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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ARLENE & JOSEPH MERAUX CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)5128 E ST BERNARD HWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VIOLET, LA70092
A Employer identification number

72-1400981
B Telephone number (see instructions)

(504) 439-8191
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$62,798,541J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 307,581 307,581  
4 Dividends and interest from securities... 353,312 353,312  
5a Gross rents............ 1,406,477 1,406,477  
b Net rental income or (loss) 1,406,477
6a Net gain or (loss) from sale of assets not on line 10 1,802,899
b Gross sales price for all assets on line 6a 5,915,453
7 Capital gain net income (from Part IV, line 2)... 1,802,899
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 2,438,539 2,748,252  
12 Total. Add lines 1 through 11........ 6,308,808 6,618,521  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 563,000 333,240   229,764
14 Other employee salaries and wages...... 240,115 113,673   126,443
15 Pension plans, employee benefits....... 52,494 31,719   20,775
16a Legal fees (attach schedule)......... Click to see attachment 1,034,476 781,290   253,185
b Accounting fees (attach schedule)....... Click to see attachment 51,800 30,722   21,078
c Other professional fees (attach schedule).... Click to see attachment 16,681 11,473   5,208
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 445,594 132,180   24,096
19 Depreciation (attach schedule) and depletion... Click to see attachment 205,235 93,275  
20 Occupancy.............. 2,255 2,255   0
21 Travel, conferences, and meetings....... 2,634 0   2,634
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 546,639 354,401   913,325
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,160,923 1,884,228   1,596,508
25 Contributions, gifts, grants paid....... 974,457 974,457
26 Total expenses and disbursements. Add lines 24 and 25 4,135,380 1,884,228   2,570,965
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,173,428
b Net investment income (if negative, enter -0-) 4,734,293
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 20,147,975 23,646,312 23,646,312
3 Accounts receivable bullet356,406
Less: allowance for doubtful accounts bullet   306,021 356,406 356,406
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 23,964,411 Click to see attachment25,129,930 9,711,270
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet5,367,338
Less: accumulated depreciation (attach schedule) bullet893,211 4,426,045 Click to see attachment4,474,127 6,471,593
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,234,516 Click to see attachment15,050,924 14,083,642
14 Land, buildings, and equipment: basis bullet8,362,683
Less: accumulated depreciation (attach schedule) bullet542,087 7,227,663 Click to see attachment7,820,596 8,046,271
15 Other assets (describe bullet) Click to see attachment438,138 Click to see attachment438,138 Click to see attachment483,047
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,744,769 76,916,433 62,798,541
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 attachment52,427 Click to see attachment49,548
23 Total liabilities (add lines 17 through 22)......... 52,427 49,548
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 74,692,342 76,866,885
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see instructions)..... 74,692,342 76,866,885
31 Total liabilities and net assets/fund balances (see instructions). 74,744,769 76,916,433
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
74,692,342
2
Enter amount from Part I, line 27a .....................
2
2,173,428
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,115
4
Add lines 1, 2, and 3 ..........................
4
76,866,885
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
76,866,885
Form 990-PF (2018)
Form 990-PF (2018)
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 CHARLES SCHWAB #4329-0407 P    
b CHARLES SCHWAB #4329-0407 P    
c CHARLES SCHWAB #5354-6095 P    
d CHARLES SCHWAB #5354-6095 P    
e CHARLES SCHWAB #6808-2284 P    
CHARLES SCHWAB #6808-2284 P    
CHARLES SCHWAB #7795-8162 P    
CHARLES SCHWAB #8747-3732 P    
CHARLES SCHWAB #8747-3732 P    
CHARLES SCHWAB #8747-3732 P    
PERSHING LLC P    
FIDELITY INVESTMENT P    
CHARLES SCHWAB #1971-0728 P    
I- SEE STORAGE P    
THE INVESTMENT LOSS ON NORTH PATRICIA CORP P    
THE INVESTMENT LOSS ON TONY BACINO'S P    
SALE OF PROPERTIES ON POYDRAS STREET P    
CAPITAL GAINS DIVIDENDS P    
(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 749   510 239
b 65,534   49,470 16,064
c 2,958   2,564 394
d 21,531   18,942 2,589
e 40,257   40,833 -576
44,764   37,233 7,531
580   431 149
4,792   6,814 -2,022
2,007     2,007
51,556   42,186 9,370
57,401   60,830 -3,429
424,312   350,236 74,076
73     73
17,594     17,594
    3,034 -3,034
    12,786 -12,786
4,971,720   3,486,685 1,485,035
209,625     209,625
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       239
b       16,064
c       394
d       2,589
e       -576
      7,531
      149
      -2,022
      2,007
      9,370
      -3,429
      74,076
      73
      17,594
      -3,034
      -12,786
      1,485,035
      209,625
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 1,802,899
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))
2017 1,631,393 61,650,313 0.026462
2016 3,694,235 58,875,043 0.062747
2015 1,140,734 56,994,911 0.020015
2014 3,952,042 43,436,993 0.090983
2013 910,763 44,764,765 0.020346
2
Total of line 1, column (d) .....................
2
0.220553
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.044111
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
71,736,861
5
Multiply line 4 by line 3......................
5
3,164,385
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
47,343
7
Add lines 5 and 6........................
7
3,211,728
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,570,965
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 94,686
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 94,686
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 94,686
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 310,692
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 310,692
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 216,006
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet116,006 RefundedBullet 11 100,000
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
    Yes
     
    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.MERAUXFOUNDATION.ORG
    14
    The books are in care ofbulletRITA GUE Telephone no.bullet (504) 279-6559

    Located atbullet5128 E ST BERNARD HWYVIOLETLA ZIP+4bullet70092
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    RITA GUE CHAIRWOMAN
    35.00     		150,000 4,125 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    FLOYD GUE PRESIDENT
    35.00     		125,000 1,146 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    SIDNEY D TORRES III SECRETARY
    25.00     		0 0 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    BECKY CIEUTAT ASST. SECRETARY
    25.00     		48,000 0 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    WILLIAM HAINES VICE-PRESIDENT
    40.00     		120,000 3,300 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    CHRISTOPHER HAINES TREASURER
    40.00     		120,000 3,300 0
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    LAW OFFICES OF SIDNEY D TORRES III BP CLAIM CONTINGENCY FEES 596,399
    8301 WEST JUDGE PEREZ DR SUITE 303
    CHALMETTE,LA70043
    LAW OFFICES OF SIDNEY D TORRES III LEGAL AND CONSULTING SERVICES 180,000
    8301 WEST JUDGE PEREZ DR SUITE 303
    CHALMETTE,LA70043
    ANDRE' NEFF & ASSOCIATES LAND-USE PLANNING 72,000
    4301 W JUDGE PEREZ DR SUITE 305
    CHALMETTE,LA70043
    SHERMAN STRATEGIES LEGAL AND CONSULTING SERVICES 60,000
    1309 MARENGO STREET
    NEW ORLEANS,LA70115
    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 PART IX-A, LINE 1DOCVILLE FARM CHARITABLE ACTIVITIES:TO ADVANCE ITS MISSION, THE MERAUX FOUNDATION DEDICATED A LARGE PORTION OF THE HISTORIC DOCVILLE PROPERTY AS A CULTURAL AND EDUCATIONAL CENTER. IN ADDITION TO HOSTING TENS OF THOUSANDS OF PEOPLE AT SCORES OF COMMUNITY EVENTS, MEETINGS, AND WORKSHOPS THROUGHOUT YEAR, DOCVILLE FARM ALSO SERVES AS A BASE OF OPERATIONS FOR THE MERAUX FOUNDATION'S CHARITABLE PROGRAMS AND INITIATIVES. THE CAMPUS INCLUDES THE MAIN HOUSE, A TURN-OF-THE-CENTURY STRUCTURE THE MERAUX FOUNDATION RESURRECTED AFTER THE HURRICANES OF 2005; THE DAVE THOMPSON EVENT BARN; THE ARLENE MERAUX RIVER OBSERVATION CENTER (AMROC); A GREENHOUSE WHERE PLANTS FOR COASTAL RESTORATION PROJECTS ARE GROWN; WORKING STABLES WITH LIVESTOCK; AND A NUMBER OF EDUCATIONAL INSTALLATIONS. 859,496
    2 PART IX-A, LINE 2COMMUNITY CONTRIBUTION:THE MERAUX FOUNDATION DONATED $765,874 TO VARIOUS 501(C)3 ORGANIZATIONS TO ADVANCE ITS MISSION OF IMPROVING THE QUALITY OF LIFE IN ST. BERNARD PARISH. 765,874
    3 PART IX-A, LINE 3SCHOLARSHIP PROGRAM: EACH YEAR, THE MERAUX FOUNDATION AWARDS 60 SCHOLARSHIPS TO ST. BERNARD PARISH PUBLIC HIGH SCHOOL GRADUATES. SELECTED BY AN INDEPENDENT COMMITTEE OF EDUCATORS, 50 STUDENTS RECEIVE SCHOLARSHIPS FOR ACADEMIC ACHIEVEMENT, FOUR FOR ARTISTIC ACCOMPLISHMENT, AND SIX FOR CAREER TECHNICAL EDUCATION. TO DATE, THE FOUNDATION HAS AWARDED SOME 840 SCHOLARSHIPS. 162,000
    4 PART IX-A, LINE 4COMMUNITY CONTRIBUTION:IN 2015, THE MERAUX FOUNDATION COMMITTED A $500,000 PLEDGE AS A DONATION TO WYES-TV OVER 4 YEAR PERIOD TO HELP WYES-TV FOR EDUCATIONAL AND CULTURAL BROADCASTING. 125,000
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    14,370,151
    b
    Average of monthly cash balances.......................
    1b
    24,105,648
    c
    Fair market value of all other assets (see instructions)................
    1c
    34,353,502
    d
    Total (add lines 1a, b, and c).........................
    1d
    72,829,301
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    72,829,301
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,092,440
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    71,736,861
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,586,843
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,586,843
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    94,686
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    36,678
    c
    Add lines 2a and 2b............................
    2c
    131,364
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,455,479
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,455,479
    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
    3,455,479
    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
    2,570,965
    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
    2,570,965
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,570,965
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 3,455,479
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 858,700
    c From 2015......  
    d From 2016...... 852,190
    e From 2017......  
    fTotal of lines 3a through e........ 1,710,890
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 2,570,965
    a Applied to 2017, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 2,570,965
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 884,514 884,514
    (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 5 826,376
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		826,376
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 826,376
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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:
    RITA O GUE
    5128 E ST BERNARD HWY
    VIOLET,LA70092
    (504) 279-6559
    INFO@MERAUXFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST STATING PURPOSE, NAME OF ORGANIZATION, PERSON TO CONTACT AND AMOUNT OF REQUEST. GRANT APPLICATION AVAILABLE UPON REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARD 60 SCHOLARSHIP GRADUATES FROM ST. BERNARD PARISH PUBLIC SCHOOL
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    COMPASSIONATE FRIENDS
    PO BOX 3696
    OAK BROOK,IL60522     		NONE PC DONATION 1,000
    A STUDIO IN THE WOODS
    13401 PATTERSON RD
    NEW ORLEANS,LA70131     		NONE PC DONATION 250
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		NONE PC DONATION 5,000
    ARC
    3700 JEAN LAFITTE PKWY
    CHALMETTE,LA70043     		NONE PC DONATION 3,000
    CASA
    1340 POYDRAS ST 2120
    NEW ORLEANS,LA70112     		NONE PC DONATION 37,333
    CHALMETTE HIGH ALUMNI ASSOCIATION
    1100 EAST JUDGE PEREZ DRIVE
    CHALMETTE,LA70043     		NONE PC DONATIONSUPPORT ATHLETIC EVENTS 5,500
    CHALMETTE HIGH SCHOOL
    1100 EAST JUDGE PEREZ DRIVE
    CHALMETTE,LA70043     		NONE GOV SUPPORT THE PERFORMING ARTS ACADEMY 3,389
    CHALMETTE HIGH SCHOOL BAND
    1100 E JUDGE PEREZ DR
    CHALMETTE,LA70043     		NONE GOV DONATION 500
    COMMUNITY CENTER OF ST BERNARD
    1111 LEBEAU ST
    ARABI,LA70032     		NONE GOV DONATION 25,000
    GREATER NEW ORLEANS FOUNDATION
    1055 ST CHARLES AVE
    NEW ORLEANS,LA70130     		NONE PC DONATION 111,600
    HAMLINE UNIVERSITY
    1536 HEWITT AVE
    SAINT PAUL,MN55104     		NONE PC DONATION 32,743
    KNIGHTS OF COLUMBUS
    1 COLUMBUS PLAZA
    NEW HAVEN,CT06510     		NONE PUBLIC CHARITY DONATION 500
    KNIGHTS OF THE NEMESIS SOCIAL CLUB
    409 AYCOCK ST
    ARABI,LA70032     		NONE PC DONATION 5,720
    LOS ISLENOS HERITAGE & CULTURAL SOCIETY
    1345 BAYOU RD
    ST BERNARD,LA70085     		NONE PC DONATION 5,000
    NEW ORLEANS HOME & GARDEN SHOW
    2424 N ARNOULT RD
    METAIRIE,LA70001     		NONE NC DONATION 25,000
    NOCCA INSTITUTE
    2800 CHARTRES ST
    NEW ORLEANS,LA70117     		NONE PC DONATION 126,650
    NUNEZ COMMUNITY COLLEGE FOUNDATION
    3710 PARIS RD
    CHALMETTE,LA70043     		NONE PC DONATION 10,000
    OLD ARABI NEIGHBORHOOD ASSOCIATION
    427 ANGELA AVE
    ARABI,LA70032     		NONE PC DONATION 2,500
    RAPHAEL ACADEMY
    500 SORAPARU ST
    NEW ORLEANS,LA70130     		NONE NC DONATION 5,000
    ROD KNOCKERS CAR CLUB
    8550 UNITED PLAZA BLVD 702
    BATON ROUGE,LA70085     		NONE PC DONATION 2,117
    ROTARY CLUB OF ST BERNARD
    200 EAST ST BERNARD HIGHWAY
    CHALMETTE,LA70043     		NONE PC DONATION 300
    SAVE LOUISIANA COALITION INC
    3017 DEBOUCHEL BLVD
    MERAUX,LA70075     		NONE PC DONATION 750
    SCHOLARSHIP
    2000 LAKESHORE DR
    NEW ORLEANS,LA70148     		NONE I DONATION 162,000
    ST BERNARD 4-H FOUNDATION
    8201 W JUDGE PEREZ DRIVE
    CHALMETTE,LA70043     		NONE PC DONATION 150,000
    ST BERNARD BATTERED WOMEN'S PROGRAM INC
    3010 JEAN LAFITTE PKWY
    CHALMETTE,LA70043     		NONE PC DONATION 10,180
    ST BERNARD ECONOMIC DEVELOPMENT FOUNDATION
    100 PORT BLVD SUITE 10
    CHALMETTE,LA70043     		NONE PC DONATION 32,500
    ST BERNARD GIVES BACK
    300 MAGISTRATE ST
    CHALMETTE,LA70043     		NONE PC DONATION 1,000
    ST BERNARD PARISH RESERVE DEPUTY FUND
    COURTHOUSE SQUARE
    CHALMETTE,LA70043     		NONE PC DONATION 2,276
    ST BERNARD SALUTES AMERICA
    8245 W JUDGE PEREZ DRIVE
    CHALMETTE,LA70043     		NONE PC DONATION 2,500
    ST BERNARD SPORTS HALL OF FAME
    1101 MAGISTRATE ST
    CHALMETTE,LA70043     		NONE PC DONATION 500
    ST BERNARD BUSINESS & PROF WOMEN'S CLUB
    4521 E ST BERNARD HWY
    MERAUX,LA70075     		NONE PC DONATION 800
    ST BERNARD CHAMBER OF COMMERCE
    100 PORT BOULEVARD
    CHALMETTE,LA70043     		NONE PC DONATION 16,320
    ST BERNARD COUNCIL ON AGING
    PO BOX 1725
    CHALMETTE,LA70044     		NONE GOV DONATION 15,329
    ST BERNARD PARISH GOVERNMENT
    8201 W JUDGE PEREZ DR
    CHALMETTE,LA70043     		NONE GOV DONATION 21,000
    ST BERNARD PARISH JUVENILE DRUG COURT
    1101 W ST BERNARD HWY
    CHALMETTE,LA70043     		NONE GOV DONATION 2,500
    ST BERNARD SCHOOL BOARD
    200 EAST SAINT BERNARD HWY
    CHALMETTE,LA70043     		NONE GOV DONATION 100
    ST BERNARD VOLUNTEERS FOR FAMILY & COMMUNITY
    2645 TOULOUSE ST
    NEW ORLEANS,LA70119     		NONE PC DONATION 2,500
    VOICES FOUNDATION
    821 ANGELA STREET
    ARABI,LA70032     		NONE PC DONATION 1,000
    W SMITH JR ELEMENTARY SCHOOL
    W SMITH JR ELEMENTARY SCHOOL
    VIOLET,LA70092     		NONE GOV DONATION 100
    WORLD TRADE CENTER NEW ORLEANS
    365 CANAL ST 1120
    NEW ORLEANS,LA70130     		NONE PC DONATION 3,000
    WYES-TV
    916 NAVARRE AVE
    NEW ORLEANS,LA70124     		NONE PC DONATION 125,000
    NEW ORLEANS REGIONAL LEADERSHIP INSTITUTE
    900 CAMP ST
    NEW HAVEN,LA70130     		NONE PC DONATION 5,000
    COALITION TO RESTORE COASTAL LOUISIANA
    1110 S RIVER RD
    BATON ROUGE,LA70802     		NONE PC DONATION 6,000
    ST BERNARD AUTISM AWARENESS KREWE
    5665 HWY 39
    BRAITHWAITE,LA70040     		NONE PC DONATION 5,000
    JUNIOR ACHIEVEMENT OF GREATER NEW ORLEANS
    5100 ORLEANS AVE
    NEW HAVEN,LA70124     		NONE PC DONATION 100
    SYMPHONY CHORUS OF NEW ORLEANS
    P O BOX 50542
    NEW HAVEN,LA70150     		NONE NC DONATION 900
    Total .................................bullet 3a 974,457
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 307,581  
    4 Dividends and interest from securities....     14 353,312  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 1,406,477  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 2,438,539  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,802,899  
    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 6,308,808 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,308,808
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 51,800 30,722   21,078

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

    TY 2018 DepreciationSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BOBCAT 2006-09-27 49,500 49,500 SL 5.000000000000 0 0    
    TRAILER 2006-09-27 4,282 3,424 SL 5.000000000000 0 0    
    201-03 BOURBON STREET BUILDING 2007-01-01 864,000 243,132 SL 39.000000000000 22,154 22,154    
    EQUIPMENT - DOCVILLE 2009-01-01 8,374 6,700 NC 5.000000000000 0 0    
    FURNITURE DOCVILLE 2009-01-01 12,259 7,004 NC 7.000000000000 0 0    
    DOCVILLE BUILDING   1,835,283   NC 0 % 0 0    
    DOCVILLE LAND   200,000   L   0 0    
    LIVESTOCK 2008-06-30 485 405 SL 3.000000000000 0 0    
    DOCVILLE BUILDING 2010-06-30 79,586   NC 0 % 0 0    
    MOWER 2010-08-23 9,719 9,719 200DB 5.000000000000 0 0    
    AMROC BUILDING 2014-07-01 3,926,506 352,380 SL 39.000000000000 100,680 0    
    3209 E JUDGE PEREZ 2012-09-10 410,134 52,580 SL 39.000000000000 10,516 10,516    
    329-31 BARONNE 2007-01-01 163,407 20,950 SL 39.000000000000 4,190 4,190    
    333-35 BARONNE 2007-01-01 167,684 21,500 SL 39.000000000000 4,300 4,300    
    3209 E JUDGE PEREZ 2012-09-10 102,534   L   0 0    
    201-03 BOURBON STREET 2007-01-01 216,000   L   0 0    
    329-31 BARONNE 2007-01-01 108,938   L   0 0    
    333-35 BARONNE 2007-01-01 111,789   L   0 0    
    LOT 0 10-11 SQ A-B CORNER MEHLE (TENNORBRACH) 2015-12-16 59,961   L   0 0    
    6601 ST. CLAUDE AVE 2015-11-02 466,392 25,413 SL 39.000000000000 11,959 11,959    
    LAND - 6601 ST CLAUDE AVE 2015-11-02 116,598   L   0 0    
    6609-6611, 6617-6619 ST CLAUDE AVE 2015-08-20 161,134 13,915 SL 27.500000000000 5,859 5,859    
    LAND - 6609-6619 ST CLAUDE AVE 2015-08-20 40,283   L   0 0    
    6621 ST CLAUDE AVE 2015-08-20 121,001 7,369 SL 39.000000000000 3,103 3,103    
    LAND-6621 ST CLAUDE AVE 2015-08-20 30,250   L   0 0    
    6707 ST CLAUDE AVE 2015-09-08 346,004 20,332 SL 39.000000000000 8,872 8,872    
    LAND - 6707 ST CLAUDE AVE 2015-09-08 86,501   L   0 0    
    IMPROVEMENT - 6707 ST CLAUDE AVE 2015-09-08 123,500 7,258 SL 39.000000000000 3,167 3,167    
    LAND- LOT D-1 N PATRICIA   516,000   L   0 0    
    LAND- D-2-BN PATRICIA-COST   266,345   L   0 0    
    LAND - WALMART   450   L   0 0    
    IMPROVEMENT - 6621 ST. CLAUDE AVE 2016-07-01 398,064 7,442 SL 39.000000000000 10,207 10,207    
    IMPROVEMENT - 6707 ST CLAUDE AVE 2016-07-01 348,979 6,525 SL 39.000000000000 8,948 8,948    
    IMPROVEMENT - DOCVILLE 2017-11-01 244,485 784 SL 39.000000000000 6,269 0    
    IMPROVEMENT - DOCVILLE 2017-12-01 28,089 30 SL 39.000000000000 720 0    
    IMPROVEMENT - DOCVILLE 2017-12-07 167,347 179 SL 39.000000000000 4,291 0    
    LAND - 6631 ST CLAUDE AVE 2018-09-07 141,357   L   0 0    

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS (FIDELITY & NORTHWEST) 9,210,582 0
    PUBLICLY TRADED STOCKS 1,497 5,937
    J&A MERAUX, INC. 10,903,000 7,923,008
    NEW ORLEANS SHIP BUILDING COMPANY 41,614 45,879
    VIOLET CANAL, INC. 324,000 357,210
    FOUNDRY 156,000 191,403
    PANEL, INC. 28,325 31,228
    GUARANTY CORP. 10,000 11,025
    BORGNEMOUTH REALTY 8,250 9,096
    MID-SOUTH LAND CORP 10,528 11,607
    LAFITTE'S BLACKSMITH SHOP 152,257 1,124,877
    CAPITAL CONSULTING INVESTMENT 1,860,152 0
    EDWARD JONES 2,423,725 0

    TY 2018 InvestmentsLandSchedule2
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    201-03 BOURBON STREET BUILDING 864,000 265,286 598,714  
    3209 E JUDGE PEREZ 410,134 63,096 347,038  
    329-31 BARONNE 163,407 25,140 138,267  
    333-35 BARONNE 167,684 25,800 141,884  
    3209 E JUDGE PEREZ 102,534 0 102,534  
    201-03 BOURBON STREET 216,000 0 216,000  
    329-31 BARONNE 108,938 0 108,938  
    333-35 BARONNE 111,789 0 111,789  
    LOT 0 10-11 SQ A-B CORNER MEHLE (TENNORBRACH) 59,961 0 59,961  
    6601 ST. CLAUDE AVE 466,392 37,372 429,020  
    LAND - 6601 ST CLAUDE AVE 116,598 0 116,598  
    6609-6611, 6617-6619 ST CLAUDE AVE 161,134 19,774 141,360  
    LAND - 6609-6619 ST CLAUDE AVE 40,283 0 40,283  
    6621 ST CLAUDE AVE 121,001 10,472 110,529  
    LAND-6621 ST CLAUDE AVE 30,250 0 30,250  
    6707 ST CLAUDE AVE 346,004 29,204 316,800  
    LAND - 6707 ST CLAUDE AVE 86,501 0 86,501  
    IMPROVEMENT - 6707 ST CLAUDE AVE 123,500 10,425 113,075  
    LAND- LOT D-1 N PATRICIA 516,000 0 516,000  
    LAND- D-2-BN PATRICIA-COST 266,345 0 266,345  
    LAND - WALMART 450 0 450  
    IMPROVEMENT - 6621 ST. CLAUDE AVE 398,064 216,681 181,383  
    IMPROVEMENT - 6707 ST CLAUDE AVE 348,979 189,963 159,016  
    LAND - 6631 ST CLAUDE AVE 141,357 0 141,357  

    TY 2018 InvestmentsOtherSchedule2
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    REAL ESTATE AT COST 10,760,026 9,383,994
    LANDS FROM MERAUX LAND DEVELOPMENT AT COST 4,290,898 4,699,648

    TY 2018 LandEtcSchedule2
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BOBCAT 49,500 49,500 0  
    TRAILER 4,282 3,424 858  
    EQUIPMENT - DOCVILLE 8,374 6,700 1,674  
    FURNITURE DOCVILLE 12,259 7,004 5,255  
    DOCVILLE BUILDING 1,835,283 0 1,835,283  
    DOCVILLE LAND 200,000 0 200,000  
    LIVESTOCK 485 405 80  
    DOCVILLE BUILDING 79,586 0 79,586  
    MOWER 9,719 9,719 0  
    AMROC BUILDING 3,926,506 453,060 3,473,446  
    IMPROVEMENT - DOCVILLE 244,485 7,053 237,432  
    IMPROVEMENT - DOCVILLE 28,089 750 27,339  
    IMPROVEMENT - DOCVILLE 167,347 4,470 162,877  


    TY 2018 LegalFeesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & PROFESSIONAL FEES 438,077 184,891   253,185
    BP CLAIM CONTINGENCY FEES 596,399 596,399   0


    TY 2018 OtherAssetsSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ANTIQUES AND COLLECTIBLES 438,138 438,138 483,047


    TY 2018 OtherExpensesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 4,723 2,796   1,927
    INSURANCE 113,487 66,438   47,049
    PAYROLL & 401 FEES 18,897 11,185   7,712
    TRASH REMOVAL 1,867 1,628   239
    CONTRACT LABOR 20,181 11,945   8,236
    FARM, FEED, FERRIER AND HORSE SUPPLIES 59,343 0   59,343
    BANK CHARGES 673 673   0
    DUES & SUBSCRIPTIONS 775 571   204
    OFFICE EXPENSES 1,299 1,192   107
    EQUIPMENT & SMALL TOOLS 18,153 17,794   359
    LANDSCAPING 20,832 8,500   12,332
    UTILITIES 46,104 17,380   28,723
    ALARM, SECRUITY & FIRE EXTINGUISHERS 271 71   200
    AUTO 629 355   275
    POSTAGE 745 528   217
    MEAL AND ENTERTAINMENT (50%) 8,956 3,995   966
    MISCELLANEOUS EXPENSES 27,429 17,372   10,022
    INVESTMENT FEES 96,295 96,295   0
    ELEVATOR MAINTENANCE 2,327 2,327   0
    SUPPLIES 9,942 587   9,355
    EQUIPMENT AND PROPERTY IMPROVEMENT FOR CHARITABLE PURPOSES 0 0   725,117
    REPAIR AND MAINTENANCE 92,150 92,150   0
    MATERIALS 1,561 619   942


    TY 2018 OtherIncomeSchedule2
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 4,843 4,843 4,843
    UNREALIZED GAIN/LOSS -309,713 0 -309,713
    MISCELLANEOUS 579,838 579,838 579,838
    BP SETTLEMENT 2,163,571 2,163,571 2,163,571


    TY 2018 OtherIncreasesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description Amount
    ADJUSTMENT 1,115


    TY 2018 OtherLiabilitiesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Description Beginning of Year - Book Value End of Year - Book Value
    J&A MERAUX 45,000 45,000
    OTHER LIABILITIES 4,727 1,848
    TENANT DEPOSIT 2,700 2,700


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEE 16,681 11,473   5,208


    TY 2018 TaxesSchedule
    Name:
    ARLENE & JOSEPH MERAUX CHARITABLE
     
    FOUNDATION INC
    EIN:
    72-1400981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 57,220 35,104   22,115
    FEDERAL AND STATE TAXES 289,316 0   0
    PROPERTY TAXES 92,447 90,502   1,944
    FOREIGN TAX - INVESTMENT 6,611 6,574   37