Form990-PF
Click to see attachment

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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
J Edgar Monroe Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)111 Veterans Boulevard 407
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Metairie, LA70005
A Employer identification number

72-0784059
B Telephone number (see instructions)

(504) 529-3539
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$13,873,024J 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) 120,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 79,892 79,892 79,892
4 Dividends and interest from securities... 231,764 231,764 231,764
5a Gross rents............ 35,075 35,075 35,075
b Net rental income or (loss) 22,853
6a Net gain or (loss) from sale of assets not on line 10 201,707
b Gross sales price for all assets on line 6a 810,119
7 Capital gain net income (from Part IV, line 2)... 201,707
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -8 -8  
12 Total. Add lines 1 through 11........ 668,430 548,430 346,731
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 71,100 7,200   63,900
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,650 4,650    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,198 4,198    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 22,750 4,550   18,200
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 37,230 17,223   20,007
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,928 37,821   102,107
25 Contributions, gifts, grants paid....... 668,634 668,634
26 Total expenses and disbursements. Add lines 24 and 25 808,562 37,821   770,741
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -140,132
b Net investment income (if negative, enter -0-) 510,609
c Adjusted net income (if negative, enter -0-)... 346,731
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 122,538 334,755 334,755
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,360,144 Click to see attachment766,053 780,265
b Investments—corporate stock (attach schedule)....... 5,481,784 Click to see attachment5,762,346 8,475,931
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet261,341
Less: accumulated depreciation (attach schedule) bullet   261,865 Click to see attachment261,341 4,278,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment42,361 Click to see attachment4,073 Click to see attachment4,073
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,268,692 7,128,568 13,873,024
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment53 Click to see attachment61
23 Total liabilities (add lines 17 through 22)......... 53 61
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 7,268,639 7,128,507
29 Total net assets or fund balances (see instructions)..... 7,268,639 7,128,507
30 Total liabilities and net assets/fund balances (see instructions). 7,268,692 7,128,568
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,268,639
2
Enter amount from Part I, line 27a .....................
2
-140,132
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,128,507
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 29 .
6
7,128,507
Form 990-PF (2020)
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 21.65833 % 83.541 Acres Dove Park Road P 2018-01-01 2020-12-31
b Wells Fargo P 2019-01-01 2020-07-27
c 100M Caroline Cnty MD 6% Due 1/15/26 P 2010-01-21 2020-01-15
d 100M Cassoplis MI 6.5% Due 5/1/30 P 2010-06-11 2020-10-15
e 100M Charlotte MI 6.9% Due 5/1/35 P 2010-12-30 2020-05-01
100M Defiance Cnty OH 5.25% Due 12/1/20 P 2010-03-02 2020-12-01
100M Evansville IN 7.210% Due 2/1/39 P 2010-05-18 2020-08-03
0.608 Shs First Horizon National P 2009-01-01 2020-07-09
75M New York NY Subser C1 G/O 5.817% Due 10/ P 2011-06-29 2020-10-09
5M Sonoma Cnty CA 6% Due 12/1/29 P 2010-09-08 2020-12-01
(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 217,016   140 216,876
b 13,098   14,177 -1,079
c 100,000   102,250 -2,250
d 100,000   102,500 -2,500
e 100,000   101,704 -1,704
100,000   102,054 -2,054
100,000   102,596 -2,596
5   4 1
75,000   77,873 -2,873
5,000   5,114 -114
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       216,876
b       -1,079
c       -2,250
d       -2,500
e       -1,704
      -2,054
      -2,596
      1
      -2,873
      -114
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 2 201,707
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,097
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  
3 Add lines 1 and 2........................... 3 7,097
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,097
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,095
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,695
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 403
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletWilliam F Finegan Telephone no.bullet (504) 529-3539

    Located atbullet111 Veterans Boulevard Suite 407MetairieLA ZIP+4bullet70005
    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 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
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 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.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Blair Monroe Sec/Treasurer
    0.00     		16,400    
    111 Veterans Boulevard Ste 407
    Metairie,LA70005
    William F Finegan President
    0.00     		37,800    
    111 Veterans Boulevard Ste 407
    Metairie,LA70005
    P Kevin Colomb Vice President
    0.00     		16,900    
    111 Veterans Boulevard Ste 407
    Metairie,LA70005
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    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)
    Form 990-PF (2020)
    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
    9,296,462
    b
    Average of monthly cash balances.......................
    1b
    250,464
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,284,151
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,831,077
    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
    13,831,077
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    207,466
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,623,611
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    681,181
    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.)
    1
    Minimum investment return from Part X, line 6....................
    1
    681,181
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,097
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,097
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    674,084
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    674,084
    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
    674,084
    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
    770,741
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    770,741
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    770,741
    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)
    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 7 674,084
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,879
    b From 2016...... 217,709
    c From 2017...... 105,481
    d From 2018...... 137,930
    e From 2019...... 117,014
    fTotal of lines 3a through e........ 580,013
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 770,741
    a Applied to 2019, but not more than line 2a  
    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 2020 distributable amount..... 674,084
    e Remaining amount distributed out of corpus 96,657
    5 Excess distributions carryover applied to 2020.    
    (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 5 676,670
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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 ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,879
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		674,791
    10 Analysis of line 9:
    a Excess from 2016.... 217,709
    b Excess from 2017.... 105,481
    c Excess from 2018.... 137,930
    d Excess from 2019.... 117,014
    e Excess from 2020.... 96,657
    Form 990-PF (2020)
    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 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    J Edgar Monroe Foundation
    111 Veterans Boulevard Suite 407
    Metairie,LA70005
    (504) 529-3539
    bThe form in which applications should be submitted and information and materials they should include:
    Non-Specified
    cAny submission deadlines:
    Non-Specified
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Civic, Educational and Religous in Southeast Louisiana
    Form 990-PF (2020)
    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)
    aPaid during the year
    Fore Kids Foundation
    11005 Lapalco Boulevard
    Avondale,LA70094     		None PC General Charitable Purpose 26,000
    Louisiana Civil Service League
    810 Union Street
    New Orleans,LA70112     		None PC General Charitable Purpose 2,000
    Loyola University
    6363 St Charles Avenue
    New Orleans,LA70118     		None PC General Charitable Purpose 200,000
    New Orleans Museum of Art
    1 Collin diboll Circle
    New Orleans,LA70119     		None PC General Charitable Purpose 5,000
    New Orleans Opera Association
    1010 Common St Ste 1820
    New Orleans,LA70118     		None PC General Charitable Purpose 2,284
    Volunteers of America
    4152 Canal Street
    New Orleans,LA70119     		None PC General Charitable Purpose 38,000
    Stuart Hall School for Boys
    2032 S Carrollton Ave
    New Orleans,LA70118     		None PC General Charitable Purpose 10,000
    Youth Services Bureau
    430 N New Hampshire
    Covington,LA70433     		None PC General Charitable Purpose 5,000
    Jefferson Performing Arts Society
    1118 Clearview Parkway
    Metairie,LA70001     		None PC General Charitable Purpose 17,500
    National World War II Museum
    945 Magazine Street
    New Orleans,LA70130     		None PC General Charitable Purpose 10,000
    Magnolia Community Services
    100 Central Avenue
    Jefferson,LA70121     		None PC General Charitable Purpose 5,000
    Boys Hope Girls Hope
    P O Box 19307
    New Orleans,LA70179     		None PC General Charitable Purpose 17,500
    Louisiana Philharmonic Orchestra
    225 Baronne St Ste 910
    New Orleans,LA70112     		None PC General Charitable Purpose 2,500
    Covenant House
    611 North Rampart Street
    New Orleans,LA70112     		None PC General Charitable Purpose 20,000
    Lighthouse for the Blind
    123 State Street
    New Orleans,LA70118     		None PC General Charitable Purpose 10,000
    YMCA
    1050 S Jefferson Davis Pkwy
    New Orleans,LA70125     		None PC General Charitable Purpose 5,000
    St Francis Xavier Church
    444 Metairie Road
    Metairie,LA70005     		None PC General Charitable Purpose 20,000
    St Michael Special School
    1522 Chippewa Street
    New Orleans,LA70130     		None PC General Charitable Purpose 15,500
    New Orleans Center for Creative Art
    2800 Chartres Street
    New Orleans,LA70117     		None PC General Charitable Purpose 1,500
    Metropolitan Crime Commission
    1615 Poydras St Ste 1060
    New Orleans,LA70112     		None PC General Charitable Purpose 1,000
    New Orleans Ballet Association
    935 Gravier St
    New Orleans,LA70112     		None PC General Charitable Purpose 1,000
    Project Christmas St Tammany
    PO Box 4043
    Slidell,LA70459     		None PC General Charitable Purpose 2,500
    Christian Brothers Foundation
    8 Friederichs Avenue
    New Orleans,LA70124     		None PC General Charitable Purpose 2,500
    Junior League
    529 N Columbia St
    Covington,LA70433     		None PC General Charitable Purpose 3,500
    Ozanam Inn
    843 Camp Street
    New Orleans,LA70130     		None PC General Charitable Purpose 12,000
    Harry Tompson Center
    1803 Gravier Street
    New Orleans,LA70112     		None PC General Charitable Purpose 2,500
    Pro Bono Project
    615 Baronne Street
    New Orleans,LA70113     		None PC General Charitable Purpose 10,000
    The Good Shepherd School
    353 Baronne Street
    New Orleans,LA70112     		None PC General Charitable Purpose 4,000
    Jesuit High School
    4133 Banks Street
    New Orleans,LA70119     		None PC General Charitable Purpose 25,000
    National MS Society
    2200 Woodcrest Pl Ste 230
    Birmingham,AL35209     		None PC General Charitable Purpose 1,000
    Southern Dominican Province
    1421 North Casueway Blvd
    Metairie,LA70001     		None PC General Charitable Purpose 15,000
    New Heights Therapy Center
    82302 Holliday Road
    Folsom,LA70437     		None PC General Charitable Purpose 5,000
    Lympho Maniac Cancer Fund
    126 Brockenbraugh Court
    Metairie,LA70005     		None PC General Charitable Purpose 2,600
    WYES New Orleans
    916 Navarre Avenue
    New Orleans,LA70124     		None PC General Charitable Purpose 2,500
    St Dominic
    775 Harrison Avenue
    New Orleans,LA70124     		None PC General Charitable Purpose 9,000
    Cancer Crusaders
    Post Office Box 7911
    Metairie,LA70010     		None PC General Charitable Purpose 1,500
    Captain Porkenheimer
    820 Turquoise Street
    New Orleans,LA70124     		None PC General Charitable Purpose 1,000
    St Mark's Cathedral School
    2785 Fairfield Avenue
    Shreveport,LA71115     		None PC General Charitable Purpose 1,250
    University of Holy Cross
    4123 Woodland Drive
    New Orleans,LA70131     		None PC General Charitable Purpose 10,000
    Academy of Sacred Heart
    4521 St Charles Avenue
    New Orleans,LA70115     		None PC General Charitable Purpose 10,000
    Al Copeland Foundation
    2601 Severn Ave 17th Floor
    Metairie,LA70002     		None PC General Charitable Purpose 1,000
    American Cancer Society
    Post Office Box 22478
    Oklahoma City,OK73123     		None PC General Charitable Purpose 1,000
    Archdiocese of New Orleans
    7887 Walmsley Avenue
    New Orleans,LA70125     		None PC General Charitable Purpose 10,000
    Bridge House Grace House
    4150 Earhart Boulevard
    New Orleans,LA70125     		None PC General Charitable Purpose 10,000
    Children's Hospital New Orleans
    200 Henry Clay Avenue
    New Orleans,LA70118     		None PC General Charitable Purpose 5,000
    Daughters of St Paul
    4403 Veterans Memorial Boulevard
    Metairie,LA70006     		None PC General Charitable Purpose 1,000
    Foundation for Science and Mathemat
    2011 Bienville Street
    New Orleans,LA70112     		None PC General Charitable Purpose 5,000
    First Tee Greater New Orleans
    1050 S Norman C Francis Pkwy 237
    New Orleans,LA70125     		None PC General Charitable Purpose 3,000
    Friends of City Park
    1 Palm Drive
    New Orleans,LA70124     		None PC General Charitable Purpose 1,500
    HeartGift Foundation
    3310 W Braker Ln Bldg II Ste 300
    Austin,TX78757     		None PC General Charitable Purpose 1,000
    Holy Angels Residential Facility
    10450 Ellerbe Road
    Shreveport,LA71106     		None PC General Charitable Purpose 2,000
    Ignatian Volunteer Corporation
    740 North Calvert St 500
    Baltimore,MD21202     		None PC General Charitable Purpose 5,000
    Jazz on the Bayou
    1 Palm Drive
    New Orleans,LA70124     		None PC General Charitable Purpose 5,000
    Jesuits USA Central Southern Provin
    4511 West Pine Boulevard
    St Louis,MO63108     		None PC General Charitable Purpose 10,000
    Louisiana Children's Museum
    15 Henry Thomas Drive
    New Orleans,LA70124     		None PC General Charitable Purpose 10,000
    Louisiana Right to Life
    200 Robert E Lee Boulevard
    New Orleans,LA70124     		None PC General Charitable Purpose 1,500
    Notre Dame Health System
    1000 Howard Ave 10th Flr
    New Orleans,LA70113     		None PC General Charitable Purpose 10,000
    Notre Dame Seminary
    2901 South Carrollton Ave
    New Orleans,LA70118     		None PC General Charitable Purpose 5,000
    Second Harvest Food Bank
    700 Edwards Avenue
    New Orleans,LA70123     		None PC General Charitable Purpose 30,000
    Shreveport Metropolitan Ballet
    1520 North Hearne 118
    Shreveport,LA71107     		None PC General Charitable Purpose 3,000
    Saint Joseph Abbey and Seminary Col
    75376 River Road
    St Benedict,LA70457     		None PC General Charitable Purposes 10,000
    St Thomas Moore Catholic School
    11400 Sherbrook Drive
    Baton Rouge,LA70815     		None PC General Charitable Purpose 2,000
    St Vincents Guild
    1000 Howard Ave Ste 200
    New Orleans,LA70113     		None PC General Charitable Purpose 1,000
    Total .................................bullet 3a 668,634
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    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
    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 79,892  
    4 Dividends and interest from securities....     14 231,764  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 22,853  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 201,707  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSt Tammany 357 20-4917399     		    14 -8  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   536,208  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    536,208
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    J Edgar Monroe Foundation
     
    Employer identification number

    72-0784059
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number
    72-0784059
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Estate of J Edgar Monroe
    3939 N Causeway Blvd Ste 200
     
    Metairie, LA70002

    		$ 120,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number

    72-0784059
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    J Edgar Monroe Foundation
          		Employer identification number

    72-0784059
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 4,650 4,650 0 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SPDR S&P 500 Trust Et Spy 126,959 373,880
    SPDR Dow Jones Indl 41,320 152,895
    Invesco QQQ 14,201 156,870
    Raytheon Technologies, Corp. 17,447 35,755
    Hancock Holding Co 32,164 34,020
    AT&T Inc. 37,260 28,760
    Freeport -McMoran Copper & Gold 15,151 10,408
    Verizon Communications 44,073 58,750
    AFLAC, Inc. 53,834 88,940
    Dow Dupont Inc 137,170 151,724
    Fedex Corporation 102,632 259,620
    Clorox Company 82,815 201,920
    McDonalds Corp 93,182 214,580
    Norfolk Southern Corp 74,148 237,610
    Boeing Co 117,534 214,060
    General Mills 48,547 58,800
    Genl Dynamics Corp Com 89,436 148,820
    International Business Machine Corp 186,738 125,880
    Kohls Corp 52,184 40,690
    Kraft Foods Group 52,679 34,660
    Lockheed Martin Corp 138,541 354,980
    Pepsico 79,537 148,300
    Pimco Dynamic 50,000 42,400
    Under Armour Inc 21,550 25,714
    Altria Group Inc 35,981 41,000
    Chevron Corp 244,928 168,900
    Exxon Mobil 175,277 82,440
    Home Depot Inc 39,123 132,810
    Johnson & Johnson 94,505 157,380
    Kellogg Company 30,618 31,115
    Kimberly Clark Corp 92,899 134,830
    Lowes Companies Inc. 48,146 160,510
    Microchip Technology Inc 40,705 138,110
    Pfizer Inc 94,882 110,430
    Proctor & Gamble Company 82,420 139,140
    Southern Company 42,611 61,430
    Abbvie Inc. 47,409 107,150
    Automated Data Processing 65,345 176,200
    Bank Montreal Quebec 69,228 76,030
    Baxter International Inc. 40,581 80,240
    CDK Global Holdings 9,445 17,259
    Chubb Corp 66,723 92,506
    Cisco Systems 47,075 89,500
    Conns Inc. 41,578 11,690
    Conoco Phillips 71,953 39,990
    Entergy Corp 71,254 99,840
    Avanos 4,024 5,735
    Intel Corp 26,946 49,820
    JP Morgan Chase & Co 61,206 127,070
    Leggett & Platt Inc 32,643 44,300
    Microsoft Corp 149,589 444,840
    PPL Corporation 61,640 56,400
    Triumph Group 66,428 12,560
    Union Pacific Corp 253,984 416,440
    Chemours 38,044 24,790
    Exxon Mobil 177,533 82,440
    Wells Fargo 52,527 30,180
    Amgen, Inc 126,931 183,936
    Pfizer, Inc. 28,140 36,810
    Coca Cola Company 47,138 54,840
    Dominion Energy 72,272 75,200
    Emerson Electric Company 76,211 80,370
    Garrett Motion Inc 1,682 443
    HoneyWell International 149,921 212,700
    Mainstay FDS TR Cushing MLP Premier 250,002 111,493
    Resideo Technologies 4,489 3,529
    BP PLC 44,708 20,520
    Carrier Global Corp 5,910 18,860
    Corteva 16,348 29,427
    Eaton 76,078 120,140
    First Horizon Corp 60,458 111,829
    Kinder Morgan 29,487 27,340
    Nike 83,990 141,470
    Nucor 58,281 53,190
    Otis Worldwide Corp 8,266 16,888
    PNC Financial Services 111,820 149,000
    Southern Company 54,307 61,430
    Southwest Airlines 58,494 46,610
    Texas Instruments 105,203 164,130
    Viatris 5,201 6,971
    WP Carey Inc 66,590 70,580
    Reaves Utility 32,524 32,790
    Viatris 1,543 2,324

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    766,053
    State & Local Government Securities - End of Year Fair Market Value:


    780,265


    TY 2020 InvestmentsLandSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 261,341   261,341 4,278,000

    TY 2020 OtherAssetsSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Prepaid Income Taxes 8,229 4,073 4,073


    TY 2020 OtherExpensesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues 27 5   22
    Insurance 15,929 3,186   12,743
    Office Expense 4,266 853   3,413
    Postage 55 11   44
    Rental Expenses 12,222 12,222    
    Telephone 4,731 946   3,785


    TY 2020 OtherIncomeSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    St Tammany 357 20-4917399 -8 -8  


    TY 2020 TaxesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 4,156 4,156    
    Payroll Tax 42 42