Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
EDWARD G SCHLIEDER EDUCATIONAL
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)201 ST CHARLES AVE 2508
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70170
A Employer identification number

72-0408974
B Telephone number (see instructions)

(504) 599-5950
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$94,350,045J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 41 41  
4 Dividends and interest from securities... 678,485 678,485  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,428,387
b Gross sales price for all assets on line 6a 23,132,701
7 Capital gain net income (from Part IV, line 2)... 9,428,387
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........ 10,106,913 10,106,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000 6,000   54,000
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 32,100 21,400   10,700
c Other professional fees (attach schedule).... Click to see attachment 1,248,914 1,248,914   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,886 3,494   14,392
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 52,226 39,170   13,056
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,411,126 1,318,978   92,148
25 Contributions, gifts, grants paid....... 3,246,320 3,246,320
26 Total expenses and disbursements. Add lines 24 and 25 4,657,446 1,318,978   3,338,468
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,449,467
b Net investment income (if negative, enter -0-) 8,787,935
c Adjusted net income (if negative, enter -0-)...  
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............. 266,513 654,280 654,280
2 Savings and temporary cash investments......... 4,823,152 2,351,385 2,351,385
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)      
b Investments—corporate stock (attach schedule)....... 45,266,961 Click to see attachment52,800,428 91,344,380
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,356,626 55,806,093 94,350,045
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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............ 50,356,626 55,806,093
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    
29 Total net assets or fund balances (see instructions)..... 50,356,626 55,806,093
30 Total liabilities and net assets/fund balances (see instructions). 50,356,626 55,806,093
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
50,356,626
2
Enter amount from Part I, line 27a .....................
2
5,449,467
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
55,806,093
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
55,806,093
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 23,132,701   13,704,314 9,428,387
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       9,428,387
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 9,428,387
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 0
3 Add lines 1 and 2........................... 3 122,152
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 122,152
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 153,247
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 153,247
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 31,095
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet31,095 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 ofbulletROBERT EDGECOMBE Telephone no.bullet (504) 599-5950

    Located atbullet201 ST CHARLES AVENUE SUITE 2508NEW ORLEANSLA ZIP+4bullet70170
    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
    LAURA S SHIELDS DIRECTOR & TREASURER
    0.25     		0 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    ELIZABETH S NALTY DIRECTOR & PRESIDENT
    2.00     		0 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    JOHN W WAID DIRECTOR & SECRETARY
    0.50     		0 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    SHELBY WESTFELDT MILLS DIRECTOR
    0.25     		0 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    THOMAS D WESTFELDT DIRECTOR & VICE PRESIDENT
    0.25     		0 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    ROBERT E EDGECOMBE EXEC SECRETARY/CONSULTANT
    5.00     		60,000 0 0
    201 ST CHARLES SUITE 2508
    NEW ORLEANS,LA70170
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (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
    HIGHLAND INVESTMENT MANAGEMENT GROUP LLC INVESTMENT MANAGERS & CONSULTANTS 535,742
    22 TOKALON
    METAIRIE,LA70001
    EAGLE CAPITAL MANAGEMENT INVESTMENT MANAGERS & CONSULTANTS 449,596
    3850 NORTH CAUSEWAY BLVD 1090
    METAIRIE,LA70002
    GREEN TURTLE LP INVESTMENT MANAGERS & CONSULTANTS 122,861
    639 LOYOLA AVENUE 2775
    NEW ORLEANS,LA70113
    VILLERE & COMPANY LLC INVESTMENT MANAGERS & CONSULTANTS 82,232
    601 POYDRAS STREET
    NEW ORLEANS,LA70130
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 GRANTS AND ADMINISTRATIVE EXPENSES - SEE FORM 990-PF PAGE 1 COLUMN (D) -DISBURSEMENTS FOR CHARITABLE PURPOSES 3,246,320
    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.........................bullet0
    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
    91,923,708
    b
    Average of monthly cash balances.......................
    1b
    947,199
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    92,870,907
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    92,870,907
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,393,064
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    91,477,843
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,573,892
    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
    4,573,892
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    122,152
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    122,152
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,451,740
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,451,740
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,451,740
    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 4,451,740
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,235,097
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,338,468
    a Applied to 2020, but not more than line 2a 3,235,097
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 103,371
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,348,369
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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:
    ROBERT EDGECOMBE
    201 ST CHARLES AVENUE SUITE 2508
    NEW ORLEANS,LA70170
    (504) 599-5950
    bThe form in which applications should be submitted and information and materials they should include:
    REQUEST LETTERS AND OUTLINES
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LOUISIANA EDUCATIONAL INSTITUTIONS ONLY
    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
    ISIDORE NEWMAN SCHOOL
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		  PRIV BOLLINGER PERFORMING ARTS BUILDING 200,000
    STAIR (START THE ADVENTURE IN READING)
    1545 STATE STREET
    NEW ORLEANS,LA70118     		  PRIV MATERIALS 20,000
    TRINITY EPISCOPAL SCHOOL
    1315 JACKSON AVENUE
    NEW ORLEANS,LA70130     		  PRIV TRINITY 2024 CAPITAL CAMPAIGN 500,000
    TULANE UNIVERSITY
    6823 ST CHARLES AVENUE
    NEW ORLEANS,LA70118     		  PRIV RICHARDSON MEMORIAL CENTER (ARCHITECTURE SCHOOL) RENOVATION 750,000
    UNIVERSITY OF NEW ORLEANS
    2000 LAKESHORE DRIVE
    NEW ORLEANS,LA70148     		  PUB LABORATORY/CLASSROOM MODERNIZATION (PHASE IV) 150,000
    STUART HALL SCHOOL FOR BOYS
    2032 SOUTH CARROLLTON AVENUE
    NEW ORLEANS,LA70118     		  PRIV COMPUTER/TECHNOLOGY EQUIPMENT 75,000
    LOUISE S MCGEHEE SCHOOL
    2343 PRYTANIA STREET
    NEW ORLEANS,LA70130     		  PRIV CAMPUS MASTER PLAN AND SPRINKLER SYSTEM INSTALLATIONS 200,000
    ACADEMY OF THE SACRED HEART
    4521 ST CHARLES AVENUE
    NEW ORLEANS,LA70115     		  PRIV RENOVATION OF MIDDLE AND UPPER SCHOOL LEARNING SPACES 250,000
    CENTENARY COLLEGE
    2911 CENTENARY BLVD
    SHREVEPORT,LA71104     		  PRIV HURLEY SCHOOL OF MUSIC RENOVATIONS 500,000
    BEN FRANKLIN HIGH SCHOOL
    2001 LEON C SIMON DR
    NEW ORLEANS,LA70122     		  PUB THEATER RENOVATION (2ND PHASE) 100,000
    HOLY CROSS SCHOOL
    5500 PARIS AVE
    NEW ORLEANS,LA70122     		  PRIV PURCHASE OF TECHNOLOGY FOR STUDENT CENTER 100,000
    LOUISIANA STATE UNIVERSITY
    3357 HIGHLAND ROAD
    BATON ROUGE,LA70802     		  PUB PENNINGTON BIOMEDICAL RESEARCH FOUNDATION - LABORATORY EQUIPMENT 343,720
    ST PAUL'S EPISCOPAL SCHOOL
    6249 CANAL BLVD
    NEW ORLEANS,LA70124     		  PRIV PURCHASE OF INSTRUCTIONAL SMARTBOARDS 57,600
    Total .................................bullet 3a 3,246,320
    bApproved for future payment
    ISIDORE NEWMAN SCHOOL
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		  PRIV BOLLINGER PERFORMING ARTS BUILDING 100,000
    STAIR (START THE ADVENTURE IN READING)
    1545 STATE STREET
    NEW ORLEANS,LA70118     		  PRIV MATERIALS 10,000
    TRINITY EPISCOPAL SCHOOL
    1315 JACKSON AVENUE
    NEW ORLEANS,LA70130     		  PRIV TRINITY 2024 CAPITAL CAMPAIGN 300,000
    TULANE UNIVERSITY
    6823 ST CHARLES AVENUE
    NEW ORLEANS,LA70118     		  PRIV RICHARDSON MEMORIAL CENTER (ARCHITECTURE SCHOOL) RENOVATION 375,000
    ACADEMY OF THE SACRED HEART
    4521 ST CHARLES AVENUE
    NEW ORLEANS,LA70115     		  PRIV RENOVATION OF MIDDLE AND UPPER SCHOOL LEARNING SPACES 250,000
    Total .................................bullet 3b 1,035,000
    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 41  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 9,428,387  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 10,106,913 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,106,913
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    EDWARD G SCHLIEDER EDUCATIONAL
     
    FOUNDATION
    EIN:
    72-0408974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL/ACCOUNTING FEES 32,100 21,400   10,700

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EDWARD G SCHLIEDER EDUCATIONAL
     
    FOUNDATION
    EIN:
    72-0408974
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC - CL C 884,232 6,250,154
    AMAZON.COM INC 1,296,191 3,984,536
    ANTHEM INC 1,258,228 2,018,253
    CAPITAL ONE FINL CORP COM 429,244 910,875
    CHARTER COMMUNICATIONS INC 24,172 60,633
    CITIGROUP INC 1,906,379 2,327,310
    COMCAST CORP 1,625,629 2,506,937
    WALT DISNEY WALT CO NEW 553,202 994,239
    DISH NETWORK CORP 1,091,940 1,028,088
    EVOLUTION AB ADR 338,730 362,975
    META PLATFORMS INC 2,444,198 4,208,411
    GENERAL ELECTRIC CO COM 1,773,114 2,343,517
    GENERAL MOTORS CPPO 685,104 1,157,415
    GOLDMAN SACHS GROUP, INC. 900,965 2,563,085
    HILTON WORLDWIDE HOLDINGS IN 931,647 2,013,831
    IAC INTERACTIVE CORP 313,565 325,991
    LIBERTY BROADBAND - A 655,263 1,412,702
    LIBERTY BROADBAND - C 955,083 1,600,851
    MARRIOTT INTL INC NEW CL A 1,045,216 2,706,466
    MICROSOFT CORP CORPORATION 440,483 5,837,843
    MORGAN STANLEY 1,132,818 2,485,117
    NASPERS LTD N SHS SPON ADR 314,965 246,853
    NETFLIX INX 1,822,679 2,848,939
    PROSUS NV ADR 614,696 591,831
    SAFRAN SA-UNSPON ADR 907,345 863,127
    UNITED HEALTH GROUP INC. 51,176 2,662,346
    VISA INC 644,785 686,971
    WELLS FARGO & CO NEW COM 887,768 1,675,558
    WILLIS TOWERS WATSON PLC 806,592 855,201
    WOODWARD INC 326,872 381,359
    AON CORP 617,787 2,442,952
    AERCAP HOLDINGS 595,025 730,414
    LYDONDELL BASELL INDUSTRIES NV-CL 567,317 515,566
    CAESARS ENTERTAINMENT INC NEW COM 384,084 714,569
    EBIX INCORPORATED 1,067,159 476,368
    EURONET WORLDWIDE, INC. 642,870 864,578
    FIRST HARAIIAN INC 638,128 650,454
    FREEPORT-MCMORAN 833,856 1,040,538
    JB HUNT TRANSPORT SERVICES 257,352 582,540
    KEARNY FINANCIAL CORP/MD 672,400 723,092
    LIGAND PHARMACEUTICALS 617,770 949,929
    ON SEMICONDUCTOR CORP 349,218 1,194,034
    OPEN LENDING CORPORATION COM CL A 901,905 630,789
    PALOMAR HOLDINGS INC 970,554 757,485
    PAYA HOLDINGS INC COM CL A 567,496 344,991
    POOL CORP. 36,276 945,220
    PORCH GROUP INC COM 363,541 346,410
    PROGRESSICE CORP 455,518 819,660
    ROPER INDUSTRIES , INC 580,496 1,082,092
    TELEFLEX INC 592,969 768,643
    STRYKER CORP 567,466 907,891
    TTEC HOLDINGS INC 418,061 372,613
    VIACOMBS INC CL B 899,990 617,785
    VISA INC CL A 57,965 701,057
    STERIS PLC 246,893 906,702
    ALBANY INTL 54,321 98,710
    ASSURANT INC 28,988 67,020
    BANCORP, INC 27,050 40,850
    CMC MATERIALS INC COM 85,127 141,659
    CRA INTERNATIONAL INC 41,720 79,263
    CTS CORP 67,815 89,083
    CHAMPIONX CORPORATION COM 101,074 124,635
    CIVEO CORP 14,919 13,611
    COMFORT SYSTEMS USA 56,331 127,138
    CTO REALTY GROWTH INC COM 17,792 18,672
    CULP INC 18,542 12,515
    CURTISS-WRIGHT CORP 65,579 99,565
    DENNYS CORP 61,911 77,968
    EAGLE MATERIALS 102,285 197,588
    EASTERN BANKSHARES INC COM 106,860 132,295
    EASTGROUP PPTY INC COM 54,348 120,305
    ECHOSTAR CORPORATION 113,624 90,038
    ESSENTIAL PROPERTIES REALTY TRUST INC 54,618 111,168
    FEDERAL SIGNAL CORP 38,484 92,618
    FIRST BANCORP INC 53,530 50,658
    GETTY REALTY CORP COM 56,456 70,117
    GLOBAL MEDICAL REIT INC 42,172 46,115
    HANOVER INSURANCE GROUP INC 66,543 87,941
    INGEVITY CORP 128,480 113,931
    JOANN INC 13,366 10,100
    KADANT INC 18,288 110,861
    LA-Z-BOY INC 119,188 127,956
    LADDER CAPITAL CORPORATION REIT 111,823 127,238
    LOYALTY VENTURES INC 41,197 36,956
    MGIC INVESTMENTS CORP 87,841 106,665
    MCGRATH RENTCORP 35,210 89,570
    MONARCH CASINO & RESORT 54,691 58,568
    MULLER WATER PRODUCTS 64,908 80,899
    MURPHEY USA INC 52,866 133,690
    NATURAL GAS SERVICES GROUP 22,234 15,182
    NEXSTAR BROADCASTING GROUP A 79,557 195,066
    ONTO INNOVATION INC 48,636 134,029
    OWENS & MINOR INC 114,337 132,327
    PC CONNECTION, INC 15,614 16,562
    PACIFIC PREMIER BANKCORP INC 87,603 125,054
    PEAPACK GLADSTONE FNL CORP 36,505 48,746
    PORTLAND GENERAL ELECTRIC CO 90,788 114,519
    PREMIER FINANCIAL CORP 87,176 88,774
    PRIMERICA INC 32,162 90,123
    REX AMERICAN RESOURCES CORP 45,157 57,408
    SPX CORPORATION 51,394 83,910
    SIMPSON MANUFACTURING CO, INC 35,656 110,422
    SPROUTSFARMERS MARKET INC 81,854 118,067
    STAR GROUP LP 41,316 45,212
    TREEHOUSE FOODS INC 78,164 80,006
    TRISTATE CAPITAL HOLDINGS 4,542 13,496
    UMB FINANCIAL CORP 53,498 95,393
    VECTRUS INC 33,590 36,524
    VERITEX HOLDINGS INC 86,534 144,839
    VIRTRUS INVST PARTNERS INC 28,457 110,818
    VISTA OUTDOOR INC 86,181 173,361
    WSFS FINL CORP COM 108,139 101,343
    WIDE OPEN WEST INC 104,998 104,824
    HELEN OF TROY 29,456 61,362
    ALTERYX INC CL A 57,201 42,048
    AMPLITUDE INC COM CL A 20,278 18,476
    AXON ENTERPRISE INC 64,809 69,237
    BIO-TECHNE CORP 49,770 66,220
    BLUEPRINT MEDICINES CORP 45,306 49,378
    CAREDX INC 79,677 54,258
    CARGURUS INC COM CL A 52,364 65,800
    CHEGG INC 81,930 37,730
    DOUBLE VERIFY HOLDINGS INC 30,861 29,786
    ETSY INC 78,230 84,292
    EVERBRIDGE INC 89,165 54,470
    EXACT SCIENCES CORP 66,054 39,382
    FLOOR & DCOR HOLDING INC-A 63,597 83,726
    FOCUS FINANCIAL PARTNERS INC CL A 39,400 55,002
    GLAIKOS CORP 54,364 31,197
    GUARDANT HEALTH INC 60,279 38,008
    HUBSPOT INC COM 43,492 59,324
    INARI MEDICAL INC COM 28,828 28,111
    INVITAE CORP 71,891 30,387
    MATERIALISE NV SPONSORED ADS 40,694 31,270
    MONGODB INC 34,484 66,169
    OLO INC CL A 31,268 21,247
    PAGERDUTY INC COM 51,883 40,310
    PAYLOCITY HOLDINGS CORP 60,089 76,280
    PENUMBRA INC 44,892 47,408
    PHREESIA INC 61,425 49,159
    PINTEREST INC CL A 100,043 54,162
    QUANTERIX CORP 41,701 29,892
    REDFIN CORP 68,750 38,428
    SCHRODINGER INC COM 43,808 20,062
    SHAKE SHACK INC - A 43,259 31,678
    SHOTSPOTTER INCORPORATION COM 50,557 41,033
    SMARTSHEET INC CL A 50,331 59,249
    TANDEM DIABETES CARE 48,902 82,786
    TELADOC HEALTH INC 78,742 42,604
    VERITONE INCORPORATION COM 79,459 74,409
    ZUORA INC COM CL A 46,666 57,404
    GREEN TURTLE PARTNERS, L.P. 6,240,107 6,262,879

    TY 2021 OtherExpensesSchedule
    Name:
    EDWARD G SCHLIEDER EDUCATIONAL
     
    FOUNDATION
    EIN:
    72-0408974
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 11,440 8,580   2,860
    MISCELLANEOUS 18,218 13,664   4,554
    RENTAL EXPENSES 22,568 16,926   5,642


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDWARD G SCHLIEDER EDUCATIONAL
     
    FOUNDATION
    EIN:
    72-0408974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 41,483 41,483   0
    ADVISORY FEES 1,207,431 1,207,431   0


    TY 2021 TaxesSchedule
    Name:
    EDWARD G SCHLIEDER EDUCATIONAL
     
    FOUNDATION
    EIN:
    72-0408974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL 15,991 1,599   14,392
    FOREIGN 1,895 1,895   0