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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
 
Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS STREET STE 3100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727
A Employer identification number

20-7053920
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$556,548J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 14,532 14,532  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,689
b Gross sales price for all assets on line 6a 301,670
7 Capital gain net income (from Part IV, line 2)... 10,689
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 25,221 25,221  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,879 5,909   1,970
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,050 0 0 1,050
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
487 487   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
363 181   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,779 6,577 0 3,020
25 Contributions, gifts, grants paid....... 21,936 21,936
26 Total expenses and disbursements. Add lines 24 and 25 31,715 6,577 0 24,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,494
b Net investment income (if negative, enter -0-) 18,644
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 18,081 21,009 21,009
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 299,600 Click to see attachment
List of Attached Documents:
// Content
296,452 		366,300
c Investments—corporate bonds (attach schedule)....... 183,543 Click to see attachment
List of Attached Documents:
// Content
172,546 		169,239
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 501,224 490,007 556,548
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 501,224 490,007
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 501,224 490,007
30 Total liabilities and net assets/fund balances (see instructions). 501,224 490,007
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
501,224
2
Enter amount from Part I, line 27a .....................
2
-6,494
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
763
4
Add lines 1, 2, and 3 ..........................
4
495,493
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,486
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
490,007
Form 990-PF (2024)
Form 990-PF (2024)
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 170.798 BLACKROCK HIGH YIELD PORTFOLIO - INST   2018-08-01 2024-02-02
b 38.936 COHEN & STEERS GLOBAL REALTY SHARES I   2020-08-03 2024-02-02
c 447.895 FEDERATED HERMES TOTAL RETURN BOND FUND   2004-06-03 2024-02-02
d 25. BAKER HUGHES CO   2023-12-07 2024-02-07
e 10. CONOCOPHILLIPS CONOCO PHILLIPS   2022-10-11 2024-02-07
1. META PLATFORMS INC   2023-11-10 2024-02-07
9. FREEPORT-MCMORAN COPPER & GO CL B   2023-12-07 2024-02-07
45. FREEPORT-MCMORAN COPPER & GO CL B   2022-10-11 2024-02-07
3. KNIGHT-SWIFT TRANSPORTATION   2023-12-07 2024-02-07
40. KNIGHT-SWIFT TRANSPORTATION   2022-10-11 2024-02-07
8. LIVE NATION ENTERTAINMENT, INC   2023-08-10 2024-02-07
12. PENSKE AUTOMOTIVE GROUP, INC.   2023-02-08 2024-02-07
9. QUEST DIAGNOSTICS IN   2022-11-09 2024-02-07
27. SKECHERS USA INC   2023-12-07 2024-02-07
5. UNITEDHEALTH GROUP INC COM   2022-11-09 2024-02-07
35. UNUM GROUP   2023-12-07 2024-02-07
3. WEYERHAEUSER CO COM   2023-12-07 2024-02-07
44. WEYERHAEUSER CO COM   2022-10-11 2024-02-07
26. AXIS CAPITAL HOLDINGS LTD   2023-12-07 2024-02-07
12. LYONDELL BASEL INDUSTRIES NV   2023-12-07 2024-02-07
469.792 CAUSEWAY EMERGING MARKETS FUND - INST   2021-12-22 2024-03-13
71.513 COHEN & STEERS GLOBAL REALTY SHARES I   2020-08-03 2024-03-13
100.099 DFA EMERG MKTS EX CHINA CORE EQUITY   2022-06-09 2024-03-13
26.322 T ROWE PRICE INTERNATIONAL DISCOVERY - I   2021-12-16 2024-03-13
625.133 LAZARD INTERNATIONAL EQUITY PORT - INST   2024-02-02 2024-04-02
2252.176 LAZARD INTERNATIONAL EQUITY PORT - INST   2023-03-28 2024-04-02
19. CELSIUS HOLDINGS I COM NEW   2024-03-13 2024-04-16
6. APPLIED MATERIALS (AMAT) INC   2022-10-11 2024-05-08
29. CARDINAL HEALTH INC COM   2024-03-13 2024-05-08
2. CHENIERE ENERGY, INC.   2024-03-13 2024-05-08
10. CHENIERE ENERGY, INC.   2022-03-10 2024-05-08
22. COMCAST CORP NEW   2024-03-13 2024-05-08
22. COMCAST CORP NEW   2022-10-11 2024-05-08
5. FACTSET RESEARCH SYSTEMS INC   2022-10-11 2024-05-08
1. GILEAD SCIENCES INC.   2023-12-07 2024-05-08
10. GILEAD SCIENCES INC.   2022-10-11 2024-05-08
5. J P MORGAN CHASE & CO COM   2022-10-11 2024-05-08
4. PFIZER INC COM   2024-03-13 2024-05-08
28. PFIZER INC COM   2022-11-09 2024-05-08
9. STARBUCKS CORP COM   2024-03-13 2024-05-08
1. UNITEDHEALTH GROUP INC COM   2023-12-07 2024-05-08
1. UNITEDHEALTH GROUP INC COM   2020-08-03 2024-05-08
61.519 AQR DIVERSIFIED ARBITRAGE CLASS I   2022-06-30 2024-05-15
1. ADVANCED MICRO DEVICES INC COM   2024-03-13 2024-05-15
1. ALLSTATE CORP COM   2024-05-08 2024-05-15
3. ALPHABET INC INC CL A   2022-02-22 2024-05-15
2. AMAZON COM INC COM   2020-08-03 2024-05-15
1. AMERICAN EXPRESS CO   2024-03-13 2024-05-15
1. AMERISOURCEBERGEN CORP   2022-08-10 2024-05-15
7. APPLE COMPUTER INC COM   2022-10-11 2024-05-15
1. BERKLEY W R CORP COM   2024-03-13 2024-05-15
40.581 BLACKROCK DYNAMIC HIGH INCOME INSTL   2022-09-07 2024-05-15
78.236 BLACKROCK HIGH YIELD PORTFOLIO - INST   2018-08-01 2024-05-15
138.31 BLACKROCK SYST MULTI STR INST   2020-08-03 2024-05-15
1. CBOE GLOBAL MARKETS INC   2024-03-13 2024-05-15
95.862 CAUSEWAY EMERGING MARKETS FUND - INST   2021-12-22 2024-05-15
1. CELSIUS HOLDINGS I COM NEW   2023-11-10 2024-05-15
3. CISCO SYS INC COM   2023-08-10 2024-05-15
1. CLEAN HBRS INC RESTR   2024-03-13 2024-05-15
6.795 COHEN & STEERS GLOBAL REALTY SHARES I   2020-08-03 2024-05-15
29.219 COHEN & STEERS GL INFR-I   2022-10-11 2024-05-15
1. CONOCOPHILLIPS CONOCO PHILLIPS   2020-08-03 2024-05-15
1. CORPAY INC   2024-05-08 2024-05-15
161.325 DFA COMMODITY STRATEGY PORTFOLIO   2023-01-19 2024-05-15
1. DEXCOM INC   2024-03-13 2024-05-15
100.864 DFA EMERG MKTS EX CHINA CORE EQUITY   2022-06-09 2024-05-15
33.081 EATON VANCE E/M DBT OPP-I   2024-02-02 2024-05-15
1. EMCOR GROUP INC COM   2022-11-09 2024-05-15
1. META PLATFORMS INC   2023-02-08 2024-05-15
287.74 FEDERATED HERMES TOTAL RETURN BOND FUND   2004-06-03 2024-05-15
94.3 FEDERATED HERMES INTL LEADERS CL IS   2024-04-02 2024-05-15
1. FEDEX CORP COM   2022-06-29 2024-05-15
1. INTUITIVE SURGICAL   2020-08-03 2024-05-15
18. ISHARES S&P GLOBAL INFRASTRUCTURE ETF   2022-10-11 2024-05-15
2. ISHARES MICRO-CAP ETF   2022-10-11 2024-05-15
2. J P MORGAN CHASE & CO COM   2020-08-03 2024-05-15
2. JABIL CIRCUIT INC   2022-10-11 2024-05-15
1. LENNAR CORP COM   2024-03-13 2024-05-15
1. LINCOLN ELECTRIC HOLDINGS INC   2023-02-08 2024-05-15
1. MEDPACE HOLDINGS INC   2021-08-05 2024-05-15
3. MICROSOFT CORP COM   2022-10-11 2024-05-15
1. PALO ALTO NETWORKS, INC   2021-12-16 2024-05-15
1. PEPSICO INC COM   2023-05-16 2024-05-15
1. PROCTER & GAMBLE CO COM   2022-02-22 2024-05-15
1. PUBLIC SVC ENTERPRISE GROUP COM   2024-03-13 2024-05-15
7.943 T ROWE PRICE INTERNATIONAL DISCOVERY - I   2021-12-16 2024-05-15
8. SPDR GOLD TR GOLD SHS   2022-05-12 2024-05-15
1. TJX COS INC NEW COM   2024-03-13 2024-05-15
2. TEREX CORP NEW   2024-02-07 2024-05-15
2. UBER TECHNOLOGIES INC   2024-03-13 2024-05-15
1. VALERO ENERGY CORP NEW COM   2024-05-08 2024-05-15
1. VEEVA SYSTEMS INC - CLASS A   2024-02-07 2024-05-15
1. VISA INC   2020-08-03 2024-05-15
2. WAL MART STORES INC COM   2024-03-13 2024-05-15
6.532 COHEN & STEERS GLOBAL REALTY SHARES I   2024-06-17 2024-07-02
123.646 COHEN & STEERS GLOBAL REALTY SHARES I   2022-10-11 2024-07-02
.5 BERKLEY W R CORP COM   2024-02-07 2024-07-11
21. CELSIUS HOLDINGS I COM NEW   2024-06-17 2024-08-07
54. CISCO SYS INC COM   2024-06-17 2024-08-07
11. DATADOG INC CL A   2024-03-13 2024-08-07
1. DECKERS OUTDOOR CORP   2023-08-10 2024-08-07
23. DEXCOM INC   2024-07-02 2024-08-07
2. EQUINIX   2024-02-07 2024-08-07
1. GRAINGER W W INC COM   2023-05-16 2024-08-07
4. JABIL CIRCUIT INC   2024-07-02 2024-08-07
20. JABIL CIRCUIT INC   2020-08-19 2024-08-07
6. LENNAR CORP COM   2024-06-17 2024-08-07
3. LINCOLN ELECTRIC HOLDINGS INC   2024-03-13 2024-08-07
13. LINCOLN ELECTRIC HOLDINGS INC   2023-05-16 2024-08-07
2. PUBLIC SVC ENTERPRISE GROUP COM   2024-03-13 2024-08-07
18. PUBLIC SVC ENTERPRISE GROUP COM   2023-05-16 2024-08-07
7. VISA INC   2023-05-16 2024-08-07
5. WEST PHARMACEUTICALS SERVICES INC   2023-12-07 2024-08-07
1. NXP SEMICONDUCTOR NV   2024-03-13 2024-08-15
5. NXP SEMICONDUCTOR NV   2023-08-10 2024-08-15
12.055 AQR DIVERSIFIED ARBITRAGE CLASS I   2022-06-30 2024-10-04
5.436 BLACKROCK DYNAMIC HIGH INCOME INSTL   2022-06-30 2024-10-04
97.474 BLACKROCK SYST MULTI STR INST   2020-08-03 2024-10-04
23.208 CAUSEWAY EMERGING MARKETS FUND - INST   2021-12-22 2024-10-04
13.898 COHEN & STEERS GL INFR-I   2020-08-03 2024-10-04
388.071 FEDERATED HERMES TOTAL RETURN BOND FUND   2004-06-03 2024-10-04
426.675 FEDERATED HERMES INTL LEADERS CL IS   2024-06-17 2024-10-04
13.844 AQR DIVERSIFIED ARBITRAGE CLASS I   2022-06-30 2024-10-30
1. ALLSTATE CORP COM   2024-05-08 2024-10-30
6. ALPHABET INC INC CL A   2022-02-22 2024-10-30
3. AMAZON COM INC COM   2020-08-03 2024-10-30
1. AMERICAN EXPRESS CO   2024-06-17 2024-10-30
1. AMERISOURCEBERGEN CORP   2022-08-10 2024-10-30
3. APPLE COMPUTER INC COM   2020-08-03 2024-10-30
2. BANK OF NEW YORK MELLON CORP   2024-08-07 2024-10-30
2. BERKLEY W R CORP COM   2024-02-07 2024-10-30
10.58 BLACKROCK DYNAMIC HIGH INCOME INSTL   2022-06-30 2024-10-30
6.736 BLACKROCK SYST MULTI STR INST   2020-08-03 2024-10-30
4. BRISTOL MYERS SQUIBB CO COM   2024-08-07 2024-10-30
2. BROADCOM INC   2023-08-10 2024-10-30
1. CBOE GLOBAL MARKETS INC   2023-08-10 2024-10-30
1. CABOT CORP   2023-05-16 2024-10-30
1. CONOCOPHILLIPS CONOCO PHILLIPS   2020-08-03 2024-10-30
1. CORPAY INC   2024-05-08 2024-10-30
3.325 MACQUARIE SMALL CAP CORE FUND - INS   2022-10-11 2024-10-30
1. EMCOR GROUP INC COM   2022-11-09 2024-10-30
2. EXXON MOBIL CORP COM   2022-10-11 2024-10-30
2. META PLATFORMS INC   2023-08-10 2024-10-30
6.339 FEDERATED HERMES MDT SMALL CAP CORE FUND   2022-10-11 2024-10-30
1. FEDEX CORP COM   2022-02-22 2024-10-30
1. HOME DEPOT INC COM   2022-10-11 2024-10-30
1. INTUITIVE SURGICAL   2020-08-03 2024-10-30
6. ISHARES S&P GLOBAL INFRASTRUCTURE ETF   2020-08-03 2024-10-30
1. ISHARES MICRO-CAP ETF   2022-10-11 2024-10-30
1. J P MORGAN CHASE & CO COM   2020-08-03 2024-10-30
1. LENNAR CORP COM   2024-02-07 2024-10-30
1. MEDPACE HOLDINGS INC   2023-08-10 2024-10-30
3. MICROSOFT CORP COM   2022-10-11 2024-10-30
3. NATIONAL STORAGE AFFILIATES   2024-08-07 2024-10-30
5. NVIDIA CORP COM   2023-08-10 2024-10-30
1. PALO ALTO NETWORKS, INC   2022-08-10 2024-10-30
1. PHILIP MORRIS INTL INC   2024-08-07 2024-10-30
5. SPDR GOLD TR GOLD SHS   2022-05-12 2024-10-30
2. SPROUTS FARMERS MARKET INC   2024-03-13 2024-10-30
1. TJX COS INC NEW COM   2024-07-02 2024-10-30
3. UBER TECHNOLOGIES INC   2024-07-02 2024-10-30
1. VALERO ENERGY CORP NEW COM   2024-07-02 2024-10-30
1. VEEVA SYSTEMS INC - CLASS A   2024-02-07 2024-10-30
11. VIATRIS INC   2022-11-09 2024-10-30
1. VISA INC   2020-08-03 2024-10-30
1. VISTRA CORP COM   2024-08-07 2024-10-30
1. WAL MART STORES INC COM   2023-11-10 2024-10-30
1. WELLS FARGO CO NEW   2024-05-08 2024-10-30
9. ADVANCED MICRO DEVICES INC COM   2024-06-17 2024-11-14
6. APPLE COMPUTER INC COM   2020-08-03 2024-11-14
2. AUTOLIV INC   2024-02-07 2024-11-14
16. AUTOLIV INC   2023-08-10 2024-11-14
1. AUTOZONE INC COM   2022-08-10 2024-11-14
10. BROADCOM INC   2023-08-10 2024-11-14
2. CBOE GLOBAL MARKETS INC   2024-06-17 2024-11-14
15. CBOE GLOBAL MARKETS INC   2023-08-10 2024-11-14
1. CLEAN HBRS INC RESTR   2024-07-02 2024-11-14
8. CLEAN HBRS INC RESTR   2023-05-16 2024-11-14
2. FEDEX CORP COM   2024-06-17 2024-11-14
4. FEDEX CORP COM   2022-02-22 2024-11-14
7. J P MORGAN CHASE & CO COM   2023-11-10 2024-11-14
3. LILLY ELI & CO COM   2023-11-10 2024-11-14
2. LOCKHEED MARTIN CORP COM   2022-10-11 2024-11-14
8. NUCOR CORP   2024-03-13 2024-11-14
2. PEPSICO INC COM   2024-03-13 2024-11-14
6. PEPSICO INC COM   2023-05-16 2024-11-14
1. EVEREST RE GROUP LTD COM   2023-12-07 2024-11-14
6. EVEREST RE GROUP LTD COM   2023-02-08 2024-11-14
7625.181 FEDERATED HERMES TOTAL RETURN BOND FUND   2018-12-07 2024-12-20
80.333 T ROWE PRICE INTERNATIONAL DISCOVERY - I   2020-08-03 2024-12-20
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,199   1,307 -108
b 1,946   1,837 109
c 4,255   4,730 -475
d 728   813 -85
e 1,123   462 661
469   328 141
351   320 31
1,755   1,410 345
182   169 13
2,421   2,182 239
702   695 7
1,781   1,644 137
1,145   1,314 -169
1,538   1,486 52
2,589   2,232 357
1,661   1,577 84
99   93 6
1,446   1,472 -26
1,529   1,443 86
1,134   1,123 11
4,961   5,881 -920
3,635   3,374 261
1,010   900 110
1,712   2,147 -435
10,659   10,023 636
38,400   36,878 1,522
1,396   1,169 227
1,233   415 818
2,845   3,078 -233
314   331 -17
1,568   1,337 231
870   993 -123
870   1,255 -385
2,160   2,152 8
65   80 -15
650   686 -36
967   501 466
113   115 -2
789   1,308 -519
668   916 -248
501   550 -49
501   301 200
737   712 25
156   196 -40
169   171 -2
517   387 130
370   313 57
242   224 18
222   146 76
1,314   952 362
79   86 -7
349   327 22
550   599 -49
1,408   1,448 -40
180   183 -3
1,089   1,127 -38
93   57 36
147   160 -13
214   187 27
352   321 31
677   597 80
120   37 83
284   306 -22
755   789 -34
127   134 -7
1,051   907 144
262   249 13
380   146 234
475   185 290
2,699   3,039 -340
3,722   3,566 156
260   234 26
393   231 162
909   723 186
239   209 30
404   195 209
231   118 113
167   167  
231   173 58
401   179 222
1,261   683 578
307   177 130
180   194 -14
165   157 8
74   64 10
537   625 -88
1,752   1,361 391
99   98 1
128   125 3
132   157 -25
155   157 -2
206   215 -9
280   191 89
119   117 2
328   329 -1
6,202   5,694 508
26   27 -1
846   1,185 -339
2,462   2,838 -376
1,204   1,441 -237
864   559 305
1,632   2,245 -613
1,593   1,696 -103
966   667 299
396   522 -126
1,979   698 1,281
1,016   943 73
565   705 -140
2,450   2,205 245
158   127 31
1,424   1,114 310
1,817   1,459 358
1,501   1,715 -214
253   253  
1,264   1,062 202
149   140 9
48   44 4
1,042   1,021 21
285   273 12
353   275 78
3,741   4,098 -357
16,811   16,146 665
170   160 10
189   171 18
1,072   775 297
582   469 113
275   225 50
229   146 83
693   331 362
152   126 26
116   108 8
93   85 8
71   71  
211   190 21
355   169 186
212   148 64
110   69 41
103   37 66
334   306 28
101   83 18
435   146 289
235   141 94
1,199   612 587
170   120 50
277   218 59
395   285 110
512   231 281
322   236 86
127   104 23
225   98 127
171   153 18
324   268 56
1,310   654 656
129   130 -1
699   212 487
363   174 189
132   116 16
1,286   850 436
241   114 127
113   110 3
239   212 27
129   159 -30
215   215  
131   121 10
292   191 101
126   74 52
82   55 27
66   61 5
1,254   1,527 -273
1,370   663 707
197   211 -14
1,575   1,548 27
3,139   2,218 921
1,715   789 926
397   346 51
2,975   2,225 750
250   220 30
2,003   1,121 882
586   506 80
1,173   872 301
1,695   1,022 673
2,384   1,623 761
1,076   791 285
1,172   1,496 -324
332   333 -1
997   1,164 -167
367   393 -26
2,199   2,165 34
71,372   79,223 -7,851
5,035   6,187 -1,152
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
      709
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       -108
b       109
c       -475
d       -85
e       661
      141
      31
      345
      13
      239
      7
      137
      -169
      52
      357
      84
      6
      -26
      86
      11
      -920
      261
      110
      -435
      636
      1,522
      227
      818
      -233
      -17
      231
      -123
      -385
      8
      -15
      -36
      466
      -2
      -519
      -248
      -49
      200
      25
      -40
      -2
      130
      57
      18
      76
      362
      -7
      22
      -49
      -40
      -3
      -38
      36
      -13
      27
      31
      80
      83
      -22
      -34
      -7
      144
      13
      234
      290
      -340
      156
      26
      162
      186
      30
      209
      113
       
      58
      222
      578
      130
      -14
      8
      10
      -88
      391
      1
      3
      -25
      -2
      -9
      89
      2
      -1
      508
      -1
      -339
      -376
      -237
      305
      -613
      -103
      299
      -126
      1,281
      73
      -140
      245
      31
      310
      358
      -214
       
      202
      9
      4
      21
      12
      78
      -357
      665
      10
      18
      297
      113
      50
      83
      362
      26
      8
      8
       
      21
      186
      64
      41
      66
      28
      18
      289
      94
      587
      50
      59
      110
      281
      86
      23
      127
      18
      56
      656
      -1
      487
      189
      16
      436
      127
      3
      27
      -30
       
      10
      101
      52
      27
      5
      -273
      707
      -14
      27
      921
      926
      51
      750
      30
      882
      80
      301
      673
      761
      285
      -324
      -1
      -167
      -26
      34
      -7,851
      -1,152
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 10,689
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) 1 259
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........................... 3 259
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- ..... 5 259
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 132
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 9 127
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMS
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowHANCOCK WHITNEY BANK Telephone no.right arrow (504) 599-2191

Located atright arrowPO BOX 4019GULFPORTMS ZIP+4right arrow39502
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HANCOCK WHITNEY BANK TRUSTEE
10 		7,879    
701 POYDRAS ST STE 3100
NEW ORELANS,LA701397727
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
539,814
b
Average of monthly cash balances.......................
1b
15,903
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
555,717
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
555,717
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,336
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
547,381
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,369
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
27,369
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
259
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
259
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,110
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,110
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
27,110
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
24,956
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
24,956
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 27,110
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 8,148
e From 2023...... 4,653
f Total of lines 3a through e ........ 12,801
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 24,956
a Applied to 2023, 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 2024 distributable amount..... 24,956
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 2,154 2,154
(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 10,647
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		10,647
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 5,994
d Excess from 2023.... 4,653
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NA
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.
NA
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

ST AUGUSTINE'S SEMINARY

199 SEMINARY DRIVE
BAY ST LOUIS,MS39520 		NONE PC SCHOLARSHIPS 6,857

ST STANISLAUS COLLEGE - JASON F
RYLIE C NATHAN G ETHAN G CONNOR S
304 SOUTH BEACH BLVD
BAY ST LOUIS,MS39520 		NONE PC SCHOLARSHIPS 7,543

HOLY CROSS SCHOOL
ATTN ENEIDA YOUNIS
5500 PARIS AVENUE
NEW ORLEANS,LA70122 		NONE PC SCHOLARSHIPS 6,850

OUR LADY ACADEMY - AUDREY CHANG AND
JARDYN FORTE
222 S BEACH BLVD
BAY ST LOUIS,MS39520 		NONE PC SCHOLARSHIPS 686
Total .................................right arrow 3a 21,936
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 14,532  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,689  
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) ..   25,221  
13Total. Add line 12, columns (b), (d), and (e)..................
13
25,221
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,050     1,050

TY 2024 InvestmentsCorpBondsSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Name of Bond End of Year Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT 172,546 169,239

TY 2024 InvestmentsCorpStockSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Name of Stock End of Year Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT 296,452 366,300

TY 2024 OtherDecreasesSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Description Amount
GRANT REVERSAL IN 2025 5,486


TY 2024 OtherIncreasesSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Description Amount
MUTUAL FUND TIMING DIFFERENCE 640
ROC ADJUSTMENT 123


TY 2024 OtherProfessionalFeesSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 487 487    


TY 2024 TaxesSchedule
Name:
EDWARD A AND ROSLYN A WEATHERS EDUCATIONAL TR
EIN:
20-7053920
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 3 3   0
FEDERAL TAX PAYMENT - PRIOR YE 50 0   0
FEDERAL ESTIMATES - PRINCIPAL 132 0   0
FOREIGN TAXES ON QUALIFIED FOR 92 92   0
FOREIGN TAXES ON NONQUALIFIED 86 86   0