ZEMURRAY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ZEMURRAY FOUNDATION (EIN 72-0539603)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-06
- IRS object ID
- 202402509349100035
- Schema version
- 2023v5.1
- 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
- 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 | 2024-09-06T18:13:47-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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) |
|---|---|---|
| Business Name Control | ZEMU | BusinessNameControlTxt |
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 | PersonTitleTxt |
| Phone | 5047669870 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,968,490 | 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 | $17,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,233 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,195,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,195,899 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,691,486 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | -$478,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,213,132 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $211,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $108,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $54,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,836 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,918 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,918 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $706,878 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $706,878 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $55,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,616 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,632 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,281 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,637 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,207 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,207 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,186 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,424 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,198,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $947,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $222,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,552,671 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,552,671 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,751,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $947,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,775,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,229,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,265,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,223,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,382,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,382,422 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $24,133 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $75,795 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $75,795 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,642,672 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,978,170 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,885,041 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $90,179,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,370,424 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $107,585,477 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,978,714 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,001,499 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,851,652 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,839 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $34,162 | LandBOYAmt |
| Land EOY | $26,881 | LandEOYAmt |
| Land EOYFMV | $31,200 | LandEOYFMVAmt |
| Other Assets BOY | $133,146 | OtherAssetsBOYAmt |
| Other Assets EOY | $153,446 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $156,903 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $113,216,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,988,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,968,490 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $87,928 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $90,447 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $87,928 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,447 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $113,128,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $104,898,190 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,128,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $104,898,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,216,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $104,988,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,128,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,229,989 | ExcessRevenueOverExpensesAmt |
| Subtotal | $104,898,190 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $104,898,190 | 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 | -$2,691,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,589 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,589 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,589 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,317 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $87,317 | TotalPaymentsAndCreditsAmt |
| Overpayment | $69,728 | OverpaymentAmt |
| Applied To ES Tax | $69,728 | 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 Feoli | ||||||||
| 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 | $211,000 | $24,721 | $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 | $108,000 | $23,115 | $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 | $410,053 |
| Goldman Sachs | |||||
| 3414 Peachtree Road 600 | Atlanta | GA | 30326 | Investment Advisor | $296,825 |
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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $127,120,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,680,766 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $263,898 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,065,512 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,065,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,965,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,099,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,454,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,454,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,589 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,589 | TotalTaxAmt |
| Distributable Before Adj | $6,437,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,437,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,437,387 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,775,352 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,775,352 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,437,387 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,896,083 | UndistributedIncomePYAmt |
| Qualifying Distributions | $6,775,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,896,083 | AppliedToYear1Amt |
| Applied To Current Year | $879,269 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $5,558,118 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Anti-Defamation League South Centra | ||||||
| 935 Gravier St | New Orleans | LA | 70122 | PC | Civil Society | $25,000 |
| Audubon Nature Institute | ||||||
| 6500 Magazine St | New Orleans | LA | 70118 | PC | Conservation | $500,000 |
| The Bright School | ||||||
| 1600 Constance St | New Orleans | LA | 70130 | PC | Education | $15,000 |
| Bureau of Governmental Research | ||||||
| 1055 St Charles Ave Suite 200 | New Orleans | LA | 70130 | PC | Civil Society | $3,000 |
| Greater New Orleans Foundation | ||||||
| 525 St Charles Ave Suite 400 | New Orleans | LA | 70130 | PC | Philanthropy | $25,500 |
| Idea Village | ||||||
| 900 Camp St Suite 308 | New Orleans | LA | 70130 | PC | Social Entrepreneurship | $50,000 |
| National MS Society | ||||||
| 1667 K Street NW Suite 550 | Washington | DC | 20006 | PC | Research | $2,500 |
| New Orleans Botanical Garden Found | ||||||
| 1 Palm Drive | New Orleans | LA | 70124 | PC | Education | $2,500 |
| New Orleans Hispanic Heritage Found | ||||||
| 201 St Charles Ave Suite 114- 106 | New Orleans | LA | 70170 | PC | Education | $27,000 |
| New Orleans Museum of Art | ||||||
| Post Office Box 19123 | New Orleans | LA | 70179 | PC | Arts & Culture | $2,526,000 |
| Pro Bono Publico Foundation | ||||||
| PO Box 531024 | New Orleans | LA | 70153 | PC | Philanthropic | $10,000 |
| Salvadoran American Humanitarian Fu | ||||||
| 2050 Coral Way Suite 600 | Miami | FL | 33145 | PC | Philanthropic | $210,505 |
| Sawtooth Society | ||||||
| PO Box 820 | Hailey | ID | 83333 | PC | Conservation | $2,500 |
| Sustaining Our Urban Landscape | ||||||
| 130 S Telemachus St | New Orleans | LA | 70119 | PC | Environment | $75,000 |
| Tulane University | ||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | PC | Education | $1,005,000 |
| WYES- TV | ||||||
| 916 Navarre Ave | New Orleans | LA | 70124 | PC | Arts and Culture | $157,500 |
| YAYA Inc | ||||||
| 3322 LaSalle St | New Orleans | LA | 70115 | PC | Arts and Culture | $5,000 |
| 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 | $50,000 |
| City Park Conservancy | ||||||
| 1 Palm Drive | New Orleans | LA | 70124 | PC | Conservation | $1,207,500 |
| Deep South Today | ||||||
| 750 Woodlands Parkway Suite 100 | Ridgeland | MS | 39157 | PC | Civil Society | $150,000 |
| Youth Run Nola | ||||||
| 4035 Washington Ave | New Orleans | LA | 70125 | PC | Youth | $15,000 |
| St Augustine High School | ||||||
| 2600 AP Tureaud Ave | New Orleans | LA | 70119 | PC | Education | $100,000 |
| 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 | $83,333 |
| Louisiana Endowment for the Humanit | ||||||
| 938 Lafayette St Suite 300 | New Orleans | LA | 70113 | PC | Arts and Culture | $33,333 |
| Fabretto Childrens Foundation | ||||||
| 1563 Sherman Ave | Evanston | IL | 60201 | PC | Education | $100,000 |
| Louisiana Childrens Museum | ||||||
| 15 Henry Thomas Dr | New Orleans | LA | 70124 | PC | Youth | $1,500 |
| Louisiana Museum Foundation | ||||||
| 701 Chartres St | New Orleans | LA | 70116 | PC | Arts and Culture | $2,500 |
| Louisiana Philharmonic Orchestra | ||||||
| 2533 Columbus St | New Orleans | LA | 70119 | PC | Arts and Culture | $12,500 |
| National Center for Family Philanth | ||||||
| 1667 K Street NW Suite 350 | Washington | DC | 20006 | PC | Research | $5,000 |
| NO Police and Justice Foundation | ||||||
| 141 Allen Toussaint Blvd Ste 210 | New Orleans | LA | 70124 | PC | Criminal Justice | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,552,671 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| Contextos NFP | ||||||
| 641 W Lake St Suite 200 | Chicago | IL | 60661 | Civil Society | $750,000 | |
| Environmental Defense Fund | ||||||
| 1875 Connecticut Ave NW Suite 600 | Washington | DC | 20009 | Environment | $50,000 | PC |
| Greater New Orleans Foundation | ||||||
| 525 St Charles Ave Suite 400 | New Orleans | LA | 70130 | Philanthropy | $1,170,000 | |
| Salvadoran American Humanitarian Fu | ||||||
| 2050 Coral Way Suite 600 | Miami | FL | 33145 | Philanthropic | $300,000 | PC |
| Samuel Z Stone CIPR Trust | ||||||
| co Tulane Univ 6823 St Charles Av | New Orleans | LA | 70118 | Research | $1,500,000 | PC |
| Tulane University | ||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | Education | $3,310,000 | PC |
| Childrens Hospital | ||||||
| 200 Henry Clay Ave | New Orleans | LA | 70118 | Health | $1,000,000 | PC |
| Ducks Unlimited | ||||||
| One Waterfowl Way | Memphis | TN | 38120 | Environment | $500,000 | PC |
| Greater NO Development Foundation | ||||||
| 1100 Poydras St Ste 3475 | New Orleans | LA | 70163 | Civil Society | $750,000 | PC |
| Junior Achievement | ||||||
| 5100 Orleans Ave | New Orleans | LA | 70124 | Youth | $45,000 | PC |
| Live Oak Camp | ||||||
| 1240 Moss St | New Orleans | LA | 70119 | Youth | $160,000 | PC |
| NO Family Justice Alliance | ||||||
| 701 Loyola Ave 201 | New Orleans | LA | 70113 | Social Services | $50,000 | PC |
| Silence is Violence | ||||||
| 2000 Lakeshore Drive | New Orleans | LA | 70148 | Social Services | $50,000 | PC |
| Touro Synagogue | ||||||
| 4238 St Charles Ave | New Orleans | LA | 70115 | Civil Society | $100,000 | PC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,735,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,233 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,195,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,691,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$478,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$478,355 | 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 (10 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 | $13,159 | SL | 7 | $3,760 | $1,880 | $0 |
| Office Furniture | 2019-09-15 | $7,747 | $3,874 | SL | 7 | $1,107 | $553 | $0 |
| Coat Rack | 2019-11-01 | $556 | $277 | SL | 7 | $79 | $39 | $0 |
| Macbook Pro Laptop | 2019-05-01 | $1,877 | $1,313 | SL | 5 | $375 | $187 | $0 |
| Mac Pro desktop | 2019-09-15 | $1,422 | $994 | SL | 5 | $284 | $142 | $0 |
| HP Pavillion Laptop | 2019-10-01 | $547 | $382 | SL | 5 | $109 | $54 | $0 |
| Carpet | 2019-09-15 | $6,841 | $3,688 | DD | 10 | $631 | $315 | $0 |
| Window Treatments | 2019-09-01 | $2,747 | $1,481 | DD | 10 | $253 | $126 | $0 |
| Leasehold Improvements | 2019-05-01 | $12,218 | $2,138 | SL | 20 | $611 | $305 | $0 |
| Leasehold Improvements | 2019-11-01 | $1,445 | $252 | SL | 20 | $72 | $36 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Villere & Co | $9,408,426 | $9,488,165 |
| GS Main Advisory | $3,049,335 | $2,975,295 |
| GS Corp FI ESG | $2,543,738 | $2,388,192 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Villere & Co | $45,480,279 | $62,903,410 |
| GS Main Advisory | $32,890,145 | $44,682,067 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,827,550 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,734,421 | 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 | $31,382 | $26,491 | $30,000 |
| Machinery and Equipment | $3,847 | $3,457 | $390 | $1,200 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Income receivable | $99,452 | $119,753 | $119,753 |
| Deposits | $2,150 | $2,150 | $2,150 |
| Office Artwork | $31,544 | $31,544 | $35,000 |
| Rounding | $0 | -$1 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bank Service Charges | $234 | $0 | $0 | $234 |
| Cleaning and Maintenance | $798 | $399 | $0 | $399 |
| Insurance | $9,935 | $4,967 | $0 | $4,968 |
| Miscellaneous | $1,094 | $547 | $0 | $547 |
| Office Supplies | $1,041 | $520 | $0 | $521 |
| Postage | $220 | $110 | $0 | $110 |
| Retiree Pension | $7,314 | $0 | $0 | $0 |
| Security | $941 | $470 | $0 | $471 |
| Small Office Equiment Expense | $3,846 | $1,923 | $0 | $1,923 |
| Software | $3,915 | $1,957 | $0 | $1,958 |
| Utilities | $6,586 | $3,293 | $0 | $3,293 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $706,878 | Amt |
| Net Investment Income | $706,878 | 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 | $17,589 | $0 | $0 | $0 |
| Foreign tax on dividend income | $16,984 | $16,984 | $0 | $0 |
| Payroll taxes | $21,254 | $10,627 | $0 | $10,627 |
| Secretary of State | $10 | $5 | $0 | $5 |