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
ARLENE & JOSEPH MERAUX CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)5128 E ST BERNARD HWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VIOLET, LA70092
A Employer identification number

72-1400981
B Telephone number (see instructions)

(504) 279-6559
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$100,462,270J 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 33,084 33,084  
4 Dividends and interest from securities... 1,386,407 1,386,407  
5a Gross rents............ 1,598,703 1,598,703  
b Net rental income or (loss) 1,598,703
6a Net gain or (loss) from sale of assets not on line 10 1,228,559
b Gross sales price for all assets on line 6a 4,468,705
7 Capital gain net income (from Part IV, line 2)... 1,228,559
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
419,967 89,405  
12 Total. Add lines 1 through 11........ 4,666,720 4,336,158  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 525,828 107,585   418,243
14 Other employee salaries and wages...... 358,913 89,364   269,549
15 Pension plans, employee benefits....... 48,053 9,833   38,200
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
412,940 93,995   318,945
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
133,816 27,541   106,275
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,227 9,227   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
289,627 66,538   53,099
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
226,343 114,383  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,070 0   1,070
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,117,769 524,842   592,517
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,123,586 1,043,308   1,797,898
25 Contributions, gifts, grants paid....... 2,598,286 2,598,286
26 Total expenses and disbursements. Add lines 24 and 25 5,721,872 1,043,308   4,396,184
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,055,152
b Net investment income (if negative, enter -0-) 3,292,850
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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 3,414,625 1,599,715 1,599,715
3 Accounts receivable right arrow767,714
Less: allowance for doubtful accounts right arrow   668,924 767,714 767,714
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 arrow        
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)....... 59,451,854 Click to see attachment
List of Attached Documents:
// Content
60,329,134 		59,080,511
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow7,745,628
Less: accumulated depreciation (attach schedule) right arrow1,307,706 6,402,637 Click to see attachment
List of Attached Documents:
// Content
6,437,922 		9,574,235
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,557,782 Click to see attachment
List of Attached Documents:
// Content
14,557,782 		18,001,054
14 Land, buildings, and equipment: basis right arrow11,384,717
Less: accumulated depreciation (attach schedule) right arrow1,101,887 10,359,855 Click to see attachment
List of Attached Documents:
// Content
10,282,830 		10,870,688
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
438,138 		Click to see attachment
List of Attached Documents:
// Content
438,138 		Click to see attachment
List of Attached Documents:
// Content
568,353
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 95,293,815 94,413,235 100,462,270
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 107,871 107,871
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
142,130 		Click to see attachment
List of Attached Documents:
// Content
118,115
23 Total liabilities (add lines 17 through 22)......... 250,001 225,986
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........ 95,043,814 94,187,249
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)..... 95,043,814 94,187,249
30 Total liabilities and net assets/fund balances (see instructions). 95,293,815 94,413,235
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
95,043,814
2
Enter amount from Part I, line 27a .....................
2
-1,055,152
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
198,587
4
Add lines 1, 2, and 3 ..........................
4
94,187,249
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,187,249
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 EDWARD JONES P    
b EDWARD JONES P    
c CHARLES SCHWAB P    
d FIDELITY INVESTMENTS P    
e FIDELITY INVESTMENTS P    
NORTHWESTERN MUTUAL P    
NORTHWESTERN MUTUAL P    
EDWARD JONES P    
SALE 17405 HWY 15,DAVANT,LA P    
LOT 30F, G, HO HOPEDALE HWY P    
SALE LOT 20-E HOPEDALE #3 P    
SALE LOT 30-I HOPEDALE #3 P    
LOT 30-J HOPEDALE #3 P    
SALE LOT 20-F HOPEDALE #3 P    
SALE LOT 20-D HOPEDALE #3 P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,848   11,232 -384
b 529,506   517,162 12,344
c 101,000   112,751 -11,751
d 74,402   71,982 2,420
e 1,443,772   984,069 459,703
11,822   17,771 -5,949
512,287   770,084 -257,797
750,000   750,000 0
61,000   3,845 57,155
237,000   250 236,750
115,000   200 114,800
55,000   200 54,800
55,000   200 54,800
55,000   200 54,800
115,000   200 114,800
342,068     342,068
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       -384
b       12,344
c       -11,751
d       2,420
e       459,703
      -5,949
      -257,797
      0
      57,155
      236,750
      114,800
      54,800
      54,800
      54,800
      114,800
      342,068
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 1,228,559
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 45,771
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 45,771
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 45,771
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 227,225
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.............. 7 227,225
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 181,454
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow181,454 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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowLA
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
Yes
 
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 arrowWWW.MERAUXFOUNDATION.ORG
14
The books are in care ofright arrowRITA GUE Telephone no.right arrow (504) 279-6559

Located atright arrow5128 E ST BERNARD HWYVIOLETLA ZIP+4right arrow70092
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
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
RITA GUE PRESIDENT/CHAIRWOMAN
35.00 		150,000 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
FLOYD GUE SENIOR VICE-PRESIDENT
35.00 		125,000 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
SIDNEY D TORRES III SECRETARY
25.00 		0 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
ERICA BECK RECORDING SECRETARY
25.00 		0 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
WILLIAM HAINES VICE-PRESIDENT
40.00 		125,414 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
CHRISTOPHER HAINES TREASURER
40.00 		125,414 0 0
5128 E ST BERNARD HWY
VIOLET,LA70092
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
LAW OFFICES OF SIDNEY D TORRES III LEGAL AND CONSULTING SERVICES 180,000
8301 WEST JUDGE PEREZ DR SUITE 303
CHALMETTE,LA70043
ERICA N BECK LEGAL AND CONSULTING SERVICES 91,000
8301 WEST JUDGE PEREZ DR SUITE 303
CHALMETTE,LA70043
RAGUSA CONSULTING CONSULTING SERVICES 67,000
2130 JEFFERSON AVE
NEW ORLEANS,LA70115
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 PART IX-A, LINE 1DOCVILLE FARM AND ART PROJECT CHARITABLE ACTIVITIES:TO ADVANCE ITS MISSION, THE MERAUX FOUNDATION DEDICATED A LARGE PORTION OF THE HISTORIC DOCVILLE PROPERTY AS A CULTURAL AND EDUCATIONAL CENTER. IN ADDITION TO HOSTING TENS OF THOUSANDS OF PEOPLE AT SCORES OF COMMUNITY EVENTS, MEETINGS, AND WORKSHOPS THROUGHOUT THE YEAR, DOCVILLE FARM ALSO SERVES AS A BASE OF OPERATIONS FOR THE MERAUX FOUNDATION'S CHARITABLE PROGRAMS AND INITIATIVES.THE ST. CLAUDE ART PARK AND THE ARTIFY ARTIST CENTER PROGRAM WERE IMPLEMENTED BY THE FOUNDATION TO ENHANCE THE ARTS IN ST. BERNARD PARISH AND DEDICATED TO THE DEVELOPMENT, SUPPORT, AND ENHANCEMENT OF THE ARTS. THE PROGRAM'S GOAL IS TO MAGNIFY THE PRODUCTION, VIEWING, AND EDUCATIONAL ASPECTS OF CREATIVE ARTS IN THE AREA AND TO ENHANCE CREATIVE ENDEAVORS BY PROVIDING A PLACE FOR ARTISTS TO GATHER AND SHOW THEIR WORKS TO HOLD PUBLIC ART DEMONSTRATIONS AND CONCERTS WITH EDUCATIONAL, LITERARY, AND ARTISTIC USE; AND TO BEAUTIFY THE PARISH. 1,797,898
2 PART IX-A, LINE 2COMMUNITY CONTRIBUTION:THE MERAUX FOUNDATION DONATED $2,416,786 TO VARIOUS 501(C)3 ORGANIZATIONS TO ADVANCE ITS MISSION OF IMPROVING THE QUALITY OF LIFE IN ST. BERNARD PARISH. 2,416,786
3 PART IX-A, LINE 3SCHOLARSHIP PROGRAM: EACH YEAR, THE MERAUX FOUNDATION AWARDS AROUND 60 SCHOLARSHIPS TO ST. BERNARD PARISH PUBLIC HIGH SCHOOL GRADUATES. SELECTED BY AN INDEPENDENT COMMITTEE OF EDUCATORS, 50 STUDENTS RECEIVE SCHOLARSHIPS FOR ACADEMIC ACHIEVEMENT, FOUR FOR ARTISTIC ACCOMPLISHMENT, AND SIX FOR CAREER TECHNICAL EDUCATION. TO DATE, THE FOUNDATION HAS AWARDED SOME 840 SCHOLARSHIPS. 181,500
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 arrow0
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
49,801,086
b
Average of monthly cash balances.......................
1b
2,181,539
c
Fair market value of all other assets (see instructions)................
1c
37,493,913
d
Total (add lines 1a, b, and c).........................
1d
89,476,538
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
89,476,538
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,342,148
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,134,390
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,406,720
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,406,720
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
45,771
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
45,546
c
Add lines 2a and 2b............................
2c
91,317
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,315,403
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,315,403
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,315,403
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
4,396,184
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,396,184
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 4,315,403
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 1,056,508
e From 2022......  
f Total of lines 3a through e ........ 1,056,508
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,396,184
a Applied to 2022, but not more than line 2a 0
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..... 4,315,403
e Remaining amount distributed out of corpus 80,781
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 1,137,289
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 .......... 		0
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 ...... 		1,137,289
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 1,056,508
d Excess from 2022....  
e Excess from 2023.... 80,781
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 e-mail address of the person to whom applications should be addressed:
RITA O GUE
5128 E ST BERNARD HWY
VIOLET,LA70092
(504) 279-6559
INFO@MERAUXFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN REQUEST STATING PURPOSE, NAME OF ORGANIZATION, PERSON TO CONTACT AND AMOUNT OF REQUEST. GRANT APPLICATION AVAILABLE UPON REQUEST.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARD 60 SCHOLARSHIP GRADUATES FROM ST. BERNARD PARISH PUBLIC SCHOOL
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

CAPTAIN JIMMY AND FRIENDS CHARITIES

145 TERRY D
SLIDELL,LA70458 		NONE PC DONATION 3,000

CASA NEW ORLEANS

1340 POYDRAS ST 2120
NEW ORLEANS,LA70112 		NONE PC DONATION 50,000

CHALMETTE HIGH SCHOOL

1100 EAST JUDGE PEREZ DRIVE
CHALMETTE,LA70043 		NONE GOV SUPPORT THE PERFORMING ARTS ACADEMY 7,318

CHALMETTE TRACK CLUB

2909 GOLDEN DR
CHALMETTE,LA70043 		NONE PC DONATION 2,500

CHILDREN'S HOSPITAL

200 HENRY CLAY AVE
NEW ORLEANS,LA70118 		NONE PC DONATION 5,000

COALITION TO RESTORE COASTAL LOUISIANA

1110 S RIVER RD
BATON ROUGE,LA70802 		NONE PC DONATION 550

COMMUNITY CENTER OF ST BERNARD

PO BOX 1307
CHALMETTE,LA70044 		NONE PC DONATION 90,000

EDUCATIONAL BROADCASTING FOUNDATION INC

PO BOX 792497
NEW ORLEANS,LA70179 		NONE PC DONATION 50,000

FRIENDS OF THE BATTLE OF NEW ORLEANS

2413 PELITERE DRIVE
CHALMETTE,LA70043 		NONE PC DONATION 10,000

GOAT IN THE ROAD PRODUCTIONS

609 SAINT FERDINAND ST
NEW ORLEANS,LA70117 		NONE PC DONATION 57,099

GREATER NEW ORLEANS FOUNDATION

1055 ST CHARLES AVE
NEW ORLEANS,LA70130 		NONE PC DONATION 22,600

HAMLINE UNIVERSITY

1536 HEWITT AVE
SAINT PAUL,MN55104 		NONE PC DONATION 39,782

INTERLOCHEN CENTER FOR THE ARTS

4000 J MADDY PKWY
INTERLOCHEN,MI49643 		NONE PC DONATION 40,000

IRENE CAMPBELL FOUNDATION

2216 DELTA QUEEN DRIVE VIOLET LN
VIOLET,LA70092 		NONE PC DONATION 315

KNIGHTS OF THE NEMESIS SOCIAL CLUB

409 AYCOCK ST
ARABI,LA70032 		NONE NC DONATION 10,000

LOS ISLENOS HERITAGE & CULTURAL SOCIETY

1345 BAYOU RD
ST BERNARD,LA70085 		NONE PC DONATION 11,000

LOUISIANA CRAWFISH FEST FOUNDATION

PO BOX 651
CHALMETTE,LA70044 		NONE PC DONATION 5,000

LOUISIANA STATE UNIVERSITY

3838 W LAKESHORE DR
BATON ROUGE,LA70808 		NONE GOV DONATION 41,669

NATIONAL FOOD & BEVERAGE FOUNDATION

1504 ORETHA CASTLE HALEY BLVD
NEW ORLEANS,LA70113 		NONE PC DONATION 5,000

NEW ORLEANS REGIONAL LEADERSHIP INSTITUTE

900 CAMP ST
NEW HAVEN,LA70130 		NONE PC DONATION 2,500

NOCCA INSTITUTE

2800 CHARTRES ST
NEW ORLEANS,LA70117 		NONE PC DONATION 2,330

NOLA TREE PROJECT

5701 CANAL BLVD
NEW ORLEANS,LA70124 		NONE PC DONATION 12,000

NUNEZ COMMUNITY COLLEGE FOUNDATION

3710 PARIS RD
CHALMETTE,LA70043 		NONE PC DONATION 27,773

OLD ARABI NEIGHBORHOOD ASSOCIATION

427 ANGELA AVE
ARABI,LA70032 		NONE PC DONATION 5,000

PRESCRIPTION JOY

PO BOX 19983
NEW ORLEANS,LA70179 		NONE PC DONATION 550

RAPHAEL VILLAGE

500 SORAPARU ST
NEW ORLEANS,LA70130 		NONE PC DONATION 5,000

SAVE LOUISIANA COALITION INC

3017 DEBOUCHEL BLVD
MERAUX,LA70075 		NONE PC DONATION 750
SCHOLARSHIPS


1100 E JUDGE PEREZ DR
NEW ORLEANS,LA70043 		NONE I EDUCATION FUNDING 181,500

ST BERNARD AUTISM AWARENESS KREWE

5665 HWY 39
BRAITHWAITE,LA70040 		NONE PC DONATION 5,000

ST BERNARD ECONOMIC DEVELOPMENT FOUNDATION

100 PORT BLVD SUITE 10
CHALMETTE,LA70043 		NONE PC DONATION 20,000

ST BERNARD PARISH RESERVE DEPUTY FUND

COURTHOUSE SQUARE
CHALMETTE,LA70043 		NONE PC DONATION 2,500

ST BERNARD CHAMBER OF COMMERCE FOUNDATION

100 PORT BOULEVARD
CHALMETTE,LA70043 		NONE PF DONATION 1,500

ST BERNARD COUNCIL ON AGING

PO BOX 1725
CHALMETTE,LA70044 		NONE GOV DONATION 16,588

ST BERNARD PARISH GOVERNMENT

8201 W JUDGE PEREZ DR
CHALMETTE,LA70043 		NONE GOV DONATION 1,505,250

ST BERNARD PARISH JUVENILE DRUG COURT

1101 W ST BERNARD HWY
CHALMETTE,LA70043 		NONE GOV DONATION 2,500

ST BERNARD RECOVERY AWARENESS

PO BOX 723
CHALMETTE,LA70044 		NONE PC DONATION 3,000

ST BERNARD SCHOOL BOARD

200 EAST SAINT BERNARD HWY
CHALMETTE,LA70043 		NONE GOV DONATION 7,341

THE COMPANY A ST BERNARD COMMUNITY THEATRE

2000 PARIS RD
CHALMETTE,LA70043 		NONE PC DONATION 10,000

THE COMPASSIONATE FRIENDS INC

900 JORIE BLVD STE 78
OAK BROOK,IL60523 		NONE PC DONATION 1,000

THE SPIRIT OF ST BERNARD FOUNDATION

PO BOX 212
ARABI,LA70032 		NONE PC DONATION 2,000

UNIVERSITY OF NEW ORLEANS FOUNDATION INC

2021 LAKESHORE DRIVE SUITE 420
NEW ORLEANS,LA70122 		NONE PC DONATION 25,000

VOICES FOUNDATION

821 ANGELA STREET
ARABI,LA70032 		NONE PC DONATION 1,500

W SMITH JR ELEMENTARY SCHOOL

W SMITH JR ELEMENTARY SCHOOL
VIOLET,LA70092 		NONE GOV DONATION 1,000

WYES-TV - GREATER NEW ORLEANS EDUCATION TELEVISION FOUNDATION

916 NAVARRE AVE
NEW ORLEANS,LA70124 		NONE PC DONATION 125,000

CROWN GROUP FOUNDATION

2250 RUE WELLER
MANDEVILLE,LA70448 		NONE PF DONATION 4,000

FLYSPACE PERFORMING ARTS ACADEMY INC

7213 WEST JUDGE PEREZ DRIVE
ARABI,LA70032 		NONE PC DONATION 30,000

FRIENDS OF A STUDIO IN THE WOODS

13401 PATTERSON RD
NEW ORLEANS,LA70131 		NONE PC DONATION 1,000

IBERIA DEVELOPMENT FOUNDATION

101 BURKE ST
NEW IBERIA,LA70560 		NONE PF DONATION 2,500

LOUISIANA BOARD OF REGENTS

120 N THIRD ST STE 6-200
BATON ROUGE,LA70821 		NONE GOV DONATION 2,500

MIRACLE AT MANCHESTER FOUNDATION

2683 VIA DE LA VALLE STE G
DELNAR,CA92014 		NONE PC DONATION 2,000

NEW ORLEANS BLUES SOCIETY

PO BOX 792416
NEW ORLEANS,LA70119 		NONE PC DONATION 2,500

PEERS ART EXCHANGE

5117 BURGUNDY ST
NEW ORLEANS,LA70117 		NONE PC DONATION 1,500

SISTERHOOD ST BERNARD

3124 FABLE ST
MERAUX,LA70075 		NONE PC DONATION 2,500

ST BERNARD SPORTS HALL OF FAME

8246 WEST JUDGE PEREZ
CHALMETTE,LA70043 		NONE PC DONATION 6,000

STEM LIBRARY LAB

3612 ELAINE PL
NEW ORLEANS,LA70119 		NONE PC DONATION 10,000

TULANE LAW SCHOOL

6329 FRERET ST
NEW ORLEANS,LA70118 		NONE PC DONATION 1,000

DUCKS UNLIMITED INC

165 BROADWAY
NEW YORK,NY10006 		NONE PC DONATION 35,750

ST BERNARD PARISH DEPT OF COMMUNITY DEVELOPMENT

8201 W JUDGE PEREZ DR
CHALMETTE,LA70043 		NONE GOV DONATION 79,621
Total .................................right arrow 3a 2,598,286
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 33,084  
4 Dividends and interest from securities ....     14 1,386,407  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,598,703  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 202,082  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,228,559  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aS CORPORATION RENTAL INCOME LAFITTE 		531110 237,876      
bS CORPORATION INCOME FOUNDRY 310000 -19,991      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 217,885 4,448,835 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,666,720
(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:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 133,816 27,541   106,275

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

TY 2023 DepreciationSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
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 Adjusted Net Income Cost of Goods Sold Not Included
BOBCAT 2006-09-27 49,500 49,500 SL 5.000000000000 0 0    
TRAILER 2006-09-27 4,282 3,424 SL 5.000000000000 0 0    
201-03 BOURBON STREET BUILDING 2007-01-01 864,000 353,902 SL 39.000000000000 22,154 22,154    
  2009-01-01 8,374 6,700 NC 5.000000000000 0 0    
FURNITURE DOCVILLE 2009-01-01 12,259 7,004 NC 7.000000000000 0 0    
DOCVILLE BUILDING   1,835,283   NC 0 % 0 0    
DOCVILLE LAND   200,000   L   0 0    
LIVESTOCK 2008-06-30 485 405 SL 3.000000000000 0 0    
DOCVILLE BUILDING 2010-06-30 79,586   NC 0 % 0 0    
MOWER 2010-08-23 9,719 9,719 200DB 5.000000000000 0 0    
AMROC BUILDING 2014-07-01 3,926,506 855,780 SL 39.000000000000 100,680 0    
3209 E JUDGE PEREZ 2012-09-10 410,134 105,160 SL 39.000000000000 10,516 10,516    
329-31 BARONNE 2007-01-01 163,407 41,900 SL 39.000000000000 4,190 4,190    
333-35 BARONNE 2007-01-01 167,684 43,000 SL 39.000000000000 4,300 4,300    
3209 E JUDGE PEREZ 2012-09-10 102,534   L   0 0    
201-03 BOURBON STREET 2007-01-01 216,000   L   0 0    
329-31 BARONNE 2007-01-01 108,938   L   0 0    
333-35 BARONNE 2007-01-01 111,789   L   0 0    
LOT 0 10-11 SQ A-B CORNER MEHLE (TENNORBRACH) 2015-12-16 59,961   L   0 0    
6601 ST. CLAUDE AVE 2015-11-02 466,392 85,208 SL 39.000000000000 11,959 11,959    
LAND - 6601 ST CLAUDE AVE 2015-11-02 116,598   L   0 0    
6609-6611, 6617-6619 ST CLAUDE AVE 2015-08-20 161,134 31,492 NC 39.000000000000 0 0    
LAND - 6609-6619 ST CLAUDE AVE 2015-08-20 40,283   L   0 0    
6621 ST CLAUDE AVE 2015-08-20 121,001 22,884 SL 39.000000000000 3,103 3,103    
LAND-6621 ST CLAUDE AVE 2015-08-20 30,250   L   0 0    
6707 ST CLAUDE AVE 2015-09-08 346,004 64,692 SL 39.000000000000 8,872 8,872    
LAND - 6707 ST CLAUDE AVE 2015-09-08 86,501   L   0 0    
IMPROVEMENT - 6707 ST CLAUDE AVE 2015-09-08 123,500 23,093 SL 39.000000000000 3,167 3,167    
LAND- LOT D-1 N PATRICIA   516,000   L   0 0    
LAND- D-2-BN PATRICIA-COST   266,345   L   0 0    
LAND - WALMART   450   L   0 0    
IMPROVEMENT - 6621 ST. CLAUDE AVE 2016-07-01 398,064 48,269 SL 39.000000000000 5,103 5,103    
IMPROVEMENT - 6707 ST CLAUDE AVE 2016-07-01 348,979 42,317 SL 39.000000000000 4,474 4,474    
IMPROVEMENT - DOCVILLE 2017-11-01 244,485 32,129 SL 39.000000000000 6,269 0    
IMPROVEMENT - DOCVILLE 2017-12-01 28,089 3,630 SL 39.000000000000 720 0    
IMPROVEMENT - DOCVILLE 2017-12-07 167,347 21,634 SL 39.000000000000 4,291 0    
LAND - 6631 ST CLAUDE AVE 2018-09-07 141,357   L   0 0    
6601 ST. CLAUDE AVE - ROOF, GUTTERS 2020-12-01 90,000 4,712 SL 39.000000000000 2,308 2,308    
BUILDING AT 7143 ST CLAUDE AVE ARABI 2020-11-09 543,680 1,743 NC 0 % 0 0    
LAND - 7143 ST CLAUDE AVE 2020-11-09 135,920   L   0 0    
6609-6611, 6617-6619 ST CLAUDE AVE - ART PROJECT 2021-11-04 50,000   NC 39.000000000000 0 0    
IMPROVEMENT - 6707 ST. CLAUDE AVE 2021-07-16 86,490 3,234 SL 39.000000000000 2,218 2,218    
IMPROVEMENT - 6707 ST. CLAUDE AVE 2021-11-07 11,500 332 SL 39.000000000000 295 295    
BUILDING AT 7220 ST CLAUDE AVE ARABI 2021-06-15 522,976 20,674 SL 39.000000000000 13,410 13,410    
LAND - 7220 ST CLAUDE AVE 2021-06-15 130,744   L   0 0    
IMPROVEMENT - 6601 ST. CLAUDE AVE 2021-06-01 114,534 4,528 SL 39.000000000000 2,937 2,937    
IMPROVEMENT - 6601 ST. CLAUDE AVE 2022-10-11 3,250 17 SL 39.000000000000 83 83    
IMPROVEMENT - 6707 ST. CLAUDE AVE 2022-10-27 7,100 38 SL 39.000000000000 182 182    
IMPROVEMENT - 7220 ST CLAUDE AVE 2022-05-25 33,747 541 SL 39.000000000000 865 865    
IMPROVEMENT - 7143 ST CLAUDE 2022-12-21 80,859   NC 0 % 0 0    
IMPROVEMENT - 6609-6611 1 ST. CLAUDE AVE 2022-12-31 609,918   NC 0 % 0 0    
EQUIPMENT FOR DOCVILLE 2022-12-31 23,945   NC 0 % 0 0    
IMPROVEMENT - DOCVILLE 2022-07-01 98,278   NC 0 % 0 0    
IMPROVEMENT - DOCVILLE 2022-07-01 26,900   NC 0 % 0 0    
2023 CHRYSLER PACIFICA 2023-01-26 45,000   200DB 5.000000000000 8,250 8,250    
2023 HONDA PILOT 2023-06-28 59,968   200DB 5.000000000000 5,997 5,997    
AMROC BUILDING - IMPROVEMENT 2023-12-11 34,935   NC 39.000000000000 0 0    

TY 2023 InvestmentsCorpStockSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS (FIDELITY & NORTHWESTERN) 23,959,835 26,317,673
PUBLICLY TRADED STOCKS 1,497 2,492
J&A MERAUX, INC. 8,899,906 4,910,507
NEW ORLEANS SHIP BUILDING COMPANY 41,614 53,981
VIOLET CANAL, INC. 324,000 13,657
FOUNDRY 1,440 321,020
PANEL, INC. 28,325 36,743
GUARANTY CORP. 10,000 12,972
MISCELLANEOUS REALTY 8,250 10,702
MID-SOUTH LAND CORP 10,528 13,657
LAFITTE'S BLACKSMITH SHOP 241,007 437,780
CHARLES SCHWAB 12,621,146 13,845,717
EDWARD JONES 14,181,586 13,103,610

TY 2023 InvestmentsLandSchedule2
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
201-03 BOURBON STREET BUILDING 864,000 376,056 487,944  
3209 E JUDGE PEREZ 410,134 115,676 294,458  
329-31 BARONNE 163,407 46,090 117,317  
333-35 BARONNE 167,684 47,300 120,384  
3209 E JUDGE PEREZ 102,534 0 102,534  
201-03 BOURBON STREET 216,000 0 216,000  
329-31 BARONNE 108,938 0 108,938  
333-35 BARONNE 111,789 0 111,789  
LOT 0 10-11 SQ A-B CORNER MEHLE (TENNORBRACH) 59,961 0 59,961  
6601 ST. CLAUDE AVE 466,392 97,167 369,225  
LAND - 6601 ST CLAUDE AVE 116,598 0 116,598  
6621 ST CLAUDE AVE 121,001 25,987 95,014  
LAND-6621 ST CLAUDE AVE 30,250 0 30,250  
6707 ST CLAUDE AVE 346,004 73,564 272,440  
LAND - 6707 ST CLAUDE AVE 86,501 0 86,501  
IMPROVEMENT - 6707 ST CLAUDE AVE 123,500 26,260 97,240  
LAND- LOT D-1 N PATRICIA 516,000 0 516,000  
LAND- D-2-BN PATRICIA-COST 266,345 0 266,345  
LAND - WALMART 450 0 450  
IMPROVEMENT - 6621 ST. CLAUDE AVE 398,064 252,404 145,660  
IMPROVEMENT - 6707 ST CLAUDE AVE 348,979 221,281 127,698  
LAND - 6631 ST CLAUDE AVE 141,357 0 141,357  
6601 ST. CLAUDE AVE - ROOF, GUTTERS 90,000 7,020 82,980  
IMPROVEMENT - 6707 ST. CLAUDE AVE 86,490 5,452 81,038  
IMPROVEMENT - 6707 ST. CLAUDE AVE 11,500 627 10,873  
BUILDING AT 7220 ST CLAUDE AVE ARABI 522,976 34,084 488,892  
LAND - 7220 ST CLAUDE AVE 130,744 0 130,744  
IMPROVEMENT - 6601 ST. CLAUDE AVE 114,534 7,465 107,069  
IMPROVEMENT - 6601 ST. CLAUDE AVE 3,250 100 3,150  
IMPROVEMENT - 6707 ST. CLAUDE AVE 7,100 220 6,880  
IMPROVEMENT - 7220 ST CLAUDE AVE 33,747 1,406 32,341  
2023 CHRYSLER PACIFICA 45,000 8,250 36,750  
2023 HONDA PILOT 59,968 5,997 53,971  

TY 2023 InvestmentsOtherSchedule2
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
REAL ESTATE AT COST 10,419,977 12,471,448
LANDS FROM MERAUX LAND DEVELOPMENT AT COST 4,137,805 5,529,606

TY 2023 LandEtcSchedule2
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BOBCAT 49,500 49,500 0  
TRAILER 4,282 3,424 858  
  8,374 6,700 1,674  
FURNITURE DOCVILLE 12,259 7,004 5,255  
DOCVILLE BUILDING 1,835,283 0 1,835,283  
DOCVILLE LAND 200,000 0 200,000  
LIVESTOCK 485 405 80  
DOCVILLE BUILDING 79,586 0 79,586  
MOWER 9,719 9,719 0  
AMROC BUILDING 3,926,506 956,460 2,970,046  
6609-6611, 6617-6619 ST CLAUDE AVE 161,134 31,492 129,642  
LAND - 6609-6619 ST CLAUDE AVE 40,283 0 40,283  
IMPROVEMENT - DOCVILLE 244,485 38,398 206,087  
IMPROVEMENT - DOCVILLE 28,089 4,350 23,739  
IMPROVEMENT - DOCVILLE 167,347 25,925 141,422  
BUILDING AT 7143 ST CLAUDE AVE ARABI 543,680 1,743 541,937  
LAND - 7143 ST CLAUDE AVE 135,920 0 135,920  
6609-6611, 6617-6619 ST CLAUDE AVE - ART PROJECT 50,000 0 50,000  
IMPROVEMENT - 7143 ST CLAUDE 80,859 0 80,859  
IMPROVEMENT - 6609-6611 1 ST. CLAUDE AVE 609,918 0 609,918  
EQUIPMENT FOR DOCVILLE 23,945 0 23,945  
IMPROVEMENT - DOCVILLE 98,278 0 98,278  
IMPROVEMENT - DOCVILLE 26,900 0 26,900  
AMROC BUILDING - IMPROVEMENT 34,935 0 34,935  


TY 2023 LegalFeesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & PROFESSIONAL FEES 412,940 93,995   318,945


TY 2023 OtherAssetsSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ANTIQUES AND COLLECTIBLES 438,138 438,138 568,353


TY 2023 OtherExpensesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 18,968 4,193   14,775
INSURANCE 343,856 70,012   273,844
OTHER PAYROLL EXPENSES 33,100 6,773   26,327
TRASH REMOVAL 1,924 1,924   0
EQUIPMENT AND PROPERTY IMPROVEMENT FOR CHARITABLE PURPOSES 34,935 0   34,935
PAYROLL PROCESSING FEES 7,302 1,494   5,808
SETTLEMENT CHARGES 8,495 5,632   2,863
LANDSCAPING 14,100 14,100   0
BANK CHARGES 2,732 2,732   0
UTILITIES 15,318 15,318   0
ANNUAL REPORT 130 98   32
AUTO EXPENSES 7,976 1,578   6,398
MEAL AND ENTERTAINMENT (50%) 5,821 410   5,001
MISCELLANEOUS EXPENSES 9,763 2,946   6,817
INVESTMENT FEES 357,334 357,334   0
SUPPLIES 451 42   409
DOCVILLE MAINT REPAIRS SUPPLIES 188,433 0   188,433
REPAIR AND MAINTENANCE 35,812 27,206   8,606
COASTAL RESTORATION 8,732 0   8,732
PEST CONTROL 1,823 1,823   0
REIMBURSEMENT 7,167 6,718   449
SUBSCRIPTIONS 774 110   664
EQUIPMENT 2,232 2,232   0
401K ADMINISTRATION FEES 9,839 2,013   7,826
POSTAGE 752 154   598


TY 2023 OtherIncomeSchedule2
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTIES 7,024 7,024 7,024
MISCELLANEOUS 6,499 6,499 6,499
QUIT CLAIM/SALES OF LAND 75,882 75,882 75,882
IRS REFUND 100,000 0 100,000
NONDIVIDEND DISTRIBUTIONS 12,677 0 12,677
S CORPORATION RENTAL INCOME LAFITTE 237,876   237,876
S CORPORATION INCOME FOUNDRY -19,991   -19,991


TY 2023 OtherIncreasesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Description Amount
ADJUSTMENT 198,587


TY 2023 OtherLiabilitiesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Description Beginning of Year - Book Value End of Year - Book Value
J&A MERAUX 45,000 115,000
OTHER LIABILITIES 94,430 415
TENANT DEPOSIT 2,700 2,700


TY 2023 OtherProfessionalFeesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEE 9,227 9,227   0


TY 2023 TaxesSchedule
Name:
ARLENE & JOSEPH MERAUX CHARITABLE
 
FOUNDATION INC
EIN:
72-1400981
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 68,760 15,661   53,099
FEDERAL AND STATE TAXES 169,990 0   0
PROPERTY TAXES 42,902 42,902   0
FOREIGN TAX - INVESTMENT 7,975 7,975   0