BURDEN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BURDEN FOUNDATION (EIN 72-6030712)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349101403
- Schema version
- 2017v2.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T09:37:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720454386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L A CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 Bennington Avenue | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726030712 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURDEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURD | BusinessNameControlTxt |
| Phone | 2259251120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3592 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR TOM J MEEK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2259251120 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne C Dussel | PreparerPersonNm |
| PTIN | P01413675 | PTIN |
| Phone | 2259251120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,559,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $468,537 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $468,537 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,635 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,635 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $589,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $589,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,625 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,625 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,338 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,338 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,097 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,936 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,315 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,059 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,059 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,068 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,068 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,123 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $233,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $233,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $239,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $281,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $531,067 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,170 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,884 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,496 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,884 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,884 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $399 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $5,478,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,704,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,570,238 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,815,448 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,842,816 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,858,618 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,333 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,333 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,393,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,677,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,559,243 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,861 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,861 | 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 | $8,393,749 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,675,058 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,393,749 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,675,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,393,749 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,677,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,393,749 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $281,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,675,058 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,675,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Americredit Auto Receivables | P | 2016-11-07 | 2017-06-08 | $930 | $935 | -$5 | -$5 |
| Americredit Auto Receivables | P | 2016-11-07 | 2017-07-10 | $975 | $981 | -$6 | -$6 |
| Americredit Auto Receivables | P | 2016-11-07 | 2017-08-08 | $895 | $900 | -$5 | -$5 |
| Americredit Auto Receivables | P | 2016-11-07 | 2017-09-08 | $965 | $971 | -$6 | -$6 |
| Americredit Auto Receivables | P | 2016-11-07 | 2017-10-10 | $1,013 | $1,019 | -$6 | -$6 |
| Capital Auto Receivables Asset | P | 2016-12-13 | 2017-11-20 | $437 | $440 | -$3 | -$3 |
| JPMorgan - LT Covered | P | 2015-01-01 | 2017-12-31 | $86,063 | $86,106 | -$43 | -$43 |
| Americredit Auto Receivables | P | 2015-11-06 | 2017-12-31 | $21,267 | $21,197 | $70 | $70 |
| AT&T Inc 1.7% | P | 2012-07-10 | 2017-06-01 | $10,000 | $10,176 | -$176 | -$176 |
| Bank of America 7 5/8% | P | 2011-03-21 | 2017-12-12 | $21,624 | $23,413 | -$1,789 | -$1,789 |
| BHP Billiton Fin 3.85% | P | 2015-07-06 | 2017-09-13 | $5,462 | $5,123 | $339 | $339 |
| Capital Auto Receivables Asset | P | 2016-12-13 | 2017-12-20 | $4,633 | $4,660 | -$27 | -$27 |
| Conocophillips 5 3/4% | P | 2009-02-10 | 2017-06-22 | $8,505 | $8,177 | $328 | $328 |
| Conocophillips 5 3/4% | P | 2009-02-10 | 2017-08-01 | $2,117 | $2,044 | $73 | $73 |
| Deutsche Bank 6% | P | 2015-01-01 | 2017-09-01 | $5,000 | $5,726 | -$726 | -$726 |
| Diageo Capital 5 3/4% | P | 2008-01-28 | 2017-10-23 | $15,000 | $15,469 | -$469 | -$469 |
| FNMA 5% | P | 2015-01-01 | 2017-02-13 | $30,000 | $31,721 | -$1,721 | -$1,721 |
| General Electric Cap Corp | P | 2015-01-01 | 2017-09-15 | $30,000 | $29,379 | $621 | $621 |
| Lehman Brothers Holdings Inc | P | 2015-01-01 | 2017-01-04 | $15 | $15 | $15 | |
| Morgan Stanley | P | 2012-09-20 | 2017-03-22 | $15,000 | $16,062 | -$1,062 | -$1,062 |
| Rabobank Nederland 3 3/8% | P | 2014-03-21 | 2017-01-19 | $5,000 | $5,000 | $0 | $0 |
| Rio Tinto | P | 2012-08-22 | 2017-06-22 | $4,522 | $5,491 | -$969 | -$969 |
| Royal Bank of Canada | P | 2012-09-12 | 2017-09-19 | $7,000 | $6,999 | $1 | $1 |
| Suntrust Banks | P | 2015-01-01 | 2017-09-11 | $10,000 | $10,113 | -$113 | -$113 |
| Total Capital Canada LTD | P | 2015-02-03 | 2017-09-13 | $2,029 | $2,018 | $11 | $11 |
| Total Capital Canada LTD | P | 2015-02-03 | 2017-09-13 | $2,029 | $2,018 | $11 | $11 |
| Total Capital Canada LTD | P | 2015-02-03 | 2017-09-14 | $1,013 | $1,009 | $4 | $4 |
| US Treas 3.5% | P | 2015-01-01 | 2017-11-07 | $88,815 | $87,828 | $987 | $987 |
| US Treas 1.875% | P | 2012-10-31 | 2017-08-31 | $25,000 | $26,403 | -$1,403 | -$1,403 |
| Royce Premier Fund | P | 2005-05-27 | 2017-11-29 | $100,000 | $73,792 | $26,208 | $26,208 |
| Vanguard 500 Index Fund Admiral | P | 2004-11-04 | 2017-12-31 | $183,163 | $82,667 | $100,496 | $100,496 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,635 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $361,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,838,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $900,782 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,232,732 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.088029 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $474,488 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,386,232 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045684 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $444,603 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,689,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045884 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $440,663 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,034,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048778 | DistributionYr5Rt |
| Total Distribution | 0.265104 | TotalDistributionRt |
| Average Distribution | 0.053021 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,789,253 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $572,057 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,311 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $577,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $239,137 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,861 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LA CHAMPAGNE & CO LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259251120 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT A HAWTHORNE | |||||||||
| II CITY PLAZA 400 CONVENTION ST STE | 700 | BATON ROUGE | LA | 70802 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| O MILES POLLARD | |||||||||
| PO BOX 64509 | BATON ROUGE | LA | 708964509 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 | |
| G TRIPPE HAWTHORNE | |||||||||
| II CITY PLAZA 400 CONVENTION ST STE | 700 | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| DR TOM J MEEK | |||||||||
| 1243 GLASGOW AVENUE | BATON ROUGE | LA | 70808 | TREASURER | 2.00 | $0 | $0 | $0 | |
| NANCY JO CRAIG | |||||||||
| 6820 GOODWOOD AVE | BATON ROUGE | LA | 70806 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JOHN B NOLAND | |||||||||
| NOLAND INVESTMENTS 100 NORTH STREET | SUITE 900 | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SUE TURNER | |||||||||
| 3 RUE SORBONNE | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| JULIET M YOUNGBLOOD | |||||||||
| 4700 LINE AVENUE SUITE 109 | SHREVEPORT | LA | 71106 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| ANNETTE D BARTON | |||||||||
| PO BOX 198 | WILSON | LA | 70789 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| ANN WILKINSON | |||||||||
| 3142 NORTH RIVER ROAD | PORT ALLEN | LA | 70767 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| CHRISTOPHER L ODINET | |||||||||
| 830 E BAYOU PARKWAY | LAFAYETTE | AL | 70508 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| DORSEY PEEK | |||||||||
| 2409 CREEKWOOD DR | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| BRANDON PARLANGE | |||||||||
| 8211 FALSE RIVER ROAD | NEW ROADS | LA | 70760 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| LEONARD L KILGORE III | |||||||||
| II CITY PLAZA 400 CONVENTION ST STE | 700 | BATON ROUGE | LA | 70802 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| LUCIEN P LABORDE JR | |||||||||
| 313 EAST WOODSTONE COURT | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| FRANCES MONROE | |||||||||
| 6200 BURDEN DRIVE | BATON ROUGE | LA | 70808 | SECRETARY | 2.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,819,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,953,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,953,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,789,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,621 | TotalTaxAmt |
| Distributable Before Adj | $528,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $528,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $528,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $239,137 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $239,137 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $239,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $225,957 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $239,137 | QualifyingDistributionsAmt |
| Applied To Year1 | $225,957 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $515,662 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LSU FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3838 W LAKESHORE DR | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708084600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $233,740 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $233,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $468,537 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,635 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $589,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $589,172 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VALERIE M WEBRE CPA | $1,538 | $0 | $1,538 |
| LA CHAMPAGNE & CO, LLP | $1,800 | $0 | $1,800 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,842,816 | EOYBookValueAmt |
| EOYFMV | $2,858,618 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,704,716 | EOYBookValueAmt |
| EOYFMV | $8,570,238 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHELPS DUNBAR | $501 | $501 | $0 |
| KEAN MILLER | $1,124 | $1,124 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERALS | Desc |
| BOY Book Value | $1,333 | BOYBookValueAmt |
| EOY Book Value | $1,333 | EOYBookValueAmt |
| EOYFMV | $1,333 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE | Desc |
| Revenue And Expenses Per Books | $3,068 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,068 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INVESTMENT TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,861 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP MORGAN FEES | $17,814 | $17,814 | $0 |
| UBS FINANCIAL | $32,283 | $32,283 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX ON INVESTMENT INCOME | $10,621 | $0 | $0 |
| FOREIGN TAXES PAID | $3,315 | $3,315 | $0 |
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