GERMAN PROTESTANT ORPHAN ASYLUM ASSOCIATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GERMAN PROTESTANT ORPHAN ASYLUM ASSOCIATION (EIN 72-0423621)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-10-15
- IRS object ID
- 202012899349100801
- Schema version
- 2018v3.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-15T08:49:39-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721088864 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD 600 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700054958 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720423621 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERMAN PROTESTANT ORPHAN ASYLUM | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERM | BusinessNameControlTxt |
| Phone | 5045984663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RALPH C COX JR | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5045984663 | PhoneNum |
| Signature | 2020-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN S WILES CPA | PreparerPersonNm |
| PTIN | P01222673 | PTIN |
| Phone | 5048355522 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-12 | IPDt |
| IP Tm | 10:04:18 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7709F3591E0E227AF1F89EECAFC8A0E9A6391D36 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2C1BFF2243149BADAEF9079DBB9D48B118260EC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,743,926 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $82 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $343,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $343,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,844,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,146,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,844,937 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,188,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,188,916 | 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 |
| Accounting Fees Rev And Expnss | $742 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $742 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $134,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,769 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,607 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,921 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $938 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $94 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $844 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $277 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,756 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $572,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $572,964 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $713,720 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,475,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,129,776 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $775,715 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,309,585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,309,585 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,637,383 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,805,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,805,540 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,559,414 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,211,307 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,211,307 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,029,353 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $417,494 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $417,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,001,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,743,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,743,926 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,533 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $349 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $349 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,986,332 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,743,577 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,986,332 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,743,577 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,001,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,743,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,986,332 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,475,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,461,610 | SubtotalAmt |
| Other Decreases | $1,718,033 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,743,577 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $13,146,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,301,849 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,844,937 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,844,937 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,844,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $658,595 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,355,457 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $661,964 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,843,663 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $676,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,133,277 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051539 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $696,831 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,820,914 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050419 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $638,051 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,382,535 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044363 | DistributionYr5Rt |
| Total Distribution | 0.240016 | TotalDistributionRt |
| Average Distribution | 0.048003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,190,321 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $681,178 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,298 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $712,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $652,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2,403 | EsPenaltyAmt |
| Tax Due | $64,999 | TaxDueAmt |
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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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.GPOAFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERMAN PROTESTANT ORPHAN ASYLUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5045984663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVENUE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| SLADE SIMONS | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CAMILLE STRACHAN | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| G PRICE CRANE | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TREASURER | 2.50 | $0 | $0 | $0 |
| RALPH COX | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WALTER FLOWER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA MACPHEE | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLES MAYER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANTHONY RECASNER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANE SUMNER | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GORDON WADGE | ||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70113 | TRUSTEE | 1.00 | $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 | $14,294,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,406,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,406,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $216,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,190,321 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $709,516 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $709,516 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,596 | TotalTaxAmt |
| Distributable Before Adj | $646,920 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $646,920 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $646,920 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $652,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $652,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,920 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $596,801 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $596,801 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,858 | 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 | $591,062 | 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 | GERMAN PROTESTANT ORPHAN ASYLUM ASS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 919 ST CHARLES AVE | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5045984663 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| PRESBYTERIAN CHILDRENS HOMES AND SERVICES | |||||||
| 4407 BEE CAVE ROAD | AUSTIN | TX | 78746 | PUBLIC | GENERAL PURPOSE | $5,000 | |
| ST MICHAEL'S SPECIAL SCHOOL | |||||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70130 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| JEWISH FAMILY SERVICE | |||||||
| 3300 W ESPLANADE AVE S STE 603 | METAIRIE | LA | 70002 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| CENTER FOR EDUCATIONAL EXCELLENCE IN ALTERNATIVE SETTINGS | |||||||
| 1361 LOCUST RD NW | WASHINGTON | DC | 20012 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| FDTN FOR SCIENCE & MATHEMATICS EDUCATION | |||||||
| 5625 LOYOLA AVE | NEW ORLEANS | LA | 70115 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| STEM NOLA | |||||||
| 4910 DREXEL DRIVE XAVIER UNIVERSITY | NEW ORLEANS | LA | 70125 | PUBLIC | GENERAL PURPOSE | $10,000 | BOX 61 |
| YOUTH EMPOWERMENT PROJECT | |||||||
| 1600 ORETHA CASTLE HALEY | NEW ORLEANS | LA | 70113 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| 826 NEW ORLEANS | |||||||
| 1750 ST BERNARD AVE | NEW ORLEANS | LA | 70116 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| THE CHARTWELL CENTER | |||||||
| 1225 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| RAINTREE SERVICES INC | |||||||
| 1233 EIGHTH STREET | NEW ORLEANS | LA | 70115 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| NEW ORLEANS ARTS EDUCATION ALLIANCE | |||||||
| 2533 COLUMBUS STREET SUITE 203 | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $10,000 | |
| BOYS TOWN LOUISIANA | |||||||
| 300 N BROAD SUITE 125 | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $10,516 | |
| THE NOBLE MINDS INSTITUTE FOR WHOLE CHILD LEARNING | |||||||
| 1333 SOUTH CARROLLTON AVENUE | NEW ORLEANS | LA | 70118 | PUBLIC | GENERAL PURPOSE | $12,000 | |
| STAND FOR CHILDREN | |||||||
| 2374 ST CLAUDE AVE 230 | NEW ORLEANS | LA | 70117 | PUBLIC | GENERAL PURPOSE | $12,500 | |
| NEW ORLEANS WOMEN AND CHILDREN'S SHELTER | |||||||
| 2020 S LIBERTY ST | NEW ORLEANS | LA | 70113 | PUBLIC | GENERAL PURPOSE | $12,500 | |
| TULANE UNIVERSITY | |||||||
| 1555 POYDRAS STREET SUITE 700 | NEW ORLEANS | LA | 70112 | PUBLIC | GENERAL PURPOSE | $15,000 | |
| FIRSTLINE SCHOOLS LLC | |||||||
| 300 N BROAD STREET SUITE 207 | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $15,000 | |
| BOYS HOPE GIRLS HOPE | |||||||
| PO BOX 19307 | NEW ORLEANS | LA | 70179 | PUBLIC | GENERAL PURPOSE | $15,000 | |
| COMMUNITY WORKS OF LOUISIANA | |||||||
| 3900 GEN TAYLOR SUITE 206 | NEW ORLEANS | LA | 70125 | PUBLIC | GENERAL PURPOSE | $16,748 | |
| ARISE SCHOOLS | |||||||
| 3819 ST CLAUDE AVENUE | NEW ORLEANS | LA | 70117 | PUBLIC | GENERAL PURPOSE | $17,200 | |
| SON OF A SAINT | |||||||
| 2803 ST PHILIP | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $19,000 | |
| TRAINING GROUNDS | |||||||
| 1597 CUTTYSARK COVE | SLIDELL | LA | 00458 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| NEW ORLEANS CAREER CENTER | |||||||
| 1555 POYDRAS STREET SUITE 781 | NEW ORLEANS | LA | 70112 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| CAFE RECONCILE | |||||||
| 1631 ORETHA HALEY BLVD | NEW ORLEANS | LA | 70113 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| YOUTH REBUILDING NEW ORLEANS | |||||||
| 1933 HOPE STREET | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| CASA NEW ORLEANS | |||||||
| 1340 POYDRAS STREET SUITE 2120 | NEW ORLEANS | LA | 70130 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| NEW ORLEANS COLLEGE PREP | |||||||
| 2301 MARENGO ST | NEW ORLEANS | LA | 70115 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| UNITED WAY OF SOUTHEAST LOUISIANA | |||||||
| 2515 CANAL STREET 3RD FLOOR | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| COVENANT HOUSE | |||||||
| 611 N RAMPART STREET | NEW ORLEANS | LA | 70112 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| UNCOMMON CONSTRUCTION | |||||||
| PO BOX 791438 | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| DAUGHTERS BEYOND INCARCERATION | |||||||
| PO BOX 791351 | NEW ORLEANS | LA | 70179 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| LOUISIANA CENTER FOR CHILDREN'S RIGHTS | |||||||
| 1100 MILTON ST STE B | NEW ORLEANS | LA | 70122 | PUBLIC | GENERAL PURPOSE | $20,000 | |
| COLLEGE BEYOND | |||||||
| 612 ANDREW HIGGINS 3RD FLOOR | NEW ORLEANS | LA | 70130 | PUBLIC | GENERAL PURPOSE | $22,500 | |
| COMPASSION OUTREACH INC | |||||||
| 3401 ST CLAUDE AVE SUITE 2D | NEW ORLEANS | LA | 70117 | PUBLIC | GENERAL PURPOSE | $25,000 | |
| PUENTES NEW ORLEANS INC | |||||||
| 4205 CANAL ST | NEW ORLEANS | LA | 70119 | PUBLIC | GENERAL PURPOSE | $25,000 | |
| OPERATION RESTORATION | |||||||
| 701 LOYOLA AVENUE UNIT 56894 | NEW ORLEANS | LA | 70156 | PUBLIC | GENERAL PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $572,964 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $343,979 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,844,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,188,916 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,188,916 | 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 | CategoryTxt |
| Amt | $742 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $742 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB CORPORATE BONDS | $1,757,881 | $1,757,881 |
| MORGAN STANLEY - 679 | $2,453,438 | $2,453,438 |
| MORGAN STANLEY - 679 | $999,988 | $999,988 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $2,805,540 | EOYBookValueAmt |
| EOYFMV | $2,805,540 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - 679 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $417,494 | BookValueAmt |
| EOYFMV | $417,494 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CURRENT YEAR UNREALIZED GAIN/LOSS | $1,717,434 |
| PRIOR YEAR ADJUSTMENT | $599 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUE & SUBSCRIPTIONS | $85 | $8 | $77 |
| OFFICE SUPPLIES | $357 | $36 | $321 |
| POSTAGE | $82 | $8 | $74 |
| STORAGE | $1,795 | $179 | $1,616 |
| EQUIPMENT | $460 | $46 | $414 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TEMP PERSONNEL | $650 | $0 | $650 |
| ADMINISTRATIVE FEES | $65,115 | $0 | $65,115 |
| CUSTODIAL FEES | $9,786 | $0 | $9,786 |
| BANK FEES | $56 | $0 | $56 |
| CONSULTING SERVICES | $58,769 | $58,769 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,921 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |