Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
J Edgar Monroe Foundation
 

Number and street (or P.O. box number if mail is not delivered to street address)3939 North Causeway Boulevard   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Metairie, LA70002
A Employer identification number

72-0784059
B Telephone number (see instructions)

(504) 529-3539
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E 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$11,983,874J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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).............. 760,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 197,385 178,866  
4 Dividends and interest from securities...... 104,798 104,798  
5a Gross rents.............. 83,419 83,419  
b Net rental income or (loss) 70,476
6a Net gain or (loss) from sale of assets not on line 10 -11,758
b Gross sales price for all assets on line 6a 903,140
7 Capital gain net income (from Part IV, line 2)...  
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 -2,288 -2,288  
12 Total. Add lines 1 through 11........ 1,131,556 364,795  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,879 23,479   32,400
14 Other employee salaries and wages...... 62,600 62,600    
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 730 730    
b Accounting fees (attach schedule)....... Click to see attachment 4,925 4,925    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,504 20,504    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 21,000      
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 51,337 18,016    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 216,975 130,254   32,400
25 Contributions, gifts, grants paid........ 597,206 597,206
26 Total expenses and disbursements. Add lines 24 and 25 814,181 130,254   629,606
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 317,375
b Net investment income (if negative, enter -0-) 234,541
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 107,644 135,127 135,127
2 Savings and temporary cash investments.......... 371,500 325,705 325,705
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   33,103    
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 2,940,702 Click to see attachment2,175,552 2,359,598
b Investments—corporate stock (attach schedule)........ 2,597,193 Click to see attachment3,741,145 4,466,198
c Investments—corporate bonds (attach schedule)........ 403,497 Click to see attachment403,497 449,940
11 Investments—land, buildings, and equipment: basis bullet279,528
Less: accumulated depreciation (attach schedule) bullet   274,549 Click to see attachment279,528 4,222,800
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 23,383 Click to see attachment21,096 21,096
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment16,514 Click to see attachment3,410 Click to see attachment3,410
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,768,085 7,085,060 11,983,874
Liabilities 17 Accounts payable and accrued expenses..........    
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) Click to see attachment400  
23 Total liabilities (add lines 17 through 22).......... 400 0
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 6,767,685 7,085,060
30 Total net assets or fund balances (see instructions)...... 6,767,685 7,085,060
31 Total liabilities and net assets/fund balances (see instructions).. 6,768,085 7,085,060
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 6,767,685
2 Enter amount from Part I, line 27a..................... 2 317,375
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 7,085,060
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 7,085,060
Form 990-PF (2014)
Form 990-PF (2014)
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 .334 shs CDK Global Holdings P 2014-04-14 2014-10-01
b 636.33 shs Lord Abbett Invt TR P 2013-09-03 2014-08-25
c 2,0125.694 shs Lord Abbett Invt TR P 2012-07-24 2014-08-25
d 50M AZ Brd Regents Univ Sys P 2010-08-03 2014-04-03
e 85M Defiance County Oh P 2010-08-18 2014-04-03
30M Ithaca City NY P 2010-01-08 2014-04-03
25M Kalamazoo MI Pub Schs P 2010-07-30 2014-04-03
30M Kankakee Vly In Middle P 2010-12-21 2014-04-03
100M La Loc Govt Enviromntl P 2010-12-10 2014-04-03
100M Louisiana Pub Facs Auth P 2009-07-16 2014-07-02
50M Mariemont OH City P 2010-08-24 2014-04-03
100M New Orleasn LA Taxable P 2009-12-17 2014-12-01
25M New Orleans RFDG Txbl P 2012-10-25 2014-04-03
55M New Orleans RFDG Txbl P 2012-10-19 2014-04-03
50M New Orleasn LA Taxable P 2013-01-31 2014-04-03
50M New Orleasn LA Taxable P 2013-01-31 2014-04-03
Weyerhaeuser Co P 2000-01-01 2014-12-31
Weyerhaeuser NR Co P 2000-01-01 2014-12-31
(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 10   9 1
b 2,900   2,918 -18
c 91,725   93,406 -1,681
d 53,125   51,818 1,307
e 90,525   86,720 3,805
31,530   30,412 1,118
25,750   25,513 237
32,430   30,900 1,530
104,500   100,000 4,500
100,000   104,241 -4,241
53,250   52,288 962
100,000   100,824 -824
23,375   25,935 -2,560
52,250   57,219 -4,969
45,287   50,000 -4,713
43,068   49,280 -6,212
47,827   47,827  
5,588   5,588  
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       1
b       -18
c       -1,681
d       1,307
e       3,805
      1,118
      237
      1,530
      4,500
      -4,241
      962
      -824
      -2,560
      -4,969
      -4,713
      -6,212
       
       
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 -11,758
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 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))
2013 568,005 10,931,263 0.05196
2012 735,124 11,017,128 0.06673
2011 156,259 10,750,400 0.01454
2010 328,674 9,746,871 0.03372
2009 227,038 12,520,623 0.01813
2 Total of line 1, column (d) ...................... 2 0.18508
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 0.03702
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 11,824,792
5 Multiply line 4 by line 3....................... 5 437,695
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,345
7 Add lines 5 and 6......................... 7 440,040
8 Enter qualifying distributions from Part XII, line 4.............. 8 629,606
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 (2014)
Form 990-PF (2014)
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 2,345
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  
3 Add lines 1 and 2........................... 3 2,345
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 2,345
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,410
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,910
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 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 3,565
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet3,565 RefundedBullet 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 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
 
No
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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletWilliam F Finegan Telephone no.bullet (504) 529-3539
    Located atbullet3939 North Causeway Boulevard SuiteMetairieLA ZIP+4bullet70002
    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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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
     
    No
    .........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
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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
    Blair Monroe Vice President
    0.00     		10,800    
    3939 N Causeway Blvd Ste 200
    Metairie,LA70002
    William F Finegan Sec/Treasurer
    0.00     		24,079    
    3939 N Causeway Blvd Ste 200
    Metairie,LA70002
    Marjorie Colomb President
    0.00     		21,000    
    3939 N Causeway Blvd Ste 200
    Metairie,LA70002
    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
    Donna N Roebke Executive Director
    24.00     		62,600    
    381 Pencarrow Cirle
    Madisonville,LA70447
    Total number of other employees paid over $50,000...................bullet  
    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.............bullet  
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    6,979,512
    b
    Average of monthly cash balances.......................
    1b
    474,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,550,763
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,004,865
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,004,865
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    180,073
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,824,792
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    591,240
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    591,240
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    2,345
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,345
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    588,895
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    588,895
    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
    588,895
    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
    629,606
    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
    629,606
    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
    2,345
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    627,261
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 588,895
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012....... 193,486
    e From 2013....... 47,648
    fTotal of lines 3a through e......... 241,134
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 629,606
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 588,895
    e Remaining amount distributed out of corpus 40,711
    5 Excess distributions carryover applied to 2014.    
    (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 5 281,845
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		281,845
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012.... 193,486
    d Excess from 2013.... 47,648
    e Excess from 2014.... 40,711
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    J Edgar Monroe Foundation
    3939 North Causeway Boulevard Suite
    Metairie,LA70002
    (504) 529-3539
    bThe form in which applications should be submitted and information and materials they should include:
    Non-Specified
    cAny submission deadlines:
    Non-Specified
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Civic, Educational and Religous in Southeast Louisiana
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    Fore Kids Foundation
    11005 Lapalco Boulevard
    Avondale,LA70094     		None Public General Charitable Purpose 24,000
    Louisiana Civil Service League
    810 Union Street
    New Orleans,LA70112     		None Public General Charitable Purpose 1,000
    Loyola University
    6363 St Charles Avenue
    New Orleans,LA70118     		None Public General Charitable Purpose 200,000
    Jazz on the Bayou
    Post Office Box 5519
    Slidell,LA70469     		None Public General Charitable Purpose 9,500
    New Orleans Museum of Art
    1 Collin diboll Circle
    New Orleans,LA70119     		None Public General Charitable Purpose 15,450
    New Orleans Opera Association
    1010 Common Street Suite 1820
    New Orleans,LA70118     		None Public General Charitable Purpose 2,000
    Louisiana Children's Museum
    420 Julia Street
    New Orleans,LA70130     		None Public General Charitable Purpose 1,500
    The Presevation Society of Newport
    424 Bellevue Avenue
    Newport,RI02840     		None Priv Fndt General Charitable Purpose 35,000
    The NO Province of the Society of J
    710 Baronne Street Suite B
    New Orleans,LA70113     		None Public General Charitable Purpose 10,000
    LSU Health Services Foundation
    1542 Tulane Avenue 2nd Floor
    New Orleans,LA70112     		None Public General Charitable Purpose 15,220
    Volunteers of America
    4152 Canal Street
    New Orleans,LA70119     		None Public General Charitable Purpose 20,000
    Stuart Hall School for Boys
    2032 S Carrollton Ave
    New Orleans,LA70118     		None Public General Charitable Purpose 10,000
    Archbishop Community Appeal
    7887 Walmsley Avenue
    New Orleans,LA70125     		None Public General Charitable Purpose 5,000
    Make A Wish Foundaton
    3340 Severn Avenue Suite 350
    Metairie,LA70002     		None Public General Charitable Purpose 13,000
    Youth Services Bureau
    430 N New Hampshire
    Covington,LA70433     		None Public General Charitable Purpose 17,280
    Jefferson Performing Arts Society
    1118 Clearview Parkway
    Metairie,LA70001     		None Public General Charitable Purpose 9,500
    Junior Achievement
    5100 Orleans Avenue
    New Orleans,LA70124     		None Public General Charitable Purpose 1,776
    Brain Aneurysm Foundation
    516 Holm Oak Lane
    Mandeville,LA70471     		None Public General Charitable Purpose 3,000
    National World War II Museum
    945 Magazine Street
    New Orleans,LA70130     		None Public General Charitable Purpose 10,000
    Magnolia School Inc
    100 Central Avenue
    Jefferson,LA70121     		None Public General Charitable Purpose 5,000
    Boys Hope Girls Hope
    P O Box 19307
    New Orleans,LA70179     		None Public General Charitable Purpose 14,500
    Longue Vue House and Gardens
    7 Bamboo Road
    New Orleans,LA70124     		None Public General Charitable Purpose 2,200
    Louisiana Philharmonic Orchestra
    225 Baronne Street Suite 910
    New Orleans,LA70112     		None Public General Charitable Purpose 4,000
    Covenant House
    611 North Rampart Street
    New Orleans,LA70112     		None Public General Charitable Purpose 10,000
    Childrens Hospital
    200 Henry Clay Avenue
    New Orleans,LA70118     		None Public General Charitable Purpose 5,000
    Lighthouse for the Blind
    123 State Street
    New Orleans,LA70118     		None Public General Charitable Purpose 5,000
    WYES
    111 Veterans Blvd
    Metairie,LA70005     		None Public General Charitable Purpose 5,000
    John J Hainkel Jr Home Rehab Center
    612 Henry Clay Avenue
    New Orleans,LA70118     		None Public General Charitable Purpose 10,000
    Bayou District Foundation
    320 Julia St
    New Orleans,LA70130     		None Public General Charitable Purpose 10,000
    Southeastern University
    500 Western Ave
    Hammond,LA70402     		None Public General Charitable Purpose 5,000
    Grace House
    4150 Earhart Blvd
    New Orleans,LA70125     		None Public General Charitable Purpose 5,000
    YMCA
    1050 S Jefferson Davis Pkwy
    New Orleans,LA70125     		None Public General Charitable Purpose 5,000
    St Francis Xavier Church
    444 Metairie Road
    Metairie,LA70005     		None Public General Charitable Purpose 10,000
    St Michael Special School
    1522 Chippewa Street
    New Orleans,LA70130     		None Public General Charitable Purpose 5,000
    New Orleans Center for Creative Art
    2800 Chartres Street
    New Orleans,LA70117     		None Public General Charitable Purpose 6,200
    Metropolitan Crime Commission
    1615 Poydras Street Ste 1060
    New Orleans,LA70112     		None Public General Charitable Purpose 1,000
    South Broad Community Health
    2705 S Broad St
    New Orleans,LA70125     		None Public General Charitable Purpose 6,000
    Easter Seals
    1513 Line Ave Suite 355
    Shreveport,LA71101     		None Public General Charitable Purpose 11,440
    Archdiocese of New Orleans
    1000 Howard Ave Ste 800
    New Orleans,LA70113     		None Public General Charitable Purpose 20,000
    Christopher Homes Inc
    1000 Howard Ave Suite 100
    New Orleans,LA70113     		None Public General Charitable Purpose 10,000
    St Tammany Hospital Foundation
    1202 South Tyler
    Covington,LA70433     		None Public General Charitable Purpose 4,640
    Wounded War Heroes
    13340 Fleur De Lis Dr
    Gonzales,LA70737     		None Public General Charitable Purpose 6,000
    The Bishop Perry Center
    1941 Dauphine Street
    New Orleans,LA70116     		None Public General Charitable Purpose 10,000
    Nat'l Votive Shrine Our Lady of Pro
    2734 Nashville
    New Orleans,LA70115     		None Public General Charitable Purpose 10,000
    New Orleans Women's Shelter
    PO Box 3520
    New Orleans,LA70177     		None Public General Charitable Purpose 5,000
    New Orleans Ballet Association
    935 Gravier St
    New Orleans,LA70112     		None Public General Charitable Purpose 1,000
    Project Christmas St Tammany
    PO Box 4043
    Slidell,LA70459     		None Public General Charitable Purpose 2,000
    Total .................................bullet 3a 597,206
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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....          
    3
    Interest on savings and temporary cash investments ............     		    14 197,385  
    4 Dividends and interest from securities....     14 104,798  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 70,476  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -11,758  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMemore, LLC 73-1693009     14 -2,207  
    bSt Tammany 357 20-4917399     14 -81  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   358,613  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13358,613
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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) 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 (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    J Edgar Monroe Foundation
     
    Employer identification number

    72-0784059
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number

    72-0784059
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    Estate of J Edgar Monroe  
    3939 N Causeway Blvd Ste 200
     
    Metairie, LA70002

    		$760,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number

    72-0784059
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number

    72-0784059
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0

    TY 2014 AccountingFeesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 4,925 4,925 0 0

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Merrill Lynch 6.05% Sub Notes 101,455 106,165
    Bear Stearns Co Note 100,000 115,147
    American Express Senior Notes 7.0% 150,000 173,267
    Kinder Morgan Inc. Notes 22,042 25,159
    Bank of America 5% Due 9/28/14 30,000 30,202

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    IberiaBank Corporation 60,458 123,993
    SPDR S&P 500 Trust Et Spy 126,959 205,540
    SPDR Dow Jones Indl 41,320 88,940
    Morgan Stanley 25,000 25,600
    Powershares QQQ 14,201 51,625
    United Technologies, Corp. 31,623 57,500
    Hancock Holding Co 24,286 26,126
    AT&T Inc. 37,260 33,590
    Freeport -McMoran Copper & Gold 15,151 9,344
    Verizon Communications 44,073 46,780
    AFLAC, Inc. 53,834 61,090
    Dow Chemical Company 40,023 45,610
    DuPont E.I. De Nemours & Co. 58,138 73,940
    Fedex Croporation 102,632 173,660
    Clorox Company 82,815 104,210
    McDonalds Corp 93,182 93,700
    Norfolk Southern Corp 74,148 109,610
    Boeing Co 117,534 129,980
    General Mills 48,547 53,330
    Genl Dynamics Corp Com 89,436 137,620
    International Business Machine Corp 186,738 160,440
    Kohls Corp 52,184 61,040
    Kraft Foods Group 52,679 62,660
    Lockheed Martin Corp 138,541 192,570
    Pepsico 79,537 94,560
    Pimco Dynamic 50,000 41,300
    Under Armour Inc 21,550 54,320
    Altria Group Inc 35,981 49,270
    Chevron Corp 244,928 224,360
    Exxon Mobil Corp 177,533 184,900
    Home Depot Inc 39,123 52,485
    Johnson & Johnson 94,505 104,570
    Kellogg Company 30,618 32,720
    Kimberly Clark Corp 92,899 115,540
    Lowes Companies Inc. 48,146 68,800
    Microchip Technology Inc 40,705 45,110
    Pfizer Inc 29,683 31,150
    Proctor & Gamble Company 82,420 91,090
    Southern Company 42,611 49,110
    Abbvie Inc. 47,409 65,440
    Automated Data Processing 65,345 83,370
    Bank Montreal Quebec 69,228 70,730
    Baxter International Inc. 73,516 73,290
    Cabelas 68,551 52,710
    CDK Global Holdings 9,445 13,573
    Chubb Corp 91,665 103,470
    Cisco Systems 47,075 55,630
    Conns Inc. 41,578 18,690
    Conoco Phillips 71,953 69,060
    Entergy Corp 71,254 87,480
    Halyard Health Inc. 4,024 5,684
    Intel Corp 26,946 36,290
    JP Morgan Chase & Co 61,206 62,580
    Leggett & Platt Inc 32,643 42,610
    Microsoft Corp 41,822 46,450
    PPL Corporation 66,179 72,660
    Triumph Group 66,428 67,220
    Union Pacific Corp 63,877 71,478

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    2,175,552
    State & Local Government Securities - End of Year Fair Market Value:


    2,359,598


    TY 2014 InvestmentsLandSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 279,528   279,528 4,222,800

    TY 2014 InvestmentsOtherSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Memoree, LLC AT COST 20,938 20,938
    St. Tammany 357, LLC AT COST 158 158

    TY 2014 LegalFeesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 730 730 0 0


    TY 2014 OtherAssetsSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Prepaid Income Taxes 16,513 3,410 3,410


    TY 2014 OtherExpensesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 211 211    
    Insurance 22,337 4,862    
    Meals & Entertainment 239      
    Miscellaneous 3,172      
    Office Expense 7,457      
    Postage 183      
    Rental Expenses 12,943 12,943    
    Telephone 4,795      


    TY 2014 OtherIncomeSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Memore, LLC 73-1693009 -2,207 -2,207  
    St Tammany 357 20-4917399 -81 -81  


    TY 2014 TaxesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN: 72-0784059
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 13,103 13,103    
    Payroll Taxes 4,831 4,831    
    Property Tax 2,570 2,570