MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION (EIN 72-6028027)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201731299349101908
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T16:42:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721405022 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Kirk Stirton CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street Suite 2250 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726028027 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milton H Latter Educational and | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 5045241921 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street No 2250 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lisa A Schlesinger | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5045689881 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kirk Stirton | PreparerPersonNm |
| PTIN | P00035470 | PTIN |
| Phone | 5045689881 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.230.120.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 15:51:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DF1AC742D9D70A9697BE90A4C526DA1E39956108 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8F896D9160B0FB8EDCFB6677469AEAA1068AC052 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,006,462 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,019 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,019 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,733 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,040 | 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 | $2,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,358 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,423 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,868 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,868 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$56,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,799 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $707,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $608,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $770,343 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $97,705 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $98,356 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $97,320 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $901,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $845,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,006,462 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $683,387 | CapitalStockBOYAmt |
| Capital Stock EOY | $683,387 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $218,510 | RetainedEarningBOYAmt |
| Retained Earning EOY | $162,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $901,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $845,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $901,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $845,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $901,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$56,325 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $845,572 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $845,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| DST Sys Inc | 2014-10-07 | 2016-01-20 | $42,014 | $33,824 | $8,190 | $8,190 |
| Sanchez Energy Corp | 2014-10-17 | 2016-02-26 | $649 | $4,024 | -$3,375 | -$3,375 |
| Sanchez Energy Corp | 2013-12-30 | 2016-02-26 | $324 | $2,507 | -$2,183 | -$2,183 |
| Sanchez Energy Corp | 2013-12-30 | 2016-02-26 | $324 | $2,508 | -$2,184 | -$2,184 |
| Sanchez Energy Corp | 2013-12-30 | 2016-02-26 | $324 | $2,508 | -$2,184 | -$2,184 |
| Sanchez Energy Corp | 2013-09-20 | 2016-02-26 | $1,946 | $15,526 | -$13,580 | -$13,580 |
| Sanchez Energy Corp | 2013-09-20 | 2016-02-26 | $1,297 | $10,351 | -$9,054 | -$9,054 |
| Sanchez Energy Corp | 2013-09-20 | 2016-02-26 | $324 | $2,588 | -$2,264 | -$2,264 |
| Howard Hughes Corp | 2013-09-20 | 2016-04-14 | $13,539 | $14,158 | -$619 | -$619 |
| Tailored Brands Inc | 2014-12-31 | 2016-06-02 | $7,733 | $24,313 | -$16,580 | -$16,580 |
| Tailored Brands Inc | 2015-01-15 | 2016-06-02 | $4,218 | $13,267 | -$9,049 | -$9,049 |
| Apple Inc | 2011-08-19 | 2016-06-08 | $39,614 | $20,427 | $19,187 | $19,187 |
| Flowers Foods Inc | 2013-12-30 | 2016-06-08 | $7,326 | $8,648 | -$1,322 | -$1,322 |
| Flowers Foods Inc | 2013-11-15 | 2016-06-08 | $20,146 | $24,256 | -$4,110 | -$4,110 |
| Luminex Corp | 2003-01-01 | 2016-06-08 | $4,144 | $1,674 | $2,470 | $2,470 |
| Luminex Corp | 2002-08-28 | 2016-06-08 | $20,718 | $7,926 | $12,792 | $12,792 |
| 2U Inc | 2015-11-20 | 2016-07-08 | $16,322 | $11,086 | $5,236 | $5,236 |
| Taser Intl Inc | 2015-09-02 | 2016-07-13 | $16,236 | $14,285 | $1,951 | $1,951 |
| Taser Intl Inc | 2015-09-30 | 2016-07-13 | $2,706 | $2,204 | $502 | $502 |
| Sothebys | 2012-08-21 | 2016-07-21 | $39,798 | $41,466 | -$1,668 | -$1,668 |
| Pool Corporation | 2010-12-20 | 2016-08-03 | $5,012 | $1,147 | $3,865 | $3,865 |
| Pool Corporation | 2010-05-24 | 2016-08-03 | $10,024 | $2,432 | $7,592 | $7,592 |
| Oceaneering Intl Inc | 2015-02-20 | 2016-09-09 | $20,379 | $41,782 | -$21,403 | -$21,403 |
| EPIQ Sys Inc | 2013-09-20 | 2016-10-03 | $16,500 | $13,168 | $3,332 | $3,332 |
| EPIQ Sys Inc | 2013-01-07 | 2016-10-03 | $16,500 | $13,687 | $2,813 | $2,813 |
| EPIQ Sys Inc | 2014-04-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2003-10-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2003-10-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2013-10-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2003-10-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2013-12-30 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2013-11-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2003-10-15 | 2016-10-03 | $2,475 | $1,567 | $908 | $908 |
| EPIQ Sys Inc | 2003-03-12 | 2016-10-03 | $13,200 | $9,820 | $3,380 | $3,380 |
| Kearny Finl Corp | 2015-05-19 | 2016-12-12 | $12,616 | $8,557 | $4,059 | $4,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,942 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,067,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047835 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,162,177 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,639 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,083,622 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027352 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $883,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001030 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $788,093 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.006344 | DistributionYr5Rt |
| Total Distribution | 0.125365 | TotalDistributionRt |
| Average Distribution | 0.025073 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $963,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,160 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $24,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $22 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,178 | OverpaymentAmt |
| Applied To ES Tax | $1,178 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Gretchen Plaia | IndividualWithBooksNm |
| Phone | 5045689881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street Suite 2250 | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 |
|---|---|---|---|---|---|---|---|---|
| Lisa A Schlesinger | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | Vice President | 0.00 | $0 | $0 | $0 |
| Patricia L Barnett | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | President | 0.00 | $0 | $0 | $0 |
| Katherine L Buckman | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | Vice-President | 0.00 | $0 | $0 | $0 |
| Kirk Stirton | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | Secretary Treasurer | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $863,235 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $978,245 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $978,245 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $963,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,179 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,179 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $48,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,157 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $49,959 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $49,959 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $47,916 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Louisiana Cancer Research Center | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 Tulane Avenue 10th floor | AddressLine1Txt |
| City | New Orleans | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | Public Charity | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Medical Research | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,019 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,942 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,098 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hanlon, Stirton & Midkiff CPAs | CategoryTxt |
| Amt | $2,700 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PHI Inc Bonds | $48,371 | $47,250 |
| Zimmer Biomet Hldgs 2% | $49,985 | $50,070 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apache Corp | $38,227 | $41,256 |
| BE Aerospace Inc 900 | $20,021 | $54,171 |
| Europmnet Worldwide | $40,645 | $39,837 |
| Everbank Financial Corp | $43,719 | $44,735 |
| Financial Engines | $46,329 | $45,938 |
| First Hawaiian Incor | $18,548 | $24,374 |
| Genesee & Wyoming | $38,651 | $41,646 |
| Gulfport Energy | $39,186 | $29,214 |
| Howard Hughes Corp 500 | $40,296 | $42,217 |
| Kearney Financial | $14,248 | $20,215 |
| Leggett & Platt | $36,373 | $43,992 |
| LKQ Corp | $34,530 | $39,845 |
| Luminex 3000shs | $15,876 | $36,414 |
| 3D Systems Corp 1300 shs | $37,362 | $38,541 |
| Pool Corporation | $8,026 | $36,519 |
| Skyworks Solutions | $36,579 | $37,330 |
| Steris PLC | $35,441 | $37,065 |
| Taser Intl | $28,389 | $33,936 |
| VISA Inc CL A | $11,415 | $49,933 |
| 2U Inc | $24,556 | $33,165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | St Denis J Villere & Co | CategoryTxt |
| Amt | $7,358 | Amt |
| Net Investment Income | $7,358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Secretary of State | $10 | $10 | $0 |
| Tax | $1,355 | $0 | $0 |