Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
THE ALMAR FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)601 POYDRAS ST   Room/suite
City or town, state, and ZIP code
NEW ORLEANS, LA70130
A Employer identification number

72-1371702
B Telephone number (see instructions)

(504) 523-1445
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,340,570J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 27,731 27,731  
4 Dividends and interest from securities...... 473,344 473,344  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 393,284
b Gross sales price for all assets on line 6a 3,195,555
7 Capital gain net income (from Part IV, line 2)... 393,284
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -15,029 325  
12 Total. Add lines 1 through 11........ 879,330 894,684  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,000 14,522   33,478
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,300 4,202   2,098
c Other professional fees (attach schedule).... Click to see attachment 17,962 17,962    
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,430 2,038   5,392
19 Depreciation (attach schedule) and depletion... Click to see attachment 39 39  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,763 10,079   383
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,494 48,842   41,351
25 Contributions, gifts, grants paid........ 1,044,586 1,044,586
26 Total expenses and disbursements. Add lines 24 and 25 1,145,080 48,842   1,085,937
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -265,750
b Net investment income (if negative, enter -0-) 845,842
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 56,259 184,695 184,695
2 Savings and temporary cash investments.......... 252,395 485,942 485,942
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 2,778,121 Click to see attachment2,661,758 5,069,922
c Investments—corporate bonds (attach schedule)........ 597,430 Click to see attachment550,542 587,784
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 11,958,322 Click to see attachment11,494,194 12,012,208
14 Land, buildings, and equipment: basis bullet667
Less: accumulated depreciation (attach schedule) bullet648 58 Click to see attachment19 19
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,642,585 15,377,150 18,340,570
Liabilities 17 Accounts payable and accrued expenses..........   315
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   315
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 15,642,585 15,376,835
30 Total net assets or fund balances (see page 17 of the
instructions).................... 15,642,585 15,376,835
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 15,642,585 15,377,150
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 15,642,585
2 Enter amount from Part I, line 27a..................... 2 -265,750
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 15,376,835
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 15,376,835
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,195,555 0 2,802,271 393,284
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 393,284
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 393,284
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 823,742 18,519,190 0.044480
2010 740,024 16,704,777 0.044300
2009 902,959 14,480,481 0.062357
2008 754,557 19,622,359 0.038454
2007 857,246 23,207,483 0.036938
2 Total of line 1, column (d) ...................... 2 0.226529
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.045306
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 17,947,586
5 Multiply line 4 by line 3....................... 5 813,133
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 8,458
7 Add lines 5 and 6......................... 7 821,591
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,085,937
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,458
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 8,458
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,458
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 9,800
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. : -9800 7 9,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,342
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet1,342 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSUSAN COUVILLON Telephone no.bullet (504) 523-1445
    Located atbullet601 POYDRAS ST STE 1726NEW ORLEANSLA ZIP+4bullet70130
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    ALDEN LABORDE trustee
    1.00     		1,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    SUSAN COUVILLON fdn manager
    13.00     		43,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    JOHN LABORDE trustee
    1.00     		1,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    JAMES LABORDE trustee
    1.00     		1,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    STEPHANIE LABORDE trustee
    1.00     		1,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    JANE ROUSSEL trustee
    1.00     		1,000 0 0
    601 POYDRAS ST STE 1726
    NO,LA70130
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,823,515
    b
    Average of monthly cash balances.......................
    1b
    397,384
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,220,899
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,220,899
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    273,313
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,947,586
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    897,379
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    897,379
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    8,458
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,458
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    888,921
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    888,921
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    888,921
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,085,937
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,085,937
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    8,458
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,077,479
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 888,921
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 867,356
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,085,937
    a Applied to 2011, but not more than line 2a 867,356
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 218,581
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		670,340
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011....  
    e Excess from 2012....  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ALDEN LABORDE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    SUSAN COUVILLON
    601 POYDRAS ST STE 1726
    NEW ORLEANS,LA70130
    (504) 523-1445
    bThe form in which applications should be submitted and information and materials they should include:
    CALL THE FOUNDATION MANAGER SUSAN COUVILLON TO REQUEST THE FORM & INFORMATION NEEDED AT (504) 523-1445
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    BOARD APPROVAL
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACA CHILDREN'S SCHOLARSHIP FUND
    1000 HOWARD AVE STE 700
    NEW ORLEANS,LA70113     		  Public Operations 5,000
    ACA POPE JOHN PAUL EXHIBIT
    7887 WALMSLEY
    NEW ORLEANS,LA70125     		  Public Exhibit 25,000
    ARCHDIOCEAN SPIRITUALITY CENTER
    2901 S CARROLTON AVE
    NEW ORLEANS,LA70118     		  Public Operations 1,000
    BATON ROUGE AREA FOUNDATION
    402 N FOURTH ST
    BATON ROUGE,LA70802     		  Public Animal TransportJazz Coalition 1,250
    BOYS & GIRLS CLUB OF ROCHESTER
    500 GENESEE ST
    ROCHESTER,NY14611     		  Public Operations 1,800
    BRIDGE HOUSE
    4150 EARHART BLVD
    NEW ORLEANS,LA70125     		  Public Operations 20,000
    CATHOLIC CENTER-TULANE UNIV
    1037 AUDUBON ST
    NEW ORLEANS,LA70118     		  Public Capital Campaign 51,000
    CATHOLIC CHARITIES OF NO
    1000 HOWARD AVE
    NEW ORLEANS,LA70113     		  Public Isaac ReliefOperations 128,000
    CATHOLIC UNIV OF AMERICA
    620 MICHIGAN AVE NE
    WASHINGTON,DC20064     		  Public Operations 5,000
    CHRON'S & COLITIS FOUND
    8019 MAPLE ST
    NEW ORLEANS,LA70118     		  Public Operations 668
    CITY PARKTRUST FOR PUBLIC LAND
    1 PALM DR
    NEW ORLEANS,LA70124     		  Public Operations 25,450
    COALITION FOR LOUISIANA PROGRESS
    650 N SIXTH ST
    BATON ROUGE,LA70802     		  Public Operations 7,500
    COMMUNITIES IN SCHOOLS
    PO BOX 792800
    NEW ORLEANS,LA70179     		  Public Operation 2,000
    FIRST LINE SCHOOLS
    3649 LAUREL ST
    NEW ORLEANS,LA70115     		  Public Education 10,000
    GOOD SHEPARD SCHOOL
    353 BARONNE ST
    NEW ORLEANS,LA70112     		  Public Education 20,000
    GREATER NEW ORLEANS FOUND
    1055 ST CHARLES AVE
    NEW ORLEANS,LA70130     		  Public Operations 1,000
    HOPE MINISTRIES
    4643 WINBOURNE AVE
    BATON ROUGE,LA70805     		  Public Operations 1,000
    JEFFERSON DOLLARS FOR SCHOLARS
    3330 N CAUSEWAY BLVD STE 429
    METAIRIE,LA70002     		  Public Capital Campaign 5,000
    JESUIT HIGH SCHOOL
    4133 BANKS ST
    NEW ORLEANS,LA70119     		  Public Capital Campaign& Annual Giving 3,368
    JOHN HAINKEL HOME
    612 HENRY CLAY AVE
    NEW ORLEANS,LA70118     		  Public Operations 2,000
    JUNIOR ACHIEVEMENT-BAY AREA
    3003 OAK RD STE 109
    WALNUT CREEK,CA94597     		  Public Operations 500
    KIPP SCHOOLS
    PO BOX 2390
    NEW ORLEANS,LA70176     		  Public Operations 5,000
    LAKEVIEW SHEPARD CENTER
    316 38TH STREET
    NEW ORLEANS,LA70124     		  Public Operations 5,000
    LAMBETH HOUSE FOUNDATION
    150 BROADWAY
    NEW ORLEANS,LA70118     		  Public Operations 10,000
    LATTER LIBRARY
    2324 CAMP STREET
    NEW ORLEANS,LA70130     		  Public Operations 5,000
    LEGACY DONOR FUND
    PO BOX 15680
    NEW ORLEANS,LA70175     		  Public Operations 2,000
    LIBERTY'S KITCHEN
    PO BOX 19293
    NEW ORLEANS,LA70179     		  Public Operations 5,000
    LONGUE VUE HOUSE & GARDENS
    7 BAMBOO RD
    NEW ORLEANS,LA70124     		  Public Education 10,000
    LOUISIANA CHILDREN'S MUSEUM
    420 JULIA ST
    NEW ORLEANS,LA70130     		  Public Operations 18,500
    LOUISIANA LANDMARKS SOCIETY
    1440 MOSS ST
    NEW ORLEANS,LA70119     		  Public Operations 10,250
    LOYOLA UNIVERSITY
    6363 ST CHARLES AVE
    NEW ORLEANS,LA70118     		  Public English Dept.& Education 80,000
    LSU FOUNDATION
    3838 W LAKESHORE DR
    BATON ROUGE,LA70808     		  Public Education 250
    LSU HEALTH SCIENCES CENTER
    450-A S CLAIBORNE AVE
    NEW ORLEANS,LA70112     		  Public Orthopedics& Operations 99,600
    MANRESA HOUSE OF RETREATS
    PO BOX 89
    CONVENT,LA79723     		  Public Operations 500
    MEDICIN SANS FRONTIERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		  Public Operations 1,000
    METROPOLITAN CRIME COMMISSION
    1615 POYDRAS ST STE 1060
    NEW ORLEANS,LA70112     		  Public Operations 1,000
    MILLS PENINSULA HOSPITAL FOUND
    1501 TROUSDALE DR
    BURLINGAME,CA94010     		  Public Hospital 500
    MISSION TO THE WORLD
    1600 N BROWN ROAD
    LAWRENCEVILLE,GA30043     		  Public Operations 300
    MOUNT CARMEL ACADEMY
    7027 MILNE ST
    NEW ORLEANS,LA70124     		  Public Operations 51,000
    MR CHARLIE RIG MUSEUM
    13111 FIRST ST
    MORGAN CITY,LA70381     		  Public Museum 35,000
    NAVY SEAL FOUNDATION
    1619 D ST BLDG 5326
    VIRGINIA BEACH,VA23459     		  Public Foundation 500
    NEW SCHOOLS FOR NEW ORLEANS
    200 BROADWAY SUITE 108
    NEW ORLEANS,LA70118     		  Public Operations 5,000
    NEWMAN SCHOOL
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		  Public Operations 500
    NOCCA
    2800 CHARTRES ST
    NEW ORLEANS,LA70117     		  Public Education 5,000
    NOCCJ
    650 POYDRAS ST STE 2303
    NEW ORLEANS,LA70130     		  Public Operations 2,000
    NOTRE DAME SEMINARY
    2901 S CARROLLTON AVE
    NEW ORLEANS,LA70118     		  Public Education 10,000
    PEACE BY PEACE
    PO BOX 720019
    ATLANTA,GA30358     		  Public Operations 250
    PRO BONO PUBLICO FOUND
    PO BOX 531024
    NEW ORLEANS,LA70153     		  Public Operations 1,000
    REFORMED UNIVERSITY MINISTRIES
    1700 N BROWN RD STE 104
    LAWRENCEVILLE,GA30043     		  Public Education 2,500
    RIVERSIDE ACADEMY
    332 RAILROAD AVE
    RESERVE,LA70084     		  Public Education 500
    ST CATHERINE OF SIENA CHURCH
    1310 BAYSWATER AVE
    BURLINGAME,CA94010     		  Public Operations 2,000
    ST FRANCIS OF ASSISI CHURCH
    631 STATE ST
    NEW ORLEANS,LA70118     		  Public Operations 1,000
    ST JOAN OF ARC CHURCH
    529 WEST FIFTH ST
    LAPLACE,LA70068     		  Public Operations 10,000
    ST JOAN OF ARC SCHOOL
    412 FIR ST
    LAPLACE,LA70068     		  Public Education 10,000
    ST JOSEPH'S ABBEY
    75376 RIVER RD
    ST BENEDICT,LA70457     		  Public Education 20,000
    ST JUDE COMMUNITY CENTER
    400 N RAMPART ST
    NEW ORLEANS,LA70112     		  Public Operations 5,000
    ST LOUIS CATHEDRAL
    615 PERE ANTOINE ALLEY
    NEW ORLEANS,LA70116     		  Public Stained Glass 5,000
    ST MICHAEL'S SPECIAL SCHOOL
    1522 CHIPPEWA ST
    NEW ORLEANS,LA70130     		  Public Silva Memorial& Operations 5,750
    ST PIUX X MEMORIAL GARDEN
    6666 SPANISH FORT BLVD
    NEW ORLEANS,LA70124     		  Public Memorial 100,000
    ST VINCENT DE PAUL SOCIETY
    6666 SPANISH FORT BLVD
    NEW ORLEANS,LA70124     		  Public Operations 25,000
    SECOND HARVEST FOOD BANK
    750 CURTNER AVE
    SAN JOSE,CA95125     		  Public Food for the poor 250
    SECOND HARVEST FOOD BANK
    700 EDWARDS AVE
    NEW ORLEANS,LA70123     		  Public Food for the poor 50,000
    SISTER SERVANTS OF MARY
    5001 PERLITA ST
    NEW ORLEANS,LA70122     		  Public Operations 5,000
    SOUTHERN DOMINICAN PROVINCE
    1421 N CAUSEWAY BLVD
    METAIRIE,LA70001     		  Public Seminary Education 10,000
    SPECIAL OPERATIONS WARRIOR FOUND
    PO BOX 13483
    TAMPA,FL33681     		  Public Operations 1,000
    SYMPHONY CHORUS
    PO BOX 50542
    NEW ORLEANS,LA701500542     		  Public Operations 5,000
    TEACH FOR AMERICA
    1055 ST CHARLES AVE STE 600
    NEW ORLEANS,LA70130     		  Public Sponsor Teachers 10,000
    TRINITY SCHOOL
    1329 JACKSON AVE
    NEW ORLEANS,LA70130     		  Public Education &Headmaster's Fund 1,650
    TULANE ATHLETICS
    PO BOX 61075
    NEW ORLEANS,LA701619986     		  Public Operations 3,000
    TULANE UNIVERSITY
    BIOMEDICAL ENGINEERING - BOGGS 500
    NEW ORLEANS,LA70118     		  Public Education 25,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400807
    CHARLOTTESVILLE,VA22904     		  Public Education 250
    UNIVERSITY OF PENNSYLVANIA
    3451 WALNUT ST
    PHILADELPHIA,PA19104     		  Public Education 250
    VOLUNTEERS OF AMERICA
    4152 CANAL ST
    NEW ORLEANS,LA70119     		  Public Operations 1,000
    WASHINGTON & LEE UNIVERSITY
    204 W WASHINGTON ST
    LEXINGTON,VA24450     		  Public Annual Fund 3,500
    WLAE
    3330 N CAUSEWAY BLVD
    METAIRIE,LA70002     		  Public Public Television 5,000
    WRKF
    3050 VALLEY CREEK DR
    BATON ROUGE,LA70808     		  Public Public Radio 250
    YOUNG LIFE
    PO BOX 740896
    NEW ORLEANS,LA70174     		  Public Operations 5,000
    WORLD WAR II MUSEUM
    945 MAGAZINE ST
    NEW ORLEANS,LA70130     		  Public Museum 50,000
    YMCA-ROCHESTER
    444 EAST MAIN ST
    ROCHESTER,NY14604     		  Public Operations 1,000
    Total .................................bullet 3a 1,044,586
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 27,731  
    4 Dividends and interest from securities....     14 473,344  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 393,284  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: anontaxable distributions     14 -19,833  
    bCalumet Specialty Products Pt     14 -295  
    cTerra Nitrogen Co., LP     14 620  
    dTC Pipelines LP     14 -2,771  
    etax exempt income     14 7,250  
    12 Subtotal. Add columns (b), (d), and (e)..   879,330  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13879,330
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Janice Bourgeois tax 6,300 4,202   2,098

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 DepreciationSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer 2009 2008-09-30 667 275 200DB 5.00 39      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Capital Gains and Losses Part IV   Purchased     3,195,555 2,802,271     393,284  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Home Depot 5.4% 98,874 114,242
    Dean Whitter Discover 6.75% 51,280 54,976
    Western Union Co 3.65% 49,979 51,301
    JP Morgan Chase 5.125% 47,770 53,130
    New York Life 4.6% 49,420 50,538
    Merrill Lynch 5.7% 48,997 54,770
    LA Hsg Fun Agency 7.25% 102,008 104,404
    AT&T Inc 1.6% 50,097 50,675
    Pepsico Inc 3.125% 52,117 53,748

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3-D Sys Corp 32,849 213,400
    Abbott Labs 55,620 85,150
    Amedisys Inc 23,656 9,045
    Annaly Capital MgmtInc REIT 88,543 73,991
    Apple Inc 75,680 111,756
    ATP Oil & Gas Corp 21,415 48
    Bank of America 80,446 96,475
    BE Aerospace Inc 73,020 118,560
    Carnival Corp 84,535 99,279
    Cisco Systems Inc 21,493 21,614
    Conns Inc 37,028 39,857
    Constant Contact 99,301 66,787
    Devon Energy Corp 39,410 26,020
    Diamond Offshore Drilling Inc 38,829 31,262
    Endurance Specialty Holding 94,960 95,256
    Enerplus Resources Fd 150,798 55,728
    Epiq Systems Inc 77,467 84,150
    Euronet Worldwide Inc 88,563 118,000
    Flowers Foods Inc 77,987 97,734
    Gulf Island Stock 51,230 2,403,000
    Ingredion Inc 87,396 109,531
    ION Geophysical Corp 112,538 100,254
    Luminex Corp 80,795 109,190
    Marathon Oil Corp 8,571 9,198
    Marathon Petroleum 5,478 9,450
    NIC Inc 30,796 116,014
    Noble Corp Barr Namen-AKT 61,379 51,708
    Northern Oil & Gas 88,671 72,326
    Nucor Corp 60,900 43,160
    Pengrowth Energy Corp 215,930 64,610
    Penn West Energy Petroleum Ltd 309,571 109,903
    Petroleo Brasileiro 53,916 23,364
    Pool Corporation 82,449 156,584
    Tidewater Inc 33,918 26,808
    Varian Med Sys Inc 51,760 84,288
    Visa Inc 64,860 136,422

    TY 2012 InvestmentsOtherSchedule2
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Vanguard Total Int'l Stock Index Signal   2,871,114 2,699,090
    Vanguard Total Stock Mkt Idx Signal   3,278,790 3,817,550
    Inv. Fund for Foundations   2,399,135 2,446,103
    Wells REIT   91,602 73,300
    Pimco Total Return Fund   494,661 505,605
    Power Income Fund Class I   212,799 204,800
    Pimco Emerging Mkts Bond Fund   100,086 120,278
    Pimco Income Fund Class A   180,612 199,909
    Pimco Global Advantage Strategy   113,539 119,262
    Principal High Yield II Fund   126,730 137,009
    Pimco All Assett All Authority Fund   165,441 179,809
    Pimco Unconstrained Bond Fund   104,155 109,835
    Ishares Tr IBoxx USD Invt Grade   47,995 60,495
    Ishares Tr Barclays Inter Cr Bond Fund   121,343 140,114
    Ishares Tr S&P U S PFD Stk Index Fd   120,274 118,860
    Amcap Fund Class F1   80,001 83,521
    Capital Income Builder Fund Class F1   101,448 102,881
    DWS Rreef Real Estate Securities Fd CL A   72,636 73,112
    Dodge & Cox Income Fd   100,747 100,175
    Europacific Growth Fd CL F1   132,329 138,490
    Fundamental Investors Fd CL F1   100,692 104,483
    Goldman Sachs Growth Opportunites Fd CL IR   42,797 42,311
    Goldman Sachs Satellite Strategies Port Fd   51,193 51,812
    Perkins Mid Cap Value Fd Cl A   41,704 41,521
    Mainstay High Yield Corp Bond Fd Cl A   50,579 50,830
    Neuberger Berman Genesis Fd Investor CL   74,573 72,171
    Templeton Global Bond Fund Cl A   41,388 41,133
    Vanguard Inflation Protected Securities Fd   41,080 39,775
    Washington Mutual Investors Fund Cl F1   80,582 82,475
    TC Pipelines Partnership   45,084 46,414
    Next Dividend receivables   5,764 5,764
    Prudential Dividend receivables   2,371 2,371
    Wells Reit Dividend receivables   950 950

    TY 2012 LandEtcSchedule2
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Computer 2009 667 648 19  


    TY 2012 OtherExpensesSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    prepaid taxes 9,800      
    foreign taxes 9,896 9,896    
    Bank Fees 34 17   17
    Meals 1,001 150   350
    Office Exp 32 16   16


    TY 2012 OtherIncomeSchedule2
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    nontaxable distributions -19,833    
    Calumet Specialty Products Pt -295 -295  
    Terra Nitrogen Co., LP 620 620  
    TC Pipelines LP -2,771    
    tax exempt interest 7,250    


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Villere Investment investment fees 16,936 16,936    
    Raymond James investment fees 1,026 1,026    


    TY 2012 TaxesSchedule
    Name:
    THE ALMAR FOUNDATION
    EIN: 72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 7,430 2,038   5,392