ROBERT E ZETZMANN FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ROBERT E ZETZMANN FAMILY FOUNDATION (EIN 75-2986397)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-12
IRS object ID
201432249349100303
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-08-12T08:50:29-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720207210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEPPERMAN EMBOULAS SCHWARTZ & TODARO LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11815 CLEARVIEW PARKWAYAddressLine1
CityMETAIRIECity
StateLAState
ZIP Code70001ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752986397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E ZETZMANN FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2C/O MARK E ZETZMANNBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5048336580PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1
CityMETAIRIECity
StateLAState
ZIP Code70005ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK E ZETZMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5048336580PhoneNum
Signature2014-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE M HESS CPAPreparerPersonNm
PTINP01209707PTIN
Phone5048374555PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,510,552FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$28,109DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,525DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$248,638NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,571,101GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$248,638CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$276,747TotalRevAndExpnssAmt
Total Net Invst Incm$276,163TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$22,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,100LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,100LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$28,214OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,214OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,096TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,096TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$836OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$836OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,746TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$54,746TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$141,692ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$141,692ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,438TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$54,746TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$141,692TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$80,309ExcessRevenueOverExpensesAmt
Net Investment Income$221,417NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$88,082CashBOYAmt
Cash EOY$18,198CashEOYAmt
Cash EOYFMV$18,198CashEOYFMVAmt
Prepaid Expenses BOY$3,746PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,402PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$2,402PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,717,784CorporateStockBOYAmt
Corporate Stock EOY$1,865,118CorporateStockEOYAmt
Corporate Stock EOYFMV$2,472,584CorporateStockEOYFMVAmt
Corporate Bonds BOY$992,301CorporateBondsBOYAmt
Corporate Bonds EOY$996,504CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,017,368CorporateBondsEOYFMVAmt
Total Assets BOY$2,801,913TotalAssetsBOYAmt
Total Assets EOY$2,882,222TotalAssetsEOYAmt
Total Assets EOYFMV$3,510,552TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,801,913CapitalStockBOYAmt
Capital Stock EOY$2,882,222CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,801,913TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,882,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,801,913TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,882,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,801,913TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$80,309ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,882,222SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,882,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAPITAL ONE S/T GAIN/LOSS-COVERED-SCHEDULED$939,859$880,826$59,033$59,033
CAPITAL ONE S/T WASH SALE-COVERED-SCHEDULED$5,884$7,238-$1,354-$1,354
CAPITAL ONE L/T GAIN/LOSS-COVERED-SCHEDULED$450,365$338,473$111,892$111,892
CAPITAL ONE L/T GAIN/LOSS-NON-COVERED-SCHEDULED$121,685$81,874$39,811$39,811
568.182 SHS HOMESTEAD SMALL CO STK FD-NON-COVERED$19,875$14,052$5,823$5,823
CAPITAL GAINS DIVIDENDS$33,433$33,433$33,433P
FieldValueIRS element (for citing)
Capital Gain Net Income$248,638CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$145,276AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,846,939NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051029DistributionYr1Rt
Adjusted Qlfy Distri Yr2$89,524AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,082,692NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029041DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,530AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,016,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.005223DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.085293TotalDistributionRt
Average Distribution0.017059AverageDistributionRt
Net Vl Noncharitable Assets$3,294,086NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,194AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$58,408AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$141,692QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,214InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,214SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,214TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,402EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,402TotalPaymentsAndCreditsAmt
Overpayment$188OverpaymentAmt
Applied To ES Tax$188AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressZETZMANNFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK E ZETZMANNBusinessNameLine1
FieldValueIRS element (for citing)
Phone5048336580PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1
CityMETAIRIECity
StateLAState
ZIP Code70005ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT E ZETZMANN JR
206 VINCENT AVEMETAIRIELA70005DIRECTOR5.00$7,500$0$0
MARK E ZETZMANN
326 DORRINGTON BLVDMETAIRIELA70005DIRECTOR5.00$7,500$0$0
CAROLINE Z CALHOUN
217 BROCKENBRAUGH CTMETAIRIELA70005DIRECTOR5.00$7,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,266,633AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,617AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,344,250TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,344,250AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$50,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,294,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,704MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,704MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,214TaxBasedOnInvestmentIncomeAmt
Total Tax$2,214TotalTaxAmt
Distributable Before Adj$162,490DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$162,490DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$162,490DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$141,692ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$141,692QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,214PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$139,478AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$162,490DistributableAsAdjustedAmt
Undistributed Income PY$140,413UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$141,692QualifyingDistributionsAmt
Applied To Year1$140,413AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,279AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$161,211UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGELS TOUCHING LIVES
13527 ARNOLD ROADWALKERLA70785NONEPRIVATECOMMUNITY OUTREACH$1,000
CHI OMEGA EDUCATION FUND OF DALLAS
3419 WESTMINSTER SUITE 331DALLASTX75205NONEPRIVATEEDUCATION$1,000
LADIES PHILOPTOCHOS ELPIS CHAPTER
1200 ROBERT E LEE BLVDNEW ORLEANSLA70122NONEPRIVATECOMMUNITY OUTREACH$500
BRIDGE HOUSE
4150 EARHART BLVDNEW ORLEANSLA70125NONEPRIVATEALCOHOL AND SUBSTANCE TREATMENT CENTER$4,500
BUREAU OF GOVERNMENT RESEARCH
938 LAFAYETTE ST 200NEW ORLEANSLA70113NONEPRIVATERESEARCH$2,500
CRIME STOPPERS INC
3300 METAIRIE ROADMETAIRIELA70001NONEPRIVATECITIZENS ORGANIZATION$5,000
GREEK ORTHODOX COMMUNITY OF NEW ORLEANS
1200 ROBERT E LEE BLVDNEW ORLEANSLA70122NONEPRIVATECHURCH$2,000
ISIDORE NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115NONEPRIVATEEDUCATION$10,000
KID SMART
1024 ELYSIAN FIELDS AVENUENEW ORLEANSLA70117NONEPRIVATEEDUCATION PROGRAMS$8,576
KINGSLEY HOUSE
1600 CONSTANCE STREETNEW ORLEANSLA70130NONEPRIVATECHILD AND FAMILY SERVICES$1,000
KIPP NEW ORLEANS SCHOOL
P O BOX 2390NEW ORLEANSLA70176NONEPRIVATEEDUCATIONAL INSTITUTION$10,000
NEW ORLEANS JAZZ & HERITAGE FOUNDATION
1205 N RAMPART STREETNEW ORLEANSLA70116NONEPRIVATEPRESERVATION$2,000
LOUISE S MCGHEE SCHOOL
2343 PRYTANIA STREETNEW ORLEANSLA70130NONEPRIVATEEDUCATIONAL INSTITUTION$5,000
LSU FOUNDATION
3139C PATRICK F TAYLOR HALLBATON ROUGELA70803NONEPUBLICEDUCATIONAL INSTITUTION$20,000
METROPOLITAN CRIME COMMISSION
1615 POYDRAS ST 1060NEW ORLEANSLA70112NONEPRIVATECITIZENS ORGANIZATION$3,500
METROPOLITAN SAFETY COUNCIL
4200 I-10 SERVICE RDMETAIRIELA70001NONEPRIVATECITIZENS ORGANIZATIONS$616
NEW ORLEANS CITY PARK
1 PALM DRNEW ORLEANSLA70124NONEPRIVATEBEAUTIFICATION AND EDUCATION PROGRAMS$7,000
MT OLIVE FEEDING MISSION
2442 SECOND STREETSLIDELLLA70458NONEPRIVATECOMMUNITY OUTREACH$1,000
OCHSNER FOUNDATION HOSPITAL - BOH IMPLANT FUND
1514 JEFFERSON HWY BRENT HOUSENEW ORLEANSLA70121NONEPRIVATERESEARCH AND MEDICAL ASSISTANCE$2,500
SECOND HARVEST FOOD BANK
700 EDWARD AVEHARAHANLA70123NONEPRIVATEFAMILY SERVICES$5,000
SOUTHERN METHODIST UNIVERSITY
P O BOX 750402DALLASTX75275NONEPRIVATEEDUCATIONAL INSTITUTION$1,000
ST GEORGES EPISCOPAL SCHOOL
923 NAPOLEON AVENUENEW ORLEANSLA70115NONEPRIVATERESEARCH$1,000
ST MARTINS EPISCOPAL CHURCH
2216 METAIRIE RDMETAIRIELA70001NONEPRIVATEEDUCAATIONS INSTITUTION$5,000
THE HISTORIC NEW ORLEANS COLLECTION
533 ROYAL STREETNEW ORLEANSLA70130NONEPRIVATEMUSEUM$2,500
TULANE UNIVERSITY
1555 POYDRAS ST SUITE 1000NEW ORLEANSLA70112NONEPRIVATEEDUCATIONAL INSTITUTION$18,000
UNITED WAY FOR GREATER NEW ORLEANS AREA
2515 CANAL STNEW ORLEANSLA70119NONEPRIVATELEADERSHIP AND SUPPORT ORGANIZATION$15,000
NEW ORLEANS MUSEUM OF ART
1 COLLINS DIBOLL CIRCLENEW ORLEANSLA70179NONEPRIVATEMUSEUM$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$141,692TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,109ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$248,638ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$276,747ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$276,747TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME MUTUAL FUNDSBondNm
EOY Book Value$996,504EOYBookValueAmt
EOYFMV$1,017,368EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKS & EQUITY MUTUAL FUNDSStockNm
EOY Book Value$1,865,118EOYBookValueAmt
EOYFMV$2,472,584EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$1,100LegalFeesAmt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSE AND FILING FEESDesc
Revenue And Expenses Per Books$836RevenueAndExpensesPerBooksAmt
Net Investment Income$836NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEESCategoryTxt
Amt$28,214Amt
Net Investment Income$28,214NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$599$599$0
FEDERAL TAXES$1,497$1,497$0

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