HUEY AND ANGELINA WILSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HUEY AND ANGELINA WILSON FOUNDATION (EIN 58-1714586)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349103385
- Schema version
- 2021v4.2
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:32:12-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 301 MAIN STREET SUITE 2150 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581714586 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUEY & ANGELINA WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUEY | BusinessNameControlTxt |
| Phone | 2252921344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4463 BLUEBONNET BOULEVARD SUITE A | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BEACH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2252921344 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | BEACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN HOOKS | PreparerPersonNm |
| PTIN | P00746825 | PTIN |
| Phone | 2253444000 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $180,086,901 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,278 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,278 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,070,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,070,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,255,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,680,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,255,598 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$272,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$337,757 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,078,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,012,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $256,736 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,184 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $128,368 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $429,053 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,163 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $353,919 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $123,581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $61,791 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $61,791 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $428,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $397,314 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,275 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $518,612 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $57,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,750 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,654 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,654 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,771 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,543 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,907,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $538,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $684,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,281,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,246,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,189,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $538,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,931,384 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,888,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,473,501 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,275,617 | CashBOYAmt |
| Cash EOY | $6,173,229 | CashEOYAmt |
| Cash EOYFMV | $6,173,229 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,198,565 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,198,565 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,198,565 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $484,708 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $147,922,685 | CorporateStockBOYAmt |
| Corporate Stock EOY | $170,396,746 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $170,396,746 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,062,620 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,270,785 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,270,785 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $139,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,165 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $42,107 | LandBOYAmt |
| Land EOY | $42,653 | LandEOYAmt |
| Land EOYFMV | $42,653 | LandEOYFMVAmt |
| Other Assets BOY | $4,923 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,923 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,923 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $165,792,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,086,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,086,901 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,070 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,273 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,070 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,273 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $45,848,189 | CapitalStockBOYAmt |
| Capital Stock EOY | $45,848,189 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $119,940,401 | RetainedEarningBOYAmt |
| Retained Earning EOY | $134,221,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,788,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $180,069,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,792,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $180,086,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,788,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,888,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,392,402 | OtherIncreasesAmt |
| Subtotal | $180,069,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $180,069,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SUNTRUST LONG TERM COVERED | P | 2018-01-01 | 2021-12-31 | $150,267,765 | $137,398,147 | $12,869,618 | $12,869,618 |
| CALIM BRIDGE PARTNERS II | P | 2018-01-01 | 2021-12-06 | $500,000 | $838,931 | -$338,931 | -$338,931 |
| PIEDMONT PARTNERS LP | P | 2018-01-01 | 2021-12-31 | $713,674 | $713,674 | $713,674 | |
| PETROLEUM TOWER OF LAFAYETTE | P | 2018-01-01 | 2021-12-31 | $2,198,565 | $2,187,328 | $11,237 | $11,237 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,255,598 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $201,182 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $201,182 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $201,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $265,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,818 | OverpaymentAmt |
| Applied To ES Tax | $63,818 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HAWILSONFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID BEACH | IndividualWithBooksNm |
| Phone | 2252921344 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4463 BLUEBONNET BOULEVARD SUITE A | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONNA M SAURAGE | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREA DOMING | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENVER C WILSON | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| J GERARD JOLLY | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JH CAMPBELL JR | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CORNELIUS A LEWIS | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVID BEACH | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | PRESIDENT | 20.00 | $199,548 | $19,500 | $30,384 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JAN ROSS | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | EMPLOYEE | 40.00 | $166,457 | $16,191 | $32,655 |
| TRISTI CHARPENTIER | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | EMPLOYEE | 40.00 | $99,992 | $9,718 | $19,472 |
| STEPHANIE ROSS | ||||||||
| 4463 BLUEBONNET BOULEVARD SUITE A | BATON ROUGE | LA | 70809 | EMPLOYEE | 40.00 | $45,109 | $4,410 | $6,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNTRUST BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 PEACHTREE STREET NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $397,314 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GULF COAST HOUSING PARTNERSHIP: BELOW MARKET LOAN TO SUPPORT EARLY STAGE FINANCING FOR AFFORDABLE HOUSING DEVELOPMENTS AND HOMELESSNESS SERVICES IN THE GREATER BATON ROUGE, LA AREA. | Description1Txt |
| Expenses1 | $750,000 | Expenses1Amt |
| Total | $750,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $162,418,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,371,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,974,452 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,764,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,764,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,606,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,157,701 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,557,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,557,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $201,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $201,182 | TotalTaxAmt |
| Distributable Before Adj | $8,356,703 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $251,230 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,607,933 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,607,933 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,931,384 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $750,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,681,384 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,607,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,362,275 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,681,384 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,362,275 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,319,109 | 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 | $4,288,824 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ON-LINE SUBMISSION ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N/A | AddressLine1Txt |
| City | NA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9999999999 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | ON-LINE SUBMISSION ONLY REQUESTS WILL BE ACCEPTED ONLY THROUGH ON-LINE SUBMISSION AT WWW.HAWILSONFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ON-LINE SUBMISSION ONLY GRANT REQUESTS ARE DUE THE 4TH FRIDAY OF FEBRUARY & AUGUST OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ON-LINE SUBMISSION ONLY THE FOUNDATION WILL CONSIDER GRANT APPLICATIONS ONLY FROM 501(C)(3) ORGANIZATIONS WHO SERVE THE GREATER BATON ROUGE AREA OR WITH STATEWIDE FOCUS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 BLACK MEN OF METROPOLITIAN BATON ROUGE LTD | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| 100 BLACK MEN OF METROPOLITIAN BATON ROUGE LTD | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| AIDS HEALTH CARE FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $5,000 |
| ALZHEIMER'S SERVICES OF THE CAPITAL AREA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN CANCER SOCIETY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| AMERICAN NATIONAL RED CROSS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| AMIKIDS BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| ARC BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| BATON ROUGE AREA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| BATON ROUGE AREA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $29,000 |
| BATON ROUGE AREA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| BATON ROUGE CHILDREN'S ADVOCACY CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| BATON ROUGE EARLY CHILDHOOD EDUCATION COLLAB | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| BATON ROUGE YOUTH COALITION INC (BRYC) | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| BATON ROUGE ZION CITY & GLEN OAKS CHD | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $40,000 |
| BIG BUDDY PROGRAM | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $32,500 |
| BIG BUDDY PROGRAM | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $40,000 |
| BOYS & GIRLS CLUB OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $7,500 |
| CAAH | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| CANCER SERVICES OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| CAPITAL AREA FAMILY JUSTICE CENTER INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| CAPITAL AREA FAMILY VIOLENCE INTERVENTION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| CAPITAL AREA FAMILY VIOLENCE INTERVENTION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $10,000 |
| CAPITAL AREA FAMILY VIOLENCE INTERVENTION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $34,400 |
| CAPITAL AREA UNITED WAY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $100,000 |
| CAPITAL AREA UNITED WAY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $162,500 |
| CAREER COMPASS OF LOUISIANA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $41,000 |
| CATHOLIC CHARITIES - DIOCESE OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $75,000 |
| CENTER FOR DEVELOPMENT AND LEARNING | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| CENTER FOR DEVELOPMENT AND LEARNING | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| CENTER FOR PLANNING EXCELLENCE INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $49,500 |
| CENTER FOR PLANNING EXCELLENCE INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $49,000 |
| CHILDREN'S HEALTH FUND | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| CHRISTIAN OUTREACH CENTER OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $20,000 |
| CHURCH UNITED FOR COMMUNITY DEVELOPMENT | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $60,000 |
| CHURCH UNITED FOR COMMUNITY DEVELOPMENT | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $80,000 |
| CITY YEAR BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| COLLEGIATE ACADEMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $14,000 |
| COMMUNITY INITIATIVES FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| CONVERGENCE CTR FOR POLICY RESOLUTION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| CRESCENT CARE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $5,000 |
| CRISTO REY BATON ROUGE FRANCISCAN HIGH SCHOOL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $10,000 |
| CROSSROADS RECOVERY HOUSE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $15,000 |
| EDUCATION REFORM NOW INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $40,000 |
| EMERGE CENTER INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| EMERGE SCHOOL FOR AUTISM INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $55,000 |
| EMPOWER 225 | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| EMPOWER 225 | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $69,800 |
| EXCEPTIONAL LIVES INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| FAMILY SERVICE OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | BEHAVIORAL HEALTH | $35,000 |
| FAMILY SERVICE OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | BEHAVIORAL HEALTH | $15,000 |
| FOUNDATION ESSENTIALS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $10,000 |
| FOUNDATION FOR EBR SCHOOL SYSTEM | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| GAITWAY THERAPEUTIC HORSEMANSHIP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $14,000 |
| GARDERE INITIATIVE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $39,000 |
| GARDEREE COMMUNITY CHRISTIAN SCHOOL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| GARDEREE COMMUNITY CHRISTIAN SCHOOL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $45,000 |
| GIRL SCOUTS LOUISIANA EAST | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $100 |
| GREATER BATON ROUGE FOOD BANK | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| GREATER BATON ROUGE HOPE ACADEMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| GRIEF RECOVERY CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $20,000 |
| GULF COAST HOUSING PARTNERSHIP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| HABITAT FOR HUMANITY OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $21,000 |
| HEAL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| HOPE MINISTRIES OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| HOPE MINISTRIES OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| INTERFAITH FEDERATION OF GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $21,000 |
| JUSTICE & ACCOUNTABILITY CENTER OF LA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| LA APPLESEED CENTER - LAW AND JUSTICE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $63,500 |
| LA APPLESEED CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $36,200 |
| LA CENTER FOR CHILDRENS RIGHTS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $55,000 |
| LA PARTNERSHIP FOR CHILDREN AND FAMILIES | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $27,000 |
| LANO | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $2,500 |
| LEAN ON ME INCORPORATED | ||||||
| N/A | NA | LA | 78000 | PC | NEW BEGINNINGS | $20,000 |
| LIFE OF A SINGLE MOM | ||||||
| N/A | NA | LA | 78000 | PC | SINGLE MOM HOMEOWNERSHIP INCENTIVE PROGRAM CHALLENGE | $25,000 |
| LOUISIANA ASSOC OF PUBLIC CHARTER SCHOOL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| LOUISIANA CASA ASSOCIATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $13,600 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $10,000 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $15,000 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $10,000 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $10,000 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $12,000 |
| LOUISIANA HEMOPHILIA FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | SCHOLARSHIP REIMBURSEMENTS | $10,000 |
| LOUISIANA KEY ACADEMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $22,600 |
| LOUISIANA LIONS EYE FOUNDATION INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $10,000 |
| LOUISIANA PAROLE PROJECT | ||||||
| N/A | NA | LA | 78000 | PC | PAROLE PROJECT | $52,060 |
| LOUISIANA PAROLE PROJECT | ||||||
| N/A | NA | LA | 78000 | PC | PAROLE PROJECT | $22,940 |
| LOUISIANA RESOURCE CENTER FOR EDUCATORS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $52,500 |
| LRCE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $62,500 |
| MCMAIN'S CHILDREN'S DEVELOPMENT CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| MENTAL HEALTH ASSOCIATION FOR GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $13,765 |
| MENTAL HEALTH ASSOCIATION FOR GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $60,000 |
| MENTAL HEALTH ASSOCIATION FOR GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $60,000 |
| MENTAL HEALTH ASSOCIATION FOR GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $11,235 |
| METROMORPHOSIS | ||||||
| N/A | NA | LA | 78000 | PC | POWER OF COLLECTIVE ACTION NETWORKS | $15,000 |
| METROMORPHOSIS | ||||||
| N/A | NA | LA | 78000 | PC | POWER OF COLLECTIVE ACTION NETWORKS | $25,000 |
| MISSION HEART INC | ||||||
| N/A | NA | LA | 78000 | PC | MISSION HEART HEALTHY RELATIONSHIPS | $12,500 |
| MISSION HEART INC | ||||||
| N/A | NA | LA | 78000 | PC | MISSION HEART HEALTHY RELATIONSHIPS | $31,000 |
| NEW SCHOOLS FOR BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | MISSION SUPPORT | $700,000 |
| NOAIDS TASK FORCE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $87,800 |
| O'BRIEN HOUSE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $40,000 |
| OCHSNER CLINIC FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| OPENING DOORS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| PAR-LA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| POLICY INSTITUTE FOR CHILDREN | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| PRESBYTERIAN CHILDREN'S HOME AND SERVICES | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $10,000 |
| PROPEL AMERICA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $35,000 |
| REBUILDING TOGETHER BATON ROUGE INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $45,000 |
| REBUILDING TOGETHER BATON ROUGE INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $155,000 |
| ROTARY CLUB OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $200 |
| ROTARY CLUB OF BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $90 |
| SALVATION ARMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| SALVATION ARMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $75,000 |
| SEXUAL TRAUMA AWARENESSRESPONSE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $25,000 |
| SOCIALWORX INSTITUTE INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| SOUTHEAST LA LEGAL SERVICES CORP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| SOUTHEASTERN LA UNIVERSITY FNDN | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $68,400 |
| ST JAMES COUNCIL ON AGING | ||||||
| N/A | NA | LA | 78000 | GOV | GENERAL SUPPORT | $15,000 |
| ST LILLIAN ACADEMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $37,000 |
| ST LILLIAN ACADEMY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $32,500 |
| ST VINCENT DE PAUL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $92,000 |
| ST VINCENT DE PAUL | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $55,000 |
| STAND FOR CHILDREN LEADERSHIP CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $18,000 |
| STAND FOR CHILDREN LEADERSHIP CENTER | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $30,000 |
| THE EMERGE CENTER (BR SPEECH AND HEARING) | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $79,700 |
| THE PELICAN INSTITUTE - PUBLIC POLICY | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $40,500 |
| THE TREVOR PROJECT | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $5,000 |
| THE WALLS PROJECT | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| THE WALLS PROJECT | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $100,000 |
| THRIVE FOUNDATION | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $28,700 |
| TOP BOX FOODS LOUISIANA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $46,000 |
| URBAN LEAGUE OF LOUISIANA | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| URBAN RESTORATION ENHANCEMENT CORP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $24,000 |
| URBAN RESTORATION ENHANCEMENT CORP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $32,500 |
| URBAN RESTORATION ENHANCEMENT CORP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $49,500 |
| URBAN RESTORATION ENHANCEMENT CORP | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $20,000 |
| VIA LINK INC | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| VOLUNTEERS OF AMERICA GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $46,000 |
| VOLUNTEERS OF AMERICA GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| VOLUNTEERS OF AMERICA GREATER BATON ROUGE | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $18,900 |
| WHITEBOX FUNDS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $300,000 |
| YOUTH OASIS | ||||||
| N/A | NA | LA | 78000 | PC | GENERAL SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,281,990 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,278 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,070,377 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,255,598 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PETROLEUM TOWER OF LAFAYETTE | 01 | -$349,954 | ||
| HUEY WILSON INTERESTS, INC | 525990 | -$12,454 | ||
| TRUE BRIDGE CAPITAL PARTNERS | 01 | $12,197 | 525990 | $558 |
| ESTATE DISTRIBUTION | 01 | $77,522 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$11,896 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,090,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,078,122 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $123,581 | Amt |
| Net Investment Income | $61,791 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61,791 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SUNTRUST INVESTMENT PORTFOLIOS | StockNm |
| EOY Book Value | $170,396,746 | EOYBookValueAmt |
| EOYFMV | $170,396,746 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MS EMERGING PRIVATE MKTS FUND | FMV | $297,084 | $297,084 |
| EMERGING PRIVATE MKTS FUND I | FMV | $222,780 | $222,780 |
| PIEDMONT PARTNERS OFFSHORE LP | FMV | $921 | $921 |
| PRI-GULF COAST HOUSING PARTNERS | FMV | $750,000 | $750,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $4,923 | BOYBookValueAmt |
| EOY Book Value | $4,923 | EOYBookValueAmt |
| EOYFMV | $4,923 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $5,826 | $1,456 | $0 | $4,370 |
| BANK FEES | $87 | $87 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $19,944 | $0 | $0 | $19,944 |
| COMPUTER/WEB SERVICES | $15,818 | $0 | $0 | $15,818 |
| SUPPLIES | $8,451 | $0 | $0 | $8,451 |
| JANITORIAL SERVICES | $5,800 | $0 | $0 | $2,900 |
| PROFESSIONAL DEVELOPMENT | $12,125 | $0 | $0 | $12,125 |
| TRAINING | $1,859 | $0 | $0 | $1,859 |
| UTILITIES | $6,340 | $0 | $0 | $3,170 |
| MEALS & ENTERTAINMENT | $5,521 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PETROLEUM TOWER OF LAFAYETTE | -$349,954 | -$349,954 | $0 |
| HUEY WILSON INTERESTS, INC | -$12,454 | $0 | $0 |
| TRUE BRIDGE CAPITAL PARTNERS | $12,755 | $12,197 | $0 |
| ESTATE DISTRIBUTION | $77,522 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $7,380,939 |
| BOOK/TAX ADJUSTMENTS | $11,463 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $4,070 | BOYBookValueAmt |
| EOY Book Value | $17,273 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $397,314 | $397,314 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $31,275 | $0 | $0 | $31,275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES PAID | $518,592 | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $20 | $0 | $0 | $0 |