BURDEN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BURDEN FOUNDATION (EIN 72-6030712)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-15
- IRS object ID
- 201611979349100206
- 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
- Schedule B
- 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 | 2016-07-15T11:03:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 4911 BENNINGTON AVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708083153 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Hawthorne | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2253823402 | PhoneNum |
| Signature | 2016-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Susan S Tham | PreparerPersonNm |
| PTIN | P00356147 | PTIN |
| Phone | 2259251120 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,680,811 | 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 | $395,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $210,733 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,733 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $655,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,666,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $655,782 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,261,515 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $866,515 | 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 | $6,172 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,172 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,942 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,108 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,940 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,940 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,715 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,715 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $904,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $904,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $972,677 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $908,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $288,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $810,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $448,526 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $522,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $522,789 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,925 | AcctRcvblAmt |
| Acct Rcvbl BOY | $13,950 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,925 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,925 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,184,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,476,274 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,797,124 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,439,891 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,364,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,345,640 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,333 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,333 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,333 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,087,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,378,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,680,811 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $797 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,828 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,828 | 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 | $8,087,071 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,375,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,087,071 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,375,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,087,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,378,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,087,071 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $288,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,375,909 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,375,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | P | 2004-11-04 | 2015-04-02 | $540,000 | $304,470 | $235,530 | $235,530 |
| ROYCE PREMIER FUND | P | 2005-04-27 | 2015-12-11 | $50,000 | $39,378 | $10,622 | $10,622 |
| T ROWE PRICE SMALL CAP STOCK FUND | P | 2013-12-11 | 2015-12-11 | $50,000 | $50,000 | $0 | $0 |
| VANGUARD 500 INDEX FUND | P | 2004-11-04 | 2015-12-11 | $409,000 | $235,740 | $173,260 | $173,260 |
| US TREASURY | P | 2013-11-06 | 2015-01-14 | $31,434 | $32,255 | -$821 | -$821 |
| BLACKROCK INC | P | 2001-01-01 | 2015-01-28 | $5,725 | $4,975 | $750 | $750 |
| TOTAL CAPITAL SA | P | 2010-10-20 | 2015-01-29 | $5,094 | $5,054 | $40 | $40 |
| BERKSHIRE HATHAWAY | P | 2009-08-21 | 2015-03-13 | $11,254 | $10,607 | $647 | $647 |
| TEVA PHARMACEUTICAL | P | 2011-11-08 | 2015-04-07 | $5,116 | $5,006 | $110 | $110 |
| JPM STRAT INC OPP FD | P | 2012-02-07 | 2015-04-21 | $12,890 | $12,564 | $326 | $326 |
| AMERIPRISE FINANCIAL | P | 2010-10-06 | 2015-07-09 | $2,031 | $2,293 | -$262 | -$262 |
| COMCAST CORP | P | 2013-02-14 | 2015-12-01 | $5,475 | $6,009 | -$534 | -$534 |
| FHLB | P | 2006-05-04 | 2015-11-05 | $40,242 | $39,981 | $261 | $261 |
| US TREASURY | P | 2011-08-08 | 2015-07-01 | $31,260 | $35,774 | -$4,514 | -$4,514 |
| US TREASURY | P | 2011-08-08 | 2015-11-10 | $10,241 | $11,925 | -$1,684 | -$1,684 |
| US TREASURY | P | 2011-08-08 | 2015-12-14 | $112,101 | $123,005 | -$10,904 | -$10,904 |
| JPM INFLATION MGD BOND | P | 2012-05-10 | 2015-04-21 | $22,051 | $22,771 | -$720 | -$720 |
| PAYDEN HIGH INCOME FUND | P | 2012-02-07 | 2015-04-21 | $33,281 | $35,160 | -$1,879 | -$1,879 |
| JPM HIGH YIELD FUND | P | 2008-07-07 | 2015-04-21 | $34,729 | $33,564 | $1,165 | $1,165 |
| Capital Gains Dividends | P | $254,389 | $254,389 | $254,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $655,782 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $474,488 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,386,232 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $444,603 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,689,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045884 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $440,663 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,034,137 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048778 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $419,434 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,042,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046385 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $376,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,519,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044224 | DistributionYr5Rt |
| Total Distribution | 0.230955 | TotalDistributionRt |
| Average Distribution | 0.046191 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,232,732 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $472,660 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,108 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $480,768 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $908,890 | 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 | $8,108 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,108 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,108 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,280 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,828 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,108 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 (18 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 | SECRETARY | 1.00 | $0 | $0 | $0 |
| DR TOM J MEEK | |||||||||
| 1243 GLASGOW AVENUE | BATON ROUGE | LA | 70808 | TREASURER | 1.00 | $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 BANK ONE | CENTRE-NORTH TOWER SUITE 2110 450 L | BATON ROUGE | LA | 70801 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| SUE TURNER | |||||||||
| 3 RUE SORBONNE | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $0 | $0 | $0 | |
| WILLIAM E BERTRAND | |||||||||
| 570 WALNUT STREET | NEW ORLEANS | LA | 70118 | 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 | |
| BEN KLEINPETER | |||||||||
| 14 STONES THROW 8655 JEFFERSON | HIGHWAY | BATON ROUGE | LA | 70809 | 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 | |||||||||
| 3164 TORRANCE | BATON ROUGE | LA | 70809 | 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 | |
| PAUL MURRILL | |||||||||
| 206 SUNSET BLVD | BATON ROUGE | LA | 70808 | BOARD MEMBER | 1.00 | $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 | $9,916,294 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $472,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,388,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,388,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $155,828 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,232,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $511,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $511,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,108 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,108 | TotalTaxAmt |
| Distributable Before Adj | $503,529 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $503,529 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $503,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $908,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $908,890 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,108 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $900,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $508,478 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $908,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $508,478 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $400,412 | 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 | $103,117 | 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LOUISIANA STATE UNIVERSITY & AGRICULTURAL & MECHANICAL COLLEGE | ||||||
| 3810 W LAKESHORE DR | BATON ROUGE | LA | 70808 | NONE | EDUCATION | $395,000 |
| BATON ROUGE AREA FOUNDATION | ||||||
| 402 NORTH 4TH ST | BATON ROUGE | LA | 708025506 | NONE | CHARITABLE ENDOWMENT | $272,800 |
| LSU FOUNDATION | ||||||
| 3838 W LAKESHORE DR | BATON ROUGE | LA | 708084600 | NONE | EDUCATION | $236,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $904,000 | 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 | $210,733 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $655,782 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $866,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $866,515 | 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 Person | John and Frances Monroe | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 Burden Lane | AddressLine1Txt |
| City | Baton Rouge | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $395,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Tract A-1A SEC 41T7S RIE Baton Rouge Land | NoncashPropertyDesc |
| Fair Market Value | $395,000 | FairMarketValueAmt |
| Received | 2015-12-16 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LA CHAMPAGNE & CO, LLP | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,364,416 | EOYBookValueAmt |
| EOYFMV | $2,345,640 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $5,476,274 | EOYBookValueAmt |
| EOYFMV | $6,797,124 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| KANTROW SPAHT & WEAVER | $3,656 | $3,656 | $0 |
| PHELPS DUNBAR | $2,516 | $2,516 | $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 | $2,715 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME TAXES PAYABLE | Desc |
| BOY Book Value | $797 | BOYBookValueAmt |
| EOY Book Value | $2,828 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JP MORGAN FEES | $15,643 | $15,643 | $0 |
| UBS FINANCIAL | $31,149 | $31,149 | $0 |
| MOROE & CORIE INC | $400 | $0 | $400 |
| BILL KIPF | $750 | $0 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $8,108 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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