Civic Intelligence

D a Mcfarland Trust

990PF • Fiscal year 2023 • EIN 58-2003466

Oct 01, 2022 to Sep 30, 2023 • Filed on Jun 04, 2024

Organization Profile
1320 St Charles AvenueNew Orleans, LA 70130

(504) 593-2323

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

12th percentile

-50%

Higher net margin than 12% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

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.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

61st percentile

7.9%

Faster asset growth than 61% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-4.8%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$17,517,665

Up $1,284,814 (+7.9%) from 2022

Net Assets

Up

$17,511,798

Up $1,285,412 (+7.9%) from 2022

Liabilities

Down

$5,867

Down $598 (-9.2%) from 2022

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin12th percentile

Revenue

Down

$678,627

Down $33,966 (-4.8%) from 2022

Expenses

Down

$1,015,420

Down $36,987 (-3.5%) from 2022

Net Income

Up

-$336,793

Up $3,021 (+0.9%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2023

Assets$17,517,665
Liabilities$5,867
Net Assets$17,511,798
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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

2023

Revenue$678,627
Expenses$1,015,420
Net Income-$336,793
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jun 4, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BAPTIST COMMUNITY MINISTRIESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAPTIST COMMUNITY MINISTRIESCHAPLAINCY SERVICES AND CONGREGATIONAL WELLNESS PROGRAMSPFNEW ORLEANS, LA, US$980,000
Filing and Contact Details

Filer

Filer Name
Da Mcfarland Trust
EIN
58-2003466
Phone
5045932323
Address
1320 ST CHARLES AVENUE, NEW ORLEANS, LA 70130

Signing Officer

Name
Laurie Decuir
Title
Assistant Treasurer
Phone
5045932323
Signed
2024-06-04
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 Appendix328 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/Amt01850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0LAPORTE CPAS AND BUSINESS ADVISORS
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01850
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0NO GRANT FUNDS WERE DIVERTED BY THE GRANTEE FROM THE PURPOSE OF THE GRANT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0BAPTIST COMMUNITY MINISTRIES
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt003/15/23, 05/15/23, 08/15/23, 11/15/23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt0980000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0980000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-10-01
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: 10/01/22-12/31/22 (REPORT RECEIVED 03/15/23), 01/01/23-03/31/23 (REPORT RECEIVED 05/15/23), 04/01/23-06/30/23 (REPORT RECEIVED 08/15/23), 07/01/23-09/30/23 (REPORT RECEIVED 11/15/23). 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 MARCH 14, 2024, WHICH STATED THAT THE FINANCIAL STATEMENTS WERE PRESENTED FAIRLY, IN ALL MATERIAL RESPECTS IS ON FILE.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt01320 ST CHARLES AVENUE
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0NEW ORLEANS
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0LA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd070130
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt02023-11-15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01632881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1687699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2795523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt310459635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt43891281
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/EOYFMVAmt01632881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1687699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2795523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt310459635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43891281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0402249
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0276378
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0678627
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0678627
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0276378
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0980000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0980000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0402249
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0402249
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-336793
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0573000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0276378
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0654974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021803
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021803
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011767
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0980000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01015420
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0678627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0678627
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023653
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt074906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt170063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt271538
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt380115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt065094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt157937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt273462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt379885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt065094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt157937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt273462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt379885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0140000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1128000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2145000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,438.849 SHARES - VANGUARD TOTAL STOCK MARKET INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,345.81 SHARES - VANGUARD TOTAL STOCK MARKET INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21,374.147 SHARES - VANGUARD TOTAL STOCK MARKET INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31,538.905 SHARES - VANGUARD TOTAL STOCK MARKET INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0276378
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-336793
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01622205
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017511798
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt016226386
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017511798
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0872783
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0872783
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0872783
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0881887
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09104
IRS990PF/DistributableAmountGrp/TotalTaxAmt09104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt088
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0308
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt09500
IRS990PF/FMVAssetsEOYAmt017517665
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt06465
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt05867
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt016226386
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt017511798
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt016141437
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017467019
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017467019
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt091414
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt050646
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt050646
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt016232851
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017517665
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017517665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt06465
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05867
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt016232851
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017517665
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt016226386
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017511798
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017906343
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt084013
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017822330
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0268595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0881887
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017637748
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017906343
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/AddressLine1Txt01320 ST CHARLES AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070130
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0980000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0980000
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/AddressLine1Txt01320 ST CHARLES AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070130
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/Amt0980000
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
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0980000
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/AppliedToCurrentYearAmt0872783
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014568
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0872783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt092649
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt092649
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0980000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt092649
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt092649
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014568
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01622205
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt017373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS (CONSULTING)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1HANCOCK WHITNEY (CUSTODIAN)
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt017373
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14430
TaxesSchedule/TaxesDetail/Amt011767
TaxesSchedule/TaxesDetail/CategoryTxt0SECTION 4940 EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURIE DECUIR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05045932323
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DA MCFARLAND TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAMC
ReturnHeader/Filer/EIN0582003466
ReturnHeader/Filer/PhoneNum05045932323
ReturnHeader/Filer/USAddress/AddressLine1Txt01320 ST CHARLES AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070130
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02024-06-10T16:30:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DECUIR
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,517,665
Liabilities
$5,867
Net assets
$17,511,798
Revenue
$678,627
Expenses
$1,015,420
Net income
-$336,793
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