BR & R FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BR & R FOUNDATION (EIN 72-1340978)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201311359349100621
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:56:58-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720636725 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNIS T BOURGEOIS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 TREMONT DR | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70809 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721340978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | B R & R FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BR&R | NameControl |
| Phone | 2259230988 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70808 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDALL J ROBERTS | Name |
| Title | PRESIDENT | Title |
| Phone | 2259230988 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M HUGGINS CPA | Name |
| PTIN | P00172773 | PTIN |
| Phone | 2259284770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3955892 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 9 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 110602 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 110602 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 110602 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 32932 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 635120 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 32932 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 143543 | TotalRevenueAndExpenses |
| Total Net Investment Income | 143543 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 110611 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 12000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 12000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8878 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 7378 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 1800 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1800 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 73373 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 73373 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 96051 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 94551 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 99850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 99850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 195901 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 194401 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -52358 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 143543 | NetInvestmentIncome |
| Adjusted Net Income | 110611 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 37123 | CashBOY |
| Cash EOY | 21908 | CashEOY |
| Cash EOYFMV | 21908 | CashEOYFMV |
| Investments Corp Stock BOY | 3910050 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3872901 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3933984 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3947173 | TotalAssetsBOY |
| Total Assets EOY | 3894809 | TotalAssetsEOY |
| Total Assets EOYFMV | 3955892 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 383 | AccountsPayableBOY |
| Accounts Payable EOY | 377 | AccountsPayableEOY |
| Total Liabilities BOY | 383 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 377 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4499010 | CapitalStockBOY |
| Capital Stock EOY | 4499010 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -552220 | RetainedEarningsBOY |
| Retained Earnings EOY | -604578 | RetainedEarningsEOY |
| Total Net Assets BOY | 3946790 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3894432 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3947173 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3894809 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3946790 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -52358 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3894432 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3894432 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| BRANDES INVESTMENT-SEE ATTACHED SCHEDULE 1 | P | 19071 | 14965 | 4106 | 4106 |
| BRANDES INVESTMENT-SEE ATTACHED SCHEDULE 1 | P | 297668 | 284644 | 13024 | 13024 |
| MERIDIAN INVESTMENT-SEE ATTACHED SCHEDULE 2 | P | 2412 | 2363 | 49 | 49 |
| MERIDIAN INVESTMENT-SEE ATTACHED SCHEDULE 2 | P | 310830 | 300216 | 10614 | 10614 |
| CAPITAL GAINS DIVIDENDS | P | 5139 | 5139 | 5139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 32932 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 4155 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 222951 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3836828 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058108 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 129536 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3847369 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033669 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 97033 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3351569 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028952 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 206260 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4204583 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049056 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 251719 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5473632 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045988 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.215773 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043155 | AverageDistributionRatio |
| Net Noncharitable Assets | 3748871 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 161783 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1435 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 163218 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 194401 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1435 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1435 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1435 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 32 | PenaltyForUnderpayment |
| Tax Due | 1467 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | RANDALL J ROBERTS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2259230988 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART DRIVE | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70808 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RANDALL J ROBERTS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 648 ALBERT HART | AddressLine1 |
| City | BATON ROUGE | City |
| State | LA | State |
| ZIP Code | 70808 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3780860 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25100 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3805960 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3805960 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 57089 | CashDeemedCharitable |
| Net Noncharitable Assets | 3748871 | NetNoncharitableAssets |
| Minimum Investment Return | 187444 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 187444 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1435 | TaxBasedOnInvestmentIncome |
| Total Tax | 1435 | TotalTax |
| Distributable Amount Before Adj | 186009 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 186009 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 186009 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 194401 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 194401 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1435 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 192966 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 186009 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 96812 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 194401 | QualifyingDistributions |
| Applied To Year1 | 96812 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 97589 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 88420 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS SERVICES OF THE GREATER BATON ROUGE AREA | ||||||||
| 3772 NORTH BLVD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 2644 SOUTH SHERWOOD FOREST BLVD | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| 4655 SHERWOOD COMMON BLVD | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| ARTS COUNCIL OF GREATER BATON ROUGE | ||||||||
| 427 LAUREL STREET | BATON ROUGE | LA | 70801 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 | |
| BATON ROUGE GENERAL FOUNDATION | ||||||||
| 3600 FLORIDA BOULEVARD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| BATON ROUGE REGIONAL EYE BANK | ||||||||
| 7777 HENNESSY BLVD | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BATTERED WOMANS SHELTER | ||||||||
| 3730 SAINT GERARD AVE | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| BISHOP OTT CENTER FOR THE | ||||||||
| PO BOX 127 | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 9644 BROOKLINE AVENUE | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 | |
| BOYS & GIRLS CLUB | ||||||||
| 8281 GOODWOOD BLVD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 | |
| BRATL | ||||||||
| 260 SOUTH ACADIAN THRUWAY | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 | |
| BREADA | ||||||||
| 501 MAIN STREET | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| CANCER SERVICES OF GREATER BATON ROUGE | ||||||||
| 505 LOBDELL AVENUE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| CAPITAL AREA AGENCY ON AGING | ||||||||
| 6554 FLORIDA BLVD 221 | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| CAPITAL AREA CASA | ||||||||
| 848 LOUISIANA AVENUE | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| 1900 SOUTH ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| CATHOLIC DIOCESE OF BATON ROUGE - RETIRED CLERGY FUND | ||||||||
| 1800 SOUTH ACADIAN THRUWAY | BATON ROUGE | LA | 70808 | NONE | CHURCH | CHARITABLE SUPPORT | $2,000 | |
| CATHOLIC HIGH SCHOOL | ||||||||
| 855 HEARTHSTONE DRIVE | BATON ROUGE | LA | 70806 | NONE | EDUCATIONAL INSTITUT | CHARITABLE SUPPORT | $750 | |
| DREAM DAY FOUNDATION | ||||||||
| PO BOX 40247 | BATON ROUGE | LA | 70835 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,500 | |
| FRIENDS OF LA PUBLIC BROADCASTING | ||||||||
| 7733 PERKINS ROAD | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| GIRL SCOUTS OF AMERICA | ||||||||
| 545 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 | |
| GREATER BATON ROUGE CHURCHES | ||||||||
| 10560 AIRLINE HIGHWAY | BATON ROUGE | LA | 70816 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,000 | |
| GREATER BATON ROUGE FOOD BANK | ||||||||
| 5546 CHOCTAW DRIVE | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| HOSPICE FOUNDATION OF GREATER BATON ROUGE | ||||||||
| 9063 SIEGEN LANE A | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,250 | |
| LOUISIANA RESOURCE CENTER FOR EDUCATORS | ||||||||
| 5550 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $7,000 | |
| LOUISIANA STATE UNIVERSITY FOUNDATION | ||||||||
| 3838 WEST LAKESHORE DRIVE | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $16,000 | |
| LSU TRADITION FUND | ||||||||
| PO BOX 25095 | BATON ROUGE | LA | 70895 | NONE | PUBLIC CHARITY | CHARITABLE FOUNDATION | $5,850 | |
| MARY BIRD PERKINS | ||||||||
| 4950 ESSEN LANE | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPPORT | $2,000 | |
| MISSIONARIES OF CHARITY | ||||||||
| 737 EAST BOULEVARD | BATON ROUGE | LA | 70802 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| OLD STATE CAPITAL ASSOCIATION | ||||||||
| 100 NORTH BOULEVARD | BATON ROUGE | LA | 70801 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $750 | |
| OUR LADY OF MERCY | ||||||||
| 445 MARQUETTE AVE | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 | |
| PENNINGTON BIOMEDICAL RESEARCH FOUNDATION | ||||||||
| 6400 PERKINS ROAD | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE FOUNDATION | $4,000 | |
| SALVATION ARMY | ||||||||
| 7361 AIRLINE HIGHWAY | BATON ROUGE | LA | 70805 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| ST ALOYSIUS | ||||||||
| 1957 STUART AVENUE | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| ST ELIZABETH FOUNDATION | ||||||||
| 8054 SUMMA AVE A | BATON ROUGE | LA | 70809 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,750 | |
| ST JUDE THE APOSTLE | ||||||||
| 9150 HIGHLAND ROAD | BATON ROUGE | LA | 70810 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 | |
| ST VINCENT DE PAUL | ||||||||
| 5621 GOVERNMENT STREET | BATON ROUGE | LA | 70808 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,000 | |
| SWINE PALACE PRODUCTIONS | ||||||||
| 105 MUSIC AND DRAMATIC ARTS | BATON ROUGE | LA | 70803 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $1,500 | BUILDING DALRYMPLE DRIVE - LSU |
| TIGER ATHLETIC FOUNDATION | ||||||||
| PO BOX 711 | BATON ROUGE | LA | 70821 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $3,500 | |
| VOLUNTEERS OF AMERICA | ||||||||
| 3939 NORTH BOULEVARD | BATON ROUGE | LA | 70806 | NONE | PUBLIC CHARITY | CHARITABLE SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 99850 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $110,602 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $32,932 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $143,543 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143543 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS | NameOfStock |
| EOY Book Value | 3872901 | EOYBookValue |
| EOYFMV | 3933984 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MANAGEMENT FEES | 73227 | 0 | 0 | 73227 |
| OFFICE SUPPLIES | 87 | 0 | 0 | 87 |
| LICENSE & PERMIT | 59 | 0 | 0 | 59 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $6,460 | 0 | 0 | 6460 |
| EXCISE TAXES | $1,500 | 0 | 0 | 0 |
| PAYROLL TAXES | $918 | 0 | 0 | 918 |
Comments