ROBERT E ZETZMANN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ROBERT E ZETZMANN FAMILY FOUNDATION (EIN 75-2986397)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-07
IRS object ID
202600979349101005
Schema version
2025v4.0
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)
Return2026-04-07T12:47:00-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720207210PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEPPERMAN EMBOULAS SCHWARTZ & TODARO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11815 CLEARVIEW PARKWAYAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70001ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752986397EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E ZETZMANN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MARK E ZETZMANNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone5048336580PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK E ZETZMANNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5048336580PhoneNum
Signature2026-03-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLUCILLE M HESS CPAPreparerPersonNm
PTINP01209707PTIN
Phone5048374555PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,296,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$66,706DividendsRevAndExpnssAmt
Dividends Net Invst Incm$66,706DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$133,887NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$304,809GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$133,887CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,593TotalRevAndExpnssAmt
Total Net Invst Incm$200,593TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$44,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$44,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,965OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,965OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,954TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,954TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,394OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,394OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,813TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$70,813TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$188,952ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$188,952ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$259,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$70,813TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$188,952TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,172ExcessRevenueOverExpensesAmt
Net Investment Income$129,780NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,586CashBOYAmt
Cash EOY$37,936CashEOYAmt
Cash EOYFMV$37,936CashEOYFMVAmt
Prepaid Expenses BOY$2,692PrepaidExpensesBOYAmt
Prepaid Expenses EOY$23PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$23PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$1,607,380CorporateStockBOYAmt
Corporate Stock EOY$1,522,263CorporateStockEOYAmt
Corporate Stock EOYFMV$3,059,151CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,218,458CorporateBondsBOYAmt
Corporate Bonds EOY$1,239,722CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,199,464CorporateBondsEOYFMVAmt
Total Assets BOY$2,859,116TotalAssetsBOYAmt
Total Assets EOY$2,799,944TotalAssetsEOYAmt
Total Assets EOYFMV$4,296,574TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,859,116CapitalStockBOYAmt
Capital Stock EOY$2,799,944CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,859,116TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,799,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,859,116TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,799,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,859,116TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,172ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,799,944SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,799,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
2317.497 SHS VNGRD INT TM INV GD ADML2025-05-02$20,000$20,396-$396-$396
33.477 SHS VNGRD S/TRM INVT GR ADML2025-02-24$347$349-$2-$22024-11-29
58 SHS VNGRD TTL INTL BD ETF2025-05-27$2,856$2,887-$31-$31
9.752 SHS VNGRD TTL STK MKT ETF2025-11-21$3,124$3,191-$67-$672025-10-01
1236 SHS VNGRD TOTAL INTL STK ETF2025-10-08$91,940$68,466$23,474$23,474P
536.488 SHS VNGRD S/TRM INVT GR ADML2025-08-25$5,596$5,796-$200-$200P
417 SHS VNGRD TTL STK MKT ETF2025-10-08$138,292$69,837$68,455$68,455P
CAPITAL GAINS DIVIDENDS$42,654$42,654$42,654P
FieldValueIRS element (for citing)
Capital Gain Net Income$133,887CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,804InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,804SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,804TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$23EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$94EsPenaltyAmt
Tax Due$1,875TaxDueAmt

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
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 AddressZETZMANNFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARK E ZETZMANNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5048336580PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1326 DORRINGTON BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd
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
ROBERT E ZETZMANN JR
206 VINCENT AVEMETAIRIELA70005DIRECTOR6.00$14,000$0$0
MARK E ZETZMANN
326 DORRINGTON BLVDMETAIRIELA70005DIRECTOR8.00$14,000$0$0
CAROLINE Z CALHOUN
217 BROCKENBRAUGH CTMETAIRIELA70005DIRECTOR6.00$14,000$0$0
ROBERT E ZETZMANN III
417 ARIS AVEMETAIRIELA70005DIRECTOR2.00$2,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,091,100AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,975AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,131,075TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,131,075AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$61,966CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,069,109NetVlNoncharitableAssetsAmt
Minimum Investment Return$203,455MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$203,455MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,804TaxBasedOnInvestmentIncomeAmt
Total Tax$1,804TotalTaxAmt
Distributable Before Adj$201,651DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$201,651DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$201,651DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$188,952ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$188,952QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$201,651DistributableAsAdjustedAmt
Undistributed Income PY$187,834UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$188,952QualifyingDistributionsAmt
Applied To Year1$187,834AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,118AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$200,533UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601NONENCMEDICAL RESEARCH$250
AUDUBON NATURE INSTITUTE
6500 MAGAZINE STNEW ORLEANSLA70118NONENCZOO, MUSEUM, PARKS, PRESERVATION & EDUCATIONAL PROGRAMS$2,500
CRIME STOPPERS INC
3300 METAIRIE ROADMETAIRIELA70001NONENCCITIZENS ORGANIZATION$2,500
EDEN HOUSE
P O BOX 750386NEW ORLEANSLA70175NONENCCOMMUNITY OUTREACH$10,000
FIRST UNITED METHODIST CHURCH
930 NORTH BLVDBATON ROUGELA70802NONENCCHURCH$2,500
ANGEL TREE
126 EAST 137TH STREETNEW YORKNY10016NONENCCOMMUNITY OUTREACH$365
GREEK ORTHODOX COMMUNITY OF NEW ORLEANS
1200 ROBERT E LEE BLVDNEW ORLEANSLA70122NONENCCHURCH$3,335
HOGS FOR THE CAUSE
P O BOX 792300NEW ORLEANSLA70179NONENCCOMMUNITY OUTREACH$250
ART COUNCIL OF BATON ROUGE
233 ST FERDINAND STREETBATON ROUGELA70802NONENCCOMMUNITY OUTREACH$250
HISTORIC NEW ORLEANS COLLECTION
533 ROYAL STREETNEW ORLEANSLA70130NONENCMUSEUM$5,000
JESUS PROJECT MINISTRY
8708 NELSON STNEW ORLEANSLA70118NONENCCOMMUNITY OUTREACH$10,000
HUMANE SOCIETY OF GA
4627 US HWY 71 NORTHBRUINSWICKGA31525NONENCCOMMUNITY OUTREACH$250
LSU FOUNDATION
3796 NICHOLSON DRIVEBATON ROUGELA70802NONENCEDUCATIONAL INSTITUTION$27,800
LOUISIANA MUSEUM FOUNDATION
1000 BOURBON STREET B429NEW ORLEANSLA70116NONENCMUSEUM$5,000
LSU OGDEN COLLEGE
4023 HIGHLAND ROADBATON ROUGELA70808NONENCEDUCATIONAL INSTITUTION$1,500
LSU TAF
3796 NICHOLSON DRIVEBATON ROUGELA70802NONENCEDUCATIONAL INSTITUTION$5,000
MANNING FAMILY CHILDRENS HOSPITAL
200 HENRY CLAY AVENEW ORLEANSLA70118NONENCFAMILY SERVICES$6,000
METROPOLITAN CRIME COMMISSION
1615 POYDRAS ST 1060NEW ORLEANSLA70112NONENCCOMMUNITY OUTREACH$10,000
NEW ORLEANS MUSEUM OF ART
1 COLLINS DIBOLL CIRCLENEW ORLEANSLA70179NONENCMUSEUM$6,000
NEW ORLEANS WOMENS SHELTER
2020 S LIBERTY STNEW ORLEANSLA70113NONENCCOMMUNITY OUTREACH$5,000
OGDEN MUSEUM
925 CAMP STREETNEW ORLEANSLA70130NONENCMUSEUM$1,000
NEW ORLEANS CITY PARK
1 PALM DRIVENEW ORLEANSLA70124NONENCBEAUTIFICATION & EDUCATIONAL PROGRAMS$300
PLEASE FOUNDATION
PO BOX 9223METAIRIELA70055NONENCEDUCATIONAL SUPPORT$12,232
NEWMAN SCHOOL
1903 JEFFERSON AVENUENEW ORLEANSLA70115NONENCEDUCATIONAL INSTITUTION$2,500
ST MICHAEL'S SCHOOL
1522 CHIPPEWA STREETNEW ORLEANSLA70130NONENCEDUCATIONAL INSTITUTION$1,000
TENNESSEE WILLIAMS FESTIVAL
938 LAFAYETTE ST STE 514NEW ORLEANSLA70113NONENCEDUCATIONAL PROGRAMS$1,500
SECOND HARVEST FOOD BANK
700 EDWARD AVEHARAHANLA70123NONENCFAMILY SERVICES$5,000
THE BRIGHT SCHOOL
1600 CONSTANCE STREETNEW ORLEANSLA70130NONENCEDUCATION PROGRAMS$1,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONENCEDUCATIONAL INSTITUTION$1,500
TULANE UNIVERSITY FOUNDATION
1555 POYDRAS STREET STE 1000NEW ORLEANSLA70112NONENCEDUCATIONAL INSTITUTION$30,000
ST CHARLES AVENUE BAPTIST CHRUCH
7100 ST CHARLES AVENEW ORLEANSLA70118NONENCCHURCH$6,000
VOLUNTEERS OF AMERICA
4152 CANAL STREETNEW ORLEANSLA70119NONENCCOMMUNITY OUTREACH$2,500
WAKE
4035 WASHINGTON AVENEW ORLEANSLA70125NONENCCOMMUNITY OUTREACH$2,500
WWOZ
1008 N PETERS ST 200NEW ORLEANSLA70116NONENCPUBLIC RADIO SUPPORT$7,200
SON OF A SAINT
2803 ST PHILLIP STREETNEW ORLEANSLA70119NONENCFAMILY SERVICES$11,220
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$188,952TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$66,706ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$133,887ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$200,593ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200,593TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,500Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME MUTUAL FUNDSBondNm
EOY Book Value$1,239,722EOYBookValueAmt
EOYFMV$1,199,464EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY MUTUAL FUNDSStockNm
EOY Book Value$1,522,263EOYBookValueAmt
EOYFMV$3,059,151EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSE AND FILING FEESDesc
Revenue And Expenses Per Books$2,394RevenueAndExpensesPerBooksAmt
Net Investment Income$2,394NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MGMT FEESCategoryTxt
Amt$11,965Amt
Net Investment Income$11,965NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$2,285$2,285$0
FEDERAL TAXES$2,669$2,669$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.