FLORENCE MAUBOULES CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE MAUBOULES CHARITABLE TRUST (EIN 20-1774892)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201923179349101312
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T11:20:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205338510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGAS SOILEAU & BREAUX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 307 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705270307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201774892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE MAUBOULES CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3377837142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 449 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705270449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH O PRIVAT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3377837142 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH R DUGAS | PreparerPersonNm |
| PTIN | P00045108 | PTIN |
| Phone | 3377830650 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.107.170.184 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 16:44:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5B585BF0A7BA679F50681FC2C23802473662F0B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3BBBB5615C4FB70B866435365D99E237F879605 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,922,450 | 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 | $600 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $203 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $203 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $751,886 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,156 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $123,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,721 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $126,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $63,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $47,108 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $47,108 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,860 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,860 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $81,056 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $271,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $194,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $719,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $719,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $991,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $194,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$867,681 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,777 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,209 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,209 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,493,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,695,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,849,241 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,523,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,768,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,922,450 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $517,338 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,629,247 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $517,338 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,629,247 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,005,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,138,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,005,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,138,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,523,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,768,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,005,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$867,681 | ExcessRevenueOverExpensesAmt |
| Other Increases | $963 | OtherIncreasesAmt |
| Subtotal | $2,138,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,138,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF 317 MILTON AVE | P | $155,500 | $153,500 | $2,000 | $2,000 |
| SALE OF NORTH CAROLINA LAND | P | $170,000 | $202,820 | -$32,820 | -$32,820 |
| FRAHLINGER NOTE | P | $449 | -$449 | -$449 | |
| RAYMOND JAMES | P | $47,330 | $48,307 | -$977 | -$977 |
| RAYMOND JAMES | P | $166,493 | $176,580 | -$10,087 | -$10,087 |
| LPL FINANCIAL | P | $2,909 | $3,268 | -$359 | -$359 |
| LPL FINANCIAL | P | $96,322 | $65,498 | $30,824 | $30,824 |
| LPL FINANCIAL | P | $19,645 | $21,720 | -$2,075 | -$2,075 |
| LPL FINANCIAL | P | $93,350 | $82,488 | $10,862 | $10,862 |
| CAPITAL GAINS DIVIDENDS | P | $337 | $337 | $337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,744 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $742,341 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,963,380 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $582,468 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,397,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.132467 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $442,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,875,767 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.090658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $458,448 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,254,370 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087251 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $461,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,330,918 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086661 | DistributionYr5Rt |
| Total Distribution | 0.546601 | TotalDistributionRt |
| Average Distribution | 0.109320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,991,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $545,724 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $545,724 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $719,523 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,972 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,972 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,972 | OverpaymentAmt |
| Applied To ES Tax | $3,972 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | KENNETH O PRIVAT | IndividualWithBooksNm |
| Phone | 3377837142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W COURT CIRCLE | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70526 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH O PRIVAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 449 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 16.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $126,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,854,521 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,068,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,068,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,991,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,599 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $249,599 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,599 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,599 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $719,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $719,523 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,599 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,152 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $200,109 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $201,909 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $372,364 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $496,872 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,467,406 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $719,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $469,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,937,330 | 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 | $196,152 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,741,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $200,109 | ExcessFromYear4Amt |
| Excess From Year3 | $201,909 | ExcessFromYear3Amt |
| Excess From Year2 | $372,364 | ExcessFromYear2Amt |
| Excess From Year1 | $496,872 | ExcessFromYear1Amt |
| Excess From Current Year | $469,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH O PRIVAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W COURT CIRCLE | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3377837142 | RecipientPhoneNum |
| Form And Info And Materials | NONE DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE DEFINED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE DEFINED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIA PARISH LIBRARY | |||||||
| PO BOX 1509 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $250 |
| ACADIANA AREA FOR VETERANS | |||||||
| 1051 LAGNEAUX RD | DUSON | LA | 70529 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| ACADIANA HOME SCHOOL | |||||||
| 2168 E MAPLE RD | EUNICE | LA | 70535 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,750 |
| BATON ROUGE COMMUNITY COLLEGE | |||||||
| 201 COMMUNITY COLLEGE DR | BATON ROUGE | LA | 70806 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $1,000 |
| BLUE RIDGE FREE DENTAL CLINIC | |||||||
| PO BOX 451 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $3,700 |
| BLUE RIDGE SCHOOL EDUCATION FOUNDATION | |||||||
| PO BOX 803 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $500 |
| CHRISTIAN COMMUNITY OUTREACH | |||||||
| 201 INVERNESS LANE | BROUSSARD | LA | 70518 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,000 |
| ASSOC HAITIENNE DE DEVELOPMENT HUMAINE INC | |||||||
| PO BOX 2883 | LAPLACE | LA | 70069 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $2,500 |
| BOYS AND GIRLS CLUB OF THE PLATEAU | |||||||
| PO BOX 1812 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $13,300 |
| BREVARD MUSIC SOCIETY | |||||||
| PO BOX 312 | BREVARD | NC | 28712 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $10,000 |
| CHURCH OF THE GOOD SHEPHERD | |||||||
| PO BOX 32 | CASHIERS | NC | 28717 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $15,150 |
| CONGREGATION OF OUR LADY OF MOUNT CARMEL | |||||||
| PO BOX 1160 | LACOMBE | LA | 70445 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| CASHIERS AREA CHAMBER | |||||||
| PO BOX 238 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $120 |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $300 |
| CHURCH POINT HIGH SCHOOL | |||||||
| 305 E LOUGARRE ST | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $265 |
| COMMUNITY BIBLE CHURCH | |||||||
| PO BOX 2916 | HIGHLANDS | NC | 28741 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| COASTAL CONSERVATION ASSOCIATION | |||||||
| PO BOX 86458 | BATON ROUGE | LA | 70879 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $600 |
| DELTA STREETS ACADEMY | |||||||
| PO BOX 9895 | GREENWOOD | MS | 38930 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELIA BLVD ST 100 | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $26,000 |
| COMMUNITY OUTREACH CORPORATION | |||||||
| PO BOX 14 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,781 |
| DESORMEAUX FOUNDATION | |||||||
| 1331 JEFFERSON STREET | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,950 |
| CROWLEY ART ASSOCIATION | |||||||
| PO BOX 2003 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $2,550 |
| CROWLEY CHAMBER OF COMMERCE | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,500 |
| CROWLEY HIGH SCHOOL | |||||||
| 263 HENSGENS RD | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $3,000 |
| CROWLEY LIONS CLUB | |||||||
| PO BOX 982 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| DIOCESE OF LAKE CHARLES | |||||||
| 414 IRIS STREET | LAKE CHARLES | LA | 70601 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| CROWLEY ROTARY CLUB | |||||||
| PO BOX 307 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $21,550 |
| CROWLEY SOLITIC CLUB | |||||||
| 424 E 2ND STREET | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| DIOCESAN SERVICE APPEAL OF CHARLOTTE | |||||||
| 11235 CHURCH ST | CHARLOTTE | NC | 28203 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,000 |
| DIOCESE OF LAFAYETTE | |||||||
| PO BOX 3387 | LAFAYETTE | LA | 70503 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $22,500 |
| DUCKS UNLIMITED | |||||||
| PO BOX 1172 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| DUSON ELEMENTARY SCHOOL | |||||||
| 301 4TH ST | DUSON | LA | 70529 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| EPISCOPAL DIOCESE OF WESTERN NORTH CAROLINA | |||||||
| 233 DEEP FORD FALL | LAKE TOXAWAY | NC | 28747 | NONE | CHURCH ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,000 |
| ESTHERWOOD ELEMENTARY SCHOOL | |||||||
| 214 JEFFERSON AVE | ESTHERWOOD | LA | 70534 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $100 |
| EQUIP THE HEROES CROWLEY FIREMEN | |||||||
| PO BOX 1643 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| FERRIS STATE UNIVERSITY | |||||||
| 1201 S STATE ST | RAPIDS | MI | 49307 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| FIRST CHURCH OF GOD IN CHRIST | |||||||
| 305 W 9TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| P O BOX 1064 | CROWLEY | LA | 70527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $400 |
| FRANCISCAN MISSIONARY SISTERS OF AFRICA | |||||||
| 172 FOSTER ST | BRIGHTON | MA | 02135 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| FRIENDS ALBERT CARLTON CASHIERS LIBRARY | |||||||
| PO BOX 2628 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $750 |
| GLAD TIDINGS PENTECOSTAL CHURCH | |||||||
| PO BOX 345 | MANGHAM | LA | 71259 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,500 |
| FISHES & LOAVES FOOD PANTRY | |||||||
| PO BOX 11234 | CHARLOTTE | NC | 28203 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| GPS FOUNDATION | |||||||
| 1915 OCEAN WAY ST 105 | SANTA MONICA | CA | 90405 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| GRAND OPERA HOUSE OF THE SOUTH | |||||||
| 505 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $4,450 |
| GREETINGS FROM LEVY PARK | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| GARDINER WEBB UNIVERSITY | |||||||
| PO BOX 997 | BOILING SPRINGS | NC | 28017 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| HAMPTON PRESCHOOL AND EARLY LEARNING | |||||||
| PO BOX 569 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| HOLLINS UNIVERSITY | |||||||
| BOX 9629 | ROANOKE | VA | 24020 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $5,000 |
| HOLY TEMPLE CHURCH OF DELIVERANCE | |||||||
| 824 W 14TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| HOME OF GRACE | |||||||
| PO BOX 5009 | VANCLEAVE | MS | 39565 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,000 |
| HOSPICE HOUSE FOUNDATION OF WNC INC | |||||||
| PO BOX 815 | FRANKLIN | NC | 28734 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $20,000 |
| HILL COUNTRY DISTRICT JUNIOR LIVESTOCK SHOW | |||||||
| PO BOX 291217 | KERRVILLE | TX | 78029 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 901 E ELM | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,250 |
| IONA COLLEGE | |||||||
| 715 NORTH AVE | NEW ROCHELLE | NY | 10801 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $5,000 |
| IOTA HIGH SCHOOL | |||||||
| 456 S 5TH ST | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $50 |
| JEFF DAVIS COMMUNITIES AGAINST ABUSE | |||||||
| PO BOX 826 | JENNINGS | LA | 70546 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| HELP HOPE LIVE | |||||||
| 2 RADNOR CORP CTR STE 100 | RADNOR | PA | 19087 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| KNIGHTS OF COLUMBUS 5499 | |||||||
| PO BOX 2286 | CROWLEY | LA | 70527 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,800 |
| LAFAYETTE GENERAL FOUNDATION | |||||||
| 1214 COOLIDGE | LAFAYETTE | LA | 70503 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $31,000 |
| HIGHLANDS HURRICANES SWIM TEAM | |||||||
| PO BOX 940 | HIGHLANDS | NC | 28741 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,000 |
| LAFAYETTE PARISH BAR FOUNDATION | |||||||
| 2607 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $600 |
| LAMS INC HAITI FOUNDATION | |||||||
| PO BOX 565 | RAYNE | LA | 70548 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||||
| 200 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| HOSPICE OF ACADIANA | |||||||
| 2600 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| JOHNSON HANKS CEMETARY ASSOCIATION | |||||||
| 643 BLUE GILL RD | MORSE | LA | 70559 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| LAFAYETTE CHRISTIAN ACADEMY | |||||||
| 223 STONE AVE | LAFAYETTE | LA | 70507 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $102 |
| LOUISIANA STARS DRUM & BUGLE CORPS | |||||||
| 107 SWEET BAY LANE | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| LOUISIANA STATE UNIVERSITY | |||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $2,500 |
| LAFAYETTE HABITAT FOR HUMANITY | |||||||
| PO BOX 3088 | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| LOUISIANA POLITICAL MUSEUM & HALL OF FAME FOUNDATION | |||||||
| 499 E MAIN ST | WINNFIELD | LA | 71483 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| LOUISIANA STATE UNIVERSITY AT EUNICE | |||||||
| PO BOX 1129 | EUNICE | LA | 70535 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $7,500 |
| LSUE FOUNDATION | |||||||
| P O BOX 1551 | EUNICE | LA | 70535 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100,000 |
| MIDLAND HIGH SCHOOL | |||||||
| 735 S CROCKER ST | MIDLAND | LA | 70559 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $200 |
| MCNEESE STATE UNIVERSITY | |||||||
| 4205 RYAN STREET | LAKE CHARLES | LA | 70601 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $2,000 |
| ONE VOICE ONE CHOICE | |||||||
| 1230 LUROSE DR | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $200 |
| MISSION RENEW | |||||||
| PO BOX 62254 | LAFAYETTE | LA | 70596 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $4,000 |
| MOUNTAIN YOUTH CHARITIES | |||||||
| PO BOX 1603 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| ST ELIZABETH SEATON CATHOLIC CHURCH | |||||||
| PO BOX 2984 | LAFAYETTE | LA | 70502 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| NORTHSIDE ASSEMBLY OF GOD | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $7,100 |
| NORTHSIDE CHRISTIAN SCHOOL | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,425 |
| NORTHWESTERN STATE UNIVERSITY | |||||||
| PO BOX 2419 | NATCHITOCHES | LA | 71457 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 910 N EASTERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $27,105 |
| OLSH CATHOLIC CHURCH | |||||||
| PO BOX 403 | CHURCH POINT | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $21,500 |
| SISTERS OF THE HOLY FAMILY | |||||||
| 6901 CHEF MENTEUR HWY | NEW ORLEANS | LA | 70126 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| OUR LADY OF WISDOM | |||||||
| PO BOX 43599 | LAFAYETTE | LA | 70504 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $5,000 |
| OUR LADY QUEEN OF ANGELS | |||||||
| 2125 S UNION ST | OPELOUSAS | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| SOUTH CROWLEY ELEMENTARY SCHOOL | |||||||
| 1102 S PARKERSON AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $4,400 |
| OUR MOTHER OF PEACE CATHOLIC SCHOOL | |||||||
| 218 N ROGERS | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $5,500 |
| SARATOGA ARTS | |||||||
| 320 BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| ST IGNATIOUS OF LOYOLA CATHOLIC CHURCH | |||||||
| 7810 CYPRESSWOOD DR | SPRING | TX | 77379 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $750 |
| RAYNE CATHOLIC SCHOOL | |||||||
| 407 S POLK ST | RAYNE | LA | 70578 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,000 |
| REDEMPTORIST CATHOLIC SCHOOL | |||||||
| 606 S AVE N | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $3,600 |
| GEORGE RODRIGUE FOUNDATION OF THE ARTS | |||||||
| 747 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,350 |
| SACRED HEART ACADEMY | |||||||
| 4521 ST CHARLES AVE | NEW ORLEANS | LA | 70115 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,575 |
| SAINT BENDICT ABBEY | |||||||
| P O BOX 67 | STILL RIVER | MA | 01467 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCH | |||||||
| PO BOX 297 | MORSE | LA | 70559 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $100 |
| SISTERS OF THE MOST HOLY SACRAMENT | |||||||
| P O BOX 90037 | LAFAYETTE | LA | 70509 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| ST LEO CATHOLIC CHURCH | |||||||
| 7166 ROBERTS COVE RD | RAYNE | LA | 70578 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $100 |
| SOUTHWESTERN COMMUNITY COLLEGE | |||||||
| 447 COLLEGE DRIVE | SYLVIA | NC | 28779 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $1,500 |
| SUMMIT CHARTER SCHOOL FOUNDATION | |||||||
| 370 MITTEN LA | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| SOUTHWESTERN COMMUNITY COLLEGE FOUNDATION | |||||||
| 447 COLLEGE DRIVE | SYLVIA | NC | 28779 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $22,500 |
| ST JOHN THE EVANGELIST CHURCH | |||||||
| P O BOX 340 | MERMENTAU | LA | 70556 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,200 |
| ST JOSEPH CATHOLIC CHURCH | |||||||
| 255 N 8TH ST | PONCHATOULA | LA | 70545 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| ST JUDE'S CATHOLIC CHURCH | |||||||
| 3011 HIGHWAY 64 EAST | SAPPHIRE VALLEY | NC | 28774 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,250 |
| TIVY HIGH SCHOOL ATHLETICS | |||||||
| 3250 LOOP 534 | KERRVILLE | TX | 78028 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| TRINITY OUTDOORS DISABLED ADVENTURES | |||||||
| 517 LOUISIANA AVE | LAKE ARTHUR | LA | 70549 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| ST MICHAEL SCHOOL | |||||||
| 805 E NORTHERN | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $31,950 |
| ST MICHAEL'S CATHOLIC CHURCH | |||||||
| 224 W 5TH STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| ST THERESA'S CATHOLIC CHURCH | |||||||
| 417 W 3RD STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,250 |
| UL LAFAYETTE FOUNDATION | |||||||
| 705 E ST MARY BLVD | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| UNC TV | |||||||
| PO BOX 6000067 | RALEIGH | NC | 27675 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| UNITED WAY OF ACADIANA | |||||||
| PO BOX 52033 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $5,000 |
| THE ADVOCATES KENYA OUTREACH PROJECT | |||||||
| 1881 WORCHESTER RD | FRAMINGHAM | MA | 01701 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| THE CHURCH OF THE GOOD SHEPHERD | |||||||
| 1448 HWY 107 | CASHIERS | NC | 28717 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $750 |
| THE VILLAGE GREEN CASHIERS | |||||||
| P O BOX 2201 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $75,000 |
| UL MONROE | |||||||
| 700 UNIVERSITY AVE | MONROE | LA | 71209 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $2,000 |
| TRINITY CHRISTIAN COMMUNITY | |||||||
| PO BOX 13665 | NEW ORLEANS | LA | 70185 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| UNIVERSITY OF NORTH GEORGIA | |||||||
| 82 COLLEGE CIRCLE | DEHLONEGA | GA | 30597 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE | |||||||
| P O BOX 44444 | LAFAYETTE | LA | 70504 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $67,100 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 218 KILLIAN ANNEX | CULLOWHEE | NC | 28723 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,500 |
| WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF CHARITY ACTIVITIES | $2,500 |
| VILLAGE CONSERVANCY | |||||||
| PO BOX 2302 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| VOLUNTEERS OF AMERICA GBR | |||||||
| 114 EXCHANGE PLACE | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| WARD #5 SOFTBALL | |||||||
| PO BOX 65 | MORSE | LA | 70559 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $150 |
| WESTERN CAROLINA UNIVERSITY FOUNDATION | |||||||
| ONE UNIVERSITY DR | CULLOWHEE | NC | 28723 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $10,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $719,523 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $28 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $13,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $337 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,081 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $126,030 | ExclusionAmt |
| Related Or Exempt Function Incm | -$3,053 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,977 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS ON SECURITY SALES TO FURTHER EXEMPT PURPOSE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,695,027 | BookValueAmt |
| EOYFMV | $4,849,241 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARIAL FEES | $16,000 | $8,000 | $0 |
| SOUTHWEST ACADIA DEVELOPMENT LLC | $1,538 | $1,538 | $0 |
| DEREK PROPERTIES LLC | $34,236 | $34,236 | $0 |
| FORT STOCKTON INCOME PROPERTIES LLC | $569 | $569 | $0 |
| OFFICE SUPPLIES | $111 | $0 | $0 |
| ADVISORY FEES | $30,258 | $30,258 | $0 |
| MAINTENANCE | $4,250 | $4,250 | $0 |
| BANK FEES | $45 | $45 | $0 |
| LEGAL FEES | $1,155 | $1,155 | $0 |
| ADVERTISING | $905 | $905 | $0 |
| COURT FEES | $100 | $100 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VICKSBURG INCOME PROPERTIES LLC | $8,801 | $8,801 | $8,801 |
| LEGION CITY HALL LLC | $4,355 | $4,355 | $4,355 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN TAX AND BOOK INCOME | Desc |
| Amt | $963 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,105 | $1,105 | $0 |
| PROPERTY TAXES | $1,755 | $1,755 | $0 |
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