TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
POUCHER CHARITABLE TRUST UW 15110-1120003789

Number and street (or P.O. box number if mail is not delivered to street address)701 POYDRAS STREET STE 3100
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA701397727

A Employer identification number

11-6418024

B Telephone number (see instructions)

(504) 586-7421

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$779,900J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	17,437		17,437
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		9,083
b	Gross sales price for all assets on line 6a 202,631
7	Capital gain net income (from Part IV, line 2)...			9,083
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	412
12	Total. Add lines 1 through 11........	26,932		26,520
13	Compensation of officers, directors, trustees, etc.	10,702		8,026		2,675
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	1,650	0	0	1,650
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	967	967		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	514	178		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	100			100
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	13,933		9,171	0	4,425
25	Contributions, gifts, grants paid.......	30,052				30,052
26	Total expenses and disbursements. Add lines 24 and 25	43,985		9,171	0	34,477
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-17,053
b	Net investment income (if negative, enter -0-)			17,349
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	25,839	17,424	17,424
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	584,705	List of Attached Documents: // Content 576,288	762,476
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	610,544	593,712	779,900
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	610,544	593,712
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	610,544	593,712
	30	Total liabilities and net assets/fund balances (see instructions).	610,544	593,712

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

610,544

Enter amount from Part I, line 27a .....................

-17,053

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

221

Add lines 1, 2, and 3 ..........................

593,712

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

593,712

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	2. CONOCOPHILLIPS CONOCO PHILLIPS	2023-12-11	2024-02-07
b	17. CONOCOPHILLIPS CONOCO PHILLIPS	2020-08-25	2024-02-07
c	15. FREEPORT-MCMORAN COPPER & GO CL B	2023-12-11	2024-02-07
d	57. FREEPORT-MCMORAN COPPER & GO CL B	2022-08-10	2024-02-07
e	15. ISHARES S&P GLOBAL INFRASTRUCTURE ETF	2020-01-07	2024-02-07
	5. ISHARES 5-10 YEAR INV GRAD CORP BND ETF	2023-05-30	2024-02-07
	3. KNIGHT-SWIFT TRANSPORTATION	2023-12-11	2024-02-07
	59. KNIGHT-SWIFT TRANSPORTATION	2022-08-10	2024-02-07
	13. LIVE NATION ENTERTAINMENT, INC	2023-08-10	2024-02-07
	1. PALO ALTO NETWORKS, INC	2023-12-11	2024-02-07
	18. PENSKE AUTOMOTIVE GROUP, INC.	2023-12-11	2024-02-07
	1. QUEST DIAGNOSTICS IN	2023-12-11	2024-02-07
	18. QUEST DIAGNOSTICS IN	2022-11-09	2024-02-07
	48. SKECHERS USA INC	2023-12-11	2024-02-07
	1. UNITEDHEALTH GROUP INC COM	2023-12-11	2024-02-07
	6. UNITEDHEALTH GROUP INC COM	2022-11-09	2024-02-07
	52. UNUM GROUP	2023-12-11	2024-02-07
	6. WEYERHAEUSER CO COM	2023-12-11	2024-02-07
	63. WEYERHAEUSER CO COM	2021-08-05	2024-02-07
	24. LYONDELL BASEL INDUSTRIES NV	2023-12-11	2024-02-07
	40.142 FEDERATED HERMES INTERMEDIATE FD#303 COR	2021-02-03	2024-02-08
	139.821 FIDELITY S/T TRSRY BND-INS PR	2021-02-03	2024-02-08
	79.292 FIDELITY INTERM TRS BD-INS PR	2021-02-03	2024-02-08
	38.762 VANGUARD SHORT-TERM CORP BD INX ADM	2021-02-03	2024-02-08
	79.835 VANGUARD M/B SEC INDX-ADM	2021-02-03	2024-02-08
	401.313 FEDERATED HERMES INTERMEDIATE FD#303 COR	2021-02-03	2024-02-26
	943.071 FIDELITY S/T TRSRY BND-INS PR	2021-02-03	2024-02-26
	128.386 FIDELITY S/T TRSRY BND-INS PR	2021-02-03	2024-03-14
	142.078 FIDELITY INTERM TRS BD-INS PR	2022-07-14	2024-03-14
	105. ISHARES S&P GLOBAL INFRASTRUCTURE ETF	2020-01-07	2024-03-14
	164. ISHARES CORE MSCI EMERGING MARKETS	2023-01-17	2024-03-14
	96. SCHWAB INTL SMALL CAP EQUITY ETF	2021-01-20	2024-03-14
	36.307 VANGUARD SHORT-TERM CORP BD INX ADM	2021-02-03	2024-03-14
	47.566 VANGUARD M/B SEC INDX-ADM	2021-02-03	2024-03-14
	146.909 VANGUARD M/B SEC INDX-ADM	2021-02-03	2024-03-14
	34. ISHARES CORE MSCI EAFE ETF	2024-02-07	2024-04-03
	101. ISHARES CORE MSCI EAFE ETF	2023-01-17	2024-04-03
	33. CELSIUS HOLDINGS I COM NEW	2024-04-03	2024-04-16
	6. APPLIED MATERIALS (AMAT) INC	2024-04-03	2024-05-08
	2. APPLIED MATERIALS (AMAT) INC	2020-10-28	2024-05-08
	1. BROADCOM INC	2024-03-14	2024-05-08
	49. CARDINAL HEALTH INC COM	2024-03-14	2024-05-08
	45. COMCAST CORP NEW	2024-04-03	2024-05-08
	97. COMCAST CORP NEW	2021-12-16	2024-05-08
	2. FACTSET RESEARCH SYSTEMS INC	2024-04-03	2024-05-08
	7. FACTSET RESEARCH SYSTEMS INC	2022-08-10	2024-05-08
	6. GILEAD SCIENCES INC.	2024-03-14	2024-05-08
	33. GILEAD SCIENCES INC.	2021-05-13	2024-05-08
	8. J P MORGAN CHASE & CO COM	2024-04-03	2024-05-08
	8. PFIZER INC COM	2024-04-03	2024-05-08
	46. PFIZER INC COM	2020-03-27	2024-05-08
	13. STARBUCKS CORP COM	2024-02-07	2024-05-08
	2. UNITEDHEALTH GROUP INC COM	2020-05-22	2024-05-08
	524. FIDELITY INTERM TRS BD-INS PR	2022-07-14	2024-05-16
	33. CELSIUS HOLDINGS I COM NEW	2023-12-11	2024-08-07
	96. CISCO SYS INC COM	2024-03-14	2024-08-07
	18. DATADOG INC CL A	2024-03-14	2024-08-07
	2. DECKERS OUTDOOR CORP	2024-02-07	2024-08-07
	32. DEXCOM INC	2024-03-14	2024-08-07
	3. EQUINIX	2024-02-07	2024-08-07
	1. GRAINGER W W INC COM	2024-03-14	2024-08-07
	1. GRAINGER W W INC COM	2023-05-16	2024-08-07
	6. JABIL CIRCUIT INC	2024-03-14	2024-08-07
	32. JABIL CIRCUIT INC	2020-08-25	2024-08-07
	10. LENNAR CORP COM	2024-05-08	2024-08-07
	5. LINCOLN ELECTRIC HOLDINGS INC	2024-04-03	2024-08-07
	21. LINCOLN ELECTRIC HOLDINGS INC	2023-05-16	2024-08-07
	7. PUBLIC SVC ENTERPRISE GROUP COM	2024-03-14	2024-08-07
	37. PUBLIC SVC ENTERPRISE GROUP COM	2023-05-16	2024-08-07
	4. VISA INC	2024-03-14	2024-08-07
	7. VISA INC	2011-09-06	2024-08-07
	8. WEST PHARMACEUTICALS SERVICES INC	2024-03-14	2024-08-07
	1. NXP SEMICONDUCTOR NV	2024-02-07	2024-08-15
	8. NXP SEMICONDUCTOR NV	2023-08-10	2024-08-15
	339.516 FEDERATED HERMES INTERMEDIATE FD#303 COR	2021-02-03	2024-09-06
	232.146 FIDELITY S/T TRSRY BND-INS PR	2021-02-03	2024-09-06
	62. ISHARES CORE MSCI EAFE ETF	2020-03-19	2024-10-07
	14. ADVANCED MICRO DEVICES INC COM	2024-03-14	2024-11-21
	5. AUTOLIV INC	2024-03-14	2024-11-21
	22. AUTOLIV INC	2023-08-10	2024-11-21
	1. AUTOZONE INC COM	2022-08-10	2024-11-21
	16. BROADCOM INC	2024-08-15	2024-11-21
	6. CBOE GLOBAL MARKETS INC	2024-04-03	2024-11-21
	27. CBOE GLOBAL MARKETS INC	2023-08-10	2024-11-21
	3. FEDEX CORP COM	2024-04-03	2024-11-21
	10. FEDEX CORP COM	2022-02-22	2024-11-21
	4. LILLY ELI & CO COM	2024-05-08	2024-11-21
	2. LILLY ELI & CO COM	2023-11-10	2024-11-21
	14. NUCOR CORP	2024-04-03	2024-11-21
	2. PEPSICO INC COM	2024-03-14	2024-11-21
	8. PEPSICO INC COM	2023-05-16	2024-11-21
	10. EVEREST RE GROUP LTD COM	2024-04-03	2024-11-21
	10. EVEREST RE GROUP LTD COM	2023-02-08	2024-11-21
	1. ALLSTATE CORP COM	2024-05-08	2024-12-31
	5. ALPHABET INC INC CL A	2024-04-03	2024-12-31
	4. AMAZON COM INC COM	2024-11-21	2024-12-31
	5. APPLE COMPUTER INC COM	2023-12-11	2024-12-31
	1. APPLIED MATERIALS (AMAT) INC	2020-10-28	2024-12-31
	1. BANK OF NEW YORK MELLON CORP	2024-08-07	2024-12-31
	5. BRISTOL MYERS SQUIBB CO COM	2024-08-07	2024-12-31
	1. BROADCOM INC	2024-02-07	2024-12-31
	2. CABOT CORP	2024-11-21	2024-12-31
	1. CHEVRONTEXACO CORP STOCK	2024-11-21	2024-12-31
	2. CONOCOPHILLIPS CONOCO PHILLIPS	2024-04-03	2024-12-31
	1. DECKERS OUTDOOR CORP	2023-08-10	2024-12-31
	1. EXXON MOBIL CORP COM	2024-03-14	2024-12-31
	1. META PLATFORMS INC	2024-03-14	2024-12-31
	2. HALOZYME THERAPEUTICS INC	2024-11-21	2024-12-31
	1. J P MORGAN CHASE & CO COM	2023-12-11	2024-12-31
	2. MICROSOFT CORP COM	2024-03-14	2024-12-31
	3. NVIDIA CORP COM	2024-11-21	2024-12-31
	1. PALO ALTO NETWORKS, INC	2024-05-08	2024-12-31
	1. PROCTER & GAMBLE CO COM	2024-03-14	2024-12-31
	1. REINSURANCE GROUP OF AMERICA INC	2024-11-21	2024-12-31
	1. SPROUTS FARMERS MARKET INC	2024-03-14	2024-12-31
	2. TJX COS INC NEW COM	2024-04-03	2024-12-31
	1. T-MOBILE US INC	2024-03-14	2024-12-31
	1. TESLA MOTORS	2024-11-21	2024-12-31
	14. VIATRIS INC	2024-05-08	2024-12-31
	1. VISA INC	2011-09-06	2024-12-31
	1. VISTRA CORP COM	2024-08-07	2024-12-31
	1. WAL MART STORES INC COM	2024-03-14	2024-12-31
	5. JANUS HENDERSON GROUP PLC	2024-11-21	2024-12-31

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	225	225
b	1,910	657	1,253
c	585	540	45
d	2,223	1,793	430
e	677	713	-36
	257	253	4
	181	170	11
	3,559	3,257	302
	1,140	1,129	11
	363	296	67
	2,673	2,462	211
	127	137	-10
	2,284	2,628	-344
	2,743	2,639	104
	518	542	-24
	3,107	2,744	363
	2,462	2,346	116
	197	186	11
	2,071	2,126	-55
	2,268	2,249	19
	338	391	-53
	1,408	1,510	-102
	762	936	-174
	814	876	-62
	1,453	1,764	-311
	3,363	3,913	-550
	9,459	10,185	-726
	1,289	1,387	-98
	1,354	1,535	-181
	4,897	4,993	-96
	8,480	8,281	199
	3,391	3,719	-328
	761	820	-59
	861	1,051	-190
	2,659	3,179	-520
	2,507	2,334	173
	7,447	5,484	1,963
	2,416	2,159	257
	1,233	1,139	94
	411	116	295
	1,324	1,261	63
	4,807	5,180	-373
	1,779	1,990	-211
	3,835	4,890	-1,055
	864	884	-20
	3,024	3,075	-51
	390	454	-64
	2,146	2,255	-109
	1,547	1,442	105
	225	222	3
	1,296	1,389	-93
	965	1,335	-370
	1,001	571	430
	4,978	5,212	-234
	1,330	1,870	-540
	4,377	5,080	-703
	1,971	2,347	-376
	1,728	1,388	340
	2,271	3,183	-912
	2,389	2,540	-151
	966	998	-32
	966	667	299
	594	806	-212
	3,166	1,081	2,085
	1,693	1,584	109
	942	1,168	-226
	3,958	3,576	382
	554	437	117
	2,928	2,291	637
	1,038	1,111	-73
	1,817	149	1,668
	2,402	2,784	-382
	253	221	32
	2,023	1,699	324
	2,947	3,310	-363
	2,412	2,505	-93
	4,740	2,742	1,998
	1,914	2,443	-529
	482	559	-77
	2,120	2,129	-9
	3,076	2,218	858
	2,622	2,602	20
	1,257	1,093	164
	5,656	4,005	1,651
	877	795	82
	2,922	2,181	741
	2,972	2,892	80
	1,486	1,186	300
	2,084	2,633	-549
	319	333	-14
	1,277	1,552	-275
	3,821	3,867	-46
	3,821	3,608	213
	192	171	21
	948	717	231
	880	793	87
	1,248	959	289
	162	58	104
	77	63	14
	281	238	43
	233	126	107
	182	218	-36
	145	163	-18
	197	251	-54
	204	93	111
	107	110	-3
	587	498	89
	96	91	5
	239	159	80
	844	837	7
	404	432	-28
	182	152	30
	167	163	4
	213	229	-16
	127	64	63
	241	197	44
	220	163	57
	412	341	71
	174	167	7
	316	21	295
	138	74	64
	90	61	29
	212	225	-13

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
b			1,253
c			45
d			430
e			-36
			4
			11
			302
			11
			67
			211
			-10
			-344
			104
			-24
			363
			116
			11
			-55
			19
			-53
			-102
			-174
			-62
			-311
			-550
			-726
			-98
			-181
			-96
			199
			-328
			-59
			-190
			-520
			173
			1,963
			257
			94
			295
			63
			-373
			-211
			-1,055
			-20
			-51
			-64
			-109
			105
			3
			-93
			-370
			430
			-234
			-540
			-703
			-376
			340
			-912
			-151
			-32
			299
			-212
			2,085
			109
			-226
			382
			117
			637
			-73
			1,668
			-382
			32
			324
			-363
			-93
			1,998
			-529
			-77
			-9
			858
			20
			164
			1,651
			82
			741
			80
			300
			-549
			-14
			-275
			-46
			213
			21
			231
			87
			289
			104
			14
			43
			107
			-36
			-18
			-54
			111
			-3
			89
			5
			80
			7
			-28
			30
			4
			-16
			63
			44
			57
			71
			7
			295
			64
			29
			-13

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	9,083
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	241
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	241
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	241
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	168
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	168
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	73
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax0	Refunded	11	0

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

HANCOCK WHITNEY BANK Telephone no. right arrow

(504) 599-2191

Located at right arrow

701 POYDRAS STREET STE 3100NEW ORLEANSLA ZIP+4 right arrow

701397727

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HANCOCK WHITNEY BANK	TRUSTEE 1	10,702
701 POYDRAS STREET STE 3100 NEW ORLEANS,LA70139	TRUSTEE 1	10,702

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...................				0

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 arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

745,467

Average of monthly cash balances.......................

18,149

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

763,616

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

763,616

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

11,454

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

752,162

Minimum investment return. Enter 5% (0.05) of line 5................

37,608

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.)

Minimum investment return from Part IX, line 6..................

37,608

Tax on investment income for 2024 from Part V, line 5 .......

241

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

241

Distributable amount before adjustments. Subtract line 2c from line 1............

37,367

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

37,367

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

37,367

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

34,477

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

34,477

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					37,367
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......				30,052
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2024:
a From 2019......	0
b From 2020......	0
c From 2021......	0
d From 2022......	0
e From 2023......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 34,477
a Applied to 2023, but not more than line 2a				30,052
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.....					4,425
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2024.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........					32,942
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2020....	0
b Excess from 2021....	0
c Excess from 2022....	0
d Excess from 2023....	0
e Excess from 2024....	0

Form 990-PF (2024)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ST MARTIN OF TOURS ATTN REV GERARD GORDON PASTOR AMITYVILLE,NY11701	NONE	PC	GENERAL SUPPORT	30,052
Total ................................. 3a				30,052

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	17,437
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	9,083
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				26,932

13Total. Add line 12, columns (b), (d), and (e)..................

26,932

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,650			1,650

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SEE ATTACHED STATEMENT	AT COST	576,288	762,476

- TIN:

TY 2024 OtherExpensesSchedule

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI	100	0		100

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER REVENUE	412	0

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Description	Amount
MUTUAL FUNDS TIMING ADJUSTMENT	221

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED	967	967

- TIN:

TY 2024 TaxesSchedule

Name:

POUCHER CHARITABLE TRUST UW 15110-1120003789

EIN:

11-6418024

Category	Amount	Net Investment Income
FOREIGN TAXES	4	4
FEDERAL TAX PAYMENT - PRIOR YE	168	0
FEDERAL ESTIMATES - PRINCIPAL	168	0
FOREIGN TAXES ON QUALIFIED FOR	119	119
FOREIGN TAXES ON NONQUALIFIED	55	55