MARY & AL DANOS FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARY & AL DANOS FAMILY FOUNDATION (EIN 72-1495656)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-04
- IRS object ID
- 201230959349100113
- Schema version
- 2011v1.2
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T18:17:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720870824 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGMANN DAZET & COMPANY APC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS BLVD SUITE 800 | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 70005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721495656 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY & AL DANOS FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9856933300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15533 E MAIN ST | AddressLine1 |
| City | CUTOFF | City |
| State | LA | State |
| ZIP Code | 70345 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLEN J DANOS JR | Name |
| Title | PRESIDENT | Title |
| Phone | 9856933300 | Phone |
| Date Signed | 2012-03-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D WATKINS | Name |
| PTIN | P00623110 | PTIN |
| Phone | 5048378844 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 951316 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10577 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 41603 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41603 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16678 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 198831 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16678 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 328 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 328 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 69186 | TotalRevenueAndExpenses |
| Total Net Investment Income | 58609 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2210 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2210 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 70 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 70 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7135 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 6440 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9415 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8720 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54415 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8720 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14771 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 49889 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 10924 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22703 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22703 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 433940 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 381695 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 379969 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 28000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 28000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 28940 | InvestmentsCorpBondsEOYFMV |
| Investments Mortgage Loans BOY | 49854 | InvestmentsMortgageLoansBOY |
| Investments Mortgage Loans EOY | 43941 | InvestmentsMortgageLoansEOY |
| Investments Mortgage Loans EOYFMV | 44613 | InvestmentsMortgageLoansEOYFMV |
| Investments Other BOY | 388296 | InvestmentsOtherBOY |
| Investments Other EOY | 449446 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 475091 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 911014 | TotalAssetsBOY |
| Total Assets EOY | 925785 | TotalAssetsEOY |
| Total Assets EOYFMV | 951316 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 25940 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 25940 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 885074 | RetainedEarningsBOY |
| Retained Earnings EOY | 899845 | RetainedEarningsEOY |
| Total Net Assets BOY | 911014 | TotalNetAssetsBOY |
| Total Net Assets EOY | 925785 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 911014 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 925785 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 911014 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14771 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 925785 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 925785 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (82 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ALCON INC | P | 2010-06-10 | 2011-04-12 | 416 | 349 | 67 | 67 |
| CANADIAN NATL RAILWAY CO | P | 2011-01-03 | 2011-11-16 | 67 | 58 | 9 | 9 |
| CANADIAN NATL RAILWAY CO | P | 2011-04-01 | 2011-11-16 | 73 | 72 | 1 | 1 |
| CANADIAN NATL RAILWAY CO | P | 2011-07-01 | 2011-11-16 | 71 | 72 | -1 | -1 |
| CANADIAN NATL RAILWAY CO | P | 2011-10-03 | 2011-11-16 | 70 | 59 | 11 | 11 |
| CANADIAN NATL RAILWAY CO | P | 2011-10-03 | 2011-11-17 | 10 | 8 | 2 | 2 |
| CENTRAL FUND OF CANADA LTD | P | 2011-06-06 | 2011-11-16 | 2302 | 2146 | 156 | 156 |
| CENTRAL FUND OF CANADA LTD | P | 2011-11-15 | 2011-11-17 | 1 | 1 | 0 | 0 |
| FIRSTENERGY CORP | P | 2010-03-23 | 2011-02-25 | 1 | 1 | 0 | 0 |
| KLA-TENCOR CORP | P | 2010-09-02 | 2011-06-06 | 81 | 58 | 23 | 23 |
| KLA-TENCOR CORP | P | 2010-12-02 | 2011-06-06 | 62 | 59 | 3 | 3 |
| KLA-TENCOR CORP | P | 2011-03-02 | 2011-06-06 | 50 | 59 | -9 | -9 |
| KLA-TENCOR CORP | P | 2011-06-02 | 2011-06-06 | 36 | 37 | -1 | -1 |
| KLA-TENCOR CORP | P | 2011-06-02 | 2011-06-07 | 22 | 22 | 0 | 0 |
| LEGG MASON INC | P | 2010-07-13 | 2011-06-06 | 18 | 17 | 1 | 1 |
| LEGG MASON INC | P | 2010-10-26 | 2011-06-06 | 17 | 17 | 0 | 0 |
| LEGG MASON INC | P | 2011-01-11 | 2011-06-06 | 23 | 25 | -2 | -2 |
| LEGG MASON INC | P | 2011-04-12 | 2011-06-06 | 9 | 10 | -1 | -1 |
| LEGG MASON INC | P | 2011-04-12 | 2011-06-07 | 13 | 15 | -2 | -2 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2010-07-12 | 2011-06-06 | 348 | 253 | 95 | 95 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2010-10-07 | 2011-06-06 | 306 | 256 | 50 | 50 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2011-01-19 | 2011-06-06 | 827 | 775 | 52 | 52 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2011-04-08 | 2011-06-06 | 810 | 797 | 13 | 13 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2011-04-08 | 2011-06-07 | 4 | 4 | 0 | 0 |
| NOVARTIS AG ADR | P | 2011-04-12 | 2011-11-16 | 6422 | 6415 | 7 | 7 |
| ALCON INC | P | 2007-06-26 | 2011-04-12 | 26085 | 20123 | 5962 | 5962 |
| ALCON INC | P | 2008-05-23 | 2011-04-12 | 282 | 252 | 30 | 30 |
| ALCON INC | P | 2009-05-29 | 2011-04-12 | 588 | 366 | 222 | 222 |
| AMERISOURCE BERGEN CORP | P | 2007-06-26 | 2011-06-06 | 6836 | 4093 | 2743 | 2743 |
| CANADIAN NATL RAILWAY CO | P | 2007-06-26 | 2011-11-16 | 18592 | 12019 | 6573 | 6573 |
| CANADIAN NATL RAILWAY CO | P | 2007-10-01 | 2011-11-16 | 58 | 43 | 15 | 15 |
| CANADIAN NATL RAILWAY CO | P | 2008-01-02 | 2011-11-16 | 72 | 43 | 29 | 29 |
| CANADIAN NATL RAILWAY CO | P | 2008-04-01 | 2011-11-16 | 72 | 46 | 26 | 26 |
| CANADIAN NATL RAILWAY CO | P | 2008-07-01 | 2011-11-16 | 76 | 46 | 30 | 30 |
| CANADIAN NATL RAILWAY CO | P | 2008-10-02 | 2011-11-16 | 75 | 45 | 30 | 30 |
| CANADIAN NATL RAILWAY CO | P | 2009-01-02 | 2011-11-16 | 83 | 39 | 44 | 44 |
| CANADIAN NATL RAILWAY CO | P | 2009-04-02 | 2011-11-16 | 85 | 41 | 44 | 44 |
| CANADIAN NATL RAILWAY CO | P | 2009-07-01 | 2011-11-16 | 82 | 45 | 37 | 37 |
| CANADIAN NATL RAILWAY CO | P | 2009-10-01 | 2011-11-16 | 78 | 49 | 29 | 29 |
| CANADIAN NATL RAILWAY CO | P | 2010-01-04 | 2011-11-16 | 71 | 51 | 20 | 20 |
| CANADIAN NATL RAILWAY CO | P | 2010-04-01 | 2011-11-16 | 71 | 56 | 15 | 15 |
| CANADIAN NATL RAILWAY CO | P | 2010-07-01 | 2011-11-16 | 73 | 54 | 19 | 19 |
| CANADIAN NATL RAILWAY CO | P | 2010-10-01 | 2011-11-16 | 67 | 56 | 11 | 11 |
| CHICAGO BRIDGE & IRON NV SHS | P | 2007-03-08 | 2011-11-16 | 4575 | 7246 | -2671 | -2671 |
| CHICAGO BRIDGE & IRON NV SHS | P | 2007-03-26 | 2011-11-16 | 1799 | 2849 | -1050 | -1050 |
| CHICAGO BRIDGE & IRON NV SHS | P | 2007-03-26 | 2011-12-27 | 897 | 1424 | -527 | -527 |
| EATON VANCE FLOATING RATE FUND CL I | P | 2010-01-27 | 2011-06-06 | 13310 | 12761 | 549 | 549 |
| FIRSTENERGY CORP | P | 2007-06-26 | 2011-02-25 | 32 | 68 | -36 | -36 |
| INTL BUSINESS MACHINES CORP | P | 2007-06-26 | 2011-08-04 | 6616 | 4009 | 2607 | 2607 |
| KLA-TENCOR CORP | P | 2007-06-26 | 2011-06-06 | 8890 | 12030 | -3140 | -3140 |
| KLA-TENCOR CORP | P | 2007-09-05 | 2011-06-06 | 23 | 33 | -10 | -10 |
| KLA-TENCOR CORP | P | 2007-12-04 | 2011-06-06 | 28 | 33 | -5 | -5 |
| KLA-TENCOR CORP | P | 2008-03-04 | 2011-06-06 | 32 | 33 | -1 | -1 |
| KLA-TENCOR CORP | P | 2008-06-03 | 2011-06-06 | 29 | 33 | -4 | -4 |
| KLA-TENCOR CORP | P | 2008-09-03 | 2011-06-06 | 37 | 33 | 4 | 4 |
| KLA-TENCOR CORP | P | 2008-12-02 | 2011-06-06 | 75 | 33 | 42 | 42 |
| KLA-TENCOR CORP | P | 2009-03-10 | 2011-06-06 | 86 | 34 | 52 | 52 |
| KLA-TENCOR CORP | P | 2009-06-02 | 2011-06-06 | 48 | 34 | 14 | 14 |
| KLA-TENCOR CORP | P | 2009-09-02 | 2011-06-06 | 46 | 34 | 12 | 12 |
| KLA-TENCOR CORP | P | 2009-12-02 | 2011-06-06 | 44 | 34 | 10 | 10 |
| KLA-TENCOR CORP | P | 2010-03-02 | 2011-06-06 | 46 | 35 | 11 | 11 |
| KLA-TENCOR CORP | P | 2010-06-02 | 2011-06-06 | 47 | 35 | 12 | 12 |
| LMP CAP & INCOME FD INC | P | 2010-01-14 | 2011-07-08 | 29871 | 21888 | 7983 | 7983 |
| LMP CAP & INCOME FD INC | P | 2010-01-14 | 2011-10-07 | 3275 | 2779 | 496 | 496 |
| LEGG MASON INC | P | 2007-08-06 | 2011-06-06 | 12660 | 34043 | -21383 | -21383 |
| LEGG MASON INC | P | 2007-10-16 | 2011-06-06 | 36 | 95 | -59 | -59 |
| LEGG MASON INC | P | 2008-01-02 | 2011-06-06 | 42 | 96 | -54 | -54 |
| LEGG MASON INC | P | 2008-04-08 | 2011-06-06 | 51 | 96 | -45 | -45 |
| LEGG MASON INC | P | 2008-07-08 | 2011-06-06 | 84 | 96 | -12 | -12 |
| LEGG MASON INC | P | 2008-10-21 | 2011-06-06 | 138 | 97 | 41 | 41 |
| LEGG MASON INC | P | 2009-01-06 | 2011-06-06 | 127 | 98 | 29 | 29 |
| LEGG MASON INC | P | 2009-04-14 | 2011-06-06 | 166 | 99 | 67 | 67 |
| LEGG MASON INC | P | 2009-07-14 | 2011-06-06 | 17 | 13 | 4 | 4 |
| LEGG MASON INC | P | 2009-10-27 | 2011-06-06 | 13 | 13 | 0 | 0 |
| LEGG MASON INC | P | 2010-01-12 | 2011-06-06 | 13 | 13 | 0 | 0 |
| LEGG MASON INC | P | 2010-04-13 | 2011-06-06 | 13 | 13 | 0 | 0 |
| MCDONALDS CORP | P | 1984-08-30 | 2011-11-16 | 9254 | 4487 | 4767 | 4767 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2010-01-27 | 2011-06-06 | 31648 | 24397 | 7251 | 7251 |
| NFJ DIVIDEND INTEREST & PREMIUM STRATEGY FD | P | 2010-04-13 | 2011-06-06 | 297 | 251 | 46 | 46 |
| NOVARTIS AG ADR | P | 2010-01-01 | 2011-04-08 | 13 | 13 | 13 | |
| PHILIP MORRIS INTL INC | P | 2007-04-03 | 2011-08-04 | 5348 | 3736 | 1612 | 1612 |
| CAPITAL GAINS DIVIDENDS | P | 3700 | 3700 | 3700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16678 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 44456 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 880648 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050481 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 48864 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 721462 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067729 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49722 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 873703 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.056909 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 48080 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 571271 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.084163 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2073 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259282 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051856 | AverageDistributionRatio |
| Net Noncharitable Assets | 975976 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 50610 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 499 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 51109 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 998 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 998 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 998 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 777 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 777 | TotalCreditsAndPayments |
| Tax Due | 221 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| 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 | ALLEN J DANOS JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9856933300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15533 EAST MAIN ST | AddressLine1 |
| City | CUTOFF | City |
| State | LA | State |
| ZIP Code | 70345 | 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 (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ANDRE DANOS | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| RENE D DAVID | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| ALYCE DANOS | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | SECRETARY | 0.00 | 0 | 0 | 0 |
| MARCEL DANOS | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | TREASURER & VP OF INVESTMENTS | 0.00 | 0 | 0 | 0 |
| ALLEN J DANOS JR | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| LUKE DAVID | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SARAH DAVID | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| JULIE HEBERT-DANOS | ||||||||
| 15533 EAST MAIN ST | CUTOFF | LA | 70345 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| 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 | 980493 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10346 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 990839 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 990839 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14863 | CashDeemedCharitable |
| Net Noncharitable Assets | 975976 | NetNoncharitableAssets |
| Minimum Investment Return | 48799 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48799 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 998 | TaxBasedOnInvestmentIncome |
| Total Tax | 998 | TotalTax |
| Distributable Amount Before Adj | 47801 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47801 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47801 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47801 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 23252 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 6593 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 13369 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1512 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 44726 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 45000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2801 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2801 | ExcessDistriCyovAppliedCY |
| Total Corpus | 41925 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 41925 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20451 | ExcessFromYear4 |
| Excess From Year3 | 6593 | ExcessFromYear3 |
| Excess From Year2 | 13369 | ExcessFromYear2 |
| Excess From Year1 | 1512 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ALLEN J DANOS JR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1460 | AddressLine1 |
| City | LAROSE | City |
| State | LA | State |
| ZIP Code | 70373 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9856933300 | RecipientPhoneNumber |
| Form And Info And Materials | THE MARY & AL DANOS FAMILY FOUNDATION IS TO RECEIVE AND MAINTAIN PROPERTY EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, TESTING FOR PUBLIC SAFETY, LITERARY OR EDUCATIONAL PURPOSES, EITHER DIRECTLY OR BY CONTRIBUTIONS TO ORGANIZATION THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS THEY NOW EXIST OR AS THEY MAY HEREAFTER BE AMENDED. ANY PARTY INTERESTED IN SOLICITING FUNDS FROM THE FOUNDATION SHOULD SUBMIT AN APPLICATION CONTAINING THE NAMES AND ADDRESSES OF THE SOLICITING ORGANIZATION, ITS NOT-FOR-PROFIT FUNCTION, AND A BRIEF DESCRIPTION OF HOW SUCH FUNDS WOULD BE UTILIZED TO FURTHER SUCH FUNCTION. THE FOUNDATION ASSUMES NO RESPONSIBILITY FOR PROCESSING SUCH APPLICATIONS NOR GUARANTEES THAT FUNDS WILL BE AWARDED TO ANY APPLICANT. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| HOLY ROSARY CATHOLIC SCHOOL | |||||||
| PO BOX 40 | LAROSE | LA | 70373 | NONE | N/A | EDUCATIONAL | $10,000 |
| NICHOLLS STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 2074 | THIBODAUX | LA | 70310 | NONE | 501(C)(3) | EDUCATIONAL | $20,000 |
| SACRED HEART CATHOLIC CHURCH | |||||||
| 15300 WEST MAIN STREET | CUTOFF | LA | 70345 | NONE | N/A | EDUCATIONAL | $5,000 |
| CASA OF LAFOURCHE | |||||||
| PO BOX 1343 | THIBODAUX | LA | 70302 | NONE | 501(C)(3) | EDUCATIONAL | $5,000 |
| FIRST UNITED METHODIST CHURCH - THE LITTLE SCHOOL | |||||||
| 106 PECAN STREET | THIBODAUX | LA | 70301 | NONE | N/A | EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,603 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $328 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,678 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $58,609 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 58609 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $2,210 | Amount |
| Net Investment Income | 2210 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BANK OF AMERICA | NameOfBond |
| EOY Book Value | 28000 | EOYBookValue |
| EOYFMV | 28940 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMAZON COM INC | 9790 | 8309 |
| AMERISOURCEBERGEN CORP | 15322 | 23581 |
| BANK OF AMERICA CORP | 21602 | 2569 |
| BEMIS CO INC | 24384 | 23405 |
| BT GROUP PLC ADR-USD | 6032 | 2786 |
| CHEVRON CORP | 30849 | 44818 |
| CHICAGO BRIDGE&IRON NV SHS | 29467 | 18144 |
| COCA-COLA CO | 23168 | 30710 |
| FIRSTENERGY CORP | 6291 | 3727 |
| HARRIS CORP-DELAWARE | 12904 | 8838 |
| INTL BUSINESS MACHINE CORP | 9180 | 15672 |
| MCDONALDS CORP | 9572 | 18539 |
| MICROSOFT CORP | 14294 | 14820 |
| NOVARTIS AG ADR | 15217 | 20181 |
| PARTNERRE LTD - BMD | 44303 | 36000 |
| PHILIP MORRIS INTL INC | 21266 | 34307 |
| SEADRILL LTD | 9385 | 9224 |
| THE SHAW GROUP INC | 29467 | 13262 |
| WAL-MART STORES INC | 27282 | 33278 |
| WELLS FARGO & CO NEW | 21920 | 17799 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (21 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ADVENT CLAYMORE CV SECS & INCOME FD | AT COST | 21909 | 17788 |
| ASA GOLD AND PRECIOUS METALS | AT COST | 9715 | 8459 |
| BANCROFT FUND LTD | AT COST | 42645 | 43571 |
| CALAMOS CONVERTIBLE FD CL I | AT COST | 14023 | 16185 |
| CALAMOS STRATEGIC TOTAL RETURN | AT COST | 41273 | 70037 |
| CENTRAL SECURITIES CORP | AT COST | 29420 | 31122 |
| EATON VANCE FLOATING RATE FUND CL I | AT COST | 0 | 0 |
| EATON VANCE TAX MANAGED GLOBAL | AT COST | 36753 | 31905 |
| GABELLI DIVIDEND & INCOME TR | AT COST | 40549 | 39677 |
| GLOBAL INCOME FUND INC | AT COST | 30385 | 27366 |
| HELIOS ADVANTAGE INCOME FUND | AT COST | 18474 | 18994 |
| ING CLARION GLOBAL REAL ESTATE | AT COST | 25720 | 29767 |
| ING GLOBAL VALUE CHOICE CUND CL I | AT COST | 9256 | 9102 |
| LMP CAP & INCOME FD INC | AT COST | 17881 | 20649 |
| MFS INTERMARKET INCOME TR I | AT COST | 12246 | 11874 |
| MFS MULTIMARKET INCM TR SBI | AT COST | 18773 | 23064 |
| MONTGOMERY STR INCOME SECS INC | AT COST | 9799 | 9477 |
| ROYCE VALUE TRUST INC | AT COST | 17130 | 16503 |
| VIRTUS TOTAL RETURN FUND | AT COST | 20638 | 18536 |
| WESTERN ASSET VAR RATE | AT COST | 17173 | 15263 |
| WESTERN ASSET WORLDWIDE INCOME | AT COST | 15684 | 15752 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT SERVICES | 6435 | 6435 | 0 |
| MEMBERSHIP DUES | 695 | 0 | 0 |
| SECRETARY OF STATE | 5 | 5 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MORGAN STANLEY SMITH BARNEY | Description |
| Revenue And Expenses Per Books | 328 | RevenueAndExpensesPerBooks |
| Net Investment Income | 328 | NetInvestmentIncome |
| Adjusted Net Income | 328 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $70 | Amount |
| Net Investment Income | 70 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments