2023-12-18T09:32:28-06:00 2023-03-31 721074180 MURPHY & NORTH APAC 935 GRAVIER STREET SUITE 1820 NEW ORLEANS LA 70112 990PF 2022-04-01 237336090 KEMPER AND LEILA WILLIAMS FOUNDATION INC KEMP 5045567659 533 ROYAL STREET NEW ORLEANS LA 70130 MICHAEL COHN CHIEF FINANCIAL OFFICER 5045567659 2023-11-08 MICHAEL COHN 999009999 0 Earl North P00069141 5045860050 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 518581452 X 1442318 136094 136094 136094 7532034 7532034 7532034 281954 281954 281954 173590 2693740 89123199 2693740 0 709451 363214 346237 346237 612365 469120 612365 13044742 11112942 8908684 913000 112500 112500 800500 7963735 0 224971 7738764 1744160 5625 304386 1439774 34322 0 0 34322 52542 0 0 52542 1020972 990558 1004916 16056 781914 40730 40730 741184 19000 0 0 19000 114523 0 4107 110416 305502 0 0 305502 7968604 774758 887921 7080683 20918274 1924171 2579531 18338743 46033 46033 20964307 1924171 2579531 18384776 -7919565 9188771 6329153 29598915 2649352 2649352 1078738 10279247 10279247 233235 289420 289420 37791360 24072828 23212922 277674806 273235026 281479636 60521694 81032285 76173351 4103472 4103472 4103472 4838092 15812912 22462511 30892417 70197245 70171235 70197245 40808260 44824281 45447416 47958755 541810648 533768802 518581452 138130 15849 138130 15849 X 541672518 533752953 541672518 533752953 541810648 533768802 541672518 -7919565 0 533752953 0 533752953 PUBLICLY TRADED SECURITIES P 34580578 38551698 -3971120 -3971120 PUBLICLY TRADED SECURITIES P 52344261 47877761 4466500 4466500 SHORT-TERM GAINS FROM PASS-THROUGH ENTITIES P 52381 52381 52381 LONG-TERM GAINS FROM PASS-THROUGH ENTITIES P 2145979 2145979 2145979 2693740 -3918739 127724 0 127724 0 127724 149737 0 0 0 149737 X 0 22013 22013 0 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 300000 15000 0 TOD SMITH 127 PINEHURST DR NEW ORLEANS LA 70131 DIRECTOR 5.00 40000 0 0 MICHAEL COHN 2806 URSULINES AVE NEW ORLEANS LA 70119 CHIEF FINANCIAL OFFICER 40.00 225000 11250 0 MAYRA PINEDA 1515 POYDRAS STREET NEW ORLEANS LA 70112 DIRECTOR 5.00 48000 0 0 ALFRED LEMMON 1512 MARENGO STREET NEW ORLEANS LA 70115 DIR, WMS RESEARCH CT 40.00 177842 8892 0 HEATHER HODGES 1325 ANNUNCIATION ST 342 NEW ORLEANS LA 70130 DIR.,EXT/INT RELATIO 40.00 152250 7613 0 JASON WIESE 1011 JOLIET ST NEW ORLEANS LA 70118 CHIEF CURATOR 40.00 150000 7500 0 JACK PRUITT 205 RUE SAINT ANN METAIRIE LA 70005 DIR., DEVELOPMENT 40.00 147484 7374 0 JESSICA DORMAN 3716 CAMP ST NEW ORLEANS LA 70115 DIR., PUBLICATIONS 40.00 142962 7148 0 85 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 - SIX MAJOR EXHIBITIONS INCLUDING: SPANISH NEW ORLEANS & THE CARIBBEAN;NOTRE-DAME DE PARIS:THE AUGMENTED EXHIBITION;MAKING MARDI GRAS;BACKSTAGE AT A STREETCAR NAMED DESIRE;ROBERT TANNEN'S JACKSON SQUARE;FRENCH QUARTER LIFE:PEOPLE AND PLACES OF THE VIEUX CARRE'.2. OTHER EXHIBITIONS-FOUR, INCLUDING FIT FOR A KING:THE REX ARCHIVES AT THNOC;PIECES OF HISTORY (TRAVELING VERSION); PAUL NINAS PARADE MURAL AND SELECTED CARNIVAL ART;LOUISIANA SITES & CITIZENS;PURCHASED LIVES:NEW ORLEANS AND THE DOMESTIC SLAVE TRADE.3. PROGRAMS - TWENTY-EIGHT PUBLIC PROGRAMS INCLUDING CONFERENCES, LECTURES, RECEPTIONS, FILM SCREENINGS, CONCERTS AND VIRTUAL PROGRAMMING.4. PUBLICATIONS-PERIODICALS AND BOOKS-TENNESSEE WILLIAMS ANNUAL REVIEW.5. EDUCATIONAL OUTREACH-2 VIRTUAL FIELD TRIPS;98 ON-SITE AND OFF-SITE FIELD TRIPS;6 EDUCATOR WORKSHOPS;13 INTERNS; ONE ESSAY CONTEST; AND, THREE COMMUNITY AND FAMILY DAYS..6. 64,447 VISITORS 18338743 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. 32533 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 404355773 11366625 6449795 422172193 0 0 422172193 6332583 415839610 20791981 X 18384776 0 472476 18857252 1999-11-15 X 6329153 4523019 11431037 8757882 31041091 5379780 3844566 9716381 7444200 26384927 18857252 17344049 14327792 20334716 70863809 0 0 0 0 0 18857252 17344049 14327792 20334716 70863809 0 0 13861321 16097828 13961453 13118562 57039164 0 0 0 0 X KATHRYN OLIVARIUS 2500 COLUMBIA ST APT 105 PALO ALTO CA 94304 NONE N/A AWARD BEST PUBLISHED WORK ON LOUISIANA HISTORY. 1500 SUSAN PENMAN 854 LOUISE CIRCLE APT C DURHAM NC 27705 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 ELOY DE GUZMAN ROMERO BLANCO 311 1/2 45TH STREET PITTSBURGH PA 15201 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 WILLIAM D JONES 1128 RUTLAND STREET HOUSTON TX 77008 NONE N/A FELLOWSHIP AWARDED TO SCHOLARS PURSUING RESEARCH PROJECTS. 4000 ST MARY PARISH POLICE JURY 195 BURNS POINT LANE FRANKLIN LA 70538 NONE NONE ASSIST IN FUNDING OF PARK OPERATIONS 32533 46033 0 ADMISSIONS 5677 BOOK SALES/PRODUCT ROY 18043 DUPLICATION FEES 12166 SPECIAL EVENTS 106309 OTHER INCOME 1050 14 136094 14 7532034 16 232588 -58998 14 469120 18 2693740 346237 0 11063576 430484 11494060 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 DR DANA GARVEY 4616 25TH AVENUE NE 422 SEATTLE WA 98105 10250 X 2 MR AND MRS FREDRIC J FIGGE II PO BOX 338 WAKEFIELD LA 70784 5000 X 3 VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 028899509 10000 X 4 MRS FRANK W MASSON 933 Saint Philip St NEW ORLEANS LA 701162407 50000 X 5 THE HELIS FOUNDATION 201 St Charles Ave SUITE 2600 NEW ORLEANS LA 701703100 75000 X 6 MOYSE FAMILY FOUNDATION PO BOX 65206 BATON ROUGE LA 708965206 5000 X 7 MR AND MRS TERRY MCFILLEN 116 WOODSBORRO DRIVE LAFAYETTE LA 70508 10788 X 8 CAHN FAMILY FOUNDATION PO BOX 52005 NEW ORLEANS LA 701522005 5000 X 9 LOUISE H MOFFETT FAMILY FOUNDATION 3300 WEST ESPLANADE AVENUE S SUITE METAIRIE LA 70002 5000 X 10 ESTATE OF MARJORIE MONROE COLOMB 7543 RIENZI BOULEVARD BATON ROUGE LA 708091123 10000 X 11 MS E ALEXANDRA STAFFORD AND MR RAYM 505 NORTHLINE METAIRIE LA 70005 25000 X 12 FITZPATRICK FOUNDATION 1437 WASHINGTON AVE NEW ORLEANS LA 70130 12500 X 13 JP MORGAN CHASE & CO 201 St Charles Ave28TH FLOOR NEW ORLEANS LA 701701000 8350 X 14 THE DERBES FOUNDATION 18166 SE VILLAGE CIRCLE TEQUESTA FL 33469 10000 X 15 LAURA SIMON NELSON 1708 APPLEWOOD DRIVE BATON ROUGE LA 70808 60000 X 16 EDWARD TOLEDANO 1429 AUGUSTA STREET GREENVILLE SC 29605 25000 X 17 FENELLA 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