BURDEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BURDEN FOUNDATION (EIN 72-6030712)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202041349349100024
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T12:13:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720454386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L A CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | 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 | 726030712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURD | BusinessNameControlTxt |
| Phone | 2259251120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3592 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR TOM J MEEK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WAYNE C DUSSEL | PreparerPersonNm |
| PTIN | P01413675 | PTIN |
| Phone | 2259251120 | PhoneNum |
| Preparation | 2020-04-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.96.152.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 12:13:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AE2777F1D0A990AE55C0861FCD27D3D4CCF4FC5F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE2777F1D0A990AE55C0861FCD27D3D4CCF4FC5F | 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 | $12,337,299 | 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 | $525,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $271,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $271,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $455,526 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,195,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,526 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,252,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $727,393 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $281 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $281 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,413 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,314 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,314 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,440 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $428 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,889 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $721 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,643 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,843 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $893,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $893,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $949,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,643 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $900,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $302,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $694,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $3,646 | CashEOYAmt |
| Cash EOYFMV | $3,648 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $629,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $629,156 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $23 | AcctRcvblAmt |
| Acct Rcvbl BOY | $236 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $23 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $23 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,228 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $492 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $492 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,647,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,491,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,673,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $140,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,674 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,117 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,333 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,333 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,852,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,155,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,337,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,852,576 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,155,248 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,852,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,155,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,852,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,155,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,852,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $302,672 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,155,248 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,155,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 1848 SHORT TERM | P | 2019-01-01 | 2019-12-31 | $1,292 | $32,244 | -$30,952 | -$30,952 |
| UBS 1848 LONG TERM | P | 2015-01-01 | 2019-12-31 | $74,836 | $83,414 | -$8,578 | -$8,578 |
| UBS 8505 LONG TERM | P | 2015-01-01 | 2019-12-31 | $900,000 | $624,441 | $275,559 | $275,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,526 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $548,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,388,648 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048197 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,137 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,789,253 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022164 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $361,353 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,838,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $900,782 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,232,732 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088029 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $474,488 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,386,232 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045684 | DistributionYr5Rt |
| Total Distribution | 0.240803 | TotalDistributionRt |
| Average Distribution | 0.048161 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,481,528 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $552,962 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $559,910 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $900,130 | 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 | $6,948 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,948 | SubtotalAmt |
| Tax Based On Investment Income | $6,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $492 | OverpaymentAmt |
| Applied To ES Tax | $492 | AppliedToESTaxAmt |
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 | 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 | LA CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259251120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | 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 |
| 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 (17 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT A HAWTHORNE | |||||||||
| 1751 STEELE BLVD | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| G TRIPPE HAWTHORNE | |||||||||
| II CITY PLAZA 400 CONVENTION ST | BATON ROUGE | LA | 70808 | SECRETARY | 2.00 | $0 | $0 | $0 | STE 700 |
| DR TOM J MEEK | |||||||||
| 1243 GLASGOW AVENUE | BATON ROUGE | LA | 70808 | PRESIDENT | 2.00 | $0 | $0 | $0 | |
| NANCY JO CRAIG | |||||||||
| 6820 GOODWOOD AVE | BATON ROUGE | LA | 70806 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JOHN B NOLAND | |||||||||
| NOLAND INVESTMENTS 100 NORTH STREET | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| SUE TURNER | |||||||||
| 3 RUE SORBONNE | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JULIET M YOUNGBLOOD | |||||||||
| 4700 LINE AVENUE SUITE 109 | SHREVEPORT | LA | 71106 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| ANNETTE D BARTON | |||||||||
| PO BOX 198 | WILSON | LA | 70789 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| ANN WILKINSON | |||||||||
| 3142 NORTH RIVER ROAD | PORT ALLEN | LA | 70767 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| CHRISTOPHER L ODINET | |||||||||
| 830 E BAYOU PARKWAY | LAFAYETTE | LA | 70508 | TREASURER | 2.00 | $0 | $0 | $0 | |
| DORSEY PEEK | |||||||||
| 2409 CREEKWOOD DR | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| BRANDON PARLANGE | |||||||||
| 8211 FALSE RIVER ROAD | NEW ROADS | LA | 70760 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| LEONARD L KILGORE III | |||||||||
| II CITY PLAZA 400 CONVENTION ST ST | BATON ROUGE | LA | 70802 | VICE PRESIDE | 2.00 | $0 | $0 | $0 | |
| LUCIEN P LABORDE JR | |||||||||
| 313 EAST WOODSTONE COURT | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| CARLTON MONROE | |||||||||
| 532 LOCUST RUN ROAD | CINCINNATI | OH | 45245 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| STEELE BUCKHOLTZ | |||||||||
| 3142 N RIVER ROAD | PORT ALLEN | LA | 70767 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| WILLIAM SILVIA | |||||||||
| 416 W WOODGATE CT | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,199,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $457,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,656,374 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,656,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,481,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $574,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $574,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,948 | TotalTaxAmt |
| Distributable Before Adj | $567,128 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $567,128 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $567,128 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $900,130 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $900,130 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,948 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $893,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $567,128 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $521,375 | UndistributedIncomePYAmt |
| Qualifying Distributions | $900,130 | QualifyingDistributionsAmt |
| Applied To Year1 | $521,375 | AppliedToYear1Amt |
| Applied To Current Year | $378,755 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $188,373 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LSU FOUNDATION | |||||||
| 3838 W LAKESHORE DR | BATON ROUGE | LA | 708084600 | NONE | PC | EDUCATION | $338,487 |
| BATON ROUGE FOUNDATION | |||||||
| 100 NORTH ST 900 | BATON ROUGE | LA | 70802 | NONE | PC | CHARITABLE ENDOWMENT | $29,800 |
| LSU FOUNDATION | |||||||
| 3838 W LAKESHORE DR | BATON ROUGE | LA | 708084600 | NONE | PC | EDUCATION | $525,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $893,287 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $271,867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $455,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $727,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $727,393 | TotalIncomeProducingActyAmt |
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 FRANCES MONROE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 BURDEN LANVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $525,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | LAND | NoncashPropertyDesc |
| Fair Market Value | $525,000 | FairMarketValueAmt |
| Received | 2019-11-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| VALERIE M WEBRE CPA | $3,413 | $3,413 |
| LA CHAMPAGNE & CO, LLP | $2,000 | $2,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $28,674 | EOYBookValueAmt |
| EOYFMV | $29,117 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $8,491,924 | EOYBookValueAmt |
| EOYFMV | $11,673,530 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHELPS DUNBAR | CategoryTxt |
| Legal Fees | $281 | LegalFeesAmt |
| Disbursements Charitable Prps | $281 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $1,333 | BOYBookValueAmt |
| EOY Book Value | $1,333 | EOYBookValueAmt |
| EOYFMV | $1,333 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $2,889 | $2,889 | |
| OFFICE SUPPLIES | $603 | $603 | |
| POSTAGE | $118 | $118 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INVESTMENT TAX PAYABLE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS FINANCIAL | $34,564 | $24,564 |
| APPRAISAL FEES | $750 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAX ON INVESTMENT INCOME | $6,948 | |
| FOREIGN TAXES PAID | $4,430 | $4,430 |
| REGISTRATION FEES | $10 | $10 |
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