TY 2020 Form 990PF

(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.)
1 a	LPL FINANCIAL	P	2020-12-31
b	LPL FINANCIAL	P	2020-12-31
c	LPL FINANCIAL	P	2020-12-31
d	LPL FINANCIAL	P	2020-12-31
e	LPL FINANCIAL	P	2020-12-31
	LPL FINANCIAL	P	2020-12-31
	RAYMOND JAMES & ASSOCIATES	P	2020-12-31
	RAYMOND JAMES & ASSOCIATES	P	2020-12-31
	RAYMOND JAMES & ASSOCIATES	P	2020-12-31

(e) Gross sales price	(f) Depreciation allowed (or allowable)	(h) Gain or (loss) (e) plus (f) minus (g)
a	12,804	15,735	-2,931
b	443,404	237,565	205,839
c	175,163	77,691	97,472
d	16,379	20,343	-3,964
e	128,710	116,048	12,662
	473,923	228,178	245,745
	1,429	1,606	-177
	684,028	347,475	336,553
	50,332	19,273	31,059

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	922,258
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

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	12,657
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	12,657
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	12,657
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	3,700
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	0

7	Total credits and payments. Add lines 6a through 6d..............	7	3,700
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.	8	18
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......	9	8,975
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 tax	Refunded	11

(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
KENNETH O PRIVAT	TRUSTEE 16.00	108,000	0	0
P O BOX 449 CROWLEY,LA70527

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
ACADEMY OF THE SACRED HEART PO BOX 310 GRAND COTEAU,LA70541	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	11,300
ACADEMY OF THE SACRED HEART-NEW ORLEANS 4521 ST CHARLES NEW ORLEANS,LA70115	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	1,000
ACADIA OPPORTUNITY FOUNDATION PO BOX 2125 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	100
ACADIA PARISH LIVESTOCK FUND 157 CHEROKEE ROAD CROWLEY,LA70526	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	3,120
AMERICAN UNIVERSITY OF THE CARIBBEAN SCHOOL OF MEDICINE 880 SW 145TH AVE SUITE 202 PEMBROKE PINES,FL33027	NONE	COLLEGE	BENEFIT OF COLLEGE ACTIVITIES	1,000
AMIKIDS INC 5915 BENJAMIN CENTER DR TAMPA,FL33634	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,250
NORTH CENTRAL TEXAS COLLEGE 1525 WEST CALIFORNIA ST GAINSVILLE,TX76240	NONE	COLLEGE	BENEFIT OF COLLEGE ACTIVITIES	500
ASSOC HAITIENNE DE DEVELOPMENT HUMAINE INC PO BOX 2883 LAPLACE,LA70069	NONE	OTHER PUBLIC CHARITY	BENEFIT OF CHARITY ACTIVITIES	1,000
BLUE RIDGE FREE DENTAL CLINIC PO BOX 451 CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	900
CHURCH POINT KNIGHTS OF COLUMBUS 457 W KELLER CHURCH POINT,LA70525	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	100
BOYS AND GIRLS CLUB OF THE PLATEAU PO BOX 1812 CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	6,000
BREVARD MUSIC SOCIETY PO BOX 312 BREVARD,NC28712	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	10,000
CASHIERS HISTORICAL SOCIETY PO BOX 104 CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	500
CASHIERS AREA CHAMBER PO BOX 238 CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	100
CHURCH POINT COMMUNITY DEVELOPMENT CORP PO BOX 391 CHURCH POINT,LA70525	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	700
CHRISTIAN COMMUNITY OUTREACH PO BOX 1435 BROUSSARD,LA70518	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
CATHOLIC HIGH SCHOOL FOUNDATION 6300 FATHER TRIBOU DR LITTLE ROCK,AR72205	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	2,500
CITY OF CROWLEY 525 N PARKERSON CROWLEY,LA70526	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATIONAL ACTIVITIES	1,000
HILL COUNTRY CHARITY BALL PO BOX 291933 KERRVILLE,TX78029	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATIONAL ACTIVITIES	300
THE CHURCH OF THE GOOD SHEPHERD PO BOX 32 CASHIERS,NC28717	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	2,000
CROWLEY CHRISTIAN CARE 726 W 7TH CROWLEY,LA70526	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,500
DIOCESAN SUPPORT APPEAL 1123 S CHURCH ST CHARLOTTE,NC28203	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	500
DWAYNES DREAM TEAM 2319 CHARLENE HWY EUNICE,LA70535	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	200
COMMUNITY CARE CLINIC OF HIGHLANDS-CASHIERS PO BOX 43 HIGHLANDS,NC28741	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	500
COMMUNITY FOUNDATION OF ACADIANA 1035 CAMELIA BLVD ST 100 LAFAYETTE,LA70508	NONE	OTHER PUBLIC CHARITY	BENEFIT OF CHARITY ACTIVITIES	21,000
COMMUNITY OUTREACH CORPORATION PO BOX 14 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	801
CROWLEY ART ASSOCIATION PO BOX 2003 CROWLEY,LA70527	NONE	OTHER PUBLIC CHARITY	BENEFIT OF CHARITY ACTIVITIES	370
CROWLEY HIGH SCHOOL 263 HENSGENS RD CROWLEY,LA70526	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	100
EBENEZER BAPTIST CHURCH 211 EBENEZER CHURCH ROAD JONESBORO,LA71251	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	250
CROWLEY LIONS CLUB PO BOX 982 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	100
EMPOWERING THE COMMUNITY FOR EXCELLENCE PO BOX 1812 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	2,500
CROWLEY ROTARY CLUB PO BOX 307 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	6,225
DIOCESE OF LAFAYETTE PO BOX 3387 LAFAYETTE,LA70503	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	5,000
EVANGELICAL ANGLICAN CHURCH OF AMERICA PO BOX 30024 ALBURQUERQUE,NM87190	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,000
DUCKS UNLIMITED PO BOX 1172 CROWLEY,LA70527	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	850
EPISCOPAL SCHOOL OF ACADIANA PO BOX 380 CADE,LA70519	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	10,000
FISHES & LOAVES FOOD PANTRY PO BOX 11234 CHARLOTTE,NC28275	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	500
HIGHLANDS CASHIERS HEALTH FOUNDATION 348 S 5TH ST STE 228 HIGHLANDS,NC28741	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
FIRST CHURCH OF GOD IN CHRIST 305 W 9TH ST CROWLEY,LA70526	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	4,500
FIRST UNITED METHODIST CHURCH PO BOX 1064 CROWLEY,LA70527	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	150
FRANCISCAN MISSIONARY SISTERS OF AFRICA 172 FOSTER ST BRIGHTON,MA02135	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
FRIENDS ALBERT CARLTON CASHIERS LIBRARY PO BOX 2628 CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	500
HOME OF GRACE PO BOX 5009 VANCLEAVE,MS39565	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	250
HOSPICE OF ACADIANA 2600 JOHNSTON ST LAFAYETTE,LA70503	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	6,000
GREETINGS FROM LEVY PARK 11 N PARKERSON AVE CROWLEY,LA70526	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,500
GUEYDAN MUSEUM PO BOX 331 GUEYDAN,LA70542	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,250
JOHNSON HANKS CEMETERY ASSOCIATION 643 BLUE GILL ROAD MORSE,LA70559	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	250
HIGHLANDS-CASHIERS LAND TRUST PO BOX 1703 HIGHLANDS,NC28741	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	2,500
LITURGICAL COMPOSERS FORUM 7519 LANDSDOWNE AVE ST LOUIS,MO63119	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
NATIONAL ASSOCIATION OF UNIVERSITY WOMEN 305 W 9TH ST CROWLEY,LA70526	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	600
HOLY TEMPLE CHURCH OF DELIVERANCE 824 W 14TH ST CROWLEY,LA70526	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	500
HOSPICE HOUSE FOUNDATION OF WNC INC PO BOX 815 FRANKLIN,NC28744	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	20,000
IMMACULATE HEART OF MARY CHURCH 901 E ELM CROWLEY,LA70526	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,800
INGLESIDE UNITED METHODIST CHURCH 4264 CAPITAL HEIGHTS AVE BATON ROUGE,LA70806	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	500
IMMACULATE HEART CATHOLIC CHURCH 5692 CENTRAL AVENUE INDIANAPOLIS,IN46220	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,000
JEFF DAVIS COMMUNITIES AGAINST ABUSE PO BOX 826 JENNINGS,LA70546	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	250
KNIGHTS OF COLUMBUS 5499 PO BOX 496 CROWLEY,LA70527	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	150
KNIGHTS OF COLUMBUS 2504 739 S MAIN CHURCH POINT,LA70525	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	200
KNIGHTS OF COLUMBUS 16442 3011 HIGHWAY 64 EAST SAPPHIRE,NC38744	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	500
LAFAYETTE PARISH BAR FOUNDATION 2607 JOHNSTON ST LAFAYETTE,LA70503	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	600
LOUISIANA STATE UNIVERSITY AT EUNICE PO BOX 1129 EUNICE,LA70535	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	4,500
LOUISIANA STATE UNIVERSITY 125 THOMAS BOYD HALL BATON ROUGE,LA70803	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	2,000
MCNEESE STATE UNIVERSITY 4205 RYAN STREET LAKE CHARLES,LA70601	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	2,500
LOUISIANA STATE UNIVERSITY FOUNDATION 3838 W LAKESHORE DR BATON ROUGE,LA70808	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	2,500
MARIST SCHOOL 3790 ASHFORD DUNWOOD RD NE ATLANTA,GA30319	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	1,000
MORSE RECREATIONAL FESTIVAL PO BOX 750 MORSE,LA70559	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	5,000
NORTHSIDE ASSEMBLY OF GOD 809 E NORTHERN AVE CROWLEY,LA70526	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	3,700
NORTHSIDE CHRISTIAN SCHOOL 809 E NORTHERN AVE CROWLEY,LA70526	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	100
NORTHWESTERN STATE UNIVERSITY PO BOX 2419 NATCHITOCHES,LA71457	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	2,000
NOTRE DAME HIGH SCHOOL 910 N EASTERN AVE CROWLEY,LA70526	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	29,850
OLSH CATHOLIC CHURCH PO BOX 403 CHURCH POINT,LA70525	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,500
NEW HOPE BAPTIST CHURCH 5856 GREENWELL SPRINGS RD BATON ROUGE,LA70806	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	250
OUR MOTHER OF MERCY CATHOLIC CHURCH 600 WEST JEFF DAVIS AVENUE RAYNE,LA70578	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	250
OUR LADY QUEEN OF ANGELS 2125 S UNION ST OPELOUSAS,LA70525	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	2,250
OUR MOTHER OF PEACE CATHOLIC SCHOOL 218 N ROGERS CHURCH POINT,LA70525	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	5,250
PISGAH LEGAL SERVICES PO BOX 2276 ASHVILLE,NC28802	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	5,000
SARATOGA ARTS 320 BROADWAY SARATOGA SPRINGS,NY12866	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,500
SISTERS OF THE HOLY FAMILY 6901 CHEF MENTEUR HWY NEW ORLEANS,LA70126	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
SISTERS OF THE MOST HOLY SACRAMENT PO BOX 90037 LAFAYETTE,LA70509	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	1,250
SOUTH CROWLEY ELEMENTARY SCHOOL 1102 S PARKERSON AVE CROWLEY,LA70526	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	3,000
RAYNE CATHOLIC SCHOOL 407 S POLK RAYNE,LA70578	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	5,000
SOUTH LOUISIANA COMMUNITY COLLEGE 1101 BERTRAND DR LAFAYETTE,LA70506	NONE	COLLEGE	BENEFIT OF COLLEGE ACTIVITIES	250
SOUTHEASTERN STATE UNIVERSITY 500 W UNIVERSITY AVENUE HAMMOND,LA70402	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	1,000
SISTERS OF MOUNT CARMEL PO BOX 1160 LACOMBE,LA70445	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
SOUTHWESTERN COMMUNITY COLLEGE 447 COLLEGE DRIVE SYLVIA,NC28779	NONE	COLLEGE	BENEFIT OF COLLEGE ACTIVITIES	20,000
SPECIAL ANGELS OF THE WOODLANDS 1330 HAVELOCK SPRING,TX77386	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
ST JOHN THE BAPTIST CATHOLIC CHURCH PO BOX 297 MORSE,LA70559	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	250
ST JOHN THE EVANGELIST CHURCH PO BOX 340 MERMENTAU,LA70556	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,200
ST JUDE CATHOLIC CHURCH 3011 HIGHWAY 64 EAST SAPPHIRE,NC28774	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	4,050
ST MICHAEL SCHOOL 805 E NORTHERN CROWLEY,LA70526	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	22,500
ST THERESA CATHOLIC CHURCH 417 W 3RD STREET CROWLEY,LA70526	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	1,800
SUMMIT CHARTER SCHOOL FOUNDATION 370 MITTEN LA CASHIERS,NC28717	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	3,000
ST BENEDICT ABBEY PO BOX 67 STILL RIVER,MA01467	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	2,000
ST JOSEPH ABBEY 75376 RIVER ROAD ST BENEDICT,LA70457	NONE	CATHOLIC ORGANIZATIO	BENEFIT OF ORGANIZATION ACTIVITIES	250
THE NEWMAN IDEA 7100 ST CHARLES AVE STE 109 NEW ORLEANS,LA70118	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	2,750
ST JOSEPH'S INDIAN SCHOOL PO BOX 326 CHAMBERLAIN,SD57326	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	100
ST LABRE INDIAN SCHOOL MISSION ROAD ASHLAND,MT59003	NONE	SCHOOL	BENEFIT OF SCHOOL ACTIVITIES	250
TULANE UNIVERSITY OF LOUISIANA 6823 ST CHARLES AVENUE NEW ORLEANS,LA70118	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	1,500
ST LEO CATHOLIC CHURCH 7166 ROBERTS COVE ROAD RAYNE,LA70578	NONE	CHURCH	BENEFIT OF CHURCH ACTIVITIES	100
UL LAFAYETTE FOUNDATION 705 E ST MARY BLVD LAFAYETTE,LA70503	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	5,000
UL MONROE 700 UNIVERSITY AVE MONROE,LA71209	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	1,000
THE OHIO STATE UNIVERSITY 281 W LANE AVENUE COLUMBUS,OH43210	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	5,000
UNIVERSITY OF LOUISIANA AT LAFAYETTE PO BOX 44444 LAFAYETTE,LA70504	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	26,850
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 450 RIDGE ROAD CHAPEL HILL,NC27599	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	500
WESTERN CAROLINA UNIVERSITY 118 KILLIAN ANNEX CULLOWHEE,NC28723	NONE	UNIVERSITY	BENEFIT OF UNIVERSITY ACTIVITIES	2,000
WESTERN CAROLINA UNIVERSITY FOUNDATION ONE UNIVERSITY DR CULLOWHEE,NC28723	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	5,000
CATHOLIC CHARITIES OF ACADIANA 1408 CARMEL AVENUE LAFAYETTE,LA70501	NONE	OTHER ORGANIZATION	BENEFIT OF ORGANIZATION ACTIVITIES	1,000
Total ................................. 3a				330,516

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,600
2	Check .............
3	Interest on savings and temporary cash investments	51		51
4	Dividends and interest from securities...	92,748		92,748
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		922,258
b	Gross sales price for all assets on line 6a 1,986,172
7	Capital gain net income (from Part IV, line 2)...			922,258
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		33,913	33,913
12	Total. Add lines 1 through 11........	1,050,570		1,048,970
13	Compensation of officers, directors, trustees, etc.	108,000		81,000	0
14	Other employee salaries and wages......	21,000		10,500	0
15	Pension plans, employee benefits.......	8,836		4,418	0
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		6,850	0	0
c	Other professional fees (attach schedule)....
17	Interest...............	18,122		18,122	0
18	Taxes (attach schedule) (see instructions)...		3,746	873	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		24,605	23,491	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	191,159		138,404	0
25	Contributions, gifts, grants paid.......	330,516			330,516
26	Total expenses and disbursements. Add lines 24 and 25	521,675		138,404	330,516
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	528,895
b	Net investment income (if negative, enter -0-)			910,566
c	Adjusted net income (if negative, enter -0-)...

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.............
	2	Savings and temporary cash investments.........	21,884	40,970	40,970
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	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).......
	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)..........	3,363,016	2,323,243	3,426,175
	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)	3,384,900	2,364,213	3,467,145
	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)......	1,628,957	79,375
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	1,628,957	79,375
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	1,755,943	2,284,838
	29	Total net assets or fund balances (see instructions).....	1,755,943	2,284,838
	30	Total liabilities and net assets/fund balances (see instructions).	3,384,900	2,364,213

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

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

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					168,288
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	201,909
b From 2016......	372,364
c From 2017......	496,872
d From 2018......	469,924
e From 2019......	177,490
fTotal of lines 3a through e........		1,718,559
4Qualifying distributions for 2020 from Part
XII, line 4: $ 330,516
a Applied to 2019, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2020 distributable amount.....					168,288
e Remaining amount distributed out of corpus		162,228
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		1,880,787
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2015 not applied on line 5 or line 7 (see instructions) ...		201,909
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		1,678,878
10 Analysis of line 9:
a Excess from 2016....	372,364
b Excess from 2017....	496,872
c Excess from 2018....	469,924
d Excess from 2019....	177,490
e Excess from 2020....	162,228

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			-2,931
b			205,839
c			97,472
d			-3,964
e			12,662
			245,745
			-177
			336,553
			31,059


(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

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

bApproved for future payment

Total ................................. 3b				0

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 ...........			14	51
4 Dividends and interest from securities....			14	92,748
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.....			16	33,913
8 Gain or (loss) from sales of assets other than inventory ............			18	922,258
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..		0		1,048,970	0

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.

Description	Revenue and Expenses per Books	Net Investment Income
SOUTHWEST ACADIA DEVELOPMENT LLC	1,408	1,408
OFFICE SUPPLIES	167	0
ADVISORY FEES	16,463	16,463
BANK FEES	32	0
ADVERTISING	915	0
VICKSBURG INCOME PROPERTIES	5,620	5,620

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
DEREK PROPERTIES LLC	29,485	29,485	29,485
LEGION CITY HALL LLC	4,428	4,428	4,428

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

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.)
8	GAINS ON SECURITY SALES TO FURTHER EXEMPT PURPOSE

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