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RICHARD C ADKERSON FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RICHARD C ADKERSON FAMILY FOUNDATION (EIN 72-1353058)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-08
IRS object ID
202632519349100013
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-08T10:54:59-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720136870PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOURGEOIS BENNETT LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 VETERANS BLVD SUITE 1700AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721353058EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD C ADKERSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone6023668377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 310AddressLine1Txt
CityLAPLACECityNm
State AbbreviationLAStateAbbreviationCd
ZIP700690310ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD C ADKERSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6023668377PhoneNum
Signature2026-08-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH T FRANZPreparerPersonNm
PTINP00182200PTIN
Phone5048314949PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,466,608FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$41InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$41InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$276,670DividendsRevAndExpnssAmt
Dividends Net Invst Incm$276,670DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,266,092NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,809,659GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,266,092CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,622,803TotalRevAndExpnssAmt
Total Net Invst Incm$1,542,803TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$168,838OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$168,838OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$16,000TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$85OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$85OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$190,123TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,627,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,627,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,817,123TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$190,123TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,627,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$194,320ExcessRevenueOverExpensesAmt
Net Investment Income$1,352,680NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$82,719CashBOYAmt
Cash EOY$264,434CashEOYAmt
Cash EOYFMV$264,434CashEOYFMVAmt
Sav And Temp Cash Invst BOY$87,958SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$255,490SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$255,490SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,539,037CorporateStockBOYAmt
Corporate Stock EOY$5,021,917CorporateStockEOYAmt
Corporate Stock EOYFMV$21,364,052CorporateStockEOYFMVAmt
Other Investments BOY$300,024OtherInvestmentsBOYAmt
Other Investments EOY$273,577OtherInvestmentsEOYAmt
Other Investments EOYFMV$582,632OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,009,738TotalAssetsBOYAmt
Total Assets EOY$5,815,418TotalAssetsEOYAmt
Total Assets EOYFMV$22,466,608TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,009,738NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,815,418NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,009,738TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,815,418TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,009,738TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,815,418TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,009,738TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$194,320ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,815,418SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,815,418TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ISHARES RUSSELL 1000 GROWTH ETFP2023-01-182025-07-15$50,038$25,780$24,258$24,258
ISHARES RUSSELL 1000 GROWTH ETFP2023-01-182025-10-27$1,449$667$782$782
FREEPORT-MCMORAN INCP2009-01-282025-12-15$1,758,172$517,120$1,241,052$1,241,052
FieldValueIRS element (for citing)
Capital Gain Net Income$1,266,092CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,802InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,802SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,802TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,242EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$30,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$40,242TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,440OverpaymentAmt
Applied To ES Tax$21,440AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTERRI LEAKE PRETLOVEIndividualWithBooksNm
Phone6023668377PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 310AddressLine1Txt
CityLAPLACECityNm
State AbbreviationLAStateAbbreviationCd
ZIP700690310ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD C ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
RICHARD CLARK ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
WILLIAM TYLER ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
ROBERT RYAN ADKERSON
1400 WEST BAR BC RANCH ROADJACKSONWY83001TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES SCHWAB & CO INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 MAIN STREETAddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORY FEESServiceTypeTxt
Compensation$168,838CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$18,992,544AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,113AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,129,657TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,129,657AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$286,945CashDeemedCharitableAmt
Net Vl Noncharitable Assets$18,842,712NetVlNoncharitableAssetsAmt
Minimum Investment Return$942,136MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$942,136MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,802TaxBasedOnInvestmentIncomeAmt
Total Tax$18,802TotalTaxAmt
Distributable Before Adj$923,334DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$923,334DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$923,334DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,627,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,627,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$923,334DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$780,514ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$439,163ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$646,681ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$773,655ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$712,601ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,352,614TotalExcessDistributionCyovAmt
Qualifying Distributions$1,627,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$923,334AppliedToCurrentYearAmt
Remaining Distri From Corpus$703,666RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,056,280TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$780,514ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,275,766ExcessDistriCyovToNextYrAmt
Excess From Year4$439,163ExcessFromYear4Amt
Excess From Year3$646,681ExcessFromYear3Amt
Excess From Year2$773,655ExcessFromYear2Amt
Excess From Year1$712,601ExcessFromYear1Amt
Excess From Current Year$703,666ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD C ADKERSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BUREAU OF GOVERNMENTAL RESEARCH
1055 ST CHARLES AVENUE SUITE 200NEW ORLEANSLA70130PCGENERAL PURPOSE$15,000
CITY OF STARKVILLE CORNERSTONE SPORTS COMPLEX
226 CORNERSTONE BLVDSTARKVILLEMS39759PCGENERAL PURPOSE$70,000
FLYTE
1614 E 6TH STREET ROOM 319AUSTINTX78702PCGENERAL PURPOSE$5,000
HOGS FOR THE CAUSE
PO BOX 792300NEW ORLEANSLA70179PCGENERAL PURPOSE$1,000
HOWLERS RIDGE
2975 MAX AVE 1186BOZEMANMT59718PCGENERAL PURPOSE$25,000
KOSCIUSKO FOUNDATION FOR EXCELLENCE IN EDUCATION
PO BOX 1184KOSCIUSKOMS39090PCSKIPWORTH AUDITORIUM$30,000
MISSISSIPPI STATE - THE BULLDOG CLUB INC
PO BOX BTMISSISSIPPI STATEMS39762PCBASEBALL FACILITY$200,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCCOB TOP DAWG SCHOLARSHIP FUND$25,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCIN MEMORY OF JIM ROUSE$10,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCHUMPRHEY COLISEUM$600,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCPRESIDENT'S CABINET$10,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCFRANK DOWSING JR. FOOTBALL FELLOWSHIP ENDOWMENT$20,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCROBERT BELL ATHLETIC ADMIN FELLOWSHIP ENDOWMENT$20,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCRCA CHAIR OF ACCOUNTANCY$200,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762PCLE DAWKINS ENDOWMENT IN ADKERSON SCHOOL OF ACCOUNTANTCY$10,000
NATIONAL MUSEUM OF WILDLIFE ART
2820 RUNGIUS ROADJACKSONWY83002PCWESTERN VISIONS 2025 SPONSORSHIP$25,000
OPPORTUNITY INTERNATIONAL
550 WEST VAN BUREN STREETCHICAGOIL60607PCGENERAL PURPOSE$1,000
THE 18TH WARD SPORTS CLUB
3329 BELL STNEW ORLEANSLA70119PCGENERAL PURPOSE$10,000
THE LOUISIANA MUSEUM FOUNDATION
1000 BOURBON ST B429NEW ORLEANSLA70116PC2024 AND 2025 GALA$7,500
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813PCPATRIOTS CIRCLE$10,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA701303813PCKISSINGER-LIBERATION$100,000
THE NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STREETNEW ORLEANSLA70130PCGOLD SPONSORSHIP$75,000
VCPORA
PO BOX 56095NEW ORLEANSLA70156PC2025 GALA$2,500
WINSTON RHEA SCHOLARS
PO BOX 850601NEW ORLEANSLA70185PCGENERAL PURPOSE$5,000
YELLOWSTONE PARK FOUNDATION
222 EAST MAIN STREET SUITE 301BOZEMANMT59715PCGENERAL PURPOSE$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,627,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$276,670ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,266,092ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,542,803ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,542,803TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
RICHARD C ADKERSON
11400 WEST BAR BC RANCH ROADJACKSONWY83001$40,000Yes (X)
FREEPORT-MCMORAN FOUNDATION
2333 NORTH CENTRAL AVENUEPHOENIXAZ85004$40,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,200Amt
Net Investment Income$5,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFREEPORT-MCMORAN, INC.StockNm
EOY Book Value$5,021,917EOYBookValueAmt
EOYFMV$21,364,052EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemISHARES RUSSELL 1000CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$273,577BookValueAmt
EOYFMV$582,632EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL REPORT FEEDesc
Revenue And Expenses Per Books$85RevenueAndExpensesPerBooksAmt
Net Investment Income$85NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$168,838Amt
Net Investment Income$168,838NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX PAYMENTSCategoryTxt
Amt$16,000Amt
Net Investment Income$16,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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