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
WILLIAM EDWIN MONTAN CHARITABLE TRUST
 
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

20-2128402
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$7,640,358J 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... 170,788 170,788  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 477,548
b Gross sales price for all assets on line 6a 2,815,142
7 Capital gain net income (from Part IV, line 2)... 477,548
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24 24  
12 Total. Add lines 1 through 11........ 648,360 648,360  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,727 58,296   19,432
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
1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,711 7,711   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,360 2,874   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)....... Click to see attachment
List of Attached Documents:
// Content
1,500 1,500    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,298 70,381 0 20,432
25 Contributions, gifts, grants paid....... 373,414 373,414
26 Total expenses and disbursements. Add lines 24 and 25 467,712 70,381 0 393,846
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 180,648
b Net investment income (if negative, enter -0-) 577,979
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.............      
2 Savings and temporary cash investments......... 374,878 199,516 199,516
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,189,473 Click to see attachment
List of Attached Documents:
// Content
7,547,559 		7,440,842
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) 7,564,351 7,747,075 7,640,358
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........ 7,564,351 7,747,075
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)..... 7,564,351 7,747,075
30 Total liabilities and net assets/fund balances (see instructions). 7,564,351 7,747,075
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
7,564,351
2
Enter amount from Part I, line 27a .....................
2
180,648
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,677
4
Add lines 1, 2, and 3 ..........................
4
7,747,676
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
601
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,747,075
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 657. CHEMOURS CO/THE   2023-04-12 2024-03-04
b 602. AES CORP COM   2022-11-15 2024-05-13
c 124. ABBVIE INC   2022-02-22 2024-05-13
d 199. AFFILIATED MANAGERS GROUP   2023-04-12 2024-05-13
e 87. AGILENT TECH INC   2023-04-12 2024-05-13
448. ARCHER DANIELS MIDLAND CO COM   2021-12-16 2024-05-13
268. BAKER HUGHES CO   2023-04-12 2024-05-13
185. CVS CORP COM   2022-02-22 2024-05-13
173. CARLISLE COS INC COM   2020-08-19 2024-05-13
117. CHENIERE ENERGY, INC.   2022-03-10 2024-05-13
240. COMCAST CORP NEW   2023-04-12 2024-05-13
113. CONOCOPHILLIPS CONOCO PHILLIPS   2020-08-19 2024-05-13
133. CONSTELLATION BRANDS INC   2021-05-13 2024-05-13
154. CROCS INC   2023-04-12 2024-05-13
93. DIGITAL RLTY TR INC   2023-04-12 2024-05-13
30. ENPHASE ENERGY   2022-11-15 2024-05-13
54. FACTSET RESEARCH SYSTEMS INC   2023-04-12 2024-05-13
1461. FORD MTR CO DEL COM PAR $0.01   2023-04-12 2024-05-13
472. FREEPORT-MCMORAN COPPER & GO CL B   2022-08-10 2024-05-13
115. GILEAD SCIENCES INC.   2021-05-13 2024-05-13
520. INTERPUBLIC GROUP COS INC   2023-04-12 2024-05-13
565. ISHARES TR MSCI EAFE INDEX FD   2015-12-01 2024-05-13
2187. ISHARES CORE MSCI EMERGING MARKETS   2022-11-08 2024-05-13
470. KNIGHT-SWIFT TRANSPORTATION   2023-04-12 2024-05-13
520. METLIFE INC COM   2021-08-05 2024-05-13
379. MICRON TECHNOLOGY INC COM   2022-11-15 2024-05-13
51. MODERNA INC COM   2022-08-10 2024-05-13
131. PENSKE AUTOMOTIVE GROUP, INC.   2023-04-12 2024-05-13
654. PFIZER INC COM   2022-11-15 2024-05-13
251. POLARIS INDUSTRIES INC   2023-04-12 2024-05-13
52. PROCTER & GAMBLE CO COM   2023-04-12 2024-05-13
251. QUALCOMM INC COM   2023-04-12 2024-05-13
101. QUEST DIAGNOSTICS IN   2022-11-15 2024-05-13
1348. REGIONS FINANCIAL CORP NEW   2021-02-05 2024-05-13
731. SCHWAB EMERGING MARKETS EQUITY ETF   2020-04-30 2024-05-13
440. SYNOVUS FINANCIAL CORP   2023-04-12 2024-05-13
535. SYNCHRONY   2023-04-12 2024-05-13
92. TRAVELERS COMPANIES INC COM   2023-04-12 2024-05-13
50. ULTA BEAUTY INC   2022-02-22 2024-05-13
36. UNITED RENTALS INC   2020-03-27 2024-05-13
70. UNITEDHEALTH GROUP INC COM   2022-11-15 2024-05-13
826.665 VANGUARD SMALL CAP GROWTH INDEX ADM   2018-10-22 2024-05-13
503. WEYERHAEUSER CO COM   2023-04-12 2024-05-13
106. ZIMMER HLDGS INC COM   2023-04-12 2024-05-13
259. MEDTRONIC PLC   2023-04-12 2024-05-13
17084.918 PIMCO COMMODITIESPLUS STRATEGY FUND INS   2022-10-25 2024-05-14
80. AGCO CORP   2022-06-01 2024-05-20
128. ALLEGHENY TECHNOLOGIES INC   2022-08-12 2024-05-20
77. AMKOR TECHNOLOGY INC   2022-11-14 2024-05-20
146. ANTERO MIDSTREAM CORP   2021-08-04 2024-05-20
201. ASSOCIATED BANC CORP   2022-11-14 2024-05-20
123. AUTONATION INC DEL COM   2023-04-12 2024-05-20
83. BANK OZK   2022-08-12 2024-05-20
105. BELLRING BRANDS INC NEW   2023-04-12 2024-05-20
164. BORG WARNER INC   2020-05-20 2024-05-20
8. BRUNSWICK CORP   2023-04-12 2024-05-20
76. BUILDERS FIRSTSOURCE INC   2023-04-12 2024-05-20
53. CABOT CORP   2021-05-17 2024-05-20
69. CHAMPIONX CORPORATION COM   2023-04-12 2024-05-20
20. CLEAN HBRS INC RESTR   2022-08-12 2024-05-20
46. COMM COMMVAULT SYS INC   2023-04-12 2024-05-20
13. CRANE NXT, CO   2023-04-12 2024-05-20
25. CURTISS-WRIGHT CORP   2023-04-12 2024-05-20
264. DROPBOX INC CL A   2022-02-23 2024-05-20
89. EPR PROPERTIES   2023-04-12 2024-05-20
48. EXTRA SPACE STORAGE INC   2019-06-24 2024-05-20
413. FNB CORP   2022-11-14 2024-05-20
12. FAIR ISAAC CORP   2023-04-12 2024-05-20
77. HAEMONETICS CORP MASS   2023-04-12 2024-05-20
31. ITT INC   2023-04-12 2024-05-20
66. IDACORP INC   2021-05-17 2024-05-20
19. INGREDION INC   2022-02-23 2024-05-20
25. INTERDIGITAL, INC   2023-04-12 2024-05-20
92. JABIL CIRCUIT INC   2022-11-14 2024-05-20
185. KNIGHT-SWIFT TRANSPORTATION   2023-04-12 2024-05-20
64. LAMAR ADVERTISING   2023-04-12 2024-05-20
141. LATTICE SEMICONDUCTOR CORP   2021-05-17 2024-05-20
14. LINCOLN ELECTRIC HOLDINGS INC   2023-04-12 2024-05-20
26. MANHATTAN ASSOCIATES   2019-06-24 2024-05-20
22. MANPOWER INC COM   2022-11-14 2024-05-20
40. MATADOR RESOURCES COMPANY   2023-04-12 2024-05-20
24. MEDPACE HOLDINGS INC   2022-08-12 2024-05-20
145. MURPHY OIL CORP   2022-08-12 2024-05-20
7. MURPHY USA, INC   2022-11-14 2024-05-20
8. NEXSTAR MEDIA GROUP INC   2023-04-12 2024-05-20
73. ONEMAIN HOLDINGS INC   2023-04-12 2024-05-20
86. OWENS CORNING INC   2022-06-01 2024-05-20
48. POLARIS INDUSTRIES INC   2023-04-12 2024-05-20
80. PURE STORAGE INC CL A   2022-11-14 2024-05-20
40. RELIANCE STEEL & ALUMINUM CO   2022-08-12 2024-05-20
250. SABRA HEALTHCARE REIT INC   2023-04-12 2024-05-20
691. SCHWAB INTL SMALL CAP EQUITY ETF   2022-11-08 2024-05-20
22. TARGA RES CORP   2023-04-12 2024-05-20
125. TENET   2023-04-12 2024-05-20
98. TEREX CORP NEW   2023-04-12 2024-05-20
38. TEXAS ROADHOUSE   2022-08-12 2024-05-20
38. UNITED THERAPEUTICS CORP   2023-04-12 2024-05-20
429. VIATRIS INC   2022-11-15 2024-05-20
8. WEX INC   2023-04-12 2024-05-20
39. WHIRLPOOL CORP COM   2023-04-12 2024-05-20
59. XPO INC   2022-08-12 2024-05-20
55. AMDOCS LIMITED   2020-08-21 2024-05-20
78. AXIS CAPITAL HOLDINGS LTD   2022-08-12 2024-05-20
209. JANUS HENDERSON GROUP PLC   2022-06-01 2024-05-20
830.779 COHEN & STEERS GL INFR-I   2022-06-30 2024-05-21
26542.143 FEDERATED HERMES INTERMEDIATE FD#303 COR   2021-02-02 2024-05-21
.5 BERKLEY W R CORP COM   2024-05-13 2024-07-11
196. CELSIUS HOLDINGS I COM NEW   2024-05-20 2024-08-07
536. CISCO SYS INC COM   2024-05-13 2024-08-07
113. DATADOG INC CL A   2024-05-13 2024-08-07
12. DECKERS OUTDOOR CORP   2024-05-20 2024-08-07
231. DEXCOM INC   2024-05-13 2024-08-07
14. EQUINIX   2023-04-12 2024-08-07
11. GRAINGER W W INC COM   2024-05-13 2024-08-07
247. JABIL CIRCUIT INC   2022-11-14 2024-08-07
58. LENNAR CORP COM   2024-05-13 2024-08-07
95. LINCOLN ELECTRIC HOLDINGS INC   2024-05-13 2024-08-07
71. LINCOLN ELECTRIC HOLDINGS INC   2023-04-12 2024-08-07
204. PUBLIC SVC ENTERPRISE GROUP COM   2024-05-13 2024-08-07
42. VISA INC   2018-05-23 2024-08-07
51. WEST PHARMACEUTICALS SERVICES INC   2024-05-13 2024-08-07
58. NXP SEMICONDUCTOR NV   2024-05-13 2024-08-15
2806.912 FEDERATED HERMES INTERMEDIATE FD#303 COR   2021-03-05 2024-09-06
1959.577 FIDELITY S/T TRSRY BND-INS PR   2021-02-02 2024-09-06
205.72 VANGUARD M/B SEC INDX-ADM   2021-02-02 2024-09-06
66. ALLEGHENY TECHNOLOGIES INC   2022-08-12 2024-09-17
18. AUTOLIV INC   2024-05-20 2024-09-17
42. BANK OZK   2022-08-12 2024-09-17
36. CHAMPIONX CORPORATION COM   2023-04-12 2024-09-17
10. ELF BEAUTY INC   2024-05-20 2024-09-17
1. FAIR ISAAC CORP   2023-04-12 2024-09-17
105. KOHLS CORP COM   2024-05-20 2024-09-17
42. LATTICE SEMICONDUCTOR CORP   2021-05-17 2024-09-17
7. LINCOLN ELECTRIC HOLDINGS INC   2024-05-13 2024-09-17
11. MANPOWER INC COM   2022-11-14 2024-09-17
14. TENET   2023-04-12 2024-09-17
31. VISTRA CORP COM   2024-05-20 2024-09-17
9. DECKERS OUTDOOR CORP   2024-05-13 2024-09-20
1. SUPER MICRO COMPUTER   2024-05-20 2024-09-26
544. ISHARES CORE MSCI EAFE ETF   2022-11-08 2024-10-07
723. ISHARES CORE MSCI EMERGING MARKETS   2022-11-08 2024-10-07
.842 MAGNERA CORP. COM SHS   2024-09-17 2024-11-05
85. ADVANCED MICRO DEVICES INC COM   2024-05-13 2024-11-14
175. APPLE COMPUTER INC COM   2018-05-23 2024-11-14
185. AUTOLIV INC   2024-05-13 2024-11-14
9. AUTOZONE INC COM   2022-08-10 2024-11-14
101. BROADCOM INC   2023-04-12 2024-11-14
182. CBOE GLOBAL MARKETS INC   2024-05-13 2024-11-14
76. CLEAN HBRS INC RESTR   2024-05-13 2024-11-14
10. CLEAN HBRS INC RESTR   2022-08-12 2024-11-14
67. FEDEX CORP COM   2023-04-12 2024-11-14
66. J P MORGAN CHASE & CO COM   2018-10-22 2024-11-14
29. LILLY ELI & CO COM   2024-05-13 2024-11-14
22. LOCKHEED MARTIN CORP COM   2018-06-14 2024-11-14
81. NUCOR CORP   2024-05-13 2024-11-14
85. PEPSICO INC COM   2024-05-13 2024-11-14
72. EVEREST RE GROUP LTD COM   2023-04-12 2024-11-14
413. ISHARES CORE S&P 500 ETF   2022-11-08 2024-11-19
32. BERRY GLOBAL GROUP INC   2024-09-17 2024-12-24
25. BRINK'S CO   2024-05-20 2024-12-24
13. BRUNSWICK CORP   2023-04-12 2024-12-24
8. CRANE NXT, CO   2023-04-12 2024-12-24
27. EXTRA SPACE STORAGE INC   2018-11-02 2024-12-24
215. FNB CORP   2022-11-14 2024-12-24
1. FAIR ISAAC CORP   2023-04-12 2024-12-24
8. MAGNERA CORP. COM SHS   2024-09-17 2024-12-24
20. PBF ENERGY INC - CLASS A   2024-05-20 2024-12-24
25. POLARIS INDUSTRIES INC   2020-05-20 2024-12-24
12. TARGA RES CORP   2023-04-12 2024-12-24
8. TENET   2023-04-12 2024-12-24
7. THOR INDUSTRIES   2024-05-20 2024-12-24
4. WEX INC   2023-04-12 2024-12-24
9. WINGSTOP INC   2024-05-20 2024-12-24
5. RENAISSANCERE HOLDINGS LTD ORD   2024-05-20 2024-12-24
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 13,103   19,442 -6,339
b 12,080   14,932 -2,852
c 20,022   12,804 7,218
d 31,248   27,660 3,588
e 12,840   12,147 693
28,142   29,847 -1,705
8,664   7,845 819
10,467   18,895 -8,428
71,995   22,307 49,688
18,163   15,645 2,518
9,503   9,147 356
13,743   4,525 9,218
34,560   30,744 3,816
21,910   19,950 1,960
13,240   8,814 4,426
3,331   9,212 -5,881
23,788   22,235 1,553
17,949   17,306 643
24,471   14,850 9,621
7,725   7,925 -200
16,248   19,358 -3,110
45,350   34,543 10,807
117,238   98,944 18,294
23,378   26,409 -3,031
37,855   28,126 9,729
46,458   24,362 22,096
6,409   8,863 -2,454
20,998   18,389 2,609
18,519   24,779 -6,260
22,205   27,205 -5,000
8,612   7,886 726
46,153   28,389 17,764
14,222   15,203 -981
26,821   25,817 1,004
19,340   16,217 3,123
17,442   12,932 4,510
24,212   15,918 8,294
19,993   15,959 4,034
20,205   18,285 1,920
25,186   3,250 21,936
35,810   27,992 7,818
73,094   41,364 31,730
15,607   15,645 -38
12,678   14,107 -1,429
21,683   21,133 550
122,670   125,745 -3,075
8,822   5,906 2,916
7,772   3,999 3,773
2,549   2,025 524
2,185   1,159 1,026
4,387   4,829 -442
21,018   9,489 11,529
3,980   3,535 445
6,018   3,570 2,448
6,036   4,277 1,759
651   650 1
12,854   7,145 5,709
5,438   3,346 2,092
2,348   1,964 384
4,273   2,323 1,950
5,076   2,818 2,258
790   598 192
6,972   4,437 2,535
6,282   5,619 663
3,714   3,506 208
7,219   3,341 3,878
5,772   5,707 65
17,354   8,284 9,070
7,328   5,988 1,340
4,321   2,582 1,739
6,481   6,693 -212
2,249   1,696 553
2,749   1,860 889
11,162   6,148 5,014
8,966   10,395 -1,429
7,717   6,508 1,209
10,339   6,609 3,730
3,183   2,256 927
5,980   1,793 4,187
1,671   1,844 -173
2,496   2,089 407
9,540   4,350 5,190
6,204   4,968 1,236
3,107   2,039 1,068
1,338   1,422 -84
3,630   2,737 893
15,191   5,219 9,972
4,026   4,720 -694
4,794   2,500 2,294
12,116   6,484 5,632
3,607   2,941 666
25,329   21,204 4,125
2,584   1,686 898
16,316   7,867 8,449
6,049   4,393 1,656
6,405   3,538 2,867
10,430   7,755 2,675
4,732   5,042 -310
1,546   1,484 62
3,533   5,195 -1,662
6,494   2,114 4,380
4,499   3,289 1,210
5,534   4,182 1,352
7,195   4,946 2,249
19,299   17,632 1,667
222,954   258,786 -35,832
26   26  
7,899   17,160 -9,261
24,440   26,089 -1,649
12,372   13,415 -1,043
10,368   10,343 25
16,393   29,009 -12,616
11,148   10,018 1,130
10,626   10,468 158
24,436   9,064 15,372
9,819   9,422 397
17,904   22,090 -4,186
13,381   10,890 2,491
16,144   15,076 1,068
10,903   2,671 8,232
15,313   18,364 -3,051
14,668   15,297 -629
24,364   27,183 -2,819
20,360   21,477 -1,117
3,884   4,604 -720
4,054   2,062 1,992
1,755   2,257 -502
1,789   1,789  
1,066   1,025 41
1,139   1,537 -398
1,887   690 1,197
1,974   2,753 -779
2,212   1,969 243
1,303   1,628 -325
807   922 -115
2,211   881 1,330
2,833   2,846 -13
1,347   1,272 75
395   906 -511
41,662   31,674 9,988
42,444   32,710 9,734
15   17 -2
11,845   12,901 -1,056
39,959   8,205 31,754
18,207   22,721 -4,514
28,255   19,963 8,292
17,321   6,295 11,026
36,096   33,222 2,874
19,032   16,115 2,917
2,504   1,161 1,343
19,645   15,468 4,177
15,986   6,210 9,776
23,047   21,977 1,070
11,838   7,057 4,781
11,862   14,085 -2,223
14,122   15,317 -1,195
26,393   26,340 53
244,930   159,407 85,523
2,079   1,995 84
2,254   2,420 -166
853   1,056 -203
455   368 87
3,982   1,851 2,131
3,170   2,971 199
2,095   690 1,405
149   164 -15
513   997 -484
1,401   2,075 -674
2,163   920 1,243
1,024   503 521
663   703 -40
687   742 -55
2,614   3,459 -845
1,251   1,141 110
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
      2,204
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       -6,339
b       -2,852
c       7,218
d       3,588
e       693
      -1,705
      819
      -8,428
      49,688
      2,518
      356
      9,218
      3,816
      1,960
      4,426
      -5,881
      1,553
      643
      9,621
      -200
      -3,110
      10,807
      18,294
      -3,031
      9,729
      22,096
      -2,454
      2,609
      -6,260
      -5,000
      726
      17,764
      -981
      1,004
      3,123
      4,510
      8,294
      4,034
      1,920
      21,936
      7,818
      31,730
      -38
      -1,429
      550
      -3,075
      2,916
      3,773
      524
      1,026
      -442
      11,529
      445
      2,448
      1,759
      1
      5,709
      2,092
      384
      1,950
      2,258
      192
      2,535
      663
      208
      3,878
      65
      9,070
      1,340
      1,739
      -212
      553
      889
      5,014
      -1,429
      1,209
      3,730
      927
      4,187
      -173
      407
      5,190
      1,236
      1,068
      -84
      893
      9,972
      -694
      2,294
      5,632
      666
      4,125
      898
      8,449
      1,656
      2,867
      2,675
      -310
      62
      -1,662
      4,380
      1,210
      1,352
      2,249
      1,667
      -35,832
       
      -9,261
      -1,649
      -1,043
      25
      -12,616
      1,130
      158
      15,372
      397
      -4,186
      2,491
      1,068
      8,232
      -3,051
      -629
      -2,819
      -1,117
      -720
      1,992
      -502
       
      41
      -398
      1,197
      -779
      243
      -325
      -115
      1,330
      -13
      75
      -511
      9,988
      9,734
      -2
      -1,056
      31,754
      -4,514
      8,292
      11,026
      2,874
      2,917
      1,343
      4,177
      9,776
      1,070
      4,781
      -2,223
      -1,195
      53
      85,523
      84
      -166
      -203
      87
      2,131
      199
      1,405
      -15
      -484
      -674
      1,243
      521
      -40
      -55
      -845
      110
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 477,548
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 8,034
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 8,034
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 8,034
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,384
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 3,384
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 4,650
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 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 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 arrowN/A
14
The books are in care ofright arrowHANCOCK WHITNEY BANK Telephone no.right arrow (504) 599-2191

Located atright arrow701 POYDRAS ST STE 3100NEW ORLEANSLA ZIP+4right arrow701397727
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
1 		77,727    
701 POYDRAS ST STE 3100
NEW ORLEANS,LA701397727
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
6,854,953
b
Average of monthly cash balances.......................
1b
280,172
c
Fair market value of all other assets (see instructions)................
1c
905,334
d
Total (add lines 1a, b, and c).........................
1d
8,040,459
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
8,040,459
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
120,607
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,919,852
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
395,993
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
395,993
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,034
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,034
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
387,959
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
387,959
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
387,959
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
393,846
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
393,846
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 7 387,959
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 373,194
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...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 393,846
a Applied to 2023, but not more than line 2a 373,194
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..... 20,652
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		367,307
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 ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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

TEACH FOR AMERICA

ATTN LAURA VINSANT
BATON ROUGE,LA70802 		NONE PC GENERAL SUPPORT 15,000

ALZHEIMER'S SERVICES

ATTN BARBARA AUTEN
BATON ROUGE,LA70806 		NONE PC GENERAL OPERATING 20,000

AMERICAN RED CROSS

ATTN MICAH NICHOLAS
BATON ROUGE,LA70816 		NONE PC GENERAL SUPPORT 15,000

BATON ROUGE GENERAL FOUNDATION

ATTN ERIK SHOWALTER
BATON ROUGE,LA70809 		NONE PC GENERAL SUPPORT 65,500

HABITAT FOR HUMANITY

ATTN RITCHIE GOEBEL
BATON ROUGE,LA70806 		NONE PC GENERAL OPERATING 12,500

KNOCK KNOCK CHILDREN'S MUSEUM

ATTN CHRISTINA MELTON
BATON ROUGE,LA70808 		NONE PC GENERAL OPERATING 7,500

CAREER COMPASS OF LOUISANA

C/O CAPITAL ONE NA
NEW ORLEANS,LA70161 		NONE PC GENERAL OPERATING 15,000

CATHOLIC CHARITIES OF THE DIOCESE

C/O CAPITAL ONE NA
NEW ORLEANS,LA70161 		NONE PC GENERAL OPERATING 53,414

BATON ROUGE YOUTH COALITION

ATTN LUCAS SPIELFOGEL
BATON ROUGE,LA70802 		NONE PC GENERAL OPERATING 13,000

LRCE

ATTN KYLE FINKE
BATON ROUGE,LA70896 		NONE PC GENERAL OPERATING 10,000

THE LIFE OF A SINGLE MOM

C/O CAPITAL ONE NA
NEW ORLEANS,LA70161 		NONE PC GENERAL OPERATING 2,500

FOUNDATION FOR WOMAN'S

ATTN NINA DUSANG
BATON ROUGE,LA70895 		NONE PC GENERAL SUPPORT 10,000

CANCER SERVICES OF GREATER BATON
ROUGE
ATTN NANCY GOSSERAND
BATON ROUGE,LA70806 		NONE PC GENERAL SUPPORT 20,000

JUNIOR ACHIEVEMENT OF GREATER
BATON ROUGE & ACADIANA
ATTN PAULA DAWSON
BATON ROUGE,LA70879 		NONE PC GENERAL SUPPORT 5,000

THE LIFE HOUSE

ATTN MARK STERMER
GONZALES,LA70707 		NONE PC GENERAL SUPPORT 5,000

CAPITAL AREA CASA ASSOCIATION

ATTN ALLISON TRAXLER
BATON ROUGE,LA70802 		NONE PC GENERAL SUPPORT 20,000

REBUILDING TOGETHER BATON ROUGE

ATTN KRISTOPHER LEWIS
BATON ROUGE,LA70805 		NONE PC GENERAL SUPPORT 20,000

OLOL CHILDREN'S HEALTH CHILDRENS
DEVELOPMENTAL CENTER AT MCMAINS
ATTN ANNE HINDRICHS
BATON ROUGE,LA70808 		NONE PC GENERAL SUPPORT 12,500

DOUGLAS MANSHIP SR THEATRE
HOLDING COMPLEX
ATTN JASON LANGLOIS
BATON ROUGE,LA70821 		NONE PC GENERAL SUPPORT 2,500

SEXUAL TRAUMA AWARENESS &
RESPONSE
ATTN MORGAN LEMANDRE
BATON ROUGE,LA70808 		NONE PC GENERAL SUPPORT 5,000

GIRLS ON THE RUN

MS CARLEY FULLER
BATON ROUGE,LA70808 		NONE PC GENERAL SUPPORT 5,000

POINTE COUPEE EARLY CHILDHOOD
COALITION
ATTN PHERICHE PERKINS
NEW ROADS,LA70760 		NONE PC GENERAL SUPPORT 4,000

MAKE-A-WISH LOUISIANA

ATTN SHELLY MILLWEE
NEW ORLEANS,LA70002 		NONE PC GENERAL SUPPORT 12,500

FRANCISCIAN MISSIONARIES OF OUR
LADY UNIVERSITY
ATTN TINA HOLLAND
BATON ROUGE,LA70808 		NONE PC GENERAL SUPPORT 15,000

MARY BIRD PERKINS CANCER CENTER FOUNDATION
C/O TODD STEVENS
4950 ESSEN LANE
BATON ROUGE,LA70809 		NONE PC GENERAL SUPPORT 5,000

GIRL SCOUTS LOUISIANA EAST INC

ATTN DR REBECCA PENNINGTON
GONZALES,LA70707 		NONE PC GENERAL SUPPORT 2,500
Total .................................right arrow 3a 373,414
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 ....     14 170,788  
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 ............ 		    18 477,548  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDIGITAL RLTY TR IN 		    1 21  
bEXTRA SPACE STORAG     1 3  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   648,360  
13Total. Add line 12, columns (b), (d), and (e)..................
13
648,360
(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:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

TY 2024 InvestmentsOtherSchedule2
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SEE ATTACHED STATEMENT AT COST 7,547,559 7,440,842

TY 2024 OtherDecreasesSchedule
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Description Amount
RETURN OF CAPITAL ADJUSTMENTS 97
BASIS ADJUSTMENTS 504


TY 2024 OtherExpensesSchedule
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 1,500 1,500   0
OTHER EXPENSE (NON-DEDUCTIBLE   0   0


TY 2024 OtherIncomeSchedule2
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
DIGITAL RLTY TR INC 21 21  
EXTRA SPACE STORAGE INC 3 3  


TY 2024 OtherIncreasesSchedule
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Description Amount
MUTUAL FUND TIMING DIFFERENCE 2,677


TY 2024 OtherProfessionalFeesSchedule
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 7,711 7,711    


TY 2024 TaxesSchedule
Name:
WILLIAM EDWIN MONTAN CHARITABLE TRUST
EIN:
20-2128402
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 10 10   0
REAL ESTATE TAX ON NON-RENTAL 1,365 1,365   0
FEDERAL TAX PAYMENT - PRIOR YE 102 0   0
FEDERAL ESTIMATES - PRINCIPAL 3,384 0   0
FOREIGN TAXES ON QUALIFIED FOR 953 953   0
FOREIGN TAXES ON NONQUALIFIED 546 546   0