ZEMURRAY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ZEMURRAY FOUNDATION (EIN 72-0539603)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-18
- IRS object ID
- 202622619349100212
- Schema version
- 2025v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-18T16:03:45-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720539603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Zemurray Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Kimberley M Quintana | InCareOfNm |
| Business Name Control | ZEMU | BusinessNameControlTxt |
| Phone | 5047669870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 Antonine St | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLEY M QUINTANA | PersonNm |
| Person Title | Treasurer Asst Secretar | PersonTitleTxt |
| Phone | 5047669870 | PhoneNum |
| Signature | 2026-09-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $139,039,921 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $29,905 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,905 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,602,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,602,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,837,622 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $3,837,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,470,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,470,493 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $114,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $124,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $62,050 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $62,050 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $66,835 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $33,417 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $33,418 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $718,575 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $718,575 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $114,319 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,215 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,866 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,257 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,127 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,412 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,706 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,706 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,610 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,610 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,534 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,326,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $985,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $261,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,104,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,104,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,430,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $985,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,365,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$959,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,484,719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,866,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,544,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,544,240 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $31,850 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,763 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,763 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,994,758 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,499,770 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,555,917 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $75,334,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $71,139,253 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,228,119 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $16,765,994 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,889,301 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,554,244 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $47,820 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,157 | LandBOYAmt |
| Land EOY | $13,900 | LandEOYAmt |
| Land EOYFMV | $25,000 | LandEOYFMVAmt |
| Other Assets BOY | $140,056 | OtherAssetsBOYAmt |
| Other Assets EOY | $121,182 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $124,638 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,153,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,215,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,039,921 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $108,819 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $130,386 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $108,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,386 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $101,044,880 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,085,023 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,044,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $100,085,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,153,699 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $100,215,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,044,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$959,857 | ExcessRevenueOverExpensesAmt |
| Subtotal | $100,085,023 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $100,085,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | See Statement Part IV | PropertyDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,837,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,030 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $87,030 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,792 | OverpaymentAmt |
| Applied To ES Tax | $10,792 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.zemurray.org | WebsiteAddressTxt |
| Individual With Books | KIMBERLEY M QUINTANA | IndividualWithBooksNm |
| Phone | 5047669870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 Antonine St | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Haydee T Stone | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Director | 5.00 | $0 | $0 | $0 |
| Stephanie Stone | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Secretary Director | 20.00 | $0 | $0 | $0 |
| Alison Stone | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Co-Chair Director | 20.00 | $0 | $0 | $0 |
| Kimberley M Quintana | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Treas Asst Secretary | 40.00 | $228,300 | $35,104 | $0 |
| Ludovico Feoli | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Co-ChairDirector | 20.00 | $0 | $0 | $0 |
| Tatiana C Jurzak | ||||||||
| 1031 Antonine St | New Orleans | LA | 70115 | Assistant Director | 40.00 | $124,100 | $31,731 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| St Denis Villere & Co | |||||
| 601 Poydras St Suite 1808 | New Orleans | LA | 70130 | Investment Advisor | $354,437 |
| Goldman Sachs | |||||
| 3414 Peachtree Road 600 | Atlanta | GA | 30326 | Investment Advisor | $364,138 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,780,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,711,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $157,401 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,649,502 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,649,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,034,743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,614,759 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,680,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,680,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,238 | TotalTaxAmt |
| Distributable Before Adj | $6,604,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,604,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,604,500 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,365,208 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,365,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,604,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,017,385 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,365,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,017,385 | AppliedToYear1Amt |
| Applied To Current Year | $1,347,823 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,256,677 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Audubon Natute Institute | ||||||
| 6500 Magazine St | New Orleans | LA | 70118 | PC | Conservation | $12,500 |
| Audubon Nature Institute Foundation | ||||||
| 6500 Magazine St | New Orleans | LA | 70118 | PC | Conservation | $1,000,000 |
| Bureau of Governmental Research | ||||||
| 1055 St Charles Ave Suite 200 | New Orleans | LA | 70130 | PC | Civil Society | $53,000 |
| Contextos NFP | ||||||
| 2240 South Michigan Ave | Chicago | IL | 60616 | PC | Civil Society | $250,000 |
| Greater New Orleans Foundation | ||||||
| 525 St Charles Ave Suite 400 | New Orleans | LA | 70130 | PC | Philanthropy | $390,000 |
| City Park Conservancy | ||||||
| 1 Palm Drive | New Orleans | LA | 70124 | PC | Environment | $35,000 |
| Bayou District Foundation | ||||||
| 320 Julia St | New Orleans | LA | 70130 | PC | Social Services | $100,000 |
| Copan Mayan Foundation | ||||||
| PO Box 3044 | Turlock | CA | 95381 | PC | Research | $5,500 |
| New Orleans Museum of Art | ||||||
| Post Office Box 19123 | New Orleans | LA | 70179 | PC | Arts & Culture | $17,500 |
| Pro Bono Publico Foundation | ||||||
| PO Box 531024 | New Orleans | LA | 70153 | PC | Philanthropic | $10,000 |
| Salvadoran American Humanitarian Fu | ||||||
| 75 Valencia Ave Ste 710 | Coral Gables | FL | 33134 | PC | Philanthropic | $299,000 |
| Eden Centers for Hope and Healing | ||||||
| PO Box 750386 | New Orleans | LA | 70175 | PC | Social Services | $2,500 |
| Tulane University | ||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | PC | Education | $2,705,000 |
| Youth Empowerment Project | ||||||
| 1300 Oretha Castle Haley Blvd | New Orleans | LA | 70113 | PC | Youth | $100,000 |
| Zamorano Pan-Am Agricultural Schoo | ||||||
| 1701 Pennsylvania Ave NW Ste 300 | Washington | DC | 20006 | PC | Education | $260,000 |
| Louisiana Philharmonic Orchestra | ||||||
| 4176 Canal St Suite 100 | New Orleans | LA | 70119 | PC | Arts and Culture | $5,000 |
| Youth Run Nola | ||||||
| 4035 Washington Ave | New Orleans | LA | 70125 | PC | Youth | $15,000 |
| STEM Library Lab | ||||||
| 3011 N I-10 Service Rd E | Metairie | LA | 70002 | PC | Education | $40,000 |
| Propeller | ||||||
| 4035 Washington Ave | New Orleans | LA | 70125 | PC | Social Entreprenuership | $83,334 |
| Louisiana Endowment for the Humanit | ||||||
| 938 Lafayette St Suite 300 | New Orleans | LA | 70113 | PC | Arts and Culture | $33,334 |
| Sawtooth Society | ||||||
| PO Box 820 | Hailey | ID | 83333 | PC | Environment | $2,500 |
| National Center for Family Philanth | ||||||
| 1667 K Street NW Suite 350 | Washington | DC | 20006 | PC | Research | $5,000 |
| Sustaining Our Urban Landscape | ||||||
| UNO TRAC Bldg Ste 212 | New Orleans | LA | 70148 | PC | Environment | $50,000 |
| YAYA Inc | ||||||
| 3322 LaSalle St | New Orleans | LA | 70115 | PC | Youth | $5,000 |
| Greater NO Development Foundation | ||||||
| 1100 Poydras St Ste 3475 | New Orleans | LA | 70163 | PC | Civil Society | $250,000 |
| Junior Achievement | ||||||
| 5100 Orleans Ave | New Orleans | LA | 70124 | PC | Youth | $15,000 |
| Live Oak Wilderness Camp | ||||||
| 1240 Moss St | New Orleans | LA | 70119 | PC | Youth | $40,000 |
| Silence is Violence | ||||||
| 2000 Lakeshore Drive | New Orleans | LA | 70148 | PC | Social Services | $50,000 |
| Ecole Bilingue de la Nouvelle Orlea | ||||||
| 821 Gen Pershing | New Orleans | LA | 70115 | PC | Education | $25,000 |
| Harry Tompson Center | ||||||
| 130 Baronne St | New Orleans | LA | 70112 | PC | Health | $25,000 |
| Kid smART | ||||||
| 2533 Columbus St | New Orleans | LA | 70119 | PC | Education | $50,000 |
| Libertys Kitchen | ||||||
| 300 N Broad St | New Orleans | LA | 70119 | PC | Youth | $50,000 |
| Max McGraw Wildlife Foundation | ||||||
| PO Box 9 | Dundee | IL | 60118 | POF | Conservation | $50,000 |
| NonProfit Knowledge Works Inc | ||||||
| 1100 Poydras St Suite 1220 | New Orleans | LA | 70163 | PC | Research | $25,000 |
| Second Line Arts Collective | ||||||
| 4313 Lake Trail Dr | Kenner | LA | 70065 | PC | Education | $10,000 |
| Start the Adventure in Reading | ||||||
| 1545 State St | New Orleans | LA | 70118 | PC | Education | $10,000 |
| The Roots of Music | ||||||
| 5010 Piety St | New Orleans | LA | 70126 | PC | Youth | $15,000 |
| Upturn Arts | ||||||
| PO Box 751033 | New Orleans | LA | 70175 | PC | Youth | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,104,168 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Copan Mayan Foundation | ||||||
| PO Box 3044 | Turlock | CA | 95381 | PC | Research | $5,000 |
| New Orleans Museum of Art | ||||||
| Post Office Box 19123 | New Orleans | LA | 70179 | PC | Arts & Culture | $4,000,000 |
| Salvadoran American Humanitarian Fu | ||||||
| 75 Valencia Ave Ste 710 | Coral Gables | FL | 33134 | PC | Philanthropic | $480,000 |
| Zamorano University Foundation | ||||||
| 21 Waterway Ave Suite 300 | The Woodlands | TX | 77380 | PC | Education | $50,000 |
| St Augustine High School | ||||||
| 2600 AP Tureaud Ave | New Orleans | LA | 70119 | PC | Education | $1,500,000 |
| American Red Cross SELA | ||||||
| 4140 Williams Blvd | Kenner | LA | 70065 | PC | Social Services | $25,000 |
| alignED New Orleans | ||||||
| 7041 Canal Blvd Suite 206 | New Orleans | LA | 70124 | PC | Education | $30,000 |
| Emergency Legal Responders | ||||||
| 3129 Marais St | New Orleans | LA | 70117 | PC | Social Services | $25,000 |
| Environmental Defense Fund | ||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | PC | Environment | $50,000 |
| Ducks Unlimited SE LA | ||||||
| One Water Fowl Way | Memphis | TN | 38120 | PC | Environment | $500,000 |
| Flyte | ||||||
| 4035 Washington Ave | New Orleans | LA | 70125 | PC | Education | $25,000 |
| Longue Vue House and Gardens | ||||||
| 7 Bamboo Rd | New Orleans | LA | 70124 | PC | Arts and Culture | $50,000 |
| LA Policy Institute for Children | ||||||
| PO Box 13552 | New Orleans | LA | 70185 | PC | Health | $150,000 |
| NO Academy of Fine Arts | ||||||
| 5256 Magazine St | New Orleans | LA | 70115 | PC | Arts and Culture | $35,000 |
| NO Center for Creative Arts | ||||||
| 2800 Chartres St | New Orleans | LA | 70117 | PC | Education | $100,000 |
| Second Look Alliance | ||||||
| 4112 Pine Park Dr | Baton Rouge | LA | 70809 | PC | Research | $15,000 |
| SpayMart | ||||||
| PO Box 6493 | Metairie | LA | 70009 | PC | Animal Welfare | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,055,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,905 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,602,966 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,837,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,470,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,470,493 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| Conference Room Furniture | 2019-09-15 | $26,319 | $20,679 | SL | 7 | $3,760 | $1,880 | $0 |
| Office Furniture | 2019-09-15 | $7,747 | $6,088 | SL | 7 | $1,107 | $553 | $0 |
| Coat Rack | 2019-11-01 | $556 | $435 | SL | 7 | $79 | $39 | $0 |
| Carpet | 2019-09-15 | $6,841 | $4,823 | M | 10 | $448 | $224 | $0 |
| Window Treatments | 2019-09-01 | $2,747 | $1,936 | M | 10 | $180 | $90 | $0 |
| Leasehold Improvements | 2019-05-01 | $12,218 | $3,360 | SL | 20 | $611 | $305 | $0 |
| Leasehold Improvements | 2019-11-01 | $1,445 | $396 | SL | 20 | $72 | $36 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Villere & Co | $9,063,978 | $9,382,869 |
| GS Main Advisory | $4,915,207 | $5,241,333 |
| GS Corp FI ESG | $2,910,116 | $2,930,042 |
| rounding | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Villere & Co | $35,513,064 | $52,202,752 |
| GS Main Advisory | $35,626,189 | $57,025,367 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,350,150 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,406,297 | USGovtObligationsEOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,149,620 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,149,620 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $57,873 | $43,973 | $13,900 | $25,000 |
| Machinery and Equipment | $3,847 | $3,847 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Income receivable | $106,362 | $87,488 | $87,488 |
| Deposits | $2,150 | $2,150 | $2,150 |
| Office Artwork | $31,544 | $31,544 | $35,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Charges | $755 | $0 | $0 | $755 |
| Cleaning and Maintenance | $500 | $250 | $0 | $250 |
| Insurance | $6,466 | $3,233 | $0 | $3,233 |
| Miscellaneous | $824 | $436 | $0 | $388 |
| Office Supplies | $4,346 | $2,173 | $0 | $2,173 |
| Postage | $70 | $35 | $0 | $35 |
| Security | $884 | $442 | $0 | $442 |
| Software | $6,944 | $3,472 | $0 | $3,472 |
| Utilities | $6,986 | $3,493 | $0 | $3,493 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $718,575 | Amt |
| Net Investment Income | $718,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Excise Tax on investment inc | $76,238 | $0 | $0 | $0 |
| Foreign tax on dividend income | $14,349 | $14,349 | $0 | $0 |
| Payroll taxes | $23,722 | $11,861 | $0 | $11,861 |
| Secretary of State | $10 | $5 | $0 | $5 |
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