HELEN S BARNES TRUST FOR BATON ROUGE AREA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HELEN S BARNES TRUST FOR BATON ROUGE AREA FOUNDATION (EIN 72-6092736)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-08-07
- IRS object ID
- 202512199349101001
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-07T13:01:25-04:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726092736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELEN S BARNES TR FOR BATON ROUGE AREA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2025-07-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2025-07-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,100,097 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $219,887 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $219,887 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $148,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,051,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,437 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,529 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,529 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $369,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,853 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,299 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $25,305 | 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 |
| Other Prof Fees Rev And Expnss | $2,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,523 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $192 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $79,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,305 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,338 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,338 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,593 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $316,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,120 | CashBOYAmt |
| Cash EOY | $21,681 | CashEOYAmt |
| Cash EOYFMV | $21,681 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $68,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,909 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,137,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,950,257 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,330,028 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,545,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,728,784 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,669,572 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOYFMV | $3,907 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,780,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,775,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,100,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,780,378 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,775,631 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,780,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,775,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,780,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,775,631 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,780,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $4,775,640 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,775,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . CASH RECEIPT SECURITIES LITIGATION | 2024-05-06 | $50 | $50 | $50 | |||
| 1. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $79 | 2023-12-04 | $79 | |||
| 1. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $79 | 2023-12-04 | $79 | |||
| 741. VANGUARD INT-TERM CORPORATE | 2024-05-08 | $58,726 | $408 | $408 | 2023-12-04 | $58,318 | |
| . NORWEST CORP | 2024-06-27 | $12 | $12 | $12 | |||
| 976.249 FIDELITY 500 INDEX FUND | 2024-07-11 | $189,363 | $98,669 | $98,669 | 2018-10-24 | $90,694 | |
| 82. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $5,511 | $1,480 | $1,480 | 2018-08-13 | $4,031 | |
| 1. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $67 | $18 | $18 | 2018-08-13 | $49 | |
| 9. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $605 | $163 | $163 | 2018-08-13 | $442 | |
| 5. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $336 | $90 | $90 | 2018-08-13 | $246 | |
| 340. JPMORGAN BETABUILDERS CANADA | 2024-07-11 | $22,825 | $6,300 | $6,300 | $16,525 | ||
| 680. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $41,562 | $2,366 | $2,366 | 2024-02-22 | $39,196 | |
| 191. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $11,674 | $1,597 | $1,597 | $10,077 | ||
| 353. JPMORGAN BETABUILDERS EUROPE ETF | 2024-07-12 | $21,568 | $2,947 | $2,947 | 2023-01-20 | $18,621 | |
| 4434.583 SIX CIRCLES GLOBAL BOND | 2024-08-08 | $37,827 | -$6,226 | -$6,226 | 2020-08-17 | $44,053 | |
| 2074.539 SIX CIRCLES CREDIT OPPORT | 2024-08-08 | $18,401 | -$1,757 | -$1,757 | $20,158 | ||
| 572. VANGUARD TOTAL INTL BOND ETF | 2024-08-08 | $28,350 | -$775 | -$775 | $29,125 | ||
| 332.541 FIDELITY 500 INDEX FUND | 2024-10-01 | $66,133 | $5,665 | $5,665 | $60,468 | ||
| 1967.237 SIX CIRCLES US UNCONSTR EQ | 2024-10-01 | $35,587 | $9,147 | $9,147 | 2023-06-21 | $26,440 | |
| 1981. ISHARES BROAD USD HIGH YIELD | 2024-11-25 | $74,022 | $1,423 | $1,423 | $72,599 | ||
| 7. ISHARES BROAD USD HIGH YIELD | 2024-11-25 | $262 | $6 | $6 | 2024-07-15 | $256 | |
| 1271. JPMORGAN BETABUILDERS EUROPE ETF | 2024-11-25 | $72,629 | $5,597 | $5,597 | $67,032 | ||
| 541. JPMORGAN BETABUILDERS EUROPE ETF | 2024-11-25 | $30,951 | $2,451 | $2,451 | 2023-01-20 | $28,500 | |
| 133. JPMORGAN BETABUILDERS JAPAN ETF | 2024-11-25 | $7,544 | -$90 | -$90 | 2021-01-25 | $7,634 | |
| 355. JPMORGAN BETABUILDERS JAPAN ETF | 2024-11-25 | $20,118 | $859 | $859 | $19,259 | ||
| 50. JPMORGAN BETABUILDERS JAPAN ETF | 2024-11-25 | $2,833 | $110 | $110 | $2,723 | ||
| 6.296 SIX CIRCLES CREDIT OPPORT | 2024-11-25 | $57 | $1 | $1 | 2024-07-16 | $56 | |
| 5723.501 SIX CIRCLES CREDIT OPPORT | 2024-11-25 | $51,626 | -$1,545 | -$1,545 | 2022-06-01 | $53,171 | |
| 2372. VANGUARD LONG-TERM TREASURY ETF | 2024-11-25 | $138,247 | -$111 | -$111 | $138,358 | ||
| . MCKESSON CORP | 2024-12-04 | $15 | $15 | $15 | |||
| . ALEXION PHARMACEUTICALS INC | 2025-01-03 | $16 | $16 | $16 | |||
| . VALEANT PHARMACEUTICALS INTE | 2025-02-10 | $17 | $17 | $17 | |||
| 214.292 FIDELITY INTL INDX | 2025-03-03 | $11,085 | $546 | $546 | 2024-08-08 | $10,539 | |
| 198.098 FIDELITY 500 INDEX FUND | 2025-03-03 | $40,313 | -$951 | -$951 | 2024-11-25 | $41,264 | |
| 225. ISHARES CORE MSCI EAFE ETF | 2025-03-03 | $17,243 | $3,513 | $3,513 | 2017-06-29 | $13,730 | |
| 153. JPMORGAN BETABUILDERS CANADA | 2025-03-03 | $11,030 | $3,637 | $3,637 | 2019-08-26 | $7,393 | |
| 113. JPMORGAN BETABUILDERS DEVELO | 2025-03-03 | $5,628 | -$830 | -$830 | 2021-01-25 | $6,458 | |
| 100. JPMORGAN BETABUILDERS DEVELO | 2025-03-03 | $4,980 | -$735 | -$735 | 2021-01-25 | $5,715 | |
| 632.842 SIX CIRCLES GLOBAL BOND | 2025-03-03 | $5,398 | -$889 | -$889 | 2020-08-17 | $6,287 | |
| 432.876 SIX CIRCLES CREDIT OPPORT | 2025-03-03 | $3,887 | $39 | $39 | 2024-07-16 | $3,848 | |
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P | |||||
| CAPITAL GAIN DIVIDENDS | $15,204 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,628 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,628 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,773 | 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 |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,299 | 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 | $7,186,588 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,476 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,291,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,291,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,182,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $359,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $359,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,401 | TotalTaxAmt |
| Distributable Before Adj | $354,715 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,715 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,715 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,643 | 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 | $320,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,715 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $295,338 | 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 | $320,643 | QualifyingDistributionsAmt |
| Applied To Year1 | $295,338 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,305 | 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 | $329,410 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATON ROUGE AREA FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH ST STE 900 | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 708025210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $295,338 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,338 | 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 | $219,887 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $148,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $369,853 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $369,853 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 92203J308 VANGUARD TTL INTL BN | $204,502 | $183,080 |
| 83002G702 SIX CIRCLES GLOBAL B | $627,466 | $581,765 |
| 83002G884 SIX CIRCLES CREDIT O | $286,527 | $289,072 |
| 92206C771 VANGUARD MORTGAGE-BA | $226,434 | $227,243 |
| 92203J407 VANGUARD TOTAL INTL | $247,215 | $246,395 |
| 92206C847 VANGUARD LONG-TERM T | ||
| 92206C870 VANGUARD INT-TERM CO | $136,640 | $142,017 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $147,278 | $215,522 |
| 78462F103 SPDR S&P 500 ETF TRU | $527,701 | $1,597,058 |
| 315911750 FIDELITY 500 INDEX F | $737,820 | $1,428,036 |
| 46432F842 ISHARES CORE MSCI EA | $13,120 | $16,265 |
| 83002G306 SIX CIRCLES US UNCON | $590,913 | $951,699 |
| 83002G405 SIX CIRCLES INTL UNC | $532,482 | $645,308 |
| 46641Q191 JPMORGAN BETABUILDER | ||
| 46641Q217 JPMORGAN BETABUILDER | $189,579 | $225,025 |
| 46641Q225 JPMORGAN BETABUILDER | $94,897 | $144,766 |
| 46641Q233 JPMORGAN BETABUILDER | $116,467 | $106,349 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | XXX-XX-XXXX POINTE COUPEE PAR LA | Desc |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $3,907 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINERAL INT-PRODUCTION TAX | Desc |
| Revenue And Expenses Per Books | $192 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $1,529 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,529 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $741 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,970 | $2,970 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $553 | $553 | $0 |