FLORENCE MAUBOULES CHARITABLE TRUST: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FLORENCE MAUBOULES CHARITABLE TRUST (EIN 20-1774892)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201423189349101537
- Schema version
- 2013v3.0
- 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 | 2014-11-14T16:46:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O DRAWER 307 | AddressLine1 |
| City | CROWLEY | City |
| State | LA | State |
| ZIP Code | 705270307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CROWLEY | City |
| State | LA | State |
| ZIP Code | 705270449 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH O PRIVAT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3377837142 | PhoneNum |
| Signature | 2014-11-14 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,372,223 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $629 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $629 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,535 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $396,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,552 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,302 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $140,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $93,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,875 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2,497 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,497 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $78,138 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,510 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $461,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $461,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $655,061 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,510 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$515,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,801 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,141 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $89,556 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $89,556 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,914,854 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,341,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,282,667 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,938,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,430,882 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,372,223 | 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 | $4,938,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,430,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,938,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,430,882 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,938,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,430,882 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,938,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$515,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,922 | OtherIncreasesAmt |
| Subtotal | $4,430,882 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,430,882 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ANNALY CAP MGMT INC | P | 2013-08-21 | $881 | $1,167 | -$286 | -$286 | |
| FRK GLD & PREC MTLS ADVS | P | 2013-04-02 | $166 | $209 | -$43 | -$43 | 2012-12-05 |
| ANNALY CAP MGMT INC | P | 2013-08-21 | $1,336 | $2,107 | -$771 | -$771 | |
| ANNALY CAP MGMT INC | P | 2013-08-21 | $5,494 | $8,675 | -$3,181 | -$3,181 | 2011-01-04 |
| FRK GLD & PREC MTLS ADVS | P | 2013-04-02 | $14,097 | $29,867 | -$15,770 | -$15,770 | |
| ANNALY CAP MGMT INC | P | 2013-11-11 | $2,591 | $3,306 | -$715 | -$715 | |
| ANNALY CAP MGMT INC | P | 2013-11-11 | $492 | $713 | -$221 | -$221 | 2013-01-29 |
| CATERPILLAR INC | P | 2013-04-29 | $2 | $3 | -$1 | -$1 | |
| ISHS MSCI BRAZIL CPD ETF | P | 2013-03-21 | $781 | $739 | $42 | $42 | |
| ISHS MSCI EMG MKT ETF | P | 2013-02-26 | $678 | $633 | $45 | $45 | |
| PITNEY BOWES INC | P | 2013-03-13 | $1,034 | $941 | $93 | $93 | |
| PROCTER & GAMBLE CO | P | 2013-04-29 | $5 | $5 | $0 | $0 | |
| ANNALY CAP MGMT INC | P | 2013-11-11 | $2,909 | $4,680 | -$1,771 | -$1,771 | |
| PITNEY BOWES INC | P | 2013-03-13 | $183 | $223 | -$40 | -$40 | 2012-03-12 |
| PROCTER & GAMBLE CO | P | 2013-04-29 | $1 | $1 | $0 | $0 | 2012-02-15 |
| AT & T INC | P | 2013-09-10 | $7,767 | $6,202 | $1,565 | $1,565 | 2010-08-19 |
| ANNALY CAP MGMT INC | P | 2013-11-11 | $21,243 | $35,999 | -$14,756 | -$14,756 | |
| CATERPILLAR INC | P | 2013-04-29 | $1 | $1 | $0 | $0 | |
| CATERPILLAR INC | P | 2013-04-29 | $103 | $92 | $11 | $11 | |
| ISHS MSCI BRAZIL CPD ETF | P | 2013-03-21 | $25,148 | $31,452 | -$6,304 | -$6,304 | |
| ISHS MSCI EMG MKT ETF | P | 2013-02-26 | $36,316 | $35,733 | $583 | $583 | |
| KINDER MORGAN ENERGY LP | P | 2013-04-29 | $4,950 | $3,727 | $1,223 | $1,223 | 2010-08-19 |
| LOCKHEED MARTIN CORP | P | 2013-09-10 | $19,962 | $12,007 | $7,955 | $7,955 | 2011-11-18 |
| PITNEY BOWES INC | P | 2013-03-13 | $8 | $14 | -$6 | -$6 | 2009-11-18 |
| PITNEY BOWES INC | P | 2013-03-13 | $8,692 | $14,002 | -$5,310 | -$5,310 | |
| PROCTER & GAMBLE CO | P | 2013-04-29 | $161 | $142 | $19 | $19 | |
| ACCENTURE PLC | P | 2013-04-29 | $4,865 | $2,296 | $2,569 | $2,569 | |
| EXELON CORP | P | 2013-12-19 | $990 | $1,115 | -$125 | -$125 | |
| PIONEER NAT RES CO | P | 2013-03-08 | $6,388 | $4,927 | $1,461 | $1,461 | 2012-08-28 |
| STRAYER ED INC | P | 2013-05-02 | $169 | $200 | -$31 | -$31 | |
| VULCAN MATLS CO | P | 2013-09-12 | $16 | $16 | $0 | $0 | |
| LINN ENERGY LLC | P | 2013-05-21 | $10,761 | $11,395 | -$634 | -$634 | |
| ABBVIE INC | P | 2013-01-28 | $12 | $8 | $4 | $4 | 2011-02-07 |
| EXELON CORP | P | 2013-12-20 | $6,346 | $9,917 | -$3,571 | -$3,571 | |
| STRAYER ED INC | P | 2013-05-01 | $9,622 | $18,007 | -$8,385 | -$8,385 | 2011-10-19 |
| VULCAN MATLS CO | P | 2013-09-10 | $8,152 | $5,637 | $2,515 | $2,515 | 2011-07-19 |
| DODGE & COX INC FD | P | 2013-03-27 | $38,646 | $35,205 | $3,441 | $3,441 | |
| DOUBLELINE TOTAL RET BOND FD | P | 2013-09-12 | $99,705 | $102,763 | -$3,058 | -$3,058 | |
| EXELON CORP | P | 2013-12-19 | $14,152 | $24,443 | -$10,291 | -$10,291 | |
| VULCAN MATLS CO | P | 2013-09-10 | $12,325 | $10,985 | $1,340 | $1,340 | |
| CAPITAL GAINS DIVIDENDS | P | $28,869 | $28,869 | $28,869 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,535 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,286,512 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $272,208 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,394,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050460 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $250,658 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,226,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,091,718 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,671,368 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.233704 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,233,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,411,280 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.227920 | DistributionYr5Rt |
| Total Distribution | 0.601108 | TotalDistributionRt |
| Average Distribution | 0.120222 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,330,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $640,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $358 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $641,252 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $461,982 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,133 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,133 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $5,413 | OverpaymentAmt |
| Applied To ES Tax | $5,413 | 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 | AddressLine1 |
| City | CROWLEY | City |
| State | LA | State |
| ZIP Code | 70526 | ZIPCode |
| 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 | AddressLine1 |
| City | CROWLEY | City |
| State | LA | State |
| ZIP Code | 70527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 8.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,750 | 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 | $5,103,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $308,110 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,412,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,412,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,330,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $716 | TotalTaxAmt |
| Distributable Before Adj | $265,830 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $265,830 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $265,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,982 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $461,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $461,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $265,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $963,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $859,793 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,371 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,826,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $265,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,152 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,022,767 | 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 | $963,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,059,316 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $859,793 | ExcessFromYear4Amt |
| Excess From Year2 | $3,371 | ExcessFromYear2Amt |
| Excess From Current Year | $196,152 | 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 | AddressLine1 |
| City | CROWLEY | City |
| State | LA | State |
| ZIP Code | 70526 | ZIPCode |
| 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 (135 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY OF THE SACRED HEART | ||||||||||
| P O BOX 310 | GRAND COTEAU | LA | 70541 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $30,750 | |||
| ACADIA PARISH LIBRARY | ||||||||||
| P O BOX 1509 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $3,800 | |||
| ACADIA PARISH SHERIFF CHOICES PROGRAM | ||||||||||
| P O BOX 289 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $350 | |||
| ACADIA PARISH ANIMAL CONTROL | ||||||||||
| P O BOX A | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $1,000 | |||
| ACADIANA TECHNICAL COLLEGE | ||||||||||
| 1933 W HUTCHINSON AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,100 | |||
| ACADIA COUNCIL ON AGING | ||||||||||
| 824 E 1ST STREET | CROWLEY | LA | 70526 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $250 | |||
| ASSOC HAITIENNE DE DEVELOPMENT HUMAINE INC | ||||||||||
| P O BOX 2883 | LAPLACE | LA | 70069 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,650 | |||
| ACADIA PARISH BAR ASSOCIATION | ||||||||||
| P O BOX 1983 | CROWLEY | LA | 70527 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 | |||
| ACADIANA TURNING POINT INC | ||||||||||
| P O BOX 2056 | LAFAYETTE | LA | 70502 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $10,000 | |||
| BLUE RIDGE FREE DENTAL CLINIC | ||||||||||
| P O BOX 451 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,700 | |||
| APPALACHIAN STATE UNIVERSITY | ||||||||||
| ASU BOX 32059 | BOONE | NC | 28608 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 | |||
| BOY SCOUTS OF AMERICA | ||||||||||
| P O BOX 80115 | LAFAYETTE | LA | 70598 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,600 | |||
| BRIDGE MINISTRIES OF ACADIANA INC | ||||||||||
| P O BOX 62029 | LAFAYETTE | LA | 70596 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,750 | |||
| CAMP OZARK | ||||||||||
| 155 CAMP OZARK DR | MOUNT IDA | AR | 71957 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 | |||
| AMERICAN CANCER SOCIETY | ||||||||||
| 1604 W PINHOOK RD | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| ARCHDIOCESE OF NEW ORLEANS | ||||||||||
| 1000 HOWARD AVE SUITE 800 | NEW ORLEANS | LA | 70113 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 | |||
| AMERICAN BUSINESS WOMEN'S ASSOCIATION | ||||||||||
| 930 ABBEVILLE HWY | RAYNE | LA | 70578 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $20 | |||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 139-B JAMES COMEAUX RD SUITE 596 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $25 | |||
| CCA OF LOUISIANA | ||||||||||
| P O BOX 86458 | BATON ROUGE | LA | 70821 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,120 | |||
| ASSIST AGENCY | ||||||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $100 | |||
| CITY OF CROWLEY | ||||||||||
| P O BOX 1463 | CROWLEY | LA | 70527 | NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $1,250 | |||
| BLUE RIDGE COMMUNITY COLLEGE | ||||||||||
| 180 W CAMPUS DR | FLAT ROCK | NC | 28731 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $250 | |||
| COMMUNITY FOUNDATION OF ACADIANA | ||||||||||
| 1035 CAMELIA BLVD ST 100 | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $5,500 | |||
| CHURCH POINT HIGH SCHOOL | ||||||||||
| 305 E LOUGARRE ST | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 | |||
| COMMUNITY OUTREACH CORP | ||||||||||
| P O BOX 14 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $6,700 | |||
| BONNABEL HIGH SCHOOL | ||||||||||
| 2801 BRUIN DR | KENNER | LA | 70065 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 | |||
| CASHIERS VALLEY PRESCHOOL | ||||||||||
| P O BOX 3081 | CASHIERS | NC | 28717 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 | |||
| CASHIERS HISTORICAL SOCIETY | ||||||||||
| 1940 N CAROLINA 107 | CASHIERS | NC | 28717 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $125 | |||
| CITE DES ARTS | ||||||||||
| P O BOX 2821 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 | |||
| CROWLEY PROFESSIONAL FIREFIGHTERS | ||||||||||
| P O BOX 1712 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $100 | |||
| CROWLEY ROTARY CLUB | ||||||||||
| P O BOX 307 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $23,625 | |||
| CATHOLIC UNIVERSITY OF AMERICA | ||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $100 | |||
| CROWLEY ART ASSOCIATION | ||||||||||
| P O BOX 2003 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| DUCKS UNLIMITED | ||||||||||
| P O BOX 1172 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $195 | |||
| CROWLEY CHAMBER OF COMMERCE | ||||||||||
| 11 N PARKERSON AVE | CROWLEY | LA | 70526 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,600 | |||
| CONGREGATION OF OUR LADY OF MOUNT CARMEL | ||||||||||
| P O BOX 1160 | LACOMBE | LA | 70445 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 | |||
| COUP DE MAIN VICAR | ||||||||||
| P O BOX 2398 | LAFAYETTE | LA | 70502 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| CREATIVE CORRECTIONS EDUCATION FOUNDATION | ||||||||||
| 6415 CALDER AVE SUITE B | BEAUMONT | TX | 77706 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 | |||
| FIRST BAPTIST CHURCH OF YOUNGSVILLE | ||||||||||
| P O BOX 168 | YOUNGSVILLE | LA | 70592 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 | |||
| COMMUNITY CHAPEL OF OPELOUSAS | ||||||||||
| 1606 COLLEGE AVE | OPELOUSAS | LA | 70570 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 | |||
| FIRST UNITED METHODIST CHURCH | ||||||||||
| 321 E 3RD ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,310 | |||
| FISHES & LOAVES FOOD PANTRY INC | ||||||||||
| P O BOX 11234 | CHARLOTTE | NC | 28220 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,247 | |||
| CROWLEY HIGH SCHOOL | ||||||||||
| 263 HENSGENS RD | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $3,200 | |||
| DUSON BAPTIST CHURCH | ||||||||||
| 8827 CAMERON ST | DUSON | LA | 70529 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $650 | |||
| EBONITE CIVIC & SOCIAL CLUB | ||||||||||
| 909 CHAPPUIS ST | RAYNE | LA | 70578 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $50 | |||
| ELS FOR AUTISM | ||||||||||
| 3900 MILITARY TRAIL SUITE 200 | JUPITER | FL | 33458 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $300 | |||
| HAROLD BOSSLEY VFW POST 6720 | ||||||||||
| P O BOX 1432 | CROWLEY | LA | 70527 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| EMPOWERING THE COMMUNITY FOR EXCELLENCE | ||||||||||
| 1016 N AVE C | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| EUNICE COMMUNITY CONCERT BAND | ||||||||||
| P O BOX 912 | EUNICE | LA | 70535 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 | |||
| FIRST BAPTIST CHURCH OF CROWLEY | ||||||||||
| 228 E 4TH STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $580 | |||
| IMMACULATE HEART OF MARY CHURCH | ||||||||||
| 901 E ELM | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,000 | |||
| JEFF DAVIS COMMUNITIES AGAINST ABUSE | ||||||||||
| P O BOX 826 | JENNINGS | LA | 70546 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| JESUITS OF NEW ORLEANS PROVINCE | ||||||||||
| 710 BARONNE ST | NEW ORLEANS | LA | 70113 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $5,000 | |||
| FIRST CHURCH OF GOD IN CHRIST | ||||||||||
| P O BOX 651 | JEANERETTE | LA | 70544 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 | |||
| JUNIOR LEAGUE OF LAFAYETTE | ||||||||||
| 504 RICHLAND | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $100 | |||
| FIRST PRESBYTERIAN CHURCH | ||||||||||
| P O BOX 654 | CROWLEY | LA | 70527 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $250 | |||
| FRIENDS FOR LIFE FOREVER FARM | ||||||||||
| P O BOX 340 | SAPPHIRE | NC | 28774 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| GRACE COMMUNITY SCHOOL | ||||||||||
| 3025 UNIVERSITY BLVD | TYLER | TX | 75701 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 | |||
| LAMS INC HAITI FOUNDATION INC | ||||||||||
| P O BOX 565 | RAYNE | LA | 70578 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| GEORGE RODRIGUE FOUNDATION FOR THE ARTS | ||||||||||
| 747 MAGAZINE | NEW ORLEANS | LA | 70130 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| LEUKEMIA LYMPHOMIA SOCIETY | ||||||||||
| 2851 JOHNSTON ST | LAFAYETTE | LA | 70503 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,600 | |||
| GIRL SCOUTS OF AMERICA | ||||||||||
| 1720 KALISTE SALOOM RD | LAFAYETTE | LA | 70508 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $150 | |||
| LOUISIANA STATE UNIVERSITY AT EUNICE | ||||||||||
| P O BOX 1129 | EUNICE | LA | 70535 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 | |||
| LOUISIANA TECH UNIVERSITY | ||||||||||
| P O BOX 3178 | RUSTON | LA | 71272 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $150 | |||
| LOUISIANA YOUTH CONFERENCE INC | ||||||||||
| P O BOX 939 | LAKE CHARLES | LA | 70602 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| GOOD SHEPHERD SCHOOL | ||||||||||
| 353 BARONNE ST | NEW ORLEANS | LA | 70112 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $5,000 | |||
| GREATER CASHIERS AREA MERCHANTS ASSOCIATION | ||||||||||
| P O BOX 1111 | CASHIERS | NC | 28717 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $7,500 | |||
| HOLY FAMILY CATHOLIC SCHOOL | ||||||||||
| 200 ST JOHN ST | LAFAYETTE | LA | 70501 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,000 | |||
| MCNEESE STATE UNIVERSITY | ||||||||||
| 4205 RYAN STREET | LAKE CHARLES | LA | 70601 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 | |||
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||||
| 301 KALISTE SALOOM RD | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,200 | |||
| NORTHSIDE ASSEMBLY OF GOD | ||||||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,650 | |||
| NORTHSIDE CHRISTIAN SCHOOL | ||||||||||
| 809 E NORTHERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $250 | |||
| NOTRE DAME HIGH SCHOOL | ||||||||||
| 910 N EASTERN AVE | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $19,350 | |||
| OLSH CATHOLIC CHURCH | ||||||||||
| PO BOX 403 | CHURCH POINT | LA | 70525 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,500 | |||
| OPUS CHRISTI MAGNUM | ||||||||||
| P O BOX 3177 | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 | |||
| HOLY TEMPLE CHURCH OF DELIVERANCE | ||||||||||
| 824 W 14TH ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 | |||
| OUR LADY QUEEN OF ANGELS | ||||||||||
| 2125 S UNION ST | OPELOUSAS | LA | 70570 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 | |||
| OUR MOTHER OF PEACE CATHOLIC SCHOOL | ||||||||||
| 218 N ROGERS | CHURCH POINT | LA | 70525 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,000 | |||
| IOTA HIGH SCHOOL | ||||||||||
| 405 S 5TH ST | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,050 | |||
| REDEMPTORIST CATHOLIC SCHOOL | ||||||||||
| 606 S AVE N | CROWLEY | LA | 70526 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $5,030 | |||
| 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 | $200 | |||
| KIDS WISH NETWORK | ||||||||||
| 4060 LOUIS AVE | HOLIDAY | FL | 34691 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| KNIGHTS OF COLUMBUS 5499 | ||||||||||
| P O BOX 2286 | CROWLEY | LA | 70527 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $120 | |||
| KOUNTRY KHAOS | ||||||||||
| 204 3RD ST | MIDLAND | LA | 70559 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $100 | |||
| LOUISIANAE ACADIE | ||||||||||
| 735 RUE JEFFERSON | LAFAYETTE | LA | 70501 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,500 | |||
| LOUISIANA BAR FOUNDATION | ||||||||||
| 900 POYDRAS SUITE 1550 | NEW ORLEANS | LA | 70112 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,300 | |||
| LOYOLA UNIVERSITY | ||||||||||
| 7214 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $1,000 | |||
| ST BERNARD SCHOOL | ||||||||||
| 251 E BRIDGE ST | BREAUX BRIDGE | LA | 70517 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 | |||
| ST FRANCIS SCHOOL | ||||||||||
| 409 ST JOSEPH | IOTA | LA | 70543 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $500 | |||
| LOUISIANA STATE UNIVERSITY | ||||||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $500 | |||
| LSU MEDICAL ALUMNI | ||||||||||
| 2020 GRAVIER ST | NEW ORLEANS | LA | 70112 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| LSU FOUNDATION | ||||||||||
| 3838 WEST LAKESHORE DR | BATON ROUGE | LA | 70808 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $15,000 | |||
| LSUE FOUNDATION | ||||||||||
| P O BOX 1129 | EUNICE | LA | 70535 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $8,000 | |||
| ST MICHAEL'S CATHOLIC CHURCH | ||||||||||
| 224 W 5TH STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $7,500 | |||
| ORDER OF FRIAR MINOR | ||||||||||
| 357 2ND ST | ST PETERSBURG | FL | 33701 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| ST THERESA'S CATHOLIC CHURCH | ||||||||||
| 417 W 3RD STREET | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $3,250 | |||
| OUR LADY OF THE LAKE COLLEGE | ||||||||||
| 5414 BRITTANY DR | BATON ROUGE | LA | 70808 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $1,500 | |||
| PEACE CENTER FOR PERFORMING ARTS | ||||||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $2,500 | |||
| THE CHURCH OF THE GOOD SHEPHERD | ||||||||||
| P O BOX 32 | CASHIERS | NC | 28717 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $11,800 | |||
| PENTACOSTAL CHURCH OF RICHIE | ||||||||||
| 4146 JOHNSON HWY | EUNICE | LA | 70535 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $340 | |||
| THE LITERACY COUNCIL OF HIGHLANDS | ||||||||||
| 348 SOUTH 5TH ST | HIGHLANDS | NC | 28741 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| RAYNE CATHOLIC SCHOOL | ||||||||||
| 407 S POLK ST | RAYNE | LA | 70578 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $6,000 | |||
| REACH OF MACON COUNTY | ||||||||||
| P O BOX 228 | FRANKLIN | NC | 28744 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| SISTERS OF THE HOLY FAMILY | ||||||||||
| 6901 CHEF MENTEUR BLVD | NEW ORLEANS | LA | 70126 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| TUBEROUS SCLEROSIS ALLIANCE | ||||||||||
| 801 ROEDER RD | SILVER SPRINGS | MD | 20910 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| SACRED HEART OF JESUS CHURCH | ||||||||||
| 2514 OLD JEANERETTE HWY | NEW IBERIA | LA | 70563 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $2,500 | |||
| ULL ALUMNI ASSOCIATION | ||||||||||
| P O BOX 40151 | LAFAYETTE | LA | 70504 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $4,300 | |||
| UNIVERSITY OF LOUISIANA AT LAFAYETTE | ||||||||||
| P O BOX 44444 | LAFAYETTE | LA | 70504 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $7,050 | |||
| SCHOOLS OF THE SACRED HEART | ||||||||||
| P O BOX 310 | GRAND COTEAU | LA | 70541 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $2,000 | |||
| SOWELA TECHNICAL COLLEGE | ||||||||||
| 3820 SEN J BENNET JOHNSTON AVE | LAKE CHARLES | LA | 70615 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 | |||
| 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 | |||
| SOUTHWEST COMMUNITY COLLEGE | ||||||||||
| 447 COLLEGE DR | SYLVA | NC | 28779 | NONE | COLLEGE | BENEFIT OF COLLEGE ACTIVITIES | $500 | |||
| ST ANDREW'S VILLAGE | ||||||||||
| P O BOX 44444 | ABITA SPRINGS | LA | 70420 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| ST BENEDICT ABBEY | ||||||||||
| 252 STILL RIVER RD | STILL RIVER | MA | 01467 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| ST JOSEPH BAPTIST CHURCH | ||||||||||
| P O BOX 609 | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 | |||
| ST MARY MAGDALEN CATHOLIC CHURCH | ||||||||||
| P O BOX 1507 | ABBEVILLE | LA | 70510 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,000 | |||
| ST JOHN THE EVANGELIST CHURCH | ||||||||||
| P O BOX 340 | MERMENTAU | LA | 70556 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,200 | |||
| ST JUDE'S CATHOLIC CHURCH | ||||||||||
| 3011 HIGHWAY 64 EAST | SAPPHIRE VALLEY | NC | 28774 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $1,800 | |||
| ST JUDE'S CHILDREN RESEARCH HOSPITAL | ||||||||||
| P O BOX 1000 | MEMPHIS | TN | 38148 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $125 | |||
| ST PIUS ELEMENTARY SCHOOL | ||||||||||
| 205 E BAYOU PARKWAY | LAFAYETTE | LA | 70508 | NONE | SCHOOL | BENEFIT OF SCHOOL ACTIVITIES | $1,000 | |||
| THE TOWN OF ST LAWRENCE | ||||||||||
| NONE | GOVERNMENT ENTITY | BENEFIT OF GOVERNMENT ACTIVITIES | $1,000 | P O BOX 128 | ST LAWRENCE | CA | ||||
| THE BODY OF CHRIST MINISTRIES | ||||||||||
| P O BOX 97 | CHURCH POINT | LA | 70525 | NONE | CATHOLIC ORGANIZATIO | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| TEMPLE SHALOM | ||||||||||
| P O BOX 53711 | LAFAYETTE | LA | 70505 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $200 | |||
| WATERFRONT PLAYHOUSE | ||||||||||
| P O BOX 724 | KEY WEST | FL | 33041 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| WELCOME HOUSE | ||||||||||
| 24292 CROWLEY EUNICE HIGHWAY | CROWLEY | LA | 70526 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,000 | |||
| WESLEY UNITED METHODIST CHURCH | ||||||||||
| 325 E ELM ST | CROWLEY | LA | 70526 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $70 | |||
| WESTERN CAROLINA UNIVERSITY | ||||||||||
| 218 KILLIAN ANNEX | CULLOWHEE | NC | 28723 | NONE | UNIVERSITY | BENEFIT OF UNIVERSITY ACTIVITIES | $250 | |||
| ZIGLER ART MUSEUM | ||||||||||
| 411 CLARA ST | JENNINGS | LA | 70546 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $1,400 | |||
| AMERICAN RED CROSS | ||||||||||
| 2640 CANAL STREET | NEW ORLEANS | LA | 70119 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $500 | |||
| MONSIGNOR BODIN CEMETARY FUND | ||||||||||
| 1256 ASHBOURNE DR | BATON ROUGE | LA | 70815 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $250 | |||
| MOUNTAIN WILDLIFE DAYS | ||||||||||
| SAPPHIRE VALLEY RESORT | SAPPHIRE | NC | 28774 | NONE | OTHER ORGANIZATION | BENEFIT OF ORGANIZATION ACTIVITIES | $600 | |||
| NEW ZION BAPTIST CHURCH | ||||||||||
| 251 NIMITZ | EUNICE | LA | 70535 | NONE | CHURCH | BENEFIT OF CHURCH ACTIVITIES | $500 | |||
| FISHES & LOAVES FOOD PANTRY INC | ||||||||||
| P O BOX 11234 | CHARLOTTE | NC | 28220 | NONE | OTHER PUBLIC CHARITY | BENEFIT OF ORGANIZATION ACTIVITIES | $150,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $461,982 | 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 | $629 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,380 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,869 | ExclusionAmt |
| Related Or Exempt Function Incm | -$52,404 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUND | Desc |
| Unrelated Business Taxbl Incm | $250 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $250 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,180 | ExclusionAmt |
| Related Or Exempt Function Incm | -$52,404 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,026 | 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 | 11 | LineNumberTxt |
| Relationship Statement | REFUND OF GRANT PREVIOUSLY MADE | 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 | $6,050 | Amt |
| Net Investment Income | $0 | 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 | $4,341,326 | BookValueAmt |
| EOYFMV | $5,282,667 | 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 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $34,845 | $34,845 | $0 |
| LEGION CITY HALL LLC | $921 | $921 | $0 |
| VICKSBURG INCOME PROPERTIES LLC | $9,113 | $9,113 | $0 |
| ROBINS INVESTMENT GROUP | $33,259 | $33,259 | $0 |
| OFFICE SUPPLIES | $321 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SOUTHWEST ACADIA DEVELOPMENT LLC | $5,852 | $5,852 | $5,852 |
| FORT STOCKTON INCOME PROPERTIES | $450 | $450 | $450 |
| GRANT REFUND | $250 | $250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE IN TAX AND BOOK INCOME | Description |
| Amount | $6,922 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $323 | $0 | $0 |
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |
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