MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION (EIN 20-8091007)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-13
- IRS object ID
- 201822569349100767
- Schema version
- 2017v2.3
- 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 | 2018-09-13T14:26:36-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-08-28 | 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 | 2018-08-28 | 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 | 2018-08-28 | IPDt |
| IP Tm | 12:25:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01CBDEF597C9CBCF3EAE075B117F324F4B378047 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E9DCE1B14DE3DD551ACDA7DC9B24C68F3753B3D3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,516,825 | 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 | $2,055,850 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $76,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,471 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $951,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,471 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,187,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,827 | 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 | $7,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,216 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,184 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,188 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,170,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,170,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,210,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,188 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $977,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,818,268 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,795,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,516,825 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $3,818,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,795,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,516,825 | 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 | $3,818,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,795,722 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,818,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,795,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,818,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,795,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,818,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $977,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,795,722 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,795,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HORIZON | P | 2017-01-01 | 2017-12-31 | $527,511 | $502,017 | $25,494 | $25,494 |
| HORIZON | P | 2016-01-01 | 2017-12-31 | $159,999 | $138,930 | $21,069 | $21,069 |
| WHITNEY | P | 2016-01-01 | 2017-12-31 | $159,230 | $162,613 | -$3,383 | -$3,383 |
| WHITNEY | P | 2017-01-01 | 2017-12-31 | $52,924 | $52,644 | $280 | $280 |
| MERRILL LYNCH | P | 2017-01-01 | 2017-12-31 | $10,275 | $9,827 | $448 | $448 |
| MERRILL LYNCH | P | 2016-01-01 | 2017-12-31 | $33,229 | $29,623 | $3,606 | $3,606 |
| CAPITAL GAINS DIVIDENDS | P | $7,957 | $7,957 | $7,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,471 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $738,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,561,250 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.207231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $804,556 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,636,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.305125 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,043,575 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,351,923 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.443711 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,009,283 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,701,144 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.623629 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,503,166 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,117,167 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.489170 | DistributionYr5Rt |
| Total Distribution | 3.068866 | TotalDistributionRt |
| Average Distribution | 0.613773 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,817,151 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,956,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,957,593 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,170,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,913 | 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 | $35 | EsPenaltyAmt |
| Tax Due | $1,948 | 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 | 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 |
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 | $3,116,839 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,773,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,890,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,890,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,817,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,913 | TotalTaxAmt |
| Distributable Before Adj | $238,945 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $238,945 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $238,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,170,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,170,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $238,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,253,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,828,564 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $929,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $672,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $561,044 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,245,397 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $238,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $931,305 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,176,702 | 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 | $2,253,376 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,923,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,828,564 | ExcessFromYear4Amt |
| Excess From Year3 | $929,594 | ExcessFromYear3Amt |
| Excess From Year2 | $672,819 | ExcessFromYear2Amt |
| Excess From Year1 | $561,044 | ExcessFromYear1Amt |
| Excess From Current Year | $931,305 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | |||||||
| PO BOX 66825 | BATON ROUGE | LA | 70896 | 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 | $20,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 2644 SOUTH SHERWOOD FOREST BLVD 108 | BATON ROUGE | LA | 70816 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE STREET STE 600 | ATLANTA | GA | 30309 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| BATON ROUGE YOUTH COALITION | |||||||
| 460 N 11TH ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 |
| BAYOU DISTRICT FOUNDATION | |||||||
| 320 JULIA STREET | NEW ORLEANS | LA | 70130 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $50,000 |
| 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 | |||||||
| PO BOX 3976 | BATON ROUGE | LA | 70821 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| CAPITAL AREA REENTRY COALITION | |||||||
| 4829 WINBOURNE AVE | BATON ROUGE | LA | 70805 | 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 | $268,350 |
| CITY YEAR | |||||||
| 805 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 |
| COASTAL CONSERVATION ASSOCIATION OF LOUISIANA | |||||||
| PO BOX 86458 | BATON ROUGE | LA | 70879 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| COMPANION ANIMAL ALLIANCE OF BATON ROUGE | |||||||
| 2680 PROGRESS ROAD | BATON ROUGE | LA | 70807 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $50,000 |
| 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 SERVICE OF GREATER BATON ROUGE | |||||||
| 4727 REVERE AVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,000 |
| FRONT YARD BIKES | |||||||
| 1232 ASTER ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | |||||||
| 6638 MILLSTONE AVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 |
| HAPPI LLANDIERS INC | |||||||
| PO BOX 1547 | ST FRANCISVILLE | LA | 70775 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $12,500 |
| 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 | $30,000 |
| HOPE MINISTRIES | |||||||
| 4643 WINBOURNE AVE | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| HUGH O'BRIAN YOUTH LEADERSHIP - HOBY | |||||||
| PO BOX 27451 | WASHINGTON | DC | 20038 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| 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 |
| LIFE OF A SINGLE MOM | |||||||
| PO BOX 41821 | BATON ROUGE | LA | 70835 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| LINDY'S PLACE INC | |||||||
| PO BOX 872872 | NEW ORLEANS | LA | 70187 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $4,500 |
| 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 RESOURCE CENTER FOR EDUCATORS | |||||||
| 5550 FLORIDA BLVD | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| 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 | $30,000 |
| MENTAL HEALTH ASSOCIATION | |||||||
| 544 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 |
| 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 |
| OF MOVING COLORS PRODUCTIONS | |||||||
| 439 N 11TH ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| OPERA LOUISIANE INC | |||||||
| PO BOX 4908 | BATON ROUGE | LA | 70821 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| ST FRANCISVILLE AREA FOUNDATION | |||||||
| PO BOX 797 | ST FRANCISVILLE | LA | 70775 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $25,000 |
| 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 PAUL ADULT LEARNING | |||||||
| 3920 GUS YOUNG AVE | BATON ROUGE | LA | 70802 | NONE | NC | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| STAND FOR CHILDREN LEADERSHIP CENTER | |||||||
| 2374 SAINT CLAUDE AVE 230 | NEW ORLEANS | LA | 70117 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $25,000 |
| 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 CENTER | |||||||
| 7784 INNOVATION PARK DR | BATON ROUGE | LA | 70820 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $3,000 |
| THE WALLS PROJECT | |||||||
| 10761 PERKINS RD STE D | BATON ROUGE | LA | 70810 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 |
| THRIVE CHARTER SCHOOL | |||||||
| 5454 NORTH FOSTER | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $75,000 |
| WEST FELICIANA EDUCATION FOUNDATION | |||||||
| PO BOX 56 | ST FRANCISVILLE | LA | 70775 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $12,500 |
| 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 | $55,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,170,250 | 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 | $76,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,471 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,827 | 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 | $1,000,000 | Yes (X) |
| LEONARD L GRIGSBY | ||||||
| 2 | 19145 WEST MUIRFIELD | BATON ROUGE | LA | 70810 | $1,055,850 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,180 | Amt |
| Net Investment Income | $3,590 | 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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $64 | $32 | $0 |
| MANAGEMENT FEES | $31,152 | $31,152 | $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 | $1,414 | $1,414 | $0 |
| TAXES - US | $163 | $0 | $0 |