TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021

Name of foundation
OLHCC REV THOMAS E CHAMBERS CSC

Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS ST STE 3200
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727

A Employer identification number

81-1003213

B Telephone number (see instructions)

(504) 586-7421

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,166,900J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	46,057		46,057
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		329,187
b	Gross sales price for all assets on line 6a 2,194,375
7	Capital gain net income (from Part IV, line 2)...			329,187
8	Net short-term capital gain.........				0
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).......
12	Total. Add lines 1 through 11........	375,244		375,244
13	Compensation of officers, directors, trustees, etc.	16,216		12,162		4,054
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		700	0	0	700
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		655	605		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	17,571		12,767	0	4,754
25	Contributions, gifts, grants paid.......	126,433				126,433
26	Total expenses and disbursements. Add lines 24 and 25	144,004		12,767	0	131,187
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	231,240
b	Net investment income (if negative, enter -0-)			362,477
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	197,768	95,300	95,300
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	314,687	280,993	479,075
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,802,743	2,166,326	2,592,525
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,315,198	2,542,619	3,166,900
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,315,198	2,542,619
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,315,198	2,542,619
	30	Total liabilities and net assets/fund balances (see instructions).	2,315,198	2,542,619

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,315,198

Enter amount from Part I, line 27a .....................

231,240

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

2,546,438

Decreases not included in line 2 (itemize) bullet

3,819

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,542,619

Form 990-PF (2020)

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	102. T-MOBILE US INC RIGHTS		2020-06-24	2020-07-02
b	317.22 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-07-27
c	1. AMAZON COM INC COM		2015-12-23	2020-08-24
d	14. APPLE COMPUTER INC COMMON STOCK		2015-12-23	2020-08-24
e	3271.687 DFA COMMODITY STRATEGY PORTFOLIO		2020-03-30	2020-08-24
	22. DISNEY WALT			2020-08-24
	426. GENERAL ELEC CO COM		2019-06-28	2020-08-24
	156. GENERAL ELEC CO COM		2019-11-20	2020-08-24
	61. HANOVER INSURANCE GROUP, INC			2020-08-24
	61. INTEL CORP		2019-11-20	2020-08-24
	4. INTUITIVE SURGICAL		2015-12-23	2020-08-24
	39. KEYSIGHT TECHNOLOGIES INC		2019-11-20	2020-08-24
	100. MICRON TECHNOLOGY INC COMMON STOCK		2018-11-01	2020-08-24
	81. ONEOK INC		2018-02-07	2020-08-24
	24. PHILIP MORRIS INTL INC		2015-12-23	2020-08-24
	40. PHILLIPS 66 66 COM		2015-12-23	2020-08-24
	25. TEXAS INSTRUMENTS, INC COMMON STOCK			2020-08-24
	18. VISA INC		2015-12-23	2020-08-24
	15110.76 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-08-25
	187. ISHARES 5-10 YEAR INV GRAD CORP BND ETF		2017-01-26	2020-08-26
	20. VANGUARD SHORT TERM CORP BD ETF		2017-10-25	2020-08-26
	284.49 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-09-25
	10347.86 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-10-26
	73. ALBEMARLE CORP		2020-02-21	2020-10-28
	1. AMAZON COM INC COM		2015-12-23	2020-10-28
	2. APPLE COMPUTER INC COMMON STOCK		2015-12-23	2020-10-28
	23. CITRIX SYS INC COM		2020-05-21	2020-10-28
	129. THE COCA-COLA COMPANY COM		2018-11-01	2020-10-28
	1. L3HARRIS TECHNOLOGIES INC		2019-11-20	2020-10-28
	47. L3HARRIS TECHNOLOGIES INC			2020-10-28
	13. LAUDER ESTEE COS INC CL A		2019-11-20	2020-10-28
	25. LAUDER ESTEE COS INC CL A			2020-10-28
	1. MASCO CORP		2019-11-20	2020-10-28
	41. MASCO CORP		2018-02-07	2020-10-28
	35. TEXAS INSTRUMENTS, INC COMMON STOCK		2015-12-23	2020-10-28
	20. WASTE MGMT INC DEL		2020-05-21	2020-10-28
	128622.5 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-11-04
	3. ABBVIE INC		2020-05-21	2020-11-05
	11. AKAMAI TECHNOLOGIES INC		2020-08-24	2020-11-05
	1. ALPHABET INC INC CL A		2016-02-12	2020-11-05
	2. AMAZON COM INC COM		2015-12-23	2020-11-05
	1. AMGEN INC		2018-05-21	2020-11-05
	69. APPLE COMPUTER INC COMMON STOCK		2015-12-23	2020-11-05
	25. APPLIED MATLS INC		2020-08-24	2020-11-05
	61. BANK OF AMERICA CORP COM		2017-02-03	2020-11-05
	21. BERRY GLOBAL GROUP INC		2020-10-28	2020-11-05
	8. BEST BUY INC		2017-09-26	2020-11-05
	1. BIO RAD LABS INC		2020-08-24	2020-11-05
	1. BIOGEN IDEC INC		2015-12-23	2020-11-05
	11. CARLISLE COS INC COM		2019-08-07	2020-11-05
	666.279 CAUSEWAY EMERGING MARKETS FUND - INST		2020-03-27	2020-11-05
	11. CHEVRON TEXACO CORP COM		2019-08-07	2020-11-05
	6. CLOROX CO. COMMON STOCK		2020-10-28	2020-11-05
	675.311 COHEN & STEERS GL INFR-I			2020-11-05
	19. CONOCOPHILLIPS COM		2020-02-21	2020-11-05
	2. COSTCO WHOLESALE CORP COM		2019-11-20	2020-11-05
	13. CYRUSONE INC		2020-05-21	2020-11-05
	3. DECKERS OUTDOOR CORP		2020-05-21	2020-11-05
	159.41 DELAWARE SMALL CAP CORE FUND - INS		2020-03-30	2020-11-05
	5. DIGITAL RLTY TR INC		2017-09-26	2020-11-05
	8. DISNEY WALT		2016-05-19	2020-11-05
	9. DOMINION RESOURCES INC/VA COM		2020-05-21	2020-11-05
	22. EBAY INC COM		2019-08-07	2020-11-05
	18. EDWARDS LIFESCIENCES CORP COM		2019-11-20	2020-11-05
	16. EXELON CORPORATION COM		2019-08-07	2020-11-05
	15. EXELIXIS INC		2020-05-21	2020-11-05
	20. EXXON MOBIL CORP COM		2015-12-23	2020-11-05
	10. FACEBOOK INC		2015-12-23	2020-11-05
	4. GILEAD SCIENCES INC.		2018-02-07	2020-11-05
	8. HOME DEPOT INC		2015-12-23	2020-11-05
	3. INTUITIVE SURGICAL		2015-12-23	2020-11-05
	22. J P MORGAN CHASE & CO NT			2020-11-05
	28. JABIL CIRCUIT INC COM		2020-08-24	2020-11-05
	62. KEYCORP NEW		2019-08-07	2020-11-05
	5. KIMBERLY CLARK CORP COM		2020-08-24	2020-11-05
	11. LANDSTAR SYSTEMS		2015-12-23	2020-11-05
	4. LOCKHEED MARTIN CORPORATION		2015-12-23	2020-11-05
	2534.297 MFS MID CAP GROWTH FUND - I			2020-11-05
	4. MSCI INC		2020-08-24	2020-11-05
	1888.257 TORTOISE MLP & PIPELINE - INST			2020-11-05
	1790.804 TORTOISE MID CAP VALUE - INST			2020-11-05
	3. MARKETAXESS		2019-06-28	2020-11-05
	15. METLIFE INC COM		2019-11-20	2020-11-05
	27. MICROSOFT CORP			2020-11-05
	6. MOLINA HEALTHCARE		2019-02-11	2020-11-05
	14. MONSTER BEVERAGE CORP		2020-10-28	2020-11-05
	2. NETFLIX INC		2020-08-24	2020-11-05
	10. NEWMONT MNG CORP		2020-10-28	2020-11-05
	1. NVIDIA CORP COM		2020-10-28	2020-11-05
	10. PACCAR INC COM		2019-08-07	2020-11-05
	22. PFIZER INC		2015-12-23	2020-11-05
	5. POOL CORPORATION		2020-02-21	2020-11-05
	17. PROGRESSIVE CORP OHIO		2018-05-21	2020-11-05
	16. PULTE HOMES INC COM		2020-10-28	2020-11-05
	22. QUALCOMM INC		2020-10-28	2020-11-05
	2. S&P GLOBAL INC		2020-08-24	2020-11-05
	230. S & P 500 DEPOSITORY RECEIPT		2015-12-23	2020-11-05
	5. SALESFORCE COM INC			2020-11-05
	32. SOUTHWEST AIRLS CO			2020-11-05
	15. SYNAPTICS INC COM		2020-10-28	2020-11-05
	25. SYSCO CORP			2020-11-05
	19. T-MOBILE US INC			2020-11-05
	7. TARGET CORP COM		2020-05-21	2020-11-05
	2. UNITED RENTALS INC		2020-10-28	2020-11-05
	4. UNITEDHEALTH GROUP INC COM		2020-05-21	2020-11-05
	7. VEEVA SYSTEMS INC - CLASS A		2016-11-17	2020-11-05
	11. VISA INC		2015-12-23	2020-11-05
	20. WILLIAMS COS INC COMMON STOCK		2020-08-24	2020-11-05
	8. ZOETIS		2017-11-14	2020-11-05
	6. JAZZ PHARMACEUTICALS PLC		2019-08-07	2020-11-05
	15. MEDTRONIC PLC		2018-02-07	2020-11-05
	15. VIATRIS INC			2020-11-23
	387.3 FNMA POOL FN AS8939 3% 01/01/2047		2017-03-09	2020-11-25
	.014 VIATRIS INC		2017-01-26	2020-11-27
	332.734 MFS MID CAP GROWTH FUND - I			2020-12-21
	2781.811 DELAWARE SMALL CAP CORE FUND - INS			2021-01-26
	3633.855 MFS MID CAP GROWTH FUND - I		2020-03-27	2021-01-26
	6421.082 TORTOISE MID CAP VALUE - INST			2021-01-26
	2342. ISHARES 5-10 YEAR INV GRAD CORP BND ETF			2021-02-02
	834. ISHARES 5-10 YEAR INV GRAD CORP BND ETF			2021-02-02
	4258. VANGUARD SHORT TERM GOV'T BD ETF			2021-02-02
	1273. VANGUARD SHORT TERM GOV'T BD ETF			2021-02-02
	647. VANGUARD SHORT TERM CORP BD ETF			2021-02-02
	2111. VANGUARD SHORT TERM CORP BD ETF			2021-02-02
	1056. VANGUARD INTERMEDIATE TERM GOVT BD ETF			2021-02-02
	3835. VANGUARD INTERMEDIATE TERM GOVT BD ETF			2021-02-02
	146. VANGUARD SECURITY			2021-02-02
	486. VANGUARD SECURITY			2021-02-02
	224. BANK OF AMERICA CORP COM			2021-02-05
	8. COSTCO WHOLESALE CORP COM		2019-11-20	2021-02-05
	49. JABIL CIRCUIT INC COM		2020-08-24	2021-02-05
	25. MOLINA HEALTHCARE		2019-02-11	2021-02-05
	17. T-MOBILE US INC		2016-11-17	2021-02-05
	82. WILLIAMS COS INC COMMON STOCK		2020-08-24	2021-02-05
	.4 TECHNIP ENERGIES N V SPONSORED ADR		2021-02-16	2021-04-09
	1. BIOGEN IDEC INC		2015-12-23	2021-04-19
	1. HOME DEPOT INC		2015-12-23	2021-04-19
	1. INTUITIVE SURGICAL		2015-12-23	2021-04-19
	33. ISHARES S&P MIDCAP 400 INDEX FUND		2021-01-25	2021-04-19
	1. LANDSTAR SYSTEMS		2015-12-23	2021-04-19
	1. LOCKHEED MARTIN CORPORATION		2015-12-23	2021-04-19
	1. MARKETAXESS		2019-06-28	2021-04-19
	1. MONSTER BEVERAGE CORP		2020-10-28	2021-04-19
	4. PFIZER INC		2015-12-23	2021-04-19
	3. PULTE HOMES INC COM		2020-10-28	2021-04-19
	61. S & P 500 DEPOSITORY RECEIPT		2015-12-23	2021-04-19
	2. SYSCO CORP		2019-11-20	2021-04-19
	40. TECHNIP ENERGIES N V SPONSORED ADR		2021-02-16	2021-04-19
	1. ZOETIS		2017-11-14	2021-04-19
	2. JAZZ PHARMACEUTICALS PLC		2019-08-07	2021-04-19
	1. ABBVIE INC		2020-05-21	2021-04-28
	1. ALPHABET INC INC CL A		2016-02-12	2021-04-28
	10. APPLE COMPUTER INC COMMON STOCK		2015-12-23	2021-04-28
	1. BERRY GLOBAL GROUP INC		2020-10-28	2021-04-28
	1. BEST BUY INC		2017-09-26	2021-04-28
	3. CHEVRON TEXACO CORP COM		2019-08-07	2021-04-28
	1. CLOROX CO. COMMON STOCK		2020-10-28	2021-04-28
	101.719 COHEN & STEERS GLOBAL REALTY SHARES I		2020-11-05	2021-04-28
	8. CONOCOPHILLIPS COM		2020-02-21	2021-04-28
	1. CYRUSONE INC		2020-05-21	2021-04-28
	1. DIGITAL RLTY TR INC		2017-09-26	2021-04-28
	1. DISNEY WALT		2016-05-19	2021-04-28
	2. EBAY INC COM		2019-08-07	2021-04-28
	2. EDWARDS LIFESCIENCES CORP COM		2019-11-20	2021-04-28
	2. EXELON CORPORATION COM		2019-08-07	2021-04-28
	4. EXELIXIS INC		2020-05-21	2021-04-28
	6. EXXON MOBIL CORP COM		2015-12-23	2021-04-28
	2. FACEBOOK INC		2015-12-23	2021-04-28
	8. FORD MTR CO DEL COM PAR $0.01		2021-02-05	2021-04-28
	1. HOME DEPOT INC		2015-12-23	2021-04-28
	46. ISHARES S&P MIDCAP 400 INDEX FUND		2021-01-25	2021-04-28
	5. ISHARES S&P MID-CAP 400 GROWTH ETF		2021-01-25	2021-04-28
	25. ISHARES RUSSELL 2000 ETF		2021-01-25	2021-04-28
	1. J P MORGAN CHASE & CO NT		2016-10-14	2021-04-28
	1. KIMBERLY CLARK CORP COM		2020-08-24	2021-04-28
	1. LANDSTAR SYSTEMS		2015-12-23	2021-04-28
	391.046 LAZARD INTERNATIONAL EQUITY PORT - INST		2020-03-30	2021-04-28
	1. MONSTER BEVERAGE CORP		2020-10-28	2021-04-28
	2. PACCAR INC COM		2019-08-07	2021-04-28
	4. PFIZER INC		2015-12-23	2021-04-28
	1. POOL CORPORATION		2020-02-21	2021-04-28
	4. PROGRESSIVE CORP OHIO			2021-04-28
	3. PULTE HOMES INC COM		2020-10-28	2021-04-28
	21. REGIONS FINANCIAL CORP NEW		2021-02-05	2021-04-28
	26. S & P 500 DEPOSITORY RECEIPT		2015-12-23	2021-04-28
	1. SALESFORCE COM INC		2018-04-10	2021-04-28
	5. SYSCO CORP		2019-11-20	2021-04-28
	3. T-MOBILE US INC		2016-11-17	2021-04-28
	2. TARGET CORP COM		2020-05-21	2021-04-28
	7. TENET		2021-02-05	2021-04-28
	1. UNITEDHEALTH GROUP INC COM		2020-05-21	2021-04-28
	1. VEEVA SYSTEMS INC - CLASS A		2019-11-20	2021-04-28
	3. VISA INC		2015-12-23	2021-04-28
	2. ZOETIS		2017-11-14	2021-04-28
	4. MEDTRONIC PLC		2018-02-07	2021-04-28
	18. TECHNIPFMC PLC		2021-02-05	2021-04-28
	6. AMGEN INC		2018-05-21	2021-05-14
	25. APPLE COMPUTER INC COMMON STOCK		2015-12-23	2021-05-14
	11. BIOGEN IDEC INC			2021-05-14
	5. INTUITIVE SURGICAL		2015-12-23	2021-05-14
	30. J P MORGAN CHASE & CO NT		2016-10-14	2021-05-14
	22. KIMBERLY CLARK CORP COM			2021-05-14
	14. MARKETAXESS			2021-05-14
	65. MONSTER BEVERAGE CORP		2020-10-28	2021-05-14
	48. PACCAR INC COM		2019-08-07	2021-05-14
	32. PFIZER INC		2015-12-23	2021-05-14
	40. SOUTHWEST AIRLS CO			2021-05-14
	14. JAZZ PHARMACEUTICALS PLC		2019-08-07	2021-05-14
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	16	257	-241
b	317	310	7
c	3,291	666	2,625
d	7,053	1,503	5,550
e	16,293	14,036	2,257
	2,867	2,351	516
	2,776	4,462	-1,686
	1,017	1,791	-774
	6,233	5,036	1,197
	2,980	3,553	-573
	2,765	727	2,038
	3,771	4,220	-449
	4,348	3,791	557
	2,203	4,363	-2,160
	1,907	2,115	-208
	2,511	3,317	-806
	3,508	1,667	1,841
	3,702	1,407	2,295
	15,111	14,787	324
	11,395	10,145	1,250
	1,658	1,600	58
	284	278	6
	10,348	10,126	222
	6,641	6,751	-110
	3,202	666	2,536
	225	54	171
	2,675	3,162	-487
	6,225	6,190	35
	164	204	-40
	7,712	3,766	3,946
	2,901	2,510	391
	5,580	4,288	1,292
	55	46	9
	2,248	1,767	481
	5,004	1,963	3,041
	2,161	1,979	182
	134,370	125,863	8,507
	281	278	3
	1,135	1,219	-84
	1,773	707	1,066
	6,703	1,333	5,370
	231	176	55
	8,215	1,852	6,363
	1,737	1,585	152
	1,502	1,422	80
	1,057	974	83
	986	436	550
	635	512	123
	330	280	50
	1,472	1,530	-58
	9,168	6,583	2,585
	799	1,310	-511
	1,285	1,276	9
	13,878	14,186	-308
	577	1,112	-535
	771	603	168
	960	912	48
	838	502	336
	3,727	2,750	977
	742	571	171
	1,020	786	234
	756	708	48
	1,096	875	221
	1,405	1,469	-64
	691	725	-34
	331	370	-39
	669	1,577	-908
	2,968	1,058	1,910
	239	337	-98
	2,289	1,061	1,228
	2,196	545	1,651
	2,304	2,181	123
	1,001	964	37
	814	1,001	-187
	677	788	-111
	1,377	649	728
	1,464	872	592
	71,898	47,247	24,651
	1,658	1,450	208
	13,992	18,439	-4,447
	23,173	19,526	3,647
	1,758	956	802
	623	734	-111
	6,043	2,130	3,913
	1,299	822	477
	1,176	1,095	81
	1,036	973	63
	674	588	86
	566	516	50
	910	654	256
	808	718	90
	1,924	1,156	768
	1,654	1,049	605
	735	668	67
	3,209	2,697	512
	713	718	-5
	80,882	47,124	33,758
	1,304	654	650
	1,311	1,745	-434
	1,235	1,192	43
	1,529	1,237	292
	2,240	1,065	1,175
	1,107	831	276
	382	337	45
	1,414	1,149	265
	2,083	292	1,791
	2,186	860	1,326
	382	426	-44
	1,377	558	819
	914	813	101
	1,567	1,242	325
	253	205	48
	387	379	8

	9,992	6,490	3,502
	79,949	46,951	32,998
	109,270	67,299	41,971
	91,757	71,446	20,311
	143,269	131,893	11,376
	51,019	49,077	1,942
	262,053	259,154	2,899
	78,345	79,051	-706
	53,710	52,920	790
	175,241	168,752	6,489
	72,784	74,191	-1,407
	264,326	245,688	18,638
	7,893	7,925	-32
	26,272	25,905	367
	7,349	4,034	3,315
	2,842	2,413	429
	2,199	1,687	512
	5,174	3,424	1,750
	2,184	905	1,279
	1,823	1,714	109
	6	6
	269	280	-11
	327	133	194
	807	182	625
	8,941	8,050	891
	176	59	117
	392	218	174
	529	319	210
	98	78	20
	155	124	31
	163	125	38
	25,388	12,498	12,890
	161	160	1
	553	554	-1
	167	70	97
	338	271	67
	112	93	19
	2,373	707	1,666
	1,331	268	1,063
	62	46	16
	118	54	64
	316	357	-41
	185	213	-28
	6,216	5,135	1,081
	425	468	-43
	73	70	3
	147	114	33
	183	98	85
	125	80	45
	193	163	30
	88	91	-3
	98	99	-1
	349	473	-124
	613	212	401
	99	94	5
	321	133	188
	12,675	11,222	1,453
	416	386	30
	5,702	5,342	360
	152	68	84
	129	158	-29
	170	59	111
	8,298	5,565	2,733
	96	78	18
	182	131	51
	154	124	30
	419	231	188
	399	256	143
	175	125	50
	446	405	41
	10,849	5,327	5,522
	236	119	117
	421	400	21
	396	160	236
	409	238	171
	405	350	55
	395	287	108
	284	154	130
	703	235	468
	342	140	202
	525	331	194
	140	209	-69
	1,513	1,059	454
	3,176	671	2,505
	3,067	2,857	210
	4,177	908	3,269
	4,907	2,034	2,873
	2,961	3,145	-184
	6,363	4,029	2,334
	5,975	5,084	891
	4,520	3,138	1,382
	1,282	990	292
	2,487	2,226	261
	2,499	1,896	603
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564
			7,564

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			-241
b			7
c			2,625
d			5,550
e			2,257
			516
			-1,686
			-774
			1,197
			-573
			2,038
			-449
			557
			-2,160
			-208
			-806
			1,841
			2,295
			324
			1,250
			58
			6
			222
			-110
			2,536
			171
			-487
			35
			-40
			3,946
			391
			1,292
			9
			481
			3,041
			182
			8,507
			3
			-84
			1,066
			5,370
			55
			6,363
			152
			80
			83
			550
			123
			50
			-58
			2,585
			-511
			9
			-308
			-535
			168
			48
			336
			977
			171
			234
			48
			221
			-64
			-34
			-39
			-908
			1,910
			-98
			1,228
			1,651
			123
			37
			-187
			-111
			728
			592
			24,651
			208
			-4,447
			3,647
			802
			-111
			3,913
			477
			81
			63
			86
			50
			256
			90
			768
			605
			67
			512
			-5
			33,758
			650
			-434
			43
			292
			1,175
			276
			45
			265
			1,791
			1,326
			-44
			819
			101
			325
			48
			8

			3,502
			32,998
			41,971
			20,311
			11,376
			1,942
			2,899
			-706
			790
			6,489
			-1,407
			18,638
			-32
			367
			3,315
			429
			512
			1,750
			1,279
			109

			-11
			194
			625
			891
			117
			174
			210
			20
			31
			38
			12,890
			1
			-1
			97
			67
			19
			1,666
			1,063
			16
			64
			-41
			-28
			1,081
			-43
			3
			33
			85
			45
			30
			-3
			-1
			-124
			401
			5
			188
			1,453
			30
			360
			84
			-29
			111
			2,733
			18
			51
			30
			188
			143
			50
			41
			5,522
			117
			21
			236
			171
			55
			108
			130
			468
			202
			194
			-69
			454
			2,505
			210
			3,269
			2,873
			-184
			2,334
			891
			1,382
			292
			261
			603

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	329,187
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 ...................		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	5,038
c	All other domestic foundations enter 1.39% 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	5,038
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	5,038
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	446
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	446
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.......		9	4,592
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

HANCOCK WHITNEY BANK Telephone no. bullet

(504) 586-7421

Located at bullet

701 POYDRAS ST STE 3200NEW ORLEANSLA ZIP+4 bullet

70139

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

16 At any time during calendar year 2020, 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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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-)
UNIVERSITY OF HOLY CROSS	CO-TRUSTEE 1	0
4123 WOODLAND DR NEW ORLEANS,LA70131	CO-TRUSTEE 1	0
HANCOCK WHITNEY BANK	TRUSTEE 1	16,216
701 POYDRAS ST STE 3200 NEW ORLEANS,LA70130	TRUSTEE 1	16,216

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...................				0

Form 990-PF (2020)

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............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

2,855,691

Average of monthly cash balances.......................

155,012

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,010,703

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,010,703

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

45,161

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

2,965,542

Minimum investment return. Enter 5% of line 5..................

148,277

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

148,277

Tax on investment income for 2020 from Part VI, line 5......

5,038

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

5,038

Distributable amount before adjustments. Subtract line 2c from line 1............

143,239

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

143,239

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

143,239

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

131,187

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

131,187

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

131,187

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					143,239
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				126,433
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	0
e From 2019......	0
fTotal of lines 3a through e........		0
4Qualifying distributions for 2020 from Part
XII, line 4: $ 131,187
a Applied to 2019, but not more than line 2a				126,433
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 2020 distributable amount.....					4,754
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		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......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					138,485
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 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	0
d Excess from 2019....	0
e Excess from 2020....	0

Form 990-PF (2020)

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
UNIVERSITY OF HOLY CROSS DIR OF FINANCIAL MGMT CFO NEW ORLEANS,LA70131	N/A	PC	GENERAL SUPPORT GRANT	126,433
Total ................................. 3a				126,433

bApproved for future payment

Total ................................. 3b

Form 990-PF (2020)

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	(e) Related or exempt function income (See instructions.)
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 ...........
4 Dividends and interest from securities....			14	46,057
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	329,187
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)..				375,244

13Total. Add line 12, columns (b), (d), and (e)..................

375,244

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Stock	End of Year Book Value	End of Year Fair Market Value
COMMON STOCK	276,692	474,568
FOREIGN STOCK	4,301	4,507

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MORTGAGE SECURITIES
EQUITY ETF	AT COST	487,428	759,371
FIXED INCOME ETF
MUTUAL FUND FIXED INCOME	AT COST	1,178,809	1,163,802
MUTUAL FUNDS EQUITY	AT COST	500,089	669,352
RIGHTS AND WARRANTS

Category	Amount	Net Investment Income
FEDERAL ESTIMATES - PRINCIPAL	50	0
FOREIGN TAXES ON QUALIFIED FOR	594	594
FOREIGN TAXES ON NONQUALIFIED	11	11