FLORENCE MAUBOULES CHARITABLE TRUST: Form 990PF, tax year 2015
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- Organization
- FLORENCE MAUBOULES CHARITABLE TRUST (EIN 20-1774892)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101568
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:15:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205338510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUGAS SOILEAU & BREAUX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 307 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705270307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201774892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLORENCE MAUBOULES CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FLOR | BusinessNameControlTxt |
| Phone | 3377837142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 449 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705270449 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH O PRIVAT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3377837142 | PhoneNum |
| Signature | 2016-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH R DUGAS | PreparerPersonNm |
| PTIN | P00045108 | PTIN |
| Phone | 3377830650 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,658,691 | 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 | $750 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $548,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,239 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,068 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,068 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $262,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $286 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,646 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $562,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,646 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $233,306 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $233,306 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,005,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,637,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,425,385 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,161,098 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,870,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,658,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,161,098 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,870,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,161,098 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,870,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,161,098 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,870,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,161,098 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,165 | OtherIncreasesAmt |
| Subtotal | $3,870,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,870,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ARTISAN INTL VAL INVS | P | 2015-01-14 | $2,280 | $2,337 | -$57 | -$57 |
| METWEST TTL RET BD | P | 2015-09-01 | $351 | $354 | -$3 | -$3 |
| PHILLIPS 66 | P | 2015-01-14 | $363 | $491 | -$128 | -$128 |
| PIONEER GLB HI YLD | P | 2015-10-29 | $1,965 | $2,083 | -$118 | -$118 |
| SPDR BARC HI YLD BD ETF | P | 2015-01-14 | $4,259 | $4,461 | -$202 | -$202 |
| ARTISAN INTL VAL INVS | P | 2015-01-14 | $2,849 | $2,948 | -$99 | -$99 |
| METWEST TTL RET BD | P | 2015-09-01 | $1,348 | $1,348 | $0 | $0 |
| PHILLIPS 66 | P | 2015-01-14 | $448 | $451 | -$3 | -$3 |
| PIONEER GLB HI YLD | P | 2015-10-29 | $4,672 | $5,404 | -$732 | -$732 |
| SPDR BARC HI YLD BD ETF | P | 2015-01-14 | $6,879 | $7,177 | -$298 | -$298 |
| ARTISAN INTL VAL INVS | P | 2015-01-14 | $30,461 | $20,761 | $9,700 | $9,700 |
| METWEST TTL RET BD | P | 2015-09-01 | $13,725 | $12,414 | $1,311 | $1,311 |
| PHILLIPS 66 | P | 2015-01-14 | $14,663 | $5,237 | $9,426 | $9,426 |
| PIONEER GLB HI YLD | P | 2015-10-29 | $25,861 | $30,453 | -$4,592 | -$4,592 |
| SPDR BARC HI YLD BD ETF | P | 2015-01-14 | $65,721 | $66,807 | -$1,086 | -$1,086 |
| CHEVRON CORP | P | 2015-01-14 | $674 | $760 | -$86 | -$86 |
| CHICAGO BRIDGE & IRON | P | 2015-01-14 | $14,523 | $24,868 | -$10,345 | -$10,345 |
| KINDER MORGAN INC | P | 2015-01-14 | $47,283 | $48,347 | -$1,064 | -$1,064 |
| VERITIV CORP | P | 2015-01-15 | $10 | $7 | $3 | $3 |
| ONEOK PARTNERS | P | 2015-01-14 | $1,300 | $1,764 | -$464 | -$464 |
| CHEVRON CORP | P | 2015-01-14 | $1,147 | $1,275 | -$128 | -$128 |
| FREEPORT MCMORAN INC | P | 2015-01-15 | $175 | $352 | -$177 | -$177 |
| VERITIV CORP | P | 2015-01-15 | $39 | $24 | $15 | $15 |
| CHEVRON CORP | P | 2015-01-14 | $17,232 | $14,382 | $2,850 | $2,850 |
| ONEOK PARTNERS | P | 2015-01-14 | $22,531 | $18,229 | $4,302 | $4,302 |
| VERITIV CORP | P | 2015-01-15 | $635 | $272 | $363 | $363 |
| ABBVIE INC | P | 2015-03-10 | $718 | $782 | -$64 | -$64 |
| KINDER MORGAN INC | P | 2015-03-10 | $23,424 | $24,267 | -$843 | -$843 |
| NATIONAL OILWELL VARCO INC | P | 2015-11-02 | $466 | $576 | -$110 | -$110 |
| PETSMART INC | P | 2015-01-14 | $24,445 | $17,947 | $6,498 | $6,498 |
| ENERGY TRANSFER EQUITY LP | P | 2015-03-10 | $389 | $404 | -$15 | -$15 |
| ENERGY TRANSFER EQUITY LP | P | 2015-10-06 | $717 | $952 | -$235 | -$235 |
| ABBVIE INC | P | 2015-03-10 | $15,751 | $8,601 | $7,150 | $7,150 |
| CEMEX SAB DE CV SPON ADR | P | 2015-03-10 | $8,182 | $6,284 | $1,898 | $1,898 |
| NATIONAL OILWELL VARCO INC | P | 2015-11-02 | $11,960 | $20,071 | -$8,111 | -$8,111 |
| WEIGHT WATCHERS INTL INC | P | 2015-10-22 | $9,278 | $14,122 | -$4,844 | -$4,844 |
| ICON PLC SHS | P | 2015-10-06 | $20,372 | $7,360 | $13,012 | $13,012 |
| ENERGY TRANSFER EQUITY LP | P | 2015-03-10 | $24,304 | $8,307 | $15,997 | $15,997 |
| ENERGY TRANSFER EQUITY LP | P | 2015-05-13 | $13,867 | $3,896 | $9,971 | $9,971 |
| ENERGY TRANSFER EQUITY LP | P | 2015-10-06 | $18,179 | $7,846 | $10,333 | $10,333 |
| ST JOE CO | P | 2015-03-10 | $35,726 | $39,528 | -$3,802 | -$3,802 |
| CAPITAL GAINS DIVIDENDS | P | $59,016 | $59,016 | $59,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,239 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,254,370 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.087251 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $461,982 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,330,918 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086661 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $217,075 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,286,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $272,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,394,512 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050460 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $250,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,226,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047962 | DistributionYr5Rt |
| Total Distribution | 0.313396 | TotalDistributionRt |
| Average Distribution | 0.062679 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,875,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $305,608 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,836 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $307,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $443,861 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,836 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,836 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,033 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $10,033 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,197 | OverpaymentAmt |
| Applied To ES Tax | $8,197 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KENNETH O PRIVAT | IndividualWithBooksNm |
| Phone | 3377837142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W COURT CIRCLE | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH O PRIVAT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 449 | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70527 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $56,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,656,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,950,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,950,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,875,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,836 | TotalTaxAmt |
| Distributable Before Adj | $241,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $241,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $241,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,861 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $443,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,836 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $442,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,371 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $196,152 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $200,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $399,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241,952 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $201,909 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $601,541 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $601,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,371 | ExcessFromYear4Amt |
| Excess From Year2 | $196,152 | ExcessFromYear2Amt |
| Excess From Year1 | $200,109 | ExcessFromYear1Amt |
| Excess From Current Year | $201,909 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH O PRIVAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 W COURT CIRCLE | AddressLine1Txt |
| City | CROWLEY | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3377837142 | RecipientPhoneNum |
| Form And Info And Materials | NONE DEFINED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE DEFINED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE DEFINED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LEGION POST 225 | |||||||
| P O BOX 565 | CHURCH POINT | LA | 70525 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| CASHIERS AREA CHAMBER | |||||||
| 202 US HWY 64 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $110 |
| ACADIA PARISH CHOICES PROGRAM | |||||||
| P O BOX 289 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $250 |
| CASHIERS VALLEY COMMUNITY COUNCIL | |||||||
| P O BOX 2906 | CASHIERS | NC | 28717 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $2,000 |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| CROWLEY PROFESSIONAL FIREFIGHTERS | |||||||
| P O BOX 1643 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| CHURCH OF CHRIST IN CROWLEY | |||||||
| P O BOX 21 | CROWLEY | LA | 70527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| CHURCH OF THE INCARNATION | |||||||
| 111 N 5TH ST | HIGHLANDS | NC | 28741 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| CHURCH POINT PENTECOSTAL CHURCH | |||||||
| P O BOX 410 | CHURCH POINT | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| ARCHDIOCESE OF NEW ORLEANS | |||||||
| 1000 HOWARD AVE SUITE 800 | NEW ORLEANS | LA | 70113 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| CITY OF RAYNE RECREATION DEPARTMENT | |||||||
| P O BOX 69 | RAYNE | LA | 70578 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $100 |
| ASSIST AGENCY | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $500 |
| ASSOC HAITIENNE DE DEVELOPMENT HUMAINE INC | |||||||
| P O BOX 2883 | LAPLACE | LA | 70069 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $7,500 |
| CROWLEY LIONS CLUB | |||||||
| P O BOX 982 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $200 |
| COASTAL CONSERVATION ASSOCIATION | |||||||
| P O BOX 86458 | BATON ROUGE | LA | 70879 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $900 |
| BLUE RIDGE FREE DENTAL CLINIC | |||||||
| P O BOX 3267 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $750 |
| BRIDGE MINISTRIES OF ACADIANA INC | |||||||
| P O BOX 62029 | LAFAYETTE | LA | 70596 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| DIOCESE OF ORLANDO | |||||||
| P O BOX 1800 | ORLANDO | FL | 32602 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| CASHIERS GLENVILLE VOLUNTEER FIRE DEPT | |||||||
| P O BOX 1978 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 N CAROLINA 107 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,900 |
| CASHIERS VALLEY PRESCHOOL | |||||||
| P O BOX 3081 | CASHIERS | NC | 28717 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,250 |
| DIOCESE OF CHARLOTTE | |||||||
| 1123 S CHURCH ST | CHARLOTTE | NC | 28203 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| CCA OF LOUISIANA | |||||||
| P O BOX 86458 | BATON ROUGE | LA | 70821 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| FAITH MISSIONARY BAPTIST CHURCH | |||||||
| P O BOX 854 | RAYNE | LA | 70578 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $40 |
| FIRST BAPTIST CHURCH OF CROWLEY | |||||||
| 226 E 4TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $300 |
| CHURCH POINT HIGH SCHOOL | |||||||
| 305 E LOUGARRE ST | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 |
| CITY OF CROWLEY | |||||||
| P O BOX 1463 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $250 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 763 N BOULEVARD | BATON ROUGE | LA | 70802 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELIA BLVD ST 100 | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| FISHES AND LOAVES FOOD PANTRY | |||||||
| P O BOX 11234 | CHARLOTTE | NC | 28203 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| FOOD FOR THE POOR INC | |||||||
| P O BOX 979001 | COCONUT BEACH | FL | 33097 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $3,000 |
| CROWLEY AMERICAN ALL STARS | |||||||
| P O BOX 1524 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| CROWLEY ART ASSOCIATION | |||||||
| P O BOX 2003 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| CROWLEY CHAMBER OF COMMERCE | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,600 |
| FRANCISCAN MISSIONARY SISTERS OF AFRICA | |||||||
| 172 FOSTER ST | BRIGHTON | MA | 02135 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| CROWLEY HIGH SCHOOL | |||||||
| 263 HENSGENS RD | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $900 |
| GRAMBLING STATE UNIVERSITY | |||||||
| 403 MAIN ST | GRAMBLING | LA | 71245 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 |
| CROWLEY ROTARY CLUB | |||||||
| P O BOX 307 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $39,431 |
| GEORGE RODRIGUE FOUNDATION FOR THE ARTS | |||||||
| 714 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $750 |
| GEORGIA METROPOLITAN DANCE THEATER | |||||||
| 49 W PARK SQ NE | MARIETTA | GA | 30060 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| DIOCESE OF LAFAYETTE | |||||||
| P O BOX 3387 | LAFAYETTE | LA | 70503 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $25,000 |
| GLENVILLE COMMUNITY DEVELOPMENT CORP | |||||||
| P O BOX 602 | GLENVILLE | NC | 28736 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| EMPOWERING THE COMMUNITY FOR EXCELLENCE | |||||||
| 1016 N AVE C | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,100 |
| GOSPEL OAKS MINISTRIES | |||||||
| P O BOX 468 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $10,000 |
| EUNICE COMMUNITY CONCERT BAND | |||||||
| P O BOX 912 | EUNICE | LA | 70535 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| GREAT PELICAN SAFARIS | |||||||
| 1915 OCEAN WAY STE 105 | SANTA MONICA | CA | 90405 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| FIRST CHURCH OF GOD IN CHRIST | |||||||
| 305 W 9TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| P O BOX 1064 | CROWLEY | LA | 70527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $150 |
| GUEYDAN MUSEUM | |||||||
| 212 MAIN ST | GUEYDAN | LA | 70542 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| HIGHLANDS ROTARY CLUB | |||||||
| P O BOX 1741 | HIGHLANDS | NC | 28741 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| HIGHLANDS UNITED METHODIST CHURCH | |||||||
| 315 MAIN ST | HIGHLANDS | NC | 28741 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| GRAND OPERA HOUSE OF THE SOUTH | |||||||
| 505 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $4,990 |
| GREETINGS FROM LEVY PARK | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| HOLY FAMILY CATHOLIC SCHOOL | |||||||
| 200 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 |
| HEALTH THROUGH COMMUNICATIONS FOUNDATION | |||||||
| P O BOX 2348 | LA MESA | CA | 91943 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| HOME OF GRACE | |||||||
| P O BOX 5009 | VANCLEAVE | MS | 39565 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,750 |
| HOSPICE HOUSE FOUNDATION OF WNC INC | |||||||
| 272 MAPLE ST | FRANKLIN | NC | 28734 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| HOLY TEMPLE CHURCH OF DELIVERANCE | |||||||
| 824 W 14TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| IMMACULATE CONCEPTION CHURCH | |||||||
| P O BOX 297 | MORSE | LA | 70559 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,250 |
| IOTA MIDDLE SCHOOL | |||||||
| 426 S 5TH ST | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 901 E ELM | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,750 |
| IOTA HIGH SCHOOL | |||||||
| 405 S 5TH ST | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $50 |
| LAFAYETTE EDUCATION FOUNDATION | |||||||
| 128 DEMANDE BLVD | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| KNIGHTS OF COLUMBUS 5499 | |||||||
| P O BOX 2286 | CROWLEY | LA | 70527 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $450 |
| LAMS INC HAITI FOUNDATION | |||||||
| P O BOX 565 | RAYNE | LA | 70578 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| LAFAYETTE GENERAL FOUNDATION | |||||||
| 1214 COOLIDGE | LAFAYETTE | LA | 70503 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $6,500 |
| LAFAYETTE PARISH BAR FOUNDATION | |||||||
| 2607 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $600 |
| LES JEUNES AMIS | |||||||
| 1670 DUNCHAMP RD | BROUSSARD | LA | 70516 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $650 |
| LOUISIANA STATE UNIVERSITY | |||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $6,500 |
| LOUISIANA STATE UNIVERSITY AT EUNICE | |||||||
| P O BOX 1129 | EUNICE | LA | 70535 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $6,000 |
| LSU FOUNDATION | |||||||
| 3838 WEST LAKESHORE DR | BATON ROUGE | LA | 70808 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $11,000 |
| LOUISIANA WILDLIFE AGENTS ASSOCIATION | |||||||
| P O BOX 522 | MAURICE | LA | 70555 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $400 |
| LOUISIANA YOUTH SEMINAR INC | |||||||
| P O BOX 14241 | BATON ROUGE | LA | 70898 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| MCNEESE STATE UNIVERSITY | |||||||
| 4205 RYAN STREET | LAKE CHARLES | LA | 70601 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $2,000 |
| MIDLAND HIGH SCHOOL | |||||||
| 735 S CROCKER | MIDLAND | LA | 70559 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $160 |
| LOYOLA UNIVERSITY SCHOOL OF LAW | |||||||
| 526 PINE ST | NEW ORLEANS | LA | 70118 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 |
| LSUE FOUNDATION | |||||||
| P O BOX 1551 | EUNICE | LA | 70535 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| OPTIMIST CLUB OF CROWLEY | |||||||
| 611 E PINE ST | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,250 |
| NORTHSIDE ASSEMBLY OF GOD | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $5,200 |
| NORTHSIDE CHRISTIAN SCHOOL | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,500 |
| PARKWAY BAPTIST CHURCH | |||||||
| 2690 JEFFERSON ST | PASCAGOULA | MS | 39563 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 910 N EASTERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $11,350 |
| OLSH CATHOLIC CHURCH | |||||||
| P O BOX 403 | CHURCH POINT | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $4,000 |
| OPUS CHRISTI MAGNUM | |||||||
| P O BOX 3177 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| OUR LADY OF THE LAKE COLLEGE | |||||||
| 5414 BRITTANY DR | BATON ROUGE | LA | 70808 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $1,500 |
| SISTERS OF THE HOLY FAMILY | |||||||
| 6901 CHEF MENTEUR HWY | NEW ORLEANS | LA | 70126 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| OUR MOTHER OF PEACE CATHOLIC SCHOOL | |||||||
| 218 N ROGERS | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $3,500 |
| SAINT BENDICT ABBEY | |||||||
| P O BOX 67 | STILL RIVER | MA | 01467 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| REDEMPTORIST CATHOLIC SCHOOL | |||||||
| 606 S AVE N | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $15,065 |
| RICHIE HOUSE OF PRAYER | |||||||
| 4146 JOHNSON HWY | EUNICE | LA | 70535 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $610 |
| SACRED HEART ACADEMY | |||||||
| 47 CATHEDRAL AVE | HEMPSTEAD | NY | 11550 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $5,000 |
| SACRED HEART OF JESUS CHURCH | |||||||
| 2514 OLD JEANERETTE HWY | NEW IBERIA | LA | 70563 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| SCHOOLS OF THE SACRED HEART | |||||||
| P O BOX 310 | GRAND COTEAU | LA | 70541 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $30,000 |
| SISTERS OF THE MOST HOLY SACRAMENT | |||||||
| P O BOX 90037 | LAFAYETTE | LA | 70509 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| SOUTH CROWLEY ELEMENTARY SCHOOL | |||||||
| 1102 S PARKERSON AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| SOLITIC CLUB | |||||||
| P O BOX 2814 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| SOUTHWESTERN COMMUNITY COLLEGE | |||||||
| 447 COLLEGE DRIVE | SYLVIA | NC | 28779 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $6,000 |
| SOWELA TECHNICAL COMMUNITY COLLEGE | |||||||
| 3820 SEN J BENNETT JOHNSTON AVE | LAKE CHARLES | LA | 70601 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $3,000 |
| ST CHARLES CHURCH | |||||||
| P O BOX A | GRAND COTEAU | LA | 70541 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| ST FRANCIS SCHOOL | |||||||
| 409 ST JOSEPH | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| TARRANT COUNTY COLLEGE | |||||||
| 4801 MARINE CREEK PKW | FT WORTH | TX | 76179 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $950 |
| THE VILLAGE GREEN CASHIERS | |||||||
| P O BOX 2201 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $27,600 |
| THENSTED CENTER | |||||||
| P O BOX 341 | GRAND COTEAU | LA | 70541 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,500 |
| ULL ALUMNI ASSOCIATION | |||||||
| P O BOX 44444 | LAFAYETTE | LA | 70504 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| ST JOHN THE EVANGELIST CHURCH | |||||||
| P O BOX 340 | MERMENTAU | LA | 70556 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,200 |
| UNITECH TRAINING ACADEMY | |||||||
| 3639 AMBASSADOR CAFFREY 400 | LAFAYETTE | LA | 70501 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,000 |
| ST JUDE'S CATHOLIC CHURCH | |||||||
| 3011 HIGHWAY 64 EAST | SAPPHIRE VALLEY | NC | 28774 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,800 |
| ST MICHAEL SCHOOL | |||||||
| 805 E NORTHERN | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $42,000 |
| ST MICHAEL'S CATHOLIC CHURCH | |||||||
| 224 W 5TH STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $11,805 |
| ST THEODORE HOLY FAMILY SCHOOL | |||||||
| 785 SAM HOUSTON JONES PARKWAY | LAKE CHARLES | LA | 70611 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $4,250 |
| ST THERESA'S CATHOLIC CHURCH | |||||||
| 417 W 3RD STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,000 |
| UNIVERSITY OF COLORADO DENVER | |||||||
| P O BOX 173364 | DENVER | CO | 80217 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| THE BROOK HILL SCHOOL | |||||||
| 1051 N HOUSTON ST | BULLER | TX | 75757 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 |
| THE CHURCH OF THE GOOD SHEPHERD | |||||||
| P O BOX 32 | CASHIERS | NC | 28717 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,800 |
| THE CHURCH OF THE INCARNATION | |||||||
| P O BOX 729 | HIGHLANDS | NC | 28741 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $15,000 |
| TUBEROUS SCLEROSIS ALLIANCE | |||||||
| 801 ROEDER RD | SILVER SPRINGS | MD | 20910 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE | |||||||
| P O BOX 44444 | LAFAYETTE | LA | 70504 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $25,000 |
| WELCOME HOUSE | |||||||
| 24292 CROWLEY EUNICE HIGHWAY | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $750 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 218 KILLIAN ANNEX | CULLOWHEE | NC | 28723 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 |
| ABBEY PLAYERS | |||||||
| P O BOX 1211 | ABBEVILLE | LA | 70511 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| ACADIA PARISH BAR ASSOCIATION | |||||||
| P O BOX 1983 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| ACADIANA SYMPHONY ASSOCIATION | |||||||
| 412 TRAVIS ST | LAFAYETTE | LA | 70503 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 3445 N CAUSEWAY BLVD STE 902 | METAIRIE | LA | 70069 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $150 |
| ANYTHING IS POSSIBLE | |||||||
| 1005 JEFFERSON ST | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,250 |
| BLUE RIDGE COMMUNITY COLLEGE | |||||||
| 180 W CAMPUS DRIVE | FLAT ROCK | NC | 28731 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 |
| BAY COMMUNITY CHURCH | |||||||
| 10063 ROCKWELL SCHOOL DR | SPANISH FORT | AL | 36527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| BOY SCOUTS OF AMERICA | |||||||
| P O BOX 80115 | LAFAYETTE | LA | 70598 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,200 |
| CASA OF SOUTH LOUISIANA | |||||||
| 1819 W PINHOOK RD | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,861 | 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 | $291 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,667 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $20,068 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,016 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,223 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $55,223 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | GAINS ON SECURITY SALES TO FURTHER EXEMPT PURPOSE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $6,500 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,637,554 | BookValueAmt |
| EOYFMV | $4,425,385 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARIAL FEES | $9,000 | $4,500 | $0 |
| SOUTHWEST ACADIA DEVELOPMENT LLC | $1,050 | $1,050 | $0 |
| FORT STOCKTON INCOME PROPERTIES LLC | $1,688 | $1,688 | $0 |
| ADVERTISING | $299 | $0 | $0 |
| OFFICE SUPPLIES | $612 | $0 | $0 |
| BANK CHARGES | $194 | $194 | $0 |
| ADVISORY FEES | $38,928 | $38,928 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| VICKSBURG INCOME PROPERTIES LLC | $1,962 | $1,962 | $1,962 |
| LEGION CITY HALL LLC | $6,803 | $6,803 | $6,803 |
| ROBINS INVESTMENT GROUP | $11,303 | $11,303 | $11,303 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE IN TAX AND BOOK INCOME | $10,059 |
| CONTRIBUTION TO FUND BALANCE | $106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $286 | $286 | $0 |
| FEDERAL EXCISE TAX | $4,000 | $0 | $0 |
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