STANLEY WASIL TR UW: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STANLEY WASIL TR UW (EIN 11-6398139)
- Tax period
- 2021-06-01 to 2022-05-31
- Filed
- 2022-10-13
- IRS object ID
- 202222869349100872
- Schema version
- 2021v4.1
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-13T12:00:37-05:00 | ReturnTs |
| Tax Period End | 2022-05-31 | 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 | 2021-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 116398139 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANLEY W WASIL TUW 15110-1120001665 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WASI | BusinessNameControlTxt |
| Phone | 5045867421 | 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 | 5045867421 | PhoneNum |
| Signature | 2022-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8662974127 | PhoneNum |
| Preparation | 2022-10-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $531,132 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,169 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $30,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,390 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,292 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,098 | 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 | $743 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $743 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | 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 |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,941 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,748 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,748 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,979 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,668 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,615 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,482 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,482 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $473,392 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $457,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $498,650 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $476,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $490,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $531,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $476,007 | CapitalStockBOYAmt |
| Capital Stock EOY | $490,094 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $476,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $490,094 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $476,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $490,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $476,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,979 | ExcessRevenueOverExpensesAmt |
| Other Increases | $126 | OtherIncreasesAmt |
| Subtotal | $490,112 | SubtotalAmt |
| Other Decreases | $18 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $490,094 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 111. ISHARES CORE US AGGREGATE BOND ETF | 2020-12-22 | 2021-07-07 | $12,863 | $13,102 | -$239 | -$239 | |
| 49. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-03-04 | 2021-07-07 | $2,277 | $2,297 | -$20 | -$20 | |
| 9. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-07-30 | 2021-07-07 | $418 | $355 | $63 | $63 | |
| 202. ISHARES CORE MSCI EAFE ETF | 2020-12-22 | 2021-07-07 | $15,204 | $13,521 | $1,683 | $1,683 | |
| 110. ISHARES CORE MSCI EMERGING MARKETS | 2021-01-12 | 2021-07-07 | $7,205 | $6,890 | $315 | $315 | |
| 158. SCHWAB INTL SMALL CAP EQUITY ETF | 2021-01-12 | 2021-07-07 | $6,618 | $6,015 | $603 | $603 | |
| 32. VANGUARD REAL ESTATE ETF | 2021-03-03 | 2021-07-07 | $3,316 | $2,783 | $533 | $533 | |
| 113.372 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU | 2020-12-23 | 2021-07-08 | $1,187 | $1,127 | $60 | $60 | |
| 21. ISHARES S&P 500 GROWTH INDEX FUND | 2021-07-07 | 2022-01-10 | $1,641 | $1,461 | $180 | $180 | |
| 153. ISHARES S&P 500 GROWTH INDEX FUND | 2020-03-23 | 2022-01-10 | $11,958 | $5,472 | $6,486 | $6,486 | |
| 8. ISHARES S&P MID-CAP 400 GROWTH ETF | 2021-07-07 | 2022-01-10 | $639 | $649 | -$10 | -$10 | |
| 43. ISHARES S&P MID-CAP 400 GROWTH ETF | 2020-03-23 | 2022-01-10 | $3,434 | $1,580 | $1,854 | $1,854 | |
| 4. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-07-30 | 2022-01-10 | $189 | $158 | $31 | $31 | |
| 12. VANGUARD REAL ESTATE ETF | 2021-03-03 | 2022-01-10 | $1,317 | $1,036 | $281 | $281 | |
| 204.406 DFA COMMODITY STRATEGY PORTFOLIO | 2021-07-08 | 2022-02-02 | $1,067 | $1,333 | -$266 | -$266 | |
| 81.075 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU | 2020-12-23 | 2022-02-02 | $784 | $806 | -$22 | -$22 | |
| 22. ISHARES CORE US AGGREGATE BOND ETF | 2020-12-22 | 2022-02-02 | $2,461 | $2,597 | -$136 | -$136 | |
| 2. ISHARES JPM EMERGING MARKETS BOND ETF | 2020-12-22 | 2022-02-02 | $211 | $230 | -$19 | -$19 | |
| 3. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-07-30 | 2022-02-02 | $143 | $118 | $25 | $25 | |
| 2. ISHARES IBOXX HIGH YIELD CORP BOND ETF | 2021-07-07 | 2022-02-02 | $169 | $176 | -$7 | -$7 | |
| 78. ISHARES CORE MSCI EAFE ETF | 2020-07-30 | 2022-02-02 | $5,664 | $4,647 | $1,017 | $1,017 | |
| 3. ISHARES CORE MSCI EAFE ETF | 2022-01-10 | 2022-02-02 | $218 | $220 | -$2 | -$2 | |
| 9. ISHARES CORE MSCI EMERGING MARKETS | 2020-12-22 | 2022-02-02 | $536 | $539 | -$3 | -$3 | |
| 33. SCHWAB INTL SMALL CAP EQUITY ETF | 2020-12-22 | 2022-02-02 | $1,287 | $1,207 | $80 | $80 | |
| 13. SCHWAB INTL SMALL CAP EQUITY ETF | 2022-01-10 | 2022-02-02 | $507 | $515 | -$8 | -$8 | |
| 307.155 DFA COMMODITY STRATEGY PORTFOLIO | 2021-07-08 | 2022-03-18 | $1,760 | $2,003 | -$243 | -$243 | |
| 41.047 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU | 2020-12-23 | 2022-03-18 | $392 | $408 | -$16 | -$16 | |
| 23. ISHARES CORE S&P 500 ETF | 2022-02-02 | 2022-03-18 | $10,136 | $10,535 | -$399 | -$399 | |
| 18. ISHARES S&P MIDCAP 400 INDEX FUND | 2022-01-10 | 2022-03-18 | $4,793 | $4,880 | -$87 | -$87 | |
| 12. ISHARES TR RUSSELL 2000 INDEX FD | 2021-07-07 | 2022-03-18 | $2,449 | $2,689 | -$240 | -$240 | |
| 18. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-07-30 | 2022-03-18 | $873 | $709 | $164 | $164 | |
| 26. ISHARES CORE MSCI EAFE ETF | 2020-07-30 | 2022-03-18 | $1,779 | $1,549 | $230 | $230 | |
| 10. ISHARES CORE MSCI EMERGING MARKETS | 2020-12-22 | 2022-03-18 | $544 | $599 | -$55 | -$55 | |
| 27. SCHWAB INTL SMALL CAP EQUITY ETF | 2020-12-22 | 2022-03-18 | $1,010 | $988 | $22 | $22 | |
| 4. VANGUARD REAL ESTATE ETF | 2022-02-02 | 2022-03-18 | $426 | $429 | -$3 | -$3 | |
| 219.54 DFA COMMODITY STRATEGY PORTFOLIO | 2021-07-08 | 2022-05-06 | $1,337 | $1,431 | -$94 | -$94 | |
| 164.941 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FU | 2020-12-23 | 2022-05-06 | $1,529 | $1,640 | -$111 | -$111 | |
| 5. ISHARES CORE S&P 500 ETF | 2022-02-02 | 2022-05-06 | $2,055 | $2,282 | -$227 | -$227 | |
| 2. ISHARES S&P MIDCAP 400 INDEX FUND | 2021-07-07 | 2022-05-06 | $493 | $536 | -$43 | -$43 | |
| 8. ISHARES S&P GLOBAL INFRASTRUCTURE ETF | 2020-07-30 | 2022-05-06 | $393 | $315 | $78 | $78 | |
| 1. ISHARES CORE MSCI EAFE ETF | 2020-07-30 | 2022-05-06 | $63 | $60 | $3 | $3 | |
| 5. ISHARES CORE MSCI EMERGING MARKETS | 2020-12-22 | 2022-05-06 | $252 | $300 | -$48 | -$48 | |
| 3. SCHWAB INTL SMALL CAP EQUITY ETF | 2020-12-22 | 2022-05-06 | $102 | $110 | -$8 | -$8 | |
| 5. VANGUARD REAL ESTATE ETF | 2021-03-03 | 2022-05-06 | $498 | $432 | $66 | $66 | |
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P | |||||
| CAPITAL GAIN DIVIDENDS | $701 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,169 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $329 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $329 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,386 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,057 | OverpaymentAmt |
| Applied To ES Tax | $332 | AppliedToESTaxAmt |
| Refund | $725 | 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 | NY | 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 | HANCOCK WHITNEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045867421 | 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 | 70139 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANCOCK WHITNEY BANK | PersonNm |
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 | 70139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $8,390 | 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 | $542,396 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $568,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $568,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $559,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $329 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $329 | TotalTaxAmt |
| Distributable Before Adj | $27,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,653 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,689 | 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 | $9,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,641 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,689 | 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 | $13,952 | Taxable2Amt |
| Undistributed Income CY | $27,653 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 | KOSCIUSZKO FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTN MAREK W SKULIMOWSKI | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100656595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501 C 3 | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $6,748 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,748 | 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 | $17,907 | 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 | $12,169 | 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 | $30,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,076 | 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 | $743 | Amt |
| Disbursements Charitable Prps | $743 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS EQUITY | |||
| EQUITY ETF | |||
| FIXED INCOME ETF | |||
| SEE ATTACHED STATEMENT | AT COST | $457,612 | $498,650 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCE | Desc |
| Amt | $18 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENT | Desc |
| Amt | $126 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $80 | $80 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $36 | $36 | $0 |