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
The Almar Foundationdba The Alden and Margaret Laborde Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 840099
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
New Orleans, LA701840099
A Employer identification number

72-1371702
B Telephone number (see instructions)

(504) 523-1445
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$17,264,541J 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 9,963    
4 Dividends and interest from securities... 412,192    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,102,134
b Gross sales price for all assets on line 6a 4,658,090
7 Capital gain net income (from Part IV, line 2)... 1,102,134
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment -8,795 66  
12 Total. Add lines 1 through 11........ 1,515,494 1,102,200  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,500 30,117   74,383
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment 8,500 4,250   4,250
c Other professional fees (attach schedule).... Click to see attachment 48,027 48,027    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 63,662 9,872   1,993
19 Depreciation (attach schedule) and depletion... Click to see attachment 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 687 266   261
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 225,376 92,532   80,887
25 Contributions, gifts, grants paid....... 844,755 844,755
26 Total expenses and disbursements. Add lines 24 and 25 1,070,131 92,532   925,642
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 445,363
b Net investment income (if negative, enter -0-) 1,009,668
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............. 81,616 145,670 145,670
2 Savings and temporary cash investments......... 654,602 328,071 328,071
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   Click to see attachment44,695 44,695
b Investments—corporate stock (attach schedule)....... 1,831,928 Click to see attachment1,621,365 1,679,712
c Investments—corporate bonds (attach schedule)....... 602,573 Click to see attachment502,609 485,520
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,851,280 Click to see attachment12,824,863 14,580,873
14 Land, buildings, and equipment: basis bullet667
Less: accumulated depreciation (attach schedule) bullet667 0 Click to see attachment0 0
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,021,999 15,467,273 17,264,541
Liabilities 17 Accounts payable and accrued expenses.......... 315 226
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 315 226
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........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 15,021,684 15,467,047
30 Total net assets or fund balances (see instructions)..... 15,021,684 15,467,047
31 Total liabilities and net assets/fund balances (see instructions). 15,021,999 15,467,273
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
15,021,684
2
Enter amount from Part I, line 27a .....................
2
445,363
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,467,047
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
15,467,047
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 Publicly Traded Securities P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,658,090 0 3,555,956 1,102,134
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 1,102,134
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,102,134
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 847,250 18,519,491 0.045749
2016 880,786 16,752,228 0.052577
2015 968,450 18,041,338 0.053680
2014 939,134 19,793,363 0.047447
2013 724,538 19,055,304 0.038023
2
Total of line 1, column (d) .....................
2
0.237476
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
0.047495
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
18,712,757
5
Multiply line 4 by line 3......................
5
888,762
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,097
7
Add lines 5 and 6........................
7
898,859
8
Enter qualifying distributions from Part XII, line 4,.............
8
925,642
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 10,097
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 10,097
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 10,097
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 28,000
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.............. Part VI Line 7 - Original Return Overpayment: -28000 7 28,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,903
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet12,000 RefundedBullet 11 5,903
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSusan Couvillon Telephone no.bullet (504) 523-1445

    Located atbulletPO Box 840099New OrleansLA ZIP+4bullet701840099
    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
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
     
     
    .........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
    Susan Couvillon fdn manager
    20.00     		42,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    John Laborde trustee
    1.00     		10,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    James Laborde trustee
    1.00     		10,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Stephanie Laborde trustee
    1.00     		10,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Jane Roussel trustee
    1.00     		10,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Brooke Johnson trustee
    0.25     		3,750 0 0
    PO Box 840099
    New Orleans,LA701840099
    Eric Laborde trustee
    0.25     		5,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Ryan Roussel trustee
    0.25     		5,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Sarah Ehrensing trustee
    0.25     		5,000 0 0
    PO Box 840099
    New Orleans,LA701840099
    Stacey Spoto trustee
    0.25     		3,250 0 0
    PO Box 840099
    New Orleans,LA701840099
    Tucker Couvillon trustee
    0.25     		500 0 0
    PO Box 840099
    New Orleans,LA701840099
    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
    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 None 0
    2  
    3  
    4  
    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 None 0
    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
    18,083,611
    b
    Average of monthly cash balances.......................
    1b
    914,112
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,997,723
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,997,723
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    284,966
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    18,712,757
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    935,638
    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
    935,638
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    10,097
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,097
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    925,541
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    925,541
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    925,541
    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
    925,642
    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
    925,642
    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
    10,097
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    915,545
    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 7 925,541
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 836,099
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 925,642
    a Applied to 2017, but not more than line 2a 836,099
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 89,543
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018.    
    (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 0
    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......     		 
    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 ..........     		835,998
    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) .......     		 
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Susan Couvillon
    PO Box 840099
    New Orleans,LA701840099
    (504) 523-1445
    bThe form in which applications should be submitted and information and materials they should include:
    Call the foundation manager Susan Couvillon to request the form & information needed at (504) 523-1445
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    BOARD APPROVAL
    Form 990-PF (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
    Academy of the Sacred Heart
    1821 Academy Road
    Grand Coteau,LA70541     		  Public Operations 1,050
    Academy of the Sacred Heart
    4521 St Charles Ave
    New Orleans,LA70115     		  Public Operations 5,850
    Amazima Ministries Int'l
    PO Box 682521
    Franklin,LA37068     		  Public Operations 250
    Archdiocese of New Orleans
    1000 Howard Ave 800
    New Orleans,LA70113     		  Public Operations 30,000
    Audubon Nature Institute
    6500 Magazine Street
    New Orleans,LA70118     		  Public Operations 6,500
    Bastian Community of Resilience
    7506 Zimpel St
    New Orleans,LA70118     		  Public Operations 10,000
    Baton Rouge Food Bank
    10600 S Choctaw Drive
    Baton Rouge,LA70815     		  Public Operations 2,500
    Bayou District Foundation
    320 Julia Street
    New Orleans,LA70130     		  Public Operations 1,000
    Boys & Girls Club of Greater BR
    8281 Goodwood Blvd Ste A
    Baton Rouge,LA70806     		  Public Operations 2,500
    Boys & Girls Club of Gulf Coast
    PO Box 2804
    Gulfport,MS39505     		  Public Operations 250
    Boys & Girls Club of NO
    PO Box 19307
    New Orleans,LA70179     		  Public Operations 1,000
    Cabrini High School
    1400 Moss St
    New Orleans,LA70119     		  Public Operations 5,000
    Catholic Charities
    1100 Howard Ave Suite 200
    New Orleans,LA70113     		  Public Operations 81,000
    Catholic Relief Services
    PO Box 17090
    Baltimore,MD21297     		  Public Operations 250
    Cenikor Foundation
    2414 Bunker Hill Drive
    Baton Rouge,LA70808     		  Public Operations 5,000
    Center for Planning Excellence
    100 Lafayette St
    Baton Rouge,LA70801     		  Public Operations 1,500
    Cheekwood Botanical Garden & Museum
    1200 Forrest Park Dr
    Nashville,TN37205     		  Public Operations 5,000
    Christ the Healer Medical Mission
    1000 Howard Ave Ste 1213
    New Orleans,LA70113     		  Public Operations 2,000
    Christian Brothers Foundation
    8 Frederichs Ave
    New Orleans,LA70124     		  Public Operations 2,000
    Christian Brothers School
    8 Frederichs Ave
    New Orleans,LA70124     		  Public Operations 1,000
    Coalition to Restore Coastal LA
    3801 Canal St 400
    New Orleans,LA70119     		  Public Operations 1,500
    Compassion International
    12290 Voyager Pkwy
    Colorado Springs,CO80921     		  Public Operations 250
    Covenant House
    970 Fenimore Circle
    Atlanta,GA30350     		  Public Operations 250
    Crescent City Schools
    3811 Galvez Street
    New Orleans,LA70117     		  Public Operations 2,000
    Crohn's & Colitis Foundation
    116 WIlson Pike Circle 205
    Brentwood,TN37027     		  Public Operations 1,000
    Cypress Academy
    4217 Orleans Avenue
    New Orleans,LA70119     		  Public Operations 2,000
    The Dunham School
    11111 Roy Emerson Dr
    Baton Rouge,LA70810     		  Public Operations 5,000
    Eden House
    PO Box 750386
    New Orleans,LA70175     		  Public Operations 4,500
    Franciscan Poor Clares
    720 Henry Clay Ave
    New Orleans,LA70118     		  Public Operations 3,000
    Friends of City Park
    1 Palm Drive
    New Orleans,LA70118     		  Public Operations 2,500
    Friends of Warner Parks
    50 Vaughn Road
    Nashville,TN37221     		  Public Operations 3,000
    Front Yard Bikes
    700 Terrace Ave
    Baton Rouge,LA70802     		  Public Operations 1,000
    Glen Doherty Memorial Foundation
    PO Box 716
    Marbleheard,MA01945     		  Public Operations 1,000
    Godchaux-Reserve House
    PO Box 2129
    Reserve,LA70084     		  Public Operations 15,000
    Gone Fishing Ministry
    322 Davis Ave PO Box 292
    Pass Christian,MS39571     		  Public Operations 2,500
    Grandgou
    800 Lake Haven Ct
    Highland Village,TX70084     		  Public Operations 7,000
    Greater New Orleans Found
    1055 St Charles Ave
    New Orleans,LA70130     		  Public Giving Circle 7,200
    Habitat for Humanity Atlanta
    824 Memorial Drive SE
    Atlanta,LA30316     		  Public Operations 750
    Habitat for Humanity NO
    2900 Elysian Fields Ave
    New Orleans,LA70122     		  Public Operations 2,000
    Holy Name of Jesus
    6220 Lasalle Pl
    New Orleans,LA70118     		  Public Operations 300
    Italian Heritage Foundation
    100 Meridian Ctr Suite 325
    Rochester,NY14618     		  Public Operations 7,750
    Jefferson Scholars Foundation
    PO Box 400331
    Charlottesville,VA229044331     		  Public Operations 1,000
    Jesuit High School
    4133 Banks St
    New Orleans,LA70119     		  Public Scholarship & Annual Funding 84,200
    Jesuits Central & Southern Province
    4511 West Pine Blvd
    St Louis,MO63108     		  Public Operations 2,500
    Junior Achievement of GNO
    5100 Orleans Ave
    New Orleans,LA70124     		  Public Operations 12,500
    Kidsmart
    1024 Elysian Fields Ave
    New Orleans,LA70117     		  Public Education 2,000
    Lakeview Shepard Center
    316 38th Street
    New Orleans,LA70124     		  Public Operations 250
    Legacy Donor Foundation
    2701 Kingman St Ste 101
    Metairie,LA70006     		  Public Operations 9,000
    Living Faith Spiritual Center
    11300 Minnetonka Mills Rd
    Minnetonka,MN55305     		  Public Operations 250
    Louisiana Americana & Folk Society
    8631 Rainwood Ave
    Baton Rouge,LA70810     		  Public Operations 2,500
    Louisiana Cancer Research
    1700 Tulane Ave 1000
    New Orleans,LA70112     		  Public Operations 1,000
    Louisiana Children's Museum
    420 Julia Street
    New Orleans,LA70130     		  Public Operations 3,500
    LA Environmental Action Network
    PO Box 66323
    Baton Rouge,LA70896     		  Public Operations 2,500
    Louisiana Philharmonic Orchestra
    1010 Common St
    New Orleans,LA70112     		  Public Operations 3,000
    LSU Health Foundation
    2000 Tulane Ave 4th Fl
    New Orleans,LA70112     		  Public Scholarship,Operations 47,500
    LSU Health Foundation-Orthopedic
    2000 Tulane Ave 4th Fl
    New Orleans,LA70112     		  Public Operations 4,000
    LSU Health - Dept of Psychiatry
    1524 Tulane Ave Room 241
    New Orleans,LA70112     		  Public Operations 1,000
    LSU Foundation (Music & Drama)
    3796 Nicholson Dr
    Baton Rouge,LA70802     		  Public Operations 2,500
    Loyola University
    7214 St Charles Ave
    New Orleans,LA70118     		  Public Operations 7,500
    Magnolia Community Services
    100 Central Ave
    Jefferson,LA70121     		  Public Operations 1,000
    Manresa House of Retreats
    PO Box 89
    Convent,LA70723     		  Public Operations 750
    Marist School
    3790 Ashford Dunwoody Rd NE
    Atlanta,GA30319     		  Public Operations 3,500
    Mary Bird Perkins Cancer Center Found
    4950 Essen Lane
    Baton Rouge,LA70809     		  Public Operations 2,500
    Metairie Park Country Day School
    300 Park Rd
    Metairie,LA70005     		  Public Operations 8,000
    Metropolitan Crime Commission
    1615 Poydras St Ste 1060
    New Orleans,LA70112     		  Public Operations 4,500
    Mission to the World
    1600 N Brown Rd
    Lawrenceville,GA30043     		  Public Operations 7,500
    Mr Charlie Rig Museum
    13111 First St
    Morgan City,LA70381     		  Public Operations 10,000
    Mount Carmel Academy
    7027 Milne St
    New Orleans,LA70124     		  Public Education 16,755
    Mount Vernon Presbyterian School
    471 Mt Vernon Hwy NE
    Atlanta,GA30328     		  Public Education 9,000
    National Votive Shrine of Our Lady of Prompt Succor
    2734 Nashville Ave
    New Orleans,LA70115     		  Public Operations 5,000
    National World War II Museum
    945 Magazine St
    New Orleans,LA70130     		  Public Operations 250
    New Orleans Center for Creative Arts
    2800 Chartres St
    New Orleans,LA70117     		  Public Operations 10,000
    New Orleans Museum of Art
    PO Box 19123
    New Orleans,LA70179     		  Public Operations 1,400
    Newman High School
    1903 Jefferson Ave
    New Orleans,LA70115     		  Public Operations 250
    NOLA4Women Inc
    1577 Henry Clay Ave
    New Orleans,LA70118     		  Public Operations 5,000
    Notre Dame Seminary
    2901 S Carrollton Ave
    New Orleans,LA70118     		  Public Operations 2,500
    Ochsner Clinic Foundation
    1514 Jefferson Hwy BH607
    New Orleans,LA70121     		  Public Operations 61,000
    Ouachita Christian School
    7065 Highway 154N
    Monroe,LA71203     		  Public Operations 6,750
    Pass Christian Farm to Table
    200 W Scenic Dr
    Pass Christian,MS39571     		  Public Operations 250
    Pregnancy Aid Clinic
    281 S Atlanta St
    Roswell,GA30075     		  Public Operations 1,500
    Pro Bono Publico Found
    PO Box 531024
    New Orleans,LA70153     		  Public Operations 3,750
    Rebuilding Together New Orleans
    923 Tchoupitoulas St
    New Orleans,LA70130     		  Public Operations 7,500
    Reformed University Ministries
    1700 N Brown Rd Suite 104
    Lawrenceville,GA30043     		  Public Operations 2,750
    Renaissance Foundation (Bastion)
    110 Veterans Memorial Blvd 123
    Metairie,LA70005     		  Public Operations 8,000
    St Catherine of Siena Catholic Church
    105 Bonnabel Blvd
    Metairie,LA70005     		  Public Operations 1,000
    St Charles Avenue Assoc
    PO Box 15833
    New Orleans,LA70175     		  Public Operations 250
    St Francis of Assisi Church
    611 State Street
    New Orleans,LA70118     		  Public Operations 7,500
    St John the Baptist Church
    1139 Oretha Castle Haley
    New Orleans,LA70113     		  Public Operations 5,000
    St John's School
    2401 Claremont Lane
    Houston,TX77019     		  Public Education 9,000
    St John's Theatre
    PO Box 188
    Reserve,LA70084     		  Public Operations 20,000
    St Joseph Abbey & Seminary College
    75376 River Road
    Saint Benedict,LA70457     		  Public Operations 2,500
    St Mary's Dominican High School
    7701 Walmsley Ave
    New Orleans,LA70124     		  Public Operations 250
    St Jude the Apostle
    7171 Glenridge Dr
    Atlanta,GA30328     		  Public Operations 3,500
    St Pius X Church
    6666 Spanish Fort
    New Orleans,LA70124     		  Public Operations 23,000
    St Stanislaus
    304 South Beach Blvd
    Bay St Louis,MS39520     		  Public Operations 1,000
    Society of St Vincent de Paul
    PO Box 127
    Baton Rouge,LA70821     		  Public Operations 20,000
    Samaritan's Purse
    PO Box 3000
    Boone,NC28607     		  Public Operations 250
    SBPUSAorg
    2645 Toulouse St
    New Orleans,LA70119     		  Public Operations 5,000
    Silence is Violence
    3401 St Claude Ave
    New Orleans,LA70117     		  Public Operations 5,000
    Southern Dominican Province
    1421 N Causeway Blvd Ste 200
    Metairie,LA70001     		  Public Operations 2,750
    Spirit of Charity Foundation
    2000 Canal Street
    New Orleans,LA70112     		  Public Operations 19,000
    Tennessee Williams Festival
    938 Lafayette St Ste 514
    New Orleans,LA70113     		  Public Operations 2,500
    Thisbe & Noah Scott Foundation
    PO Box 50332
    New Orleans,LA70126     		  Public Operations 250
    Thomas & Mcmahon Cancer Foundation
    PO Box 19242
    New Orleans,LA70179     		  Public Operations 250
    Trinity Episcopal School
    1315 Jackson Ave
    New Orleans,LA70130     		  Public Education 4,000
    Tulane University
    1555 Poydras St Ste 1000
    New Orleans,LA70112     		  Public Education 25,000
    Tulane University Athletics
    2950 Ben Weiner Dr
    New Orleans,LA70118     		  Public Operations 2,000
    University of Holy Cross
    4123 Woodland Dr
    New Orleans,LA70131     		  Public Operations 55,000
    Washington & Lee
    204 W Washington St
    Lexington,VA24450     		  Public Operations 2,000
    Wellspring Alliance for Families
    1515 Jackson St
    Monroe,LA71202     		  Public Operations 1,000
    WLAE
    PO Box 792497
    New Orleans,LA70179     		  Public Operations 10,000
    WRKF
    3050 Valley Creek Dr
    Baton Rouge,LA70808     		  Public Operations 2,500
    WYES
    916 Navarre Ave
    New Orleans,LA70124     		  Public Operations 1,000
    YaYa
    PO Box 52617
    New Orleans,LA70152     		  Public Operations 5,000
    Youth Oasis
    260 S Acadian Thruway
    Baton Rouge,LA70806     		  Public Operations 10,000
    Total .................................bullet 3a 844,755
    bApproved for future payment
    Total .................................bullet 3b  
    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 9,963  
    4 Dividends and interest from securities....     14 412,192  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,102,134  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCalumet Specialty Products Pt     		    14 -2,952  
    bTC Pipelines LP     14 -13,692  
    ctax exempt interest     14 7,250  
    dNondividend distributions     14 1,075  
    eTax exempt amtz     14 -476  
    12 Subtotal. Add columns (b), (d), and (e)..   1,515,494  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,515,494
    (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.)
    a NONE
    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:  
    Part VI Line 7 -Original Return Overpayment: -28,000


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    J.Bourgeois tax & consultations 8,500 4,250   4,250

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

    TY 2018 DepreciationSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    Computer 2009 2008-09-30 667 333 200DB 5.000000000000 0      

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

    TY 2018 GainLossSaleOtherAssetsSch
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Capital Gains and Losses Part IV   Purchased     4,658,090 3,555,956     1,102,134  

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JPMorgan Chase & 2.7% 49,914 48,030
    LA Hsg Fin Agency 7.25% 100,182 95,071
    Pepsico Inc 3.125% 50,483 50,162
    Conagra Brands 4.3% 99,952 99,219
    BB&T Corp 2.75% 99,886 98,038
    LQK Corp 4.75%` 102,192 95,000

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2U Inc 25,298 62,150
    3-D Sys Corp 96,575 54,511
    Axon Enterprise Inc 56,120 91,875
    Cypress Semiconductor 119,022 90,312
    Ebix Inc 103,088 80,864
    Euronet Worldwide 65,037 92,142
    First Hawaiian Inc 94,489 76,534
    Genesee & Wyoming 84,363 96,226
    Howard Hughes Corp 110,982 82,001
    Kearny Financial Corp 95,794 97,432
    Leggett & Platt Inc 64,546 77,056
    LQK Corp 89,473 78,309
    Marathon Oil Corp 8,571 4,302
    Marathon Petroleum 5,478 17,703
    Pool Corporation 13,196 93,650
    Progressive Corp 107,345 120,660
    Steris PLC 53,749 84,411
    Visa Inc 12,432 91,039
    Wabco Holdings Inc 102,940 90,165
    Weight Watchers Intl 126,245 73,630
    Western Digital Corp 125,719 65,807
    Cisco Systems Inc 21,493 47,663
    Devon Energy Corp 39,410 11,270

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    US Government Securities - End of Year Book Value:

    44,695
    US Government Securities - End of Year Fair Market Value:

    44,695
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Vanguard Total Int'l Stock Index   3,316,006 3,157,088
    Vanguard Total Int'l Bond Index   511,402 507,988
    Vanguard Total Bond Mkt Index   1,211,790 1,215,848
    Vanguard Total Stock Mkt Index   2,416,559 4,461,293
    Vanguard Inter-Term Invest-Gr Adm   202,972 203,091
    Vanguard Long-Term Invest-Gr Adm   304,217 298,725
    Pimco Income Fund Class A   880,354 856,275
    Pimco Global Advantage Strategy   125,885 120,627
    Principal High Yield II Fund   185,569 170,845
    Pimco Investment Grade Corp Bd   389,769 387,068
    Pimco High Yield   290,430 292,334
    Pimco Emerging Markets Bd   101,747 99,813
    Ishares Tr US & Intl High Yield Corp Bd   99,352 101,266
    Ishares Tr IBoxx USD Invt Grade   47,995 56,410
    Ishares Tr Inter Cr Bond Fund   121,343 131,994
    Ishares US Preferred Stock   120,273 102,690
    Dodge & Cox Income Fd   254,659 247,385
    Europacific Growth Fd CL F1   323,670 318,948
    Fundamental Investors Fd CL F1   596,124 584,780
    Neuberger Berman Genesis Fd Investor CL   493,328 410,429
    New World Fund Cl 2   309,858 309,658
    Templeton Global Bond Fund Cl A   386,601 373,708
    Vanguard Wellesley Adm   89,649 85,101
    TC Pipelines Partnership   2,137 36,938
    Calumet Specialty Product Partners   338 7,735
    LPL Receivable   7,689 7,689
    Villere Receivable   35,147 35,147

    TY 2018 LandEtcSchedule2
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Computer 2009 667 667 0  


    TY 2018 OtherExpensesSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Meals 322 81   81
    Office expenses 360 180   180
    Interest Exp. 5 5    


    TY 2018 OtherIncomeSchedule2
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Calumet Specialty Products Pt -2,952    
    TC Pipelines LP -13,692 66  
    tax exempt interest 7,250    
    Nondividend distributions 1,075    
    Tax-exempt Amtz -476    


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Villere Investment investment fees 21,017 21,017    
    Raymond James investment fees 15,427 15,427    
    TIFF investment fees 11,583 11,583    


    TY 2018 TaxesSchedule
    Name:
    The Almar Foundationdba The Alden and Margaret Laborde Foundation
    EIN:
    72-1371702
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 2,448 455   1,993
    Prepaid Taxes 28,000      
    2017 Taxes 23,797      
    Foreign Taxes 9,417 9,417