| Identifier | Return Reference | Explanation |
|---|---|---|
| GRANT MAKING PROCEDURES | FORM 990-PF, PART XV, LINE 2B | 1. APPLICATIONS OR GRANTS MAY BE ACCEPTED FROM ANY PUBLIC CHARITY OR EXEMPT OPERATING FOUNDATION.2. GRANT APPLICATIONS FROM POTENTIAL GRANTEES SHALL INCLUDE THE INFORMATION NECESSARY FOR THE BOARD OF DIRECTORS OF THE FOUNDATION TO MAKE A DETERMINATION AS TO WHETHER MAKING THE REQUESTED GRANT FURTHERS THE EXEMPT PURPOSES OF THE FOUNDATION. SUCH INFORMATION MAY INCLUDE THE FOLLOWING: A. THE FORMAL NAME OF THE ORGANIZATION REQUESTING THE GRANT. B. A BRIEF DESCRIPTION OF THE HISTORY AND PURPOSES OF THE APPLICANT ORGANIZATION, INCLUDING THE ISSUES THAT THE ORGANIZATION WORKS TO ADDRESS, THE CURRENT PROGRAMS AND ACCOMPLISHMENTS OF THE ORGANIZATION, THE POPULATION REACHED BY THE AGENCY, AN OVERVIEW OF THE STRUCTURE OF THE ORGANIZATION, INCLUDING BOARD, STAFF AND VOLUNTEER INVOLVEMENT AND THE ORGANIZATION'S FORMAL AND INFORMAL RELATIONSHIPS WITH OTHER ORGANIZATIONS WORKING TO MEET THE SAME NEEDS OR PROVIDING SIMILAR SERVICES. C. THE ADDRESS AND TELEPHONE NUMBER OF THE APPLICANT ORGANIZATION. D. THE NAME AND TITLE OF THE INDIVIDUAL PERSON RESPONSIBLE FOR THE GRANT APPLICATION. E. THE AMOUNT OF THE GRANT REQUESTED. F. THE PERIOD FOR WHICH THE GRANT IS REQUESTED. G. THE PURPOSE FOR WHICH THE GRANT IS REQUESTED. IF THE GRANT IS FOR GENERAL OPERATING SUPPORT, A BRIEF DESCRIPTION OF THE USE OF THE GRANT. IF THE GRANT IS FOR A SPECIFIC PROGRAM OR PROJECT, A DESCRIPTION OF THE PRIMARY PURPOSE OF THE PROGRAM OR PROJECT AND THE ISSUE THAT THE ORGANIZATION IS SEEKING TO ADDRESS. IN THE DESCRIPTION, THE ORGANIZATION SHOULD INCLUDE THE POPULATION THAT IT PLANS TO REACH AND HOW THE PARTICIPANTS WILL BE INVOLVED IN THE PROGRAM OR PROJECT AND HOW THEY WILL BENEFIT FROM THE PROGRAM OR PROJECT. THE ORGANIZATION SHOULD PROVIDE THE NAMES AND QUALIFICATIONS OF ANY INDIVIDUALS WHO WILL DIRECT THE PROGRAM OR PROJECT, IF THIS INFORMATION IS KNOWN. THE ORGANIZATION SHOULD PROVIDE THE ANTICIPATED LENGTH OF THE PROJECT OR PROGRAM AND A TIMELINE FOR THE PROGRAM OR PROJECT. THE ORGANIZATION SHOULD DESCRIBE HOW THE PROGRAM OR PROJECT CONTRIBUTES TO ITS OVERALL MISSION AND HOW IT WILL BENEFIT THE COMMUNITY. THE ORGANIZATION SHOULD DESCRIBE ANY COLLABORATION WITH OTHER GROUPS. H. THE APPLICANT ORGANIZATION SHOULD DESCRIBE ITS CRITERIA FOR A SUCCESSFUL PROGRAM, THE RESULTS IT EXPECTS TO ACHIEVE BY THE END OF THE FUNDING PERIOD, ITS PLANS FOR FUTURE FUNDING, AND HOW EVALUATION RESULTS WILL BE USED AND/OR DISSEMINATED. I. A COPY OF THE MOST RECENT IRS DETERMINATION LETTER ISSUED TO THE APPLICANT ORGANIZATION. J. A COPY OF THE APPLICANT ORGANIZATION'S MOST-RECENTLY FILED IRS FORM 990, IF NECESSARY, COPIES OF THE LAST FOUR YEARS OF IRS FORMS 990. K. A COPY OF THE APPLICANT ORGANIZATION'S BUDGET FOR THE CURRENT YEAR AND THE YEAR(S) FOR WHICH THE GRANT IS REQUESTED, INCLUDING A SPECIFIC BUDGET FOR THE PROJECT OR PROGRAM, IF APPLICABLE. THE BUDGET FOR THE PROGRAM OR PROJECT SHOULD INCLUDE THE KEY STAFF POSITIONS SEPARATELY WITH THE PERCENT OF TIME SPENT ON THIS PROJECT. L. IDENTIFICATION OF OTHER PUBLIC OR PRIVATE ORGANIZATIONS THAT HAVE BEEN SOLICITED FOR THE SAME PURPOSE OR PROJECT. M. NAMES, POSITIONS AND AFFILIATIONS OF OFFICERS AND MEMBERS OF THE GOVERNING BODY OF THE APPLICANT ORGANIZATION. INCLUDE THE CRITERIA FOR BOARD SELECTION. ALSO INCLUDE ONE-PARAGRAPH RESUMES OF KEY ORGANIZATIONAL STAFF, INCLUDING ANY KEY STAFF FOR THE PROJECT OR PROGRAM. N. CERTIFICATION BY THE APPLICANT OF ITS CONTINUING 501(C)(3) STATUS AND, WHERE APPROPRIATE, SECTION 509(A)(1), (2) OR (3) CLASSIFICATION.3. A MEMBER OR REPRESENTATIVE OF THE FOUNDATION SHALL MAKE A PRELIMINARY REVIEW OF ALL APPLICATIONS TO ENSURE THAT ALL REQUESTED INFORMATION HAS BEEN SUBMITTED WITH THE APPLICATION. SHOULD THE APPLICATION BE INCOMPLETE IN ANY RESPECT, THE FOUNDATION SHALL CONTACT THE ORGANIZATION TO REQUEST ADDITIONAL INFORMATION, OR RETURN THE APPLICATION TO THE ORGANIZATION FOR COMPLETION.4. AFTER A COMPLETED APPLICATION IS RECEIVED BY THE FOUNDATION, ITS BOARD OF DIRECTORS SHALL CONSIDER THE APPLICATION AT ITS NEXT REGULARLY SCHEDULED MEETING, OR AT A SPECIAL MEETING CALLED FOR THE PURPOSE OF CONSIDERING SUCH APPLICATION. THE BOARD SHALL DETERMINE THAT THE ORGANIZATION IS ELIGIBLE UNDER ITS GUIDELINES TO RECEIVE A GRANT, REVIEW THE BUDGET SUBMITTED BY THE ORGANIZATION, DETERMINE WHETHER THE GRANT WOULD FURTHER THE CHARITABLE PURPOSES FOR WHICH THE FOUNDATION WAS ESTABLISHED, AND DETERMINE WHETHER THE FOUNDATION HAS SUFFICIENT FUNDS TO MAKE THE GRANT FOR THE PERIOD THAT THE GRANT IS REQUESTED.5. AFTER THE BOARD OF DIRECTORS DETERMINES TO MAKE A GRANT, A WRITTEN GRANT AGREEMENT SHOULD BE SIGNED BY ANY ORGANIZATION PRIOR TO THE DISBURSAL OF ANY FUNDS PURSUANT TO THE GRANT.6. WHEN A GRANT HAS BEEN APPROVED, IT SHALL BE ENTERED INTO A SYSTEM TO ALLOW THE FOUNDATION TO KEEP TRACK OF ITS EXPENDITURES AND THE PROGRESS OF THE GRANT.7. THE GRANTEE ORGANIZATION SHALL REPORT ON THE PROGRESS OF ITS USE OF THE GRANT AS SOON AS PRACTICAL AFTER THE CLOSE OF ITS FISCAL YEAR IN ANY YEAR IN WHICH THE GRANT HAS NOT YET BEEN FULLY EXPENDED AND IN THE YEAR IN WHICH THE GRANT HAS BEEN FULLY EXPENDED. THIS PROGRESS REPORT SHALL INCLUDE ALL OF THE INFORMATION NECESSARY FOR THE FOUNDATION TO FULFILL ITS REPORTING REQUIREMENTS TO THE IRS.8. THE BOARD OF DIRECTORS SHALL ATTEMPT TO REVIEW APPLICATIONS ON A QUARTERLY CYCLE AND SHALL RESPOND TO ALL GRANT REQUESTS.9. THE BOARD OF DIRECTORS MAY APPROVE MULTI-YEAR GRANTS. HOWEVER, SUCH GRANTS SHALL BE CONDITIONED UPON SATISFACTION AND COMPLIANCE WITH ALL OF THE TERMS OF THE GRANT AND THE AVAILABILITY OF FUNDS.10. THE FOUNDATION SHALL PRIMARILY FOCUS ON ISSUING GRANTS TO ORGANIZATIONS WITH SIGNIFICANT OPERATIONS WITHIN THE STATE OF LOUISIANA.11. AT ITS ANNUAL MEETING THE BOARD OF DIRECTORS SHALL EVALUATE AND REVIEW GRANTS MADE DURING THE YEAR TO INSURE COMPLIANCE WITH THE FOUNDATION'S POLICIES AND PROCEDURES AND TO EVALUATE THE GRANT-MAKING PRACTICES OF THE FOUNDATION. |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ALLSTATE CORP DEL | 768 | 2,800 |
| ALTRIA GROUP INC | 766 | 807 |
| AMER EXPRESS COMPANY | 887 | 5,620 |
| AMGEN INC COM | 982 | 5,760 |
| AMPHENOL CORP CL A NEW | 590 | 23,296 |
| CHEVRON CORP | 820 | 2,983 |
| CONONCOPHILLIPS | 820 | 4,643 |
| EVEREST RE GROUP | 1,761 | 2,121 |
| EXXON MOBIL | 1,728 | 1,900 |
| FEDEX CORP DELAWARE COM | 435 | 2,530 |
| FORD MOTOR | 1,938 | 1,719 |
| GENL DYNAMICS CORP COM | 1,996 | 10,387 |
| HESS | 1,712 | 2,162 |
| HOME DEPOT INC | 1,584 | 13,862 |
| MICROSOFT CORP | 1,499 | 15,042 |
| NORTHROP GRUMMAN | 1,827 | 1,873 |
| PEPSICO INC | 1,444 | 5,095 |
| PHILLIPS 66 SHS | 258 | 2,663 |
| PROCTOR & GAMBLE CO | 761 | 2,931 |
| PRUDENTIAL | 1,909 | 1,841 |
| ROSS STORES INC COM | 731 | 18,683 |
| AT & T | 2,026 | 2,131 |
| CVS HEALTH CORP | 2,012 | 2,290 |
| GENUINE PARTS CO | 2,096 | 1,801 |
| GOLDMAN SACH'S GROUP INC | 1,582 | 1,929 |
| HONEYWELL INT'L INC | 1,684 | 1,887 |
| KEYCORP NEW COM | 2,040 | 2,909 |
| KRAFT (THE) HEINZ CO SHS | 1,656 | 1,886 |
| MCKESSON CORPORATION | 1,806 | 2,315 |
| MEDTRONIC PLC SHS | 1,886 | 1,895 |
| OLIN CORP | 2,036 | 2,104 |
| QUALCOMM INC | 1,753 | 2,314 |
| SEALED AIR CORP (NEW) | 2,034 | 1,899 |
| SIEMENS AG | 1,776 | 2,058 |
| SUNCOR ENERGY INC | 1,659 | 1,570 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BROKERAGE FEE | 1,587 | 1,587 | 0 | |
| ACCOUNTING FEES | 2,200 | 2,200 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| EXCISE TAX | 290 | 0 | 0 | |
| FOREIGN WITHHOLDINGS | 14 | 0 | 0 |