MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MILTON H LATTER EDUCATIONAL AND CHARITABLE FOUNDATION (EIN 72-6028027)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201241329349101574
- Schema version
- 2011v1.2
- 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 Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T14:35:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721405022 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Kirk Stirton CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street Suite 2250 | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726028027 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milton H Latter Educational and | BusinessNameLine1 |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MILT | NameControl |
| Phone | 5045241921 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street No 2250 | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa A Schlesinger | Name |
| Title | President | Title |
| Phone | 5045689881 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kirk Stirton | Name |
| PTIN | P00035470 | PTIN |
| Phone | 5045689881 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 807596 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 5055 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5055 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61428 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 287713 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61428 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 66488 | TotalRevenueAndExpenses |
| Total Net Investment Income | 66488 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6037 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6037 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 89 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8376 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8287 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 13376 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8287 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 53112 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 58201 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 2 | CashEOY |
| Cash EOYFMV | 2 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 36192 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 67620 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 67620 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 515464 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 537146 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 739974 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 551656 | TotalAssetsBOY |
| Total Assets EOY | 604768 | TotalAssetsEOY |
| Total Assets EOYFMV | 807596 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 683387 | CapitalStockBOY |
| Capital Stock EOY | 683387 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -131731 | RetainedEarningsBOY |
| Retained Earnings EOY | -78619 | RetainedEarningsEOY |
| Total Net Assets BOY | 551656 | TotalNetAssetsBOY |
| Total Net Assets EOY | 604768 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 551656 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 604768 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 551656 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 53112 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 604768 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 604768 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1800 PHI Inc Non-voting | 2005-08-14 | 2011-01-26 | 36802 | 48719 | -11917 | -11917 |
| 200 3-D Sys Corp | 2003-10-22 | 2011-02-17 | 9367 | 1848 | 7519 | 7519 |
| 1400 Sandridge Energy Inc | 2010-10-05 | 2011-03-25 | 16557 | 8193 | 8364 | 8364 |
| 600 3-D Sys Corp | 2003-10-22 | 2011-04-07 | 32596 | 5545 | 27051 | 27051 |
| 450 Pioneer nat Res Co | 2009-06-05 | 2011-05-05 | 40936 | 12217 | 28719 | 28719 |
| 500 Smucker J M Co | 2010-11-23 | 2011-05-31 | 39307 | 31372 | 7935 | 7935 |
| 2000 Bank of America Corp | 2009-06-03 | 2011-06-29 | 22212 | 22805 | -593 | -593 |
| 1200 Carter Inc | 2010-07-29 | 2011-08-18 | 34609 | 28880 | 5729 | 5729 |
| 1000 Basic Energy Services | 2011-07-28 | 2011-10-10 | 17405 | 32525 | -15120 | -15120 |
| 100 O Reilly Automotive Inc | 2006-06-08 | 2011-10-28 | 7569 | 3252 | 4317 | 4317 |
| 600 Iberiabank Corp | 2010-07-26 | 2011-12-23 | 30353 | 30929 | -576 | -576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61428 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8105 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 599535 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.013519 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 9300 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 513229 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.018121 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1425636 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088031 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34300 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1081606 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.031712 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 60800 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1095018 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055524 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.206907 | TotalDistributionRatio |
| Average Distribution Ratio | 0.041381 | AverageDistributionRatio |
| Net Noncharitable Assets | 788093 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 32612 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 582 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33194 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1164 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1164 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1164 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Tax Due | 364 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | Gretchen Plaia | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5045689881 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Poydras Street Suite 2250 | AddressLine1 |
| City | New Orleans | City |
| State | LA | State |
| ZIP Code | 70130 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Lisa A Schlesinger | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | President | 0.00 | 0 | 0 | 0 |
| Patricia L Barnett | ||||||||
| 650 Poydras Street Suite 2250 | New Orleans | LA | 70130 | Vice 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 748781 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 51313 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 800094 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 800094 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12001 | CashDeemedCharitable |
| Net Noncharitable Assets | 788093 | NetNoncharitableAssets |
| Minimum Investment Return | 39405 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39405 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1164 | TaxBasedOnInvestmentIncome |
| Total Tax | 1164 | TotalTax |
| Distributable Amount Before Adj | 38241 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 38241 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 38241 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 5000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 38241 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 53117 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 53117 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 33241 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 33241 | ExcessDistriCyovAppliedCY |
| Total Corpus | 19876 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 19876 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 19876 | ExcessFromYear3 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| LA Cancer Research Consortium | |||||||
| 501 Basin St Suite A | New Orleans | LA | 70112 | None | Not FND | Medical | $2,500 |
| Judah Touro Society | |||||||
| 1401 Foucher Street | New Orleans | LA | 70115 | None | Not FND | Medical | $1,500 |
| Yeshivat Rambam | |||||||
| 6300 Park Heights Ave | Baltimore | MD | 21215 | None | Not FND | Religious | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,055 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $61,428 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $66,488 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 66488 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Hanlon, Stirton & Midkiff CPAs | Category |
| Amount | $2,250 | Amount |
| Net Investment Income | 2250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Abbott Laboratories 450 | 20057 | 25304 |
| Apple Inc 100 | 35747 | 40500 |
| BE Aerospace Inc 1000 | 30659 | 38710 |
| Constant Contact Inc 2000 | 43570 | 46420 |
| Cullen Frost Bankers Inc | 28631 | 31746 |
| Luminex 3000shs | 25476 | 63690 |
| NIC Inc 4300 | 29361 | 57233 |
| Northern Oil & Gas Inc | 41191 | 45562 |
| 3D Systems Corp 3200 shs | 15286 | 46080 |
| Epiq Systems, Inc. 2000 shs | 36041 | 36060 |
| Euronet 1200 | 24034 | 22176 |
| O'Reilly Automotive 500 shs | 16260 | 39975 |
| Varian Medical Sys Inc 500 | 16808 | 33565 |
| Fedex Corporation 400 | 31015 | 33404 |
| Joseph A Bank Clothiers | 37763 | 39008 |
| Pool Corporation 1600 | 38352 | 48160 |
| Sandridge Energy Inc 5100 | 31224 | 41616 |
| VISA Inc CL A | 35671 | 50765 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | St Denis J Villere & Co | Category |
| Amount | $6,037 | Amount |
| Net Investment Income | 6037 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | Category |
| Amount | $89 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |