LOUISIANA MUSEUM FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOUISIANA MUSEUM FOUNDATION (EIN 72-0954712)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201821359349312757
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T16:58:33-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721202445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSTLETHWAITE & NETTERVILLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GALLERIA BLVD STE 2100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720954712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUISIANA MUSEUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 5045580493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BOURBON STREET NO B429 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H MACLAY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5045580493 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHARON CASSIERE | PreparerPersonNm |
| PTIN | P00543368 | PTIN |
| Phone | 5048375990 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN H MACLAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 BOURBON STREET NO B429 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,159,979 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.THELMF.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO ENABLE SUPPORT, ADMINISTER FUNDING, AND RAISE AWARENESS FOR THE LOUISIANA STATE MUSEUM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 61 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $707,735 | PYContributionsGrantsAmt |
| CY Contributions Grants | $538,615 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $50,289 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,328 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,434 | PYInvestmentIncomeAmt |
| CY Investment Income | $143,398 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,766 | PYOtherRevenueAmt |
| CY Other Revenue | $375,121 | CYOtherRevenueAmt |
| PY Total Revenue | $779,224 | PYTotalRevenueAmt |
| CY Total Revenue | $1,087,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $263,970 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $281,175 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,517 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $634,030 | PYOtherExpensesAmt |
| CY Other Expenses | $545,120 | CYOtherExpensesAmt |
| PY Total Expenses | $898,000 | PYTotalExpensesAmt |
| CY Total Expenses | $826,295 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$118,776 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $261,167 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,846,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,137,529 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $27,256 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,819,182 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,109,817 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PRESERVE AND PROMOTE LOUISIANA'S HISTORY AND CULTURE BY ADMINISTERING GIFTS, GRANTS, AND CONTRIBUTIONS FOR THE LOUISIANA STATE MUSEUM (LSM) BY ASSISTING THE MUSEUM IN RAISING FUNDS AND BY MARKETING THE MUSEUM'S PROGRAMS AND SERVICES TO PROVIDE SUPPORT FOR COLLECTIONS, EXHIBITS, MUSEUM FACILITIES, EDUCATIONAL PUBLIC OUTREACH, AND OTHER PROGRAMMING FOR THE LSM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $188,896 | ExpenseAmt |
| Revenue | $30,328 | RevenueAmt |
| Desc | EXHIBITION SUPPORT: IN FISCAL YEAR (FY) 2016-2017, THE LOUISIANA MUSEUM FOUNDATION (LMF) PROVIDED THE FOLLOWING SUPPORT FOR LSM EXHIBITIONS INCLUDING:1. LIVING WITH HURRICANES: KATRINA AND BEYOND (PRESBYTERE, NEW ORLEANS) - REPAIRS, INSTALLATION AND UPGRADES OF EXHIBIT VIDEOS.2. THE LOUISIANA SPORTS HALL OF FAME INDUCTEES AND HOMETOWN TEAMS DISPLAYS (LOUISIANA SPORTS HALL OF FAME AND NORTHWEST LOUISIANA HISTORY MUSEUM, NATCHITOCHES) - ADMINISTRATION OF FUNDING PROVIDED BY THE LOUISIANA SPORTS HALL OF FAME FOUNDATION FOR ANNUAL UPDATES TO THE LOUISIANA SPORTS HALL OF FAME INDUCTEES EXHIBIT THAT ACKNOWLEDGES INCOMING STATE SPORTS HALL OF FAME HONOREES AND FOR FABRICATION, INSTALLATION, AND MARKETING OF THE HOMETOWN TEAMS EXHIBIT.3. THE NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT (NEW ORLEANS) - LMF FUNDED THE DEVELOPMENT OF A MASTER PLAN TO SERVE AS A GUIDE AND FRAMEWORK FOR THE TRANSFORMATION OF THE NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT INTO A STATE OF THE ART MUSEUM FACILITY.4. FROM "DIRTY SHIRTS" TO BUCCANEERS: THE BATTLE OF NEW ORLEANS IN AMERICAN CULTURE (CABILDO, NEW ORLEANS) - ENABLED THE RETURN OF THE UNIFORM COAT ANDREW JACKSON WORE WHILE LEADING TROOPS AT THE BATTLE OF NEW ORLEANS TO THE NATIONAL MUSEUM OF AMERICAN HISTORY OF THE SMITHSONIAN INSTITUTION AND A PAINTING AND OTHER ITEMS.5. IRIS AND THE GODDESSES OF CARNIVAL EXHIBIT (PRESBYTERE, NEW ORLEANS) - LMF ADMINISTERED FUNDS FOR THE FABRICATION, INSTALLATION, MARKETING AND OPENING RECEPTION OF THE EXHIBITION.6. SAINTS EXHIBIT (LOUISIANA SPORTS HALL OF FAME AND NORTHWEST LOUISIANA HISTORY MUSEUM, NATCHITOCHES) - ADMINISTRATION OF FUNDING FOR FABRICATION AND INSTALLATION OF THE EXHIBITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,910 | ExpenseAmt |
| Desc | COLLECTIONS & MUSEUM CONSERVATION SUPPORT: IN FY 2016-2017, LMF PROVIDED SUPPORT FOR THE CONSERVATION OF ARTIFACTS IN THE MUSEUM'S COLLECTIONS.LMF CONTINUED TO ADMINISTER AND CLOSED OUT A GRANT TO ADVANCE LSM'S MULTI-YEAR COLONIAL DOCUMENTS DIGITIZATION AND ONLINE PUBLICATION PROJECT, WHICH PERMANENTLY PRESERVES AND PROVIDES FREE INTERNET ACCESS TO THE CONTENTS OF LOUISIANA'S COLONIAL FRENCH AND SPANISH JUDICIAL RECORDS ARCHIVE. LMF ALSO HOSTED A PUBLIC OUTREACH EVENT ANNOUNCING THE COMPLETION OF THE PROJECT AND TO PROVIDE INFORMATION ON HOW TO ACCESS THE DOCUMENTS.LMF CONTINUED TO ADMINISTER A MAJOR DONATION THAT ENABLED LSM TO KEEP THE READING ROOM OF LSM'S LOUISIANA HISTORICAL CENTER OPEN TO THE PUBLIC TO ENSURE PUBLIC ACCESS TO THE MAPS, MANUSCRIPTS, AND OTHER RESEARCH MATERIALS HOUSED IN THE ARCHIVE.LMF ADMINISTERED FUNDS FOR THE FABRICATION, INSTALLATION AND OPENING OF THE IRIS AND GODDESSES OF CARNIVAL EXHIBIT (PRESBYTERE, NEW ORLEANS) AND FOR THE CONSERVATION OF GOWNS TO BE DISPLAYED IN THE EXHIBIT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $96,031 | ExpenseAmt |
| Desc | PUBLIC PROGRAMS, EDUCATION OUTREACH, AND MARKETING: IN FY 2016-2017, LMF GENERATED AND/OR ADMINISTERED FUNDING TO ENABLE THE LOUISIANA STATE MUSEUM'S DELIVERY OF PUBLIC AND EDUCATIONAL OUTREACH PROGRAMMING AND TO MARKET MUSEUM SERVICES, COLLECTIONS, FACILITIES, AND PROJECTS. LMF ALSO COORDINATED MUSEUM MARKETING EVENTS.LMF ADMINISTERED AND CLOSED A THREE YEAR GRANT ENABLING LSM'S DELIVERY OF PUBLIC EDUCATIONAL PROGRAMMING EXAMINING THE HISTORY OF CIVIL RIGHTS IN THE UNITED STATES AND THE CIVIL RIGHTS MOVEMENT IN LOUISIANA.LMF ORGANIZED AND HOSTED A SPRING OUTREACH LUNCHEON TO PROMOTE THE LSM'S NEWEST EXHIBIT - IRIS AND THE GODDESSES OF CARNIVAL.LMF CONTINUED ITS RESPONSIBILITY OF CONTRACTING WITH ALL PERFORMERS AND HANDLING CONCESSION SALES FOR LSM'S MOST POPULAR PUBLIC OUTREACH PROGRAM - MUSIC AT THE MINT AND HANDLING CONCESSION SALES FOR OTHER OUTREACH PROGRAMS AS REQUESTED.LMF PUBLISHED LA MUSEE, A PROFESSIONALLY DESIGNED AND WRITTEN FULL-COLOR MAGAZINE SPOTLIGHTING LSM'S HISTORIC PROPERTIES AND COLLECTIONS, SPECIAL PROJECTS, AND INNOVATIVE PROGRAMS AND SERVICES, THAT IS CIRCULATED TO LSM/LMF SUPPORTERS AND THE GENERAL PUBLIC.LMF CONTINUED TO ADMINISTER A PATRICK TAYLOR FOUNDATION GRANT FOR THE CREATION/PUBLICATION OF AN EDUCATIONAL GRAPHIC NOVEL FOR SCHOOL-AGED CHILD IN CONNECTION WITH LSM'S BATTLE OF NEW ORLEANS EXHIBITION.LMF PROMOTED AND HELPED TO HOST FESTIVALS, INCLUDING DOWNRIVER FESTIVAL, HELD AT NEW ORLEANS JAZZ MUSEUM AT THE OLD U.S. MINT FACILITY.LMF PARTICIPATED IN A BUSINESS AFTERHOURS EVENT AT THE PRESBYTERE TO PROMOTE THE MUSEUM AND ITS PROGRAMS.LMF ORGANIZED AND HOSTED AN ANNUAL MEETING OF ITS MEMBERSHIP TO CELEBRATE ITS ACCOMPLISHMENTS AND TO INTERPRET LSM'S WORK TO THE MUSEUM'S MOST COMMITTED SUPPORTERS AND ADVOCATES.LMF CONTINUED TO ADMINISTER FUNDING TO UNDERWRITE WEB DEVELOPMENT AND FOR SEVERAL WEB HOSTING SERVICES FOR SEVERAL LSM WEBSITES, INCLUDING MUSIC AT THE MINT AND LOUISIANA COLONIAL DOCUMENTS PROGRAMS AND OUTREACH OF THE NEW ORLEANS JAZZ MUSEUM THROUGH SOCIAL MEDIA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $292,431 | ExpenseAmt |
| Desc | PROFESSIONAL SERVICES AND OTHER PROGRAM SUPPORT: LMF PROVIDED FINANCIAL SERVICES INCLUDING BOOKKEEPING, ACCOUNTING, AUDITS, FUND MANAGEMENT, PROGRAM BUDGET ANALYSIS, GRANT ADMINISTRATION, AND INVESTMENT SERVICES FOR LSM PROGRAMMING.LMF PROVIDED FUND DEVELOPMENT SERVICES GRANTS AND PROPOSAL WRITING, DONOR CULTIVATION AND RECOGNITION, AND CONTRACT ADMIRATION FOR CONSULTING SERVICES FOR LSM PROGRAMMING AND PROJECTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $292,431 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $676,268 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL L BADILLA | PersonNm |
| Phone | 5045580493 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 632 DUMAINE STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70116 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| HERSCHEL L ABBOTT JR | ||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ARNOLD B BAKER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RALPH O BRENNAN | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY W S BRIGHT | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN CASBARIAN | ||||||
| DIRECTOR | 3.50 | Yes (X) | $0 | $0 | $0 | |
| J STOREY CHARBONNET | ||||||
| DIRECTOR | 0.05 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY M CLYNE | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER M COLE | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| MARIAN G CUNNINGHAM | ||||||
| DIRECTOR (RESIGNED 05/2017) | 2.50 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN A DUPUY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN D EDMUNDSON | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| HOLLEY L HAAG | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DANA M HANSEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULI MILLER HART | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH BALDWIN HEFLER | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| SANDRA T HERMAN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARY H HINES | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM H HINES | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| PHILIP HODGES | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| GROVER E MOUTON | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| PRENTISS C BUDDY PATRICK | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| RANSDELL GRACE PRIEUR | ||||||
| DIRECTOR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| ANNE B REILY | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| TIA NOLAN RODDY | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDER A SHESHUNOFF | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN B TILLER | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| THOMAS P WESTERVELT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE F BREITMEYER | ||||||
| MEMBER AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP M WOLLAM | ||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE FLOWER REDD | ||||||
| MEMBER AT LARGE | 4.00 | Yes (X) | $0 | $0 | $0 | |
| F RIVERS LELONG JR | ||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MELISSA DOUGLASS STEINER | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| E TIFFANY ADLER | ||||||
| VICE PRESIDENT | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GARY H BREWSTER | ||||||
| PRESIDENT | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN H MACLAY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $84,966 | $0 | $2,451 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $84,966 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,451 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $66,890 | MembershipDuesAmt |
| Fundraising | $96,817 | FundraisingAmt |
| Government Grants | $1,282 | GovernmentGrantsAmt |
| All Other Contributions | $373,626 | AllOtherContributionsAmt |
| Noncash Contributions | $25,582 | NoncashContributionsAmt |
| Total Contributions | $538,615 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM MANAGEMENT FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,328 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,328 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,328 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,700 | TotalRevenueColumnAmt |
| Exclusion | $68,700 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,698 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $74,698 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,698 | TotalRevenueColumnAmt |
| Exclusion | $74,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,315 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $96,817 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $72,517 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,202 | TotalRevenueColumnAmt |
| Exclusion | -$63,202 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ECONOMIC SETTLEMENT RE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $438,323 | TotalRevenueColumnAmt |
| Exclusion | $438,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $438,323 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,087,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,328 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $518,519 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,417 | TotalAmt |
| Program Services | $56,615 | ProgramServicesAmt |
| Management And General | $24,710 | ManagementAndGeneralAmt |
| Fundraising | $6,092 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,710 | TotalAmt |
| Program Services | $111,688 | ProgramServicesAmt |
| Management And General | $48,172 | ManagementAndGeneralAmt |
| Fundraising | $11,850 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,822 | TotalAmt |
| Program Services | $1,553 | ProgramServicesAmt |
| Management And General | $1,006 | ManagementAndGeneralAmt |
| Fundraising | $263 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,226 | TotalAmt |
| Program Services | $12,497 | ProgramServicesAmt |
| Management And General | $5,417 | ManagementAndGeneralAmt |
| Fundraising | $1,312 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,400 | TotalAmt |
| Program Services | $10,125 | ProgramServicesAmt |
| Management And General | $3,275 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,134 | TotalAmt |
| Program Services | $16,134 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,011 | TotalAmt |
| Program Services | $1,136 | ProgramServicesAmt |
| Management And General | $875 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,875 | TotalAmt |
| Program Services | $7,194 | ProgramServicesAmt |
| Management And General | $4,681 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,381 | TotalAmt |
| Program Services | $4,727 | ProgramServicesAmt |
| Management And General | $2,654 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,332 | TotalAmt |
| Program Services | $706 | ProgramServicesAmt |
| Management And General | $626 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,247 | TotalAmt |
| Program Services | $3,311 | ProgramServicesAmt |
| Management And General | $2,936 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,674 | TotalAmt |
| Program Services | $1,417 | ProgramServicesAmt |
| Management And General | $1,257 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EXHIBITS | $188,896 | $188,896 | |
| COLLECTIONS AND CONSERV | $98,910 | $98,910 | |
| PUBLIC PROGRAMS/EDUCATI | $98,243 | $96,031 | $2,212 |
| SETTLEMENT EXPENSE | $65,747 | $34,846 | $30,901 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,270 | TotalAmt |
| Program Services | $30,482 | ProgramServicesAmt |
| Management And General | $1,788 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $826,295 | TotalAmt |
| Program Services | $676,268 | ProgramServicesAmt |
| Management And General | $130,510 | ManagementAndGeneralAmt |
| Fundraising | $19,517 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,047 | BOYAmt |
| EOY | $162,617 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,076 | BOYAmt |
| EOY | $574,160 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,436 | BOYAmt |
| EOY | $11,851 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,158 | BOYAmt |
| EOY | $18,535 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $91,656 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $85,091 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,812 | BOYAmt |
| EOY | $6,565 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,337,887 | BOYAmt |
| EOY | $2,362,894 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,022 | BOYAmt |
| EOY | $907 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,846,438 | BOYAmt |
| EOY | $3,137,529 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,256 | BOYAmt |
| EOY | $27,712 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,256 | BOYAmt |
| EOY | $27,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,879 | BOYAmt |
| EOY | $1,164,548 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,887,303 | BOYAmt |
| EOY | $1,945,269 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,819,182 | BOYAmt |
| EOY | $3,109,817 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,846,438 | BOYAmt |
| EOY | $3,137,529 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $261,167 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,468 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $899,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $980,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $707,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $538,615 | CurrentTaxYearAmt |
| Total | $3,959,437 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $899,759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $980,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $707,735 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $538,615 | CurrentTaxYearAmt |
| Total | $3,959,437 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,429 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,936,008 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,775 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,700 | CurrentTaxYearAmt |
| Total | $320,844 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $45,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $14,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $438,323 | CurrentTaxYearAmt |
| Total | $498,276 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,778,557 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $193,560 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,007,916 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $156,043 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,679 | AdministrativeExpensesAmt |
| End Year Balance | $2,143,280 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,952,040 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $76,623 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,747 | AdministrativeExpensesAmt |
| End Year Balance | $2,007,916 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,942,173 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,093 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,226 | AdministrativeExpensesAmt |
| End Year Balance | $1,952,040 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,679,617 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $280,769 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,213 | AdministrativeExpensesAmt |
| End Year Balance | $1,942,173 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,573,866 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $117,130 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,379 | AdministrativeExpensesAmt |
| End Year Balance | $1,679,617 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.75000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $85,091 | DepreciationAmt |
| Book Value | $6,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,565 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,163,865 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,468 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $46,935 | OtherRevenueAmt |
| Revenue Not Reported | $76,403 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,087,462 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,087,462 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $873,230 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $46,935 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,935 | ExpensesNotReportedAmt |
| Expenses Subtotal | $826,295 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $826,295 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE MUSEUM ENDOWMENT FUND WAS CREATED BY THE BOARD TO ACCUMULATE $3,000,000 FOR MUSEUM SUPPORT. REVENUE AND OTHER SUPPORT FOR THE FUND CONSIST OF CONTRIBUTIONS, INVESTMENT INCOME, AND TRANSFER OF EXCESS FUNDS FROM OTHER TEMPORARILY RESTRICTED OR UNRESTRICTED FUNDS AS THE BOARD AUTHORIZES. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. ALL TAX RETURNS HAVE BEEN APPROPRIATELY FILED BY THE FOUNDATION. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. THE FOUNDATION'S TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION'S 2017 TAX RETURN HAS NOT BEEN FILED AS OF THE REPORT DATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES SEPARATELY STATED 46,935. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES SEPARATELY STATED 46,935. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOJITOS AT THE MINT | Event1Nm |
| Gross Receipts Event1 | $106,132 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $96,817 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,315 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $16,919 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,677 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $28,921 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $106,132 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $96,817 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,315 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,919 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,677 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $28,921 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $72,517 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$63,202 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,265 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,684 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,065 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | GIFT CARDS/CERTIFICATES | Desc |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,568 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES ITEMS WERE CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE ORGANIZATION'S BYLAWS EMPOWER THE EXECUTIVE COMMITTEE TO MAKE BINDING ACTIONS ON BEHALF OF THE BOARD IN BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE REPORTS ALL DECISIONS MADE TO THE FULL BOARD, AND THE FULL BOARD AFFIRMS THE DECISIONS. |
| FORM 990, PART VI, SECTION A, LINE 2 | F. RIVERS LELONG, HERSCHEL ABBOTT, AND WILLIAM HINES HAVE A BUSINESS RELATIONSHIP. WILLIAM HINES AND MARY HINES HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS VOTING GENERAL, ORGANIZATIONAL MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING OF THE MEMBERSHIP, MEMBERS OF THE GOVERNING BODY ARE ELECTED BY THE VOTING GENERAL, ORGANIZATIONAL MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN IS PREPARED BY THE ORGANIZATION'S CPA FIRM BASED ON INFORMATION PROVIDED TO THEM BY THE ORGANIZATION. ONCE COMPLETE, THE RETURN IS REVIEWED BY THE FINANCE MANAGER, EXECUTIVE DIRECTOR, AND THE BOARD TREASURER. AFTER ALL, IF ANY, QUESTIONS HAVE BEEN RESOLVED, THE RETURN IS SENT TO ALL MEMBERS OF THE FINANCE COMMITTEE AND THE BOARD FOR REVIEW BEFORE IT IS FILED. THE RETURN IS SIGNED BY THE EXECUTIVE DIRECTOR FOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST PLEDGE FORM IS SIGNED ANNUALLY BY BOARD MEMBERS. ANY NOTED CONFLICTS CAUSE A MEMBER TO RECUSE HIMSELF/HERSELF FROM VOTING ON THE ISSUE(S) CAUSING CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION SUBMITS A CURRENT YEAR OPERATING BUDGET TO THE FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE HAS REVIEWED IT AND PROVIDED INPUT, THE ANNUAL BUDGET THEN GOES TO EITHER THE EXECUTIVE COMMITTEE OR TO THE FULL BOARD FOR REVIEW AND APPROVAL. IN THE ANNUAL BUDGET, THERE MAY BE A COST-OF-LIVING ALLOWANCE INCREASE IN SALARIES INCLUDED, TYPICALLY 1.5-3%, IF THE ORGANIZATION'S INCOME IS SUFFICIENT. AGAIN, ONLY IF THE ORGANIZATION'S INCOME IS SUFFICIENT, AND IF WARRANTED, THERE MAY BE ADDITIONAL INCREASES OR BONUSES. THE FINANCE COMMITTEE RESEARCHES COMPARATIVE SALARIES TO HELP DETERMINE AND SET COMPENSATION AMOUNTS. IF THE EXECUTIVE COMMITTEE APPROVES THE BUDGET, IT IS THEN PRESENTED TO THE FULL BOARD, THOUGH THE FULL BOARD DOES NOT NEED TO APPROVE THE BUDGET IF THE EXECUTIVE COMMITTEE HAS ALREADY DONE SO. IF INCREASES ARE BEING GRANTED, IT IS CLEARLY STATED IN THE PERTINENT BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL INFORMATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. |
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