Civic Intelligence

Rosamary Foundation

990PF • Fiscal year 2023 • EIN 72-6024696

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 03, 2025

Organization Profile
1100 Poydras St Suite 1350New Orleans, LA 70163

(504) 207-8555

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

52nd percentile

5.6%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

271%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$39,577,240

Up $2,084,503 (+5.6%) from 2022

Net Assets

Up

$39,577,240

Up $2,084,503 (+5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin84th percentile

Revenue

Up

$5,489,648

Up $4,010,679 (+271%) from 2022

Expenses

Up

$3,455,145

Up $78,932 (+2.3%) from 2022

Net Income

Up

$2,034,503

Up $3,931,747 (+207%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$60M$40M$20M$0Assets 2011: $45,288,863Liabilities 2011: $83,1032011Assets 2012: $44,568,799Liabilities 2012: $02012Assets 2013: $45,145,712Liabilities 2013: $02013Assets 2014: $50,877,631Liabilities 2014: $33,3252014Assets 2015: $50,046,983Liabilities 2015: $02015Assets 2019: $46,836,284Liabilities 2019: $1,5352019Assets 2020: $39,114,406Liabilities 2020: $0Net Assets 2020: $39,114,4062020Assets 2021: $39,389,981Liabilities 2021: $0Net Assets 2021: $39,389,9812021Assets 2022: $37,492,737Liabilities 2022: $0Net Assets 2022: $37,492,7372022Assets 2023: $39,577,240Liabilities 2023: $0Net Assets 2023: $39,577,2402023Assets 2024: $37,650,400Liabilities 2024: $0Net Assets 2024: $37,650,4002024

Highlighted filing

2023

Assets$39,577,240
Liabilities$0
Net Assets$39,577,240
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,830,820Expenses 2011: $3,247,419Net Income 2011: $583,4012011Revenue 2012: $2,213,124Expenses 2012: $2,850,085Net Income 2012: -$636,9612012Revenue 2013: $4,064,562Expenses 2013: $3,487,649Net Income 2013: $576,9132013Revenue 2014: $9,184,242Expenses 2014: $3,485,648Net Income 2014: $5,698,5942014Revenue 2015: $2,248,582Expenses 2015: $3,045,905Net Income 2015: -$797,3232015Revenue 2019: $2,049,499Expenses 2019: $2,927,702Net Income 2019: -$878,2032019Revenue 2020: -$4,695,593Expenses 2020: $3,026,285Net Income 2020: -$7,721,8782020Revenue 2021: $3,207,126Expenses 2021: $2,931,551Net Income 2021: $275,5752021Revenue 2022: $1,478,969Expenses 2022: $3,376,213Net Income 2022: -$1,897,2442022Revenue 2023: $5,489,648Expenses 2023: $3,455,145Net Income 2023: $2,034,5032023Revenue 2024: $1,335,088Expenses 2024: $3,261,928Net Income 2024: -$1,926,8402024

Highlighted filing

2023

Revenue$5,489,648
Expenses$3,455,145
Net Income$2,034,503
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 3, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS M FREEMAN JRTrustee-$0--
OLIVIA WOOLLAMTrustee-$0--
ANDREW WISDOMChairman-Tru-$0--
CARLOS ZERVIGONTrustee-$0--
MILES ZERVIGONTrustee-$0--
MATTHEW WISDOMTrustee-$0--
LUIS ZERVIGONSecretary-Tr-$0--
ADAIR PARRTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED STATEMENTSEE ATTACHEDPCVARIOUS, LA, US$2,965,500
Paid GrantFROM PASSTHROUGH K-1'SSEE ATTACHEDPCVARIOUS, LA, US$92
Filing and Contact Details

Filer

Filer Name
Rosamary Foundation
EIN
72-6024696
Phone
5042078555
Address
1100 POYDRAS ST SUITE 1350, NEW ORLEANS, LA 70163

Signing Officer

Name
Andrew Wisdom
Title
Chairman-trustee
Signed
2025-02-03
Discuss with paid preparer
Yes

Preparer

Firm
Capfinancial Partners LLC
Address
1100 POYDRAS STREET SUITE 1350, NEW ORLEANS, LA 70163
Preparer
Mariska W Roney
Phone
5042078555
Raw XML AppendixShowing 400 of 534 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
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorBusinessName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0INVESTMENT ADVISORY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0STCG FROM PASS-THROUGHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1LTCG FROM PASS-THROUGHS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt18277
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm0STCG FROM PT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm1LTCG FROM PT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt18277
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0563208
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1312231
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2510876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320276168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt413005846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5729016
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt630616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt788102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt846445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9146481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1068527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1144872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt122000000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131206300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14232534
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AG ENERGY PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BLACK BAY ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CF SECONDARY PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GS VINTAGE FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES 20 PLS YEAR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MILLENIUM INTERNATION LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7NGP MIDSTREAM & RESOURCES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8SCHWAB INVESTMENT 7671-4999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9TIFF PARTNERS V - INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10TIFF PARTNERS IV & V - US LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11TIFF PRIVATE EQUITY PARTNERS 2005
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12TIFF PRIVATE EQUITY PARTNERS 2006
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13TIFF PRIVATE EQUITY PARTNERS 2007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14TIFF PRIVATE EQUITY PARTNERS 2008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15TIFF REALTY & RESOURCES 2008
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16TIFF SECONDARY PARTNERS II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WINSTON HEDGED EQUITY FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18STRATEGIC INVESTORS FUND X CAYMAN LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19STRATEGIC INVESTORS FUND XI CAYMAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt087289
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1554735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21235048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt335505101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt413908658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56117697
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt622000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt728394
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt882611
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9211426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10107059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1112791
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt124332047
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131253519
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14226085
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01057093
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt02346
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04447308
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt08344
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011731
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt0579
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt05605
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0BOOK/TAX DIFF
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1TAX EXEMPT INCOME FROM K-1S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3UBTI FROM PASS-THRU K-1S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-2130
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt173
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt21442
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd314
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-42749
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt05521122
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-31474
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt05489648
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04447308
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02965592
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02965592
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01057093
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01059439
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02034503
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012004934
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0983
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012310
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0983
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04455652
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05165851
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt057973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt082722
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0143142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt07047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-37753
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0273241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0273241
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0346
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt072151
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03023565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0357328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03455145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt05523179
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt05489648
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt057973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0357328
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0489553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07503106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04454592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-8944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-35413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt535678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt04454592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-8944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-35413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt535678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt011957698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt235678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0LTCG CS 4999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1INV - TIFF PARTNERS V-INT'L LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2INV - TIFF PEP PARTNERS 2006, LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TIFF PEP PTRS 2005 - DISTR > BASIS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4STCL FROM PASS-THROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5STCG FROM PASS-THROUGHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04447308
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt033859
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02034503
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt050000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039577240
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt037492737
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039577240
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02951696
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02901696
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02951696
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02973501
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt050000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt071805
IRS990PF/DistributableAmountGrp/TotalTaxAmt071805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt093827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt071805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027022
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt071805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt071805
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt098827
IRS990PF/FMVAssetsEOYAmt064000478
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt037492737
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt039577240
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt033339901
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt039261222
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt063684460
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt040379
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt043569
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt043569
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04112457
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0272449
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0272449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt037492737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt039577240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt064000478
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt037492737
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt039577240
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt037492737
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039577240
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt060375653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09631656
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt050709806
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0905635
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt034191
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02973501
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt059470018
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt060375653
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CAPFINANCIAL PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0273241
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INV ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04208 SIX FORKS ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine2Txt0SUITE 1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RALEIGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd027609
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LOUIS M FREEMAN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1OLIVIA WOOLLAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANDREW WISDOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CARLOS ZERVIGON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MILES ZERVIGON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MATTHEW WISDOM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6LUIS ZERVIGON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7ADAIR PARR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CHAIRMAN-TRU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6SECRETARY-TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21100 POYDRAS ST STE 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71100 POYDRAS ST 1350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd270163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd370163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd470163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd570163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd670163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd770163
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03023565
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03023565
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01100 POYDRAS STREET SUITE 1350
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW ORLEANS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd070163
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CAPTRUST
IRS990PF/StatementsRegardingActyGrp/PhoneNum05042078555
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ROSAMARY.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRANT PROPOSAL SUMMARY SHEET - SEE WWW.ROSAMARY.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ANDREW WISDOM CHAIRMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05042078555
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01100 POYDRAS ST SUITE 1350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd070163
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS IN THE GREATER NEW ORLEANS AREA, IN THE FIELDS OF CIVIC AFFAIRS, COMMUNITY DEVELOPMENT, THE ARTS, EDUCATION, AND HUMAN RESOURCES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 1ST AND SEPTEMBER 1ST OF EACH TAX YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt075000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED - PLEDGES AT 123123
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine2Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0LA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd070163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12965500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FROM PASSTHROUGH K-1'S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0VARIOUS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,577,240
Liabilities
$0
Net assets
$39,577,240
Revenue
$5,489,648
Expenses
$3,455,145
Net income
$2,034,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$1.34$3.26$1.93
2023Detailed filing. Detailed filing data is available for this year.$39.6$0.00$39.6$5.49$3.46$2.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$0.00$37.5$1.48$3.38$1.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.4$0.00$39.4$3.21$2.93$0.28
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$0.00$39.1$4.70$3.03$7.72
2019Summary only. Only limited summary data is available for this year.$46.8$0.00$2.05$2.93$0.88
2015Summary only. Only limited summary data is available for this year.$50.0$0.00$2.25$3.05$0.80
2014Summary only. Only limited summary data is available for this year.$50.9$0.03$9.18$3.49$5.70
2013Summary only. Only limited summary data is available for this year.$45.1$0.00$4.06$3.49$0.58
2012Summary only. Only limited summary data is available for this year.$44.6$0.00$2.21$2.85$0.64
2011Summary only. Only limited summary data is available for this year.$45.3$0.08$3.83$3.25$0.58