BR & R FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BR & R FOUNDATION (EIN 72-1340978)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-13
- IRS object ID
- 201730729349100703
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-13T11:37:27-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720636725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNIS T BOURGEOIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 TREMONT DR | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721340978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B R & R FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BR&R | BusinessNameControlTxt |
| Phone | 2259230988 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL J ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2259230988 | PhoneNum |
| Signature | 2017-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN M HUGGINS CPA | PreparerPersonNm |
| PTIN | P00172773 | PTIN |
| Phone | 2259284770 | PhoneNum |
| Preparation | 2017-02-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.110.133.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-02-28 | IPDt |
| IP Tm | 13:23:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3FBA188555EFA4AC8550AA3B408BC19F930090F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 486F8824A40C8F8AB5CB5711612CDFAFC7F2B0A7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,639,208 | 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 | $35,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $785 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $785 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $84,796 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $535,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $84,796 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $211,805 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,805 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $12,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,195 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,195 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $7,574 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $918 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,800 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,800 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91,227 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,595 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,595 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,305 | CashBOYAmt |
| Cash EOY | $33,297 | CashEOYAmt |
| Cash EOYFMV | $33,297 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,249,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,224,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,605,911 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,271,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,258,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,639,208 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $476 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $476 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $476 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $476 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,499,010 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,499,010 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$227,709 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$241,388 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,271,301 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,257,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,271,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,258,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,271,301 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,257,622 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,257,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BRANDES SECURITIES- ST | P | $30,366 | $21,250 | $9,116 | $9,116 |
| BRANDES SECURITIES- LT | P | $262,363 | $297,640 | -$35,277 | -$35,277 |
| ICON INVESTMENTS-ST | P | $36,590 | $30,291 | $6,299 | $6,299 |
| ICON INVESTMENTS-LT | P | $135,643 | $101,891 | $33,752 | $33,752 |
| CAPITAL GAINS DIVIDENDS | P | $70,906 | $70,906 | $70,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $84,796 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $234,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,497,871 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052045 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $211,463 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,722,080 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044782 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,573 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,306,971 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $192,966 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,748,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $222,951 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,836,828 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058108 | DistributionYr5Rt |
| Total Distribution | 0.251584 | TotalDistributionRt |
| Average Distribution | 0.050317 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,416,808 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $222,241 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $803 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $223,044 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,601 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,607 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,607 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,607 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,906 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,906 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,299 | OverpaymentAmt |
| Applied To ES Tax | $1,299 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | RANDALL J ROBERTS | IndividualWithBooksNm |
| Phone | 2259230988 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART DRIVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL J ROBERTS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | 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 | $4,470,489 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,484,069 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,484,069 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,416,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $220,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $220,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,607 | TotalTaxAmt |
| Distributable Before Adj | $219,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $219,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $219,233 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,601 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $127,601 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $219,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $103,832 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $103,832 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,769 | 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 | $195,464 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS SERVICES OF THE GREATER BATON ROUGE AREA | |||||||
| 3772 NORTH BLVD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2644 SOUTH SHERWOOD FOREST BLVD | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 |
| AMERICAN RED CROSS | |||||||
| 4655 SHERWOOD COMMON BLVD | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 |
| ARTS COUNCIL OF GREATER BATON ROUGE | |||||||
| 427 LAUREL STREET | BATON ROUGE | LA | 70801 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,500 |
| BATON ROUGE REGIONAL EYE BANK | |||||||
| 7777 HENNESSY BLVD | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 |
| BATTERED WOMANS SHELTER | |||||||
| 3730 SAINT GERARD AVE | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| BISHOP OTT CENTER FOR THE HOMELESS | |||||||
| PO BOX 127 | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 9644 BROOKLINE AVENUE | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 |
| CANCER SERVICES OF GREATER BATON ROUGE | |||||||
| 505 LOBDELL AVENUE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,500 |
| CAPITAL AREA AGENCY ON AGING | |||||||
| 6554 FLORIDA BLVD 221 | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,500 |
| CAPITAL AREA CASA | |||||||
| 848 LOUISIANA AVENUE | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 1900 SOUTH ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 |
| CATHOLIC DIOCESE OF BATON ROUGE - RETIRED CLERGY FUND | |||||||
| 1800 SOUTH ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | NONE | CHURCH | CHARITABLE SUPPORT | $2,000 |
| DREAM DAY FOUNDATION | |||||||
| PO BOX 40247 | BATON ROUGE | LA | 70835 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| FRIENDS OF LA PUBLIC BROADCASTING | |||||||
| 7733 PERKINS ROAD | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 |
| GIRL SCOUTS OF AMERICA | |||||||
| 545 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| GREATER BATON ROUGE CHURCHES & SYNAGOGUES | |||||||
| 10560 AIRLINE HIGHWAY | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 |
| GREATER BATON ROUGE FOOD BANK | |||||||
| 5546 CHOCTAW DRIVE | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $4,000 |
| HOSPICE FOUNDATION OF GREATER BATON ROUGE | |||||||
| 9063 SIEGEN LANE A | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,750 |
| LOUISIANA RESOURCE CENTER FOR EDUCATORS | |||||||
| 5550 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $7,000 |
| LOUISIANA STATE UNIVERSITY FOUNDATION | |||||||
| 3838 WEST LAKESHORE DRIVE | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $16,000 |
| LSU TRADITION FUND | |||||||
| PO BOX 25095 | BATON ROUGE | LA | 70895 | NONE | PUBLIC CHARITY | CHARITABLE FOUNDATION | $6,050 |
| MANSHIP THEATER | |||||||
| 100 LAFAYETTE STREET | BATON ROUGE | LA | 70801 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $4,045 |
| MARY BIRD PERKINS | |||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPPORT | $2,500 |
| MISSIONARIES OF CHARITY | |||||||
| 737 EAST BOULEVARD | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,500 |
| OUR LADY OF MERCY | |||||||
| 445 MARQUETTE AVE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 |
| PENNINGTON BIOMEDICAL RESEARCH FOUNDATION | |||||||
| 6400 PERKINS ROAD | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE FOUNDATION | $3,500 |
| SALVATION ARMY | |||||||
| 7361 AIRLINE HIGHWAY | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,500 |
| ST ALOYSIUS | |||||||
| 1957 STUART AVENUE | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| ST ELIZABETH FOUNDATION | |||||||
| 8054 SUMMA AVE A | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 |
| ST JUDE THE APOSTLE | |||||||
| 9150 HIGHLAND ROAD | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 |
| ST VINCENT DE PAUL | |||||||
| 5621 GOVERNMENT STREET | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,500 |
| TIGER ATHLETIC FOUNDATION | |||||||
| PO BOX 711 | BATON ROUGE | LA | 70821 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,750 |
| VOLUNTEERS OF AMERICA | |||||||
| 3939 NORTH BOULEVARD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,500 |
| WEST BATON ROUGE HIGH 903 FM | |||||||
| 2825 GOVERNMENT STREET | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 |
| ST MICHAEL SPECIAL SCHOOL | |||||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70115 | NONE | SCHOOL | CHARITABLE SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,595 | 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 | $785 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $84,796 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,805 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARILYN BARBIER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 337 SUNSET BLVD | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,195 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,195 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FORM 990-PF IS ONLY REQUIRED TO BE SUBMITTED TO THE LA ATTORNEY GENERAL IF MORE THAN $5,000 WAS PAID TO A PROFESSIONAL FUNDRAISER. THIS DOES NOT APPLY TO BR&R FOUNDATION. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS | StockNm |
| EOY Book Value | $4,224,801 | EOYBookValueAmt |
| EOYFMV | $4,605,911 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $91,217 | $91,217 | $0 |
| TRANSACTION FEES | $10 | $10 | $0 |
| LICENSE & PERMIT | $73 | $0 | $73 |
| OFFICE EXPENSE | $20 | $0 | $20 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,250 | $5,250 | $0 |
| PAYROLL TAXES | $918 | $0 | $918 |
| EXCISE TAXES | $1,406 | $0 | $0 |
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