Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BEAUMONT COMMUNITY CHEST TRUST 372
 
Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS STREET STE 3100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727
A Employer identification number

74-6059991
B Telephone number (see instructions)

(504) 599-2191
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,020,347J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,555 23,555  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 47,703
b Gross sales price for all assets on line 6a 648,055
7 Capital gain net income (from Part IV, line 2)... 47,703
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
785 785  
12 Total. Add lines 1 through 11........ 72,043 72,043  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 14,055 10,541   3,514
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
376 376   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,481 10,917 0 4,564
25 Contributions, gifts, grants paid....... 45,972 45,972
26 Total expenses and disbursements. Add lines 24 and 25 61,453 10,917 0 50,536
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,590
b Net investment income (if negative, enter -0-) 61,126
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 19,037 51,241 51,241
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 811,166 Click to see attachment
List of Attached Documents:
// Content
789,313 		969,106
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 830,203 840,554 1,020,347
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 830,203 840,554
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)..... 830,203 840,554
30 Total liabilities and net assets/fund balances (see instructions). 830,203 840,554
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
830,203
2
Enter amount from Part I, line 27a .....................
2
10,590
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
46
4
Add lines 1, 2, and 3 ..........................
4
840,839
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
285
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
840,554
Form 990-PF (2023)
Form 990-PF (2023)
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 20. APPLE COMPUTER INC COM   2005-04-29 2023-01-27
b 10. GILEAD SCIENCES INC.   2021-05-14 2023-01-27
c 9. HOME DEPOT INC COM   2013-09-11 2023-01-27
d 1822. INVESCO OPTIMUM YIELD DRIVERS   2022-11-08 2023-01-27
e 27. ISHARES CORE S&P 500 ETF   2022-11-08 2023-01-27
303. ISHARES S&P 500 GROWTH INDEX FUND   2022-11-08 2023-01-27
11. ISHARES S&P 500 VALUE INDEX FUND   2022-11-08 2023-01-27
16. ISHARES S&P MID-CAP 400 VALUE ETF   2022-11-08 2023-01-27
51. ISHARES S&P SMALLCAP 600 INDEX FUND   2022-11-08 2023-01-27
132.345 CLEARBRIDGE MID CAP CORE FUND - I   2013-12-12 2023-01-27
27. METLIFE INC COM   2020-05-26 2023-01-27
9. MICROSOFT CORP COM   2020-08-19 2023-01-27
11. NVIDIA CORP COM   2021-02-04 2023-01-27
11. PROGRESSIVE CORP OHIO COM   2022-08-12 2023-01-27
2. REGENERON PHARMACEUTICAL   2022-08-12 2023-01-27
166. SCHWAB INTL SMALL CAP EQUITY ETF   2022-11-08 2023-01-27
8. VISA INC   2014-08-08 2023-01-27
22. MEDTRONIC PLC   2020-10-28 2023-01-27
6. ADVANCED MICRO DEVICES INC COM   2022-08-12 2023-04-06
24. ADVANCED MICRO DEVICES INC COM   2021-05-13 2023-04-06
8. AMAZON COM INC COM   2013-05-09 2023-04-06
5. AMERICAN WATER WORKS   2020-08-20 2023-04-06
2. AMGEN INC COM   2022-08-12 2023-04-06
5. APPLIED MATERIALS (AMAT) INC   2020-08-19 2023-04-06
13. ARCHER DANIELS MIDLAND CO COM   2022-02-25 2023-04-06
14. CVS CORP COM   2022-02-25 2023-04-06
4. CARLISLE COS INC COM   2019-08-14 2023-04-06
20. CHEVRONTEXACO CORP STOCK   2009-03-23 2023-04-06
45. CONAGRA, INC COMMON STOCK   2022-08-12 2023-04-06
4. CONOCOPHILLIPS CONOCO PHILLIPS   2022-02-25 2023-04-06
9. CONSTELLATION BRANDS INC   2021-05-14 2023-04-06
10. CORNING INC   2022-08-12 2023-04-06
52. CORNING INC   2022-02-25 2023-04-06
2. DECKERS OUTDOOR CORP   2020-05-22 2023-04-06
34. DIGITAL RLTY TR INC   2022-02-25 2023-04-06
48. EDWARDS LIFESCIENCES CORP COM   2022-02-25 2023-04-06
3. ELECTRONIC ARTS INC COM   2022-08-12 2023-04-06
17. ELECTRONIC ARTS INC COM   2022-02-25 2023-04-06
4. FREEPORT-MCMORAN COPPER & GO CL B   2021-05-13 2023-04-06
18. GILEAD SCIENCES INC.   2021-05-14 2023-04-06
1. GRAINGER W W INC COM   2022-02-25 2023-04-06
5. LENNAR CORP COM   2022-08-12 2023-04-06
19. LENNAR CORP COM   2020-05-22 2023-04-06
2. MSCI INC   2022-08-12 2023-04-06
6. MSCI INC   2020-10-28 2023-04-06
1. MCKESSON CORP   2021-08-05 2023-04-06
1. MEDPACE HOLDINGS INC   2021-08-05 2023-04-06
3. MICROSOFT CORP COM   2020-08-19 2023-04-06
5. MODERNA INC COM   2022-08-12 2023-04-06
14. MOLSON COORS BREWING CO MOLSON COORS BRE   2022-02-25 2023-04-06
5. MURPHY USA, INC   2022-02-25 2023-04-06
25. NEXTERA ENERGY INC   2022-02-25 2023-04-06
6. NVIDIA CORP COM   2022-08-12 2023-04-06
25. NVIDIA CORP COM   2020-10-28 2023-04-06
11. PAYCHEX INC   2022-08-12 2023-04-06
4. PIONEER NATURAL RESOURCES   2022-02-25 2023-04-06
9. POOL CORPORATION   2020-10-28 2023-04-06
29. PROGRESSIVE CORP OHIO COM   2022-08-12 2023-04-06
14. PULTE CORP COM   2020-08-20 2023-04-06
13. RYDER SYSTEM INC COMMON STOCK   2022-08-12 2023-04-06
7. SYNAPTICS INC COM   2023-01-27 2023-04-06
3. SYNOPSYS INC   2021-05-13 2023-04-06
69. TENET   2023-01-27 2023-04-06
1. ULTA BEAUTY INC   2022-02-25 2023-04-06
4. UNITED RENTALS INC   2020-08-20 2023-04-06
6. WABTEC CORP   2022-08-12 2023-04-06
3. ZIMMER HLDGS INC COM   2022-02-25 2023-04-06
5. ZOETIS   2022-08-12 2023-04-06
23. ZOETIS   2020-10-28 2023-04-06
10. ACCENTURE PLC   2022-02-25 2023-04-06
24.142 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-07-14 2023-04-10
927.071 FIDELITY INTERM TRS BD-INS PR   2022-12-14 2023-04-10
1.062 VANGUARD SHORT-TERM CORP BD INX ADM   2021-03-23 2023-04-10
611.443 FIDELITY S/T TRSRY BND-INS PR   2023-04-10 2023-04-26
81. ISHARES S&P MIDCAP 400 INDEX FUND   2018-03-16 2023-05-05
41. ISHARES S&P GLOBAL INFRASTRUCTURE ETF   2019-11-22 2023-05-05
469.145 DFA COMMODITY STRATEGY PORTFOLIO   2023-01-30 2023-05-08
757.274 DFA COMMODITY STRATEGY PORTFOLIO   2020-11-12 2023-05-08
518.945 CLEARBRIDGE MID CAP CORE FUND - I   2013-05-09 2023-05-08
12. ABBVIE INC   2022-02-25 2023-05-19
43. APA CORPORATION   2023-04-06 2023-05-19
21. ARCHER DANIELS MIDLAND CO COM   2022-02-25 2023-05-19
190. BRANDYWINE RLTY TR NEW   2023-04-06 2023-05-19
25. BRANDYWINE RLTY TR NEW   2022-02-25 2023-05-19
21. CVS CORP COM   2022-02-25 2023-05-19
15. CARLISLE COS INC COM   2020-08-20 2023-05-19
3. CONOCOPHILLIPS CONOCO PHILLIPS   2022-08-12 2023-05-19
13. CONOCOPHILLIPS CONOCO PHILLIPS   2022-02-25 2023-05-19
12. CONSTELLATION BRANDS INC   2022-02-25 2023-05-19
8. CROCS INC   2023-04-06 2023-05-19
17. EQT CORP   2023-04-06 2023-05-19
31. EXXON MOBIL CORP COM   2022-02-25 2023-05-19
8. FIRSTENERGY CORP COM   2023-04-06 2023-05-19
59. FIRSTENERGY CORP COM   2022-02-25 2023-05-19
27. GILEAD SCIENCES INC.   2021-05-14 2023-05-19
3. MCKESSON CORP   2021-08-05 2023-05-19
1. MEDPACE HOLDINGS INC   2022-08-12 2023-05-19
5. MEDPACE HOLDINGS INC   2021-08-05 2023-05-19
30. METLIFE INC COM   2023-04-06 2023-05-19
77. METLIFE INC COM   2022-02-25 2023-05-19
11. MODERNA INC COM   2022-08-12 2023-05-19
7. NRG ENERGY INC   2023-04-06 2023-05-19
42. NRG ENERGY INC   2020-05-26 2023-05-19
1. REGENERON PHARMACEUTICAL   2022-08-12 2023-05-19
118. REGIONS FINANCIAL CORP NEW   2022-02-25 2023-05-19
6. TRAVEL & LEISURE CO   2023-04-06 2023-05-19
40. TRAVEL & LEISURE CO   2019-11-20 2023-05-19
9. UNITED RENTALS INC   2020-10-28 2023-05-19
13. MEDTRONIC PLC   2022-02-25 2023-05-19
2375.211 FEDERATED HERMES INTERMEDIATE FD#303 COR   2023-05-08 2023-05-25
40.124 FIDELITY INTERM TRS BD-INS PR   2023-04-26 2023-05-25
20. ISHARES S&P MIDCAP 400 INDEX FUND   2018-03-16 2023-09-06
333.686 DELAWARE SMALL CAP CORE FUND - INS   2020-03-27 2023-09-07
452.427 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-12-14 2023-09-07
930.435 FIDELITY INTERM TRS BD-INS PR   2023-05-08 2023-09-07
16. ISHARES 5-10 YEAR INV GRAD CORP BND ETF   2023-05-30 2023-09-07
426.415 CLEARBRIDGE MID CAP CORE FUND - I   2013-05-09 2023-09-07
109.518 VANGUARD M/B SEC INDX-ADM   2022-12-14 2023-09-07
10. AES CORP COM   2023-04-06 2023-09-20
67. AES CORP COM   2022-08-12 2023-09-20
5. AFFILIATED MANAGERS GROUP   2023-04-06 2023-09-20
22. AMAZON COM INC COM   2013-05-09 2023-09-20
19. APPLE COMPUTER INC COM   2005-04-29 2023-09-20
7. AUTONATION INC DEL COM   2021-08-06 2023-09-20
4. BROADCOM INC   2022-02-25 2023-09-20
17. C H ROBINSON WORLDWIDE INC   2023-04-06 2023-09-20
18. CHEMOURS CO/THE   2022-08-12 2023-09-20
8. CROCS INC   2023-04-06 2023-09-20
7. DARDEN RESTAURANTS INC COM   2023-05-19 2023-09-20
4. DISCOVER FINL SVCS   2023-04-06 2023-09-20
23. DISCOVER FINL SVCS   2020-05-26 2023-09-20
295. FORD MTR CO DEL COM PAR $0.01   2021-02-04 2023-09-20
12. HOME DEPOT INC COM   2022-02-25 2023-09-20
47. INTERPUBLIC GROUP COS INC   2023-04-06 2023-09-20
34. INTERPUBLIC GROUP COS INC   2022-08-12 2023-09-20
2. LOCKHEED MARTIN CORP COM   2018-02-08 2023-09-20
5. MICROSOFT CORP COM   2020-08-19 2023-09-20
73. MICRON TECHNOLOGY INC COM   2023-04-06 2023-09-20
30. MICRON TECHNOLOGY INC COM   2022-08-12 2023-09-20
5. MODERNA INC COM   2022-08-12 2023-09-20
7. OCCIDENTAL PETE CORP DEL COM   2023-04-06 2023-09-20
33. PFIZER INC COM   2013-05-09 2023-09-20
15. PROCTER & GAMBLE CO COM   2023-04-06 2023-09-20
10. QUALCOMM INC COM   2023-01-27 2023-09-20
4. QUALCOMM INC COM   2022-08-12 2023-09-20
32. SYNCHRONY   2021-05-13 2023-09-20
12. T-MOBILE US INC   2022-02-25 2023-09-20
14. TEXTRON INC COM   2023-04-06 2023-09-20
3. TRAVELERS COMPANIES INC COM   2023-04-06 2023-09-20
17. TRAVELERS COMPANIES INC COM   2022-02-25 2023-09-20
9. WABTEC CORP   2022-08-12 2023-09-20
8. ZIMMER HLDGS INC COM   2022-08-12 2023-09-20
3. ABBVIE INC   2023-04-06 2023-11-15
14. ABBVIE INC   2020-10-28 2023-11-15
14. APPLE COMPUTER INC COM   2005-04-29 2023-11-15
29. ARCHER DANIELS MIDLAND CO COM   2022-02-25 2023-11-15
1. BROADCOM INC   2019-02-12 2023-11-15
1. CHEMOURS CO/THE   2023-04-06 2023-11-15
119. CHEMOURS CO/THE   2022-08-12 2023-11-15
3. CHENIERE ENERGY, INC.   2023-09-20 2023-11-15
31. CLOROX CO DEL COM   2023-09-20 2023-11-15
20. MORGAN STANLEY- SEE ATTACHED   2023-05-19 2023-11-15
14. MORGAN STANLEY- SEE ATTACHED   2022-02-25 2023-11-15
15. PEPSICO INC COM   2023-05-19 2023-11-15
2. PIONEER NATURAL RESOURCES   2023-09-20 2023-11-15
6. PIONEER NATURAL RESOURCES   2022-02-25 2023-11-15
24. POLARIS INDUSTRIES INC   2023-05-19 2023-11-15
89. REGIONS FINANCIAL CORP NEW   2022-08-12 2023-11-15
23. SYNCHRONY   2022-02-25 2023-11-15
4. TARGA RES CORP   2023-09-20 2023-11-15
8. ULTA BEAUTY INC   2022-08-12 2023-11-15
9. WABTEC CORP   2022-08-12 2023-11-15
28. MEDTRONIC PLC   2022-08-12 2023-11-15
109.466 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-12-14 2023-11-17
272.843 FIDELITY INTERM TRS BD-INS PR   2022-12-14 2023-11-17
189.848 VANGUARD M/B SEC INDX-ADM   2022-12-14 2023-11-17
3577.756 DFA COMMODITY STRATEGY PORTFOLIO   2023-01-30 2023-12-08
45. EXXON MOBIL CORP COM   2023-04-06 2023-12-08
5392.882 FIDELITY INTERM TRS BD-INS PR   2022-12-14 2023-12-08
20. TRUIST FINANCIAL CORP   2022-02-25 2023-12-08
6625.44 VANGUARD M/B SEC INDX-ADM   2023-05-25 2023-12-08
1686.154 FEDERATED HERMES INTERMEDIATE FD#303 COR   2022-12-14 2023-12-19
4. ISHARES 5-10 YEAR INV GRAD CORP BND ETF   2023-05-30 2023-12-19
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 2,928   26 2,902
b 837   691 146
c 2,841   675 2,166
d 27,068   32,459 -5,391
e 11,026   10,421 605
18,760   17,885 875
1,702   1,596 106
1,768   1,620 148
5,208   4,985 223
5,000   3,858 1,142
1,955   1,127 828
2,237   1,905 332
2,236   1,473 763
1,483   1,336 147
1,488   1,256 232
5,720   5,094 626
1,854   419 1,435
1,818   1,829 -11
554   604 -50
2,218   1,757 461
813   104 709
754   724 30
509   498 11
574   331 243
1,020   1,025 -5
1,094   1,460 -366
824   560 264
3,360   1,360 2,000
1,712   1,540 172
430   362 68
2,019   2,112 -93
341   375 -34
1,771   2,138 -367
895   362 533
3,047   4,006 -959
3,992   3,973 19
377   393 -16
2,134   2,177 -43
161   167 -6
1,513   1,244 269
645   474 171
515   437 78
1,959   1,140 819
1,073   1,007 66
3,220   2,200 1,020
372   199 173
189   175 14
861   635 226
792   859 -67
733   737 -4
1,263   789 474
1,959   1,820 139
1,622   1,113 509
6,756   2,753 4,003
1,201   1,486 -285
837   915 -78
2,924   1,227 1,697
4,259   3,522 737
816   654 162
1,098   1,080 18
704   885 -181
1,131   695 436
4,160   3,831 329
523   377 146
1,438   698 740
577   576 1
384   369 15
839   873 -34
3,859   2,900 959
2,814   1,578 1,236
204   204  
9,178   9,104 74
22   24 -2
6,145   6,133 12
19,890   15,706 4,184
2,006   1,922 84
2,149   2,271 -122
3,468   3,285 183
17,997   14,842 3,155
1,742   1,507 235
1,424   1,657 -233
1,538   1,656 -118
697   1,046 -349
92   330 -238
1,466   1,693 -227
3,227   1,901 1,326
309   307 2
1,340   1,177 163
2,821   2,762 59
877   982 -105
634   551 83
3,307   549 2,758
306   329 -23
2,257   2,281 -24
2,141   1,862 279
1,198   597 601
210   181 29
1,052   877 175
1,560   1,776 -216
4,004   4,198 -194
1,371   1,891 -520
238   244 -6
1,427   1,531 -104
761   628 133
1,991   2,767 -776
224   228 -4
1,491   1,907 -416
3,131   1,539 1,592
1,166   1,143 23
19,738   19,961 -223
388   398 -10
5,199   3,878 1,321
8,836   5,586 3,250
3,728   3,800 -72
8,774   9,223 -449
791   809 -18
15,965   12,195 3,770
1,956   2,052 -96
168   243 -75
1,123   1,673 -550
680   690 -10
3,016   285 2,731
3,369   24 3,345
1,088   827 261
3,382   1,724 1,658
1,502   1,583 -81
566   658 -92
720   982 -262
1,060   1,138 -78
359   390 -31
2,064   1,004 1,060
3,700   2,654 1,046
3,777   2,586 1,191
1,420   1,701 -281
1,027   1,209 -182
857   683 174
1,634   1,058 576
5,157   4,317 840
2,119   1,950 169
525   859 -334
458   444 14
1,117   893 224
2,312   2,284 28
1,109   1,337 -228
443   621 -178
1,043   1,450 -407
1,697   1,430 267
1,111   948 163
506   513 -7
2,866   2,642 224
981   863 118
968   971 -3
411   485 -74
1,917   1,269 648
2,650   18 2,632
2,162   1,816 346
976   278 698
27   28 -1
3,215   3,673 -458
518   490 28
4,252   4,612 -360
1,588   1,671 -83
1,112   800 312
2,500   2,885 -385
475   464 11
1,426   1,372 54
2,269   2,526 -257
1,434   1,770 -336
687   1,013 -326
350   344 6
3,331   3,029 302
1,037   863 174
2,059   2,616 -557
902   920 -18
2,562   2,679 -117
3,366   3,558 -192
15,706   17,316 -1,610
4,469   5,234 -765
51,340   52,958 -1,618
689   1,226 -537
119,523   124,018 -4,495
14,248   14,164 84
206   202 4
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
      724
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,902
b       146
c       2,166
d       -5,391
e       605
      875
      106
      148
      223
      1,142
      828
      332
      763
      147
      232
      626
      1,435
      -11
      -50
      461
      709
      30
      11
      243
      -5
      -366
      264
      2,000
      172
      68
      -93
      -34
      -367
      533
      -959
      19
      -16
      -43
      -6
      269
      171
      78
      819
      66
      1,020
      173
      14
      226
      -67
      -4
      474
      139
      509
      4,003
      -285
      -78
      1,697
      737
      162
      18
      -181
      436
      329
      146
      740
      1
      15
      -34
      959
      1,236
       
      74
      -2
      12
      4,184
      84
      -122
      183
      3,155
      235
      -233
      -118
      -349
      -238
      -227
      1,326
      2
      163
      59
      -105
      83
      2,758
      -23
      -24
      279
      601
      29
      175
      -216
      -194
      -520
      -6
      -104
      133
      -776
      -4
      -416
      1,592
      23
      -223
      -10
      1,321
      3,250
      -72
      -449
      -18
      3,770
      -96
      -75
      -550
      -10
      2,731
      3,345
      261
      1,658
      -81
      -92
      -262
      -78
      -31
      1,060
      1,046
      1,191
      -281
      -182
      174
      576
      840
      169
      -334
      14
      224
      28
      -228
      -178
      -407
      267
      163
      -7
      224
      118
      -3
      -74
      648
      2,632
      346
      698
      -1
      -458
      28
      -360
      -83
      312
      -385
      11
      54
      -257
      -336
      -326
      6
      302
      174
      -557
      -18
      -117
      -192
      -1,610
      -765
      -1,618
      -537
      -4,495
      84
      4
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 47,703
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 850
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........................... 3 850
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- ..... 5 850
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 120
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 120
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.......right arrow 9 730
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowHANCOCK WHITNEY BANK Telephone no.right arrow (504) 599-2191

Located atright arrow701 POYDRAS ST STE 3100NEW ORLEANSLA ZIP+4right arrow701397727
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
HANCOCK WHITNEY BANK TRUSTEE
1 		14,055    
701 POYDRAS ST STE 3100
NEW ORLEANS,LA701397727
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
931,198
b
Average of monthly cash balances.......................
1b
45,719
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
976,917
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
976,917
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,654
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
962,263
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
48,113
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
48,113
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
850
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
850
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
47,263
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
47,263
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
47,263
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
50,536
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
50,536
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 47,263
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 45,972
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 50,536
a Applied to 2022, but not more than line 2a 45,972
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 2023 distributable amount..... 4,564
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		42,699
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

UNITED WAY OF BEAUMONT
& NORTH JEFFERSON COUNTY
ATTN KARYN HUSBANDS
BEAUMONT,TX77701 		NONE PC GENERAL OPERATING 45,972
Total .................................right arrow 3a 45,972
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 23,555  
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 47,703  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECTION 897 GAIN 		    1 20  
bFEDERAL TAX REFUND     1 765  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   72,043  
13Total. Add line 12, columns (b), (d), and (e)..................
13
72,043
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2023 InvestmentsOtherSchedule2
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 789,313 969,106

TY 2023 OtherDecreasesSchedule
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Description Amount
MUTUAL FUND TIMING DIFFERENCE 285


TY 2023 OtherIncomeSchedule2
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 20 20  
FEDERAL TAX REFUND 765 765  


TY 2023 OtherIncreasesSchedule
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Description Amount
RETURN OF CAPITAL ADJUSTMENT 46


TY 2023 TaxesSchedule
Name:
BEAUMONT COMMUNITY CHEST TRUST 372
EIN:
74-6059991
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1 1   0
FOREIGN TAXES ON QUALIFIED FOR 241 241   0
FOREIGN TAXES ON NONQUALIFIED 134 134   0