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
LOIS AND LLOYD HAWKINS JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)300 BOARD OF TRADE PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70130
A Employer identification number

33-1059511
B Telephone number (see instructions)

(504) 525-0208
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$43,927,758J 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... 1,039,458 1,039,458  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,975,600
b Gross sales price for all assets on line 6a 13,124,017
7 Capital gain net income (from Part IV, line 2)... 1,975,600
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
527,326 527,326  
12 Total. Add lines 1 through 11........ 3,542,384 3,542,384  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
46,570 46,570   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
457,467 457,467   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,965 1,965   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 49,000 49,000   0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 555,002 555,002   0
25 Contributions, gifts, grants paid....... 1,815,000 1,815,000
26 Total expenses and disbursements. Add lines 24 and 25 2,370,002 555,002   1,815,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,172,382
b Net investment income (if negative, enter -0-) 2,987,382
c Adjusted net income (if negative, enter -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.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,093,014 Click to see attachment
List of Attached Documents:
// Content
43,780,936 		43,780,936
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).......... 0 Click to see attachment
List of Attached Documents:
// Content
146,822 		146,822
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) 39,093,014 43,927,758 43,927,758
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) Click to see attachment
List of Attached Documents:
// Content
907,849 		Click to see attachment
List of Attached Documents:
// Content
1,100,783
23 Total liabilities (add lines 17 through 22)......... 907,849 1,100,783
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........... 38,185,165 42,826,975
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........    
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)..... 38,185,165 42,826,975
30 Total liabilities and net assets/fund balances (see instructions). 39,093,014 43,927,758
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
38,185,165
2
Enter amount from Part I, line 27a .....................
2
1,172,382
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,469,428
4
Add lines 1, 2, and 3 ..........................
4
42,826,975
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,826,975
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 CASELLA WASTE SYSTEMS INC   2024-09-18 2024-10-29
b CHAIN BRIDGE BANCORP INC   2024-10-04 2024-10-29
c GUARDIAN PHARMACY SVCS INC   2024-09-26 2024-10-02
d PROFICIENT AUTO LOGISTICS INC   2024-05-09 2024-05-24
e BARCLAYS PLC 6Y S&P 500 INDEX   2020-09-18 2024-12-05
CITIGROUP GLOBAL MARKETS HOLDI INC. 4Y   2023-11-17 2024-11-25
CITIGROUP GLOBAL MARKETS HOLDI INC. 6Y   2023-02-17 2024-02-27
CITIGROUP GLOBAL MARKETS HOLDI INC. 3Y   2023-05-19 2024-05-28
GOLDMAN SACHS BANK   2022-10-28 2024-10-31
GS FINANCE CORP.   2023-01-20 2024-01-25
GS FINANCE CORP.   2023-07-21 2024-07-25
RAYMOND JAMES CLOSED END FUND   2022-06-17 2024-06-21
RBC RAYMOND JAMES A.I. EQUITY FUND   2023-05-19 2024-11-22
RBC TAVIS MCCOURT'S THEMATIC CONCENTRATED STOCKS EQUITY   2023-09-22 2024-10-03
RAYMOND JAMES ANALYST BEST PIC FOR 2024 EQUITY   2023-12-12 2024-12-20
UBS AG 4Y U.S. EQUITY AUTOCALL STEP-UP NOTE   2022-08-19 2024-08-22
FIRST TRUST DOW TARGET   2023-06-20 2024-07-10
AKAMAI TECHNOLOGIES INC.   2024-06-10 2024-08-14
ALBEMARLE CORP.   2023-05-16 2024-04-12
ALBEMARLE CORP.   2024-01-10 2024-10-29
CULLEN FROST ERS INC.   2023-06-29 2024-06-10
ARCHER AVIATION INC.   2024-11-25 2024-12-24
C3 AI INC.   2023-12-07 2024-05-31
C3 AI INC.   2024-04-12 2024-05-31
C3 AI INC.   2024-04-30 2024-05-31
COMERICA INC.   2023-07-07 2024-06-12
COMERICA INC.   2023-09-21 2024-06-12
CULLEN FROST ERS INC.   2023-09-21 2024-06-10
NVIDIA CORP.   2023-09-21 2024-03-12
NVIDIA CORP.   2023-09-21 2024-04-12
SALESFORCE INC.   2024-05-31 2024-10-29
STANDARD LITHIUM LTD. (CANADA)   2023-06-12 2024-03-12
U.S. TREASURY NOTES   2024-01-22 2024-11-15
U.S. TREASURY NOTES   2024-01-26 2024-11-15
ADVANCED MICRO DEVICES INC.   2023-09-21 2024-10-29
ALBEMARLE CORP.   2023-04-06 2024-04-12
ALLY FINANCIAL INC.   2023-01-24 2024-05-21
AMERICAN TOWER CORP. NEW REIT   2021-02-01 2024-01-23
AMERICAN TOWER CORP.   2022-12-09 2024-01-16
BANK OF NOVA SCOTIA 6Y DOW JONES IND. AVG. PRINCIPAL PROTECTED DEBT NOTES   2018-10-25 2024-10-25
BLACKSTONE PRIVATE CREDIT FUND   2023-01-24 2024-09-16
BRUNSWICK CORP.   2023-01-24 2024-08-19
CONAGRA BRANDS INC.   2023-01-24 2024-05-01
COSTCO WHOLESALE CORPORATION   2020-03-27 2024-06-10
COSTCO WHOLESALE CORPORATION   2020-09-21 2024-10-29
COSTCO WHOLESALE CORPORATION   2022-05-12 2024-10-29
CULLEN FROST ERS INC.   2023-03-16 2024-06-10
CULLEN FROST ERS INC.   2023-05-18 2024-06-10
ENERGY TRANSFER LP   2022-12-09 2024-01-16
FORD MOTOR CREDIT COMANY LLC   2019-08-22 2024-01-09
FOX CORPORATION   2022-12-09 2024-01-25
GENERAL MOTORS FINANCIAL COMPANY   2022-12-09 2024-01-17
HOST HOTELS & RESORTS, L.P.   2022-12-09 2024-04-01
HOST HOTELS & RESORTS, L.P.   2023-01-24 2024-04-01
INTERNATIONAL PAPER COMPANY   2020-04-06 2024-06-03
INTERNATIONAL PAPER COMPANY   2022-12-09 2024-06-03
LOCKHEED MARTIN CORP.   2020-03-06 2024-10-29
LOCKHEED MARTIN CORP.   2022-01-25 2024-10-29
SOUTHERN COMPANY   2023-01-24 2024-08-01
SOUTHWEST AIRLS COMPANY   2022-06-16 2024-05-06
STANDARD LITHIUM LTD. (CANADA)   2021-11-18 2024-03-12
U.S. TREASURY NOTES   2022-09-29 2024-09-30
UNITI GROUP INCORPORATED REIT   2022-12-15 2024-10-29
BROADCOM INC.   2023-09-13 2024-04-24
BROADCOM INC.   1932-09-13 2024-08-22
CME GROUP INC.   2023-09-13 2024-05-01
CISCO SYSTEMS INC.   2023-09-13 2024-07-08
CISCO SYSTEMS INC.   2023-09-13 2024-07-09
CISCO SYSTEMS INC.   2023-09-29 2024-07-09
CISCO SYSTEMS INC.   2023-09-26 2024-07-10
CISCO SYSTEMS INC.   2023-10-11 2024-07-10
DEVON ENERGY CORPORATION NEW   2023-09-13 2024-04-24
DEVON ENERGY CORPORATION NEW   2023-09-26 2024-09-26
DEVON ENERGY CORPORATION NEW   2023-10-11 2024-09-27
HOME DEPOT INCORPORATED   2023-09-13 2024-05-01
JPMORGAN CHASE & COMPANY   2023-09-13 2024-05-01
MARATHON PETE CORPORATION   2023-09-13 2024-05-01
MERCK & COMPANY INCORPORATED   2023-09-13 2024-04-24
MICROSOFT CORPORATION   2023-09-13 2024-05-01
MICROSOFT CORPORATION   2023-09-13 2024-08-22
MOTOROLA SOLUTIONS INCORPORATED   2023-09-13 2024-04-24
WALMART INCORPORATED   2023-09-13 2024-05-01
EATON CORPORATION PLC SHS (IRELAND)   2023-09-13 2024-04-24
EATON CORPORATION PLC SHS (IRELAND)   2023-09-13 2024-08-22
CHUBB LIMITED (SWITZERLAND)   2023-09-13 2024-04-24
CHUBB LIMITED (SWITZERLAND)   2023-09-13 2024-08-07
DEVON ENERGY CORPORATION NEW   2023-09-13 2024-09-24
DEVON ENERGY CORPORATION NEW   2023-09-13 2024-09-25
DEVON ENERGY CORPORATION NEW   2023-09-13 2024-09-26
DEVON ENERGY CORPORATION NEW   2023-09-13 2024-09-27
MARATHON PETE CORPORATION   2023-09-13 2024-09-24
MARATHON PETE CORPORATION   2023-09-13 2024-09-25
APPLE INCORPORATED   2016-03-31 2024-05-09
BOEING COMPANY   2015-12-16 2024-03-21
BOEING COMPANY   2015-12-16 2024-10-23
COMCAST CORPORATION NEW CLASS A   2014-08-21 2024-12-05
COMCAST CORPORATION NEW CLASS A   2017-11-30 2024-12-05
COMCAST CORPORATION NEW CLASS A   2018-05-16 2024-12-05
COMCAST CORPORATION NEW CLASS A   2018-09-05 2024-12-05
COMCAST CORPORATION NEW CLASS A   2008-10-24 2024-12-05
RBC RAYMOND JAMES ENERGY AND MATERIALS EQUITY   2023-08-18 2024-08-29
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 40,904   40,006 898
b 31,552   33,006 -1,454
c 8,369   7,006 1,363
d 29,978   30,006 -28
e 945,284   500,006 445,278
277,500   250,006 27,494
319,500   315,883 3,617
300,000   300,006 -6
283,125   274,450 8,675
398,300   350,006 48,294
331,050   300,006 31,044
533,711   500,006 33,705
349,667   200,006 149,661
380,377   300,006 80,371
351,328   300,006 51,322
373,500   300,006 73,494
207,349   200,006 7,343
389,760   349,930 39,830
155,725   249,848 -94,123
97,515   131,316 -33,801
48,953   53,890 -4,937
43,498   30,320 13,178
145,955   131,000 14,955
145,955   112,016 33,939
145,955   113,224 32,731
164,577   150,004 14,573
58,448   49,963 8,485
80,185   74,927 5,258
150,241   68,772 81,469
278,615   130,916 147,699
269,744   195,040 74,704
6,050   21,547 -15,497
200,000   200,000 0
200,000   200,000 0
166,035   96,850 69,185
95,036   149,991 -54,955
100,000   100,000 0
215,572   249,846 -34,274
100,000   100,000 0
497,860   390,888 106,972
100,000   100,000 0
100,000   100,000 0
100,000   100,000 0
17,764   5,796 11,968
159,875   60,336 99,539
88,819   48,421 40,398
143,823   159,888 -16,065
115,529   119,911 -4,382
150,000   150,000 0
200,000   200,000 0
150,000   150,000 0
150,000   150,000 0
150,000   150,000 0
100,000   100,000 0
35,853   23,651 12,202
35,853   29,160 6,693
14,254   9,788 4,466
259,860   182,696 77,164
100,000   100,000 0
139,484   179,392 -39,908
6,050   38,448 -32,398
500,000   500,000 0
83,413   87,168 -3,755
15,001   10,230 4,771
27,676   14,408 13,268
3,565   3,506 59
18,097   22,149 -4,052
33,378   40,973 -7,595
10,192   11,703 -1,511
7,726   8,857 -1,131
9,382   10,940 -1,558
3,266   3,213 53
7,291   8,955 -1,664
6,951   8,417 -1,466
3,308   3,258 50
4,229   3,229 1,000
3,207   2,784 423
5,816   5,026 790
3,945   3,341 604
12,913   10,356 2,557
8,305   6,725 1,580
4,078   3,782 296
5,345   3,809 1,536
31,648   23,751 7,897
2,897   2,500 397
43,560   33,959 9,601
14,134   17,544 -3,410
12,794   16,167 -3,373
16,147   21,573 -5,426
8,148   9,893 -1,745
12,081   11,445 636
32,205   30,469 1,736
55,206   8,204 47,002
49,042   38,517 10,525
31,083   29,515 1,568
69,124   43,982 25,142
4,403   3,799 604
6,711   5,110 1,601
9,490   8,049 1,441
85,497   12,907 72,590
390,276   350,006 40,270
238,150     238,150
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       898
b       -1,454
c       1,363
d       -28
e       445,278
      27,494
      3,617
      -6
      8,675
      48,294
      31,044
      33,705
      149,661
      80,371
      51,322
      73,494
      7,343
      39,830
      -94,123
      -33,801
      -4,937
      13,178
      14,955
      33,939
      32,731
      14,573
      8,485
      5,258
      81,469
      147,699
      74,704
      -15,497
      0
      0
      69,185
      -54,955
      0
      -34,274
      0
      106,972
      0
      0
      0
      11,968
      99,539
      40,398
      -16,065
      -4,382
      0
      0
      0
      0
      0
      0
      12,202
      6,693
      4,466
      77,164
      0
      -39,908
      -32,398
      0
      -3,755
      4,771
      13,268
      59
      -4,052
      -7,595
      -1,511
      -1,131
      -1,558
      53
      -1,664
      -1,466
      50
      1,000
      423
      790
      604
      2,557
      1,580
      296
      1,536
      7,897
      397
      9,601
      -3,410
      -3,373
      -5,426
      -1,745
      636
      1,736
      47,002
      10,525
      1,568
      25,142
      604
      1,601
      1,441
      72,590
      40,270
      238,150
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,975,600
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 41,525
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 41,525
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 41,525
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 38,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,397
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,122
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 arrow   Refundedright arrow 11  
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowWWW.GUIDESTAR.COM
14
The books are in care ofright arrowLOVELL COMPANY Telephone no.right arrow (504) 525-0208

Located atright arrow300 BOARD OF TRADE PLACENEW ORLEANSLA ZIP+4right arrow70130
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)
 
No
(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
 
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN C LOVELL JR TREASURER
0.00 		0 0 0
300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130
H L HAWKINS III PRESIDENT
0.00 		0 0 0
300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130
DEBORAH HAWKINS VICE PRESIDENT SECRETARY
0.00 		0 0 0
300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130
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 arrow0
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
40,546,822
b
Average of monthly cash balances.......................
1b
1,916,477
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
42,463,299
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
42,463,299
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
636,949
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
41,826,350
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,091,318
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
2,091,318
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
41,525
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
41,525
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,049,793
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,049,793
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
2,049,793
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
1,815,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,815,000
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 2,049,793
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,720,172
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,815,000
a Applied to 2023, but not more than line 2a 1,720,172
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..... 94,828
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 .......... 		1,954,965
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....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
H L HAWKINS III
300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130
(504) 525-0208
bThe form in which applications should be submitted and information and materials they should include:
NAME, ADDRESS, PHONE NUMBER AND TYPE OF REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
N/A
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

AMERICAN LEGION ENDOWMENT

P O BOX 1954
INDIANAPOLIS,IN46206 		NONE   DONATION TO SUPPORT VETERANS 50,000

BRIDGE HOUSE

4150 EARHART BLVD
NEW ORLEANS,LA70125 		NONE   DONATION TO SUPPORT RECOVERY FROM ADDICTION IN THE NEW ORLEANS AREA 100,000

DELTA OLYMPIC SAILING ASSOCIATION

300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130 		NONE   DONATION TO SUPPORT OLYMPIC SAILING IN THE NEW ORLEANS AREA 25,000

DISABLED AMERICAN VETERANS

P O BOX 14301
CINCINNATI,OH452500301 		NONE   DONATION TO SUPPORT INJURED MILITARY SERVICE MEMBERS 100,000

FRIENDS OF RIVERTOWN THEATERS

325 MINOR ST
KENNER,LA70062 		NONE   DONATION TO SUPPORT PERFORMING ARTS IN THE NEW ORLEANS AREA 15,000

GREATER NEW ORLEANS FOUNDATION

1055 ST CHARLES AVENUE STE 100
NEW ORLEANS,LA70130 		NONE   DONATION FOR GRAND OPERA IN NEW ORLEANS AREA 200,000

ISIDORE NEWMAN SCHOOL

1903 JEFFERSON AVENUE
NEW ORLEANS,LA70115 		NONE   DONATION TO SUPPORT THE NEWMAN FUND DESIGNATED FOR CHOIR PROGRAM 25,000

JEFFERSON PERFORMING ARTS SOCIETY

6400 AIRLINE DR
METAIRIE,LA70003 		NONE   DONATION TO SUPPORT PERFORMING ARTS IN THE NEW ORLEANS AREA 25,000

LOUISE S MCGEHEE SCHOOL

2343 PRYTANIA ST
NEW ORLEANS,LA70130 		NONE   DONATION TO SUPPORT DANCE EDUCATION IN THE NEW ORLEANS AREA 25,000

LOUISIANA PHILHARMONIC ORCHESTRA

1010 COMMON STREET SUITE 2120
NEW ORLEANS,LA70112 		NONE   DONATION TO SUPPORT SYMPHONIC MUSIC IN THE NEW ORLEANS AREA 250,000

NATIONAL WWII MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		NONE   DONATION TO SUPPORT WORLD WAR II HISTORY IN THE NEW ORLEANS AREA 50,000

NEW ORLEANS BALLET ASSOCIATION

935 GRAVIER STREET
NEW ORLEANS,LA70112 		NONE   DONATION TO SUPPORT BALLET IN THE NEW ORLEANS AREA 250,000

NEW ORLEANS MUSEUM OF ART

ONE COLLINS C DIBOLL CIRCLE CITY
PARK
NEW ORLEANS,LA70124 		NONE   DONATION TO SUPPORT ART IN THE NEW ORLEANS AREA 250,000

NEW ORLEANS OPERA ASSOCIATION

616 GIROD STREET SUITE 200
NEW ORLEANS,LA70130 		NONE   DONATION TO SUPPORT OPERA IN THE NEW ORLEANS AREA 200,000

SECOND HARVEST FOOD BANK

700 EDWARDS AVE
NEW ORLEANS,LA70123 		NONE   DONATION TO SUPPORT THE FIGHT AGAINST HUNGER IN THE NEW ORLEANS AREA 175,000

WOUNDED WARRIOR PROJECT

P O BOX 758517
TOPEKA,KS66675 		NONE   DONATION TO SUPPORT INJURED MILITARY SERVICE MEMBERS 50,000

LOUISIANA NATIONAL GUARD FOUNDATION

6400 ST CLAUDE AVE
NEW ORLEANS,LA70117 		NONE   DONATION TO SUPPORT LOUISIANA MILITARY DEPARTMENT, THEIR MUSEUMS, AND EDUCATIONAL PROGRAMS 25,000
Total .................................right arrow 3a 1,815,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 1,039,458  
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 .....     14 527,326  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,975,600  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    14    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,542,384 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,542,384
(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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LOVELL & COMPANY 46,570 46,570   0

TY 2024 InvestmentsCorpStockSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Name of Stock End of Year Book Value End of Year Fair Market Value
RAYMOND JAMES #LU585 9,327,671 9,327,671
RAYMOND JAMES #WM001 14,291,257 14,291,257
RAYMOND JAMES #4K304 17,276,914 17,276,914
RAYMOND JAMES #W9022 2,885,094 2,885,094

TY 2024 InvestmentsOtherSchedule2
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PARTNERSHIP INVESTMENTS FMV 146,822 146,822

TY 2024 OtherIncomeSchedule2
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SCH K-1, SUCC OF LCH - OTHER INCOME 551,016 551,016 551,016
SCH K-1, SUCC OF LCH - RENTAL INCOME 0 0 0
RJ #4K304 - LAWSUIT SETTLEMENT 0 0 0
RJ #LU585 - LAWSUIT SETTLEMENT 0 0 0
RJ #LU585 - OTHER INCOME 0 0 0
OTHER INVESTMENT INC - ALL ACCTS 0 0 0
SCH K-1, F&S HOTEL FUND I - OTHER INCOME -23,690 -23,690 -23,690


TY 2024 OtherIncreasesSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Description Amount
NET UNREALIZED GAIN/LOSS PER YE STATEMENTS 3,469,428


TY 2024 OtherLiabilitiesSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Description Beginning of Year - Book Value End of Year - Book Value
CARRYFORWARD DISTRIBUTION FROM SUCC OF LCH 907,849 1,100,783


TY 2024 OtherProfessionalFeesSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RAYMOND JAMES #4K304 FEES 164,807 164,807   0
RAYMOND JAMES #WM001 FEES 259,552 259,552   0
RAYMOND JAMES #W9022 FEES 33,108 33,108   0


TY 2024 SubstantialContributorsSch
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Name Address
SUCCESSION OF LOIS CHALONA HAWKINS
  		300 BOARD OF TRADE PLACE
NEW ORLEANS,LA70130


TY 2024 TaxesSchedule
Name:
LOIS AND LLOYD HAWKINS JR FOUNDATION
EIN:
33-1059511
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL INCOME TAXES 0 0   0
FOREIGN DIVIDEND TAXES - 4K304 1,965 1,965   0
FOREIGN DIVIDEND TAXES - WM001 0 0   0
FOREIGN DIVIDEND TAXES - SUCC OF LCH 0 0   0
TAXES - INT/PEN 0 0   0