LINNIE GREENWOOD TR FBO CENTRAL BAPTIST CHURCH: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LINNIE GREENWOOD TR FBO CENTRAL BAPTIST CHURCH (EIN 47-6679338)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202321319349105377
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T19:00:25-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029032485 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476679338 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINNIE GREENWOOD TR FBO CENTRAL BAPTIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LINN | BusinessNameControlTxt |
| Phone | 5045992191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS STREET STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701397727 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5045992191 | PhoneNum |
| Signature | 2023-04-28 | 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 | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $437,203 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,248 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,248 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $11,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,572 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,679 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,893 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,739 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,893 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,966 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,966 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,739 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,172 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,203 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,203 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $424,593 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $395,917 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $407,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $440,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $426,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $437,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $440,616 | CapitalStockBOYAmt |
| Capital Stock EOY | $426,120 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $440,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $426,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $440,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $426,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $440,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $426,631 | SubtotalAmt |
| Other Decreases | $511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $426,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (142 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 198.665 COHEN & STEERS GL INFR-I | 2020-07-30 | 2022-01-14 | $4,615 | $4,070 | $545 | $545 | |
| 58.32 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-01-14 | $1,777 | $881 | $896 | $896 | |
| 67.909 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-01-14 | $2,186 | $1,459 | $727 | $727 | |
| 85.329 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-12 | 2022-01-14 | $791 | $832 | -$41 | -$41 | |
| 138.682 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-01-14 | $1,452 | $1,498 | -$46 | -$46 | |
| 39.214 FIDELITY INTERM TRS BD-INS PR | 2021-02-12 | 2022-01-14 | $429 | $454 | -$25 | -$25 | |
| 310.083 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-07-30 | 2022-01-14 | $5,597 | $4,737 | $860 | $860 | |
| 66.284 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-01-14 | $1,962 | $1,086 | $876 | $876 | |
| 12.335 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-12 | 2022-01-14 | $271 | $279 | -$8 | -$8 | |
| 67.179 VANGUARD M/B SEC INDX-ADM | 2021-02-12 | 2022-01-14 | $1,400 | $1,450 | -$50 | -$50 | |
| 225.539 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-02-08 | $2,720 | $2,091 | $629 | $629 | |
| 4.615 COHEN & STEERS GL INFR-I | 2020-07-30 | 2022-02-08 | $106 | $92 | $14 | $14 | |
| 155.728 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-20 | 2022-02-08 | $802 | $653 | $149 | $149 | |
| 106.893 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-12 | 2022-02-08 | $977 | $1,042 | -$65 | -$65 | |
| 126.757 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-02-08 | $1,317 | $1,369 | -$52 | -$52 | |
| 32.808 FIDELITY INTERM TRS BD-INS PR | 2021-02-12 | 2022-02-08 | $354 | $380 | -$26 | -$26 | |
| 131.852 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-02-08 | $2,285 | $1,653 | $632 | $632 | |
| 10.028 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-12 | 2022-02-08 | $218 | $227 | -$9 | -$9 | |
| 61.796 VANGUARD M/B SEC INDX-ADM | 2021-02-12 | 2022-02-08 | $1,273 | $1,334 | -$61 | -$61 | |
| 2107.295 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-12 | 2022-03-18 | $18,776 | $20,546 | -$1,770 | -$1,770 | |
| 35.867 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-03-18 | $368 | $387 | -$19 | -$19 | |
| 93.947 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-03-28 | $1,040 | $871 | $169 | $169 | |
| 47.406 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-03-28 | $1,398 | $716 | $682 | $682 | |
| 361.416 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-03-28 | $11,128 | $7,767 | $3,361 | $3,361 | |
| 449.188 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-12-22 | 2022-03-28 | $14,109 | $10,596 | $3,513 | $3,513 | |
| 125.135 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-03-28 | $2,086 | $1,569 | $517 | $517 | |
| 97.476 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-03-28 | $2,742 | $1,597 | $1,145 | $1,145 | |
| 267.432 NUANCE MID CAP VALUE - INST | 2020-12-22 | 2022-03-28 | $3,728 | $3,523 | $205 | $205 | |
| 246.86 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-12 | 2022-05-12 | $2,123 | $2,407 | -$284 | -$284 | |
| 203.261 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-05-12 | $2,057 | $2,195 | -$138 | -$138 | |
| 646.496 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-06-08 | $6,827 | $5,993 | $834 | $834 | |
| 502.513 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-06-13 | $5,000 | $5,427 | -$427 | -$427 | |
| 35.471 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-12 | 2022-06-13 | $730 | $802 | -$72 | -$72 | |
| 636.355 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-07-14 | $6,389 | $6,873 | -$484 | -$484 | |
| 483.856 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-03-20 | 2022-08-01 | $14,027 | $8,893 | $5,134 | $5,134 | |
| 374.046 NUANCE MID CAP VALUE - INST | 2020-03-20 | 2022-08-04 | $4,900 | $3,666 | $1,234 | $1,234 | |
| 75.92 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-09-07 | $722 | $704 | $18 | $18 | |
| 45.624 COHEN & STEERS GL INFR-I | 2021-03-16 | 2022-09-07 | $1,058 | $991 | $67 | $67 | |
| 182.607 DFA COMMODITY STRATEGY PORTFOLIO | 2022-01-14 | 2022-09-07 | $992 | $900 | $92 | $92 | |
| 169.326 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-20 | 2022-09-07 | $919 | $709 | $210 | $210 | |
| 41.549 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2022-09-07 | $1,116 | $628 | $488 | $488 | |
| 97.964 DFA EMERG MKTS EX CHINA CORE EQUITY | 2022-06-08 | 2022-09-07 | $818 | $890 | -$72 | -$72 | |
| 442.221 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-09-07 | $11,511 | $9,503 | $2,008 | $2,008 | |
| 342.036 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-03-20 | 2022-09-07 | $9,813 | $6,287 | $3,526 | $3,526 | |
| 72.186 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-09-07 | $994 | $905 | $89 | $89 | |
| 62.835 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-09-07 | $1,547 | $1,029 | $518 | $518 | |
| 96.682 NUANCE MID CAP VALUE - INST | 2020-03-20 | 2022-09-07 | $1,224 | $947 | $277 | $277 | |
| 507.63958 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-09-13 | $5,036 | $5,483 | -$447 | -$447 | |
| 425.52542 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-09-13 | $4,221 | $4,596 | -$375 | -$375 | |
| 49.028 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-12 | 2022-09-13 | $1,009 | $1,109 | -$100 | -$100 | |
| 667.38 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-10-06 | $6,547 | $7,208 | -$661 | -$661 | |
| 404.411 AB LARGE CAP GROWTH ADVISOR CLASS | 2022-08-01 | 2022-11-08 | $28,038 | $34,196 | -$6,158 | -$6,158 | |
| 100.01 AB LARGE CAP GROWTH ADVISOR CLASS | 2021-11-05 | 2022-11-08 | $6,934 | $10,030 | -$3,096 | -$3,096 | |
| 503.426 CAUSEWAY EMERGING MARKETS FUND - INST | 2022-01-14 | 2022-11-08 | $4,475 | $6,115 | -$1,640 | -$1,640 | |
| 3438.857 FEDERATED HERMES INTERMEDIATE FD#303 COR | 2021-02-12 | 2022-11-08 | $27,924 | $33,529 | -$5,605 | -$5,605 | |
| 1849.929 FIDELITY S/T TRSRY BND-INS PR | 2021-02-12 | 2022-11-08 | $18,037 | $19,979 | -$1,942 | -$1,942 | |
| 3490.073 FIDELITY INTERM TRS BD-INS PR | 2022-10-06 | 2022-11-08 | $32,772 | $34,505 | -$1,733 | -$1,733 | |
| 1632.925 FIDELITY INTERM TRS BD-INS PR | 2021-02-12 | 2022-11-08 | $15,333 | $18,893 | -$3,560 | -$3,560 | |
| 436.976 CLEARBRIDGE LARGE CAP VALUE I | 2022-02-08 | 2022-11-08 | $15,849 | $17,406 | -$1,557 | -$1,557 | |
| 177.978 CLEARBRIDGE LARGE CAP VALUE I | 2021-11-05 | 2022-11-08 | $6,455 | $7,322 | -$867 | -$867 | |
| 22.203 T ROWE PRICE INTERNATIONAL DISCOVERY - I | 2022-01-14 | 2022-11-08 | $1,248 | $1,774 | -$526 | -$526 | |
| 41.472 T ROWE PRICE INTERNATIONAL DISCOVERY - I | 2020-07-30 | 2022-11-08 | $2,332 | $3,151 | -$819 | -$819 | |
| 627.149 VANGUARD SHORT-TERM CORP BD INX ADM | 2022-09-07 | 2022-11-08 | $12,625 | $13,278 | -$653 | -$653 | |
| 342.858 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-12 | 2022-11-08 | $6,902 | $7,752 | -$850 | -$850 | |
| 1021.085 VANGUARD M/B SEC INDX-ADM | 2022-09-13 | 2022-11-08 | $18,043 | $19,713 | -$1,670 | -$1,670 | |
| 2654.207 VANGUARD M/B SEC INDX-ADM | 2021-02-12 | 2022-11-08 | $46,900 | $57,278 | -$10,378 | -$10,378 | |
| 1871. ISHARES CORE US AGGREGATE BOND ETF | 2022-11-08 | 2022-12-13 | $185,884 | $177,081 | $8,803 | $8,803 | |
| 592. ISHARES S&P 500 GROWTH INDEX FUND | 2022-11-08 | 2022-12-22 | $34,529 | $35,020 | -$491 | -$491 | |
| 137. ISHARES S&P 500 VALUE INDEX FUND | 2022-11-08 | 2022-12-22 | $19,651 | $19,892 | -$241 | -$241 | |
| 98. ISHARES CORE MSCI EMERGING MARKETS | 2022-11-08 | 2022-12-22 | $4,561 | $4,437 | $124 | $124 | |
| 116. SCHWAB INTL SMALL CAP EQUITY ETF | 2022-11-08 | 2022-12-22 | $3,608 | $3,562 | $46 | $46 | |
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,503 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $642 | OverpaymentAmt |
| Applied To ES Tax | $88 | AppliedToESTaxAmt |
| Refund | $554 | RefundAmt |
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 | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045992191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701397727 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 POYDRAS ST STE 3100 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701397727 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $7,572 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $430,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $461,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $461,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $454,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,705 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,705 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86 | TotalTaxAmt |
| Distributable Before Adj | $22,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,619 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,760 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,760 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $49 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTRAL BAPTIST CHURCH | BusinessNameLine1Txt |
| Business Name Line2 | ATTN LEE OLESON TREASURER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 903 AVENUE B | AddressLine1Txt |
| City | PORT NECHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77651 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $15,966 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,966 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,911 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $395,917 | BookValueAmt |
| EOYFMV | $407,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJUSTMENT | $136 |
| BASIS ADJUSTMENT | $375 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $570 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $728 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $51 | $51 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $9 | $9 | $0 |