 2. PFIZER INC COM | 2019-07-12 | 2019-11-20 | $74 | $84 | -$10 | -$10 | |
| 15. ULTA BEAUTY INC | 2019-11-20 | $3,512 | $5,038 | -$1,526 | -$1,526 | ||
| 46. XILINX INC COM | 2019-11-20 | $4,187 | $4,818 | -$631 | -$631 | ||
| 9. AAR CORP COM | 2019-07-12 | 2019-11-21 | $399 | $378 | $21 | $21 | |
| 19. AMC NETWORKS-A | 2019-11-21 | $734 | $1,021 | -$287 | -$287 | ||
| 18. AARON'S INC | 2019-11-21 | $1,032 | $1,141 | -$109 | -$109 | ||
| 65. AARON'S INC | 2019-11-21 | $3,700 | $4,085 | -$385 | -$385 | ||
| 32. ALBEMARLE CORP COM | 2019-11-21 | $2,070 | $2,179 | -$109 | -$109 | ||
| 105. AVNET INC COM | 2019-07-12 | 2019-11-21 | $4,217 | $4,548 | -$331 | -$331 | |
| 30. BLUCORA INC | 2019-07-12 | 2019-11-21 | $634 | $883 | -$249 | -$249 | |
| 10. BRADY CORP | 2019-07-12 | 2019-11-21 | $557 | $502 | $55 | $55 | |
| 64. BRINKER INTL INC COM | 2019-11-21 | $2,795 | $2,501 | $294 | $294 | ||
| 39. CALLAWAY GOLF COMPANY | 2019-07-12 | 2019-11-21 | $773 | $722 | $51 | $51 | |
| 51. CRANE COMPANY | 2019-11-21 | $4,189 | $3,990 | $199 | $199 | ||
| 6. DIODES | 2019-07-12 | 2019-11-21 | $266 | $215 | $51 | $51 | |
| 35. EAST WEST BANCORP INC | 2019-11-21 | $1,543 | $1,576 | -$33 | -$33 | ||
| 135. EXELIXIS INC | 2019-11-21 | $2,167 | $2,727 | -$560 | -$560 | ||
| 58. EZCORP INC | 2019-08-09 | 2019-11-21 | $279 | $504 | -$225 | -$225 | |
| 7. FAIR ISAAC CORP | 2019-09-09 | 2019-11-21 | $2,507 | $2,529 | -$22 | -$22 | |
| 32. FIRST FINANCIAL BANCORP | 2019-07-12 | 2019-11-21 | $767 | $780 | -$13 | -$13 | |
| 5. INSPERITY | 2019-07-12 | 2019-11-21 | $369 | $649 | -$280 | -$280 | |
| 37. INSPERITY | 2019-11-21 | $2,724 | $3,938 | -$1,214 | -$1,214 | ||
| 10. KEMET CORP | 2019-07-12 | 2019-11-21 | $265 | $183 | $82 | $82 | |
| 23. LENNOX INTL | 2019-11-21 | $5,781 | $6,213 | -$432 | -$432 | ||
| 9. MURPHY USA, INC | 2019-09-09 | 2019-11-21 | $1,067 | $804 | $263 | $263 | |
| 54. REALPAGE, INC. | 2019-11-21 | $2,903 | $3,444 | -$541 | -$541 | ||
| 23. ROYAL GOLD INC COM | 2019-11-21 | $2,705 | $2,730 | -$25 | -$25 | ||
| 44. SYNCHRONOSS TECHNOLOGIES, INC | 2019-08-09 | 2019-11-21 | $198 | $393 | -$195 | -$195 | |
| 39. TECH DATA CORP | 2019-11-21 | $5,047 | $3,916 | $1,131 | $1,131 | ||
| 15. VERITIV CORP | 2019-07-12 | 2019-11-21 | $260 | $265 | -$5 | -$5 | |
| 4. WELLCARE HEALTH PLANS INC. | 2019-07-12 | 2019-11-21 | $1,269 | $1,161 | $108 | $108 | |
| 19. JAMES RIVER GRP HLDGS | 2019-07-12 | 2019-11-21 | $708 | $909 | -$201 | -$201 | |
| 143. MICRO FOCUS INTL ADR | 2017-08-21 | 2019-12-19 | $2,002 | $5,057 | -$3,055 | -$3,055 | |
| 2. VISTEON CORPORATION | 2019-07-12 | 2019-12-19 | $180 | $227 | -$47 | -$47 | |
| CAPITAL GAIN DIVIDENDS | $2,872 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,357 | CapitalGainNetIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qlfy Und Sect4940e Reduced Tax | QlfyUndSect4940eReducedTaxGrp |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,848 | OverpaymentAmt |
| Applied To ES Tax | $1,848 | 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 | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | 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 | 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 | 70139 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | 70139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,459 | 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 | $4,095,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,095,959 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,095,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,034,520 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $652 | TotalTaxAmt |
| Distributable Before Adj | $201,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,074 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | 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 | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $0 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $201,074 | 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 |
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 | $46,707 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | -$16,357 | 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 | $30,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,350 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN THOMAS MARSH POTTS ESTATE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3200 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,812,628 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,613,271 | $1,657,623 |
| FOREIGN STOCK | $34,609 | $36,949 |
| FIXED INCOME ETF | $172,946 | $172,896 |
| MUTUAL FUNDS - FI | $335,878 | $335,748 |
| MUTUAL FUNDS - EQUITY | $1,973,589 | $1,988,957 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $240,165 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $239,826 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,569 | LegalFeesAmt |
| Net Investment Income | $3,569 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2 | $2 | $0 |
| REAL ESTATE TAX ON NON-RENTAL | $771 | $771 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,526 | $1,526 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $75 | $75 | $0 |
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