2024-12-19T11:15:52-06:00 2024-03-31 721074180 MURPHY & NORTH APAC 935 GRAVIER STREET SUITE 1820 NEW ORLEANS LA 70112 990PF 2023-04-01 237336090 KEMPER AND LEILA WILLIAMS FOUNDATION INC KEMP 5045567659 533 ROYAL STREET NEW ORLEANS LA 70130 MICHAEL COHN CHIEF FINANCIAL OFFICER 5045567659 2024-12-04 0 Earl North P00069141 5045860050 2024-12-05 2023 2024-10-15 13:58:12Z X 549648267 X 1119384 169883 169883 169883 7663366 7663366 7663366 340438 340438 340438 201510 -10956286 140741809 0 1676507 572167 274505 297662 297662 241244 125122 241244 -1124309 8298809 10389100 947250 118125 118125 829125 8706915 0 214703 8492212 1869978 5906 367674 1502304 33531 0 0 33531 71300 0 0 71300 1017099 993760 1004648 12451 830325 39314 39314 791011 26400 0 0 26400 158581 0 3474 155107 316794 0 0 316794 7696699 100027 175342 7521357 21674872 1257132 1923280 19751592 29725 29725 21704597 1257132 1923280 19781317 -22828906 7041677 8465820 2649352 5395196 5395196 10279247 6231915 6231915 289420 328928 328928 24072828 51649713 49788721 273235026 241055006 301859420 81032285 52616166 50955290 4103472 4103472 4103472 4838092 22462511 24804379 35748445 76664376 70197245 76664376 45828006 45447416 46162915 48674254 533768802 509012066 549648267 15849 26670 15849 26670 X 533752953 508985396 533752953 508985396 533768802 509012066 533752953 -22828906 0 510924047 1938651 508985396 PUBLICLY TRADED SECURITIES P 49119172 47442665 1676507 1676507 PUBLICLY TRADED SECURITIES P 91622637 104255430 -12632793 -12632793 -10956286 1676507 97879 0 97879 0 97879 96013 0 0 0 96013 X 0 1866 0 0 0 0 0 0 0 0 1 1 0 1 1 LA 1 1 0 0 0 1 www.hnoc.org MICHAEL COHN CFO 5045567659 533 ROYAL STREET NEW ORLEANS LA 70130 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BONNIE BOYD 1309 FELICITY STREET NEW ORLEANS LA 70130 BOARD CHAIRMAN 5.00 60000 0 0 HILTON S BELL 612 ANDREW HIGGINS NEW ORLEANS LA 70130 EMERITUS 5.00 48000 0 0 E ALEXANDRA STAFFORD 401 IONA ST METAIRIE LA 70005 DIRECTOR 5.00 48000 0 0 JOHN KALLENBORN 201 ST CHARLES AVE 28TH FLOOR NEW ORLEANS LA 70170 VICE CHAIRMAN OF THE BOARD 5.00 0 0 0 R ANDREW JARDINE 7003 LONGVUE DR MANDEVILLE LA 70448 EMERITUS 5.00 48000 0 0 LISA WILSON 507 WEST 20TH AVE COVINGTON LA 70433 DIRECTOR 5.00 48000 0 0 CHARLES LAPEYRE 52 TOKALON PLACE METAIRIE LA 70001 DIRECTOR 5.00 48000 0 0 DANIEL HAMMER 700 TOPAZ STREET NEW ORLEANS LA 70124 PRESIDENT/CEO 40.00 315000 15750 0 TOD SMITH 127 PINEHURST DR NEW ORLEANS LA 70131 DIRECTOR 5.00 48000 0 0 MICHAEL COHN 2806 URSULINES AVE NEW ORLEANS LA 70119 CHIEF FINANCIAL OFFICER 40.00 236250 11813 0 MAYRA PINEDA 1515 POYDRAS STREET NEW ORLEANS LA 70112 DIRECTOR 5.00 48000 0 0 HEATHER HODGES 1325 ANNUNCIATION ST 342 NEW ORLEANS LA 70130 DIR.,EXT/INT RELATIO 40.00 167475 8374 0 JASON WIESE 1011 JOLIET ST NEW ORLEANS LA 70118 CHIEF CURATOR 40.00 163953 8198 0 JESSICA DORMAN 3716 CAMP ST NEW ORLEANS LA 70115 DIR., PUBLICATIONS 40.00 142962 7148 0 CAROL BARTELS 134 E HENFER AVE RIVER RIDGE LA 70123 DIR., DIGITAL SVS 40.00 133603 6680 0 REBECCA SMITH 623 3RD STREET NEW ORLEANS LA 70130 DIR., RESERACH 40.00 117000 5850 0 88 VILLERE & CO INVESTMENT ADVISORS 601 POYDRAS ST SUITE 1808 NEW ORLEANS LA 70130 INVESTMENT ADVISOR 217003 GOLDMAN SACHS 3414 PEACHTREE ATLANTA GA 30326 INVESTMENT ADVISOR 204912 MORGAN STANLEY SMITH BARNEY 787 7TH AVE NEW YORK NY 10019 INVESTMENT ADVISOR 173936 WCM INVESTMENT MANAGEMENT 281 BROOKS ST LAGUNA BEACH CA 92651 INVESTMENT ADVISOR 162864 JP MORGAN CHASE NA 201 ST CHARLES AVE NEW ORLEANS LA 70170 ACCOUNT MANAGEMENT FEES 106619 2 THE HISTORIC NEW ORLEANS COLLECTION1. MAJOR EXHIBITIONS - FIVE MAJOR EXHIBITIONS INCLUDING: A MYSTIC BROTHERHOOD:FRATERNAL ORDERS OF N.O.;MYSTERY & BENEVOLENCE:MASONIC & ODD FELLOWS FOLK ART;YET SHE IS ADVANCING:N.O. WOMEN & THE RIGHT TO VOTE;AMERICAN DEMOCRACY:A GREAT LEAP OF FAITH;FRENCH QUARTER LIFE:PEOPLE & PLACES,VIEUX CARRE.2. OTHER EXHIBITIONS-SIX, INCLUDING HISTORY OF THE FRENCH QUARTER;LOUISIANA SITES & CITIZENS;PURCHASED LIVES:N.O. & THE DOMESTIC SLAVE TRADE;PAUL NINAS MURAL-WIILIAMS RESERCH CENTER.3. PROGRAMS - TWENTY PUBLIC PROGRAMS MADE UP OF CONFERENCES,LECTURES,RECEPTIONS,FILM SCREENINGS, CONCERTS & VIRTUAL PROGRAMMING.4. PUBLICATIONS-PERIODICALS, BOOKS AND ONLINE PRODUCTS.5. EDUCATIONAL OUTREACH-2 ONLINE TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS,87 ON & OFF-SITE FIELD TRIPS,3 EDUCATOR WORKSHOPS,5 INTERNS,1 STUDENT WRITING CONTEST,1 WEEK-LONG SUMMER CAMP,3 COMMUNITY & FAMILY DAYS.6. 51,811 TOTAL EXHIBITION-REALTED VISITORS. 64,447 DAILY&FIELD TRIP VISI 19751592 ST. MARY PARISH POLICE JURY F/B/O THE KEMPER WILLIAMS PARK - THE KEMPER AND LEILA WILLIAMS FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO OPERATE THE KEMPER WILLIAMS PARK SERVING RESIDENTS OF ST. MARY PARISH AND THE SURROUNDING AREA. CONSTRUCTION AND OPERATION OF THE PARK WERE PROVIDED FOR IN THE WILLS OF KEMPER AND LEILA WILLIAMS AND ACCOMPLISHED THROUGH AN ACT OF DONATION ON JULY 26, 1978. MONIES ARE PAID SEMI-ANNUALLY TO THE ST. MARY PARISH POLICE JURY AS THE PARK OPERATOR. 16225 THE DIANE WOEST FELLOWSHIP - THE DIANE WOEST FELLOWSHIP IS AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS IN LOUISIANA HISTORY THAT UTILIZE IN PART HOLDINGS AT THE HISTORIC NEW ORLEANS COLLECTION. IN FY 2023 FELLOWSHIP PAYMENTS WERE MADE TO SUSAN PENMAN, ELOY DE GUZMAN ROMERO BLANCO AND WILLIAM D. JONES. 12000 KEMPER WILLIAMS PRIZE - THE WILLIAMS PRIZE IS AWARDED EACH YEAR TO THE AUTHOR OF THE BEST PUBLISHEDWORK ON LOUISIANA HISTORY. THE RECIPIENT WAS KATHRYN OLIVARIUS. 1500 0 0 417374140 5689380 5967375 429030895 0 0 429030895 6435463 422595432 21129772 X 19781317 0 6870704 26652021 1999-11-15 X 8465820 6329153 4523019 11431037 30749029 7195947 5379780 3844566 9716381 26136675 26652021 18857252 17344049 14327792 77181114 0 0 0 0 0 26652021 18857252 17344049 14327792 77181114 0 0 14086515 13861321 16097828 13961453 58007117 0 0 0 0 X BENJAMIN GROTH 3205 SARATOGE ST NEW ORLEANS LA 70115 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 SHARON ANN MURPHY 80 SEACREST LANE WARWICK RI 02889 NONE N/A AWARD BEST PUBLISHED WORK ON LOUISIANA HISTORY. 1500 ST MARY PARISH POLICE JURY 195 BURNS POINT LANE FRANKLIN LA 70538 NONE NONE ASSIST IN FUNDING OF PARK OPERATIONS 16225 AURELIE GODET 7700 COHN ST NEW ORLEANS LA 70118 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 ELIZABETH ROUGET 34 WIGGINS ST NO 2 PRINCETON NJ 08540 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 29725 0 ADMISSIONS 6278 BOOK SALES/PRODUCT ROY 10171 DUPLICATION FEES 11046 SPECIAL EVENTS 88627 OTHER INCOME 14 169883 14 7663366 16 286604 -85094 14 125122 18 -10956286 297662 0 -2711311 328690 -2382621 1 A DEFERS EXPENSES FOR GUIDED TOURS OF HISTORY GALLERIES & HOME. 1 B ALLOWS PUBLICATION OF HISTORICAL BOOKS & EPHEMERA USING ARCHIVAL 1 B MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS. 1 C DUPLICATION OF ARCHIVAL MATERIAL FOR RESEARCHERS. 10 INTERPRETS MUSEUM PROGRAMS FOR VISITORS THRU POINT OF SALE TO 10 EDUCATE PATRONS IN HISTORY & CULTURE OF LA. 1 D DEFERS EXPENSES FOR COST OF EDUCATIONAL PROGRAMS ON LOUSIANA HISTORY 1 E MATERIAL OF INTEREST TO RESEARCHERS AND HISTORIANS. 0 0 0 0 0 0 0 0 0 0 X X 1 MR AND MRS FREDRIC J FIGGE II PO BOX 338 WAKEFIELD LA 70784 5000 X 2 MRS ANN M MASSON 933 Saint Philip St NEW ORLEANS LA 701162407 50000 X 3 THE HELIS FOUNDATION 201 St Charles Ave SUITE 2600 NEW ORLEANS LA 701703100 75000 X 4 MOYSE FAMILY FOUNDATION PO BOX 65206 BATON ROUGE LA 708965206 5000 X 5 CAHN FAMILY FOUNDATION PO BOX 52005 NEW ORLEANS LA 701522005 5000 X 6 MS E ALEXANDRA STAFFORD AND MR RAYM 505 NORTHLINE METAIRIE LA 70005 9195 X 7 FITZPATRICK FOUNDATION 224 THOMPSON ST 278 HENDERSONVILLE NC 28792 12500 X 8 JP MORGAN CHASE & CO 201 St Charles Ave28TH FLOOR NEW ORLEANS LA 701701000 15000 X 9 THE DERBES FOUNDATION 18166 SE VILLAGE CIRCLE TEQUESTA FL 33469 10000 X 10 ESTATE OF LAURA SIMON NELSON 281 PLAUCHE ROAD MORGANZA LA 70759 51675 X 11 NEAL AUCTION COMPANY 4038 MAGAZINE STREET NEW ORLEANS LA 70115 10000 X 12 THE CATHOLIC COMMUNITY FOUNDATION 7887 WALMSLEY AVE NEW ORLEANS LA 70125 25000 X 13 CLEARBRIDGE ADVISORS LLCLEGG MASON 620 8TH AVE 48TH FL NEW YORK NY 10018 10000 X 14 ST DENIS J VILLERE & COMPANY LLC 601 POYDRAS ST STE 1808 NEW ORLEANS LA 701306308 5000 X 15 SCHWAB CHARITABLE FOUNDATION 211 MAIN STREET SAN FRANCISCO CA 94105 20000 X 16 MR PARKER DINKINS AND MS DEBORA TRE 2614 W 15TH AVENUE COVINGTON LA 70433 10000 X 17 BAPTIST COMMUNITY MINSITRIES 1320 ST CHARLES AVENUE NEW ORLEANS LA 70130 10000 X 18 BYWATER WOODWORKS INC 936 FRANKLIN AVE NEW ORLEANS LA 70117 5000 X 19 MR AND MRS HUNTER PIERSON III 1119 OAKDALE RD ATLANTA GA 30307 10645 X 20 MEG TIPPER PO BOX 1064 JERICHO UT 05465 5000 X 21 CARL F FEHR 1075 RENWOOD DRIVE CHARLESTON SC 29412 5500 X 22 CHERYL AND DANIEL CUROLE 5217 WABASH STREET METAIRIE LA 70001 7000 X 23 CLINT TAYLOR 921 MAZANT STREET NEW ORLEANS LA 70117 5000 X 24 SUSAN RATTERREE 4931 S PRIEUR STREET NEW ORLEANS LA 70115 5000 X 25 ESTATE OF ALFRED E LEMMON 1000 TOLMAS DRIVE METAIRIE LA 70002 5000 X 26 DEE SILVERTHORN 4910 MANTLE DRIVE AUSTIN TX 78746 7000 X 27 JOAN BROWN 633 RAMONA AVE 97 LOS OSOS CA 94302 9000 X 28 FRANK PEREZ 522 MANDEVILLE STREET NEW ORLEANS LA 70117 5000 X 29 ESTATE OF DR DONALD SCHUELER 117 INGLESIDE AVENUE CATONSVILLE MD 21228 10000 X 30 JEREMY CORKERN 1535 CAMP PLACE NEW ORLEANS LA 70130 12250 X 10 24 WORKS FROM THE ESTATE OF LAURA SIMON NELSON 51675 2023-11-29 20 SHIFF, CROPPER AND ORILLION FAMILY PAPERS - .05 LINEAR FEET 5000 2023-04-01 21 10 BOXES AND UNFRAMED CANVAS 5500 2023-04-01 22 VARIOUS KREWE OF ENDYMION COLLECTION - 20 ITEMS 7000 2023-04-03 23 JAMIE TEMPLE AND GEORGE COSSITT PHOENIX BAR COLLECTION - 1 LINEAR FOOT 5000 2023-04-01 24 HOUMAS HOUSE PLANTATION COLLECTION - .25 LINEAR FEET 5000 2023-07-17 25 SELECT ITEMS FROM THE ESTATE OF ALFRED E. 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