MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION (EIN 20-8091007)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349107111
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:47:31-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720636725 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNIS T BOURGEOIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 TREMONT DR | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208091007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MERICE BOO JOHNSTON GRIGSBY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 2257535857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15635 AIRLINE HIGHWAY | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70817 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L LANE GRIGSBY | PersonNm |
| Person Title | BOARD MEMBER | PersonTitleTxt |
| Phone | 2257535857 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON WASCOM CPA | PreparerPersonNm |
| PTIN | P00447668 | PTIN |
| Phone | 2259284770 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.56.9.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 14:32:16 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4AD38DE79A7CE78AB1DE665093AF8A5796679873 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,746,071 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $560,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $110,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,633,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,927 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $705,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,554 | 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 | $5,530 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,915 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,891 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $552,916 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $552,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $590,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $552,916 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,628 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,822,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,937,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,746,071 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $4,822,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,937,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,746,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $4,822,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,937,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,822,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,937,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,822,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,937,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,822,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,937,246 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,937,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | P | 2019-01-01 | 2019-12-31 | $165,207 | $163,226 | $1,981 | $1,981 |
| WHITNEY - 882 | P | 2019-01-01 | 2019-12-31 | $1,755,928 | $1,779,499 | -$23,571 | -$23,571 |
| WHITNEY - 346 | P | 2019-01-01 | 2019-12-31 | $273,337 | $323,809 | -$50,472 | -$50,472 |
| WHITNEY - 569 | P | 2019-01-01 | 2019-12-31 | $1,071,544 | $1,055,683 | $15,861 | $15,861 |
| MERRILL LYNCH | P | 2019-01-01 | 2019-12-31 | $363,899 | $276,186 | $87,713 | $87,713 |
| CHARLES SCHWAB | P | 2019-01-01 | 2019-12-31 | $3,415 | $3,415 | $3,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,927 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $919,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,214,845 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,170,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,817,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.242934 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $738,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,561,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.207231 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $804,556 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,636,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.305125 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,043,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,351,923 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.443711 | DistributionYr5Rt |
| Total Distribution | 1.375355 | TotalDistributionRt |
| Average Distribution | 0.275071 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,327,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,465,510 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,136 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,466,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $552,916 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,273 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,273 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $169 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,669 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $77 | EsPenaltyAmt |
| Overpayment | $319 | OverpaymentAmt |
| Applied To ES Tax | $319 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HANNIS T BOURGEOIS LLP | IndividualWithBooksNm |
| Phone | 2259284770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2322 TREMONT DRIVE | AddressLine1Txt |
| City | BATON ROUGE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| L LANE GRIGSBY | ||||||||
| 15635 AIRLINE HIGHWAY | BATON ROUGE | LA | 70817 | BOARD MEMBER | 0.00 | $0 | $0 | $0 |
| TAMI GRIGSBY MORAN | ||||||||
| 15635 AIRLINE HIGHWAY | BATON ROUGE | LA | 70817 | BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| TODD WILLIAM GRIGSBY | ||||||||
| 15635 AIRLINE HIGHWAY | BATON ROUGE | LA | 70817 | BOARD MEMBER | 10.00 | $0 | $0 | $0 |
| TRICIA GRIGSBY SANCHEZ | ||||||||
| 15635 AIRLINE HIGHWAY | BATON ROUGE | LA | 70817 | BOARD MEMBER | 25.00 | $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 | $4,555,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $853,882 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,408,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,408,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,327,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,273 | TotalTaxAmt |
| Distributable Before Adj | $264,115 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,115 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,115 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $552,916 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $552,916 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $552,916 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,115 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $929,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $672,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $561,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $931,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $661,871 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,756,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $552,916 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $264,115 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $288,801 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,045,434 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $929,594 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,115,840 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $672,819 | ExcessFromYear4Amt |
| Excess From Year3 | $561,044 | ExcessFromYear3Amt |
| Excess From Year2 | $931,305 | ExcessFromYear2Amt |
| Excess From Year1 | $661,871 | ExcessFromYear1Amt |
| Excess From Current Year | $288,801 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L LANE GRIGSBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION - LAMS CHAPTER | |||||||
| 11725 INDUSTRIPLEX BLVD SUITE 3 | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| ALZHEIMER SERVICES OF BR | |||||||
| 3772 NORTH BLVD SUITE B | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 10528 KENTSHIRE CT | BATON ROUGE | LA | 70810 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| AMIKIDS BATON ROUGE | |||||||
| 5555 BEECHWOOD DR | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| ARC BATON ROUGE | |||||||
| 12616 JEFFERSON HWY | BATON ROUGE | LA | 70816 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| BATON ROUGE AREA FOUNDATION | |||||||
| 100 NORTH ST STE 900 | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $30,000 |
| BIG BUDDY PROGRAM | |||||||
| 1415 MAIN ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| BREADA | |||||||
| 501 N 5TH ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| CANCER SERVICES INC | |||||||
| 550 LOBDELL AVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,000 |
| CAPITAL AREA UNITED WAY | |||||||
| 700 LAUREL ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| CAREER COMPASS | |||||||
| 17425 JEFFERSON HWY SUITE G | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $70,416 |
| CITY YEAR | |||||||
| 805 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 10532 SOUTH GLENSTONE PLACE SUITE C | BATON ROUGE | LA | 70810 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| DYSLEXIA RESOURCE CENTER | |||||||
| 3172 GOVERNMENT ST | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | |||||||
| 8538 GRSI AVE | BATON ROUGE | LA | 70810 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| GREATER BATON ROUGE HOPE ACADEMY | |||||||
| 15333 JEFFERSON HWY | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| HOSPICE OF BATON ROUGE | |||||||
| 3600 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| JDRF INTERNATIONAL LA CHAPTER | |||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| JUNIOR ACHIEVEMENT OF GREATER BATON ROUGE | |||||||
| 7809 JEFFERSON HWY | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| LOUISIANA ARTS & SCIENCE MUSEUM INC | |||||||
| 100 RIVER ROAD SOUTH | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $4,500 |
| LOUISIANA WILDLIFE FEDERATION | |||||||
| 337 S ACADIAN THRUWAY | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $8,000 |
| MCMAINS CHILDREN'S DEVELOPMENTAL CENTER | |||||||
| 1805 COLLEGE DRIVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $15,000 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 544 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 222 S RIVERSIDE PLAZA STE 1500 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,500 |
| NEW SCHOOLS FOR BATON ROUGE | |||||||
| 100 LAFAYETTE ST 2ND FLOOR | BATON ROUGE | LA | 70801 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 |
| OPERA LOUISIANE | |||||||
| 529 CONVENTION ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| PLAYMAKERS OF BATON ROUGE | |||||||
| 10 TOWER DRIVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| SEXUAL TRAUMA AWARENESS & RESPONSE CENTER | |||||||
| 5165 CORPORATE BLVD STE 200 | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| ST LILLIAN'S ACADEMY | |||||||
| 9755 GOODWOOD BLVD | BATON ROUGE | LA | 70815 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,000 |
| TEACH FOR AMERICA OF SOUTH LOUISIANA | |||||||
| 501 GOVERNMENT ST SUITE 100 | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $50,000 |
| THE EMERGE FOUNDATION | |||||||
| 7784 INNOVATION PARK DR | BATON ROUGE | LA | 70820 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $552,916 | 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 | $110,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,927 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $145,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $145,554 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CAJUN INDUSTRIES LLC | ||||||
| 1 | 15635 AIRLINE HWY | BATON ROUGE | LA | 70817 | $500,000 | Yes (X) |
| LEONARD L GRIGSBY | ||||||
| 2 | 19145 WEST MUIRFIELD | BATON ROUGE | LA | 70810 | $60,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,530 | Amt |
| Net Investment Income | $2,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ATTORNEY GENERAL OR STATE OF LOUISIANA DOES NOT ACCEPT OR REQUIRE FILING OF THE 990PF | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $17 | $17 | $0 |
| MANAGEMENT FEES | $28,604 | $28,604 | $0 |
| MISCELLANEOUS | $294 | $294 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| CAJUN INDUSTRIES LLC | |||
| 15635 AIRLINE HWY | BATON ROUGE | LA | 70817 |
| LEONARD L GRIGSBY | |||
| 19145 WEST MUIRFIELD | BATON ROUGE | LA | 70810 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - FOREIGN | $246 | $246 | $0 |
| TAXES - US | $3,200 | $0 | $0 |