MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MERICE BOO JOHNSTON GRIGSBY FOUNDATION A NONPROFIT CORPORATION (EIN 20-8091007)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-28
- IRS object ID
- 201541189349100414
- Schema version
- 2014v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-28T13:29:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 FOUNDATION | BusinessNameLine1Txt |
| 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 | 2015-04-20 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,387,144 | 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 | $997,075 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $687 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $687 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $54,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,716 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $54,716 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,357 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,225,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,357 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,177,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,760 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,403 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,043,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,043,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,092,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,043,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,403 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,876,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,962,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,387,144 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,876,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,962,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,387,144 | 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 | $1,876,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,962,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,876,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,876,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,962,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,876,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,962,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,962,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING - 010586 | P | 2014-01-01 | 2014-12-31 | $2,428,580 | $2,330,895 | $97,685 | $97,685 |
| PERSHING - 010586 | P | 2013-06-01 | 2014-12-31 | $411,087 | $388,769 | $22,318 | $22,318 |
| PERSHING - 014828 | P | 2014-01-01 | 2014-12-31 | $284,785 | $279,199 | $5,586 | $5,586 |
| PERSHING - 014828 | P | 2013-06-01 | 2014-12-31 | $26,396 | $24,124 | $2,272 | $2,272 |
| WHITAX | P | 2014-01-01 | 2014-12-31 | $64,150 | $66,166 | -$2,016 | -$2,016 |
| WHITAX | P | 2013-06-01 | 2014-12-31 | $10,825 | $11,313 | -$488 | -$488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,357 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $101,255 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,009,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,701,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.623629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,503,166 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,117,167 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.489170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $467,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,419,018 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.136752 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $220,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,324,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.166458 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $366,781 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $851,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.430940 | DistributionYr5Rt |
| Total Distribution | 2.846949 | TotalDistributionRt |
| Average Distribution | 0.569390 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,351,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,339,161 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,340,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,043,575 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $48 | EsPenaltyAmt |
| Tax Due | $3,663 | 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 | Yes (1) | 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 | $2,387,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,387,739 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,387,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,816 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,351,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,615 | TotalTaxAmt |
| Distributable Before Adj | $113,981 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $113,981 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $113,981 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,043,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,043,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,043,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,981 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $324,563 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $156,746 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,649 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,253,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,828,564 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,860,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,043,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $113,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $929,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,790,492 | 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 | $324,563 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,465,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $156,746 | ExcessFromYear4Amt |
| Excess From Year3 | $297,649 | ExcessFromYear3Amt |
| Excess From Year2 | $2,253,376 | ExcessFromYear2Amt |
| Excess From Year1 | $5,828,564 | ExcessFromYear1Amt |
| Excess From Current Year | $929,594 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 | $10,000 | |
| BATON ROUGE YOUTH COALITION INC | ||||||||
| 850 NORTH STREET | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $110,000 | |
| CAREER COMPASS | ||||||||
| 17425 JEFFERSON HWY SUITE G | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $201,500 | |
| CHILDREN'S HEALTHCARE FUND | ||||||||
| 215 WEST 125TH STREET SUITE 301 | NEW YORK | NY | 10027 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| CITY YEAR | ||||||||
| 111 3RD STREET | BATON ROUGE | LA | 70801 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $100,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 10532 SOUTH GLENSTONE PLACE SUITE C | BATON ROUGE | LA | 70810 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| DREAM TEACHERS | ||||||||
| 7907 WRENWOOD BLVD SUITE B | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| FORUM 35 | ||||||||
| 8550 UNITED PLAZA BLVD SUITE 1001 | BATON ROUGE | LA | 70809 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 | |
| GAITWAY THERAPEUTIC HORSEMANSHIP | ||||||||
| PO BOX 85223 | BATON ROUGE | LA | 70884 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| GARDERE COMMUNITY CHRISTIAN SCHOOL | ||||||||
| 6638 MILLSTONE AVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $27,500 | |
| HOPE MINISTRIES | ||||||||
| 4643 WINBOURNE AVE | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $30,500 | |
| 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 | $5,000 | |
| 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 | $1,000 | |
| LOUISIANA INDUSTRIES FOR THE DISABLED INC | ||||||||
| 1979 BEAUMONT DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| LOUISIANA PEDIATRIC CARDIOLOGY FOUNDATION | ||||||||
| 7777 HENNESSY BLVD SUITE 103 | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $6,000 | |
| MANNERS OF THE HEART | ||||||||
| 215 ROYAL STREET | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 | |
| MARCH OF DIMES | ||||||||
| 12015 JUSTICE AVENUE | BATON ROUGE | LA | 70816 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION. | $9,000 | |
| MCMAINS CHILDREN'S DEVELOPMENTAL CENTER | ||||||||
| 1805 COLLEGE DRIVE | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $5,000 | |
| MENTAL HEALTH ASSOCIATION | ||||||||
| 544 COLONIAL DRIVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $6,000 | |
| NEW SCHOOLS FOR BATON ROUGE | ||||||||
| 402 N 4TH STREET | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $150,000 | |
| 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 | $10,000 | |
| THRIVE CHARTER SCHOOL | ||||||||
| 5454 NORTH FOSTER DR | BATON ROUGE | LA | 70805 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $15,000 | |
| EMERGE CENTER | ||||||||
| 7784 INNOVATION PARK DR | BATON ROUGE | LA | 70820 | 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 | $1,000 | |
| FRONT YARD BIKES | ||||||||
| 1232 ASTER ST | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 | |
| BATON ROUGE SOCCER ASSOCIATION | ||||||||
| 142 LOBDELL AVE | BATON ROUGE | LA | 70806 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 | |
| TRIUMPH KITCHEN | ||||||||
| 15112 SEVEN PINES AVE | BATON ROUGE | LA | 70817 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 | |
| LOUISIANA ART & 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 | |
| ADVANCE INNOVATIVE EDUCATION | ||||||||
| 100 LAFAYETTE STREET SUITE 232B | BATON ROUGE | LA | 70801 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $7,500 | |
| 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 | |
| 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 | |
| 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 | $50,000 | |
| 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 | |
| BELLA BOWMAN FOUNDATION INC | ||||||||
| PO BOX 82610 | BATON ROUGE | LA | 70884 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 | |
| FOUNDATION FOR EBR SCHOOL SYSTEM | ||||||||
| 12000 GOODWOOD BLVD 111 | BATON ROUGE | LA | 70815 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $128,500 | |
| LIGHTHOUSE LOUISIANA | ||||||||
| 123 STATE ST | NEW ORLEANS | LA | 70118 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,000 | |
| BATON ROUGE COLLEGE PREPATORY CHARTER SCHOOL | ||||||||
| PO BOX 66041 | BATON ROUGE | LA | 70896 | NONE | NC | TO HELP THE ORGANIZATION SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL | $12,075 | |
| WEST FELICIANA PARISH SCHOOL BOARD | ||||||||
| 4727 FIDELITY ST | ST FRANCISVILLE | LA | 70775 | NONE | NC | TO HELP THE ORGANIZATION SUPPORT THE EDUCATIONAL MISSION OF ITS SCHOOLS | $65,000 | |
| SISTERS OF ST JOSEPH - ST PAUL ADULT LEARNING CENTER | ||||||||
| 3920 GUS YOUNG AVENUE | BATON ROUGE | LA | 70802 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $10,000 | |
| BATON ROUGE SYMPHONY LEAGUE INC | ||||||||
| 7330 HIGHLAND ROAD | BATON ROUGE | LA | 70808 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $2,500 | |
| GIRLS ON THE RUN OF GREATER BATON ROUGE | ||||||||
| 11408 LAKE SHERWOOD AVE NORTH SUITE | BATON ROUGE | LA | 70816 | NONE | 501(C)(3) | TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT ORGANIZATION | $1,000 | A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,043,575 | 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 | $687 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,357 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $180,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $180,760 | 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 | $250,000 | Yes (X) |
| LEONARD L GRIGSBY | ||||||
| 2 | 19145 WEST MUIRFIELD | BATON ROUGE | LA | 70810 | $747,075 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $34,215 | $0 | $0 | $0 |
| BANK CHARGES | $161 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $11,715 | $0 | $0 | $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 | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - FOREIGN | $578 | $0 | $0 | $0 |
| TAXES - US | $2,315 | $0 | $0 | $0 |