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
LOIS AND LLOYD HAWKINS JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 BOARD OF TRADE PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

33-1059511
B Telephone number (see instructions)

(504) 525-0208
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$42,087,926J 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      
4 Dividends and interest from securities... 643,662 643,662  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 801,936
b Gross sales price for all assets on line 6a 12,267,470
7 Capital gain net income (from Part IV, line 2)... 801,937
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 346,330 346,330  
12 Total. Add lines 1 through 11........ 1,791,928 1,791,929  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 13,585 13,585   0
c Other professional fees (attach schedule).... Click to see attachment 500,671 500,671   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,577 1,577   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 515,833 515,833   0
25 Contributions, gifts, grants paid....... 1,440,000 1,440,000
26 Total expenses and disbursements. Add lines 24 and 25 1,955,833 515,833   1,440,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -163,905
b Net investment income (if negative, enter -0-) 1,276,096
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.............      
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)      
b Investments—corporate stock (attach schedule)....... 38,276,940 Click to see attachment42,087,926 42,087,926
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) 38,276,940 42,087,926 42,087,926
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 attachment1,114,314 Click to see attachment734,261
23 Total liabilities (add lines 17 through 22)......... 1,114,314 734,261
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........... 37,162,626 41,353,665
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    
29 Total net assets or fund balances (see instructions)..... 37,162,626 41,353,665
30 Total liabilities and net assets/fund balances (see instructions). 38,276,940 42,087,926
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
37,162,626
2
Enter amount from Part I, line 27a .....................
2
-163,905
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,354,944
4
Add lines 1, 2, and 3 ..........................
4
41,353,665
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
41,353,665
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 BLACKROCK LOW DURATION BOND   2020-09-20 2021-03-04
b BLACKROCK LOW DURATION BOND   2020-09-02 2021-03-04
c BLACKROCK LOW DURATION BOND   2020-09-02 2021-04-29
d BLACKROCK LOW DURATION BOND   2020-09-02 2021-05-07
e BLACKROCK LOW DURATION BOND   2020-09-02 2021-05-11
BLACKROCK LOW DURATION BOND   2020-09-02 2021-05-12
MICROSOFT CORPORATION   2021-04-29 2021-05-12
BLACKROCK LOW DURATION BOND   2020-09-02 2021-06-04
ARK ETF TRUST   2021-03-08 2021-06-24
ARK ETF TRUST   2021-05-11 2021-06-24
AMAZON COM INCORPORATED   2020-09-14 2021-07-09
BLACKROCK LOW DURATION BOND   2020-09-02 2021-07-30
BLACKROCK LOW DURATION BOND   2020-09-02 2021-07-30
BLACKROCK LOW DURATION BOND   2020-12-28 2021-07-30
CITRIX SYSTEMS INCORPORATED   2020-10-19 2021-10-15
CITRIX SYSTEMS INCORPORATED   2020-10-27 2021-10-15
CITRIX SYSTEMS INCORPORATED   2021-07-19 2021-10-15
CITRIX SYSTEMS INCORPORATED   2021-07-30 2021-10-15
BLACKROCK INCOME FUND   2021-06-01 2021-12-17
BLACKROCK SHORT OBLIGATIONS FUND   2021-06-01 2021-12-22
EASTMAN KODAK COMPANY   2021-01-14 2021-12-23
PACER BENCHMARK DATA & INFRASTRUCTUREREAL ESTATE   2021-03-18 2021-12-23
BLACKROCK LOW DURATION BOND   2016-09-13 2021-02-25
BLACKROCK SHORT OBLIGATIONS FUND   2019-04-22 2021-03-04
BLACKROCK SHORT OBLIGATIONS FUND   2019-04-24 2021-03-04
BLACKROCK LOW DURATION BOND   2016-09-13 2021-03-04
BLACKROCK LOW DURATION BOND   2016-09-13 2021-03-04
BLACKROCK LOW DURATION BOND   2020-01-15 2021-03-04
SPDR UTILITIES SELECT SECTOR FUND   2020-03-16 2021-03-18
NVIDIA CORPORATION   2020-03-26 2021-07-06
AMAZON COM INCORPORATED   2020-04-06 2021-07-09
HSBC USA NOTES   2018-09-27 2021-09-24
SYLVAMO CORPORATION   2020-04-06 2021-10-12
CITRIX SYSTEMS INCORPORATED   2020-04-15 2021-10-15
CITRIX SYSTEMS INCORPORATED   2020-05-20 2021-10-15
CITRIX SYSTEMS INCORPORATED   2020-09-21 2021-10-15
CITRIX SYSTEMS INCORPORATED   2020-05-27 2021-10-15
BLACKROCK INCOME FUND   2020-06-08 2021-12-17
BLACKROCK INCOME FUND   2020-06-08 2021-12-17
SPDR GOLD SHARES   2020-09-04 2021-12-17
BLACKROCK SHORT OBLIGATIONS FUND   2019-04-24 2021-12-22
BLACKROCK SHORT OBLIGATIONS FUND   2019-04-24 2021-12-22
BLACKROCK SHORT OBLIGATIONS FUND   2019-12-04 2021-12-22
GOLDMAN SACHS SHORT TERM CONS INC FD   2020-01-15 2021-12-22
INTERNATIONAL BUSINESS MACHINES   2020-03-06 2021-12-22
KYNDRYL HLDGS INCORPORATED   2020-03-06 2021-12-22
SYLVAMO CORPORATION   2020-04-06 2021-12-22
LOANDEPOT INCORPORATED   2021-02-11 2021-03-02
COURSERA INCORPORATED P 2021-03-31 2021-04-15
FRONTIER GROUP HOLDGS INCORPORATED   2021-04-01 2021-04-15
KAROOOOO LIMITED   2021-04-01 2021-04-15
NLIGHT INCORPORATED   2021-03-04 2021-06-04
NLIGHT INCORPORATED   2021-03-08 2021-06-04
PAYA HOLDINGS INCORPORATED   2021-03-18 2021-06-04
ALPINE INCOME PROPERTY TR INC REIT   2021-06-03 2021-06-14
BANK OF AMERICA CORP   2020-10-27 2021-06-21
BLACKROCK INNOVATION AND GRW SHS   2021-03-26 2021-06-24
EVERCOMMERCE INCORPORATED   2021-07-01 2021-08-04
BYRNA TECHNOLOGIES INCORPORATED   2021-07-16 2021-08-04
INTAPP INCORPORATED   2021-06-30 2021-08-04
LEGALZOOM COM INC   2021-06-30 2021-08-04
POWERSCHOOL HOLDINGS INCORPORATED   2021-07-28 2021-08-04
TREMOR INTERNATIONAL LIMITED   2021-06-18 2021-08-04
SNAP ONE HOLDINGS CORPORATIOIN   2021-07-28 2021-09-09
U S CENTY BK   2021-07-23 2021-09-09
XPONENTIAL FITNESS INCORPORATED   2021-07-23 2021-09-09
OLAPLEX HLDGS INCORPORATED   2021-09-30 2021-10-06
VERSABANK   2021-09-22 2021-10-06
VCI PPTYS INCORPORATED REIT   2021-09-10 2021-10-06
GLOBAL E ONLINE LIMITED   2021-09-10 2021-10-06
CADRE HLDGS INCORPORATED   2021-11-04 2021-11-11
AIRSCULPT TECHNOLOGIES INC   2021-10-29 2021-11-12
BACKBLAZE INCORPORATED   2021-11-11 2021-11-16
CLARUS CORPORATION   2021-10-27 2021-11-16
PAYCOR HCM INCORPORATED   2021-10-15 2021-11-16
WHITEHORSE FIN INCORPORATED   2021-10-21 2021-11-16
WHITEHORSE FIN INCORPORATED   2021-10-21 2021-11-16
WHITEHORSE FIN INCORPORATED   2021-10-21 2021-11-16
WHITEHORSE FIN INCORPORATED   2021-10-21 2021-11-16
WHITEHORSE FIN INCORPORATED   2021-10-21 2021-11-18
PERION NETWORK LIMITED   2021-12-09 2021-12-13
ALIGNMENT HEALTHCARE INCORPORATED   2021-11-19 2021-12-21
NORTHERN OIL AND GAS INC   2021-11-18 2021-12-21
BLACKROCK SCIENCE & TECHNOLOGY SHS   2019-06-26 2021-03-08
BLACKROCK HEALTH SCIENCES TRUST II   2020-01-29 2021-03-17
ROYAL BANK OF CANADA NOTES   2020-02-21 2021-08-26
HSBC USA NOTES   2020-11-20 2021-11-26
BANK OF MONTREAL NOTES   2020-12-11 2021-12-20
CARRIER GLOBAL CORPORATION   2011-08-09 2021-07-22
CARRIER GLOBAL CORPORATION   2013-10-18 2021-07-22
JEFFERIES FINL GROUP INC   2014-01-14 2021-07-22
OTIS WORLDWIDE CORP   2011-08-09 2021-07-22
OTIS WORLDWIDE CORP   2013-10-18 2021-07-22
EXXON MOBIL CORPORATION   2010-08-11 2021-11-23
KINDER MORGAN INCORPORATED   2019-05-31 2021-11-23
Capital Gains Dividends P    
(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 5,706   5,619 87
b 116,680   116,201 479
c 250,000   248,975 1,025
d 500,000   497,950 2,050
e 250,000   248,975 1,025
300,000   298,770 1,230
241,456   250,480 -9,024
1,000,000   995,900 4,100
262,776   228,022 34,754
307,990   254,747 53,243
44,633   37,461 7,172
13,850   13,840 10
93,214   93,203 11
892,935   896,607 -3,672
65,718   91,572 -25,854
291,647   359,340 -67,693
194,431   227,790 -33,359
240,317   249,746 -9,429
18,177   18,710 -533
1,646   1,650 -4
64,284   108,550 -44,266
297,477   249,741 47,736
250,000   245,793 4,207
503,000   500,000 3,000
497,000   494,036 2,964
89,932   88,015 1,917
34,573   33,991 582
253,109   249,984 3,125
227,439   197,557 29,882
82,413   25,523 56,890
185,974   97,221 88,753
405,184   309,370 95,814
20   13 7
16,429   23,483 -7,054
16,429   23,224 -6,795
681   937 -256
32,178   45,031 -12,853
10,094   10,122 -28
507,441   500,000 7,441
422,360   453,400 -31,040
29,217   29,210 7
5,982   5,964 18
200,000   200,000 0
300,000   300,298 -298
12,912   12,203 709
373   535 -162
2,013   1,319 694
13,992   8,405 5,587
4,819   3,305 1,514
79,102   76,006 3,096
6,211   5,606 605
11,114   13,606 -2,492
16,671   20,021 -3,350
20,356   24,506 -4,150
95,640   89,006 6,634
76,365   75,006 1,359
203,780   200,006 3,774
1,820   1,706 114
36,347   31,506 4,841
6,770   5,206 1,564
887   706 181
3,969   3,606 363
30,303   26,606 3,697
4,304   3,606 698
874   756 118
7,447   8,406 -959
25,946   21,006 4,940
5,405   5,006 399
8,425   8,856 -431
5,934   6,406 -472
12,788   9,106 3,682
1,426   1,106 320
9,157   4,806 4,351
19,724   18,906 818
6,089   6,406 -317
15,183   15,811 -628
7,597   7,906 -309
15,210   15,811 -601
22,815   23,717 -902
22,621   23,717 -1,096
97,278   92,456 4,822
2,501   4,206 -1,705
3,832   4,006 -174
83,014   48,376 34,638
132,969   100,006 32,963
226,138   150,006 76,132
544,250   500,006 44,244
333,245   300,006 33,239
15,205   3,931 11,274
15,205   6,037 9,168
65,464   55,113 10,351
12,994   5,498 7,496
12,994   8,444 4,550
25,214   24,207 1,007
48,870   56,014 -7,144
311,516     311,516
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       87
b       479
c       1,025
d       2,050
e       1,025
      1,230
      -9,024
      4,100
      34,754
      53,243
      7,172
      10
      11
      -3,672
      -25,854
      -67,693
      -33,359
      -9,429
      -533
      -4
      -44,266
      47,736
      4,207
      3,000
      2,964
      1,917
      582
      3,125
      29,882
      56,890
      88,753
      95,814
      7
      -7,054
      -6,795
      -256
      -12,853
      -28
      7,441
      -31,040
      7
      18
      0
      -298
      709
      -162
      694
      5,587
      1,514
      3,096
      605
      -2,492
      -3,350
      -4,150
      6,634
      1,359
      3,774
      114
      4,841
      1,564
      181
      363
      3,697
      698
      118
      -959
      4,940
      399
      -431
      -472
      3,682
      320
      4,351
      818
      -317
      -628
      -309
      -601
      -902
      -1,096
      4,822
      -1,705
      -174
      34,638
      32,963
      76,132
      44,244
      33,239
      11,274
      9,168
      10,351
      7,496
      4,550
      1,007
      -7,144
      311,516
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 2 801,937
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 17,738
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 17,738
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 48,400
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 48,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 178
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 30,484
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,484 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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.GUIDESTAR.COM
    14
    The books are in care ofbulletLOVELL COMPANY Telephone no.bullet (504) 525-0208

    Located atbullet300 BOARD OF TRADE PLACENEW ORLEANSLA ZIP+4bullet70130
    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)
     
    No
    (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
     
     
    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
     
    No
    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
    JOHN C LOVELL JR TREASURER
    0.00     		0 0 0
    300 BOARD OF TRADE PLACE
    NEW ORLEANS,LA70130
    H L HAWKINS III PRESIDENT
    0.00     		0 0 0
    300 BOARD OF TRADE PLACE
    NEW ORLEANS,LA70130
    DEBORAH HAWKINS VICE PRESIDENT SECRETARY
    0.00     		0 0 0
    300 BOARD OF TRADE PLACE
    NEW ORLEANS,LA70130
    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
    NONE
    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  
    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
    38,219,831
    b
    Average of monthly cash balances.......................
    1b
    3,018,288
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    41,238,119
    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
    41,238,119
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    618,572
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,619,547
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,030,977
    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
    2,030,977
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,738
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,738
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,013,239
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,013,239
    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
    2,013,239
    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 2,013,239
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,345,605
    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$ 1,440,000
    a Applied to 2020, but not more than line 2a 1,345,605
    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..... 94,395
    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 ..........     		1,918,844
    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:
    H L HAWKINS III
    300 BOARD OF TRADE PLACE
    NEW ORLEANS,LA70130
    (504) 525-0208
    bThe form in which applications should be submitted and information and materials they should include:
    NAME, ADDRESS, PHONE NUMBER AND TYPE OF REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    AMERICAN LEGION ENDOWMENT
    P O BOX 1954
    INDIANAPOLIS,IN46206     		NONE   DONATION TO SUPPORT VETERANS 25,000
    BRIDGE HOUSE
    4150 EARHART BLVD
    NEW ORLEANS,LA70125     		NONE   DONATION TO SUPPORT RECOVERY FROM ADDICTION IN THE NEW ORLEANS AREA 75,000
    DISABLED AMERICAN VETERANS
    P O BOX 14301
    CINCINNATI,OH452500301     		NONE   DONATION TO SUPPORT INJURED MILITARY SERVICE MEMBERS 50,000
    GREATER NEW ORLEANS FOUNDATION
    1055 ST CHARLES AVENUE STE 100
    NEW ORLEANS,LA70130     		NONE   DONATION FOR GRAND OPERA IN NEW ORLEANS AREA 400,000
    ISIDORE NEWMAN SCHOOL
    1903 JEFFERSON AVENUE
    NEW ORLEANS,LA70115     		NONE   DONATION TO SUPPORT THE NEWMANFUND DESIGNATED FOR BAND INSTRUMENTS 25,000
    JEFFERSON PERFORMING ARTS SOCIETY
    6400 AIRLINE DR
    METAIRIE,LA70003     		NONE   DONATION TO SUPPORT PERFORMING ARTS IN THE NEW ORLEANS AREA 25,000
    LOUISE S MCGEHEE SCHOOL
    2343 PRYTANIA ST
    NEW ORLEANS,LA70130     		NONE   DONATION TO SUPPORT EDUCATION IN THE NEW ORLEANS AREA 25,000
    LOUISIANA PHILHARMONIC ORCHESTRA
    1010 COMMON STREET SUITE 2120
    NEW ORLEANS,LA70112     		NONE   DONATION TO SUPPORT SYMPHONIC MUSIC IN THE NEW ORLEANS AREA 150,000
    NATIONAL WWII MUSEUM
    945 MAGAZINE STREET
    NEW ORLEANS,LA70130     		NONE   DONATION TO SUPPORT WORLD WAR II HISTORY IN THE NEW ORLEANS AREA 25,000
    NEW ORLEANS BALLET ASSOCIATION
    935 GRAVIER STREET
    NEW ORLEANS,LA70112     		NONE   DONATION TO SUPPORT BALLET IN THE NEW ORLEANS AREA 150,000
    NEW ORLEANS MUSEUM OF ART
    ONE COLLINS C DIBOLL CIRCLE CITY
    PARK
    NEW ORLEANS,LA70124     		NONE   DONATION TO SUPPORT ART IN THE NEW ORLEANS AREA 150,000
    NEW ORLEANS OPERA ASSOCIATION
    616 GIROD STREET SUITE 200
    NEW ORLEANS,LA70130     		NONE   DONATION TO SUPPORT OPERA IN THE NEW ORLEANS AREA 150,000
    SECOND HARVEST FOOD BANK
    700 EDWARDS AVE
    NEW ORLEANS,LA70123     		NONE   DONATION TO SUPPORT THE FIGHT AGAINST HUNGER IN THE NEW ORLEANS AREA 150,000
    WOUNDED WARRIOR PROJECT
    P O BOX 758517
    TOPEKA,KS66675     		NONE   DONATION TO SUPPORT INJURED MILITARY SERVICE MEMBERS 25,000
    FRIENDS OF RIVERTOWN THEATERS
    325 MINOR ST
    KENNER,LA70062     		NONE   DONATION TO SUPPORT PERFORMING ARTS IN THE NEW ORLEANS AREA 15,000
    Total .................................bullet 3a 1,440,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		         
    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 ............     		    18 801,936  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS     		    14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,791,928 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,791,928
    (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:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LOVELL & COMPANY 13,585 13,585   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RAYMOND JAMES #LU585 2,956,078 2,956,078
    RAYMOND JAMES #WM001 15,876,296 15,876,296
    RAYMOND JAMES #4K304 23,255,552 23,255,552

    TY 2021 OtherIncomeSchedule2
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SCH K-1, SUCC OF LCH - OTHER INCOME 316,350 316,350 316,350
    SCH K-1, SUCC OF LCH - RENTAL INCOME 0 0 0
    RJ #4K304 - LAWSUIT SETTLEMENT 25 25 25
    RJ #LU585 - LAWSUIT SETTLEMENT 550 550 550
    RJ #4K304 - OTHER INCOME 10,528 10,528 10,528
    RJ #4K304 - P'SHIP DISTRIBUTIONS 9,219 9,219 9,219
    OTHER INVESTMENT INC - ALL ACCTS 9,658 9,658 9,658


    TY 2021 OtherIncreasesSchedule
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Description Amount
    NET UNREALIZED GAIN/LOSS PER YE STATEMENTS 4,329,943
    PRIOR YEAR ADJUSTMENT FOR VOIDED CHECK 25,001


    TY 2021 OtherLiabilitiesSchedule
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Description Beginning of Year - Book Value End of Year - Book Value
    CARRYFORWARD DISTRIBUTION FROM SUCC OF LCH 1,114,314 734,261


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RAYMOND JAMES #4K304 FEES 225,296 225,296   0
    RAYMOND JAMES #WM001 FEES 275,375 275,375   0


    TY 2021 SubstantialContributorsSch
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Name Address
    SUCCESSION OF LOIS CHALONA HAWKINS
          		300 BOARD OF TRADE PLACE
    NEW ORLEANS,LA70130


    TY 2021 TaxesSchedule
    Name:
    LOIS AND LLOYD HAWKINS JR FOUNDATION
    EIN:
    33-1059511
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAXES 0 0   0
    FOREIGN DIVIDEND TAXES - 4K304 803 803   0
    FOREIGN DIVIDEND TAXES - WM001 222 222   0
    FOREIGN DIVIDEND TAXES - LU585 2 2   0
    TAXES - INT/PEN 550 550   0