BETA

J Y-SANDERS FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
J Y-SANDERS FOUNDATION (EIN 72-6106652)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202621269349103612
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)
Return2026-05-06T17:01:43-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 WOOD AVE SOUTHAddressLine1Txt
CityISELINCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN726106652EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JY SANDERS FOUNDATION XXXXX7004BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJY-SBusinessNameControlTxt
Phone8004962583PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN IL1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRYSTAL ZECPersonNm
Person TitleExecDirectorPersonTitleTxt
Phone8004962583PhoneNum
Signature2026-04-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER A HAWESPreparerPersonNm
PTINP01379658PTIN
Phone7327679100PhoneNum
Preparation2026-04-05PreparationDt
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$2,280,180FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,142DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,138DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,783NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$278,092GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,783CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$142,925TotalRevAndExpnssAmt
Total Net Invst Incm$142,921TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$31,953CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,977CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,976CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,672TaxesRevAndExpnssAmt
Taxes Net Invst Incm$910TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$33,625TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,887TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,976TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,303ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,303ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,928TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,887TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$107,279TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$17,997ExcessRevenueOverExpensesAmt
Net Investment Income$126,034NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,631CashBOYAmt
Cash EOY$13,036CashEOYAmt
Cash EOYFMV$13,036CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,641SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$49,625SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$49,625SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$781,441CorporateStockBOYAmt
Corporate Stock EOY$767,761CorporateStockEOYAmt
Corporate Stock EOYFMV$1,738,998CorporateStockEOYFMVAmt
Corporate Bonds BOY$356,791CorporateBondsBOYAmt
Corporate Bonds EOY$357,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$348,632CorporateBondsEOYFMVAmt
Other Investments BOY$101,102OtherInvestmentsBOYAmt
Other Investments EOY$126,395OtherInvestmentsEOYAmt
Other Investments EOYFMV$129,889OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,287,606TotalAssetsBOYAmt
Total Assets EOY$1,313,817TotalAssetsEOYAmt
Total Assets EOYFMV$2,280,180TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,287,606CapitalStockBOYAmt
Capital Stock EOY$1,313,817CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,287,606TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,313,817TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,287,606TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,313,817TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,287,606TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$17,997ExcessRevenueOverExpensesAmt
Other Increases$11,247OtherIncreasesAmt
Subtotal$1,316,850SubtotalAmt
Other Decreases$3,033OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,313,817TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
48.901 FIDELITY 500 INDEX FUND2024-11-252025-01-30$10,314$10,186$128$128
60.709 FIDELITY INTL INDX2024-08-082025-06-06$3,429$2,986$443$443
83.358 FIDELITY 500 INDEX FUND2025-06-06$17,407$17,070$337$337
157. ISHARES MISCI EAFE INDEX FUND2014-10-102025-06-06$14,088$9,538$4,550$4,550
287.273 SIX CIRCLES INTL UNCON EQ2024-08-082025-06-06$3,720$3,289$431$431
688.604 SIX CIRCLES INTL UNCON EQ2025-06-06$8,917$7,676$1,241$1,241
992.63 PIMCO MTGE OPPORTUNITIES IS2023-08-042025-09-10$9,380$9,309$71$71
225. VANGUARD INT-TERM CORPORATE2023-12-042025-09-10$18,954$17,708$1,246$1,246
92. SPDR TR UNIT SER 12025-10-09$61,746$19,383$42,363$42,363
4328.806 SIX CIRCLES CREDIT OPPORT2025-10-09$39,176$38,271$905$905
780. VANGUARD MORTGAGE-BACKED SEC2024-11-252025-10-09$36,571$35,993$578$578
116. VANGUARD MORTGAGE-BACKED SEC2024-11-252025-10-09$5,434$5,353$81$81
15. JPMORGAN BETABUILDERS EUROPE ETF2025-10-092025-12-15$1,092$1,051$41$41
145. JPMORGAN BETABUILDERS JAPAN ETF2025-12-15$10,194$7,255$2,939$2,939
94. JPMORGAN BETABUILDERS CANADA2019-04-122025-12-15$8,699$4,626$4,073$4,073
49. JPMORGAN BETABUILDERS DEVELO2021-01-252025-12-15$2,766$2,803-$37-$37
288.453 SIX CIRCLES US UNCONSTR EQ2025-10-092025-12-15$5,475$5,812-$337-$337
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
CAPITAL GAIN DIVIDENDS$20,730P
FieldValueIRS element (for citing)
Capital Gain Net Income$79,783CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,752InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,752SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,752TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$792TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

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 ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JP MORGAN CHASE BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8004962583PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN ST MC IL 1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JP MORGAN CHASE BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 S DEARBORN ST MC IL 1-0111AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$31,953CompensationAmt
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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,122,274AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,887AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,176,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,176,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,642CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,143,519NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,752TaxBasedOnInvestmentIncomeAmt
Total Tax$1,752TotalTaxAmt
Distributable Before Adj$105,424DistributableBeforeAdjAmt
Recoveries Qualfied Distri$8,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,424DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,424DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,279ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$107,279QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,424DistributableAsAdjustedAmt
Undistributed Income PY$83,303UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$107,279QualifyingDistributionsAmt
Applied To Year1$83,303AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,976AppliedToCurrentYearAmt
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$89,448UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULES ELLENDERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1JP MORGAN CHASE BANK 451 FLORIDA SAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2253324443RecipientPhoneNum
Form And Info And MaterialsLETTER STATING THE USE OF FUNDS, CHARITABLE PURPOSES AND IRC SECTION 501 C 3 LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOY SCOUTS OF AMERICA COUNCIL AKA
ISTROUMA AREA COUNCIL9644 BROOKLINE AVENUEBATON ROUGELA70809NONEPCGENERAL$8,000
TEACH FOR AMERICA
315 WEST 36TH ST 7THNEW YORKNY10018NONEPCGENERAL$24,000
FOUNDATION FOR SCIENCE AND
MATH EDUCATION5625 LOYOLA AVENEW ORLEANSLA70115NONEPCGENERAL$13,000
CAFE HOPE INC
P O BOX 2021MARREROLA70073NONEPCGENERAL$5,000
YMCA EDUCATIONAL SERVICES
320 METAIRIE HAMMOND HWY STE 321METAIRIELA70005NONEPCGENERAL$8,303
JUNIOR ACHIEVEMENT OF GREATER NEW
ORLEANS INC5100 ORLEANS AVENEW ORLEANSLA70124NONEPCGENERAL$9,000
CAMP MOORE HISTORICAL ASSOCIATION I
PO BOX 25TANGIPAHOALA70645NONEPCGENERAL$8,000
YOUNG AUDIENCES OF LOUISIANA INC
400 MAGAZINE ST STE 200NEW ORLEANSLA70130NONEPCGENERAL$5,000
ISTROUMA AREA COUNCIL
14433 LA-10CLINTONLA70722NONEPCGENERAL$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,303TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,142ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,783ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$142,925ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,925TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
54401E143 LORD ABBETT SHRT DUR$43,637$41,068
83002G702 SIX CIRCLES GLOBAL B$91,347$82,345
83002G884 SIX CIRCLES CREDIT O$43,312$45,506
92206C771 VANGUARD MORTGAGE-BA$22,427$22,881
921937835 VANGUARD TOTAL BOND$22,402$22,739
92203J407 VANGUARD TOTAL INTL$90,234$89,150
92206C870 VANGUARD INT-TERM CO$20,837$22,194
46429B267 ISHARES US TREASURY$22,804$22,749

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
464287465 ISHARES MSCI EAFE ET$40,580$67,221
78462F103 SPDR S&P 500 ETF TRU$253,728$959,461
315911750 FIDELITY 500 INDEX F
83002G306 SIX CIRCLES US UNCON$187,770$317,047
83002G405 SIX CIRCLES INTL UNC$140,997$201,684
46641Q191 JPMORGAN BETABUILDER$44,196$46,252
46641Q217 JPMORGAN BETABUILDER$45,264$64,855
46641Q225 JPMORGAN BETABUILDER$24,871$48,360
46641Q233 JPMORGAN BETABUILDER$30,355$34,118
315911727 FIDELITY INTL INDX-I

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
09257V508 BLACKSTONE ALT MULTIAT COST$30,268$31,008
64128R608 NEUBERGER BERM LNG SAT COST$19,357$22,386
72201U638 PIMCO MRTG OPP & BNDAT COST$11,051$11,117
83002G876 SIX CIRCLES MULTI-STAT COST$65,719$65,378

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2025 TRANSACTIONS POSTED IN 2026Desc
Amt$3,033Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
2024 TRANSACTIONS POSTED IN 2025$3,243
RECOVERY OF PRIOR YEAR GRANT$8,000
ROUNDING$4

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - INCOME$762$0$0
FOREIGN TAXES ON QUALIFIED FOR$737$737$0
FOREIGN TAXES ON NONQUALIFIED$173$173$0

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