Civic Intelligence

D a Mcfarland Trust

990PF • Fiscal year 2021 • EIN 58-2003466

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 11, 2022

Organization Profile
400 Poydras Street No 2950New Orleans, LA 70130-3245

(504) 593-2323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

7th percentile

-44%

Higher net margin than 7% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

16%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$20,928,008

Up $2,980,077 (+17%) from 2020

Net Assets

Up

$20,927,273

Up $2,981,977 (+17%) from 2020

Liabilities

Down

$735

Down $1,900 (-72%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin7th percentile

Revenue

Up

$625,548

Up $85,636 (+16%) from 2020

Expenses

Up

$903,250

Up $32,256 (+3.7%) from 2020

Net Income

Up

-$277,702

Up $53,380 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $13,432,421Liabilities 2011: $02011Assets 2012: $14,926,511Liabilities 2012: $6,8472012Assets 2013: $15,891,050Liabilities 2013: $6,0892013Assets 2014: $16,089,071Liabilities 2014: $4,5302014Assets 2015: $14,668,257Liabilities 2015: $2,7222015Assets 2019: $17,180,344Liabilities 2019: $2,3352019Assets 2020: $17,947,931Liabilities 2020: $2,635Net Assets 2020: $17,945,2962020Assets 2021: $20,928,008Liabilities 2021: $735Net Assets 2021: $20,927,2732021Assets 2022: $16,232,851Liabilities 2022: $6,465Net Assets 2022: $16,226,3862022Assets 2023: $17,517,665Liabilities 2023: $5,867Net Assets 2023: $17,511,7982023Assets 2024: $21,343,270Liabilities 2024: $1,800Net Assets 2024: $21,341,4702024

Highlighted filing

2021

Assets$20,928,008
Liabilities$735
Net Assets$20,927,273
Open 2021 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,846,956Expenses 2011: $728,403Net Income 2011: $1,118,5532011Revenue 2012: $1,044,316Expenses 2012: $844,681Net Income 2012: $199,6352012Revenue 2013: $1,119,866Expenses 2013: $808,609Net Income 2013: $311,2572013Revenue 2014: $1,083,197Expenses 2014: $839,630Net Income 2014: $243,5672014Revenue 2015: $1,672,414Expenses 2015: $893,895Net Income 2015: $778,5192015Revenue 2019: $496,173Expenses 2019: $886,533Net Income 2019: -$390,3602019Revenue 2020: $539,912Expenses 2020: $870,994Net Income 2020: -$331,0822020Revenue 2021: $625,548Expenses 2021: $903,250Net Income 2021: -$277,7022021Revenue 2022: $712,593Expenses 2022: $1,052,407Net Income 2022: -$339,8142022Revenue 2023: $678,627Expenses 2023: $1,015,420Net Income 2023: -$336,7932023Revenue 2024: $1,920,606Expenses 2024: $945,946Net Income 2024: $974,6602024

Highlighted filing

2021

Revenue$625,548
Expenses$903,250
Net Income-$277,702
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 11, 2022
Return Version
2020v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAPTIST COMMUNITY MINISTRIESTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Da Mcfarland Trust
EIN
58-2003466
Phone
5045932323
Address
400 POYDRAS STREET NO 2950, NEW ORLEANS, LA 70130-3245

Signing Officer

Name
Laurie Decuir
Title
Assistant Treasurer
Phone
5045932323
Signed
2022-08-11
Discuss with paid preparer
Yes

Preparer

Firm
Laporte Apac
Address
111 VETERANS MEMORIAL BLVD 600, METAIRIE, LA 70005-4958
Preparer
John S Wiles CPA
Phone
5048355522
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0735
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LAPORTE CPAS AND BUSINESS ADVISORS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0735
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO GRANT FUNDS WERE DIVERTED BY THE GRANTEE FROM THE PURPOSE OF THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0BAPTIST COMMUNITY MINISTRIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt003/15/21, 05/15/21, 08/15/21, 11/15/21
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0869000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0869000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02020-10-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0BAPTIST COMMUNITY MINISTRIES USED THE FUNDS GRANTED BY D.A. MCFARLAND TO PLACE 13 CHAPLAINS IN HEALTHCARE, CRIMINAL JUSTICE, AND SENIOR CARE SETTINGS. THESE CHAPLAINS PROVIDED OVER 100,000 MINISTRY CONTACTS DURING THE YEAR. IN ADDITION, CONGREGATIONAL WELLNESS STAFF PARTICIPATED IN MANY COMMUNITY OUTREACH PROGRAMS, EDUCATIONAL CONFERENCES, WORKSHOPS, CONSORTIUMS AND HEALTH FAIRS, WORKING WITH OVER 130 ACTIVE CHURCHES IN ORLEANS, JEFFERSON, PLAQUEMINES, ST. BERNARD, AND ST. TAMMANY PARISHES.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0QUARTERLY GRANT REPORTS ARE RECEIVED FROM GRANTEE. REPORTS WERE RECEIVED FOR THE FOLLOWING PERIODS DURING THE GRANT: 10/01/20-12/31/20 (REPORT RECEIVED 03/15/21), 01/01/21-03/31/21 (REPORT RECEIVED 05/15/21), 04/01/21-06/30/21 (REPORT RECEIVED 08/15/21), 07/01/21-09/30/21 (REPORT RECEIVED 11/15/21). D.A. MCFARLAND DID NOT CONDUCT A FINANCIAL REVIEW OF GRANTEE OR HIRE OTHERS TO CONDUCT A REVIEW OF GRANTEE. AN INDEPENDENT AUDIT WAS PERFORMED AND A COPY OF THE INDEPENDENT AUDITORS REPORT DATED JANUARY 18, 2022 WHICH STATED THAT THE FINANCIAL STATEMENTS WERE PRESENTED FAIRLY, IN ALL MATERIAL RESPECTS IS ON FILE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0400 POYDRAS STREET SUITE 2525
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0NEW ORLEANS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0LA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd070130
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02021-11-15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01885257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1925332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21009459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt312285810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44751551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD DEVELOPED MARKETS INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD REIT INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD EMERGING MARKETS STOCK INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD TOTAL STOCK MARKET INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE US AGGREGATE BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01885257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1925332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21009459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt312285810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44751551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0346348
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0279140
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISC. INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt060
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0625548
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0625548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0735
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0735
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0279140
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0869000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0869000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0346348
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0346348
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-277702
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0562243
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0279140
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0600886
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt060
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023867
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023867
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt09648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0869000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt024602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0903250
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0625488
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0625548
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt024602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt034250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt073471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt170059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt266828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt372745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt058779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt270422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt383715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt058779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt270422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt383715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0132250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2137250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3156460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VANGUARD TOTAL STOCK MARKET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TOTAL STOCK MARKET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VANGUARD TOTAL STOCK MARKET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VANGUARD TOTAL STOCK MARKET FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0279140
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-277702
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03259679
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt020927273
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017945296
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt020927273
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0993484
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0993484
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0993484
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01001836
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08352
IRS990PF/DistributableAmountGrp/TotalTaxAmt08352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01230
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08352
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09600
IRS990PF/FMVAssetsEOYAmt020928008
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt02635
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0735
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt017945296
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt020927273
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt017880833
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt020857409
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt020857409
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt067098
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070599
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017947931
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt020928008
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt020928008
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt02635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0735
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017947931
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt020928008
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017945296
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt020927273
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020341843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt078544
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020263299
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0305128
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01001836
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020036715
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020341843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BAPTIST COMMUNITY MINISTRIES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0400 POYDRAS ST SUITE 2950
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0701303245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0869000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0869000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0869000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd01
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd01
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0LAURIE DECUIR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 POYDRAS STREET SUITE 2950
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0701303245
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05045932323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0869000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHAPLAINCY SERVICES AND CONGREGATIONAL WELLNESS PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BAPTIST COMMUNITY MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0400 POYDRAS ST SUITE 2950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd070130
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0869000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0869000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0993484
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt048747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt048747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0869000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048747
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt075737
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt060
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISC. INCOME
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt060
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03259679
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14109
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS (CONSULTING)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HANCOCK WHITNEY (CUSTODIAN)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019758
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14109
TaxesSchedule/TaxesDetail/Amt09648
TaxesSchedule/TaxesDetail/CategoryTxt0SECTION 4940 EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE DECUIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05045932323
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DA MCFARLAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAMC
ReturnHeader/Filer/EIN0582003466
ReturnHeader/Filer/PhoneNum05045932323
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 POYDRAS STREET NO 2950
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701303245
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721088864
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAPORTE APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS MEMORIAL BLVD 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0700054958
ReturnHeader/PreparerPersonGrp/PhoneNum05048355522
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S WILES CPA
ReturnHeader/ReturnTs02022-08-12T15:28:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DECUIR
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,928,008
Liabilities
$735
Net assets
$20,927,273
Revenue
$625,548
Expenses
$903,250
Net income
-$277,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.3$0.00$21.3$1.92$0.95$0.97
2023Detailed filing. Detailed filing data is available for this year.$17.5$0.01$17.5$0.68$1.02$0.34
2022Detailed filing. Detailed filing data is available for this year.$16.2$0.01$16.2$0.71$1.05$0.34
2021Detailed filing. Detailed filing data is available for this year.$20.9$0.00$20.9$0.63$0.90$0.28
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.54$0.87$0.33
2019Summary only. Only limited summary data is available for this year.$17.2$0.00$0.50$0.89$0.39
2015Summary only. Only limited summary data is available for this year.$14.7$0.00$1.67$0.89$0.78
2014Summary only. Only limited summary data is available for this year.$16.1$0.00$1.08$0.84$0.24
2013Summary only. Only limited summary data is available for this year.$15.9$0.01$1.12$0.81$0.31
2012Summary only. Only limited summary data is available for this year.$14.9$0.01$1.04$0.84$0.20
2011Summary only. Only limited summary data is available for this year.$13.4$0.00$1.85$0.73$1.12