Civic Intelligence

John J Garbarino & Adrienne Houssiere

EIN 72-6200542 • 501(c)3 • New Orleans, LA

Profile

The john & adrienne garbarino trust #3 is a charitable trust under louisiana law. The purpose of the trust is to hold and invest assets contributed to the organization and to distribute the annual earnings to immaculate conception catholic church.

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

n/A

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 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

60th percentile

9.8%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$16,469

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

42nd percentile

0.9%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

74%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,030,185

Up $8,792 (+0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,030,185

Up $8,792 (+0.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin60th percentile

Revenue

Up

$89,289

Up $38,012 (+74%) from 2023

Expenses

Up

$80,499

Up $2,001 (+2.5%) from 2023

Net Income

Up

$8,790

Up $36,011 (+132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $938,216Liabilities 2010: $0Net Assets 2010: $938,2162010Assets 2011: $925,687Liabilities 2011: $0Net Assets 2011: $925,6872011Assets 2012: $961,980Liabilities 2012: $0Net Assets 2012: $961,9802012Assets 2013: $977,003Liabilities 2013: $0Net Assets 2013: $977,0032013Assets 2014: $999,317Liabilities 2014: $0Net Assets 2014: $999,3172014Assets 2015: $1,056,376Liabilities 2015: $0Net Assets 2015: $1,056,3762015Assets 2016: $1,021,407Liabilities 2016: $0Net Assets 2016: $1,021,4072016Assets 2017: $1,034,002Liabilities 2017: $0Net Assets 2017: $1,034,0022017Assets 2018: $1,090,029Liabilities 2018: $0Net Assets 2018: $1,090,0292018Assets 2019: $1,038,622Liabilities 2019: $0Net Assets 2019: $1,038,6222019Assets 2020: $1,003,784Liabilities 2020: $0Net Assets 2020: $1,003,7842020Assets 2021: $1,075,810Liabilities 2021: $0Net Assets 2021: $1,075,8102021Assets 2022: $1,047,550Liabilities 2022: $0Net Assets 2022: $1,047,5502022Assets 2023: $1,021,393Liabilities 2023: $0Net Assets 2023: $1,021,3932023Assets 2024: $1,030,185Liabilities 2024: $0Net Assets 2024: $1,030,1852024

Highlighted filing

2024

Assets$1,030,185
Liabilities$0
Net Assets$1,030,185
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$200K$100K$0-$100KExpenses 2010: $39,6832010Expenses 2011: $45,0552011Expenses 2012: $35,9532012Revenue 2013: $71,520Expenses 2013: $57,513Net Income 2013: $14,0072013Revenue 2014: $68,626Expenses 2014: $45,938Net Income 2014: $22,6882014Revenue 2015: $89,208Expenses 2015: $47,975Net Income 2015: $41,2332015Revenue 2016: $14,969Expenses 2016: $50,485Net Income 2016: -$35,5162016Revenue 2017: $57,089Expenses 2017: $44,077Net Income 2017: $13,0122017Revenue 2018: $99,647Expenses 2018: $42,915Net Income 2018: $56,7322018Revenue 2019: $66,750Expenses 2019: $115,147Net Income 2019: -$48,3972019Revenue 2020: $77,623Expenses 2020: $111,194Net Income 2020: -$33,5712020Revenue 2021: $152,060Expenses 2021: $80,602Net Income 2021: $71,4582021Revenue 2022: $46,473Expenses 2022: $74,083Net Income 2022: -$27,6102022Revenue 2023: $51,277Expenses 2023: $78,498Net Income 2023: -$27,2212023Revenue 2024: $89,289Expenses 2024: $80,499Net Income 2024: $8,7902024

Highlighted filing

2024

Revenue$89,289
Expenses$80,499
Net Income$8,790
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,030,185
Liabilities
$0
Net assets
$1,030,185
Revenue
$89,289
Expenses
$80,499
Net income
$8,790
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.09$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.08$0.11$0.03
2019Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.04$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.06$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09$0.05$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.07$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.07$0.06$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.94$0.00$0.94$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 18, 2025
Return Version
2024v5.2
Gross Receipts
$395,361
Mission and Program Overview

Mission

The john & adrienne garbarino trust #3 is a charitable trust under louisiana law. The purpose of the trust is to hold and invest assets contributed to the organization and to distribute the annual earnings to immaculate conception catholic church.

The john & adrienne garbarino trust 3 is a charitable trust under louisiana law. The purpose of the trust is to hold and invest assets contributed to the organization and to distribute the annual earnings to immaculate conception catholic church.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$881,827-
Investments in Publicly Traded Securities$872,856--
Land, Buildings, and Equipment, Net$103,168$102,634▼ $534
Savings and Temporary Cash Investments-$45,724-
Cash and Non-Interest-Bearing Accounts$45,369--
Total Assets$1,021,393$1,030,185▲ $8,792
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$918,225$927,551▲ $9,326
Net Assets With Donor Restrictions$103,168$102,634▼ $534
Total Net Assets Fund Balance$1,021,393$1,030,185▲ $8,792
Total Liabilities and Net Assets / Fund Balance$1,021,393$1,030,185▲ $8,792

Asset Categories

AssetBook ValueDepreciationBasis
Land$97,828-$97,828
Other Land Buildings$4,806$23,019$27,825
Other Securities$881,827--
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$16,469$16,469

Board Members and Trustees

NameTitle
Robert L ColeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,326
Other Revenue
$19,963
Change in Net Assets
$8,790
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,864
Salaries, Compensation, and Employee Benefits$16,469
Other Expenses$2,166
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$61,864--$61,864
Current Officers, Directors, Trustees, and Key Employees-$16,469-$16,469
Fees for Services Accounting-$1,500-$1,500
All Other Expenses-$486-$486
Royalties-$151-$151
Fees for Services Legal-$29-$29
Total Functional Expenses$61,864$18,635$0$80,499
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Immaculate Conception Catholic ChurchJennings, LA501(c)(3)Religious Purposes$61,864
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A draft copy is emailed to the baord for review, which is then followed up with a mailed paper copy for their records.”

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

“Hancock whitney bank, as trustee, charges investment management fees which are approved and regulated by the office of the comptroller of currency and are in accordance with industry standards.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
John J Garbarino & Adrienne Houssiere
EIN
72-6200542
Phone
3378040880
Address
701 POYDRAS STREET STE 3100, NEW ORLEANS, LA 70139-7727

Signing Officer

Name
Hancock Whitney Bank
Title
Trust Tax Mgr
Phone
3378040880
Signed
2025-11-18
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
La
Voting Board Members
2
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

“ROUNDING $2”

Raw XML Appendix396 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/CashNonInterestBearingGrp/BOYAmt045369
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IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016469
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IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
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IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt061864
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01500
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt116469
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt039910
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt061864
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt061864
IRS990/GrantsToDomesticOrgsGrp/TotalAmt061864
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0342694
IRS990/GrossReceiptsAmt0395361
IRS990/GrossRentsGrp/RealAmt022964
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt029416
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029416
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0881827
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0872856
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt023019
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0103168
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0102634
IRS990/LandBldgEquipCostOrOtherBssAmt0125653
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0302784
IRS990/LessRentalExpensesGrp/RealAmt03288
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt01021393
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/PartialLiquidationInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt061864
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt071628
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS TRUST OWNS AN UNDIVIDED 20% FRACTIONAL OWNERSHIP INTEREST IN APPROXIMATELY 1,843 ACRES OF RURAL PROPERTY LOCATED IN JEFFERSON DAVIS PARISH, LOUISIANA. IN ORDER TO PROPERLY VALUE THE UNDIVIDED 20% FRACTIONAL INTEREST IN THE PROPERTY, THE TRUSTEE RETAINED THE SERVICES OF WARREN E PETERS, LOUISIANA STATE CERTIFIED GENERAL REAL ESTATE APPRAISER. IN HIS REPORT, MR. PETERS INCLUDED A DISCUSSION OF
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE DISCOUNT ATTRIBUTED BY THE APPRAISER TO ACCOUNT FOR THE FACT THAT THE TRUST OWNS AN UNDIVIDED FRACTIONAL INTEREST IN THE OWNERSHIP OF THE GARBARINO MEMORIAL FARM. IN THE REPORT, MR. PETERS STATES THAT IT IS APPROPRIATE, IN ACCORDANCE WITH THE DEFINITION OF "FAIR MARKET VALUE" AS SET FORTH IN TREASURY REGULATION SEC 20.2031-1(B), TO ACCORD TO THE UNDIVIDED FRACTIONAL OWNERSHIP A REDUCTION OF 55% FROM
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2SHARE OF THE FAIR MARKET VALUE OF THE WHOLE OR 100% OWNERSHIP INTEREST IN THE SAME PROPERTIES. PURSUANT TO THE APPRAISAL REPORT, THE UNDISCOUNTED VALUE OF THE TRUST'S 20% INTEREST IN THE PROPERTY IS $1,154,860 AND THE DISCOUNTED VALUE IS $519,687
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3IMMACULATE CONCEPTION CATHOLIC CHURCH RECEIVES THE MAJORITY OF ITS SUPPORT FROM THIS TRUST; WITHOUT THE FUNDS PROVIDED HERE, THE ORGANIZATION COULD NOT CONTINUE MANY OF ITS EDUCATIONAL ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V, SECTION B, LINE 1(E)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION B, LINE 1(E)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION B, LINE 1(E)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt02264037
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01542375
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt048992
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt055398
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01047441
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0960121
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt033961
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt023136
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt01167604
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0526856
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt02230076
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01519239
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt078053
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt053173
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt02264037
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01542375
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt078053
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt053173
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0720551977
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt061864
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0IMMACULATE CONCEPTION CATHOLIC CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt061864
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt097828
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt097828
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04806
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023019
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027825
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0881827
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SEE ATTACHED STATEMENT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0102634
IRS990ScheduleD/TotalBookValueSecuritiesAmt0881827
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt061864
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RELIGIOUS PURPOSES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0IMMACULATE CONCEPTION CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientEIN0720551977
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0515 BRYAN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JENNINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070546
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE PURPOSE OF THE TRUST IS TO HOLD AND INVEST ASSETS CONTRIBUTED TO THE ORGANIZATION AND TO DISTRIBUTE THE ANNUAL EARNINGS TO IMMACULATE CONCEPTION CATHOLIC CHURCH.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY IS EMAILED TO THE BAORD FOR REVIEW, WHICH IS THEN FOLLOWED UP WITH A MAILED PAPER COPY FOR THEIR RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1HANCOCK WHITNEY BANK, AS TRUSTEE, CHARGES INVESTMENT MANAGEMENT FEES WHICH ARE APPROVED AND REGULATED BY THE OFFICE OF THE COMPTROLLER OF CURRENCY AND ARE IN ACCORDANCE WITH INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01021393
IRS990/TotalAssetsEOYAmt01030185
IRS990/TotalAssetsGrp/BOYAmt01021393
IRS990/TotalAssetsGrp/EOYAmt01030185
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018635
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061864
IRS990/TotalFunctionalExpensesGrp/TotalAmt080499
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01021393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01030185
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt061864
IRS990/TotalReportableCompFromOrgAmt016469
IRS990/TotalRevenueGrp/ExclusionAmt089289
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089289
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01021393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01030185
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0701 POYDRAS STREET STE 3100
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701397727
IRS990/VotingMembersGoverningBodyCnt02
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/PhoneNum03378040880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN J GARBARINO & ADRIENNE HOUSSIERE
ReturnHeader/Filer/BusinessNameControlTxt0GARB
ReturnHeader/Filer/EIN0726200542
ReturnHeader/Filer/PhoneNum03378040880
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/PreparationDt02025-11-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYLE J MOHLER
ReturnHeader/ReturnTs02025-11-18T09:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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