CHARLES L SAINT MEMORIAL SCHOLARSHIP FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES L SAINT MEMORIAL SCHOLARSHIP FUND (EIN 72-1337866)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-09
- IRS object ID
- 202203139349102185
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T16:00:26-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721337866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES L SAINT MEMORIAL SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | 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 | 2022-10-26 | 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 | 2022-10-26 | 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 | $155,647 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,830 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $26,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,680 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,010 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $670 | 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 | $101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | 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 | $3,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,203 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,203 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,349 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,287 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,922 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,922 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $131,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $140,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $142,725 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $138,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $138,449 | CapitalStockBOYAmt |
| Capital Stock EOY | $153,784 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,349 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $153,798 | SubtotalAmt |
| Other Decreases | $14 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $153,784 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 65.584 COHEN & STEERS GL INFR-I | 2020-07-30 | 2021-08-02 | $1,515 | $1,374 | $141 | $141 | |
| 20.665 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2021-08-02 | $646 | $312 | $334 | $334 | |
| 67.456 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2021-08-02 | $655 | $656 | -$1 | -$1 | |
| 57.635 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2021-08-02 | $619 | $621 | -$2 | -$2 | |
| 22.213 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2021-08-02 | $255 | $255 | |||
| 217.371 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-07-30 | 2021-08-02 | $4,630 | $3,492 | $1,138 | $1,138 | |
| 5.011 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2021-08-02 | $113 | $113 | |||
| 29.11 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2021-08-02 | $625 | $627 | -$2 | -$2 | |
| 15.658 DELAWARE SMALL CAP CORE FUND - INS | 2020-03-20 | 2021-11-04 | $541 | $237 | $304 | $304 | |
| 108.054 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2021-11-04 | $1,033 | $1,050 | -$17 | -$17 | |
| 101.034 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2021-11-04 | $1,075 | $1,089 | -$14 | -$14 | |
| 26.095 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2021-11-04 | $292 | $299 | -$7 | -$7 | |
| 25.207 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2021-11-04 | $547 | $316 | $231 | $231 | |
| 23.303 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2021-11-04 | $810 | $382 | $428 | $428 | |
| 26.274 NUANCE MID CAP VALUE - INST | 2020-03-20 | 2021-11-04 | $402 | $257 | $145 | $145 | |
| 8.871 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2021-11-04 | $198 | $200 | -$2 | -$2 | |
| 56.015 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2021-11-04 | $1,192 | $1,207 | -$15 | -$15 | |
| 111.367 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-01-14 | $3,585 | $2,393 | $1,192 | $1,192 | |
| 18.147 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-12-22 | 2022-01-14 | $572 | $519 | $53 | $53 | |
| 24.392 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-01-14 | $722 | $400 | $322 | $322 | |
| 111.148 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-02-04 | $1,326 | $1,030 | $296 | $296 | |
| 13.179 COHEN & STEERS GL INFR-I | 2020-07-30 | 2022-02-04 | $301 | $263 | $38 | $38 | |
| 91.366 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-02-04 | $836 | $888 | -$52 | -$52 | |
| 108.077 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-02-04 | $1,124 | $1,165 | -$41 | -$41 | |
| 27.752 FIDELITY INTERM TRS BD-INS PR | 2021-02-19 | 2022-02-04 | $300 | $318 | -$18 | -$18 | |
| 46.763 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-02-04 | $809 | $586 | $223 | $223 | |
| 45.015 VANGUARD M/B SEC INDX-ADM | 2021-02-19 | 2022-02-04 | $930 | $970 | -$40 | -$40 | |
| 551.515 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-03-18 | $4,914 | $5,361 | -$447 | -$447 | |
| 32.852 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-03-25 | $364 | $305 | $59 | $59 | |
| 15.855 DELAWARE SMALL CAP CORE FUND - INS | 2020-12-21 | 2022-03-25 | $469 | $252 | $217 | $217 | |
| 118.289 FEDERATED HERMES KAUFMANN LARGE CAP FUND | 2020-03-20 | 2022-03-25 | $3,596 | $2,542 | $1,054 | $1,054 | |
| 133.015 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-12-22 | 2022-03-25 | $4,182 | $2,730 | $1,452 | $1,452 | |
| 34.369 LAZARD INTERNATIONAL EQUITY PORT - INST | 2020-03-20 | 2022-03-25 | $575 | $431 | $144 | $144 | |
| 28.356 MFS MID CAP GROWTH FUND - I | 2020-03-20 | 2022-03-25 | $790 | $464 | $326 | $326 | |
| 69.281 NUANCE MID CAP VALUE - INST | 2020-12-22 | 2022-03-25 | $963 | $953 | $10 | $10 | |
| 121.735 DFA COMMODITY STRATEGY PORTFOLIO | 2020-03-20 | 2022-05-12 | $724 | $510 | $214 | $214 | |
| 22.131 DFA COMMODITY STRATEGY PORTFOLIO | 2021-08-02 | 2022-05-12 | $132 | $149 | -$17 | -$17 | |
| 39.308 FEDERATED HERMES MDT LARGE CAP VALUE FUN | 2020-03-20 | 2022-05-12 | $1,125 | $722 | $403 | $403 | |
| 66.512 FEDERATED HERMES INTERMEDIATE FD#303 CO | 2021-02-19 | 2022-05-12 | $572 | $647 | -$75 | -$75 | |
| 55.731 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-05-12 | $564 | $601 | -$37 | -$37 | |
| 52.003 NUANCE MID CAP VALUE - INST | 2020-12-22 | 2022-05-12 | $688 | $609 | $79 | $79 | |
| 3.529 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-05-12 | $74 | $80 | -$6 | -$6 | |
| 258.144 CAUSEWAY EMERGING MARKETS FUND - INST | 2020-03-20 | 2022-06-08 | $2,726 | $2,393 | $333 | $333 | |
| 130.05 FIDELITY S/T TRSRY BND-INS PR | 2021-02-19 | 2022-06-13 | $1,294 | $1,402 | -$108 | -$108 | |
| 5.928 VANGUARD SHORT-TERM CORP BD INX ADM | 2021-02-19 | 2022-06-13 | $122 | $134 | -$12 | -$12 | |
| . DFA COMMODITY STRATEGY PORTFOLIO | 2022-06-14 | $6 | $6 | $6 | |||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P | |||||
| CAPITAL GAIN DIVIDENDS | $11,601 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,830 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $132 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $206 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 |
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 | $2,680 | 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 | $168,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,014 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,014 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $338 | TotalTaxAmt |
| Distributable Before Adj | $8,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,380 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,873 | 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 | $8,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,202 | 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 | $8,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,202 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,671 | 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 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,709 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH MORGAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 580 | AddressLine1Txt |
| City | ELIZABETH | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70638 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3186345341 | RecipientPhoneNum |
| Form And Info And Materials | ALL MEMBERS OF THE GRADUATING CLASS OF EIZABETH HIGH SCHOOL ARE ELIGIBLE AND RECIPIENTS ARE SELECTED BY A MAJORITY VOTE OF THE SCHOOL FACULTY. FORMAL APPLICATIONS NOT NECESSARY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | BENEFICIARY MUST BE A GRADUATE OF ELIZABETH HIGH SCHOOL, ELIZABETH LA. REGISTERED AS A FULL TIME STUDENT IN AN ACCREDITED COLLEGE/UNIVERSITY BE IN GOOD STANDING BOTH ACADEMICALLY AND SOCIALLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| SOWELA TECHNICAL COMMUNITY COLLEGE- | ||||||||
| BRYCEN K CLOUD | 3820 SEN J BENNETT JOHNSTON AVE | LAKE CHARLES | LA | 70615 | NONE | PC | SCHOLARSHIP | $2,401 |
| UNIVERSITY OF LA AT LAFAYETTE- NATHAN | ||||||||
| PAUL | PO BOX 44444 | LAFAYETTE | LA | 70504 | NONE | PC | SCHOLARSHIP | $2,401 |
| UNIVERSITY OF LOUISIANA MONROE- LAUREN F | ||||||||
| FEE | 700 UNIVERSITY AVE | MONROE | LA | 71209 | NONE | PC | SCHOLARSHIP | $2,401 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,203 | 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 | $6,503 | 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 | $19,830 | 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 | $26,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,333 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| FIXED INCOME |
| EQUITIES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING DIFFERENCES | Desc |
| Amt | $14 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $65 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $30 | $30 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $6 | $6 | $0 |