FLORENCE MAUBOULES CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE MAUBOULES CHARITABLE TRUST (EIN 20-1774892)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201523159349100937
- Schema version
- 2014v5.0
- 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
- 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 | 2015-11-11T13:54:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-06 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,216,415 | 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 | $2,100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $543,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,974 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,974 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $313,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $311,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $88,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $367 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $367 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,435 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $435 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44,923 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $148,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $458,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $458,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $606,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$292,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,988 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $89,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $155,355 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $155,355 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,341,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,005,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,061,060 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,430,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,161,098 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,216,415 | 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 | $4,430,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,161,098 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,430,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,161,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,430,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,161,098 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,430,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$292,788 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,004 | OtherIncreasesAmt |
| Subtotal | $4,161,098 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,161,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| JPM NOTE | P | 2009-06-17 | 2014-06-02 | $50,000 | $49,563 | $437 | $437 | |
| VERIZON COMM | P | 2009-02-24 | 2014-11-24 | $33,151 | $29,743 | $3,408 | $3,408 | |
| AUTOMATIC DATA PROCESSING INC | P | 2014-09-10 | $372 | $340 | $32 | $32 | ||
| BHP BILLITON LTD | P | 2014-09-10 | $334 | $344 | -$10 | -$10 | ||
| CME GROUP INC | P | 2014-09-11 | $1,916 | $1,904 | $12 | $12 | ||
| CONTRAVIR PHARMACEUTICALS | P | 2014-09-11 | $242 | $306 | -$64 | -$64 | ||
| JPMORGAN CHASE & CO | P | 2014-09-11 | $439 | $416 | $23 | $23 | ||
| KINDER MORGAN INC | P | 2014-12-04 | $4 | $4 | $0 | $0 | ||
| NY CMNTY BANCORP INC | P | 2014-09-11 | $1,781 | $1,761 | $20 | $20 | ||
| NOW INC | P | 2014-06-16 | $34 | $66 | $66 | $32 | ||
| PAYCHEX INC | P | 2014-09-11 | $1,214 | $1,203 | $11 | $11 | ||
| PFIZER INC | P | 2014-09-10 | $1,026 | $1,072 | -$46 | -$46 | ||
| 3M COMPANY | P | 2014-09-11 | $338 | $308 | $30 | $30 | ||
| TRANSCANADA CORP | P | 2014-09-11 | $549 | $466 | $83 | $83 | ||
| WESTERN UNION CO | P | 2014-09-11 | $413 | $417 | -$4 | -$4 | ||
| KINDER MORGAN ENERGY PTRS | P | 2014-11-26 | $1,303 | $1,038 | $265 | $265 | ||
| AUTOMATIC DATA PROCESSING INC | P | 2014-09-10 | $413 | $306 | $107 | $107 | ||
| BHP BILLITON LTD | P | 2014-09-11 | $9,443 | $9,911 | -$468 | -$468 | ||
| CME GROUP INC | P | 2014-09-10 | $32,038 | $19,964 | $12,074 | $12,074 | ||
| JPMORGAN CHASE & CO | P | 2014-09-10 | $15,808 | $10,646 | $5,162 | $5,162 | ||
| LOWES COMPANIES INC | P | 2014-02-27 | $10,155 | $5,371 | $4,784 | $4,784 | ||
| NY CMNTY BANCORP INC | P | 2014-09-10 | $27,248 | $21,851 | $5,397 | $5,397 | ||
| NOW INC | P | 2014-06-14 | $2,457 | $2,193 | $264 | $264 | ||
| PAYCHEX INC | P | 2014-09-10 | $5,563 | $4,073 | $1,490 | $1,490 | ||
| PFIZER INC | P | 2014-09-10 | $21,549 | $14,409 | $7,140 | $7,140 | ||
| SYNERGY PHARMACEUTICALS | P | 2014-09-10 | $7,505 | $10,136 | -$2,631 | -$2,631 | ||
| 3M COMPANY | P | 2014-09-10 | $265 | $189 | $76 | $76 | ||
| TRANSCANADA CORP | P | 2014-09-10 | $539 | $464 | $75 | $75 | ||
| WESTERN UNION CO | P | 2014-09-10 | $1,616 | $1,749 | -$133 | -$133 | ||
| AUTOMATIC DATA PROCESSING INC | P | 2014-09-10 | $14,832 | $6,315 | $8,517 | $8,517 | ||
| KINDER MORGAN ENERGY PTRS | P | 2014-11-26 | $25,185 | $12,286 | $12,899 | $12,899 | ||
| PAYCHEX INC | P | 2014-09-10 | $29,308 | $19,637 | $9,671 | $9,671 | ||
| PFIZER INC | P | 2014-09-10 | $8,883 | $4,664 | $4,219 | $4,219 | ||
| 3M COMPANY | P | 2014-09-10 | $14,533 | $6,894 | $7,639 | $7,639 | ||
| TRANSCANADA CORP | P | 2014-09-10 | $16,613 | $9,008 | $7,605 | $7,605 | ||
| WESTERN UNION CO | P | 2014-09-10 | $12,485 | $11,277 | $1,208 | $1,208 | ||
| ALCOA INC | P | 2014-08-19 | $8 | $5 | $3 | $3 | ||
| FREEPORT MCMORAN INC | P | 2014-10-23 | $955 | $1,079 | -$124 | -$124 | ||
| KINDER MORGAN INC | P | 2014-12-03 | $17 | $17 | $0 | $0 | ||
| PAYCHEX INC | P | 2014-08-19 | $812 | $803 | $9 | $9 | ||
| ROYCE GLOBAL VALUE TR | P | 2014-04-09 | $3,974 | $3,994 | -$20 | -$20 | ||
| FRANKS INTERNATIONAL | P | 2014-10-23 | $20,060 | $29,841 | -$9,781 | -$9,781 | ||
| KINDER MORGAN ENERGY PTRS | P | 2014-11-21 | $105 | $104 | $1 | $1 | ||
| KINDER MORGAN ENERGY PTRS | P | 2014-12-02 | $3,200 | $2,648 | $552 | $552 | ||
| ALCOA INC | P | 2014-08-19 | $21 | $13 | $8 | $8 | ||
| FREEPORT MCMORAN INC | P | 2014-10-23 | $2,389 | $2,510 | -$121 | -$121 | ||
| PAYCHEX INC | P | 2014-08-19 | $1,591 | $1,225 | $366 | $366 | ||
| ALCOA INC | P | 2014-08-19 | $31,844 | $10,710 | $21,134 | $21,134 | ||
| FREEPORT MCMORAN INC | P | 2014-10-23 | $24,027 | $30,038 | -$6,011 | -$6,011 | ||
| KINDER MORGAN ENERGY PTRS | P | 2014-12-02 | $50,137 | $31,648 | $18,489 | $18,489 | ||
| PAYCHEX INC | P | 2014-08-19 | $21,763 | $19,206 | $2,557 | $2,557 | ||
| VERITIV | P | 2014-07-09 | $14 | $8 | $6 | $6 | ||
| CAPITAL GAINS DIVIDENDS | P | $33,427 | $33,427 | $33,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $461,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,330,918 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086661 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,286,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041062 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $272,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,394,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050460 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $250,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,226,167 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047962 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,091,718 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,671,368 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.233704 | DistributionYr5Rt |
| Total Distribution | 0.459849 | TotalDistributionRt |
| Average Distribution | 0.091970 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,254,370 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $483,244 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $485,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,448 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,380 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,380 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,380 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,413 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,413 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,033 | OverpaymentAmt |
| Applied To ES Tax | $4,033 | 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 | Yes (1) | 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 | $88,000 | 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 | $5,292,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,334,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,334,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,016 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,254,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,380 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,380 | TotalTaxAmt |
| Distributable Before Adj | $258,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $458,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $859,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $196,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,059,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $258,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,109 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,259,425 | 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 | $859,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $399,632 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,371 | ExcessFromYear3Amt |
| Excess From Year1 | $196,152 | ExcessFromYear1Amt |
| Excess From Current Year | $200,109 | 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 (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASHEVILLE-BUNCOMBE TECHNICAL COLLEGE | |||||||
| 340 VICTORIA RD | ASHEVILLE | NC | 28801 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 |
| ACADIAN HERITAGE & CULTURE FOUNDATION | |||||||
| 203 S BROADWAY | ERATH | LA | 70533 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| BENEDICTS ABBEY | |||||||
| P O BOX 67 | STILL RIVER | MA | 01467 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| AMERICAN LEGION POST 15 | |||||||
| 19937 W HWY 90 | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $600 |
| AMOS SIMPSON EDOWED PRIZE FUND | |||||||
| P O BOX 44290 | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| ACADIA PARISH SHERIFF CHOICES PROGRAM | |||||||
| P O BOX 289 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $1,000 |
| BETHEL CME CHURCH | |||||||
| P O BOX 1481 | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| THE BROOK HILL SCHOOL | |||||||
| 1051 N HOUSTON ST | BULLER | TX | 75757 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 |
| AMERICAN BUSINESS WOMEN'S ASSOCIATION | |||||||
| 930 ABBEVILLE HWY | RAYNE | LA | 70578 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $50 |
| AMERICAN CANCER SOCIETY | |||||||
| 1604 W PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 139-B JAMES COMEAUX RD SUITE 596 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $50 |
| CASHIERS GLENVILLE VOLUNTEER FIRE DEPT | |||||||
| P O BOX 1978 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| CATHOLIC DAUGHTERS NO 1531 | |||||||
| P O BOX 403 | CHURCH POINT | LA | 70525 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $30 |
| ARCHDIOCESE OF NEW ORLEANS | |||||||
| 1000 HOWARD AVE SUITE 800 | NEW ORLEANS | LA | 70113 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| 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 | $2,500 |
| CENTENARY METHODIST CHURCH | |||||||
| 308 N PARKERSON | RAYNE | LA | 70578 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| BLUE RIDGE FREE DENTAL CLINIC | |||||||
| P O BOX 3267 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| CHRISTIAN YOUTH THEATER | |||||||
| 4400 AMB CAFFERY ST 307 | LAFAYETTE | LA | 70503 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| COLONY CLUB COMMUNITY FUND | |||||||
| 1525 HWY 107 SOUTH | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $2,750 |
| BRIDGE MINISTRIES OF ACADIANA INC | |||||||
| P O BOX 62029 | LAFAYETTE | LA | 70596 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| CAMP OZARK | |||||||
| 155 CAMP OZARK DR | MOUNT IDA | AR | 71957 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $6,250 |
| CASHIERS HISTORICAL SOCIETY | |||||||
| 1940 N CAROLINA 107 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| CASHIERS VALLEY PRESCHOOL | |||||||
| P O BOX 3081 | CASHIERS | NC | 28717 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 |
| COMMUNITY FOUNDATION ON THE FLORIDA KEYS | |||||||
| 300 SOUTHWARD ST SUITE 201 | KEY WEST | FL | 33040 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| CCA OF LOUISIANA | |||||||
| P O BOX 86458 | BATON ROUGE | LA | 70821 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $680 |
| CHURCH POINT HIGH SCHOOL | |||||||
| 305 E LOUGARRE ST | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $650 |
| CROWLEY AMERICAN BRONCO ALL STAR LEAGUE | |||||||
| P O BOX 1524 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| CITY OF CROWLEY | |||||||
| P O BOX 1463 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $250 |
| CROWLEY CHRISTIAN CARE | |||||||
| 726 W 7TH ST | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,300 |
| COMMUNITY FOUNDATION OF ACADIANA | |||||||
| 1035 CAMELIA BLVD ST 100 | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $11,200 |
| CROWLEY PONY LEAGUE ALL STARS | |||||||
| P O BOX 1524 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| DELGADO COMMUNITY COLLEGE | |||||||
| 615 CITY PARK AVE | NEW ORLEANS | LA | 70119 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $250 |
| DELTA STREETS ACADEMY | |||||||
| P O BOX 9895 | GREENWOOD | MS | 38930 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 |
| CROWLEY ART ASSOCIATION | |||||||
| P O BOX 2003 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,100 |
| CROWLEY CHAMBER OF COMMERCE | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| CROWLEY HIGH SCHOOL | |||||||
| 263 HENSGENS RD | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,300 |
| DIOCESE OF LAFAYETTE | |||||||
| P O BOX 3387 | LAFAYETTE | LA | 70503 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $6,500 |
| CROWLEY ROTARY CLUB | |||||||
| P O BOX 307 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $27,140 |
| DUCKS UNLIMITED | |||||||
| P O BOX 1172 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $850 |
| ESTHERWOOD KNIGHTS OF COLUMBUS | |||||||
| P O BOX 36 | ESTHERWOOD | LA | 70515 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| FAITH HOUSE | |||||||
| P O BOX 93145 | LAFAYETTE | LA | 70503 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| FOUNDATION FOR HOSPITAL ART | |||||||
| 4238 HIGHBORNE DR | MARIETTA | GA | 30066 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 |
| EMPOWERING THE COMMUNITY FOR EXCELLENCE | |||||||
| 1016 N AVE C | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $31,226 |
| EUNICE COMMUNITY CONCERT BAND | |||||||
| P O BOX 912 | EUNICE | LA | 70535 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| FRANCISCAN UNIVERSITY | |||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| GRAND OPERA HOUSE OF THE SOUTH | |||||||
| 505 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $8,700 |
| FIRST CHURCH OF GOD IN CHRIST | |||||||
| 305 W 9TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 |
| GREETINGS FROM LEVY PARK | |||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| P O BOX 1064 | CROWLEY | LA | 70527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $5,000 |
| HABITAT FOR HUMANITY OF GREATER BATON ROUGE | |||||||
| 6554 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| HEALTH THROUGH COMMUNICATIONS FOUNDATION | |||||||
| P O BOX 2348 | LA MESA | CA | 91943 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 |
| HIGHLANDS BOLIVIAN MISSIONS INC | |||||||
| 171 HOSPITAL DR SUITE 700 | HIGHLANDS | NC | 28741 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $4,000 |
| HOLY FAMILY SISTERS | |||||||
| 6901 CHEF MENTEUR HWY | NEW ORLEANS | LA | 70126 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| GIRL SCOUTS OF AMERICA | |||||||
| 1720 KALISTE SALOOM RD | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $50 |
| HOPE2OINTERNATIONAL INC | |||||||
| 12472 NW 62ND COURT | CORAL SPRINGS | FL | 33076 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| IMERMAN ANGELS | |||||||
| 400 W ERIE ST STE 405 | CHICAGO | IL | 60654 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $200 |
| LEE UNIVERSITY | |||||||
| 1120 N OCOEE STREET | CLEVELAND | TN | 37320 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 |
| LITERACY COUNCIL OF HIGHLANDS | |||||||
| 348 S 5TH ST | HIGHLANDS | NC | 28741 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| LOUISIANA PRIDE SOFTBALL | |||||||
| P O BOX 93932 | LAFAYETTE | LA | 70509 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| HOLY TEMPLE CHURCH OF DELIVERANCE | |||||||
| 824 W 14TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $350 |
| IMMACULATE HEART OF MARY CHURCH | |||||||
| 901 E ELM | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $5,750 |
| IOTA HIGH SCHOOL | |||||||
| 405 S 5TH ST | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $50 |
| JEFF DAVIS COMMUNITIES AGAINST ABUSE | |||||||
| P O BOX 826 | JENNINGS | LA | 70546 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| LYONS POINT VOLUNTEER FIRE DEPARTMENT | |||||||
| 2014 S HWY 13 | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| MARCUS FOUNDATION | |||||||
| 6207 LACOSTE LOVE COURT | SPRING | TX | 77378 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| MIDLAND HIGH SCHOOL | |||||||
| 735 S CROCKER | MIDLAND | LA | 70559 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $100 |
| KNIGHTS OF COLUMBUS 5499 | |||||||
| P O BOX 2286 | CROWLEY | LA | 70527 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $150 |
| NATIONAL SHRINE OUR LADY OF PROMPT SUCCOR | |||||||
| 2734 NASHVILLE AVE | NEW ORLEANS | LA | 70115 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| LAMS INC HAITI FOUNDATION INC | |||||||
| P O BOX 565 | RAYNE | LA | 70578 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| NEW ORLEANS FILIPINO-AMERICAN LIONS CLUB | |||||||
| 185 E HENFER AVE | RIVER RIDGE | LA | 70123 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| NORTHWESTERN STATE UNIVERSITY | |||||||
| P O BOX 2419 | NATCHITOCHES | LA | 71457 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| LOUISIANA STATE UNIVERSITY | |||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $9,000 |
| LOUISIANA STATE UNIVERSITY AT EUNICE | |||||||
| P O BOX 1129 | EUNICE | LA | 70535 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $3,750 |
| OPELOUSAS HIGH SCHOOL | |||||||
| P O BOX 1269 | OPELOUSAS | LA | 70570 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 |
| PHI GAMMA OF CHI OMEGA MAKE A WISH | |||||||
| 3930 W LAKESHORE DR | BATON ROUGE | LA | 70808 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| RICHIE HOUSE OF PRAYER | |||||||
| 4146 JOHNSON HWY | EUNICE | LA | 70535 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $405 |
| SACRED HEART ACADEMY | |||||||
| 47 CATHEDRAL AVE | HEMPSTEAD | NY | 11550 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,500 |
| LSU FOUNDATION | |||||||
| 3838 WEST LAKESHORE DR | BATON ROUGE | LA | 70808 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $30,000 |
| SMILE HEAD START | |||||||
| P O BOX 3406 | LAFAYETTE | LA | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $120 |
| SOUTH LOUISIANA COMMUNITY COLLEGE | |||||||
| 320 DEVALCOURT ST | LAFAYETTE | LA | 70501 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 |
| MCNEESE STATE UNIVERSITY | |||||||
| 4205 RYAN STREET | LAKE CHARLES | LA | 70601 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $2,500 |
| SPRING HILL COLLEGE | |||||||
| 400 DAUPHINE ST | MOBILE | AL | 36608 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 |
| ST THEODORE HOLY FAMILY SCHOOL | |||||||
| 785 SAM HOUSTON JONES PARKWAY | LAKE CHARLES | LA | 70611 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| ST EDMUND'S UNIVERSITY | |||||||
| 3001 S CONGRESS AVE | AUSTIN | TX | 78704 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,500 |
| STS LEO SEATON SCHOOL | |||||||
| 300 W ALEXANDER ST | LAFAYETTE | LA | 70501 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 |
| NORTHSIDE ASSEMBLY OF GOD | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,850 |
| NORTHSIDE CHRISTIAN SCHOOL | |||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $750 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 910 N EASTERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $10,750 |
| OLSH CATHOLIC CHURCH | |||||||
| PO BOX 403 | CHURCH POINT | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| OPUS CHRISTI MAGNUM | |||||||
| P O BOX 3177 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| ST THOMAS MORE FOUNDATION | |||||||
| 450 E FARREL RD | LAFAYETTE | FL | 70501 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| OUR LADY OF THE LAKE COLLEGE | |||||||
| 5414 BRITTANY DR | BATON ROUGE | LA | 70808 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $1,500 |
| OUR LADY QUEEN OF ANGELS | |||||||
| 2125 S UNION ST | OPELOUSAS | LA | 70570 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 |
| OUR MOTHER OF PEACE CATHOLIC SCHOOL | |||||||
| 218 N ROGERS | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,500 |
| THE CHURCH OF THE INCARNATION | |||||||
| P O BOX 729 | HIGHLANDS | NC | 28741 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 |
| TRINITY CHRISTIAN COMMUNITY | |||||||
| P O BOX 13665 | NEW ORLEANS | LA | 70185 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,570 |
| TRINITY EPISCOPAL CHURCH OF NATCHEZ | |||||||
| 305 S COMMERCE ST | NATCHEZ | MS | 39120 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| 450 RIDGE RD | CHAPEL HILL | NC | 27599 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| REDEMPTORIST CATHOLIC SCHOOL | |||||||
| 606 S AVE N | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $9,430 |
| SACRED HEART OF JESUS CHURCH | |||||||
| 2514 OLD JEANERETTE HWY | NEW IBERIA | LA | 70563 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,600 |
| SCHOOLS OF THE SACRED HEART | |||||||
| P O BOX 310 | GRAND COTEAU | LA | 70541 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $130,875 |
| UNIVERSITY OF NORTH CAROLINA AT WILMINGTON | |||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| SISTERS OF THE MOST HOLY SACRAMENT | |||||||
| P O BOX 90037 | LAFAYETTE | LA | 70509 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 |
| SOLITIC CLUB | |||||||
| P O BOX 2814 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| SOUTHERN UNIVERSITY FOUNDATION | |||||||
| P O BOX 9621 | BATON ROUGE | LA | 70813 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 |
| SOUTHERN UNIVERSITY LAW CENTER | |||||||
| P O BOX 9562 | BATON ROUGE | LA | 70813 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| SOUTHERN UNIVERSITY | |||||||
| P O BOX 9296 | BATON ROUGE | LA | 70813 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $750 |
| UNIVERSITY OF NORTH GEORGIA | |||||||
| 82 COLLEGE CIRCLE | DAHLONEGA | GA | 30597 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 |
| ST ANDREW'S VILLAGE | |||||||
| P O BOX 444 | ABITA SPRINGS | LA | 70420 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 |
| COMMUNITY OUTREACH CORPORATION | |||||||
| P O BOX 14 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $19,322 |
| ST BERNARD SCHOOL | |||||||
| 251 E BRIDGE ST | BREAUX BRIDGE | LA | 70517 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $750 |
| ST JOHN THE EVANGELIST CHURCH | |||||||
| P O BOX 340 | MERMENTAU | LA | 70556 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,100 |
| ST JOSEPH BAPTIST CHURCH | |||||||
| P O BOX 609 | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $750 |
| ST JUDE'S CATHOLIC CHURCH | |||||||
| 3011 HIGHWAY 64 EAST | SAPPHIRE VALLEY | NC | 28774 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,800 |
| ST MICHAEL'S CATHOLIC CHURCH | |||||||
| 224 W 5TH STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,000 |
| ST MICHAEL SCHOOL | |||||||
| 805 E NORTHERN | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $12,800 |
| ST THERESA'S CATHOLIC CHURCH | |||||||
| 417 W 3RD STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $8,750 |
| THE CHURCH OF THE GOOD SHEPHERD | |||||||
| P O BOX 32 | CASHIERS | NC | 28717 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $4,600 |
| 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 | $16,650 |
| WELCOME HOUSE | |||||||
| 24292 CROWLEY EUNICE HIGHWAY | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 |
| WESTERN CAROLINA UNIVERSITY | |||||||
| 218 KILLIAN ANNEX | CULLOWHEE | NC | 28723 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 |
| MS HELEN'S SOUP KITCHEN | |||||||
| P O BOX 406 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $458,448 | 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 | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,839 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $22,974 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,427 | ExclusionAmt |
| Related Or Exempt Function Incm | $116,426 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $195,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $116,426 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $311,713 | 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 | $6,350 | 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 | $4,005,743 | BookValueAmt |
| EOYFMV | $5,061,060 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARIAL FEES | $9,000 | $4,500 | $0 |
| INVESTMENT ADVISORY FEES | $38,589 | $38,589 | $0 |
| LEGION CITY HALL LLC | $1,831 | $1,834 | $0 |
| ADVERTISING | $338 | $0 | $0 |
| OFFICE SUPPLIES | $232 | $0 | $0 |
| BANK CHARGES | $11 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FORT STOCKTON INCOME PROPERTIES | $4,992 | $4,992 | $4,992 |
| VICKSBURG INCOME PROPERTIES LLC | $6,493 | $6,493 | $6,493 |
| LEGION CITY HALL LLC | $3,922 | $3,922 | $3,922 |
| ROBINS INVESTMENT GROUP | $7,527 | $7,527 | $7,527 |
| GERBER SETTLEMENT | $40 | $40 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN TAX AND BOOK INCOME | Desc |
| Amt | $23,004 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $435 | $435 | $0 |
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |
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