BETA

KELLER FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KELLER FAMILY FOUNDATION (EIN 72-6027426)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349103240
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)
Return2026-05-13T16:25:56-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260058143PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CAPFINANCIAL PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 POYDRAS STREET SUITE 1350AddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70163ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN726027426EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KELLER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKELLBusinessNameControlTxt
Phone5042078541PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 POYDRAS ST SUITE 1350AddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70163ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMR LUIS C ZERVIGONPersonNm
Person TitlePRESIDENT & DIRECTORPersonTitleTxt
Phone5042078541PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALESSANDRO MESSIA DE PRADOPreparerPersonNm
PTINP01447058PTIN
Phone5042078555PhoneNum
Preparation2026-05-13PreparationDt
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$23,023,593FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$791,276ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$134InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$134InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$456,545DividendsRevAndExpnssAmt
Dividends Net Invst Incm$456,545DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$598,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,924,309GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$598,439CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,530OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,522OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,847,924TotalRevAndExpnssAmt
Total Net Invst Incm$1,056,640TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,075AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$7,075AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$105,114OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$105,114OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$79,695TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,510TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$191,884TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$113,624TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,090TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$969,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$969,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,161,384TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$113,624TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$976,590TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$686,540ExcessRevenueOverExpensesAmt
Net Investment Income$943,016NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$121,228CashBOYAmt
Cash EOY$188,600CashEOYAmt
Cash EOYFMV$188,600CashEOYFMVAmt
Corporate Stock BOY$19,930,995CorporateStockBOYAmt
Corporate Stock EOY$20,550,163CorporateStockEOYAmt
Corporate Stock EOYFMV$22,834,993CorporateStockEOYFMVAmt
Total Assets BOY$20,052,223TotalAssetsBOYAmt
Total Assets EOY$20,738,763TotalAssetsEOYAmt
Total Assets EOYFMV$23,023,593TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$20,052,223RetainedEarningBOYAmt
Retained Earning EOY$20,738,763RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,052,223TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,738,763TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,052,223TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,738,763TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,052,223TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$686,540ExcessRevenueOverExpensesAmt
Subtotal$20,738,763SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,738,763TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$598,439CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$315,612NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$13,108InvestmentIncomeExciseTaxAmt
Subtotal$13,108SubtotalAmt
Tax Based On Investment Income$13,108TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,789EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,789TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$187EsPenaltyAmt
Tax Due$4,506TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.KELLERFAMILYFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMR LUIS C ZERVIGONIndividualWithBooksNm
Phone5042078541PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 POYDRAS STREET SUITE 1350AddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70163ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MR LUIS C ZERVIGON
1100 POYDRAS STREET SUITE 1350NEW ORLEANSLA70163PRESIDENT &000.00$0$0$0
MR CARLOS L ZERVIGON
1100 POYDRAS STREET SUITE 1350NEW ORLEANSLA70163SECRETARY &000.00$0$0$0
MR ANDRES M ZERVIGON
1100 POYDRAS STREET SUITE 1350NEW ORLEANSLA70163DIRECTOR000.00$0$0$0
MR THOMAS K LOUGHLIN
1100 POYDRAS STREET SUITE 1350NEW ORLEANSLA70163DIRECTOR000.00$0$0$0
ELI A ZERVIGON
1100 POYDRAS STREET SUITE 1350NEW ORLEANSLA70163DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPFINANCIAL PARTNERS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROADAddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAServiceTypeTxt
Compensation$112,189CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$21,351,795AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$314,339AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,666,134TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$21,666,134AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$324,992CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,341,142NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,067,057MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,067,057MinimumInvestmentReturnAmt
Tax Based On Investment Income$13,108TaxBasedOnInvestmentIncomeAmt
Total Tax$13,108TotalTaxAmt
Distributable Before Adj$1,053,949DistributableBeforeAdjAmt
Distributable Before Ded$1,053,949DistributableBeforeDedAmt
Distributable As Adjusted$1,053,949DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$976,590ExpensesAndContributionsAmt
Qualifying Distributions$976,590QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,053,949DistributableAsAdjustedAmt
Undistributed Income PY$914,115UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$57,232TotalForPriorYearsAmt
Qualifying Distributions$976,590QualifyingDistributionsAmt
Applied To Year1$914,115AppliedToYear1Amt
Applied To Prior Years$57,232AppliedToPriorYearsAmt
Applied To Current Year$5,243AppliedToCurrentYearAmt
Undistributed Income CY$1,048,706UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE KELLER FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11100 POYDRAS STREET SUITE 1350AddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70163ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5042078541RecipientPhoneNum
Form And Info And MaterialsSUBMIT APPLICATION ON-LINE. APPLICATIONS ARE LOCATED ON-LINE AT HTTP://WWW.KELLERFAMILYFOUNDATION.ORGFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE DEADLINES AT HTTP://WWW.KELLERFAMILYFOUNDATION.ORGSubmissionDeadlinesTxt
Restrictions On AwardsSEE RESTRICTIONS AT HTTP://WWW.KELLERFAMILYFOUNDATION.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED STATEMENTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VARIOUSAddressLine1Txt
CityVARIOUSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70163ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeSEE ATTACHEDGrantOrContributionPurposeTxt
Amt$969,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$969,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$134ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$456,545ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,522ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$598,439ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescBOOK TAX TIMING DIFFERENCEDesc
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,056,648ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,056,648TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonESTATE OF MARY K ZERVIGONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1510 BROADWAY STREETAddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70118ZIPCd
FieldValueIRS element (for citing)
Total Contributions$791,276TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,075Amt
Disbursements Charitable Prps$7,075DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line1CAPFINANCIAL PARTNERS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
ExplanationINVESTMENT MGMT & TAX PREPExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES GOLD ETF$100,661$166,886
ISHARES 1-3 YEAR TREASURY$743,694$750,349
ISHARES 3-7 YEAR TREASURY$729,094$747,131
ISHARES 7-10 YEAR TREASURY
VANGUARD MEGACAP GROWTH$551,254$693,454
VANGUARD SMALL CAP$467,776$504,060
VANGUARD VALUE ETF$1,287,398$1,434,335
BAIRD INTERMEDIATE BOND$1,427,977$1,461,805
DOUBLELINE LOW DURATION$398,909$401,501
GUGGENHEIM TOTAL RETURN$737,889$756,974
PIMCO INCOME$375,142$383,891
AMERICAN FUNDS EUROPACIFIC
BLACKROCK SYSTEMATIC$434,376$429,153
CALAMOS MARKET NEUTRAL$390,911$407,521
FIDELITY 500 INDEX$5,210,286$6,079,477
GQG PARTNERS INTL QUAL$734,825$878,428
JPMORGAN LARGE CAP GROWTH$1,355,546$1,391,719
MFS INTERNATIONAL GROWTH$1,092,769$1,249,215
MFS NEW DISCOVERY VALUE
SCHWAB FUNDAMENTAL INTL$766,818$1,020,390
SCHWAB FUNDAMENTAL US$1,730,200$1,887,578
TROWE PRICE INTEGRATED$485,658$506,790
ISHARES CORE MSCI$1,528,980$1,684,336

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
SETTLEMENT INCOME$1,522$1,522
BOOK TAX TIMING DIFFERENCE$8

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$105,114Amt
Net Investment Income$105,114NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonMARY K ZERVIGONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1510 BROADWAY STREETAddressLine1Txt
CityNEW ORLEANSCityNm
State AbbreviationLAStateAbbreviationCd
ZIP70118ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$8,510$8,510
TAXES$71,170
LICENSES$15$15

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