MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION (EIN 20-8091007)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349105484
- Schema version
- 2018v3.1
- 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 | 2019-11-15T19:31:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.2.42.84 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 18:42:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E9DCE1B14DE3DD551ACDA7DC9B24C68F3753B3D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,071,695 | 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 | $805,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $122,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,010,576 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,189 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $997,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,389 | 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 | $9,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,801 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,232 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,232 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $919,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $919,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $971,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $919,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,795,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,822,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,071,695 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $4,795,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,822,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,071,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,795,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,822,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,795,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,822,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,795,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,822,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,795,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,822,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,822,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HORIZON | P | 2018-01-01 | 2018-12-31 | $555,374 | $561,805 | -$6,431 | -$6,431 |
| HORIZON | P | 2018-01-01 | 2018-12-31 | $332,339 | $263,171 | $69,168 | $69,168 |
| MERRILL LYNCH | P | 2018-01-01 | 2018-12-31 | $24,311 | $27,666 | -$3,355 | -$3,355 |
| MERRILL LYNCH | P | 2018-01-01 | 2018-12-31 | $98,005 | $87,745 | $10,260 | $10,260 |
| CAPITAL GAINS DIVIDENDS | P | $547 | $547 | $547 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,189 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,170,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,817,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.242934 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $738,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,561,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.207231 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $804,556 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,636,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.305125 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,043,575 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,351,923 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.443711 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,009,283 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,701,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.623629 | DistributionYr5Rt |
| Total Distribution | 2.822630 | TotalDistributionRt |
| Average Distribution | 0.564526 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,214,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,943,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,477 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,945,393 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $919,660 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $169 | OverpaymentAmt |
| Applied To ES Tax | $169 | 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 | $4,073,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,220,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,294,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,294,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,214,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,953 | TotalTaxAmt |
| Distributable Before Adj | $257,789 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,789 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,789 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $919,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $919,660 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $919,660 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,789 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,828,564 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $929,594 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $672,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $561,044 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $931,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,923,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $919,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $257,789 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $661,871 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,585,197 | 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 | $5,828,564 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,756,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $929,594 | ExcessFromYear4Amt |
| Excess From Year3 | $672,819 | ExcessFromYear3Amt |
| Excess From Year2 | $561,044 | ExcessFromYear2Amt |
| Excess From Year1 | $931,305 | ExcessFromYear1Amt |
| Excess From Current Year | $661,871 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $20,000 |
| 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 | $10,000 |
| BATON ROUGE GENERAL HOSPITAL | |||||||
| 8585 PICARDY AVE | BATON ROUGE | LA | 70809 | 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 | $20,000 |
| BRAVE HEART - CHILDREN IN NEED INC | |||||||
| PO BOX 41222 | BATON ROUGE | LA | 70835 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| CAREER COMPASS | |||||||
| 17425 JEFFERSON HWY SUITE G | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $295,500 |
| CITY YEAR | |||||||
| 805 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 |
| COMPANION ANIMAL ALLIANCE OF BATON ROUGE | |||||||
| 2550 GOURRIER AVENUE | BATON ROUGE | LA | 70820 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $25,000 |
| 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 |
| DREAM TEACHERS | |||||||
| 7907 WRENWOOD BLVD SUITE B | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| EPISCOPAL HIGH SCHOOL OF BATON ROUGE | |||||||
| 3200 WOODLAND RIDGE BLVD | BATON ROUGE | LA | 70816 | NONE | NC | TO HELP THE ORGANIZATION SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL | $5,000 |
| FAMILY AND YOUTH SERVICE CENTER | |||||||
| 1120 GOVERNMENT ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $25,000 |
| HERITAGE RANCH | |||||||
| 1010 S ACADIAN THRUWAY STE F | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $75,000 |
| HOPE MINISTRIES | |||||||
| 4643 WINBOURNE AVE | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| 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 |
| HYPE - HELPING YOUTH PREPARE FOR EXCELLENCE | |||||||
| 930 NORTH BLVD | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,000 |
| 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 | $2,760 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| LINE4LINE | |||||||
| 4449 N ACADIAN THRUWAY | BATON ROUGE | LA | 70805 | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,500 | |
| 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 | $1,000 |
| LOUISIANA KEY ACADEMY | |||||||
| 3172 GOVERNMENT ST | BATON ROUGE | LA | 70806 | NONE | NC | TO HELP THE ORGANIZATION SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL | $5,000 |
| LOUISIANA PEDIATRIC CARDIOLOGY FOUNDATION | |||||||
| 2137-A QUAIL RUN STE A | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,000 |
| LOUISIANA RESOURCE CENTER FOR EDUCATORS | |||||||
| 5550 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 4742 N 24TH ST | PHOENIX | AZ | 85016 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $8,900 |
| 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 | $20,000 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 544 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $11,500 |
| 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 |
| SCHOLARS LABORATORY | |||||||
| 3040 GOVERNMENT ST | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| SIGHT SAVORS AMERICA | |||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,000 |
| SOCIALWORX INSTITUTE INC | |||||||
| 8261 SUMMA AVE SUITE H | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| 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 |
| 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 |
| URBAN LEAGUE | |||||||
| 4640 S CARROLLTON AVE STE 210 | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $25,000 |
| WOMAN'S NEW LIFE CENTER | |||||||
| 760 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 64737 | BATON ROUGE | LA | 70896 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $919,660 | 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 | $122,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,189 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $192,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $192,389 | 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 | $305,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,400 | Amt |
| Net Investment Income | $4,700 | 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 | $9 | $9 | $0 |
| MANAGEMENT FEES | $37,634 | $37,634 | $0 |
| MISCELLANEOUS | $589 | $589 | $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 | $1,801 | $1,801 | $0 |
| TAXES - US | $2,019 | $0 | $0 |