RUDOLPH C AND BYRDIE MILLER 1562-1115004243: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUDOLPH C AND BYRDIE MILLER 1562-1115004243 (EIN 74-6255229)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-09-10
- IRS object ID
- 202032549349100123
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-10T17:00:13-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746255229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDOLPH C AND BYRDIE MILLER 1554-1115004243 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDO | BusinessNameControlTxt |
| Phone | 5045867421 | 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 | 5045867421 | PhoneNum |
| Signature | 2020-09-10 | 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 | CD40D14FD4BE57D64A7BD6979FD7322AB2928B83 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD40D14FD4BE57D64A7BD6979FD7322AB2928B83 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,371 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $406 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $406 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,965 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$1,009 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $406 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $251 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $188 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $113 | 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 | $350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4 | 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 | $605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,405 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,414 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,001 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,001 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $20,071 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,928 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,340 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,929 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,340 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,929 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,340 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,414 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $18,929 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,929 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1.52 INVESCO OPPENHEIMER INTERNATIONAL SMALL- | 2018-03-08 | 2019-09-25 | $71 | $78 | -$7 | -$7 | |
| 6.039 BLACKROCK ADVANTAGE SMALL CAP CORE FUND | 2019-09-25 | $86 | $85 | $1 | $1 | ||
| 50.43 BLACKSTONE ALTERNATIVE MULTI-STRATEGY FU | 2019-09-25 | $548 | $523 | $25 | $25 | ||
| .343 BLACKSTONE ALTERNATIVE MULTI-STRATEGY FU | 2018-12-19 | 2019-09-25 | $4 | $4 | |||
| 1.992 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2017-10-06 | 2019-09-25 | $29 | $33 | -$4 | -$4 | |
| 3.543 FEDERATED HERMES MDT SMALL CAP CORE FUND | 2018-03-08 | 2019-09-25 | $67 | $73 | -$6 | -$6 | |
| 6.981 GLENMEDE LARGE CAP CORE PORTFOLIO INST # | 2019-09-25 | $185 | $196 | -$11 | -$11 | ||
| 2. ISHARES CORE S&P 500 ETF | 2019-09-25 | $596 | $407 | $189 | $189 | ||
| 1. ISHARES S&P MIDCAP 400 INDEX FUND | 2018-03-08 | 2019-09-25 | $193 | $192 | $1 | $1 | |
| 2. ISHARES TRUST - S & P SMALL CAP 600 INDEX | 2017-04-03 | 2019-09-25 | $157 | $136 | $21 | $21 | |
| 4.603 CLEARBRIDGE MID CAP CORE FUND - I | 2019-09-25 | $178 | $147 | $31 | $31 | ||
| 22.32 MAINGATE MLP FUND - I | 2019-09-25 | $152 | $174 | -$22 | -$22 | ||
| 11.765 T ROWE PRICE U.S. LARGE-CAP CORE FUND CL | 2019-09-25 | $304 | $276 | $28 | $28 | ||
| 1. SCHWAB EMERGING MARKETS EQUITY ETF | 2017-08-09 | 2019-09-25 | $25 | $26 | -$1 | -$1 | |
| 2.532 VIRTUS VONTOBEL EMERGING MKTS OPPOR-I | 2019-09-25 | $28 | $30 | -$2 | -$2 | ||
| 15. VANGUARD SHORT TERM CORP BD ETF | 2017-10-06 | 2019-11-18 | $1,215 | $1,200 | $15 | $15 | |
| 5. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2016-04-21 | 2019-11-18 | $331 | $330 | $1 | $1 | |
| 2. VANGUARD SECURITY | 2019-09-25 | 2019-11-18 | $106 | $106 | |||
| 64.497 MAINGATE MLP FUND - I | 2019-11-22 | $384 | $470 | -$86 | -$86 | ||
| 10.589 INVESCO OPPENHEIMER INTERNATIONAL SMALL- | 2020-01-06 | $508 | $497 | $11 | $11 | ||
| 15. ISHARES CORE S&P 500 ETF | 2020-03-19 | $3,654 | $2,963 | $691 | $691 | ||
| 6. ISHARES S&P MIDCAP 400 INDEX FUND | 2020-03-19 | $786 | $1,000 | -$214 | -$214 | ||
| 4. ISHARES TRUST - S & P SMALL CAP 600 INDEX | 2020-03-19 | $207 | $290 | -$83 | -$83 | ||
| 2. ISHARES INTERMEDIATE CREDIT BOND ETF | 2016-04-21 | 2020-03-19 | $101 | $110 | -$9 | -$9 | |
| 8. SCHWAB EMERGING MARKETS EQUITY ETF | 2020-03-19 | $152 | $196 | -$44 | -$44 | ||
| 6. VANGUARD SHORT TERM GOV'T BD ETF | 2020-03-19 | $372 | $364 | $8 | $8 | ||
| 2. VANGUARD SHORT TERM CORP BD ETF | 2017-10-06 | 2020-03-19 | $144 | $160 | -$16 | -$16 | |
| 6. VANGUARD INTERMEDIATE TERM GOVT BD ETF | 2016-04-21 | 2020-03-19 | $412 | $396 | $16 | $16 | |
| 1. VANGUARD SECURITY | 2019-09-25 | 2020-03-19 | $52 | $53 | -$1 | -$1 | |
| 10.592 BLACKROCK ADVANTAGE SMALL CAP CORE FUND | 2020-03-20 | $99 | $146 | -$47 | -$47 | ||
| 51.304 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-03-20 | $484 | $834 | -$350 | -$350 | ||
| 32.458 CAUSEWAY INTERNATIONAL VALUE FUND - INST | 2020-01-06 | 2020-03-20 | $306 | $507 | -$201 | -$201 | |
| 7.95 FEDERATED HERMES MDT SMALL CAP CORE FUND | 2020-03-20 | $94 | $160 | -$66 | -$66 | ||
| 83.754 GLENMEDE LARGE CAP CORE PORTFOLIO INST # | 2020-03-20 | $1,503 | $2,299 | -$796 | -$796 | ||
| 18.032 HSBC FRONTIER MARKETS FUND - I | 2020-03-20 | $153 | $247 | -$94 | -$94 | ||
| .023 CLEARBRIDGE MID CAP CORE FUND - I | 2019-06-20 | 2020-03-20 | $1 | $1 | |||
| 31.219 CLEARBRIDGE MID CAP CORE FUND - I | 2020-03-20 | $769 | $785 | -$16 | -$16 | ||
| 40.194 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2019-09-25 | 2020-03-20 | $129 | $207 | -$78 | -$78 | |
| 45.296 PIMCO COMMODITIESPLUS STRATEGY FUND INS | 2020-03-20 | $145 | $280 | -$135 | -$135 | ||
| 85.781 T ROWE PRICE U.S. LARGE-CAP CORE FUND CL | 2020-03-20 | $1,653 | $2,003 | -$350 | -$350 | ||
| 37.752 VIRTUS VONTOBEL EMERGING MKTS OPPOR-I | 2020-03-20 | $315 | $396 | -$81 | -$81 | ||
| CAPITAL GAIN DIVIDENDS | $267 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,415 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,613 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $23,659 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,255 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,316 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,266 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,319 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,253 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.219313 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,520 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $29,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085343 | DistributionYr5Rt |
| Total Distribution | 0.504432 | TotalDistributionRt |
| Average Distribution | 0.100886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $22,464 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,266 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,268 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,263 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $28 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045867421 | 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 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
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 | $251 | 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 | $21,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $1,119 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,119 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,119 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,263 | 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 | $1,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,119 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,110 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $171 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $654 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $446 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,119 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,637 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,110 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,527 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,112 | ExcessFromYear4Amt |
| Excess From Year3 | $171 | ExcessFromYear3Amt |
| Excess From Year2 | $654 | ExcessFromYear2Amt |
| Excess From Year1 | $446 | ExcessFromYear1Amt |
| Excess From Current Year | $144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEAN MONCLA TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HANCOCK WHITNEY BANK PRIVATE CLIENT | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4092411427 | RecipientPhoneNum |
| Form And Info And Materials | RECIPIENTS ARE OBTAINED BY RECOMMENDATION FROM THE BEAUMONT ROTARY CLUB, THE BEAUMONT LIONS CLUB, THE KIWANIS CLUB, AND THE BOY SCOUTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS A & M UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 BIZZELL ST | AddressLine1Txt |
| City | COLLEGE STATION | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800 | 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 | $406 | 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 | -$1,415 | 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 | -$1,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,009 | 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 | CategoryTxt |
| Amt | $350 | Amt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $5,663 | $5,934 |
| EQUITIES | AT COST | $12,265 | $16,436 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $4 | $4 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $0 | $0 |
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