BR & R FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BR & R FOUNDATION (EIN 72-1340978)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-04
- IRS object ID
- 201142169349100209
- Schema version
- 2010v3.4
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-04T14:38:35-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-08-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN M HUGGINS | Name |
| Phone | 2259284770 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4035456 | 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 | 16 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 16 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 100199 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 100199 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 100199 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -133529 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 705810 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -33314 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100215 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 100215 | 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 | 9000 | 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 | 9000 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2155 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2155 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6209 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 6209 | TaxesDsbrsChrtblPrps |
| Occupancy Rev And Expnss | 1350 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 1350 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 76219 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 76219 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 94933 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 94933 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34603 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34603 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129536 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 129536 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -162850 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 100215 | NetInvestmentIncome |
| Adjusted Net Income | 100215 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 4509 | CashBOY |
| Cash EOY | 4987 | CashEOY |
| Cash EOYFMV | 4987 | CashEOYFMV |
| Prepaid Expenses BOY | 3356 | PrepaidExpensesBOY |
| Investments Corp Stock BOY | 4164491 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4004548 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4030469 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4172356 | TotalAssetsBOY |
| Total Assets EOY | 4009535 | TotalAssetsEOY |
| Total Assets EOYFMV | 4035456 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 275 | AccountsPayableBOY |
| Accounts Payable EOY | 304 | AccountsPayableEOY |
| Total Liabilities BOY | 275 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 304 | 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 | -326929 | RetainedEarningsBOY |
| Retained Earnings EOY | -489779 | RetainedEarningsEOY |
| Total Net Assets BOY | 4172081 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4009231 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4172356 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4009535 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4172081 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -162850 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4009231 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4009231 | 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 | P | 29293 | 23487 | 5806 | 5806 |
| BRANDES INVESTMENT | P | 266293 | 323249 | -56956 | -56956 |
| ICON INVESTMENT | P | 105269 | 113333 | -8064 | -8064 |
| ICON INVESTMENT | P | 303944 | 379270 | -75326 | -75326 |
| CAPITAL GAINS DIVIDENDS | P | 1011 | 1011 | 1011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -133529 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -2258 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 97033 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3351569 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.028952 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 206260 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4204583 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.049056 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 251719 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5473632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045988 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 233570 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5114606 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045667 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 225417 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4778285 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047175 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216838 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043368 | AverageDistributionRatio |
| Net Noncharitable Assets | 3847369 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 166853 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1002 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 167855 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 129536 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2004 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2004 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2004 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1360 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 700 | TaxPaidWithExtension |
| Total Credits And Payments | 2060 | TotalCreditsAndPayments |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Overpayment | 46 | Overpayment |
| Amount Credited To Next Year | 46 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 3880011 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25947 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3905958 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3905958 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 58589 | CashDeemedCharitable |
| Net Noncharitable Assets | 3847369 | NetNoncharitableAssets |
| Minimum Investment Return | 192368 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 192368 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2004 | TaxBasedOnInvestmentIncome |
| Total Tax | 2004 | TotalTax |
| Distributable Amount Before Adj | 190364 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 190364 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 190364 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 129536 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 129536 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 129536 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 190364 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 70350 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 129536 | QualifyingDistributions |
| Applied To Year1 | 70350 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 59186 | 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 | 131178 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| LSU TRADITION FUND | |||||||
| PO BOX 25095 | BATON ROUGE | LA | 70895 | NONE | CHARITABLE FOUNDATION | $5,850 | |
| TUTORING ONE ON ONE | |||||||
| 1424 MAIN STREET | BATON ROUGE | LA | 70802 | NONE | CHARITABLE SUPPORT | $24,620 | |
| PENNINGTON BIOMEDICAL RESEARCH FOUNDATION | |||||||
| 6400 PERKINS ROAD | BATON ROUGE | LA | 70808 | NONE | CHARITABLE FOUNDATION | $2,000 | |
| WBRH - 903 FM | |||||||
| 2825 GOVERNMENT STREET | BATON ROUGE | LA | 70806 | NONE | CHARITABLE SUPPORT | $500 | |
| CAPITAL AREA CORPORATE RECYCLING COUNCIL | |||||||
| 800 ST PHILIP STREET | BATON ROUGE | LA | 70802 | NONE | CHARITABLE SUPPORT | $633 | |
| SWINE PALACE PRODUCTIONS | |||||||
| 105 MUSIC AND DRAMATIC ARTS | BATON ROUGE | LA | 70803 | NONE | CHARITABLE SUPPORT | $1,000 | BUILDING DALRYMPLE DRIVE - LSU |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34603 | 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 | $16 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $100,199 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$133,529 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$33,314 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -33314 | 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 | HANNIS T. BOURGEOIS | Category |
| Amount | $2,155 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2155 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | VARIOUS | NameOfStock |
| EOY Book Value | 4004548 | EOYBookValue |
| EOYFMV | 4030469 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| MANAGEMENT FEES | 76174 | 0 | 0 | 76174 |
| MISCELLANEOUS | 45 | 0 | 0 | 45 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $689 | 0 | 0 | 689 |
| FOREIGN TAXES | $4,914 | 0 | 0 | 4914 |
| EXCISE TAXES | $606 | 0 | 0 | 606 |
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