MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION (EIN 72-6028027)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-01
- IRS object ID
- 202522139349100607
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-01T10:54:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823898275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGLUE & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 POYDRAS ST SUITE 2850 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 701632850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726028027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON H LATTER EDUCATIONAL AND | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 5045699605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 SOUTH TONTI STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70125 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE L BUCKMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5045699605 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIFFANY L NORWOOD CPA | PreparerPersonNm |
| PTIN | P01256034 | PTIN |
| Phone | 5045860581 | PhoneNum |
| 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 | $883,503 | 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 |
| Dividends Rev And Expnss | $24,494 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,494 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,123,689 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,426 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,516 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,078 | CashBOYAmt |
| Cash EOY | $13,758 | CashEOYAmt |
| Cash EOYFMV | $13,758 | CashEOYFMVAmt |
| Corporate Stock BOY | $826,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $828,628 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $869,745 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $839,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $842,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $883,503 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $683,387 | CapitalStockBOYAmt |
| Capital Stock EOY | $683,387 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $156,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | $158,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $839,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $842,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $839,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $842,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $839,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,516 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $852,369 | SubtotalAmt |
| Other Decreases | $9,983 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $842,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BIZD | 2024-01-24 | 2024-01-29 | $69,928 | $69,756 | $172 | $172 | |
| BVALX | 2024-01-01 | 2024-01-23 | $40,163 | $36,267 | $3,896 | $3,896 | |
| BVALX | 2024-01-01 | 2024-02-12 | $42,139 | $34,036 | $8,103 | $8,103 | |
| CSRIX | 2024-01-01 | 2024-01-23 | $33,020 | $33,326 | -$306 | -$306 | |
| DBEF | 2024-04-23 | 2024-05-14 | $108,350 | $104,772 | $3,578 | $3,578 | |
| DYNF | 2024-01-01 | 2024-10-28 | $5,067 | $4,896 | $171 | $171 | |
| EMB | 2024-01-12 | 2024-02-01 | $125,244 | $125,330 | -$86 | -$86 | |
| EMFIX | 2021-12-20 | 2024-01-23 | $24,351 | $30,505 | -$6,154 | -$6,154 | |
| EMFIX | 2021-12-20 | 2024-02-12 | $26,156 | $31,881 | -$5,725 | -$5,725 | |
| FALN | 2024-01-01 | 2024-07-02 | $146,013 | $149,387 | -$3,374 | -$3,374 | |
| FIXD | 2024-08-01 | 2024-09-03 | $150,185 | $148,452 | $1,733 | $1,733 | |
| FNDE | 2024-08-05 | 2024-08-26 | $115,015 | $105,200 | $9,815 | $9,815 | |
| FNDE | 2024-10-07 | 2024-10-28 | $107,631 | $113,738 | -$6,107 | -$6,107 | |
| FTEC | 2024-08-26 | 2024-09-16 | $108,906 | $110,503 | -$1,597 | -$1,597 | |
| GLDM | 2024-02-13 | 2024-02-15 | $40,825 | $40,702 | $123 | $123 | |
| GLDM | 2024-03-04 | 2024-04-08 | $44,488 | $40,244 | $4,244 | $4,244 | |
| GLDM | 2024-01-01 | 2024-06-10 | $99,327 | $96,716 | $2,611 | $2,611 | |
| GOF | 2024-08-05 | 2024-08-26 | $107,216 | $105,978 | $1,238 | $1,238 | |
| HEFA | 2024-06-03 | 2024-06-24 | $109,385 | $109,481 | -$96 | -$96 | |
| IEF | 2024-01-01 | 2024-11-04 | $154,947 | $160,183 | -$5,236 | -$5,236 | |
| IGM | 2024-06-10 | 2024-07-12 | $35,958 | $33,257 | $2,701 | $2,701 | |
| IVW | 2024-01-01 | 2024-10-07 | $114,143 | $111,223 | $2,920 | $2,920 | |
| IYW | 2024-01-24 | 2024-01-29 | $648 | $654 | -$6 | -$6 | |
| IYW | 2024-01-01 | 2024-03-04 | $25,247 | $24,563 | $684 | $684 | |
| IYW | 2024-01-01 | 2024-08-05 | $104,048 | $103,232 | $816 | $816 | |
| LPEFX | 2024-01-01 | 2024-03-01 | $18,373 | $22,834 | -$4,461 | -$4,461 | |
| LPEFX | 2024-01-01 | 2024-09-24 | $28,831 | $24,584 | $4,247 | $4,247 | |
| MAFIX | 2024-01-01 | 2024-03-01 | $18,153 | $17,063 | $1,090 | $1,090 | |
| MGC | 2024-05-14 | 2024-06-03 | $109,547 | $108,437 | $1,110 | $1,110 | |
| MGK | 2024-01-01 | 2024-02-20 | $96,666 | $95,600 | $1,066 | $1,066 | |
| NMVLX | 2024-01-01 | 2024-01-23 | $33,213 | $40,144 | -$6,931 | -$6,931 | |
| NMVLX | 2024-01-01 | 2024-02-08 | $33,491 | $36,625 | -$3,134 | -$3,134 | |
| OEF | 2024-08-05 | 2024-08-26 | $113,797 | $104,307 | $9,490 | $9,490 | |
| SCHG | 2024-01-24 | 2024-01-29 | $70,295 | $70,595 | -$300 | -$300 | |
| SCHG | 2024-01-01 | 2024-03-04 | $25,746 | $24,977 | $769 | $769 | |
| SCHG | 2024-06-10 | 2024-07-12 | $35,750 | $33,212 | $2,538 | $2,538 | |
| SCHG | 2024-01-01 | 2024-08-05 | $107,177 | $103,026 | $4,151 | $4,151 | |
| SCHG | 2024-08-26 | 2024-09-16 | $110,450 | $110,693 | -$243 | -$243 | |
| SMLPX | 2024-01-01 | 2024-01-23 | $24,680 | $19,119 | $5,561 | $5,561 | |
| SMLPX | 2024-01-01 | 2024-02-08 | $25,320 | $19,698 | $5,622 | $5,622 | |
| SPMO | 2024-06-24 | 2024-07-12 | $35,817 | $34,471 | $1,346 | $1,346 | |
| SPMO | 2024-01-01 | 2024-08-05 | $98,787 | $107,975 | -$9,188 | -$9,188 | |
| TFLO | 2023-12-05 | 2024-01-12 | $125,071 | $124,985 | $86 | $86 | |
| USFR | 2024-05-21 | 2024-06-03 | $73,372 | $73,575 | -$203 | -$203 | |
| USFR | 2024-01-01 | 2024-08-01 | $295,193 | $295,729 | -$536 | -$536 | |
| USHY | 2023-12-05 | 2024-01-12 | $128,150 | $124,989 | $3,161 | $3,161 | |
| USHY | 2024-01-01 | 2024-05-21 | $146,066 | $146,061 | $5 | $5 | |
| VTIP | 2024-06-03 | 2024-07-02 | $73,044 | $73,350 | -$306 | -$306 | |
| WCMIX | 2024-01-01 | 2024-01-23 | $52,646 | $60,328 | -$7,682 | -$7,682 | |
| WCMIX | 2024-01-01 | 2024-02-12 | $55,820 | $52,594 | $3,226 | $3,226 | |
| XLG | 2024-01-01 | 2024-03-04 | $25,610 | $25,094 | $516 | $516 | |
| XLG | 2024-01-01 | 2024-04-23 | $105,238 | $102,810 | $2,428 | $2,428 | |
| XLG | 2024-01-01 | 2024-10-28 | $118,531 | $113,106 | $5,425 | $5,425 | |
| CAPITAL GAINS DIVIDENDS | $455 | $455 | $455 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,426 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $807 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045699605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 SOUTH TONTI STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70125 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KATHERINE L BUCKMAN | ||||||||
| 5420 SOUTH TONTI STREET | NEW ORLEANS | LA | 70125 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA A SCHLESINGER | ||||||||
| 5420 SOUTH TONTI STREET | NEW ORLEANS | LA | 70125 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA L BARNETT | ||||||||
| 5420 SOUTH TONTI STREET | NEW ORLEANS | LA | 70125 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $854,275 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,077 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $878,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $878,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,175 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $865,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $805 | TotalTaxAmt |
| Distributable Before Adj | $42,454 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,454 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,454 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,454 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $40,590 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $40,590 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410 | 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 | $42,044 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULANE UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6823 ST CHARLES AVENUE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | LEE C. SCHLESINGER CHAIR IN ORTHOPEDICS | GrantOrContributionPurposeTxt |
| Amt | $41,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,920 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB ACCT #1006-6018 | StockNm |
| EOY Book Value | $828,628 | EOYBookValueAmt |
| EOYFMV | $869,745 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9,983 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE ACCOUNT FEES | CategoryTxt |
| Amt | $4,404 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |