Form990-PF

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
WOLDENBERG FOUNDATION CO TRUDI BRIEDE
 

Number and street (or P.O. box number if mail is not delivered to street address)524 METAIRIE ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA70005
A Employer identification number

72-6022665
B Telephone number (see instructions)

(504) 837-1500
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$34,636,416J 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).............. 0
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 97 97  
4 Dividends and interest from securities...... 451,749 451,749  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,824,082
b Gross sales price for all assets on line 6a 9,317,822
7 Capital gain net income (from Part IV, line 2)... 2,824,082
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 8,827 8,827 0
12 Total. Add lines 1 through 11........ 3,284,755 3,284,755 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 30,000 0 90,000
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 8,950 2,237 0 6,713
c Other professional fees (attach schedule).... Click to see attachment 10,941 2,734 0 8,207
17 Interest............... 2,683 2,683 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 647 647 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,256 2,313 0 6,943
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 191,959 191,742 0 217
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 344,436 232,356 0 112,080
25 Contributions, gifts, grants paid........ 2,090,816 2,090,816
26 Total expenses and disbursements. Add lines 24 and 25 2,435,252 232,356 0 2,202,896
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 849,503
b Net investment income (if negative, enter -0-) 3,052,399
c Adjusted net income (if negative, enter -0-)... 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...............      
2 Savings and temporary cash investments.......... 1,248,052 2,820,134 2,820,134
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        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 10,772 20,772 20,772
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,986,588 Click to see attachment16,901,864 22,409,388
c Investments—corporate bonds (attach schedule)........ 4,190,205 Click to see attachment3,407,983 3,601,910
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,897,696 Click to see attachment3,147,697 5,784,212
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,333,313 26,298,450 34,636,416
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)    
23 Total liabilities (add lines 17 through 22).......... 0 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......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 25,333,313 26,298,450
30 Total net assets or fund balances (see instructions)...... 25,333,313 26,298,450
31 Total liabilities and net assets/fund balances (see instructions).. 25,333,313 26,298,450
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 25,333,313
2 Enter amount from Part I, line 27a..................... 2 849,503
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 115,821
4 Add lines 1, 2, and 3.......................... 4 26,298,637
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 187
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 26,298,450
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 INVESTMENTS - FROM K-1'S P 2013-01-01 2014-12-31
b INVESTMENTS - FROM K-1'S P 2014-01-01 2014-12-31
c INVESTMENTS - FROM K-1'S P 2013-01-01 2014-12-31
d ALLERGAN INCORPORATED (AGNOLD) P 2013-05-01 2014-03-26
e ALLERGAN INCORPORATED (AGNOLD) P 2013-06-21 2014-03-26
DISCOVERY COMMUNICATNS NEW (DISCA) P 2013-11-20 2014-08-21
DISCOVERY COMMUNICATNS NEW (DISCA) P 2013-11-20 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCA) P 2013-11-26 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCA) P 2013-12-20 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCA) P 2014-01-29 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCA) P 2014-03-19 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCK) P 2013-11-20 2014-08-21
DISCOVERY COMMUNICATNS NEW (DISCK) P 2013-11-20 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCK) P 2013-11-26 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCK) P 2013-12-20 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCK) P 2014-01-29 2014-11-14
DISCOVERY COMMUNICATNS NEW (DISCK) P 2014-03-19 2014-11-14
EDWARDS LIFESCIENCES (EW) P 2013-06-12 2014-04-14
HOWARD HUGHES CORPORATION (HHC) P 2013-09-18 2014-04-02
ILLUMINA INCORPORATED (ILMN) P 2014-02-10 2014-06-16
ILLUMINA INCORPORATED (ILMN) P 2014-02-10 2014-12-18
LEGGETT & PLATT INCORPORATED (LEG) P 2014-06-19 2014-11-06
PHARMACYCLICS INCORPORATED (PCYC) P 2014-01-13 2014-12-18
RED HAT INCORPORATED (RHT) P 2013-05-15 2014-01-28
RED HAT INCORPORATED (RHT) P 2013-05-15 2014-03-24
RED HAT INCORPORATED (RHT) P 2013-10-16 2014-10-02
RED HAT INCORPORATED (RHT) P 2013-10-29 2014-10-02
SPLUNK INCORPORATED (SPLK) P 2014-02-20 2014-11-17
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-01-28
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-02-11
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-02-19
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-04-10
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-04-22
TESLA MTRS INCORPORATED (TSLA) P 2013-08-23 2014-05-30
TESLA MTRS INCORPORATED (TSLA) P 2013-10-25 2014-05-30
TESLA MTRS INCORPORATED (TSLA) P 2013-11-06 2014-05-30
TESLA MTRS INCORPORATED (TSLA) P 2013-11-06 2014-07-02
TESLA MTRS INCORPORATED (TSLA) P 2013-11-06 2014-08-12
TESLA MTRS INCORPORATED (TSLA) P 2013-11-08 2014-08-12
TJX COMPANIES INCORPORATED NEW (TJX) P 2014-05-30 2014-10-20
TRACTOR SUPPLY COMPANY (TSCO) P 2014-07-16 2014-12-18
VMWARE INCORPORATED CLASS A (VMW) P 2013-05-13 2014-01-28
VMWARE INCORPORATED CLASS A (VMW) P 2013-05-13 2014-03-20
VMWARE INCORPORATED CLASS A (VMW) P 2013-05-13 2014-04-01
VMWARE INCORPORATED CLASS A (VMW) P 2013-05-13 2014-04-10
VMWARE INCORPORATED CLASS A (VMW) P 2013-05-13 2014-04-22
ALEXION PHARMACEUTICALS (ALXN) P 2012-10-24 2014-03-24
ALEXION PHARMACEUTICALS (ALXN) P 2012-10-24 2014-12-17
ALEXION PHARMACEUTICALS (ALXN) P 2013-01-23 2014-12-17
ALEXION PHARMACEUTICALS (ALXN) P 2013-01-23 2014-12-18
ALLERGAN INCORPORATED (AGNOLD) P 2009-12-29 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-03-18 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-03-31 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-05-28 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-09-10 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-11-10 2014-01-28
ALLERGAN INCORPORATED (AGNOLD) P 2010-11-10 2014-03-24
ALLERGAN INCORPORATED (AGNOLD) P 2010-12-03 2014-03-24
ALLERGAN INCORPORATED (AGNOLD) P 2010-12-03 2014-03-26
ALLERGAN INCORPORATED (AGNOLD) P 2010-12-15 2014-03-26
ALLERGAN INCORPORATED (AGNOLD) P 2011-02-03 2014-03-26
AON PLC SHS CL A (AON) P 2012-10-08 2014-01-29
AON PLC SHS CL A (AON) P 2012-10-08 2014-05-13
APACHE CORPORATION (APA) P 2012-10-08 2014-01-29
APACHE CORPORATION (APA) P 2012-10-08 2014-02-07
APACHE CORPORATION (APA) P 2012-10-10 2014-02-07
APPLE INCORPORATED (AAPL) P 2012-07-25 2014-10-06
BAIDU INCORPORATED SPON ADR (BIDU) P 2010-12-17 2014-07-22
BAIDU INCORPORATED SPON ADR (BIDU) P 2011-06-13 2014-07-22
BANK OF AMERICA CORPORATION (BAC.PRL) P 2008-11-12 2014-10-28
BANK OF AMERICA CORPORATION (BAC.PRL) P 2008-11-12 2014-10-29
BE AEROSPACE, INC. NTS FULL CA (US055381AS68) P 2013-07-02 2014-12-16
BERKSHIRE HATHAWAY (BRK.B) P 2012-10-08 2014-11-11
BERKSHIRE HATHAWAY (BRK.B) P 2013-01-09 2014-11-11
BIOGEN INCORPORATED (BIIB) P 2011-05-31 2014-12-18
BIOGEN INCORPORATED (BIIB) P 2011-06-14 2014-12-18
BRISTOL MYERS SQUIBB COMPANY (BMY) P 2013-11-13 2014-12-18
CELGENE CORPORATION (CELG) P 2010-06-07 2014-01-10
CELGENE CORPORATION (CELG) P 2010-06-25 2014-01-10
CELGENE CORPORATION (CELG) P 2010-06-25 2014-01-28
CELGENE CORPORATION (CELG) P 2010-06-30 2014-01-28
CELGENE CORPORATION (CELG) P 2010-06-30 2014-06-03
CELGENE CORPORATION (CELG) P 2010-06-30 2014-08-19
CELGENE CORPORATION (CELG) P 2010-06-30 2014-08-21
CELGENE CORPORATION (CELG) P 2010-06-30 2014-12-18
CELGENE CORPORATION (CELG) P 2010-07-02 2014-12-18
COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) P 2010-05-07 2014-01-28
COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) P 2010-06-25 2014-01-28
COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) P 2011-02-08 2014-01-28
COGNIZANT TECHNOLOGY SOLUTIONS (CTSH) P 2011-02-08 2014-08-21
COMCAST CORPORATION NEW CLASS (CMCSK) P 2012-10-08 2014-01-29
EDWARDS LIFESCIENCES (EW) P 2013-06-12 2014-08-28
ENDURANCE SPECIALTY HLDGS (ENH) P 2012-11-28 2014-05-06
ENDURANCE SPECIALTY HLDGS (ENH) P 2012-12-10 2014-05-06
EOG RES INCORPORATED (EOG) P 2010-08-17 2014-03-31
EOG RES INCORPORATED (EOG) P 2010-08-17 2014-04-10
EOG RES INCORPORATED (EOG) P 2010-08-27 2014-04-10
EOG RES INCORPORATED (EOG) P 2010-08-27 2014-05-02
EOG RES INCORPORATED (EOG) P 2010-09-10 2014-05-02
EOG RES INCORPORATED (EOG) P 2010-12-17 2014-05-02
EOG RES INCORPORATED (EOG) P 2011-08-23 2014-05-02
EOG RES INCORPORATED (EOG) P 2011-10-03 2014-05-02
EOG RES INCORPORATED (EOG) P 2012-06-29 2014-05-02
EURONET WORLDWIDE INCORPORATED (EEFT) P 2008-06-06 2014-06-11
FACEBOOK INCORPORATED CLASS A (FB) P 2012-10-24 2014-02-24
FACEBOOK INCORPORATED CLASS A (FB) P 2012-11-12 2014-02-24
FACEBOOK INCORPORATED CLASS A (FB) P 2012-11-12 2014-07-28
FASTENAL COMPANY (FAST) P 2012-12-28 2014-06-03
FIDELITY NATL INFORMATION SVCS (FIS) P 2012-10-08 2014-05-27
FIDELITY NATL INFORMATION SVCS (FIS) P 2012-10-08 2014-07-15
FMC TECHNOLOGIES INCORPORATED (FTI) P 2010-05-28 2014-04-23
FMC TECHNOLOGIES INCORPORATED (FTI) P 2010-07-29 2014-04-23
FMC TECHNOLOGIES INCORPORATED (FTI) P 2010-08-17 2014-04-23
FMC TECHNOLOGIES INCORPORATED (FTI) P 2011-02-17 2014-04-23
FMC TECHNOLOGIES INCORPORATED (FTI) P 2011-02-17 2014-06-16
FMC TECHNOLOGIES INCORPORATED (FTI) P 2011-08-23 2014-06-16
FMC TECHNOLOGIES INCORPORATED (FTI) P 2011-08-23 2014-07-14
FRANKLIN RES INCORPORATED (BEN) P 2011-02-18 2014-03-06
FRANKLIN RES INCORPORATED (BEN) P 2011-06-14 2014-03-06
FRANKLIN RES INCORPORATED (BEN) P 2011-10-03 2014-03-06
FRANKLIN RES INCORPORATED (BEN) P 2011-11-01 2014-03-06
GILEAD SCIENCES INCORPORATED (GILD) P 2012-08-03 2014-01-13
GILEAD SCIENCES INCORPORATED (GILD) P 2012-08-30 2014-01-13
GILEAD SCIENCES INCORPORATED (GILD) P 2012-08-30 2014-01-28
GILEAD SCIENCES INCORPORATED (GILD) P 2012-08-30 2014-06-03
GILEAD SCIENCES INCORPORATED (GILD) P 2012-09-11 2014-06-03
GILEAD SCIENCES INCORPORATED (GILD) P 2012-09-11 2014-07-10
GILEAD SCIENCES INCORPORATED (GILD) P 2012-09-11 2014-08-21
GILEAD SCIENCES INCORPORATED (GILD) P 2012-09-11 2014-09-25
GILEAD SCIENCES INCORPORATED (GILD) P 2012-09-14 2014-09-25
GILEAD SCIENCES INCORPORATED (GILD) P 2013-01-07 2014-09-25
GILEAD SCIENCES INCORPORATED (GILD) P 2013-01-07 2014-12-03
GILEAD SCIENCES INCORPORATED (GILD) P 2013-03-06 2014-12-03
GOLDMAN SACHS GROUP (GS) P 2012-10-08 2014-05-07
GOOGLE INCORPORATED CLASS A (GOOGL) P 2009-12-29 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2010-03-12 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2010-03-31 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2010-05-27 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2010-05-28 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2010-12-01 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2011-02-15 2014-08-28
GOOGLE INCORPORATED CLASS A (GOOGL) P 2011-10-27 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2009-12-29 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2010-03-12 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2010-03-31 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2010-05-27 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2010-05-28 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2010-12-01 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2011-02-15 2014-08-28
GOOGLE INCORPORATED CLASS C (GOOG) P 2011-10-27 2014-08-28
INGREDION INCORPORATED (INGR) P 2012-05-08 2014-04-21
INGREDION INCORPORATED (INGR) P 2012-05-08 2014-04-23
INGREDION INCORPORATED (INGR) P 2012-06-06 2014-04-23
ION GEOPHYSICAL CORPORATION (IO) P 2004-11-17 2014-03-18
ION GEOPHYSICAL CORPORATION (IO) P 2012-01-12 2014-03-18
ION GEOPHYSICAL CORPORATION (IO) P 2012-04-09 2014-03-18
ION GEOPHYSICAL CORPORATION (IO) P 2012-06-29 2014-03-18
LINKEDIN CORPORATION COM CLASS (LNKD) P 2012-05-08 2014-08-21
LOEWS CORPORATION (L) P 2012-10-08 2014-06-13
MERCADOLIBRE INCORPORATED (MELI) P 2013-08-02 2014-09-11
MERCADOLIBRE INCORPORATED (MELI) P 2013-08-02 2014-11-07
MERCADOLIBRE INCORPORATED (MELI) P 2013-08-27 2014-11-07
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-09 2014-02-04
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-09 2014-02-07
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-09 2014-02-07
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-09 2014-05-30
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-09 2014-07-07
MICHAEL KORS HLDGS LIMITED SHS (KORS) P 2012-03-23 2014-07-07
MONSANTO COMPANY NEW (MON) P 2013-01-02 2014-01-28
MONSANTO COMPANY NEW (MON) P 2013-01-02 2014-12-22
MORGAN STANLEY (MS) P 2013-01-08 2014-05-21
MORGAN STANLEY (MS) P 2013-01-08 2014-07-18
NEWS CORPORATION NEW CLASS A (NWSA) P 2012-10-08 2014-01-31
NOBLE ENERGY INCORPORATED (NBL) P 2012-10-08 2014-05-13
PRAXAIR INCORPORATED (PX) P 2012-10-08 2014-06-13
PRECISION CASTPARTS (PCP) P 2010-11-02 2014-01-14
PRECISION CASTPARTS (PCP) P 2010-11-02 2014-06-03
PRECISION CASTPARTS (PCP) P 2010-11-10 2014-06-19
PRECISION CASTPARTS (PCP) P 2010-11-17 2014-06-19
PRICELINE GRP INCORPORATED COM (PCLN) P 2011-05-31 2014-01-14
PRICELINE GRP INCORPORATED COM (PCLN) P 2011-05-31 2014-03-31
PRICELINE GRP INCORPORATED COM (PCLN) P 2011-05-31 2014-05-30
PRICELINE GRP INCORPORATED COM (PCLN) P 2011-05-31 2014-07-10
RED HAT INCORPORATED (RHT) P 2013-05-15 2014-08-22
RED HAT INCORPORATED (RHT) P 2013-05-15 2014-10-02
RED HAT INCORPORATED (RHT) P 2013-05-31 2014-10-02
RED HAT INCORPORATED (RHT) P 2013-06-04 2014-10-02
RED HAT INCORPORATED (RHT) P 2013-06-13 2014-10-02
RED HAT INCORPORATED (RHT) P 2013-09-24 2014-10-02
SALESFORCE COM INCORPORATED (CRM) P 2011-03-14 2014-02-25
SCHLUMBERGER LIMITED (SLB) P 2010-02-23 2014-07-16
TJX COMPANIES INCORPORATED NEW (TJX) P 2013-03-20 2014-08-21
TJX COMPANIES INCORPORATED NEW (TJX) P 2013-03-20 2014-09-23
TJX COMPANIES INCORPORATED NEW (TJX) P 2013-03-20 2014-10-20
VARIAN MED SYSTEMS (VAR) P 2009-04-15 2014-09-18
VERTEX PHARMACEUTICALS (VRTX) P 2013-04-19 2014-06-24
VERTEX PHARMACEUTICALS (VRTX) P 2013-04-19 2014-12-10
VERTEX PHARMACEUTICALS (VRTX) P 2013-04-19 2014-12-18
VERTEX PHARMACEUTICALS (VRTX) P 2013-04-24 2014-12-18
VISA INCORPORATED COM CLASS A (V) P 2011-09-22 2014-04-10
WAL-MART STORES INCORPORATED (WMT) P 2012-10-08 2014-05-07
WAL-MART STORES INCORPORATED (WMT) P 2012-10-08 2014-11-13
WAL-MART STORES INCORPORATED (WMT) P 2012-10-09 2014-11-13
(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       272,194
b       1,539
c       4,419
d 24,606   20,070 4,536
e 28,299   21,455 6,844
3,132   3,023 109
14,285   18,438 -4,153
24,523   32,182 -7,659
13,048   17,427 -4,379
5,687   6,741 -1,054
12,044   15,278 -3,234
3,016   2,944 72
13,774   17,958 -4,184
23,645   31,343 -7,698
12,581   16,973 -4,392
5,484   6,566 -1,082
11,613   14,880 -3,267
149,538   123,777 25,761
753,651   562,747 190,904
27,121   25,290 1,831
9,271   7,903 1,368
114,729   98,967 15,762
26,577   26,069 507
22,231   21,314 918
35,080   33,337 1,744
50,314   38,818 11,496
20,352   15,876 4,476
32,992   45,132 -12,140
33,223   30,526 2,697
27,181   22,493 4,688
29,134   24,099 5,035
17,382   13,656 3,726
14,968   11,246 3,722
3,130   2,410 720
18,780   15,228 3,552
7,303   5,246 2,057
18,313   11,990 6,323
14,278   8,243 6,035
1,298   674 624
24,232   21,852 2,380
34,682   27,296 7,386
28,458   23,196 5,262
33,136   23,196 9,940
8,775   6,186 2,590
14,318   10,825 3,493
13,780   10,052 3,728
9,355   5,938 3,417
17,478   9,143 8,335
7,748   3,992 3,756
9,392   4,642 4,750
10,728   5,988 4,740
5,706   3,112 2,594
5,250   3,013 2,237
12,554   6,710 5,844
12,554   7,204 5,350
35,379   21,492 13,887
7,417   4,160 3,257
7,417   4,120 3,298
11,073   6,179 4,894
22,147   12,660 9,487
18,456   10,645 7,810
7,995   5,408 2,587
25,950   16,223 9,727
48,788   51,964 -3,177
24,429   25,982 -1,554
57,000   59,890 -2,890
220,729   179,238 41,492
5,966   2,973 2,992
13,920   8,403 5,517
199,100   121,951 77,149
258,301   158,396 99,904
545,480   501,614 43,866
43,500   27,110 16,390
58,000   37,244 20,756
3,519   946 2,572
7,037   1,900 5,137
9,077   7,773 1,304
13,525   4,344 9,182
15,216   5,007 10,209
4,773   1,669 3,104
6,364   2,042 4,323
6,197   2,042 4,156
11,878   3,318 8,560
4,577   1,276 3,301
2,304   510 1,793
6,911   1,519 5,392
11,607   5,719 5,888
15,475   8,381 7,095
1,934   1,528 406
4,598   3,820 778
61,107   42,332 18,775
604,986   426,343 178,643
206,370   158,405 47,965
340,511   260,659 79,852
7,844   3,798 4,046
3,938   1,899 2,039
40,364   17,862 22,501
2,911   1,307 1,604
15,526   7,271 8,255
34,933   16,519 18,414
9,704   4,329 5,374
40,756   14,578 26,178
31,052   14,423 16,629
592,899   236,775 356,124
46,267   15,178 31,089
10,677   2,858 7,820
32,217   8,192 24,025
7,827   7,459 368
85,798   50,288 35,510
56,312   31,430 24,882
3,463   1,771 1,692
18,471   10,058 8,413
11,544   6,481 5,064
4,618   3,666 952
23,560   18,329 5,232
4,123   2,836 1,287
28,834   19,444 9,390
29,411   23,839 5,572
17,646   13,855 3,791
19,251   10,978 8,273
40,105   25,313 14,793
11,670   4,673 6,997
16,046   6,349 9,697
16,871   6,060 10,811
14,004   4,906 9,098
14,828   5,360 9,469
14,135   4,764 9,371
4,065   1,191 2,874
41,413   11,315 30,098
23,976   6,831 17,145
8,719   3,059 5,660
30,690   11,469 19,220
83,885   37,189 46,697
46,620   35,837 10,783
2,917   1,554 1,362
29,165   14,550 14,615
2,917   1,429 1,488
11,666   4,904 6,762
23,332   9,733 13,599
17,499   8,526 8,973
11,666   6,267 5,399
5,833   2,997 2,836
2,856   1,549 1,307
28,560   14,504 14,056
2,856   1,424 1,432
11,424   4,888 6,536
22,848   9,702 13,146
17,136   8,499 8,637
11,424   6,247 5,177
5,712   2,988 2,724
395,250   318,493 76,757
67,822   54,913 12,909
162,773   122,173 40,599
147,333   280,175 -132,842
67,352   110,419 -43,067
50,514   69,240 -18,726
46,305   72,819 -26,514
4,372   2,250 2,122
32,592   31,606 986
50,154   58,346 -8,192
2,022   2,035 -13
35,730   32,270 3,459
27,275   15,261 12,014
23,510   12,944 10,566
5,763   3,354 2,410
16,022   9,049 6,972
18,837   11,019 7,818
7,553   3,949 3,604
5,395   4,803 592
19,438   15,369 4,069
23,977   15,767 8,209
39,124   23,651 15,473
22,323   16,120 6,203
49,727   33,046 16,681
26,312   21,143 5,169
10,686   5,584 5,102
7,752   4,188 3,564
18,546   9,704 8,841
23,845   11,872 11,973
9,084   4,108 4,976
6,013   2,567 3,445
12,766   5,135 7,631
14,576   6,162 8,415
4,943   4,372 571
14,698   14,209 489
10,176   8,880 1,296
21,482   17,805 3,678
28,832   23,469 5,363
27,701   23,089 4,612
34,979   17,178 17,801
636,493   335,272 301,220
4,123   3,182 940
29,377   22,732 6,646
143,577   107,748 35,829
74,391   29,852 44,539
47,387   43,023 4,364
32,860   23,621 9,240
3,525   2,531 994
5,875   4,050 1,825
9,066   3,917 5,150
15,578   15,062 516
73,745   67,779 5,966
73,745   67,239 6,506
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       272,194
b       1,539
c       4,419
d       4,536
e       6,844
      109
      -4,153
      -7,659
      -4,379
      -1,054
      -3,234
      72
      -4,184
      -7,698
      -4,392
      -1,082
      -3,267
      25,761
      190,904
      1,831
      1,368
      15,762
      507
      918
      1,744
      11,496
      4,476
      -12,140
      2,697
      4,688
      5,035
      3,726
      3,722
      720
      3,552
      2,057
      6,323
      6,035
      624
      2,380
      7,386
      5,262
      9,940
      2,590
      3,493
      3,728
      3,417
      8,335
      3,756
      4,750
      4,740
      2,594
      2,237
      5,844
      5,350
      13,887
      3,257
      3,298
      4,894
      9,487
      7,810
      2,587
      9,727
      -3,177
      -1,554
      -2,890
      41,492
      2,992
      5,517
      77,149
      99,904
      43,866
      16,390
      20,756
      2,572
      5,137
      1,304
      9,182
      10,209
      3,104
      4,323
      4,156
      8,560
      3,301
      1,793
      5,392
      5,888
      7,095
      406
      778
      18,775
      178,643
      47,965
      79,852
      4,046
      2,039
      22,501
      1,604
      8,255
      18,414
      5,374
      26,178
      16,629
      356,124
      31,089
      7,820
      24,025
      368
      35,510
      24,882
      1,692
      8,413
      5,064
      952
      5,232
      1,287
      9,390
      5,572
      3,791
      8,273
      14,793
      6,997
      9,697
      10,811
      9,098
      9,469
      9,371
      2,874
      30,098
      17,145
      5,660
      19,220
      46,697
      10,783
      1,362
      14,615
      1,488
      6,762
      13,599
      8,973
      5,399
      2,836
      1,307
      14,056
      1,432
      6,536
      13,146
      8,637
      5,177
      2,724
      76,757
      12,909
      40,599
      -132,842
      -43,067
      -18,726
      -26,514
      2,122
      986
      -8,192
      -13
      3,459
      12,014
      10,566
      2,410
      6,972
      7,818
      3,604
      592
      4,069
      8,209
      15,473
      6,203
      16,681
      5,169
      5,102
      3,564
      8,841
      11,973
      4,976
      3,445
      7,631
      8,415
      571
      489
      1,296
      3,678
      5,363
      4,612
      17,801
      301,220
      940
      6,646
      35,829
      44,539
      4,364
      9,240
      994
      1,825
      5,150
      516
      5,966
      6,506
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 2,824,082
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 2,778,480 33,004,881 0.084184
2012 2,399,077 31,386,284 0.076437
2011 2,675,216 32,779,567 0.081612
2010 2,585,380 30,927,008 0.083596
2009 2,686,188 29,448,402 0.091217
2 Total of line 1, column (d) ...................... 2 0.417046
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 0.083409
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 34,764,392
5 Multiply line 4 by line 3....................... 5 2,899,663
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 30,524
7 Add lines 5 and 6......................... 7 2,930,187
8 Enter qualifying distributions from Part XII, line 4.............. 8 2,952,896
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 30,524
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 30,524
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 30,524
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 20,772
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.............. 7 20,772
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 9,752
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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 addressbulletWWW.FDNCENTER.ORG
    14
    The books are in care ofbulletTRUDI BRIEDE Telephone no.bullet (504) 837-1500
    Located atbullet524 METAIRIENEW ORLEANSLA ZIP+4bullet70005
    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
     
     
    .........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
     
     
    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
     
     
    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
     
     
    .........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 (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
    WM GOLDRING PRESIDENT
    5.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    MARK HALPERN VICE PRESIDENT
    10.00     		30,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    ROBERT STEEG SECRETARY
    10.00     		30,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    MINETTE BROWN VICE PRESIDENT
    15.00     		60,000 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    TRUDI BRIEDE ACCOUNTANT
    16.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    JEFFREY GOLDRING BOARD MEMBER
    16.00     		0 0 0
    524 METAIRIE ROAD
    METAIRIE,LA70005
    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 DONATIONS FOR JEWISH CAUSES 762,567
    2 DONATIONS FOR EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 281,325
    3 DONATIONS FOR MEDICAL RESEARCH 227,500
    4 DONATIONS FOR ARTS, CULTURE AND HUMANITIES 214,715
    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.........................bullet0
    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
    33,019,597
    b
    Average of monthly cash balances.......................
    1b
    2,274,202
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    35,293,799
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    35,293,799
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    529,407
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    34,764,392
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,738,220
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,738,220
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    30,524
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,524
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,707,696
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,707,696
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,707,696
    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 Click to see attachment..........
    1a
    2,952,896
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    2,952,896
    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
    30,524
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,922,372
    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 1,707,696
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 1,222,564
    b From 2010....... 1,068,212
    c From 2011....... 1,053,847
    d From 2012....... 858,715
    e From 2013....... 1,164,612
    fTotal of lines 3a through e......... 5,367,950
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 2,952,896
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		Click to see attachment0
    d Applied to 2014 distributable amount..... 1,707,696
    e Remaining amount distributed out of corpus 1,245,200
    5 Excess distributions carryover applied to 2014. 0 0
    (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 6,613,150
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    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) .......     		750,000
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		472,564
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		5,390,586
    10 Analysis of line 9:
    a Excess from 2010.... 1,068,212
    b Excess from 2011.... 1,053,847
    c Excess from 2012.... 858,715
    d Excess from 2013.... 1,164,612
    e Excess from 2014.... 1,245,200
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    AUDUBON INSTITUTE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ANIMAL RELATED 100,000
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 5,000
    LOUISIANA PHILHARMONIC ORCHESTRA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 5,000
    NATIONAL WORLD WAR II MUSEUM INC
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 187,500
    NEW ORLEANS CONSERVATION GUILD
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 4,215
    NEW ORLEANS OPERA ASSOCIATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 3,000
    OGDEN MUSEUM OF SOUTHERN ART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    ARTS, CULTURE, HUMANITIES 10,000
    ANTI-DEFAMATION LEAGUE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 7,500
    SOUTHERN INSTITUTE FOR EDUCATION & RESEARCH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY 20,000
    CRIME STOPPERS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 5,000
    NEW ORLEANS POLICE AND JUSTICE FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    CRIME, LEGAL RELATED 10,000
    AMERICAN CANCER SOCIETY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 5,000
    BRIDGE HOUSEGRACE HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 25,000
    SPECIAL OLYMPICS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    DISEASES, DISORDERS 1,000
    BREAKTHROUGH NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 5,000
    FIRSTLINE SCHOOLS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 12,500
    KIPP NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 83,325
    NEW ORLEANS CENTER FOR CREATIVE ARTS (NOCCA)
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 40,000
    NOVA SOUTHEASERN UNIVERSITY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 1,000
    POSSE FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 12,500
    ST MICHAEL SPECIAL SCHOOL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 1,000
    TEACH FOR AMERICA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 125,000
    UNIVERSITY OF HARTFORD
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES 1,000
    GREATER NEW ORLEANS DEVELOPMENT FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    EMPLOYMENT, JOB RELATED 12,500
    GOLDRING FAMILY FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    GRANTMAKING, PHILANTHROPY, VOLUNTARISM 60,000
    STEEG FAMILY FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    GRANTMAKING, PHILANTHROPY, VOLUNTARISM 15,000
    PROJECT NEW BORN - UNIVERSITY OF MIAMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HEALTH-GENERAL & REHABILITATION 5,000
    RUTH FERTELTULANE COMMUNITY HEALTH CENTER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HEALTH-GENERAL & REHABILITATION 83,334
    SAVE A CHILD'S HEART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HEALTH-GENERAL & REHABILITATION 5,000
    TOURO INFIRMARY FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HEALTH-GENERAL & REHABILITATION 500
    CATHOLIC CHARITIES ASSOCIATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 50,000
    COVENANT HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 10,000
    COVENANT HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 25,000
    KINGSLEY HOUSE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 5,000
    LEGACY DONOR FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 5,000
    LIGHTHOUSE LOUISIANA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 20,000
    MAGNOLIA SCHOOL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 1,000
    UNITED WAY OF GREATER NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    HUMAN SERVICES 20,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 75,000
    AMERICAN FRIENDS OF ALYN HOSPITAL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 150,000
    AMERICAN ISRAEL EDUCATION FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 35,000
    AVODAH NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 20,000
    BIRTHRIGHT ISRAEL FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 100,000
    CHABAD LUBAVITCH OF LOUISIANA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 7,500
    HILLEL FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    ILAN RAMON
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    INSTITUTE OF SOUTHERN JEWISH LIFE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 50,000
    JEWISH CHILDREN'S REGIONAL SERVICE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 15,000
    JEWISH FAMILY SERVICES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 25,000
    JEWISH FEDERATION OF GREATER NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 160,083
    JEWISH OUTREACH INSTITUTE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 15,000
    SHIR CHADASH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    TEMPLE BETH SHOLOM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 50,000
    TEMPLE BETH SHOLOM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 4,000
    TEMPLE KOL AMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 1,650
    TEMPLE KOL AMI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 1,000
    TEMPLE SINAI
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 33,334
    WORLD JEWISH CONGRESS FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    JEWISH CAUSES 5,000
    BREASTORATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 5,000
    FRED HUTCHINSON CANCER RESEARCH FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 10,000
    KEEP MEMORY ALIVE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 5,000
    MT SINAI MEDICAL CENTER FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 200,000
    MT SINAI MEDICAL CENTER FOUNDATION
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    MEDICAL RESEARCH 7,500
    CITY YEAR
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 15,000
    KIDSMART
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 5,000
    RECONCILE NEW ORLEANS
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 5,000
    YOUTH EMPOWERMENT PROJECT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    YOUTH DEVELOPMENT 7,500
    ALBERTSON OLIVIA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BOLING CHARLES
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BOWMAN LINDSEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    BUNYARD BAYLEE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CLAYTON MCKINLEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CULVER SHELBY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    CULVER SHELBY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    EDWARDS WHITNEY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ENGELHARD ERICA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ENGELHARD ERICA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    GREENWELL ROBERT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HALL KARL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HALL KARL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HAMILTON DYLAN
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    HAMMOND SAMANTHA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ILLIAN TATE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    ILLIAN TATE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JOHNSON SABRINA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    JOHNSON SABRINA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KIEFER SARAH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KING ALEESHA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    KING ERIC
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LASSETER ALYSSA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LASSETER LAKOTA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LEAR JOSEPH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LEAR SAVANNAH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LEGGE WILLIAM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LINN JOSHUA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    LINN REFUND OF UNUSED FUNDS NKU
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM -875
    MAIER MARYSA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MARYSA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MCKENNA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MIRANDA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MAIER MIRANDA
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MARTIN KELLY
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    MILLS TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    PAYNE ROBERT
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CARSON
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    SOCH CLAIRE
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STANLEY MATTHEW
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STANLEY MATTHEW
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    STINNETT ADAM
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF REED
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WAGSTAFF TYLER
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WELLS RACHEL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WELLS RACHEL
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    WIMSATT SARA BETH
    524 METAIRIE ROAD
    METAIRIE,LA70005     		    SCHOLARSHIP PROGRAM 1,750
    Total .................................bullet 3a 2,090,816
    bApproved for future payment
    Total .................................bullet 3b 0
    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 97  
    4 Dividends and interest from securities....     14 451,749  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 8,827  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 2,824,082  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,284,755 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,284,755
    (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.)
    3 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    4 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    7 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
    8 GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG
    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
    GOLDRING FAMILY FOUNDATION 501 (C)(3) COMMON DIRECTORS
    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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,950 2,237 0 6,713

    TY 2014 AppliedToPriorYearElection
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Election:
    2.THE ELECTION TO TREAT A PRIOR DISTRIBUTION OUT OF CORPUS AS A CURRENT DISTRIBUTION OUT OF CORPUS IS MADE BY ATTACHING A STATEMENT TO THE RETURN THE FOUNDATION IS REQUIRED TO FILE UNDER IRC 6033 WITH RESPECT TO THE TAXABLE YEAR FOR WHICH THE ELECTION IS TO APPLY. THE STATEMENT MUST CONTAIN A STATEMENT BY AN APPROPRIATE FOUNDATION MANAGER, WITHIN THE MEANING OF IRC 4946(B)(1), THAT THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND THAT THE DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS. SEE REG. 301.9100 1 WITH REGARD TO AN EXTENSION OF TIME FOR MAKING CERTAIN ELECTIONS.

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

    TY 2014 BorrowedFundsElection
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Lender's Name Lender's Address Amount Borrowed Use of Borrowed Funds Election Statement
     
          		524 METAIRIE ROAD
    METAIRIE,LA70005     		750,000 EXCESS QUALIFIED DISTRIBUTIONS SEE BELOW

    TY 2014 DistributionFromCorpusElection
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Election:
    53.4942(A)-3(D)(2) ELECTION.THE FOUNDATION ELECTS UNDER REG SECTION 53.4942(A)-3(D)(2) TO TREAT THE DISTRIBUTION AS MADE OUT OF THE CORPUS. THE FOUNDATION MANAGER (WITHIN THE MEANING OF SECTION 4946(B)(1)) DECLARES THE FOUNDATION IS MAKING THE ELECTION UNDER THIS SUBPARAGRAPH, AND THE DISTRIBUTION IS BEING MADE OUT OF THE CORPUS.

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-CORPORATE BONDS 3,407,983 3,601,910

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS-CORPORATE STOCK 16,901,864 22,409,388

    TY 2014 InvestmentsOtherSchedule2
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS-OTHER AT COST 3,147,697 5,784,212

    TY 2014 OtherDecreasesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 155 39 0 116
    FROM K-1'S - OTHER EXPENSES 2,446 2,446 0 0
    INVESTMENT EXPENSES 169,497 169,497 0 0
    OFFICE EXPENSE 135 34 0 101
    OTHER EXPENSES 0 0 0 0
    TELEPHONE 0 0 0 0
    FROM K-1'S - OTHER EXPENSES 1 1 0 0
    FROM K-1'S - REAL ESTATE LOSSES 19,725 19,725 0 0


    TY 2014 OtherIncomeSchedule2
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1'S - INTEREST AND DIVIDEND INCOME - SEE SCHEDULE 4,227 4,227  
    OTHER INCOME 4,600 4,600  


    TY 2014 OtherIncreasesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Description Amount
       
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 10,941 2,734 0 8,207


    TY 2014 ReductionExplanationStatement
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Explanation:
    WITHIN THE MEANING OF IRC 4946(B)(1), THE FOUNDATION IS MAKING AN ELECTION UNDER THE PROVISIONS OF REG. 53.4942(A) 3(C)(2)(IV), AND ADDITIONAL $750,000 OF DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF A PRIOR TAXABLE YEAR(S) WHICH WAS TREATED UNDER REG. 4942(A) 3(D)(1)(III) AS A DISTRIBUTION OUT OF CORPUS.

    TY 2014 TaxesSchedule
    Name:
    WOLDENBERG FOUNDATION CO TRUDI BRIEDE
    EIN: 72-6022665
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 647 647 0 0