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
GOLDRING FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)524 METAIRIE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
METAIRIE, LA700054308
A Employer identification number

72-6022666
B Telephone number (see instructions)

(504) 849-6078
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$237,885,922J 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) 68,260,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 30,059 30,059  
4 Dividends and interest from securities... 2,634,063 2,634,063  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,791,872
b Gross sales price for all assets on line 6a 17,865,388
7 Capital gain net income (from Part IV, line 2)... 2,791,872
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
-224,477 14,853 0
12 Total. Add lines 1 through 11........ 73,491,517 5,470,847 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
878 439 88 351
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,002 7,001 1,400 5,601
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
714 357 71 286
17 Interest............... 32,334 32,334 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,675 41,675 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 8,599 4,300 860 3,439
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
330,467 315,804 1,934 12,729
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 428,669 401,910 4,353 22,406
25 Contributions, gifts, grants paid....... 6,997,992 6,997,992
26 Total expenses and disbursements. Add lines 24 and 25 7,426,661 401,910 4,353 7,020,398
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 66,064,856
b Net investment income (if negative, enter -0-) 5,068,937
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............. 700,089 203,909 203,909
2 Savings and temporary cash investments......... 19,109,622 8,218,238 8,218,238
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 arrow5,566,732
Less: allowance for doubtful accounts right arrow0 4,242,060 5,566,732 8,068,436
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 35,821 219,680 219,680
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 88,183,281 Click to see attachment
List of Attached Documents:
// Content
99,509,099 		128,452,083
c Investments—corporate bonds (attach schedule)....... 4,115,163 Click to see attachment
List of Attached Documents:
// Content
54,258,455 		54,241,237
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).......... 18,582,400 Click to see attachment
List of Attached Documents:
// Content
31,208,733 		38,482,339
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) 134,968,436 199,184,846 237,885,922
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 134,968,436 199,184,846
29 Total net assets or fund balances (see instructions)..... 134,968,436 199,184,846
30 Total liabilities and net assets/fund balances (see instructions). 134,968,436 199,184,846
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
134,968,436
2
Enter amount from Part I, line 27a .....................
2
66,064,856
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
17,877
4
Add lines 1, 2, and 3 ..........................
4
201,051,169
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,866,323
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
199,184,846
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 PASSTHROUGH FROM K-1 INVESTMENTS P 2024-01-01 2024-12-31
b PASSTHROUGH FROM K-1 INVESTMENTS P 2023-12-30 2024-12-31
c FULLERTHALER BEHAVIORAL SMALL-CAP EQ FD INSTL CL N/L (FTHSX) P 2023-12-29 2024-03-26
d FULLERTHALER BEHAVIORAL SMALL-CAP EQ FD INSTL CL N/L (FTHSX) P 2024-02-01 2024-03-26
e FULLERTHALER BEHAVIORAL SMALL-CAP EQ FD INSTL CL N/L (FTHSX) P 2024-03-01 2024-03-26
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-01-29
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-02-26
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-03-28
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-04-23
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-05-17
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-06-20
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-07-24
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-08-21
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-09-23
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-10-16
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2024-01-16 2024-11-25
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-18 2024-01-18
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2023-09-05 2024-07-24
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2023-09-05 2024-07-29
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2023-10-31 2024-09-20
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2023-10-31 2024-09-23
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-14 2024-02-14
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-14 2024-05-07
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-14 2024-05-23
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-14 2024-06-04
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-16 2024-06-04
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-18 2024-06-04
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-18 2024-07-02
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-24 2024-07-02
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-24 2024-08-16
ALPHA METALLURGICAL RESOUR INCORPORATED (AMR) P 2023-08-30 2024-08-16
BANK OZK LITTLE ROCK ARK (OZK) P 2023-02-10 2024-01-29
BANK OZK LITTLE ROCK ARK (OZK) P 2023-02-23 2024-02-12
BANK OZK LITTLE ROCK ARK (OZK) P 2023-02-23 2024-02-15
BANK OZK LITTLE ROCK ARK (OZK) P 2023-02-28 2024-02-15
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-08 2024-02-15
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-08 2024-02-16
BEACON FINANCIAL CORPORATION (BBT) P 2023-03-23 2024-02-29
BOYD GAMING CORPORATION (BYD) P 2023-09-05 2024-03-05
BOYD GAMING CORPORATION (BYD) P 2023-09-07 2024-03-05
BOYD GAMING CORPORATION (BYD) P 2023-09-07 2024-03-13
BOYD GAMING CORPORATION (BYD) P 2023-09-08 2024-03-13
BOYD GAMING CORPORATION (BYD) P 2023-09-08 2024-04-29
BOYD GAMING CORPORATION (BYD) P 2023-09-14 2024-04-29
CADENCE BANK (CADE) P 2023-02-21 2024-02-15
CADENCE BANK (CADE) P 2023-02-21 2024-02-16
CHEMED CORPORATION NEW (CHE) P 2023-11-03 2024-06-03
COMFORT SYSTEMS USA INCORPORATED (FIX) P 2023-05-04 2024-03-27
COMFORT SYSTEMS USA INCORPORATED (FIX) P 2023-11-02 2024-10-28
COMFORT SYSTEMS USA INCORPORATED (FIX) P 2023-11-02 2024-10-30
CONCENTRIX CORPORATION (CNXC) P 2023-09-01 2024-02-15
CONCENTRIX CORPORATION (CNXC) P 2023-09-11 2024-02-15
CONCENTRIX CORPORATION (CNXC) P 2023-09-11 2024-02-16
CONCENTRIX CORPORATION (CNXC) P 2023-09-19 2024-02-16
CONCENTRIX CORPORATION (CNXC) P 2023-09-19 2024-02-21
CONCENTRIX CORPORATION (CNXC) P 2023-09-20 2024-02-21
CONCENTRIX CORPORATION (CNXC) P 2023-09-20 2024-02-22
CONCENTRIX CORPORATION (CNXC) P 2023-09-25 2024-02-22
CONCENTRIX CORPORATION (CNXC) P 2023-09-25 2024-02-28
CONCENTRIX CORPORATION (CNXC) P 2023-09-28 2024-02-28
CONCENTRIX CORPORATION (CNXC) P 2023-09-28 2024-03-12
CONCENTRIX CORPORATION (CNXC) P 2023-09-29 2024-03-12
CONCENTRIX CORPORATION (CNXC) P 2023-10-11 2024-03-12
GLOBUS MED INCORPORATED CLASS A (GMED) P 2023-10-17 2024-02-15
GLOBUS MED INCORPORATED CLASS A (GMED) P 2023-10-17 2024-02-16
GLOBUS MED INCORPORATED CLASS A (GMED) P 2023-10-17 2024-04-24
INTEGRA LIFESCIENCES HLDGS CP COM NEW (IART) P 2023-11-03 2024-04-24
INTERDIGITAL INCORPORATED (IDCC) P 2023-11-13 2024-04-09
INTERDIGITAL INCORPORATED (IDCC) P 2023-11-21 2024-04-09
INTERDIGITAL INCORPORATED (IDCC) WASH SALE P 2023-11-21 2024-04-09
INTERDIGITAL INCORPORATED (IDCC) P 2023-11-21 2024-04-11
INTERDIGITAL INCORPORATED (IDCC) P 2023-11-28 2024-04-11
MASONITE INTERNATIONAL CORPORATION (CANADA) (XXX-XX-XXXX) P 2024-01-24 2024-05-15
MERITAGE HOMES CORPORATION (MTH) P 2024-04-01 2024-11-07
MERITAGE HOMES CORPORATION (MTH) P 2024-04-01 2024-11-13
MERITAGE HOMES CORPORATION (MTH) P 2024-07-01 2024-11-13
NBT BANCORP INCORPORATED (NBTB) P 2023-05-09 2024-02-06
NBT BANCORP INCORPORATED (NBTB) P 2023-05-11 2024-02-06
OPTION CARE HEALTH INCORPORATED COM NEW (OPCH) P 2023-11-08 2024-11-04
OPTION CARE HEALTH INCORPORATED COM NEW (OPCH) P 2023-11-08 2024-11-07
OTTER TAIL CORPORATION (OTTR) P 2023-08-08 2024-06-26
OTTER TAIL CORPORATION (OTTR) P 2023-11-01 2024-06-26
TERADATA CORPORATION DEL (TDC) P 2023-02-15 2024-02-15
TERADATA CORPORATION DEL (TDC) P 2023-02-17 2024-02-15
TERADATA CORPORATION DEL (TDC) P 2023-02-23 2024-02-15
TERADATA CORPORATION DEL (TDC) P 2023-02-23 2024-02-21
TERADATA CORPORATION DEL (TDC) P 2023-06-22 2024-02-21
TERADATA CORPORATION DEL (TDC) P 2023-06-22 2024-05-08
ZIONS BANCORPORATION N A (ZION) P 2023-05-08 2024-01-30
ZIONS BANCORPORATION N A (ZION) P 2023-05-08 2024-01-31
ZIONS BANCORPORATION N A (ZION) P 2023-05-12 2024-01-31
ZIONS BANCORPORATION N A (ZION) P 2023-05-12 2024-02-05
ZIONS BANCORPORATION N A (ZION) P 2023-05-12 2024-02-07
ZIONS BANCORPORATION N A (ZION) P 2023-05-26 2024-02-07
ZIONS BANCORPORATION N A (ZION) P 2023-05-26 2024-02-09
ZIONS BANCORPORATION N A (ZION) P 2023-07-25 2024-02-09
ZIONS BANCORPORATION N A (ZION) P 2023-07-25 2024-05-10
ZIONS BANCORPORATION N A (ZION) P 2023-07-25 2024-05-13
ZIONS BANCORPORATION N A (ZION) P 2023-07-25 2024-05-17
ZIONS BANCORPORATION N A (ZION) P 2023-10-09 2024-05-17
ZIONS BANCORPORATION N A (ZION) P 2023-10-11 2024-05-17
ZIONS BANCORPORATION N A (ZION) P 2023-10-11 2024-08-15
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-22 2024-05-03
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-23 2024-05-03
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-25 2024-05-03
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-25 2024-05-06
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-30 2024-05-06
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-01-30 2024-05-07
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-02-02 2024-05-07
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-02-02 2024-05-08
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-02-02 2024-09-23
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-02-07 2024-09-23
JAZZ PHARMACEUTICALS PLC SHS USD (IRELAND) (JAZZ) P 2024-02-09 2024-09-23
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-11 2024-01-18
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-18 2024-01-23
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-18 2024-01-26
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-24 2024-01-26
AMN HEALTHCARE SVCS INCORPORATED (AMN) P 2023-01-24 2024-02-02
ACADEMY SPORTS & OUTDOORS INCORPORATED (ASO) P 2022-04-29 2024-03-22
ACADEMY SPORTS & OUTDOORS INCORPORATED (ASO) P 2022-05-10 2024-03-22
ACADEMY SPORTS & OUTDOORS INCORPORATED (ASO) P 2022-05-10 2024-06-12
ACADEMY SPORTS & OUTDOORS INCORPORATED (ASO) P 2022-05-20 2024-06-12
ACUITY INCORPORATED (AYI) P 2021-04-26 2024-09-24
ACUITY INCORPORATED (AYI) P 2021-04-28 2024-09-24
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2020-07-27 2024-01-31
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2020-08-03 2024-01-31
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2020-08-03 2024-07-17
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2020-08-11 2024-07-17
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2020-08-11 2024-07-24
ADTALEM GLOBAL ED INCORPORATED (ATGE) P 2023-09-05 2024-09-20
ATKORE INCORPORATED (ATKR) P 2021-02-12 2024-04-22
ATKORE INCORPORATED (ATKR) P 2021-08-04 2024-04-22
ATKORE INCORPORATED (ATKR) P 2021-08-04 2024-05-08
ATKORE INCORPORATED (ATKR) P 2021-08-04 2024-06-12
ATKORE INCORPORATED (ATKR) P 2021-09-16 2024-06-12
ATKORE INCORPORATED (ATKR) P 2021-09-16 2024-06-25
ATKORE INCORPORATED (ATKR) P 2021-11-22 2024-06-25
ATKORE INCORPORATED (ATKR) P 2021-11-22 2024-08-06
ATKORE INCORPORATED (ATKR) P 2022-11-02 2024-08-06
ATKORE INCORPORATED (ATKR) P 2022-11-02 2024-08-07
ATLANTIC UN BANKSHARES CORPORATION (AUB) P 2023-01-19 2024-02-12
ATLANTIC UN BANKSHARES CORPORATION (AUB) P 2023-02-10 2024-02-12
ATLANTIC UN BANKSHARES CORPORATION (AUB) P 2023-02-10 2024-02-16
ATLANTIC UN BANKSHARES CORPORATION (AUB) P 2023-02-10 2024-04-25
AUTONATION INCORPORATED (AN) P 2022-04-26 2024-08-01
AUTONATION INCORPORATED (AN) P 2022-04-29 2024-08-01
AUTONATION INCORPORATED (AN) P 2022-04-29 2024-10-30
AUTONATION INCORPORATED (AN) P 2022-05-18 2024-10-30
AUTONATION INCORPORATED (AN) P 2022-05-18 2024-10-31
AUTONATION INCORPORATED (AN) P 2022-05-18 2024-11-04
AVNET INCORPORATED (AVT) P 2021-03-17 2024-05-02
BANK OZK LITTLE ROCK ARK (OZK) P 2023-02-10 2024-02-12
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-08 2024-04-02
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-17 2024-04-02
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-17 2024-05-30
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-17 2024-05-30
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-17 2024-06-03
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-17 2024-06-10
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-21 2024-06-10
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-21 2024-06-14
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-21 2024-06-25
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-27 2024-06-25
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-27 2024-07-01
BANK OZK LITTLE ROCK ARK (OZK) P 2023-03-27 2024-07-05
BANK OZK LITTLE ROCK ARK (OZK) P 2023-04-27 2024-07-05
BLOCK H & R INCORPORATED (HRB) P 2020-10-19 2024-01-12
BRUKER CORPORATION (BRKR) P 2018-06-25 2024-06-03
BRUKER CORPORATION (BRKR) P 2018-07-30 2024-06-03
BUILDERS FIRSTSOURCE INCORPORATED (BLDR) P 2020-07-01 2024-07-31
BUILDERS FIRSTSOURCE INCORPORATED (BLDR) P 2020-07-01 2024-08-08
BUILDERS FIRSTSOURCE INCORPORATED (BLDR) P 2020-09-01 2024-08-08
CSG SYSTEMS INTERNATIONAL INCORPORATED (CSGS) P 2018-05-31 2024-10-31
CADENCE BANK (CADE) P 2018-05-31 2024-02-02
CADENCE BANK (CADE) P 2018-07-25 2024-02-02
CADENCE BANK (CADE) P 2018-07-25 2024-02-05
CADENCE BANK (CADE) P 2021-01-12 2024-02-09
CADENCE BANK (CADE) P 2021-01-26 2024-02-09
CADENCE BANK (CADE) P 2021-01-26 2024-02-12
CADENCE BANK (CADE) P 2021-01-26 2024-02-15
CADENCE BANK (CADE) P 2022-05-20 2024-02-15
CADENCE BANK (CADE) P 2022-10-18 2024-02-15
CARTERS INCORPORATED (CRI) P 2022-03-23 2024-07-29
CARTERS INCORPORATED (CRI) P 2022-03-31 2024-07-29
CARTERS INCORPORATED (CRI) P 2022-03-31 2024-07-30
CARTERS INCORPORATED (CRI) P 2022-04-07 2024-07-30
CARTERS INCORPORATED (CRI) P 2022-05-23 2024-07-30
CHEMED CORPORATION NEW (CHE) P 2018-06-21 2024-05-03
CHEMED CORPORATION NEW (CHE) P 2021-07-19 2024-05-07
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PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-07-03 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-08-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-09-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-10-02 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-11-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2023-12-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-05-06 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-05-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-06-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-06-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-07-31 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-08-14 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-09-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-09-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-10-30 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-11-13 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-01 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2020-12-31 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2021-01-15 2024-12-20
PIMCO SHORT TERM FUND CL I2 N/L (PTSPX) P 2021-02-01 2024-12-20
FIMM GOVERNMENT PORTFOLIO MONEY MARKET INSTL CL M/M (FRGXX) P 2023-06-13 2024-12-20
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     396,144 -396,144
b 701,187     701,187
c 181,179   166,000 15,179
d 181,078   166,666 14,412
e 169,060   166,666 2,394
834,000   834,000 0
790,000   790,000 0
525,000   525,000 0
833,333   833,333 0
740,000   740,000 0
590,400   590,400 0
770,000   770,000 0
833,333   833,333 0
833,333   833,333 0
810,000   810,000 0
833,333   833,333 0
10,997   14,461 -3,464
2,857   1,571 1,286
15,648   8,682 6,966
8,621   5,951 2,670
7,922   5,381 2,541
16,331   7,939 8,392
24,173   14,933 9,240
19,792   12,287 7,505
7,265   4,537 2,728
6,659   4,278 2,381
2,422   1,550 872
21,666   13,172 8,494
17,524   10,690 6,834
11,700   9,718 1,982
14,507   12,685 1,822
14,668   14,152 516
20,550   22,024 -1,474
3,893   4,155 -262
11,591   12,450 -859
7,223   6,861 362
7,919   7,601 318
8,466   9,888 -1,422
10,654   10,966 -312
6,033   6,116 -83
5,557   5,726 -169
5,241   5,427 -186
7,064   8,500 -1,436
2,337   2,769 -432
54   54 0
2,947   2,887 60
2,210   2,349 -139
14,295   6,596 7,699
6,130   3,009 3,121
7,832   3,761 4,071
2,524   2,411 113
15,480   13,422 2,058
676   584 92
6,166   5,415 751
5,742   5,267 475
5,257   4,881 376
3,370   3,078 292
5,425   4,920 505
3,416   3,653 -237
6,692   7,876 -1,184
442   574 -132
13,264   17,017 -3,753
3,853   5,004 -1,151
3,614   3,794 -180
6,119   6,305 -186
6,703   7,310 -607
404   544 -140
9,935   9,329 606
12,154   12,498 -344
216     216
8,903   9,126 -223
2,323   2,388 -65
33,516   22,923 10,593
17,914   16,772 1,142
7,388   7,163 225
14,777   13,139 1,638
7,630   7,221 409
2,441   2,296 145
4,948   6,242 -1,294
18,065   22,593 -4,528
947   1,008 -61
6,626   6,011 615
721   787 -66
15,931   17,409 -1,478
7,965   8,696 -731
2,887   3,147 -260
2,241   3,050 -809
6,853   10,805 -3,952
21,387   11,784 9,603
6,652   3,813 2,839
3,819   1,976 1,843
10,320   5,883 4,437
16,286   9,258 7,028
1,523   1,114 409
15,986   11,337 4,649
3,503   3,225 278
9,198   7,748 1,450
5,737   4,819 918
4,542   3,744 798
16,009   11,889 4,120
495   387 108
23,557   17,922 5,635
9,090   9,784 -694
7,228   7,716 -488
2,628   2,926 -298
12,715   14,020 -1,305
4,091   4,608 -517
9,650   10,960 -1,310
110   123 -13
11,846   13,157 -1,311
2,952   3,320 -368
15,526   17,520 -1,994
4,045   4,537 -492
3,321   4,936 -1,615
16,340   21,740 -5,400
824   1,068 -244
9,288   11,882 -2,594
9,967   12,553 -2,586
26,055   15,661 10,394
28,025   16,265 11,760
2,676   1,844 832
22,530   12,631 9,899
18,593   12,292 6,301
13,671   9,316 4,355
10,209   7,531 2,678
5,501   3,785 1,716
19,836   8,559 11,277
7,666   3,686 3,980
14,523   6,954 7,569
15,218   8,856 6,362
4,495   1,622 2,873
5,186   2,540 2,646
23,347   12,530 10,817
13,990   8,128 5,862
11,950   7,401 4,549
13,704   9,477 4,227
15,531   14,035 1,496
3,895   4,482 -587
922   877 45
18,571   18,123 448
10,828   11,251 -423
3,074   3,489 -415
3,948   4,497 -549
4,808   5,737 -929
1,823   1,154 669
8,022   5,148 2,874
2,733   1,989 744
10,451   7,157 3,294
5,650   3,964 1,686
7,383   5,065 2,318
12,535   10,577 1,958
1,939   2,102 -163
2,996   2,753 243
11,315   9,222 2,093
5,899   5,108 791
29,704   26,246 3,458
12,243   10,788 1,455
3,360   3,179 181
9,287   9,229 58
14,573   14,444 129
18,788   18,121 667
4,007   3,612 395
16,284   14,098 2,186
6,690   5,857 833
8,092   7,046 1,046
4,263   1,651 2,612
5,837   2,614 3,223
28,137   13,127 15,010
6,821   741 6,080
2,298   276 2,022
22,270   4,336 17,934
6,467   5,668 799
10,007   12,921 -2,914
3,987   5,077 -1,090
6,680   8,595 -1,915
14,247   16,192 -1,945
723   793 -70
5,050   5,402 -352
7,328   7,927 -599
4,478   4,115 363
5,645   5,934 -289
2,484   3,916 -1,432
11,118   17,776 -6,658
1,172   1,796 -624
9,312   12,985 -3,673
8,202   10,185 -1,983
5,021   2,905 2,116
11,524   9,386 2,138
5,726   4,764 962
6,078   5,240 838
16,025   13,976 2,049
16,755   9,056 7,699
1,841   1,105 736
16,551   2,894 13,657
23,765   3,999 19,766
9,218   1,526 7,692
4,132   525 3,607
33,058   4,282 28,776
24,832   3,353 21,479
27,050   3,636 23,414
14,012   1,858 12,154
5,718   727 4,991
28,838   10,993 17,845
12,643   4,837 7,806
18,006   7,036 10,970
27,077   10,119 16,958
5,588   2,163 3,425
13,285   5,279 8,006
8,789   3,519 5,270
2,570   1,836 734
5,140   3,874 1,266
2,181   1,679 502
7,048   5,906 1,142
1,010   844 166
2,636   1,143 1,493
17,283   7,974 9,309
13,458   5,947 7,511
2,017   878 1,139
15,358   7,011 8,347
4,396   2,395 2,001
19,021   8,151 10,870
4,997   1,956 3,041
842   326 516
10,108   5,203 4,905
27,654   14,742 12,912
11,434   6,070 5,364
20,418   7,032 13,386
12,458   3,375 9,083
13,496   3,474 10,022
16,384   4,276 12,108
28,672   6,723 21,949
18,475   3,562 14,913
15,151   8,046 7,105
9,172   5,019 4,153
1,087   464 623
3,170   549 2,621
15,437   2,439 12,998
23,031   3,536 19,495
3,574   568 3,006
23,613   3,978 19,635
20,783   3,725 17,058
23,319   4,041 19,278
729   129 600
16,126   2,778 13,348
46,678   6,912 39,766
15,411   2,261 13,150
10,568   1,563 9,005
17,865   2,539 15,326
1,437   560 877
9,896   8,129 1,767
20,045   16,424 3,621
4,909   4,223 686
13,984   13,049 935
15,928   12,339 3,589
3,616   2,899 717
6,992   5,768 1,224
12,385   9,958 2,427
8,067   5,679 2,388
6,092   4,431 1,661
230   170 60
10,271   8,833 1,438
5,070   4,445 625
1,292   1,186 106
1,216   843 373
2,820   2,415 405
5,135   4,580 555
6,999   6,252 747
7,009   5,782 1,227
834   1,293 -459
5,314   7,488 -2,174
12,117   16,738 -4,621
4,511   3,397 1,114
6,557   5,043 1,514
3,078   2,499 579
8,542   6,954 1,588
3,470   2,735 735
10,325   8,415 1,910
2,065   1,640 425
12,061   18,288 -6,227
12,844   20,323 -7,479
7,804   4,645 3,159
6,446   3,871 2,575
13,704   8,406 5,298
9,015   5,794 3,221
16,990   11,357 5,633
2,456   863 1,593
5,419   9,264 -3,845
5,100   9,439 -4,339
4,101   7,616 -3,515
289   485 -196
3,841   6,756 -2,915
18,070   4,704 13,366
11,428   2,957 8,471
4,026   1,061 2,965
16,872   4,417 12,455
26,505   7,327 19,178
21,179   7,007 14,172
3,637   1,270 2,367
17,822   13,131 4,691
24,871   22,180 2,691
2,839   1,500 1,339
15,181   7,798 7,383
6,594   3,299 3,295
12,706   6,298 6,408
4,824   1,949 2,875
39,705   16,578 23,127
1,967   930 1,037
19,338   8,710 10,628
12,435   6,340 6,095
8,527   4,360 4,167
15,283   7,720 7,563
10,271   5,086 5,185
5,503   2,635 2,868
6,493   3,074 3,419
10,858   4,919 5,939
6,578   2,898 3,680
8,173   3,451 4,722
17,965   7,745 10,220
361   168 193
9,746   4,391 5,355
11,732   4,317 7,415
13,654   4,782 8,872
373   133 240
14,039   5,478 8,561
10,718   4,137 6,581
16,149   6,475 9,674
9,037   3,687 5,350
11,185   4,529 6,656
9,106   3,928 5,178
1,222   335 887
2,052   1,529 523
5,932   4,591 1,341
1,864   1,413 451
8,310   6,167 2,143
4,524   4,625 -101
8,909   9,122 -213
2,761   2,667 94
17,561   15,881 1,680
11,126   10,844 282
10,459   10,713 -254
14,030   14,552 -522
10,691   9,266 1,425
13,003   9,511 3,492
3,443   2,551 892
3,575   2,616 959
3,642   2,376 1,266
6,613   11,076 -4,463
3,735   6,016 -2,281
13,311   14,385 -1,074
5,082   2,139 2,943
7,211   2,974 4,237
18,913   7,592 11,321
565   221 344
14,690   5,828 8,862
6,683   3,132 3,551
10,493   5,907 4,586
1,351   761 590
2,231   1,288 943
4,268   2,458 1,810
18,241   9,306 8,935
5,383   3,685 1,698
2,870   1,847 1,023
17,973   13,149 4,824
4,268   3,111 1,157
7,638   5,564 2,074
6,796   4,918 1,878
4,422   3,134 1,288
8,660   6,176 2,484
3,661   1,984 1,677
14,645   5,582 9,063
32,207   13,179 19,028
11,746   4,896 6,850
13,893   10,028 3,865
3,504   2,553 951
17,895   14,536 3,359
6,302   5,184 1,118
7,044   4,430 2,614
14,314   11,072 3,242
2,425   1,972 453
8,712   7,376 1,336
10,803   9,049 1,754
14,797   12,730 2,067
20,970   18,054 2,916
7,535   5,692 1,843
2,801   1,248 1,553
262   119 143
5,371   2,477 2,894
20,447   11,202 9,245
1,747   934 813
12,173   6,571 5,602
3,780   2,189 1,591
10,547   5,975 4,572
6,354   3,562 2,792
15,638   8,998 6,640
1,532   933 599
284   331 -47
9,186   10,956 -1,770
8,252   10,208 -1,956
27   31 -4
1,116   637 479
6,914   3,820 3,094
5,350   1,413 3,937
3,112   2,100 1,012
278   141 137
12,571   3,693 8,878
4,831   1,412 3,419
12,209   2,935 9,274
19,301   5,324 13,977
5,294   1,473 3,821
8,001   3,418 4,583
11,417   5,485 5,932
9,377   4,535 4,842
2,947   1,319 1,628
18,501   8,591 9,910
6,820   4,831 1,989
2,581   3,644 -1,063
7,356   10,283 -2,927
4,530   7,182 -2,652
2,030   3,219 -1,189
3,679   6,389 -2,710
24,080   6,990 17,090
12,817   3,718 9,099
2,407   2,402 5
2,085   2,079 6
2,245   2,238 7
2,386   2,379 7
2,062   2,055 7
2,155   2,150 5
2,160   2,158 2
2,224   2,204 20
38   38 0
86   87 -1
119   121 -2
132   134 -2
166   169 -3
178   182 -4
186   190 -4
1,811   1,839 -28
213   216 -3
165   168 -3
214   217 -3
230   234 -4
250   254 -4
208   211 -3
200   203 -3
194   197 -3
177   180 -3
190   193 -3
195   198 -3
198   200 -2
219   221 -2
187   189 -2
235   236 -1
276   276 0
409   408 1
464   462 2
560   554 6
673   665 8
697   691 6
838   830 8
909   897 12
1,126   1,111 15
7,322   7,148 174
1,353   1,322 31
1,268   1,242 26
1,370   1,346 24
1,642   1,606 36
1,519   1,489 30
1,813   1,781 32
2,005   1,973 32
1,863   1,838 25
2,060   2,034 26
2,132   2,110 22
2,107   2,088 19
2,156   2,133 23
25,000   25,000 0
24,948   25,000 -52
24,897   25,000 -103
24,744   25,000 -256
24,618   25,000 -382
24,593   25,000 -407
24,593   25,000 -407
24,568   25,000 -432
24,568   25,000 -432
24,543   25,000 -457
24,518   25,000 -482
24,518   25,000 -482
24,469   25,000 -531
24,518   25,000 -482
24,518   25,000 -482
24,493   25,000 -507
24,593   25,000 -407
24,568   25,000 -432
24,543   25,000 -457
2,700,000   2,700,000 0
1,107,507     1,107,507
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       -396,144
b       701,187
c       15,179
d       14,412
e       2,394
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -3,464
      1,286
      6,966
      2,670
      2,541
      8,392
      9,240
      7,505
      2,728
      2,381
      872
      8,494
      6,834
      1,982
      1,822
      516
      -1,474
      -262
      -859
      362
      318
      -1,422
      -312
      -83
      -169
      -186
      -1,436
      -432
      0
      60
      -139
      7,699
      3,121
      4,071
      113
      2,058
      92
      751
      475
      376
      292
      505
      -237
      -1,184
      -132
      -3,753
      -1,151
      -180
      -186
      -607
      -140
      606
      -344
      216
      -223
      -65
      10,593
      1,142
      225
      1,638
      409
      145
      -1,294
      -4,528
      -61
      615
      -66
      -1,478
      -731
      -260
      -809
      -3,952
      9,603
      2,839
      1,843
      4,437
      7,028
      409
      4,649
      278
      1,450
      918
      798
      4,120
      108
      5,635
      -694
      -488
      -298
      -1,305
      -517
      -1,310
      -13
      -1,311
      -368
      -1,994
      -492
      -1,615
      -5,400
      -244
      -2,594
      -2,586
      10,394
      11,760
      832
      9,899
      6,301
      4,355
      2,678
      1,716
      11,277
      3,980
      7,569
      6,362
      2,873
      2,646
      10,817
      5,862
      4,549
      4,227
      1,496
      -587
      45
      448
      -423
      -415
      -549
      -929
      669
      2,874
      744
      3,294
      1,686
      2,318
      1,958
      -163
      243
      2,093
      791
      3,458
      1,455
      181
      58
      129
      667
      395
      2,186
      833
      1,046
      2,612
      3,223
      15,010
      6,080
      2,022
      17,934
      799
      -2,914
      -1,090
      -1,915
      -1,945
      -70
      -352
      -599
      363
      -289
      -1,432
      -6,658
      -624
      -3,673
      -1,983
      2,116
      2,138
      962
      838
      2,049
      7,699
      736
      13,657
      19,766
      7,692
      3,607
      28,776
      21,479
      23,414
      12,154
      4,991
      17,845
      7,806
      10,970
      16,958
      3,425
      8,006
      5,270
      734
      1,266
      502
      1,142
      166
      1,493
      9,309
      7,511
      1,139
      8,347
      2,001
      10,870
      3,041
      516
      4,905
      12,912
      5,364
      13,386
      9,083
      10,022
      12,108
      21,949
      14,913
      7,105
      4,153
      623
      2,621
      12,998
      19,495
      3,006
      19,635
      17,058
      19,278
      600
      13,348
      39,766
      13,150
      9,005
      15,326
      877
      1,767
      3,621
      686
      935
      3,589
      717
      1,224
      2,427
      2,388
      1,661
      60
      1,438
      625
      106
      373
      405
      555
      747
      1,227
      -459
      -2,174
      -4,621
      1,114
      1,514
      579
      1,588
      735
      1,910
      425
      -6,227
      -7,479
      3,159
      2,575
      5,298
      3,221
      5,633
      1,593
      -3,845
      -4,339
      -3,515
      -196
      -2,915
      13,366
      8,471
      2,965
      12,455
      19,178
      14,172
      2,367
      4,691
      2,691
      1,339
      7,383
      3,295
      6,408
      2,875
      23,127
      1,037
      10,628
      6,095
      4,167
      7,563
      5,185
      2,868
      3,419
      5,939
      3,680
      4,722
      10,220
      193
      5,355
      7,415
      8,872
      240
      8,561
      6,581
      9,674
      5,350
      6,656
      5,178
      887
      523
      1,341
      451
      2,143
      -101
      -213
      94
      1,680
      282
      -254
      -522
      1,425
      3,492
      892
      959
      1,266
      -4,463
      -2,281
      -1,074
      2,943
      4,237
      11,321
      344
      8,862
      3,551
      4,586
      590
      943
      1,810
      8,935
      1,698
      1,023
      4,824
      1,157
      2,074
      1,878
      1,288
      2,484
      1,677
      9,063
      19,028
      6,850
      3,865
      951
      3,359
      1,118
      2,614
      3,242
      453
      1,336
      1,754
      2,067
      2,916
      1,843
      1,553
      143
      2,894
      9,245
      813
      5,602
      1,591
      4,572
      2,792
      6,640
      599
      -47
      -1,770
      -1,956
      -4
      479
      3,094
      3,937
      1,012
      137
      8,878
      3,419
      9,274
      13,977
      3,821
      4,583
      5,932
      4,842
      1,628
      9,910
      1,989
      -1,063
      -2,927
      -2,652
      -1,189
      -2,710
      17,090
      9,099
      5
      6
      7
      7
      7
      5
      2
      20
      0
      -1
      -2
      -2
      -3
      -4
      -4
      -28
      -3
      -3
      -3
      -4
      -4
      -3
      -3
      -3
      -3
      -3
      -3
      -2
      -2
      -2
      -1
      0
      1
      2
      6
      8
      6
      8
      12
      15
      174
      31
      26
      24
      36
      30
      32
      32
      25
      26
      22
      19
      23
      0
      -52
      -103
      -256
      -382
      -407
      -407
      -432
      -432
      -457
      -482
      -482
      -531
      -482
      -482
      -507
      -407
      -432
      -457
      0
      1,107,507
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 2,791,872
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 70,458
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 70,458
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 70,458
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 219,680
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.............. 7 219,680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,612
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 147,610
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow147,610 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$ 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. ...............................
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 arrowWWW.GOLDRINGFOUNDATION.COM
14
The books are in care ofright arrowEXECUTIVE DIRECTOR Telephone no.right arrow (504) 849-6078

Located atright arrow524 METAIRIE ROADMETAIRIELA ZIP+4right arrow700054308
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
 
 
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
WILLIAM A GOLDRING CHAIR
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
JEFFREY B GOLDRING TRUSTEE
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
DIANE G FRANCO TRUSTEE
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
COLEMAN ADLER ADVISOR
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
ALAN FRANCO ADVISOR
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
WALTON GOLDRING ADVISOR
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
PAUL L FINE TREASURER
2.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
LISA B WILLIAMS SECRETARY
35.00 		0 0 0
524 METAIRIE ROAD
METAIRIE,LA700054308
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 DONATIONS FOR JEWISH CAUSES 2,081,320
2 DONATIONS FOR EDUCATION/RECREATION/CHILDREN 1,923,500
3 DONATIONS FOR HEALTH 935,200
4 DONATIONS FOR SCHOLARSHIPS 828,000
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
171,263,397
b
Average of monthly cash balances.......................
1b
4,193,824
c
Fair market value of all other assets (see instructions)................
1c
219,680
d
Total (add lines 1a, b, and c).........................
1d
175,676,901
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
175,676,901
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,635,154
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
173,041,747
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,652,087
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
8,652,087
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
70,458
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
70,458
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,581,629
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,581,629
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
8,581,629
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
7,020,398
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
7,020,398
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 8,581,629
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 3,631,492
f Total of lines 3a through e ........ 3,631,492
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,020,398
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 7,020,398
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 1,561,231 1,561,231
(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 2,070,261
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		2,070,261
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 2,070,261
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:
LISA B WILLIAMS
524 METAIRIE ROAD
METAIRIE,LA70005
(504) 849-6087
LISA@GOLDRINGFOUNDATION.COM
bThe form in which applications should be submitted and information and materials they should include:
EMAIL LISA@GOLDRINGFOUNDATION.COM
cAny submission deadlines:
N/A
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

PASS-THROUGH CONTRIBUTIONS FROM K-1 INVESTMENTS

524 METAIRIE ROAD
METAIRIE,LA70005 		NONE   TO SUPPORT THE EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION 30

A'S & ACES

1036 ARABELLA STREET NEW ORLEANS
NEW ORLEANS,LA70115 		NONE   EDUCATION 10,000

ACADEMY INDIVIDUAL EXCELLENCE (AIE)

3101 BLUEBIRD LN
LOUISVILLE,KY40299 		NONE   SCHOLARSHIPS 3,000

AL BRIEDE GOLD CUP

6752 GENERAL DIAZ ST
NEW ORLEANS,LA701243318 		NONE   EDUCATION 500

ALAMO HEIGHTS SCHOOL FOUNDATION

7101 BROADWAY
SAN ANTONIO,TX78209 		NONE   EDUCATION 5,000

AMERICAN CANCER SOCIETY

250 WILLIAMS ST HMPG38
ATLANTA,GA30303 		NONE   HEALTH 1,000

AMERICAN CANCER SOCIETY

250 WILLIAMS ST HMPG38
ATLANTA,GA30303 		NONE   HEALTH 10,000

AMERICAN HEART ASSOCIATION

110 VETERANS MEMORIAL BLVD SUITE
160
METAIRIE,LA70005 		NONE   HEALTH 5,000

AMERICAN ITALIAN RENAISSANCE FOUNDATION

537 S PETERS STREET
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 5,000

AMSTERDAM UNIVERSITY OF APPLIED SCIENCE

AMSTERDAM UNIVERSITY OF APPLIED
SCIENCE
AMSTERDAM   1091 GC
NL 		NONE   SCHOLARSHIPS 7,000

ANNE ARUNDEL CC

101 COLLEGE PKWY
ARNOLD,MD21012 		NONE   SCHOLARSHIPS 3,000

ARCHBISHOP HANNON HS

71324 LA-1077
COVINGTON,LA70433 		NONE   SCHOLARSHIPS 3,000

ASHWORTH COLLEGE

5051 PEACHTREE CORNERS CIR 200
NORCROSS,GA30092 		NONE   SCHOLARSHIPS 3,000

AUBURN UNIVERSITY

182 S COLLEGE ST
AUBURN,AL36849 		NONE   SCHOLARSHIPS 9,000

AUDUBON INSTITUTE

6500 MAGAZINE STREET
NEW ORLEANS,LA70118 		NONE   ANIMALS & ENVIRONMENT 1,242

AVODAH NEW ORLEANS

195 MONTAGUE ST FLOOR 14
BROOKLYN,NY11201 		NONE   JEWISH CAUSES 20,000

BASTION

1901 MIRABEAU AVENUE
NEW ORLEANS,LA70122 		NONE   CIVIL AFFAIRS 25,000

BAY SHORE CHRISTIAN

316 PRESBYTERIAN DR
FAIRHOPE,AL36532 		NONE   SCHOLARSHIPS 3,000

BAYOU DISTRICT FOUNDATION

320 JULIA STREET
NEW ORLEANS,LA70130 		NONE   EDUCATION 50,000

BELLEVUE UNIVERSITY

1000 GALVIN RD S
BELLEVUE,NE68005 		NONE   SCHOLARSHIPS 4,000

BENS FRIENDS

1426 MEETING STREET
CHARLESTON,SC29405 		NONE   HEALTH 50,000

BETHLEHEM HIGH SCHOOL

309 W STEPHEN FOSTER AVE
BARDSTOWN,KY40004 		NONE   SCHOLARSHIPS 9,000

BOISE STATE UNIVIVERSITY

1910 W UNIVERSITY DR
BOISE,ID83725 		NONE   SCHOLARSHIPS 7,000

BOYS HOPE

PO BOX 19307
NEW ORLEANS,LA70179 		NONE   EDUCATION 10,000

BOYS TOWN OF LOUISIANA

300 N BROAD STREET SUITE 105
NEW ORLEANS,LA70119 		NONE   EDUCATION 100,000

BREAKTHROUGH NEW ORLEANS

1903 JEFFERSON AVENUE
NEW ORLEANS,LA70115 		NONE   EDUCATION 5,000

BREASTORATION

201 EVANS ROAD SUITE 319
NEW ORLEANS,LA70123 		NONE   HEALTH 5,000

BRESCIA UNIVERSITY

717 FREDERICA ST
OWENSBORO,KY42301 		NONE   SCHOLARSHIPS 4,000

BRIDGE HOUSE

4150 EARHART BLVD
NEW ORLEANS,LA70125 		NONE   HEALTH 70,000

BRIGHT SCHOOL

PO BOX 55715
METAIRIE,LA70055 		NONE   EDUCATION 10,000

BRIGHT STAR COMMUNITY OUTREACH

4518 S COTTAGE AVE
CHICAGO,IL60653 		NONE   HUMAN SERVICES 10,000

BRIGHT STAR COMMUNITY OUTREACH

4518 S COTTAGE AVE
CHICAGO,IL60653 		NONE   HUMAN SERVICES 5,000

CADA PREVENTION & RECOVERY CENTER

2601 TULANE AVE STE 945
NEW ORLEANS,LA70119 		NONE   HEALTH 10,000

CAMBRIAN COLLEGE

1400 BARRY DOWNE RD
SUDBURY,ONP3A 3V8
CA 		NONE   SCHOLARSHIPS 7,000

CAMPBELLSVILLE UNIVERSITY

1 UNIVERSITY DRIVE
CAMPBELLSVILLE,KY42718 		NONE   SCHOLARSHIPS 13,000

CANADORE COLLEGE

100 COLLEGE DR
NORTH BAY,ONP1B 8K9
CA 		NONE   SCHOLARSHIPS 3,000

CASE WESTERN

10900 EUCLID AVE
CLEVELAND,OH44106 		NONE   SCHOLARSHIPS 4,000

CATHOLIC HIGH SCHOOL

3043 W SCOTT ST
PENSACOLA,FL32505 		NONE   SCHOLARSHIPS 3,000

CENTRE COLLEGE

600 W WALNUT STREET
DANVILLE,KY40422 		NONE   SCHOLARSHIPS 3,000

CGEP DE MATANE

616 AVENUE ST RDEMPTEUR
MATANE,QCG4W 1L1
CA 		NONE   SCHOLARSHIPS 7,000

CGEP MARIE VICTORIN

7000 RUE MARIE-VICTORIN
MONTRAL,QCH1G 2J7
CA 		NONE   SCHOLARSHIPS 4,000

CHABAD LUBAVITCH OF LOUISIANA

7037 FRERET STREET
NEW ORLEANS,LA70118 		NONE   JEWISH CAUSES 15,000

CHAMINADE-MADONNA COLLEGE PREPARATORY SCHOOL

500 E CHAMINADE DR
HOLLYWOOD,FL33021 		NONE   SCHOLARSHIPS 4,000

CHANDLER GILBERT CC

2626 E PECOS RD
CHANDLER,AZ85225 		NONE   SCHOLARSHIPS 4,000

CHASE FAMILY FOUNDATION

PO BOX 791313
NEW ORLEANS,LA70179 		NONE   HUMAN SERVICES 500

CITY YEAR

3400 ST CLAUDE AVE
NEW ORLEANS,LA70117 		NONE   EDUCATION 100,000

CLAL

440 PARK AVENUE SOUTH 4TH FLOOR
NEW YORK,NY100168012 		NONE   JEWISH CAUSES 75,000

COLLGE AHUNTSIC

9155 RUE ST-HUBERT
MONTRAL,QCH2M 1Y8
CA 		NONE   SCHOLARSHIPS 7,000

COLLGE DE MONTRAL

1931 SHERBROOKE ST W
MONTRAL,QCH3H 1E3
CA 		NONE   SCHOLARSHIPS 4,000

COLLGE MONTMORENCY

475 BD DE LAVENIR
LAVAL,QCH7N 5H9
CA 		NONE   SCHOLARSHIPS 7,000

COLORADO STATE UNIVERSITY

1062 CAMPUS DELIVERY
FORT COLLINS,CO805231062 		NONE   SCHOLARSHIPS 7,000

CONCORDIA UNIIVERSITY

1455 BOUL DE MAISONNEUVE OUEST
MONTRAL,QCH3G 1M8
CA 		NONE   SCHOLARSHIPS 7,000

COVENANT HOUSE

611 N RAMPART ST
NEW ORLEANS,LA70112 		NONE   HUMAN SERVICES 60,000

CRIME STOPPERS

PO BOX 55249
METAIRIE,LA70055 		NONE   CIVIL AFFAIRS 5,000

CRISTO REY JESUIT HS

420 S CHESTER ST
BALTIMORE,MD21231 		NONE   SCHOLARSHIPS 3,000

DAUNTSEY'S SCHOOL

HIGH ST
WEST LAVINGTON,DEVIZESSN10 4HE
UK 		NONE   SCHOLARSHIPS 17,000

DAWSON COLLEGE

3040 SHERBROOKE ST W
MONTRAL,QCH3Z 1A4
CA 		NONE   SCHOLARSHIPS 7,000

DEEP WATERS RECOVERY

7101 B CANNONLEAGUE DR
AUSTIN,TX787455330 		NONE   HEALTH 50,000

DORDT UNIVERSITY

700 7TH ST NE
SIOUX CENTER,IA51250 		NONE   SCHOLARSHIPS 3,000

DUKE UNIVERSITY

DUKE UNIVERSITY
DURHAM,NC27708 		NONE   SCHOLARSHIPS 4,000

EAST TENNESSEE STATE UNIVERSITY

1276 GILBREATH DR
JOHNSON CITY,TN37614 		NONE   SCHOLARSHIPS 4,000

EASTERN KENTUCKY UNIVERSITY

521 LANCASTER AVE
RICHMOND,KY40475 		NONE   SCHOLARSHIPS 19,000

ELDER HIGH SCHOOL

3900 VINCENT AVE
CINCINNATI,OH45205 		NONE   SCHOLARSHIPS 7,000

ELIZABETHTOWN CTC

600 COLLEGE STREET ROAD
ELIZABETHTOWN,KY42701 		NONE   SCHOLARSHIPS 9,000

EMBRY RIDDLE UNIVERSITY

1 AEROSPACE BLVD
DAYTONA BEACH,FL32114 		NONE   SCHOLARSHIPS 4,000

EMERIL LAGASSE FOUNDATION

3801 CANAL STREET 300
NEW ORLEANS,LA70119 		NONE   EDUCATION 1,000

EMERIL LAGASSE FOUNDATION

3801 CANAL STREET 300
NEW ORLEANS,LA70119 		NONE   EDUCATION 10,000

EVANGEL UNIVERSITY

1111 N GLENSTONE AVE
SPRINGFIELD,MO65802 		NONE   SCHOLARSHIPS 3,000

EXCITE ALL STARS

1527 GAUSE BLVD SUITE 220
NEW ORLEANS,LA70458 		NONE   EDUCATION 25,000

FAMILIES HELPING FAMILIES

2410 WEST BEND PARKWAY SUITE 3090
NEW ORLEANS,LA70114 		NONE   EDUCATION 15,000

FDN FOR EXCELLENCE LPB

7733 PERKINS ROAD
BATON ROUGE,LA70810 		NONE   ARTS & CULTURE 9,600

FIU FOUNDATION INC

11200 SW 8TH STREET MARC 5TH FLOOR
MIAMI,FL33199 		NONE   EDUCATION 500

FLORIDA A&M UNIVERSITY

1601 S MARTIN LUTHER KING JR BLVD
TALLAHASSEE,FL32307 		NONE   SCHOLARSHIPS 3,000

FLORIDA GULF COAST UNIVERSITY

10501 FGCU BLVD S
FORT MYERS,FL33965 		NONE   SCHOLARSHIPS 3,000

FLORIDA INSTITUTE OF TECHNOLOGY

150 W UNIVERSITY BLVD
MELBOURNE,FL32901 		NONE   SCHOLARSHIPS 3,000

FLORIDA STATE UNIVERSITY PANAMA CITY

4750 COLLEGIATE DR
PANAMA CITY,FL32405 		NONE   SCHOLARSHIPS 3,000

FORE KIDS

11005 LAPALCO BLVD
AVONDALE,LA70094 		NONE   EDUCATION 500

FOUNDATION FOR SCIENCE & MATH

2011 BIENVILLE ST
NEW ORLEANS,LA70112 		NONE   EDUCATION 30,000

FRED HUTCHENSON CANCER CENTER

1100 FAIRVIEW AVE N MAIL STOP
J5-200
SEATTLE,WA98109 		NONE   HEALTH 10,000

FRIENDS OF IDF

60 EAST 42 STREET
NEW YORK,NY10165 		NONE   JEWISH CAUSES 70,000

FRIENDS OF WWOZ

PO BOX 51840
NEW ORLEANS,LA70151 		NONE   ARTS & CULTURE 30,000

FRONT RANGE CC

3645 W 112TH AVE
WESTMINSTER,CO80031 		NONE   SCHOLARSHIPS 7,000

GALEN COLLEGE OF NURSING

11210 EQUITY DRIVE
HOUSTON,TX77041 		NONE   SCHOLARSHIPS 4,000

GATES OF PRAYER

4000 W ESPLANADE AVENUE
METAIRIE,LA70002 		NONE   JEWISH CAUSES 10,000

GEORGETOWN COLLEGE

400 E COLLEGE STREET
GEORGETOWN,KY40324 		NONE   SCHOLARSHIPS 15,000

GIFT OF LIFE FOUNDATION

2121 ALPINE PLACE PH1503
CINCINNATI,OH45206 		NONE   HEALTH 10,000

GLASSROOTS

3935 LOUISA ST
NEW ORLEANS,LA70126 		NONE   ANIMALS & ENVIRONMENT 5,000

GNO EDUC TV FDN WYES

916 NAVARRE AVENUE
NEW ORLEANS,LA70124 		NONE   ARTS & CULTURE 5,000

GOVERNOR'S MANSION PRESERVATION FDN

PO BOX 399
BROUSSARD,LA70518 		NONE   EDUCATION 3,000

GRACE AT THE GREENLIGHT

330 CARONDELET STREET SUITE 202
NEW ORLEANS,LA70130 		NONE   HUMAN SERVICES 10,000

GRAND CANYON UNIVERSITY

3300 W CAMELBACK RD
PHOENIX,AZ85017 		NONE   SCHOLARSHIPS 10,000

GREATER NEW ORLEANS DEVELOPMENT FDN

1100 POYDRAS ST STE 3475
NEW ORLEANS,LA70163 		NONE   HUMAN SERVICES 12,500

GUARDIANS INSTITUTE

1930 INDEPENDENCE ST
NEW ORLEANS,LA701175540 		NONE   ARTS & CULTURE 10,000

GULF COAST STATE COLLEGE

5230 US-98
PANAMA CITY,FL32401 		NONE   SCHOLARSHIPS 6,000

HABITAT FOR HUMANITY LOUISVILLE

1620 BANK ST
LOUISVILLE,KY40203 		NONE   HUMAN SERVICES 87,500

HANDSON NEW ORLEANS

4035 WASHINGTON AVE
NEW ORLEANS,LA70125 		NONE   HUMAN SERVICES 17,500

HASTINGS COLLEGE

710 TURNER AVE
HASTINGS,NE68901 		NONE   SCHOLARSHIPS 4,000

HAZELDEN BETTY FORD FOUNDATION

PO BOX 11 15251 PLEASANT VALLEY
ROAD
CENTER CITY,MN55012 		NONE   HEALTH 400,000

HEALTH ALLIANCE LOUISIANA

1700 JOSEPHINE ST STE 200
NEW ORLEANS,LA70113 		NONE   EDUCATION 100,000

HEARTGIFT

5500 PRYTANIA 306
NEW ORLEANS,LA70115 		NONE   HEALTH 10,000

HEC MONTRAL

3000 CHEM DE LA CTE-SAINTE-CATHERIN
MONTRAL,QCH3T 2A7
CA 		NONE   SCHOLARSHIPS 14,000

HENRY S JACOBS CAMP

3863 MORRISON ROAD
UTICA,MS39175 		NONE   JEWISH CAUSES 1,000,000

HILLEL FOUNDATION

912 BROADWAY
NEW ORLEANS,LA70118 		NONE   JEWISH CAUSES 30,000

HILLEL INTERNATIONAL

800 EIGHTH STREET NW
WASHINGTON,DC20001 		NONE   JEWISH CAUSES 60,000

HOWARD GARDNER SCHOOL

1615 E ELM ST
SCRANTON,PA18505 		NONE   SCHOLARSHIPS 4,000

HUNTINGDON COLLEGE

1500 E FAIRVIEW AVE
MONTGOMERY,AL36106 		NONE   SCHOLARSHIPS 3,000

IMAGINE FAMILY RECOVERY

728 NASHVILLE AVE
NEW ORLEANS,LA701153227 		NONE   HEALTH 5,000

IMAGINE LEARNING

100 S MILL AVE SUITE 1700
TEMPE,AZ85281 		NONE   SCHOLARSHIPS 3,000

INDIANA UNIVERSITY SOUTHEAST

4201 GRANT LINE RD
NEW ALBANY,IN47150 		NONE   SCHOLARSHIPS 4,000

INNER PUP

465 LOWERLINE
NEW ORLEANS,LA70118 		NONE   ANIMALS & ENVIRONMENT 5,000

INTERNATIONAL SCHOOL OF ZUG AND LUZERN

WALTERSWIL 1
BAAR   6340
SZ 		NONE   SCHOLARSHIPS 4,000

IOWA STATE UNIVERSITY

IOWA STATE UNIVERSITY
AMES,IA50011 		NONE   SCHOLARSHIPS 4,000

ISIDORE NEWMAN SCHOOL

1903 JEFFERSON AVE
NEW ORLEANS,LA70115 		NONE   EDUCATION 50,000

ISIDORE NEWMAN SCHOOL

1903 JEFFERSON AVE
NEW ORLEANS,LA70115 		NONE   EDUCATION 5,000

ISIDORE NEWMAN SCHOOL

1903 JEFFERSON AVE
NEW ORLEANS,LA70115 		NONE   EDUCATION 50,000

ITHACA COLLEGE

953 DANBY RD
ITHACA,NY14850 		NONE   SCHOLARSHIPS 3,000

JEFFERSON COUNCIL ON AGING

6620 RIVERSIDE DRIVE SUITE 216
METAIRIE,LA70003 		NONE   HUMAN SERVICES 5,000

JEFFERSON CTC

109 E BROADWAY
LOUISVILLE,KY40202 		NONE   SCHOLARSHIPS 4,000

JEFFERSON SCHOLARS FOUNDATION

112 CLARKE CT
CHARLOTTESVILLE,VA229033004 		NONE   EDUCATION 500

JEWISH CHILDREN'S REGIONAL SERVICE

PO BOX 7368
METAIRIE,LA700107368 		NONE   JEWISH CAUSES 25,000

JEWISH CHILDREN'S REGIONAL SERVICE

PO BOX 7368
METAIRIE,LA700107368 		NONE   JEWISH CAUSES 80,000

JEWISH ENDOWMENT

ONE GALLERIA BLVD SUITE 1040
METAIRIE,LA70001 		NONE   JEWISH CAUSES 132,320

JEWISH FAMILY SERVICES

3300 W ESPLANADE SUITE 603
METAIRIE,LA70002 		NONE   JEWISH CAUSES 50,000

JEWISH FEDERATION OF GREATER NEW ORLEANS

3747 W ESPLANADE AVENUE N
METAIRIE,LA70002 		NONE   JEWISH CAUSES 500

JEWISH LEARNING CENTER CHABAD

1110 DUPONT CIR
LOUISVILLE,KY40207 		NONE   JEWISH CAUSES 62,500

JINSA

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC20005 		NONE   JEWISH CAUSES 15,000

JOEY'S HOPE

1501 OLEANDER
METAIRIE,LA70001 		NONE   HUMAN SERVICES 2,500

KEEP MEMORY ALIVE

888 W BONNEVILLE AVENUE
LAS VEGAS,NV89106 		NONE   HEALTH 25,000

KENTUCKY WESLEYAN COLLEGE

3000 FREDERICA ST
OWENSBORO,KY42301 		NONE   SCHOLARSHIPS 4,000

KID SMART

1307 ORETHA CASTLE HALEY BLVD SUITE
302
NEW ORLEANS,LA70113 		NONE   EDUCATION 10,000

KINGSLEY HOUSE

1600 CONSTANCE STREET
NEW ORLEANS,LA70130 		NONE   EDUCATION 15,000

KINGSLEY HOUSE

1600 CONSTANCE STREET
NEW ORLEANS,LA70130 		NONE   EDUCATION 5,000

KINGSLEY HOUSE

1600 CONSTANCE STREET
NEW ORLEANS,LA70130 		NONE   EDUCATION 15,000

KIPP NEW ORLEANS

1307 ORETHA CASTLE HALEY BLVD SUITE
302
NEW ORLEANS,LA70113 		NONE   EDUCATION 100,000

LAFITTE GREENWAY

PO BOX 791727
NEW ORLEANS,LA70179 		NONE   ANIMALS & ENVIRONMENT 5,000

LCHS

2250 CLAYS MILL RD
LEXINGTON,KY40503 		NONE   SCHOLARSHIPS 3,000

LCWGB

PO BOX 2062
THIBODAUX,LA70310 		NONE   EDUCATION 5,000

LEGACY DONOR FOUNDATION

2701 KINGMAN STREET SUITE 101
METAIRIE,LA70006 		NONE   HEALTH 10,000

LEUKEMIA & LYMPHOMA SOCIETY

WALL STREET PLAZA/88 PINE STREET
SUITE 2400
NEW YORK,NY10005 		NONE   HEALTH 500

LEUKEMIA & LYMPHOMA SOCIETY

WALL STREET PLAZA/88 PINE STREET
SUITE 2400
NEW YORK,NY10005 		NONE   HEALTH 1,000

LIGHTHOUSE FOR THE BLIND

123 STATE STREET
NEW ORLEANS,LA70118 		NONE   HEALTH 10,000

LIVE OAK WILDERNESS CAMP

1240 MOSS ST
NEW ORLEANS,LA70119 		NONE   EDUCATION 10,000

LOUIS ARMSTRONG SUMMER JAZZ CAMP

124 ROSELYN PARK PLACE
NEW ORLEANS,LA70131 		NONE   EDUCATION 5,000

LOUISE H MOFFETT FAMILY FOUNDATION

3300 W ESPLANADE AVE S 1
METAIRIE,LA700027406 		NONE   EDUCATION 96,000

LOUISE H MOFFETT FAMILY FOUNDATION

3300 W ESPLANADE AVE S 1
METAIRIE,LA700027406 		NONE   EDUCATION 176,500

LOUISIANA CHILDREN'S MUSEUM

15 HENRY THOMAS DRIVE
NEW ORLEANS,LA70124 		NONE   ARTS & CULTURE 5,000

LOUISIANA CIVIL SERVICE LEAGUE

810 UNION STREET STE 305
NEW ORLEANS,LA70112 		NONE   HUMAN SERVICES 600

LOUISIANA COMMUNITY MIKVAH

4512 MARSEILLES PLACE
METAIRIE,LA70002 		NONE   JEWISH CAUSES 10,000

LOUISIANA ENDOWMENT FOR THE HUMANITIES

938 LAFAYETTE ST SUITE 300
NEW ORLEANS,LA70113 		NONE   ARTS & CULTURE 5,000

LOUISIANA MUSEUM FOUNDATION

1000 BOURBON STREET B429
NEW ORLEANS,LA70116 		NONE   ARTS & CULTURE 10,000

LOUISIANA MUSEUM FOUNDATION

1000 BOURBON STREET B429
NEW ORLEANS,LA70116 		NONE   ARTS & CULTURE 10,000

LOUISIANA PHILHARMONIC ORCHESTRA

2533 COLUMBUS ST STE 202
NEW ORLEANS,LA70119 		NONE   ARTS & CULTURE 10,000

LOUISIANA SPCA

1700 MARDI GRAS BLVD
NEW ORLEANS,LA70114 		NONE   ANIMALS & ENVIRONMENT 5,000

LOUISVILLE COLLEGIATE SCHOOL

2427 GLENMARY AVE
LOUISVILLE,KY40204 		NONE   SCHOLARSHIPS 8,000

LOUISVILLE HOLY CROSS

5144 DIXIE HWY
SHIVELY,KY40216 		NONE   SCHOLARSHIPS 4,000

LSU

156 THOMAS BOYD HALL
BATON ROUGE,LA70803 		NONE   SCHOLARSHIPS 22,000

LUTHERAN HS OF ST CHARLES

5100 MEXICO RD
ST PETERS,MO63376 		NONE   SCHOLARSHIPS 14,000

LYRICA BAROQUE

PO BOX 750524
NEW ORLEANS,LA70175 		NONE   ARTS & CULTURE 5,000

MAKE A WISH

12625 SW FREEWAY
STAFFORD,TX77477 		NONE   HEALTH 5,000

MARGARET HACKET FAMILY CENTER

415 E NORTH WATER ST
CHICAGO,IL606115594 		NONE   HEALTH 50,000

MAYSVILLE CTC

1755 US 68 BUSINESS
MAYSVILLE,KY41056 		NONE   SCHOLARSHIPS 4,000

MCDONOGH SCHOOL

8600 MCDONOGH RD
OWINGS MILLS,MD21117 		NONE   SCHOLARSHIPS 14,000

MCGILL-TOOLEN CHS

1501 OLD SHELL RD
MOBILE,AL36604 		NONE   SCHOLARSHIPS 3,000

METROPOLITAN CRIME COMMISSION

1615 POYDRAS STREET SUITE 1060
NEW ORLEANS,LA70112 		NONE   CIVIL AFFAIRS 20,000

MIAMI UNIVERSITY

501 E HIGH ST
OXFORD,OH45056 		NONE   SCHOLARSHIPS 11,000

MIDWAY COLLEGE

512 E STEPHENS ST
MIDWAY,KY40347 		NONE   SCHOLARSHIPS 11,000

MINNESOTA STATE UNIVERSITY MANKATO

228 WIECKING CENTER
MANKATO,MN56001 		NONE   SCHOLARSHIPS 7,000

MOBILE JEWISH FEDERATION

705 REGENTS WAY
MOBILE,AL366093252 		NONE   JEWISH CAUSES 5,000

MOISHE HOUSE

5802 MONROE ROAD
CHARLOTTE,NC28212 		NONE   JEWISH CAUSES 5,000

MOREHEAD STATE UNIVERSITY

150 UNIVERSITY BLVD
MOREHEAD,KY40351 		NONE   SCHOLARSHIPS 8,000

MUHLENBERG COLLEGE

2400 W CHEW ST
ALLENTOWN,PA18104 		NONE   SCHOLARSHIPS 3,000

MURRAY STATE UNIVERSITY

1 MURRAY CAMPUS DR
TISHOMINGO,OK73460 		NONE   SCHOLARSHIPS 4,000

MUSEUM OF SOUTHERN JEWISH EXPERIENCE

P O BOX 15071
NEW ORLEANS,LA39236 		NONE   JEWISH CAUSES 500

NAMI

PO BOX 2055
MANDEVILLE,LA70470 		NONE   HEALTH 450

NAMI

PO BOX 2055
MANDEVILLE,LA70470 		NONE   HEALTH 4,550

NAMI

PO BOX 2055
MANDEVILLE,LA70470 		NONE   HEALTH 20,000

NATIONAL MS SOCIETY

2200 WOODCREST PLACE STE 230
BIRMINGHAM,AL35209 		NONE   HEALTH 2,500

NATIONAL WWII MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 250,000

NATIONAL WWII MUSEUM

945 MAGAZINE STREET
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 25,000

NEIGHBORHOOD HOUSE

201 N 25TH ST
LOUISVILLE,KY40212 		NONE   HUMAN SERVICES 50,000

NEW ORLEANS BALLET ASSOCIATION

935 GRAVIER STREET SUITE 800
NEW ORLEANS,LA70112 		NONE   ARTS & CULTURE 5,000

NEW ORLEANS BALLET ASSOCIATION

935 GRAVIER STREET SUITE 800
NEW ORLEANS,LA70112 		NONE   ARTS & CULTURE 5,000

NEW ORLEANS CHAMBER OF COMMERCE

P O BOX 60836
NEW ORLEANS,LA701609940 		NONE   HUMAN SERVICES 1,000

NEW ORLEANS MUSEUM OF ART

P O BOX 19123
NEW ORLEANS,LA701790123 		NONE   ARTS & CULTURE 10,000

NEW ORLEANS MUSICIANS' CLINIC & ASSIST

1525 LOUISIANA AVENUE
NEW ORLEANS,LA70115 		NONE   HEALTH 10,000

NEW ORLEANS OPERA ASSOCIATION

2504 PRYTANIA STREET
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 10,000

NEW ORLEANS PHOTO ALLIANCE INC

3436 MAGAZINE ST 134
NEW ORLEANS,LA70115 		NONE   ARTS & CULTURE 7,000

NEW ORLEANS POLICE & JUSTICE FDN

141 ALLEN TOUSSAINT SUITE 210
NEW ORLEANS,LA70124 		NONE   CIVIL AFFAIRS 10,000

NEW ORLEANS WOMEN & CHILDREN'S SHELTER

2625 IBERVILLE STREET
NEW ORLEANS,LA70119 		NONE   HUMAN SERVICES 30,000

NEW SCHOOLS FOR NEW ORLEANS

1555 POYDRAS ST SUITE 781
NEW ORLEANS,LA70112 		NONE   EDUCATION 25,000

NORMAN DIXON ANNUAL FUND

365 CANAL STREET SUITE 2250
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 25,000

NORTH CAROLINA STATE UNIVERSITY

NORTH CAROLINA STATE UNIVERSITY
RALEIGH,NC27695 		NONE   SCHOLARSHIPS 4,000

NORTHEASTERN JUNIOR COLLEGE

100 COLLEGE AVE
STERLING,CO80751 		NONE   SCHOLARSHIPS 3,000

NORTHERN KENTUCKY UNIVERSITY

1 LOUIE B NUNN DR
HIGHLAND HEIGHTS,KY41099 		NONE   SCHOLARSHIPS 3,000

NORTHWEST FLORIDA STATE COLLEGE

100 E COLLEGE BLVD
NICEVILLE,FL32578 		NONE   SCHOLARSHIPS 3,000

NORTHWESTERN STATE UNIVERSITY

175 SAM SIBLEY DR
NATCHITOCHES,LA71497 		NONE   SCHOLARSHIPS 6,000

OCHSNER MEDICAL FOUNDATION

1514 JEFFERSON HIGHWAY BH546
NEW ORLEANS,LA70121 		NONE   HEALTH 200

OGDEN MUSEUM OF ART

925 CAMP STREET
NEW ORLEANS,LA70130 		NONE   ARTS & CULTURE 30,000

OHIO UNIVERSITY

OHIO UNIVERSITY
ATHENS,OH45701 		NONE   SCHOLARSHIPS 8,000

ONTARIO TECH UNIVERSITY

2000 SIMCOE STREET NORTH
OSHAWA,ONL1G 0C5
CA 		NONE   SCHOLARSHIPS 7,000

OPERATION RESTORATION

1450 POYDRAS ST SUITE 2260
NEW ORLEANS,LA70112 		NONE   HUMAN SERVICES 125,000

OREGON INSTITUTE OF TECHNOLOGY

3201 CAMPUS DR
KLAMATH FALLS,OR97601 		NONE   SCHOLARSHIPS 4,000

OREGON STATE UNIVERSITY

1500 SW JEFFERSON WAY
CORVALLIS,OR97331 		NONE   SCHOLARSHIPS 3,000

ORTHODOX UNION

40 RECTOR ST 4TH FLOOR
NEW YORK,NY10006 		NONE   JEWISH CAUSES 50,000

OWENSBORO CTC

4800 NEW HARTFORD RD
OWENSBORO,KY42303 		NONE   SCHOLARSHIPS 4,000

OZANAM INN

2239 POYDRAS STREET
NEW ORLEANS,LA70119 		NONE   HUMAN SERVICES 10,000

PARKS ALLIANCE OF LOUISVILLE

PO BOX 5755
LOUISVILLE,KY40255 		NONE   ANIMALS & ENVIRONMENT 100,000

PENSACOLA JEWISH FEDERATION

803 NORTH PALAFOX STREET
PENSACOLA,FL32501 		NONE   JEWISH CAUSES 5,000

PENSACOLA STATE COLLEGE

1000 COLLEGE BLVD
PENSACOLA,FL32504 		NONE   SCHOLARSHIPS 12,000

PHIULANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 400N
WASHINGTON,DC20036 		NONE   HUMAN SERVICES 2,500

POLYTECHNIQUE MONTRAL

2500 CHEM DE POLYTECHNIQUE
MONTRAL,QCH3T 1J4
CA 		NONE   SCHOLARSHIPS 7,000

POSSE FOUNDATION

1555 POYDRAS STREET SUITE 470
NEW ORLEANS,LA70112 		NONE   EDUCATION 25,000

PROJECT 613

2836 W JARVIS AVE
CHICAGO,IL60645 		NONE   JEWISH CAUSES 10,000

PURCHASE COLLEGE

735 ANDERSON HILL RD
PURCHASE,NY10577 		NONE   SCHOLARSHIPS 3,000

PURDUE UNIVERSITY

610 PURDUE MALL
WEST LAFAYETTE,IN47907 		NONE   SCHOLARSHIPS 7,000

RAMAH DAROM

6400 POWERS FERRY ROAD SUITE 215
ATLANTA,GA30339 		NONE   JEWISH CAUSES 25,000

REEDS SCHOOL

SANDY LANE
COBHAM,SURREYKT11 2ES
UK 		NONE   SCHOLARSHIPS 3,000

RGS GUILDFORD

HIGH ST
GUILDFORD,SURREYGU1 3BB
UK 		NONE   SCHOLARSHIPS 7,000

RIO HONDO COLLEGE

3600 WORKMAN MILL RD
WHITTIER,CA90601 		NONE   SCHOLARSHIPS 4,000

RONALD MCDONALD HOUSE

210 STATE STREET BUILDING 4
NEW ORLEANS,LA70118 		NONE   HEALTH 90,000

ROOTS OF MUSIC

1020 NORTH PRIEUR STREET
NEW ORLEANS,LA70116 		NONE   ARTS & CULTURE 60,000

ROOTS OF MUSIC

1020 NORTH PRIEUR STREET
NEW ORLEANS,LA70116 		NONE   ARTS & CULTURE 10,000

SAINT THOMAS AQUINAS HS

14520 VOSS DRIVE
HAMMOND,LA70401 		NONE   SCHOLARSHIPS 4,000

SAVE A CHILD'S HEART FOUNDATION

PO BOX 2006
ROCKVILLE,MD20847 		NONE   HEALTH 10,000

SCAD

516 DRAYTON ST
SAVANNAH,GA31401 		NONE   SCHOLARSHIPS 4,000

SECURE COMMUNITY NETWORK

540 NORTH DEARBORN PO BOX 10303
CHICAGO,IL60610 		NONE   JEWISH CAUSES 20,000

SHIR CHADASH

3737 W ESPLANADE AVENUE
METAIRIE,LA70002 		NONE   JEWISH CAUSES 10,000

SON OF A SAINT

PO BOX 19205
NEW ORLEANS,LA70119 		NONE   EDUCATION 100,000

SOUL TREES

130 S TELEMACHUS STREET
NEW ORLEANS,LA70119 		NONE   ANIMALS & ENVIRONMENT 10,000

SOUTHEASTERN COUNCIL BOY SCOUTS

4200 S I-10 SERVICE ROAD WEST SUITE
101
METAIRIE,LA70001 		NONE   EDUCATION 5,000

SOUTHEASTERN LOUISIANA UNIV FDN

SLU BOX 10293
HAMMOND,LA70402 		NONE   HEALTH 5,000

SOUTHEASTERN LOUISIANA UNIVERSITY

500 W UNIVERSITY AVE
HAMMOND,LA70402 		NONE   SCHOLARSHIPS 8,000

SOUTHERN INSTITUTE

43 1/2 FOUNTAINBLEAU DRIVE
NEW ORLEANS,LA70125 		NONE   EDUCATION 2,500

SOUTHERN UNIVERSITY

801 HARDING BLVD
BATON ROUGE,LA70807 		NONE   SCHOLARSHIPS 4,000

SOUTHERN UNIVERSITY OF NEW ORLEANS

P O BOX 9969
BATON ROUGE,LA708130400 		NONE   EDUCATION 2,500

SPALDING UNIV

901 S 4TH STREET
LOUISVILLE,KY40203 		NONE   SCHOLARSHIPS 3,000

SPECIAL OLYMPICS

1010 W 21ST AVENUE
COVINGTON,LA70433 		NONE   EDUCATION 2,000

SPLIT SECOND FOUNDATION

PO BOX 8620
NEW ORLEANS,LA70182 		NONE   HEALTH 25,000

SPLIT SECOND FOUNDATION

PO BOX 8620
NEW ORLEANS,LA70182 		NONE   HEALTH 25,000

ST MICHAEL ARCHANGEL HS

17521 MONITOR AVENUE
BATON ROUGE,LA70817 		NONE   SCHOLARSHIPS 4,000

ST JOHNS SCHOOL

2401 CLAREMONT LANE
HOUSTON,TX77019 		NONE   SCHOLARSHIPS 4,000

ST MICHAEL SCHOOLS

1522 CHIPPEWA STREET
NEW ORLEANS,LA70130 		NONE   EDUCATION 15,000

STAIR

1545 STATE STREET
NEW ORLEANS,LA701186147 		NONE   EDUCATION 15,000

START EARLY

PO BOX 775767
CHICAGO,IL606775767 		NONE   EDUCATION 5,000

STEPHENS COLLEGE

1200 E BROADWAY
COLUMBIA,MO65215 		NONE   EDUCATION 25,000

STEPHENS COLLEGE

1200 E BROADWAY
COLUMBIA,MO65215 		NONE   EDUCATION 5,000

STETSON UNIVERSITY COLLEGE OF LAW

1401 61ST ST S
GULFPORT,FL33707 		NONE   SCHOLARSHIPS 4,000

SULLIVAN UNIVERSITY

3101 BARDSTOWN RD
LOUISVILLE,KY40205 		NONE   SCHOLARSHIPS 4,000

SUMMER LYRIC THEATRE

104 DIXON HALL TULANE UNIVERSITY
NEW ORLEANS,LA70118 		NONE   ARTS & CULTURE 2,500

SUNY NEW PALTZ

1 HAWK DR
NEW PALTZ,NY12561 		NONE   SCHOLARSHIPS 4,000

TALLAHASSEE STATE COLLEGE

444 APPLEYARD DR
TALLAHASSEE,FL32304 		NONE   SCHOLARSHIPS 3,000

TEMPLE SINAI

6227 ST CHARLES AVENUE
NEW ORLEANS,LA70118 		NONE   JEWISH CAUSES 5,000

TEMPLE SINAI

6227 ST CHARLES AVENUE
NEW ORLEANS,LA70118 		NONE   JEWISH CAUSES 30,000

TENNESSE WILLIAMS NO LITERARY FESTIVAL

938 LAFAYETTE ST STE 514
NEW ORLEANS,LA701131063 		NONE   ARTS & CULTURE 5,000

TEXAS A&M UNIV

400 BIZZELL STREET
COLLEGE STATION,TX77843 		NONE   SCHOLARSHIPS 18,000

THE 18TH WARD SPORTS CLUB

3329 BELL ST
NEW ORLEANS,LA701193229 		NONE   EDUCATION 25,000

THE JERUSALEM FOUNDATION

420 LEXINGTON AVENUE SUITE 1645
NEW YORK,NY10170 		NONE   JEWISH CAUSES 50,000

THE OHIO STATE UNIVERSITY

281 W LANE AVE
COLUMBUS,OH43210 		NONE   SCHOLARSHIPS 8,000

THE UNIVERSITY OF CHICAGO

5801 S ELLIS AVE
CHICAGO,IL60637 		NONE   SCHOLARSHIPS 4,000

TOURO SYNAGOGUE

4238 ST CHARLES AVENUE
NEW ORLEANS,LA70115 		NONE   JEWISH CAUSES 500

TOYS FOR TOTS

18251 QUANTICO GATEWAY DRIVE
TRIANGLE,VA22172 		NONE   EDUCATION 1,000

TROMBONE SHORTY FOUNDATION

5500 PRYTANIA ST 338
NEW ORLEANS,LA70115 		NONE   ARTS & CULTURE 10,000

TULANE UNIVERSITY

6823 STCHARLES AVENUE
NEW ORLEANS,LA70118 		NONE   EDUCATION 15,000

TULANE UNIVERSITY

6823 STCHARLES AVENUE
NEW ORLEANS,LA70118 		NONE   EDUCATION 25,000

UNCOMMON CONSTRUCTION

PO BOX 791438
NEW ORLEANS,LA70119 		NONE   EDUCATION 50,000

UNDIES FOR EVERYONE

3610 WILLOWBEND BLVD 1000
HOUSTON,TX77054 		NONE   EDUCATION 40,000

UNIVERSIT DE MONTRAL

2900 EDOUARD MONTPETIT BLVD
MONTRAL,QCH3T 1J4
CA 		NONE   SCHOLARSHIPS 11,000

UNIVERSITY OF ALABAMA

UNIVERSITY OF ALABAMA
TUSCALOOSA,AL35487 		NONE   SCHOLARSHIPS 6,000

UNIVERSITY OF BIRMINGHAM

UNIVERSITY OF BIRMINGHAM
BIRMINGHAM   B15 2TT
UK 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF CUMBERLANDS

6178 COLLEGE STATION DRIVE
WILLIAMSBURG,KY40769 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF EDINBURGH

OLD COLLEGE
SOUTH BRIDGE   EH8 9YL
UK 		NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF HAWAII

2444 DOLE ST
HONOLULU,HI96822 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF ILLINOIS

601 E JOHN STREET
CHAMPAIGN,IL61820 		NONE   SCHOLARSHIPS 10,000

UNIVERSITY OF KENT

GILES LN
CANTERBURY   CT2 7NZ
UK 		NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF KENTUCKY

301 PETERSON SERVICE BUILDING 0005
LEXINGTON,KY40506 		NONE   SCHOLARSHIPS 48,000

UNIVERSITY OF LOUISIANA AT LAFAYETTE

104 E UNIVERSITY AVE
LAFAYETTE,LA70504 		NONE   SCHOLARSHIPS 8,000

UNIVERSITY OF LOUISVILLE

2301 S 3RD ST
LOUISVILLE,KY40292 		NONE   SCHOLARSHIPS 21,000

UNIVERSITY OF MISSOURIST LOUIS

1 UNIVERSITY BLVD
ST LOUIS,MO63121 		NONE   SCHOLARSHIPS 3,000

UNIVERSITY OF NEBRASKA KEARNEY

2504 9TH AVENUE
KEARNEY,NE68849 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF NEBRASKA-LINCOLN

1400 R ST
LINCOLN,NE68588 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF NEW MEXICO

1 UNIVERSITY OF NEW MEXICO
ALBUQUERQUE,NM871310001 		NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF NORTH CAROLINA

UNC-CHAPEL HILL SUITE 3100
CHAPEL HILL,NC275992100 		NONE   SCHOLARSHIPS 11,000

UNIVERSITY OF REDLANDS

1200 E COLTON AVE
REDLANDS,CA92373 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF SOUTH FLORIDA

4202 E FOWLER AVE
TAMPA,FL33620 		NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF SOUTHERN CALIFORNIA

3470 TROUSDALE PARKWAY
LOS ANGELES,CA90089 		NONE   SCHOLARSHIPS 7,000

UNIVERSITY OF SOUTHERN MISSISSIPPI

118 COLLEGE DR
HATTIESBURG,MS39406 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF TAMPA

401 W KENNEDY BLVD
TAMPA,FL33606 		NONE   SCHOLARSHIPS 4,000

UNIVERSITY OF WISCONSON MADISON

500 LINCOLN DR
MADISON,WI53706 		NONE   SCHOLARSHIPS 4,000

UPTURN ARTS

729 SIXTH STREET
NEW ORLEANS,LA70115 		NONE   EDUCATION 10,000

URBAN LEAGUE OF GREATER NEW ORLEANS

4640 S CARROLLTON AVE SUITE 210
NEW ORLEANS,LA70119 		NONE   EDUCATION 50,000

US MILITARY ACADEMY

606 THAYER RD
WEST POINT,NY10996 		NONE   SCHOLARSHIPS 3,000

UTAH TECH UNIVERSITY

225 S UNIV AVE
ST GEORGE,UT84770 		NONE   SCHOLARSHIPS 4,000

VANDEBILT CATHOLIC HS

209 S HOLLYWOOD RD
HOUMA,LA70360 		NONE   SCHOLARSHIPS 4,000

VANIER COLLEGE

821 SAINTE CROIX AVE
SAINTLAURENT,QCH4L 3X9
CA 		NONE   SCHOLARSHIPS 4,000

WEHELP NOLA

2232 GOVERNOR NICHOLLS ST
NEW ORLEANS,LA70119 		NONE   HEALTH 5,000

WESTERN KENTUCKY UNIVERSITY

1906 COLLEGE HEIGHTS BLVD
BOWLING GREEN,KY42101 		NONE   SCHOLARSHIPS 18,000

WHITINSVILLE CHRISTIAN

279 LINWOOD AVE
WHITINSVILLE,MA01588 		NONE   SCHOLARSHIPS 7,000

WILLIAM CAREY UNIVERSITY

710 WILLIAM CAREY PKWY
HATTIESBURG,MS39401 		NONE   SCHOLARSHIPS 3,000

WLAE

22 OAKLAWN DRIVE
COVINGTON,LA70433 		NONE   ARTS & CULTURE 25,000

WORLD JEWISH CONGRESS

501MADISON AVENUE
NEW YORK,NY10022 		NONE   JEWISH CAUSES 10,000

XAVIER UNIVERSITY

1 DREXEL DRIVE BOX 66
NEW ORLEANS,LA70125 		NONE   EDUCATION 250,000

YMCA

320 METAIRIE HAMMOND HIGHWAY SUITE
321
METAIRIE,LA70005 		NONE   EDUCATION 12,000

YOUNG LEADERSHIP COUNCIL

PO BOX 56909
NEW ORLEANS,LA70156 		NONE   HUMAN SERVICES 25,000

YOUTH EMPOWERMENT PROJECT

1600 ORETHA CASTLE HALEY BLVD
NEW ORLEANS,LA70113 		NONE   EDUCATION 200,000

YUD FOUNDATION

443 W 44TH ST
NEW YORK CITY,NY100364460 		NONE   JEWISH CAUSES 200,000
Total .................................right arrow 3a 6,997,992
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 ........... 		    14 30,059  
4 Dividends and interest from securities ....     14 2,634,063  
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 14,853  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,791,872  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBTI - PASS-THROUGH FROM K-1 INVESTMENTS 		523000 -239,330      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -239,330 5,470,847 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,231,517
(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.)
3 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
4 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
7 EARNINGS ON EXEMPT FUNDS TO BE DISTRIBUTED TO CHAR. ORG
8 GAINS ON SALE OF INVESTMENTS TO BE DISTRIBUTED TO CHAR. ORG
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
WOLDENBERG FOUNDATION 501(C)(3) COMMON DIRECTORS
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GOLDRING FAMILY FOUNDATION
 
Employer identification number

72-6022666
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GOLDRING FAMILY FOUNDATION
  		Employer identification number
72-6022666
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WILLIAM A GOLDRING
524 METAIRIE ROAD
 
METAIRIE, LA700054308

$ 68,260,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GOLDRING FAMILY FOUNDATION
  		Employer identification number

72-6022666
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GOLDRING FAMILY FOUNDATION
  		Employer identification number

72-6022666
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,002 7,001 1,400 5,601

TY 2024 InvestmentsCorpBondsSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 54,258,455 54,241,237

TY 2024 InvestmentsCorpStockSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCK 99,509,099 128,452,083

TY 2024 InvestmentsOtherSchedule2
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OTHER INVESTMENTS AT COST 31,208,733 38,482,339

TY 2024 LegalFeesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 878 439 88 351


TY 2024 OtherDecreasesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Description Amount
BOOK/TAX DIFFERENCES ON RECOGNITION OF INCOME 1,618,363
NONDEDUCTIBLE EXPENSES 247,960


TY 2024 OtherExpensesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICE CHARGES 2,225 1,113 223 889
CONTINUING EDUCATION 786 393 79 314
INSURANCE EXPENSE 16,036 8,018 1,604 6,414
INVESTMENT FEES 141,396 141,396 0 0
OFFICE EXPENSE 280 140 28 112
MISCELLANEOUS 5,000 0 0 5,000
OTHER - PASS-THROUGH FROM K-1 INVESTMENTS 164,744 164,744 0 0


TY 2024 OtherIncomeSchedule2
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 927 927  
PASS-THROUGH FROM K-1 INVESTMENTS 13,926 13,926  
UBTI - PASS-THROUGH FROM K-1 INVESTMENTS -239,330   0


TY 2024 OtherIncreasesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Description Amount
NONTAXABLE INCOME 17,877


TY 2024 OtherProfessionalFeesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 714 357 71 286


TY 2024 TaxesSchedule
Name:
GOLDRING FAMILY FOUNDATION
EIN:
72-6022666
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES - INVESTMENT PORTFOLIO 32,018 32,018 0 0
FOREIGN TAXES - PASS-THROUGH FROM K-1 INVESTMENTS 9,657 9,657 0 0