TOLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TOLER FOUNDATION (EIN 72-1340751)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2024-12-09
- IRS object ID
- 202413449349100301
- 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
- Accounting Fees Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-09T07:57:30-08:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 640946887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Voss & Associates PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Millbranch Rd Ste 300 | AddressLine1Txt |
| City | Hattiesburg | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721340751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOLE | BusinessNameControlTxt |
| Phone | 5045252985 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 OCTAVIA ST STE B | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHANIEL P PHILLIPS JR | PersonNm |
| Person Title | DIRECTOR/PRES | PersonTitleTxt |
| Signature | 2024-12-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY GLENN BRADLEY CPA | PreparerPersonNm |
| PTIN | P00545470 | PTIN |
| Phone | 6012642475 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,624,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $184,297 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$908,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,307,147 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $3,585 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,585 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$720,637 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,882 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,645 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $42,733 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,733 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $450 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $51,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $501,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,222,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $192,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $417,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $417,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,357,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,914,888 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,188,459 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $18,391 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $18,391 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,391 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $18,391 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,568,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,351,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,624,843 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | -$6,979 | AccountsPayableBOYAmt |
| Accounts Payable EOY | -$6,916 | AccountsPayableEOYAmt |
| Total Liabilities BOY | -$6,979 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$6,916 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,575,823 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,358,188 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,575,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,358,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,568,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,351,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,575,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,222,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,870 | OtherIncreasesAmt |
| Subtotal | $7,358,188 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,358,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,307,147 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,215,666 | CostOrOtherBasisAmt |
| Gain Or Loss | -$908,519 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$908,519 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$908,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$908,519 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,891 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,891 | SubtotalAmt |
| Tax Based On Investment Income | $1,891 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,616 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,616 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,725 | OverpaymentAmt |
| Applied To ES Tax | $8,725 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHANIEL P PHILLIPS JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045252985 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 OCTAVIA ST SUITE B | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| NATHANIEL P PHILLIPS JR | ||||||
| 509 OCTAVIA ST SUITE B | NEW ORLEANS | LA | 70115 | DIRECTOR/PRES | 0.25 | $0 |
| ST DENIS VILLERE II | ||||||
| 601 POYDRAS ST SUITE 1808 | NEW ORLEANS | LA | 70130 | Director | 0.25 | $0 |
| KATHLEEN LOUISE DOODY | ||||||
| 701 POYDRAS ST SUITE 5000 | NEW ORLEANS | LA | 70139 | DIRECTOR/SEC/TR | 0.25 | $0 |
| NATHANIEL P PHILLIPS III | ||||||
| 509 OCTAVIA ST SUITE B | NEW ORLEANS | LA | 70115 | Director | 0.25 | $0 |
| ST DENIS J VILLERE III | ||||||
| 601 POYDRAW ST SUITE 1808 | NEW ORLEANS | LA | 70130 | Director | 0.25 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,712,076 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,999,472 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,999,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,864,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,891 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,891 | TotalTaxAmt |
| Distributable Before Adj | $441,333 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $441,333 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $441,333 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $441,333 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $443,031 | UndistributedIncomePYAmt |
| Qualifying Distributions | $450,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $443,031 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,969 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $434,364 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUDUBON NATURE INSTITUTE INC | ||||||
| 6500 MAGAZINE STREET | NEW ORLEANS | LA | 70118 | PC | KIDS ZOO TO DO FUNDING | $5,000 |
| BAYOU DISTRICT FOUNDATION | ||||||
| 320 JULIA STREET | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN | $15,000 |
| BRICOLAGE ACADEMY OF NEW ORLEANS | ||||||
| 2426 ESPLANADE AVE | NEW ORLEANS | LA | 70119 | PC | CAPITAL CAMPAIGN | $30,000 |
| CARROLLTON BOOSTER CLUB | ||||||
| P O BOX 850106 | NEW ORLEANS | LA | 70185 | PC | CAPITAL CAMPAIGN | $60,000 |
| CHRIST EPISCOPAL SCHOOL | ||||||
| 80 CHRISTWOOD BLVD | COVINGTON | LA | 70433 | PC | CAPITAL CAMPAIGN | $45,000 |
| ISIDORE NEWMAN SCHOOL | ||||||
| 1903 JEFFERSON AVE | NEW ORLEANS | LA | 70115 | PC | CAPITAL CAMPAIGN | $5,000 |
| LADIES LEUKEMIA LEAGUE INC | ||||||
| P O BOX 9355 | METAIRE | LA | 70055 | PC | CAPITAL CAMPAIGN | $12,000 |
| METROPOLITAN CRIME COALITION | ||||||
| 1615 POYDRAS ST 1060 | NEW ORLEANS | LA | 70112 | PC | CAPITAL CAMPAIGN | $5,000 |
| NATIONAL WORLD WAR II MUSEUM | ||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN | $25,000 |
| NEW SCHOOLS FOR NEW ORLEANS | ||||||
| 1556 POYDRAW ST STE 781 | NEW ORLEANS | LA | 70112 | PC | CAPITAL CAMPAIGN | $20,000 |
| OSCHNER CANCER INSTITUTE | ||||||
| 1514 JEFFERSON HWY BH 607 | NEW ORLEANS | LA | 70121 | PC | CANCER INSTITUTE FUNDING | $25,000 |
| PRO BONO PUBLICO FOUNDATION | ||||||
| P O BOX 531024 | NEW ORLEANS | LA | 70153 | PC | CAPITAL CAMPAIGN | $10,000 |
| ST THOMAS COMMUNITY HEALTH CENTER I | ||||||
| 1936 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN | $15,500 |
| TRINITY EPISCOPAL CHURCH | ||||||
| 1329 JACKSON AVE | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN | $20,000 |
| TRINITY EPISCOPAL SCHOOL | ||||||
| 1315 JACKSON AVE | NEW ORLEANS | LA | 70130 | PC | CAPITAL CAMPAIGN | $60,000 |
| NEW ORLEANS CAREER CENTERNOLA WKFOR | ||||||
| 1331 KERLEREC ST | NEW ORLEANS | LA | 70116 | PC | CAPITAL CAMPAIGN | $20,000 |
| NEW ORLEANS CHARTER SCIENCE MATH HS | ||||||
| 2011 BIENVILLE ST | NEW ORLEANS | LA | 70112 | PC | CAPITAL CAMPAIGN | $12,500 |
| OCHSNER-ALZHEIMER'S RESEARCH FUND | ||||||
| 1514JEFFERSON HWY BH607 | NEW ORLEANS | LA | 70121 | PC | RESEARCH FUND | $15,000 |
| REBUILDING HOPE IN NEW ORLEANS | ||||||
| 1545 STATE STREET | NEW ORLEANS | LA | 70118 | PC | CAPITAL CAMPAIGN | $30,000 |
| KELLY GIBSON FOUNDATION | ||||||
| P O BOX 2141 | MANDEVILLE | LA | 70470 | PC | CAPITAL CAMPAIGN | $5,000 |
| LONGUE VUE LEAGUE | ||||||
| 7 BAMBOO ROAD | NEW ORLEANS | LA | 70124 | PC | CAPITAL CAMPAIGN | $5,000 |
| NEW ORLEANS MISSION | ||||||
| P O BOX 56565 | NEW ORLEANS | LA | 70156 | PC | CAPITAL CAMPAIGN | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,297 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$908,519 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$720,637 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$720,637 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,645 | Amt |
| Net Investment Income | $3,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Improvements | CategoryOrItemTxt |
| Cost Or Other Basis | $18,391 | CostOrOtherBasisAmt |
| Book Value | $18,391 | BookValueAmt |
| EOYFMV | $18,391 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $3,585 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,585 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES | Desc |
| Amt | $4,870 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | $139 | $139 | $0 | $0 |
| INVESTMENT EXPENSE | $42,594 | $42,594 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SEVERANCE TAXES | CategoryTxt |
| Amt | $450 | Amt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |