GERMAN PROTESTANT ORPHAN ASYLUM ASSOCIATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GERMAN PROTESTANT ORPHAN ASYLUM ASSOCIATION (EIN 72-0423621)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349101167
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T12:20:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720423621 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GPOA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GPOA | BusinessNameControlTxt |
| Phone | 5045984663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MASON COUVILLION | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5045984663 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 5048355522 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| PF60 Month Term Sect507b1 B | Yes (X) | PF60MonthTermSect507b1BInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,526,001 | 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 |
| Dividends Rev And Expnss | $508,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $508,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,138,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $552,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $552,005 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $151,900 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $88,637 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,080 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $153,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,383 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,727 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $230,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $230,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $384,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,383 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $167,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $488,622 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $509,210 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $463,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $463,507 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,817,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,284,387 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,284,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,937,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,570,094 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,570,094 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,903,878 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,208,013 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,208,013 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,168,002 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,526,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,526,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,168,002 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,526,001 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,168,002 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,526,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,168,002 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,526,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,168,002 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $167,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,190,894 | OtherIncreasesAmt |
| Subtotal | $15,526,001 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,526,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ST 039679 PUBLICLY TRADED SECRUITIES | P | 2023-12-31 | $1,025,527 | $1,038,060 | -$12,533 | -$12,533 |
| LT 039679 PUBLICLY TRADED SECRUITIES | P | 2023-12-31 | $3,762,522 | $3,713,917 | $48,605 | $48,605 |
| ST 039689 PUBLICLY TRADED SECRUITIES | P | 2023-12-31 | $350,000 | $342,295 | $7,705 | $7,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,777 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,792 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,792 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,792 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $396 | EsPenaltyAmt |
| Tax Due | $7,188 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GPOAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERMAN PROTESTANT ORPHAN ASYLUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045984663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVENUE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| SLADE SIMONS | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAMILLE STRACHAN | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE SUMNER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GORDON WADGE | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA MACPHEE | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES MAYER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MASON COUVILLION | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TREASURER | 1.00 | $0 | $0 | $0 |
| SHELINA DAVIS | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAMELA WATSON | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GARY BRIGGS | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 POYDRAS STREET SUITE 1900 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70163 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $63,263 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,831,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,839,904 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,839,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,617,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $730,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $730,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,792 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,792 | TotalTaxAmt |
| Distributable Before Adj | $724,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $724,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $724,073 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,718 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $724,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $410,238 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,718 | QualifyingDistributionsAmt |
| Applied To Year1 | $320,718 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $89,520 | Taxable2Amt |
| Undistributed Income CY | $724,073 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GERMAN PROTESTANT ORPHAN ASYLUM ASS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5045984663 | RecipientPhoneNum |
| Form And Info And Materials | HTTPS://WWW.GPOAFOUNDATION.ORG/GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DECISIONS ARE MADE TWO TIMES A YEAR: FEBRUARY AND AUGUST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONPROFIT ORGANIZATIONS THAT SERVE CHILDREN AND YOUTH IN ORLEANS PARISH ARE ELIGIBLE FOR GRANT FUNDING. REQUESTS SHOULD BE IN THE RANGE OF $10,000 - $20,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE GREATER NEW ORLEANS FOUNDATION | ||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | PUBLIC | PHILANTHROPY | $2,500 |
| THE GOOD SHEPHERD NATIVITY SCHOOL | ||||||
| 1839 AGRICULTURE STREET | NEW ORLEANS | LA | 701191001 | PUBLIC | PRESCHOOLS | $20,000 |
| SPECIAL EDUCATION LEADER FELLOWSHIP | ||||||
| 4035 WASHINGTON AVENUE SUITE 206 | NEW ORLEANS | LA | 70125 | PUBLIC | SPECIAL EDUCATION | $20,000 |
| 18TH WARD SPORTS CLUB | ||||||
| 3329 BELL STREET | NEW ORLEANS | LA | 70119 | PUBLIC | AMATEUR SPORTS | $20,000 |
| BRIGHT SCHOOL FOR THE DEAF | ||||||
| PO BOX 55715 | METAIRIE | LA | 70055 | PUBLIC | EDUCATION | $20,000 |
| THE 1881 RESEARCH INSTITUTE | ||||||
| 3142 CALHOUN STREET | NEW ORLEANS | LA | 70125 | PUBLIC | SPECIAL EDUCATION | $20,000 |
| LONGUE VUE HOUSE & GARDENS | ||||||
| 7 BAMBOO ROAD | NEW ORLEANS | LA | 70124 | PUBLIC | MUSEUMS | $20,000 |
| YOUNG ASPIRATIONS - YOUNG ARTISTS INC | ||||||
| 3322 LASALLE STREET | NEW ORLEANS | LA | 70115 | PUBLIC | ARTS/CULTURE | $20,000 |
| NEW ORLEANS FAMILY JUSTICE ALLIANCE | ||||||
| 701 LOYOLA AVENUE | NEW ORLEANS | LA | 70113 | PUBLIC | FAMILY SERVICES | $20,000 |
| RIDE NOLA | ||||||
| PO BOX 19231 | NEW ORLEANS | LA | 70179 | PUBLIC | HUMAN SERVICES | $15,000 |
| LIBERTY'S KITCHEN | ||||||
| PO BOX 19293 | NEW ORLEANS | LA | 70179 | PUBLIC | VOCATIONAL & TECHNICAL SCHOOLS | $15,000 |
| LIVE OAK WILDERNESS CAMP | ||||||
| 1240 MOSS STREET | NEW ORLEANS | LA | 701193240 | PUBLIC | EDUCATIONAL SERVICES | $15,000 |
| STEM LIBRARY LAB | ||||||
| 3011 N I-10 SERVICE ROAD E | METAIRIE | LA | 70002 | PUBLIC | HUMAN SERVICES | $10,000 |
| KID SMART | ||||||
| 2533 COLUMBUS STREET SUITE 201 | NEW ORLEANS | LA | 701192388 | PUBLIC | VISUAL ARTS | $5,991 |
| PRESBYTERIAN CHILDRENS HOMES AND SERVICES | ||||||
| 5920 W WILLIAM CANNON DRIVE | AUSTIN | TX | 78749 | PUBLIC | YOUTH DEVELOPMENT | $5,000 |
| ST THERESE ACADEMY | ||||||
| 6421 W METAIRIE ROAD | METAIRIE | LA | 70003 | PUBLIC | FUNDRAISING & FUND DISTRIBUTION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $230,991 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $508,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $552,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $552,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF PART VI-B QUESTION 2 | FormAndLineReferenceDesc |
| Medium Explanation | THE ORGANIZATION CURRENTLY IS IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B) AND HAS MARKED BOX F ON PAGE 1. AS A RESULT, IT HAS ELECTED TO NOT REMIT ANY EXCISE TAXES DUE UNDER SECTION 4940, AND CALCULATED ON PART V, DURING ITS 60 MONTH TERMINATION PERIOD. AS THE ORGANIZATION HAS RECEIVED AN ADVANCE RULING UNDER 507(B)(1)(B), THE ORGANZATION BELIEVES IT IS NOT SUBJECT TO THE EXCISE TAXES ON FAILURE TO DISTRIBUTE INCOME DURING THE 60-MONTH TERMINATION PERIOD AND HAS NOT FILED A FORM 4720 AT THIS TIME. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL INTL BOND ETF (MORGAN STANLEY - 679) | $223,525 | $223,525 |
| LORD ABBETT SHT DURATION INC A (MORGAN STANLEY - 689) | $739,604 | $739,604 |
| ISHARES IBOXX HY COR BD ETF (MORGAN STANLEY - 679) | $56,185 | $56,185 |
| ISHARES IBOXX INVEST GR COR BD (MORGAN STANLEY - 679) | $227,074 | $227,074 |
| ISHARES JP MORGAN EM BOND ETF (MORGAN STANLEY - 679) | $113,373 | $113,373 |
| ISHARES TIPS BOND ETF (MORGAN STANLEY - 679) | $66,859 | $66,859 |
| ISHARES TREASURY BOND ETF (MORGAN STANLEY - 679) | $403,384 | $403,384 |
| JPMORGAN ULTRA-SHORT INCOME (MORGAN STANLEY - 679) | $514,456 | $514,456 |
| VANGUARD MORTGAGE-BACKED SEC (MORGAN STANLEY - 679) | $225,634 | $225,634 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WISDOMTREE TRUST JAPN HEDGE EQ (MORGAN STANLEY - 679) | $530,518 | $530,518 |
| DBX ETF TR XTRACK MSCI EURP (MORGAN STANLEY - 679) | $424,311 | $424,311 |
| ISHARES CORE MSCI EAFE ETF (MORGAN STANLEY - 679) | $1,744,539 | $1,744,539 |
| ISHARES CORE MSCI EMERGING (MORGAN STANLEY - 679) | $1,032,186 | $1,032,186 |
| ISHARES INC MSCI JAPAN ETF (MORGAN STANLEY - 679) | $238,280 | $238,280 |
| ISHARES RUSSELL 1000 GRW ETF (MORGAN STANLEY - 679) | $1,583,457 | $1,583,457 |
| ISHARES RUSSELL 1000 VALUE ETF (MORGAN STANLEY - 679) | $1,445,607 | $1,445,607 |
| ISHARES RUSSELL 2000 GRWTH ETF (MORGAN STANLEY - 679) | $213,126 | $213,126 |
| ISHARES RUSSELL 2000 VALUE ETF (MORGAN STANLEY - 679) | $177,232 | $177,232 |
| ISHARES RUSSELL MIDCAP G ETF (MORGAN STANLEY - 679) | $184,267 | $184,267 |
| ISHARES RUSSELL MIDCAP V ETF (MORGAN STANLEY - 679) | $184,320 | $184,320 |
| VANGUARD FTSE EUROPE ETF (MORGAN STANLEY - 679) | $526,544 | $526,544 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO DIVERSIFIED REAL EST I (MORGAN STANLEY - 690) | FMV | $952,091 | $952,091 |
| CION ARES DIVERSIFIED CREDIT I (MORGAN STANLEY - 690) | FMV | $776,870 | $776,870 |
| BREIT CL I (MORGAN STANLEY - 690) | FMV | $1,252,678 | $1,252,678 |
| FLEXSHARES GLOBAL UPSTREAM NAT (MORGAN STANLEY - 679) | FMV | $674,733 | $674,733 |
| FT NORTH AMERICAN ENERGY INFRA (MORGAN STANLEY - 679) | FMV | $295,397 | $295,397 |
| VANGUARD REAL ESTATE ETF (MORGAN STANLEY - 679) | FMV | $256,244 | $256,244 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STORAGE | Desc |
| Revenue And Expenses Per Books | $1,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED GAIN/LOSS | Desc |
| Amt | $1,190,894 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $63,263 | $63,263 | $0 |
| ADMINISTRATIVE FEES | $88,637 | $0 | $88,637 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $799 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |