EYE EAR NOSE & THROAT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EYE EAR NOSE & THROAT FOUNDATION (EIN 72-0928511)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349103563
- 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 Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:07:18-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720928511 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eye Ear Nose & Throat Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EYEE | BusinessNameControlTxt |
| Phone | 5048288301 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Veterans Boulevard 702 | AddressLine1Txt |
| City | Metairie | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William F Finegan | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William F | PersonFirstNm |
| Person Last | Finegan | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $78,213,735 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,597 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,597 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $563,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $563,896 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $563,896 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,988,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,448,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,988,546 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $216,403 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,753,335 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,753,335 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,307,374 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,307,374 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $781,896 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $171,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $92,520 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $78,680 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $70,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $83,516 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,743 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,773 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,250 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $499,084 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $498,052 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,032 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $134,952 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $208 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,682 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,244 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,438 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,706 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $680 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,026 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $735 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $293 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $442 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,472 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,815 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,023,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $660,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,206 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,146,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,145,720 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,170,258 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $660,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,373,926 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,137,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,646,912 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $781,896 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,525 | CashBOYAmt |
| Cash EOY | $1,343,462 | CashEOYAmt |
| Cash EOYFMV | $1,343,462 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $172,009 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $171,795 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $171,795 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,050 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,476 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,476 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $41,491,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,032,161 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,689,635 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $43,630 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $43,630 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $43,630 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $114,600 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $6,702,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,042,232 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,886,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,497,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,640,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $78,213,735 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $116,750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $121,608 | AccountsPayableEOYAmt |
| Grants Payable BOY | $156,519 | GrantsPayableBOYAmt |
| Grants Payable EOY | $157,645 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $273,269 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $279,253 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,224,387 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,361,503 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,224,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,361,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,497,656 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,640,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,224,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,137,116 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,361,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $52,361,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Villere & Company | P | 2020-03-09 | 2021-02-03 | $1,328,751 | $1,112,348 | $216,403 | $216,403 |
| Villere & Company | P | 2000-01-01 | 2021-12-31 | $6,863,056 | $4,407,333 | $2,455,723 | $2,455,723 |
| Eagle | P | 2000-01-01 | 2021-12-31 | $6,256,847 | $3,940,427 | $2,316,420 | $2,316,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,988,546 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $216,403 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,392 | SubtotalAmt |
| Tax Based On Investment Income | $92,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,773 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $97,773 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $5,373 | OverpaymentAmt |
| Applied To ES Tax | $5,373 | AppliedToESTaxAmt |
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 |
| Website Address | None | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5048288301 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Veterans Boulevard 702 | AddressLine1Txt |
| City | Metairie | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700053035 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Ashley S Bright | |||||||
| 1010 Falcon Road | Metairie | LA | 70005 | Trustee | 0.00 | $0 | |
| John D Charbonnet | |||||||
| 170 Walnut Street Apartment 7C | New Orleans | LA | 70118 | Trustee | 0.00 | $0 | |
| Michael D Charbonnet | |||||||
| 830 Union Street Suite 200 | New Orleans | LA | 70112 | Vice-Chairman | 0.00 | $17,000 | |
| R Foster Duncan | |||||||
| 201 St Charles Avenue 2537 | New Orleans | LA | 70170 | Treasurer | 0.00 | $0 | |
| William F Finegan | |||||||
| 111 Veterans Boulevard 702 | Metairie | LA | 70005 | Executive Dir. | 30.00 | $102,700 | $51,500 |
| Katherine Gibert | |||||||
| 601 Poydras Street Suite 1855 | New Orleans | LA | 70130 | Trustee | 0.00 | $0 | |
| Charles N Monsted III | |||||||
| 302 Betz Place | Metairie | LA | 70005 | Trustee | 0.00 | $0 | |
| Morgan S Nalty | |||||||
| 639 Loyola Avenue Suite 2775 | New Orleans | LA | 70113 | Trustee | 0.00 | $0 | |
| Michele Reed | |||||||
| 243 Livingston Place | Metairie | LA | 70005 | Trustee | 0.00 | $0 | |
| St Denis J Villere | |||||||
| 601 Poydras Street Suite 1808 | New Orleans | LA | 70130 | Chairman | 0.00 | $0 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joan S Ureta | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3224 Range Court | AddressLine1Txt |
| City | Mandeville | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 704488494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Dir. of Admin | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $70,000 | CompensationAmt |
| Employee Benefits | $51,500 | EmployeeBenefitsAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| St Denis J Villere & Co | |||||
| 601 Poydras Street Suite 1808 | New Orleans | LA | 70130 | Investment Management | $226,550 |
| Eagle Capital Management | |||||
| 400 Park Avenue | New York | NY | 10028 | Investment Management | $246,102 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $76,188,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,077,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $122,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $77,388,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $77,388,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,160,825 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $76,227,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,811,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,811,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,392 | TotalTaxAmt |
| Distributable Before Adj | $3,718,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,718,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,718,983 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,373,926 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,373,926 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,718,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $474,909 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,373,926 | QualifyingDistributionsAmt |
| Applied To Year1 | $474,909 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,899,017 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,819,966 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Eye Ear Nose Throat Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Veterans Boulevard Suite 702 | AddressLine1Txt |
| City | Metairie | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5048288301 | RecipientPhoneNum |
| Form And Info And Materials | None specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Eye and ear care for residents of Southeast Louisiana | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Payment for Medical Supplies | |||||||
| 111 Veterans Boulevard | Metairie | LA | 70005 | None | NC | General Charitable Purpose | $412,399 |
| Payments to Medical Providers | |||||||
| 111 Veterans Boulevard | Metairie | LA | 70005 | None | NC | General Charitable Purpose | $344,079 |
| New Orleans Speech and Hearing Cent | |||||||
| 1636 Toledano Street | New Orleans | LA | 70115 | None | PC | General Charitable Purpose | $760,790 |
| Daughters of Charity Health Clinic | |||||||
| 3201 South Carrollton Avenue | New Orleans | LA | 70118 | None | PC | General Charitable Purpose | $18,622 |
| Ochsner Clinic Foundation | |||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | None | PC | General Charitable Purpose | $326,190 |
| Louisiana State University Health C | |||||||
| 433 Bolivar Street | New Orleans | LA | 70112 | None | PC | General Charitable Purpose | $53,070 |
| New Orleans Academy of Ophthalmolog | |||||||
| 8131 Oak Street 300 | New Orleans | LA | 70118 | None | PC | General Charitable Purpose | $50,000 |
| YMCA | |||||||
| 1050 S Jefferson Davis Pkwy | New Orleans | LA | 70125 | None | PC | General Charitable Purpose | $25,000 |
| University of Holy Cross | |||||||
| 4123 Woodland Drive | New Orleans | LA | 70131 | None | PC | General Charitable Purpose | $79,070 |
| Methodist Health System Foundation | |||||||
| 360 Oak Harbor Boulevard | Slidell | LA | 70458 | None | PC | General Charitable Purpose | $14,000 |
| EICOSANOID Research Foundation | |||||||
| 5101 Cass Avenue Ste 431 | Detroit | MI | 48202 | None | PC | General Charitable Purpose | $25,000 |
| Second Harvest Food Bank | |||||||
| 700 Edwards Avenue | New Orleans | LA | 70123 | None | PC | General Charitable Purpose | $5,000 |
| St Andrew Episcopal School | |||||||
| 8012 Oak Street | New Orleans | LA | 70118 | None | PC | General Charitable Purpose | $10,000 |
| Catholic Charities Diocese of Owens | |||||||
| 600 Locust Street | Owensboro | KY | 42301 | None | PC | General Charitable Purpose | $5,000 |
| Jesuits USA Central Southern Provin | |||||||
| 4511 West Pine Boulevard | St Louis | MO | 63108 | None | PC | General Charitable Purpose | $5,000 |
| Lighthouse Louisiana | |||||||
| 123 State Street | New Orleans | LA | 70118 | None | PC | General Charitable Purpose | $10,000 |
| WRBH Radio for the Blind | |||||||
| 3606 Magazine Street | New Orleans | LA | 70115 | None | PC | General Charitable Purpose | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,145,720 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Payment for Medical Supplies | |||||||
| 111 Veterans Boulevard | Metairie | LA | 70005 | None | NC | General Charitable Purpose | $33,637 |
| Payments to Medical Providers | |||||||
| 111 Veterans Boulevard | Metairie | LA | 70005 | None | NC | General Charitable Purpose | $51,382 |
| New Orleans Speech and Hearing Cent | |||||||
| 1636 Toledano Street | New Orleans | LA | 70115 | None | PC | General Charitable Purpose | $71,626 |
| Daughters of Charity Health Clinic | |||||||
| 3201 South Carrollton Avenue | New Orleans | LA | 70118 | None | PC | General Charitable Purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $157,645 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,597 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563,896 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,988,546 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Green Turtle Partners, LP 72-1478452 | 14 | $1,689,274 |
| Oil and Gas Royalties | 15 | $63,236 |
| Settlement of Class Action Securities | 18 | $825 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,307,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,307,374 | TotalIncomeProducingActyAmt |
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 | Accounting | CategoryTxt |
| Amt | $10,250 | Amt |
| Net Investment Income | $10,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $43,630 | CostOrOtherBasisAmt |
| Book Value | $43,630 | BookValueAmt |
| EOYFMV | $114,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rental Expenses | Desc |
| Revenue And Expenses Per Books | $31,287 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,472 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,815 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Green Turtle Partners, LP 72-1478452 | $1,689,274 | $1,689,274 |
| Oil and Gas Royalties | $63,236 | $63,236 |
| Settlement of Class Action Securities | $825 | $825 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Other Professional Fees | CategoryTxt |
| Amt | $499,084 | Amt |
| Net Investment Income | $498,052 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,032 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Federal Tax | $134,744 | |
| Real Estate | $208 | $208 |