ROBERT E ZETZMANN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ROBERT E ZETZMANN FAMILY FOUNDATION (EIN 75-2986397)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-05
IRS object ID
201913099349100026
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-05T11:03:04-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720207210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEPPERMAN EMBOULAS SCHWARTZ & TODARO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11815 CLEARVIEW PARKWAYAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752986397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E ZETZMANN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARK E ZETZMANNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5048336580PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK E ZETZMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5048336580PhoneNum
Signature2019-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE M HESS CPAPreparerPersonNm
PTINP01209707PTIN
Phone5048374555PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.185.43.227IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-24IPDt
IP Tm08:18:39IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFC5F187C3F3D3181CCD0C60773417B07A8BBEA52AtSubmissionCreationDeviceId
At Submission Filing Device IdFC5F187C3F3D3181CCD0C60773417B07A8BBEA52AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,245,714FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,559DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,791DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$394,147NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,600,753GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$394,147CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$421,706TotalRevAndExpnssAmt
Total Net Invst Incm$420,938TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$33,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$33,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,200LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$4,200LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$16,073OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,043OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,471TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,471TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,060OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,060OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$65,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$65,774TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$168,660ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$168,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$65,774TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$168,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$187,242ExcessRevenueOverExpensesAmt
Net Investment Income$355,164NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$205,675CashBOYAmt
Cash EOY$23,175CashEOYAmt
Cash EOYFMV$23,175CashEOYFMVAmt
Prepaid Expenses EOY$5,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,000PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,945,277CorporateStockBOYAmt
Corporate Stock EOY$1,886,998CorporateStockEOYAmt
Corporate Stock EOYFMV$2,118,704CorporateStockEOYFMVAmt
Corporate Bonds BOY$671,888CorporateBondsBOYAmt
Corporate Bonds EOY$1,094,909CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,098,835CorporateBondsEOYFMVAmt
Total Assets BOY$2,822,840TotalAssetsBOYAmt
Total Assets EOY$3,010,082TotalAssetsEOYAmt
Total Assets EOYFMV$3,245,714TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,822,840CapitalStockBOYAmt
Capital Stock EOY$3,010,082CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,822,840TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,010,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,822,840TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,010,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,822,840TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$187,242ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,010,082SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,010,082TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
CAPITAL ONE A/C #2012 S/T GAIN(LOSS) - COVEREDP$133,125$143,022-$9,897-$9,897
CAPITAL ONE A/C #2012 L/T GAIN(LOSS) - COVEREDP$311,739$230,451$81,288$81,288
CAPITAL ONE A/C #2012 L/T GAIN(LOSS) - NON-COVEREDP$5,304$2,115$3,189$3,1892010-05-282018-02-09
VANGUARD BROKERAGE A/C #9382 S/T GAIN(LOSS) - COVEREDP$1,347,417$1,308,919$38,498$38,4982018-09-28
VANGUARD BROKERAGE A/C #9382 L/T GAIN(LOSS) - COVEREDP$665,010$500,170$164,840$164,8402018-09-28
VANGUARD BROKERAGE A/C #9382 L/T GAIN(LOSS) - NON-COVEREDP$32,099$21,929$10,170$10,1702018-09-28
CAPITAL GAINS DIVIDENDSP$106,059$106,059$106,059
FieldValueIRS element (for citing)
Capital Gain Net Income$394,147CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$162,120AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,468,250NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046744DistributionYr1Rt
Adjusted Qlfy Distri Yr2$171,889AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,255,156NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052805DistributionYr2Rt
Adjusted Qlfy Distri Yr3$171,688AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,455,176NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049690DistributionYr3Rt
Adjusted Qlfy Distri Yr4$159,343AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,512,923NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045359DistributionYr4Rt
Adjusted Qlfy Distri Yr5$139,478AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,294,086NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.042342DistributionYr5Rt
Total Distribution0.236940TotalDistributionRt
Average Distribution0.047388AverageDistributionRt
Net Vl Noncharitable Assets$3,596,116NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$170,413AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,552NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$173,965AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$168,660QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,103InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,103SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,103TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$78EsPenaltyAmt
Tax Due$2,181TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressZETZMANNFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK E ZETZMANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048336580PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT E ZETZMANN JR
206 VINCENT AVEMETAIRIELA70005DIRECTOR6.00$11,000$0$0
MARK E ZETZMANN
326 DORRINGTON BLVDMETAIRIELA70005DIRECTOR8.00$11,000$0$0
CAROLINE Z CALHOUN
217 BROCKENBRAUGH CTMETAIRIELA70005DIRECTOR6.00$11,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,535,623AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,256AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,650,879TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,650,879AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,763CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,596,116NetVlNoncharitableAssetsAmt
Minimum Investment Return$179,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$179,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,103TaxBasedOnInvestmentIncomeAmt
Total Tax$7,103TotalTaxAmt
Distributable Before Adj$172,703DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$172,703DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$172,703DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,660ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$168,660QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$168,660AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$172,703DistributableAsAdjustedAmt
Undistributed Income PY$167,860UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$168,660QualifyingDistributionsAmt
Applied To Year1$167,860AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$171,903UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRIDGE HOUSE
4150 EARHART BLVDNEW ORLEANSLA70125NONEPRIVATELEADERSHIP AND SUPPORT ORGANIZATION$5,780
BUREAU OF GOVERNMENT RESEARCH
938 LAFAYETTE ST 200NEW ORLEANSLA70113NONEPRIVATECOMMUNITY OUTREACH$2,500
CIS NEW ORLEANS
3400 BIENVILLE ST SUITE BNEW ORLEANSLA70119NONEPRIVATEFAMILY SERVICES$1,000
CRIME STOPPERS INC
3300 METAIRIE ROADMETAIRIELA70001NONEPRIVATECITIZENS ORGANIZATION$2,500
FIRST UNITED METHODIST CHURCH
930 NORTH BLVDBATON ROUGELA70802NONEPRIVATECHURCH$2,500
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115NONEPRIVATEEDUCATIONAL INSTITUTION$2,500
AMERICAN CANCER SOCIETY
8900 JOHN W CARPENTER FWYDALLASTX75247NONEPRIVATERESEARCH$1,000
KINGSLEY HOUSE
1600 CONSTANCE STREETNEW ORLEANSLA70130NONEPRIVATECHILD AND FAMILY SERVICES$5,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTL DRIVE SUITE 200RYE BROOKNY10573NONEPRIVATERESEARCH$500
LSU FOUNDATION
3139C PATRICK F TAYLOR HALLBATON ROUGELA70803NONEPUBLICEDUCATIONAL INSTITUTION$12,000
METROPOLITAN CRIME COMMISSION
1615 POYDRAS ST 1060NEW ORLEANSLA70112NONEPRIVATECOMMUNITY OUTREACH$10,000
DE LA SALLE HIGH SCHOOL
5300 ST CHARLES AVENUENEW ORLEANSLA70115NONEPRIVATEEDUCATIONAL INSTITUTION$100
NATIONAL MS SOCIETY
4613 FAIRFIELD STMETAIRIELA70006NONEPRIVATERESEARCH$200
NEW ORLEANS CITY PARK
1 PALM DRNEW ORLEANSLA70124NONEPRIVATEBEAUTIFICATION AND EDUCATION PROGRAMS$11,500
NEW ORLEANS MUSEUM OF ART
1 COLLINS DIBOLL CIRCLENEW ORLEANSLA70179NONEPRIVATEMUSEUM$15,000
NEW ORLEANS WOMENS SHELTER
2020 S LIBERTY STNEW ORLEANSLA70113NONEPRIVATECOMMUNITY OUTREACH$10,000
EDEN HOUSE
PO BOX 750386NEW ORLEANSLA70175NONEPRIVATECOMMUNITY OUTREACH$1,500
FAMILY SERVICES OF NEW ORLEANS
2515 CANAL STREET STE 201NEW ORLEANSLA70119NONEPRIVATECOMMUNITY OUTREACH$2,500
SECOND HARVEST FOOD BANK
700 EDWARD AVEHARAHANLA70123NONEPRIVATEFAMILY SERVICES$21,050
SOUTHERN METHODIST UNIVERSITY
P O BOX 750402DALLASTX75275NONEPRIVATEEDUCATIONAL INSTITUTION$1,500
GREEK ORTHODOX COMMUNITY OF NEW ORLEANS
1200 ROBERT E LEE BLVDNEW ORLEANSLA70122NONEPRIVATECHURCH$2,000
TENNESSEE WILLIAMS FESTIVAL
938 LAFAYETTE ST SUITE 514NEW ORLEANSLA70113NONEPRIVATECOMMUNITY OUTREACH & EDUCATIONAL PROGRAMS$2,500
THE HISTORIC NEW ORLEANS COLLECTION
533 ROYAL STREETNEW ORLEANSLA70130NONEPRIVATEMUSEUM$5,000
LOUISE S MCGHEE SCHOOL
2343 POYDRAS STREETNEW ORLEANSLA70130NONEPRIVATEEDUCATIONAL INSTITUTION - RESEARCH$5,000
UNITED WAY FOR GREATER NEW ORLEANS AREA
2515 CANAL STNEW ORLEANSLA70119NONEPRIVATEFAMILY SERVICES$18,200
WWOZ
1008 N PETERS SUITE 200NEW ORLEANSLA70116NONEPUBLICPUBLIC RADIO SUPPORT$3,600
VOLUNTEERS OF AMERICA
4152 CANAL STREETNEW ORLEANSLA70119NONEPRIVATECOMMUNITY OUTREACH$2,500
LOUISIANA MUSEUM FOUNDATION
1000 BOURBOPN STREET STE B429NEW ORLEANSLA70116NONEPRIVATEMUSEUM$10,000
OCHSNER FOUNDATION HOSPITAL
1514 JEFFERSON HWYNEW ORLEANSLA70121NONEPRIVATERESEARCH - HOSPITAL$230
PLEASE FOUNDATION
PO BOX 9223METAIRIELA70005NONEPRIVATEEDUCATIONAL SUPPORT$10,000
ST MICHAELS SCHOOL
1522 CHIPPEWA STREETNEW ORLEANSLA70130NONEPRIVATEEDUCATIONAL INSTITUTION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$168,660TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,559ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$394,147ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$421,706ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$421,706TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME AND FIXED INCOME MUTUAL FUNDSBondNm
EOY Book Value$1,094,909EOYBookValueAmt
EOYFMV$1,098,835EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS & EQUITY MUTUAL FUNDSStockNm
EOY Book Value$1,886,998EOYBookValueAmt
EOYFMV$2,118,704EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$4,200LegalFeesAmt
Net Investment Income$4,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSE AND FILING FEESDesc
Revenue And Expenses Per Books$7,060RevenueAndExpensesPerBooksAmt
Net Investment Income$7,060NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEESCategoryTxt
Amt$16,073Amt
Net Investment Income$16,043NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$813$813$0
FEDERAL TAXES$4,658$4,658$0

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