Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$21,512,158J 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) 5,660,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 47,180 47,180 47,180
4 Dividends and interest from securities... 317,959 317,959 317,959
5a Gross rents............ 142,670 142,670 142,670
b Net rental income or (loss) 114,901
6a Net gain or (loss) from sale of assets not on line 10 365,154
b Gross sales price for all assets on line 6a 553,036
7 Capital gain net income (from Part IV, line 2)... 365,154
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).......      
12 Total. Add lines 1 through 11........ 6,532,963 872,963 507,809
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 74,250 31,800   42,450
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 4,500 4,500    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,076 7,076    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 17,892 3,578   14,314
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 47,523 31,720   15,803
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 151,241 78,674   72,567
25 Contributions, gifts, grants paid....... 825,424 825,424
26 Total expenses and disbursements. Add lines 24 and 25 976,665 78,674   897,991
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,556,298
b Net investment income (if negative, enter -0-) 794,289
c Adjusted net income (if negative, enter -0-)... 507,809
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 334,755 824,801 824,801
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) 766,053 Click to see attachment579,543 614,745
b Investments—corporate stock (attach schedule)....... 5,762,346 Click to see attachment10,975,546 16,296,288
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet264,652
Less: accumulated depreciation (attach schedule) bullet   261,341 Click to see attachment264,652 3,736,000
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 attachment4,073 Click to see attachment40,324 Click to see attachment40,324
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,128,568 12,684,866 21,512,158
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 attachment61 Click to see attachment61
23 Total liabilities (add lines 17 through 22)......... 61 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 7,128,507 12,684,805
29 Total net assets or fund balances (see instructions)..... 7,128,507 12,684,805
30 Total liabilities and net assets/fund balances (see instructions). 7,128,568 12,684,866
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
7,128,507
2
Enter amount from Part I, line 27a .....................
2
5,556,298
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,684,805
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
12,684,805
Form 990-PF (2021)
Form 990-PF (2021)
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 5M Sonoma Cnty CA 6% Due 12/1/29 P 2010-09-08 2021-12-01
b 100M Nassau Cnty NY 7.4% Due 10/1/35 P 2011-01-11 2021-03-19
c 70M Tangipahoa LA Hsp 7.2% Due 2/1/4 P 2012-03-22 2021-10-21
d 34% 270 Acres St, Tammany, LA P 2000-01-01 2021-02-26
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,000   5,114 -114
b 100,000   104,562 -4,562
c 70,000   77,833 -7,833
d 378,036   373 377,663
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -114
b       -4,562
c       -7,833
d       377,663
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 365,154
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 11,041
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 11,041
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,100
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 80
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 21
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 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 Treasurer
    0.00     		15,200    
    111 Veterans Boulevard Ste 407
    Metairie,LA70005
    William F Finegan President
    0.00     		33,650    
    111 Veterans Boulevard Ste 407
    Metairie,LA70005
    P Kevin Colomb Vice President
    0.00     		25,400    
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,681,528
    b
    Average of monthly cash balances.......................
    1b
    601,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,987,587
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,270,705
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    18,270,705
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    274,061
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,996,644
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    899,832
    Part X
    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 IX, line 6..................
    1
    899,832
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,041
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,041
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    888,791
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    888,791
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    888,791
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 888,791
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 217,709
    b From 2017...... 105,481
    c From 2018...... 137,930
    d From 2019...... 117,014
    e From 2020...... 96,657
    f Total of lines 3a through e ........ 674,791
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 897,991
    a Applied to 2020, 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 2021 distributable amount..... 888,791
    e Remaining amount distributed out of corpus 9,200
    5 Excess distributions carryover applied to 2021.    
    (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 5 683,991
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		217,709
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		466,282
    10 Analysis of line 9:
    a Excess from 2017.... 105,481
    b Excess from 2018.... 137,930
    c Excess from 2019.... 117,014
    d Excess from 2020.... 96,657
    e Excess from 2021.... 9,200
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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 10,000
    Louisiana Civil Service League
    810 Union Street
    New Orleans,LA70112     		None PC General Charitable Purpose 5,000
    Loyola University
    6363 St Charles Avenue
    New Orleans,LA70118     		None PC General Charitable Purpose 211,000
    New Orleans Museum of Art
    1 Collin diboll Circle
    New Orleans,LA70119     		None PC General Charitable Purpose 2,500
    New Orleans Opera Association
    1010 Common St Ste 1820
    New Orleans,LA70118     		None PC General Charitable Purpose 1,513
    Volunteers of America
    4152 Canal Street
    New Orleans,LA70119     		None PC General Charitable Purpose 35,000
    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 17,000
    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 20,000
    Boys Hope Girls Hope
    P O Box 19307
    New Orleans,LA70179     		None PC General Charitable Purpose 13,000
    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 10,000
    Lighthouse for the Blind
    123 State Street
    New Orleans,LA70118     		None PC General Charitable Purpose 15,000
    St Francis Xavier Church
    444 Metairie Road
    Metairie,LA70005     		None PC General Charitable Purpose 35,000
    St Michael Special School
    1522 Chippewa Street
    New Orleans,LA70130     		None PC General Charitable Purpose 12,000
    New Orleans Center for Creative Art
    2800 Chartres Street
    New Orleans,LA70117     		None PC General Charitable Purpose 2,500
    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 3,500
    Junior League
    529 N Columbia St
    Covington,LA70433     		None PC General Charitable Purpose 5,000
    Ozanam Inn
    843 Camp Street
    New Orleans,LA70130     		None PC General Charitable Purpose 22,000
    Special Olympics
    1000 E Morris Ave
    Hammond,LA70403     		None Puic General Charitable Purpose 5,000
    Harry Tompson Center
    1803 Gravier Street
    New Orleans,LA70112     		None PC General Charitable Purpose 6,000
    Bayou District Foundation
    320 Julia Street
    New Orleans,LA70130     		None PC General Charitable Purpose 11,000
    Holy Angels Residential Facility
    10450 Ellerbe Road
    Shreveport,LA71106     		None PC General Charitable Purpose 8,000
    Pro Bono Project
    615 Baronne Street
    New Orleans,LA70113     		None PC General Charitable Purpose 12,000
    St Elizabeth's Guild
    Post Office Box 8394
    Metairie,LA70011     		None PC General Charitable Purpose 10,000
    The Good Shepherd School
    353 Baronne Street
    New Orleans,LA70112     		None PC General Charitable Purpose 7,000
    National MS Society
    2200 Woodcrest Pl Ste 230
    Birmingham,AL35209     		None PC General Charitable Purpose 6,000
    Southern Dominican Province
    1421 North Casueway Blvd
    Metairie,LA70001     		None PC General Charitable Purpose 2,000
    St Dominic
    775 Harrison Avenue
    New Orleans,LA70124     		None PC General Charitable Purpose 8,000
    Cancer Crusaders
    Post Office Box 7911
    Metairie,LA70010     		None PC General Charitable Purpose 5,000
    Captain Porkenheimer
    820 Turquoise Street
    New Orleans,LA70124     		None PC General Charitable Purpose 5,000
    Deuce Pigalow Pork Gigolo
    6056 Annunciation Street
    New Orleans,LA70118     		None PC General Charitable Purpose 1,000
    Hotel Hope
    4222 South Broad
    New Orleans,LA70125     		None PC General Charitable Purpose 2,000
    Ladies Leukemia League
    9190 Highway One
    Lockport,LA70374     		None PC General Charitable Purpose 5,000
    St Mark's Cathedral School
    2785 Fairfield Avenue
    Shreveport,LA71115     		None PC General Charitable Purpose 5,000
    St Thomas More Catholic Law Associa
    3 Sanctuary Boulevard 3rd Floor
    Mandeville,LA70471     		None PC General Charitable Purpose 500
    Academy of Sacred Heart
    4521 St Charles Avenue
    New Orleans,LA70115     		None PC General Charitable Purpose 10,000
    Bridge House Grace House
    4150 Earhart Boulevard
    New Orleans,LA70125     		None PC General Charitable Purpose 14,911
    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 4,500
    HeartGift Foundation
    3310 W Braker Ln Bldg II Ste 300
    Austin,TX78757     		None PC General Charitable Purpose 2,500
    Ignatian Volunteer Corporation
    740 North Calvert St 500
    Baltimore,MD21202     		None PC General Charitable Purpose 10,000
    Jesuits USA Central Southern Provin
    4511 West Pine Boulevard
    St Louis,MO63108     		None PC General Charitable Purpose 25,000
    Louisiana Children's Museum
    15 Henry Thomas Drive
    New Orleans,LA70124     		None PC General Charitable Purpose 5,000
    Louisiana Right to Life
    200 Robert E Lee Boulevard
    New Orleans,LA70124     		None PC General Charitable Purpose 5,000
    Notre Dame Seminary
    2901 South Carrollton Ave
    New Orleans,LA70118     		None PC General Charitable Purpose 17,500
    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 5,000
    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 5,000
    New Orleans Mission
    1130 Oretha Castle Haley Blvd
    New Orleans,LA70113     		  PC General Charitable Purpose 5,000
    St Therese Academy
    6421 West Metairie
    Metairie,LA70003     		None PC General Charitable Purpose 20,000
    Lord Teach Me To Pray
    11 Warbler Street
    New Orleans,LA70124     		None PC General Charitable Purpose 7,000
    Our Lady of the Lake Church
    312 Lafitte Street
    Madeville,LA70448     		None PC General Charitable Purpose 2,500
    Tulane Catholic
    1037 Audubon Street
    New Orleans,LA70118     		None PC General Charitable Purpose 5,000
    Catholic Charities Archdiocese of N
    2505 Maine Avenue
    Metairie,LA70003     		None PC General Charitable Purpose 5,000
    Jesuit Dallas Foundation
    12345 Inwood Road
    Dallas,TX75244     		None PC General Charitable Purpose 5,000
    KNOM Radio Mission
    PO Box 190649
    Anchorage,AK99519     		None PC General Charitable Purpose 5,000
    Glenmary Home Missioners
    4119 Glenmary Trace
    Fairfield,OH45014     		None PC General Charitable Purpose 5,000
    Catholic Community Foundation
    3330 N Causeway Blvd 361
    Metairie,LA70002     		None PC General Charitable Purpose 2,500
    Archbishop ChapelleHigh School
    8800 Veterans Memorial Blvd
    Metairie,LA70003     		None PC General Charitable Purpose 10,000
    Holy Savior Menard Central High Sch
    4603 Coliseum Blvd 3518
    Alexandria,LA71303     		None PC General Charitable Purpose 10,000
    Mary's House
    906 Margaret Place
    Shreveport,LA71101     		None PC General Charitable Purpose 5,000
    Holy Cross High School
    5500 Paris Avenue
    New Orleans,LA70122     		None PC General Charitable Purpose 25,000
    Archdiocese of Tororo
    2901 S Carrollton Avenue
    New Orleans,LA70118     		None PC General Charitable Purpose 10,000
    Total .................................bullet 3a 825,424
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 47,180  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 114,901  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 365,154  
    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) ..   845,194  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    845,194
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 5,660,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1

    TY 2021 AccountingFeesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 4,500 4,500 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SPDR S&P 500 Trust Et Spy 126,959 474,960
    SPDR Dow Jones Indl 41,320 181,660
    Invesco QQQ 14,201 198,925
    Raytheon Technologies, Corp. 60,797 86,060
    Hancock Holding Co 82,269 100,040
    AT&T Inc. 67,423 49,200
    Freeport -McMoran Copper & Gold 15,151 16,692
    Verizon Communications 44,073 51,960
    AFLAC, Inc. 53,834 116,780
    Dow Dupont Inc 137,170 161,220
    Fedex Corporation 102,632 258,640
    Clorox Company 82,815 174,360
    McDonalds Corp 93,182 268,070
    Norfolk Southern Corp 74,148 297,710
    Boeing Co 117,534 201,320
    General Mills 48,547 67,380
    Genl Dynamics Corp Com 89,436 208,470
    International Business Machine Corp 178,895 133,660
    Kohls Corp 52,184 49,390
    Kraft Foods Group 52,679 35,900
    Lockheed Martin Corp 138,541 355,410
    Pepsico 79,537 173,710
    Pimco Dynamic    
    Under Armour Inc 21,550 31,474
    Altria Group Inc 35,981 47,390
    Chevron Corp 244,928 234,700
    Exxon Mobil 175,277 122,380
    Home Depot Inc 39,122 207,505
    Johnson & Johnson 94,505 171,070
    Kellogg Company 30,618 32,210
    Kimberly Clark Corp 92,899 142,920
    Lowes Companies Inc. 48,146 258,480
    Microchip Technology Inc 40,705 174,120
    Pfizer Inc 94,882 177,150
    Proctor & Gamble Company 82,420 163,580
    Southern Company 42,611 68,580
    Abbvie Inc. 47,409 135,400
    Automated Data Processing 65,345 246,580
    Bank Montreal Quebec 69,228 107,720
    Baxter International Inc. 40,581 85,840
    CDK Global Holdings 9,445 13,899
    Chubb Corp 66,723 116,179
    Cisco Systems 47,075 126,740
    Conns Inc. 41,578 23,520
    Conoco Phillips 71,953 72,180
    Entergy Corp 177,693 225,300
    Avanos 4,024 4,334
    Intel Corp 26,946 51,500
    JP Morgan Chase & Co 61,206 158,350
    Leggett & Platt Inc 32,643 41,160
    Microsoft Corp 148,589 672,640
    PPL Corporation 61,640 60,120
    Triumph Group 66,428 18,530
    Union Pacific Corp 253,984 503,860
    Chemours 38,044 33,560
    Exxon Mobil 177,533 122,380
    Wells Fargo 98,900 95,960
    Amgen, Inc 126,931 179,976
    Pfizer, Inc. 28,141 59,050
    Coca Cola Company 47,138 59,210
    Dominion Energy 150,651 157,120
    Emerson Electric Company 76,211 92,970
    Garrett Motion Inc 1,682 803
    HoneyWell International 149,921 208,510
    Mainstay FDS TR Cushing MLP Premier 250,002 132,291
    Resideo Technologies 4,489 4,321
    BP PLC 44,708 26,630
    Carrier Global Corp 5,910 27,120
    Corteva 16,348 35,933
    Eaton 76,078 172,820
    First Horizon Corp 60,454 143,116
    Kinder Morgan 29,487 31,720
    Nike 83,990 166,670
    Nucor 58,281 114,150
    Otis Worldwide Corp 8,266 21,768
    PNC Financial Services 111,820 200,520
    Southern Company 54,307 68,580
    Southwest Airlines 119,199 85,680
    Texas Instruments 290,278 376,940
    Viatris 5,201 5,033
    WP Carey Inc 66,590 82,050
    Reaves Utility 67,636 70,240
    Viatris 1,543 1,678
    Kyndryl 7,843 3,620
    Merck 73,628 76,640
    Organon 3,688 3,045
    Pimco Dynamic Income Opportunities Fund 100,000 97,800
    Western Asset Diversified Income Fund 100,003 91,550
    Pimco Dynamic Income Fund 50,000 42,415
    American Electric Power 256,062 266,910
    Apple 253,759 355,140
    Benton Dickinson 246,838 251,480
    Intuitive Surgical 151,136 215,580
    Nextera Energy 152,193 186,720
    Tesla 155,936 211,356
    American Tower REIT 113,165 146,250
    Brystol Meyer 127,658 124,700
    United Parcel Service 187,787 214,340
    United Health Group 381,867 502,140
    Applied Materials 115,741 157,360
    Ford 57,333 103,850
    Broadcom 232,697 332,705
    Disney 277,970 232,335
    Eli Lilly 203,559 276,220
    BorgWarner 145,439 135,210
    Corning 92,332 74,460
    Advanced Micro Devices 75,304 143,900
    Raytheon 171,645 172,120
    Honeywell 219,994 208,510
    Lowes 207,919 258,480
    Cummings 236,248 218,140
    Home Depot 180,201 207,505
    Williams Company 58,401 52,080

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    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:


    579,543
    State & Local Government Securities - End of Year Fair Market Value:


    614,745


    TY 2021 InvestmentsLandSchedule2
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Land 264,652   264,652 3,736,000

    TY 2021 OtherAssetsSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Due from Weyerhauser, Inc.   33,224 33,224
    Prepaid Income Taxes 4,073 7,100 7,100


    TY 2021 OtherExpensesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fee 20 4   16
    Insurance 8,756 1,751   7,005
    Office Expense 7,504 1,501   6,003
    Rental Expenses 27,769 27,769    
    Telephone 3,474 695   2,779


    TY 2021 TaxesSchedule
    Name:
    J Edgar Monroe Foundation
    EIN:
    72-0784059
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 7,076 7,076