Civic Intelligence

H Schendel Charitable Trust UW

EIN 11-6004486 • 4947(a)1 • New Orleans, LA

Profile

The purpose of the h schendel charitable trust uw is to provide general support to the salvation army and uja- fed of new york to assist the unfortunate.

701 Poydras Street Ste 3100New Orleans, LA 70139-7727

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$351,641

Up $9,204 (+2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$351,641

Up $9,204 (+2.7%) from 2023

Operations

Revenue

Up

$25,937

Up $9,473 (+58%) from 2023

Expenses

Down

$17,034

Down $442 (-2.5%) from 2023

Net Income

Up

$8,903

Up $9,915 (+980%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2022: $343,769Liabilities 2022: $0Net Assets 2022: $343,7692022Assets 2023: $342,437Liabilities 2023: $0Net Assets 2023: $342,4372023Assets 2024: $351,641Liabilities 2024: $0Net Assets 2024: $351,6412024

Highlighted filing

2024

Assets$351,641
Liabilities$0
Net Assets$351,641
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2022: $10,890Expenses 2022: $16,755Net Income 2022: -$5,8652022Revenue 2023: $16,464Expenses 2023: $17,476Net Income 2023: -$1,0122023Revenue 2024: $25,937Expenses 2024: $17,034Net Income 2024: $8,9032024

Highlighted filing

2024

Revenue$25,937
Expenses$17,034
Net Income$8,903
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$351,641
Liabilities
$0
Net assets
$351,641
Revenue
$25,937
Expenses
$17,034
Net income
$8,903
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.26$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.16$0.17$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.11$0.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$92,025
Mission and Program Overview

Mission

The purpose of the h schendel charitable trust uw is to provide general support to the salvation army and uja- fed of new york to assist the unfortunate.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$342,437$351,641▲ $9,204
Investments Other Securities$326,578$342,711▲ $16,133
Savings and Temporary Cash Investments$15,859$8,930▼ $6,929
Total Assets$342,437$351,641▲ $9,204
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$342,437$351,641▲ $9,204
Total Liabilities and Net Assets / Fund Balance$342,437$351,641▲ $9,204
Compensation and Service Providers

Employees

NameTitleBaseTotal
Hancock Whitney BankTrustee$4,460$4,460
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$25,937
Other Revenue
$0
Change in Net Assets
$8,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,851
Salaries, Compensation, and Employee Benefits$4,460
Other Expenses$1,723
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,851--$10,851
Current Officers, Directors, Trustees, and Key Employees-$4,460-$4,460
Fees for Services Accounting-$1,600-$1,600
All Other Expenses-$123-$123
Total Functional Expenses$10,851$6,183$0$17,034
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Salvation ArmyWest Nyack, NY501(c)3General Support to Charity$5,425
Uja-fed of New YorkNew York, NY501(c)3General Support to Charity$5,425
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“Hancock whitney bank as trustee and the governing body adheres to the trust document to fulfill the purpose of the trust. Discussion/actions with the salvation army and the united jewish appeal federation of jewish philanthropies of ny inc are documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“There are no other committees with authority to act on behalf of hancock whitney bank, the trustee and governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Hancock whitney bank, the sole trustee, reviews the completed form 990 prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
H Schendel Charitable Trust Uw
EIN
11-6004486
Phone
5045992191
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
VP Trust Office
Phone
5045992191
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1951
Legal Domicile
Ny
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Kpmg Llp
Address
ONE FINANCIAL PLZ STE 2300, PROVIDENCE, RI 02903-2485
Preparer
Lyle J Mohler
Phone
8662974127
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing differences of $230 and return of capital adjustments of $71.”

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST ("TRUST") ESTABLISHED BY THE LAST WILL AND TESTAMENT OF HENRY S. SCHENDEL DATED NOVEMBER 17, 1936.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID QUARTERLY TO THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC. THE BENEFICIARIES ARE PROVIDED WITH A QUARTERLY AND ANNUAL STATEMENT. THIS ALSO DOCUMENTS HOW THE INVESTMENTS ARE BEING MANAGED, THE ANNUAL INCOME EARNED AS WELL AS ANY EXPENSES/DISTRIBUTIONS MADE.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3PER THE TERMS OF THE DOCUMENT, NET INCOME OF THE TRUST IS TO BE PAID QUARTERLY TO THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC. THE BENEFICIARIES ARE PROVIDED WITH A QUARTERLY AND ANNUAL STATEMENT. THIS ALSO DOCUMENTS HOW THE INVESTMENTS ARE BEING MANAGED, THE ANNUAL INCOME EARNED AS WELL AS ANY EXPENSES/DISTRIBUTIONS MADE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4THE TRUST WAS CREATED PRIOR TO 11/20/1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION OR BEQUEST ON OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME TO THE DESIGNATED CHARITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY THE CHARITABLE BENEFICIARIES OR THE AMOUNTS PAID TO THE CHARITABLE BENEFICIARIES. NONE OF THE TRUSTEES WOULD BE DISQUALIFIED PERSONS, OTHER THAN FOUNDATION MANAGERS, WITH RESPECT TO THE TRUST IF SUCH TRUST WERE TREATED AS A PRIVATE FOUNDATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt7THE TRUST WAS CREATED PRIOR TO 11/20/1970 AND DID NOT RECEIVE ANY GRANT, CONTRIBUTION OR BEQUEST ON OR AFTER THAT DATE. ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO PURPOSES DESCRIBED IN 170(C)(1) OR (C)(2)(B) AND A DEDUCTION WAS ALLOWED WITH RESPECT TO SUCH INTERESTS. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME TO THE DESIGNATED CHARITIES.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt05425
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt15425
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1UJA-FED OF NEW YORK
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt010850
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05425
IRS990ScheduleI/RecipientTable/CashGrantAmt15425
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT TO CHARITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT TO CHARITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UJA-FED OF NEW YORK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE SALVATION ARMY
IRS990ScheduleI/RecipientTable/RecipientEIN0510172429
IRS990ScheduleI/RecipientTable/RecipientEIN1135562351
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0130 EAST 59TH STREET ROOM 1055
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1440 WEST NYACK ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WEST NYACK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd010022
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1109941739
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A CHARITABLE TRUST. GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST DOCUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HANCOCK WHITNEY BANK AS TRUSTEE AND THE GOVERNING BODY ADHERES TO THE TRUST DOCUMENT TO FULFILL THE PURPOSE OF THE TRUST. DISCUSSION/ACTIONS WITH THE SALVATION ARMY AND THE UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC ARE DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF HANCOCK WHITNEY BANK, THE TRUSTEE AND GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2HANCOCK WHITNEY BANK, THE SOLE TRUSTEE, REVIEWS THE COMPLETED FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUAL FUND TIMING DIFFERENCES OF $230 AND RETURN OF CAPITAL ADJUSTMENTS OF $71.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SALVATION ARMY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UJA-FED OF NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0135562351
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1510172429
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PUBLIC WELFARE AND SOCIAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PUBLIC WELFARE AND SOCIAL SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt17
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0440 WEST NYACK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1130 EAST 59TH STREET ROOM 1055
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST NYACK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEW YORK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0109941739
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd110022
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0342437
IRS990/TotalAssetsEOYAmt0351641
IRS990/TotalAssetsGrp/BOYAmt0342437
IRS990/TotalAssetsGrp/EOYAmt0351641
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06183
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010851
IRS990/TotalFunctionalExpensesGrp/TotalAmt017034
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0342437
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351641
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt010850
IRS990/TotalReportableCompFromOrgAmt04460
IRS990/TotalRevenueGrp/ExclusionAmt09162
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt025937
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0342437
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0351641
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP TRUST OFFICE
ReturnHeader/BusinessOfficerGrp/PhoneNum05045992191
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0H SCHENDEL CHARITABLE TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0SCHE
ReturnHeader/Filer/EIN0116004486
ReturnHeader/Filer/PhoneNum05045992191
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS

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