MARY & AL DANOS FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARY & AL DANOS FAMILY FOUNDATION (EIN 72-1495656)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-12-07
- IRS object ID
- 202033429349101208
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-07T12:49:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720870824 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGMANN DAZET & COMPANY APC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS BLVD SUITE 800 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721495656 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY & AL DANOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9856933300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WEST PARK AVE | AddressLine1Txt |
| City | GRAY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70359 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENE D DAVID | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9856933300 | PhoneNum |
| Signature | 2020-11-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA D ENGLADE | PreparerPersonNm |
| PTIN | P00623104 | PTIN |
| Phone | 5048378844 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.143.24.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-30 | IPDt |
| IP Tm | 13:19:05 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7D8527609979877185E5B56D7C7AC04DF30A42CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB1625EEBFBA7A382F999813F5E804EDB8A69326 | 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,990,858 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,313,322 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $566,564 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $566,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $387,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,368,029 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $387,064 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $146,812 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $166,685 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,413,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,120,313 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,931 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,931 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,467 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $237,473 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $232,473 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $266,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $261,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,651,806 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,651,806 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,918,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $261,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,651,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,495,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $858,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $430,877 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,571,605 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,571,605 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,183,027 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,507,780 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,567,724 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,895,108 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,281,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,868,831 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,922,570 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,879,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,015,802 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,177,941 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,863,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,966,896 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,609,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,104,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,990,858 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $25,940 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $25,940 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,583,583 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,078,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,609,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,104,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,609,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,104,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,609,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,495,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,104,608 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,104,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 34011 (ATTACHED) | D | $1,326,660 | $1,259,000 | $67,660 | $67,660 |
| UBS 34011 (ATTACHED) | D | $750,702 | $740,657 | $10,045 | $10,045 |
| UBS 34012 (ATTACHED) | D | $920,000 | $920,000 | $0 | $0 |
| UBS 34013 (ATTACHED) | D | $264,318 | $286,035 | -$21,717 | -$21,717 |
| UBS 34013 (ATTACHED) | D | $516,020 | $451,607 | $64,413 | $64,413 |
| UBS 34014 (ATTACHED) | D | $12,506 | $11,943 | $563 | $563 |
| UBS 34014 (ATTACHED) | D | $271,458 | $163,064 | $108,394 | $108,394 |
| UBS 35084 (ATTACHED) | D | $92,121 | $97,824 | -$5,703 | -$5,703 |
| UBS 35084 (ATTACHED) | D | $187,091 | $181,265 | $5,826 | $5,826 |
| UBS 35084 (ATTACHED) | D | $1,945 | $1,945 | $0 | $0 |
| UBS 35085 (ATTACHED) | D | $232,274 | $227,350 | $4,924 | $4,924 |
| UBS 35085 (ATTACHED) | D | $182,375 | $126,013 | $56,362 | $56,362 |
| UBS 35086 (ATTACHED) | D | $203,459 | $225,371 | -$21,912 | -$21,912 |
| UBS 35086 (ATTACHED) | D | $349,624 | $291,605 | $58,019 | $58,019 |
| UBS 35087 (ATTACHED) | D | $270,664 | $288,823 | -$18,159 | -$18,159 |
| UBS 35087 (ATTACHED) | D | $381,847 | $332,196 | $49,651 | $49,651 |
| UBS 35144 (ATTACHED) | D | $2,271,920 | $2,234,925 | $36,995 | $36,995 |
| UBS 35144 (ATTACHED) | D | $2,617,406 | $2,626,767 | -$9,361 | -$9,361 |
| UBS 35144 (ATTACHED) | D | $514,575 | $514,575 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $1,064 | $1,064 | $1,064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,064 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $852,001 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,155,374 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049664 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $800,544 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,229,761 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046463 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $461,451 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,216,033 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,487,372 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000856 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,997 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,540,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058422 | DistributionYr5Rt |
| Total Distribution | 0.183861 | TotalDistributionRt |
| Average Distribution | 0.036772 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $26,709,574 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $982,164 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $990,748 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,651,806 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $8,584 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,584 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $953 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,953 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $177 | EsPenaltyAmt |
| Overpayment | $12,192 | OverpaymentAmt |
| Applied To ES Tax | $12,192 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RENE DANOS DAVID | IndividualWithBooksNm |
| Phone | 9856933300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WEST PARK AVE | AddressLine1Txt |
| City | GRAY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RENE D DAVID | ||||||||
| 2545 WEST PARK AVE | GRAY | LA | 70359 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARCEL DANOS | ||||||||
| 2545 WEST PARK AVE | GRAY | LA | 70359 | TREASURER | 0.00 | $0 | $0 | $0 |
| ANDRE DANOS | ||||||||
| 2545 WEST PARK AVE | GRAY | LA | 70359 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ALYCE DANOS | ||||||||
| 2545 WEST PARK AVE | GRAY | LA | 70359 | SECRETARY | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,888,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,227,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,116,319 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,116,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $406,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,709,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,335,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,335,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,584 | TotalTaxAmt |
| Distributable Before Adj | $1,326,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,326,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,326,895 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,651,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,651,806 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,643,222 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,326,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $851,806 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,651,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $851,806 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $800,000 | 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 | $526,895 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RENE DANOS DAVID | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WEST PARK AVE | AddressLine1Txt |
| City | GRAY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9856933300 | RecipientPhoneNum |
| Form And Info And Materials | THE MARY & AL DANOS FAMILY FOUNDATION IS TO RECEIVE AND MAINTAIN PROPERTY EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATION THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. ANY PARTY INTERESTED IN SOLICITING FUNDS FROM THE FOUNDATION SHOULD SUBMIT AN APPLICATION CONTAINING THE NAMES AND ADDRESSES OF THE SOLICITING ORGANIZATION, ITS NOT-FOR-PROFIT FUNCTION, AND A BRIEF DESCRIPTION OF HOW SUCH FUNDS WOULD BE UTILIZED TO FURTHER SUCH FUNCTION. THE FOUNDATION ASSUMES NO RESPONSIBILITY FOR PROCESSING SUCH APPLICATIONS NOR GUARANTEES THAT FUNDS WILL BE AWARDED TO ANY APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BAYOU COMMUNITY FOUNDATION | |||||||
| PO BOX 582 | HOUMA | LA | 70361 | NONE | 501(C)(3) | CHARITABLE | $56,181 |
| CASA LAFOURCHE | |||||||
| 406 WEST 3RD STREET SECOND FLOOR | THIBODAUX | LA | 70301 | NONE | 501(C)(3) | CHARITABLE | $20,000 |
| CATHOLIC FOUNDATION OF SOUTH LOUISIANA | |||||||
| 2779 HWY 311 | SCHRIEVER | LA | 70394 | NONE | 501(C)(3) | CHARITABLE | $225,000 |
| NICHOLLS STATE UNIVERSITY | |||||||
| 906 EAST 1ST STREET | THIBODAUX | LA | 70301 | NONE | 501(C)(3) | EDUCATIONAL | $220,625 |
| ST GENEVIEVE CATHOLIC SCHOOL | |||||||
| 807 BARBIER AVENUE | THIBODAUX | LA | 70301 | NONE | 501(C)(3) | EDUCATIONAL | $300,000 |
| THE ROMAN CATHOLIC CHURCH OF THE DIOCESE OF HOUMA-THIBODAUX | |||||||
| PO BOX 505 | SCHRIEVER | LA | 70395 | NONE | 501(C)(3) | CHARITABLE | $800,000 |
| YORKSHIRE FOUNDATION | |||||||
| 14120 MEMORIAL DRIVE | HOUSTON | TX | 77079 | NONE | 501(C)(3) | CHARITABLE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,651,806 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $397 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $566,167 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,812 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $387,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $397 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,100,043 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,100,440 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN J DANOS JR ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2545 WEST PARK AVENUE | AddressLine1Txt |
| City | GRAY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70359 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,313,322 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | RESIDENTIAL REAL ESTATE PROPERTY WITH MUNICIPAL ADDRESS 15533 EAST MAIN ST. CUT OFF, LOUISIANA. | NoncashPropertyDesc |
| Fair Market Value | $800,000 | FairMarketValueAmt |
| Received | 2019-06-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $12,931 | Amt |
| Net Investment Income | $12,931 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM AND CONTENT OF APPLICATIONS | FORM 990, PART XV, LINE 2B-2D | THE MARY & AL DANOS FAMILY FOUNDATION IS TO RECEIVE AND MAINTAIN PROPERTY EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED.ANY PARTY INTERESTED IN SOLICITING FUNDS FROM THE FOUNDATION SHOULD SUBMIT AN APPLICATION CONTAINING THE NAMES AND ADDRESSES OF THE SOLICITING ORGANIZATION, ITS NOT-FOR-PROFIT FUNCTION, AND A BRIEF DESCRIPTION OF HOW SUCH FUNDS WOULD BE UTILIZED TO FURTHER SUCH FUNCTION.THE FOUNDATION ASSUMES NO RESPONSIBILITY FOR PROCESSING SUCH APPLICATIONS NOR GUARANTEES THAT FUNDS WILL BE AWARDED TO ANY APPLICANT.ANY SUBMISSION DEADLINES: NONERESTRICTIONS AND LIMITATIONS ON AWARDS: NONE |
| EXPLANATION FOR AMENDED RETURN | FORM 990-PF, PAGE 1, LINE G; SCHEDULE B; | THE MARY & AL DANOS FAMILY FOUNDATION IS AMENDING THE 2019 TAX RETURN TO REPORT THE FOLLOWING TRANSACTIONS THAT WERE ERRONEOUSLY OMITTED FROM THE ORIGINAL FILED 990-PF:NON-CASH CONTRIBUTIONS IN THE AMOUNT OF $825,000 FROM THE ALLEN J. DANOS JR ESTATE.NON-CASH DONATIONS IN THE AMOUNT OF $800,000 THAT WERE DONATED TO THE ROMAN CATHOLIC CHURCH OF THE DIOCESE OF HOUMA-THIBODAUX ON JULY 17, 2019. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS #35144 (ATTACHED) | BondNm |
| EOY Book Value | $2,879,411 | EOYBookValueAmt |
| EOYFMV | $3,015,802 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS #34011 (ATTACHED) | $179,154 | $319,451 |
| UBS #34012 (ATTACHED) | $2,770,000 | $2,783,055 |
| UBS #34013 (ATTACHED) | $2,537,862 | $2,881,637 |
| UBS #34014 (ATTACHED) | $2,136,654 | $2,912,469 |
| UBS #35084 (ATTACHED) | $1,153,510 | $1,323,872 |
| UBS #35085 (ATTACHED) | $1,060,197 | $1,234,678 |
| UBS #35086 (ATTACHED) | $3,947,589 | $4,546,540 |
| UBS #35087 (ATTACHED) | $2,496,865 | $2,867,129 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,507,780 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,567,724 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS #34011 (ATTACHED) | AT COST | $440,453 | $444,039 |
| UBS #34011 (ATTACHED) | AT COST | $1,846,639 | $1,870,084 |
| UBS #34012 (ATTACHED) | AT COST | $254,536 | $254,536 |
| UBS #35144 (ATTACHED) | AT COST | $3,322,353 | $3,398,237 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT SERVICES | $231,971 | $231,971 | $0 |
| SECRETARY OF STATE | $10 | $10 | $0 |
| INVESTMENT EXPENSES | $492 | $492 | $0 |
| EXCISE TAX | $5,000 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS, L.P. | -$11,268 | $0 | -$11,268 |
| ENERGY TRANSFER EQUITY, L.P. | -$3,767 | $0 | -$3,767 |
| MAGELLAN MIDSTREAM PARTNERS, LP | -$1,660 | $0 | -$1,660 |
| MPLX LP | -$15,454 | -$15,454 | -$15,454 |
| UBS CC 34012 | $154,770 | $154,770 | $154,770 |
| UBS CC 34011 | $24,454 | $24,454 | $24,454 |
| NONTAXABLE DISTRIBUTIONS | $14,296 | $0 | $14,296 |
| UBS CC 35085 | $2,915 | $2,915 | $2,915 |
| INVESTMENT INCOME | $7,526 | $0 | $7,526 |
| NONTAXABLE LOSS FROM NONCASH DONATION | -$25,000 | $0 | -$25,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $16,467 | Amt |
| Net Investment Income | $16,467 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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