Civic Intelligence

E G Schlieder Higher Ed and Health

EIN 72-6161111 • 501(c)3 • New Orleans, LA

New Orleans, LA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$2,387

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

121%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,428,111

Up $73,544 (+5.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,428,111

Up $73,544 (+5.4%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin87th percentile

Revenue

Up

$164,423

Up $90,012 (+121%) from 2024

Expenses

Up

$90,958

Up $606 (+0.7%) from 2024

Net Income

Up

$73,465

Up $89,406 (+561%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,969,114Liabilities 2012: $0Net Assets 2012: $1,969,1142012Assets 2013: $2,067,875Liabilities 2013: $0Net Assets 2013: $2,067,8752013Assets 2014: $2,123,951Liabilities 2014: $0Net Assets 2014: $2,123,9512014Assets 2015: $2,260,982Liabilities 2015: $0Net Assets 2015: $2,260,9822015Assets 2016: $2,221,238Liabilities 2016: $0Net Assets 2016: $2,221,2382016Assets 2017: $2,324,268Liabilities 2017: $0Net Assets 2017: $2,324,2682017Assets 2018: $2,470,357Liabilities 2018: $0Net Assets 2018: $2,470,3572018Assets 2019: $121,660Liabilities 2019: $0Net Assets 2019: $121,6602019Assets 2020: $1,232,880Liabilities 2020: $0Net Assets 2020: $1,232,8802020Assets 2021: $1,313,803Liabilities 2021: $0Net Assets 2021: $1,313,8032021Assets 2022: $1,404,040Liabilities 2022: $0Net Assets 2022: $1,404,0402022Assets 2023: $1,371,207Liabilities 2023: $0Net Assets 2023: $1,371,2072023Assets 2024: $1,354,567Liabilities 2024: $0Net Assets 2024: $1,354,5672024Assets 2025: $1,428,111Liabilities 2025: $0Net Assets 2025: $1,428,1112025

Highlighted filing

2025

Assets$1,428,111
Liabilities$0
Net Assets$1,428,111
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $103,613Expenses 2012: $8,732Net Income 2012: $94,8812012Revenue 2013: $108,075Expenses 2013: $9,314Net Income 2013: $98,7612013Revenue 2014: $66,206Expenses 2014: $10,136Net Income 2014: $56,0702014Revenue 2015: $232,817Expenses 2015: $87,286Net Income 2015: $145,5312015Revenue 2016: -$27,169Expenses 2016: $10,504Net Income 2016: -$37,6732016Revenue 2017: $112,428Expenses 2017: $10,761Net Income 2017: $101,6672017Revenue 2018: $162,205Expenses 2018: $13,038Net Income 2018: $149,1672018Revenue 2019: $67,825Expenses 2019: $1,322,648Net Income 2019: -$1,254,8232019Revenue 2020: $41,377Expenses 2020: $25,174Net Income 2020: $16,2032020Revenue 2021: $152,351Expenses 2021: $71,838Net Income 2021: $80,5132021Revenue 2022: $177,904Expenses 2022: $87,323Net Income 2022: $90,5812022Revenue 2023: $44,732Expenses 2023: $77,970Net Income 2023: -$33,2382023Revenue 2024: $74,411Expenses 2024: $90,352Net Income 2024: -$15,9412024Revenue 2025: $164,423Expenses 2025: $90,958Net Income 2025: $73,4652025

Highlighted filing

2025

Revenue$164,423
Expenses$90,958
Net Income$73,465
Open 2025 Filing

Filings

Most recent year

2025 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,428,111
Liabilities
$0
Net assets
$1,428,111
Revenue
$164,423
Expenses
$90,958
Net income
$73,465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.16$0.09$0.07
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.35$0.00$1.35$0.07$0.09$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.04$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.18$0.09$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.15$0.07$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.04$0.03$0.02
2019Summary only. Only limited summary data is available for this year.$0.12$0.00$0.12$0.07$1.32$1.25
2018Summary only. Only limited summary data is available for this year.$2.47$0.00$2.47$0.16$0.01$0.15
2017Summary only. Only limited summary data is available for this year.$2.32$0.00$2.32$0.11$0.01$0.10
2016Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.03$0.01$0.04
2015Summary only. Only limited summary data is available for this year.$2.26$0.00$2.26$0.23$0.09$0.15
2014Summary only. Only limited summary data is available for this year.$2.12$0.00$2.12$0.07$0.01$0.06
2013Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.11$0.01$0.10
2012Summary only. Only limited summary data is available for this year.$1.97$0.00$1.97$0.10$0.01$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$564,173
Mission and Program Overview

Mission

The trust funds an endowed chair for la state university med center and the university of new orleans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,354,567$1,428,111▲ $73,544
Investments in Publicly Traded Securities$1,242,000$1,304,544▲ $62,544
Savings and Temporary Cash Investments$112,567$123,567▲ $11,000
Total Assets$1,354,567$1,428,111▲ $73,544
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,354,567$1,428,111▲ $73,544
Total Liabilities and Net Assets / Fund Balance$1,354,567$1,428,111▲ $73,544
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
-Trustee$2,387$2,387
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$164,422
Other Revenue
$1
Change in Net Assets
$73,465
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$81,765
Other Expenses$6,806
Salaries, Compensation, and Employee Benefits$2,387
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$81,765--$81,765
Fees for Service Investment Mgmnt Fees-$5,671-$5,671
Current Officers, Directors, Trustees, and Key Employees-$2,387-$2,387
Fees for Services Accounting-$1,000-$1,000
All Other Expenses-$135-$135
Total Functional Expenses$81,765$9,193$0$90,958
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of New OrleansNew Orleans, LA501 C 3Education$81,765
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

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

Governance Explanations

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

“The organization has no committees.”

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

“The completed tax return is provided to the trustee and administrator for review prior to filing.”

FORM 990, PAGE 6, PART VI, LINE 15B

“Fees are subject to approval of the unversity of new orleans trustee.”

Form 990, Page 6, Part VI, Line 19

“The governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
E G Schlieder Higher Ed and Health
EIN
72-6161111
Phone
5045867421
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
Trust Tax Mgr
Phone
5045867421
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
La
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mututal fund timing differences of $66 return of captial adjustments of $47, and basis adjustments of ($35)”

Raw XML Appendix350 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
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0TRUST TAX DEPARTMENT
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 POYDRAS ST STE 3100
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
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IRS990/ConservationEasementsInd0false
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
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IRS990/Desc0FIDUCIARY FEES, TAX PREPARATION FEES AND EXPENSES RELATED TO PROGRAM SERVICES; EDUCATIONAL GRANTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt081765
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IRS990/FederalGrantAuditRequiredInd0false
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IRS990/FeesForServicesAccountingGrp/TotalAmt01000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05671
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1LOUISIANA STATE UNIVERSITY MEDICAL CENTER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2HANCOCK WHITNEY BANK
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22387
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0119825
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt081765
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt081765
IRS990/GrantsToDomesticOrgsGrp/TotalAmt081765
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0519575
IRS990/GrossReceiptsAmt0564173
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt044597
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044597
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01242000
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01304544
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0399750
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01
IRS990/MissionDesc0THE TRUST FUNDS AN ENDOWED CHAIR FOR LA STATE UNIVERSITY MED CENTER AND THE UNIVERSITY OF NEW ORLEANS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01354567
IRS990/NetAssetsOrFundBalancesEOYAmt01428111
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0119825
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0119825
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt079
IRS990/OtherRevenueTotalAmt01
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0TRUST TAX DEPARTMENT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt081934
IRS990/PYInvestmentIncomeAmt074408
IRS990/PYOtherExpensesAmt06256
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IRS990/PYRevenuesLessExpensesAmt0-15941
IRS990/PYSalariesCompEmpBnftPaidAmt02162
IRS990/PYTotalExpensesAmt090352
IRS990/PYTotalRevenueAmt074411
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt073465
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0112567
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE CHANCELLOR OF THE UNIVERSITY OF NEW ORLEANS AND THE CHANCELLOR OF THE LOUISIANA STATE UNIVERSITY MEDICAL CENTER ARE TRUSTEES OF THE TRUST AND HAVE ALL THE POWERS OF A TRUSTEE AS DEFINED IN THE TRUST DOCUMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION SUPPORTS A GOVERMENTAL ENTITY. THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO ESTABLISH AND FINANCIALLY SUPPORT THE EDWARD G. SCHLIEDER HIGHER EDUCATION AND HEALTH INITIATIVES CHAIR AT THE UNIVERSITY OF NEW ORLEANS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE CHANCELLOR OF THE UNIVERSITY OF NEW ORLEANS AND THE CHANCELLOR OF THE LOUISIANA STATE UNIVERSITY MEDICAL CENTER AS CO-TRUSTEES OF THE TRUST ALONG WITH THE CORPORATE TRUSTEE ARE RESPONSIBLE FOR ADMINISTERING ALL ASPECTS OF THE TRUST INCLUDING THE MANNER AND TIMING OF PAYMENTS. THE MAKING OF SUCH PAYMENTS IS PART OF AN ACTIVE PROGRAM AT THE UNIVERSITY OF NEW ORLEANS THAT DIRECTLY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3FURTHERS THEIR EXEMPT PURPOSES. BUT FOR THE ACTIVITIES OF THE ORGANIZATION, THE UNIVERSITY OF NEW ORLEANS WOULD NORMALLY ENGAGE IN THESE ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 1c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 1c
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION E, LINE 1c
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt081765
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt081765
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt081765
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 C 3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF NEW ORLEANS
IRS990ScheduleI/RecipientTable/RecipientEIN0721051326
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02021 Lakeshore Drive Suite 420
IRS990ScheduleI/RecipientTable/USAddress/CityNm0New Orleans
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070122
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE IN ACCORDANCE WITH THE TRUST DOCUMENT FOR PURPOSES SPECIFIED IN THE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPLETED TAX RETURN IS PROVIDED TO THE TRUSTEE AND ADMINISTRATOR FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FEES ARE SUBJECT TO APPROVAL OF THE UNVERSITY OF NEW ORLEANS TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUTUTAL FUND TIMING DIFFERENCES OF $66 RETURN OF CAPTIAL ADJUSTMENTS OF $47, AND BASIS ADJUSTMENTS OF ($35)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0C/O TONY GREGORIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0721051326
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt05
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02021 LAKESHORE DRIVE SUITE 420
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01354567
IRS990/TotalAssetsEOYAmt01428111
IRS990/TotalAssetsGrp/BOYAmt01354567
IRS990/TotalAssetsGrp/EOYAmt01428111
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IRS990/TotalFunctionalExpensesGrp/TotalAmt090958
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01354567
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01428111
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081765
IRS990/TotalReportableCompFromOrgAmt02387
IRS990/TotalRevenueGrp/ExclusionAmt0164423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164423
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01354567
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01428111
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS ST STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
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IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST TAX MGR
ReturnHeader/BusinessOfficerGrp/PhoneNum05045867421
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0E G SCHLIEDER HIGHER ED AND HEALTH
ReturnHeader/Filer/BusinessNameControlTxt0SCHL
ReturnHeader/Filer/EIN0726161111
ReturnHeader/Filer/PhoneNum05045867421
ReturnHeader/Filer/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701397727
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE FINANCIAL PLZ STE 2300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0029032485
ReturnHeader/PreparerPersonGrp/PhoneNum08662974127
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-10-27T17:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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