TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
Fanny Edith Winn Educational Trust

Number and street (or P.O. box number if mail is not delivered to street address)P O Drawer 730
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Crowley, LA705270730

A Employer identification number

72-6130364

B Telephone number (see instructions)

(337) 783-7000

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$4,968,934J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	174,108		174,108
5a	Gross rents............	79,000		79,000
b	Net rental income or (loss) 29,229
6a	Net gain or (loss) from sale of assets not on line 10		49,495
b	Gross sales price for all assets on line 6a 388,488
7	Capital gain net income (from Part IV, line 2)...			49,495
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	302,603		302,603
13	Compensation of officers, directors, trustees, etc.	70,500		70,500	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	12,000	0	0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	32,576	0	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,807	3,807	0
19	Depreciation (attach schedule) and depletion...	List of Attached Documents: // Content	7,621	7,621
20	Occupancy..............
21	Travel, conferences, and meetings.......	7,995		0	0
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	42,184	38,343	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	176,683		120,271	0
25	Contributions, gifts, grants paid.......	251,500			251,500
26	Total expenses and disbursements. Add lines 24 and 25	428,183		120,271	251,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-125,580
b	Net investment income (if negative, enter -0-)			182,332
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	41,029	27,785	27,785
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	2,372	4,880	4,880
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	416,670	List of Attached Documents: // Content 416,670	983,122
	c	Investments—corporate bonds (attach schedule).......	2,653,567	List of Attached Documents: // Content 2,541,169	2,566,636
	11	Investments—land, buildings, and equipment: basis 1,390,455
		Less: accumulated depreciation (attach schedule) 761,903	636,173	List of Attached Documents: // Content 628,552	1,371,257
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 15,254	List of Attached Documents: // Content 15,254	List of Attached Documents: // Content 15,254
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,765,065	3,634,310	4,968,934
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,765,065	3,634,310
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	3,765,065	3,634,310
	30	Total liabilities and net assets/fund balances (see instructions).	3,765,065	3,634,310

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,765,065

Enter amount from Part I, line 27a .....................

-125,580

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

3,639,485

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

5,175

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,634,310

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
1 a	EDWARD JONES 1591643	P
b	EDWARD JONES 1591643	P
c	EDWARD JONES 1591643	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	53,732	80,849	-27,117
b	183,511	199,969	-16,458
c	151,245	58,175	93,070
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-27,117
b			-16,458
c			93,070
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	49,495
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,534
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	2,534
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	2,534
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	4,880
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	4,880
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	4
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,342
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,342	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

TRUSTEES Telephone no. right arrow

(337) 783-7000

Located at right arrow

125 EAST HUTCHINSON AVENUECROWLEYLA ZIP+4 right arrow

705270730

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

Yes

If "Yes," list the years right arrow

2021, 20, 20, 20

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.) ..............

Yes

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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-)
STEPHAN A STEFANSKI	CO-TRUSTEE 4.00	31,500
P O BOX 730 CROWLEY,LA70527	CO-TRUSTEE 4.00	31,500
LAURA ZAUNBRECHER	CO-TRUSTEE 16.00	31,500
304 SYLVESTER DR YOUNGSVILLE,LA70592	CO-TRUSTEE 16.00	31,500
SCOTT BROUSSARD	CO-TRUSTEE 16.00	7,500
P O BOX 61400 LAFAYETTE,LA705961400	CO-TRUSTEE 16.00	7,500

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...................				0

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 arrow

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,558,442

Average of monthly cash balances.......................

32,279

Fair market value of all other assets (see instructions)................

1,319,500

Total (add lines 1a, b, and c).........................

4,910,221

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,910,221

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

73,653

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

4,836,568

Minimum investment return. Enter 5% (0.05) of line 5................

241,828

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.)

Minimum investment return from Part IX, line 6..................

241,828

Tax on investment income for 2022 from Part V, line 5.......

2,534

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,534

Distributable amount before adjustments. Subtract line 2c from line 1............

239,294

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

239,294

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

239,294

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

251,500

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

251,500

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				239,294
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			251,476
b Total for prior years:2021, 20, 20		1,057
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2023 from Part
XI, line 4: $ 251,500
a Applied to 2022, but not more than line 2a			251,476
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.....				24
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 ..........		1,057
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 ...........		1,057
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 ..........				239,270
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....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

TRUSTEES FANNY EDITH WINN EDUCATION
P O DRAWER 730
CROWLEY,LA705270730
(337) 783-7000

bThe form in which applications should be submitted and information and materials they should include:

NONE

cAny submission deadlines:

NONE DEFINED

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BLIND GRACE 6012 DESTREHAN DR BATON ROUGE,LA70820	NONE	SCHOOL	UNRESTRICTED	10,000
CARENCRO CATHOLIC SCHOOL 200 W PETER STREET CARENCRO,LA70520	NONE	SCHOOL	UNRESTRICTED	2,000
CATHERAL OF ST JOHN THE EVANGELIST 914 ST JOHN STREET LAFAYETTE,LA70501	NONE	CHURCH	UNRESTRICTED	6,000
IMMACULATE HEART OF MARY CHURCH 901 E ELM STREET CROWLEY,LA70525	NONE	CHURCH	UNRESTRICTED	6,000
LOUISIANA STATE UNIVERSITY AT ALEXANDRIA 8100 HWY 71 SOUTH ALEXANDRIA,LA71302	NONE	SCHOOL	UNRESTRICTED	2,400
LOUISIANA STATE UNIVERSITY AT EUNICE PO BOX 1129 EUNICE,LA70535	NONE	SCHOOL	UNRESTRICTED	19,800
LOUISIANA STATE UNIVERSITY 125 THOMAS BOYD HALL BATON ROUGE,LA70803	NONE	SCHOOL	UNRESTRICTED	37,200
LOUISIANA TECH UNIVERSITY PO BOX 7925 RUSTON,LA71272	NONE	SCHOOL	UNRESTRICTED	2,400
LOYOLA UNIVERSITY PO BOX 909 NEW ORLEANS,LA70118	NONE	SCHOOL	UNRESTRICTED	2,500
MCNEESE STATE UNIVERSITY pO BOX 92495 LAKE CHARLES,LA70609	NONE	SCHOOL	UNRESTRICTED	41,400
MEXICO MINISTRIES INC PO BOX 596 DENISON,TX75021	NONE	CHURCH	UNRESTRICTED	2,000
NOTRE DAME HIGH SCHOOL 910 N EASTERN AVENUE CROWLEY,LA70526	NONE	SCHOOL	UNRESTRICTED	2,000
OUR LADY OF THE LAKE CATHOLIC CHURCH 206 W CHURCH ST DELCAMBRE,LA70528	NONE	CHURCH	UNRESTRICTED	2,500
OUR LADY OF VICTORY CATHOLIC CHURCH 120 DAIGRE STREET LOREAUVILLE,LA70552	NONE	CHURCH	UNRESTRICTED	2,500
OUR LADY STAR OF THE SEA PARISH 1835 SAINT ROCH AVENUE NEW ORLEANS,LA70117	NONE	CHURCH	UNRESTRICTED	2,500
ST ALOYSIUS CHURCH 2025 STUART AVE BATON ROUGE,LA70808	NONE	CHURCH	UNRESTRICTED	2,500
ST BERNADETTE CHURCH 2717 THIRD STREET BASILE,LA70515	NONE	CHURCH	UNRESTRICTED	2,500
ST GENEVIEVE SCHOOL 1500 E WILLOW STREET LAFAYETTE,LA70501	NONE	SCHOOL	UNRESTRICTED	2,000
ST JOHN BERCHMAN CATHOLIC CHURCH 552 MAIN STREET CANKTON,LA70584	NONE	CHURCH	UNRESTRICTED	5,000
ST MICHAEL CATHOLIC CHURCH 224 W 5TH STREET CROWLEY,LA70526	NONE	CHURCH	UNRESTRICTED	15,000
ST MICHAEL SCHOOL 805 E NORTHERN AVENUE CROWLEY,LA70526	NONE	SCHOOL	UNRESTRICTED	2,000
ST PETER & PAUL CATHOLIC CHURCH PO BOX 458 SCOTT,LA70583	NONE	CHURCH	UNRESTRICTED	7,500
ST THEODORE ROMAN CATHOLIC CHURCH PO BOX 12726 LAKE CHARLES,LA70602	NONE	CHURCH	UNRESTRICTED	2,500
ST THERESA CHURCH 417 3RD STREET CROWLEY,LA70526	NONE	CHURCH	UNRESTRICTED	7,500
TEXAS A&M UNIVERSITY 400 BIZZELL ST COLLEGE STATION,TX77843	NONE	SCHOOL	UNRESTRICTED	2,400
UNIVERSITY OF LOUISIANA AT LAFAYETTE USL BOX 44050 LAFAYETTE,LA70504	NONE	SCHOOL	UNRESTRICTED	56,600
UNIVERSITY OF LOUISIANA AT MONROE 700 UNIVERSITY AVE MONROE,LA71209	NONE	SCHOOL	UNRESTRICTED	4,800
Total ................................. 3a				251,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
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	174,108
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	29,229
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			14	49,495
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		252,832	0

13Total. Add line 12, columns (b), (d), and (e)..................

252,832

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	32,576	0		0

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income
TENANT HOUSE	1989-07-01	12,000	12,000	SL	27.500000000000	0	0
IRRIGATION SYSTEM	1989-07-01	9,973	9,973	200DB	7.000000000000	0	0
PIPE DROP	1992-09-01	265	206	SL	7.000000000000	0	0
SEWER PLANT	1992-11-01	1,750	1,669	SL	20.000000000000	0	0
BUILDING IMPROVEMENTS	1994-09-01	24,577	24,577	SL	20.000000000000	0	0
AIR CONDITIONER	1994-09-01	1,313	1,313	150SL	15.000000000000	0	0
APPLIANCES	1994-09-01	3,925	3,925	150SL	15.000000000000	0	0
TENANT HOUSE	1989-12-01	31,079	30,511	SL	27.500000000000	0	0
OFFICE BUILDING	1989-12-01	4,856	4,771	SL	27.500000000000	0	0
BARN	1989-12-01	1,457	1,431	SL	27.500000000000	0	0
IRRIGATION SYSTEM	1989-12-01	12,752	12,748	SL	7.000000000000	0	0
FURNITURE & FIXTURES	1989-12-01	2,890	2,868	SL	10.000000000000	0	0
FURNTIURE & FIXTURES	1989-12-01	2,110	1,989	SL	11.000000000000	0	0
IRRIGATION WELL	1991-03-01	33,042	33,042	150SL	7.000000000000	0	0
WELL ENGINE	1991-04-01	10,360	10,360	150SL	7.000000000000	0	0
IRRIGATION WELL	1991-04-01	6,812	6,812	150SL	7.000000000000	0	0
ADDING MACHINE	1991-09-01	210	210	SL	10.000000000000	0	0
SHED-ENGINE	1991-12-01	1,198	1,187	SL	27.500000000000	0	0
SHED-ENGINE	1991-12-01	692	676	SL	27.500000000000	0	0
PIPE DROPS	1992-03-01	1,424	1,422	SL	10.000000000000	0	0
PIPE DROPS	1992-09-01	264	263	SL	10.000000000000	0	0
ROOF IMPROVEMENTS	1992-09-01	4,818	4,774	SL	24.500000000000	0	0
FILE CABINETS	1992-09-01	307	307	SL	10.000000000000	0	0
PIPE DROPS	1993-12-01	2,919	2,919	SL	10.000000000000	0	0
WATER WELL	1994-12-01	2,825	2,803	SL	10.000000000000	0	0
IRRIGATION SYSTEM	1995-06-01	4,127	4,078	SL	7.000000000000	0	0
IRRIGATION SYSTEM	1995-11-01	1,623	1,623	SL	7.000000000000	0	0
MOWER	1996-04-08	969	969	150SL	7.000000000000	0	0
JD MOWER	1996-07-08	6,426	6,426	SL	7.000000000000	0	0
RICE BINS	1998-07-01	239,058	239,058	SL	12.500000000000	0	0
31 IBM TYPEWRITER	1995-12-30	484	484	SL	7.000000000000	0	0
COMPUTER,PRINTER	1997-06-01	2,389	2,269	SL	5.000000000000	0	0
REFRIGERATOR	1998-06-30	518	518	SL	10.000000000000	0	0
RICE BINS	1999-07-01	48,518	48,514	SL	12.500000000000	0	0
TRACTOR	2000-04-14	15,807	15,807	SL	10.000000000000	0	0
J D BUSHHOG	2000-04-14	900	900	SL	10.000000000000	0	0
M M ENGINE	2000-06-16	6,000	6,000	SL	5.000000000000	0	0
COMPUTER	2001-01-05	1,249	1,249	SL	5.000000000000	0	0
J D TRACTOR	2001-02-10	7,681	7,679	SL	7.000000000000	0	0
SPECTRA POSITION	2002-07-01	19,475	19,475	SL	10.000000000000	0	0
TRACTOR	2002-08-01	10,623	10,623	SL	10.000000000000	0	0
BUSHHOG	2002-09-01	6,987	6,987	SL	10.000000000000	0	0
COMPUTER & PRINTER	2002-12-01	1,119	1,119	SL	5.000000000000	0	0
A/C	2003-11-30	1,369	1,369	SL	10.000000000000	0	0
DEEP WATER WELL	2004-01-03	37,595	37,595	SL	10.000000000000	0	0
WELL ENGINE - USED	2004-01-03	6,918	6,918	SL	5.000000000000	0	0
IRRIGATION SYSTEM	2004-01-14	11,969	11,969	SL	10.000000000000	0	0
SHED	2004-03-21	720	720	SL	10.000000000000	0	0
2 - 25 HOURS DRIER MOTORS	2004-03-31	7,180	7,180	SL	10.000000000000	0	0
2 - 15" DRIER VENTS	2004-03-31	245	245	SL	10.000000000000	0	0
DIRT LEVELING BLADE	2004-01-03	9,100	9,100	SL	10.000000000000	0	0
IRRIGATION SYSTEM	2004-08-31	7,708	7,708	SL	10.000000000000	0	0
EXHAUST FAN	2004-08-31	936	936	SL	10.000000000000	0	0
BUILDING IMPROVEMENTS	2005-04-30	6,148	5,424	SL	20.000000000000	307	307
IRRIGATION SYSTEM	2005-07-31	14,604	14,601	SL	10.000000000000	0	0
NEW RICE BINS	2010-07-22	103,987	64,554	SL	20.000000000000	5,199	5,199
JOHN DEERE TRACTOR	2010-06-01	10,800	10,800	SL	7.000000000000	0	0
NEW RICE BINS	2011-06-29	42,304	24,323	SL	20.000000000000	2,115	2,115
HONDA 4-WHEELER	2015-06-08	4,306	4,306	SL	5.000000000000	0	0
FARM LAND		576,795		L		0	0

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORPORATE/MUNICIPAL BONDS	2,541,169	2,566,636

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Name of Stock	End of Year Book Value	End of Year Fair Market Value
CORPORATE STOCK	416,670	983,122

- TIN:

TY 2023 InvestmentsLandSchedule2

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value
TENANT HOUSE	12,000	12,000	0
IRRIGATION SYSTEM	9,973	9,973	0
PIPE DROP	265	206	59
SEWER PLANT	1,750	1,669	81
BUILDING IMPROVEMENTS	24,577	24,577	0
AIR CONDITIONER	1,313	1,313	0
APPLIANCES	3,925	3,925	0
TENANT HOUSE	31,079	30,511	568
OFFICE BUILDING	4,856	4,771	85
BARN	1,457	1,431	26
IRRIGATION SYSTEM	12,752	12,748	4
FURNITURE & FIXTURES	2,890	2,868	22
FURNTIURE & FIXTURES	2,110	1,989	121
IRRIGATION WELL	33,042	33,042	0
WELL ENGINE	10,360	10,360	0
IRRIGATION WELL	6,812	6,812	0
ADDING MACHINE	210	210	0
SHED-ENGINE	1,198	1,187	11
SHED-ENGINE	692	676	16
PIPE DROPS	1,424	1,422	2
PIPE DROPS	264	263	1
ROOF IMPROVEMENTS	4,818	4,774	44
FILE CABINETS	307	307	0
PIPE DROPS	2,919	2,919	0
WATER WELL	2,825	2,803	22
IRRIGATION SYSTEM	4,127	4,078	49
IRRIGATION SYSTEM	1,623	1,623	0
MOWER	969	969	0
JD MOWER	6,426	6,426	0
RICE BINS	239,058	239,058	0
31 IBM TYPEWRITER	484	484	0
COMPUTER,PRINTER	2,389	2,269	120
REFRIGERATOR	518	518	0
RICE BINS	48,518	48,514	4
TRACTOR	15,807	15,807	0
J D BUSHHOG	900	900	0
M M ENGINE	6,000	6,000	0
COMPUTER	1,249	1,249	0
J D TRACTOR	7,681	7,679	2
SPECTRA POSITION	19,475	19,475	0
TRACTOR	10,623	10,623	0
BUSHHOG	6,987	6,987	0
COMPUTER & PRINTER	1,119	1,119	0
A/C	1,369	1,369	0
DEEP WATER WELL	37,595	37,595	0
WELL ENGINE - USED	6,918	6,918	0
IRRIGATION SYSTEM	11,969	11,969	0
SHED	720	720	0
2 - 25 HOURS DRIER MOTORS	7,180	7,180	0
2 - 15" DRIER VENTS	245	245	0
DIRT LEVELING BLADE	9,100	9,100	0
IRRIGATION SYSTEM	7,708	7,708	0
EXHAUST FAN	936	936	0
BUILDING IMPROVEMENTS	6,148	5,731	417
IRRIGATION SYSTEM	14,604	14,601	3
NEW RICE BINS	103,987	69,753	34,234
JOHN DEERE TRACTOR	10,800	10,800	0
NEW RICE BINS	42,304	26,438	15,866
HONDA 4-WHEELER	4,306	4,306	0
FARM LAND	576,795	0	576,795

- TIN:

TY 2023 LegalFeesSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	12,000	0		0

- TIN:

TY 2023 OtherAssetsSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
MINERAL LEASE	15,254	15,254	15,254

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Description	Amount
EXCISE TAX - 2022	5,175

- TIN:

TY 2023 OtherExpensesSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Description	Revenue and Expenses per Books	Net Investment Income
OFFICE	3,841	0
FUEL	0	0
INSURANCE	13,173	13,173
REPAIRS, MAINTENANCE	14,812	14,812
UTILITIES	1,358	1,358
CONTRACT LABOR	9,000	9,000

- TIN:

TY 2023 TaxesSchedule

Name:

Fanny Edith Winn Educational Trust

EIN:

72-6130364

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAXES	3,807	3,807		0