Civic Intelligence

John J Garbarino & Adrienne Houssie

EIN 72-6200544 • 501(c)3 • Baton Rouge, LA

Profile

The john & adrienne garbarino trust 1 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 our lady immaculate catholic school, a tax-exempt organization.

445 North Boulevard 1st FloorBaton Rouge, LA 70802

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: $925,688Liabilities 2011: $0Net Assets 2011: $925,6882011Assets 2012: $961,981Liabilities 2012: $0Net Assets 2012: $961,9812012Assets 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 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.09$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.05$0.08$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.05$0.07$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.15$0.08$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.00$1.09$0.10$0.04$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.06$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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 Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 29, 2022
Return Version
2021v4.2
Gross Receipts
$344,860
Mission and Program Overview

Mission

The john & adrienne garbarino trust 1 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 our lady immaculate catholic school, a tax-exempt organization.

The john & adrienne garbarino trust #1 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 our lady immaculate catholic school, a tax-exempt organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$877,768$920,358▲ $42,590
Land, Buildings, and Equipment, Net$105,632$104,811▼ $821
Cash and Non-Interest-Bearing Accounts$20,384$50,641▲ $30,257
Total Assets$1,003,784$1,075,810▲ $72,026
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$898,920$971,767▲ $72,847
Net Assets With Donor Restrictions$104,864$104,043▼ $821
Total Net Assets Fund Balance$1,003,784$1,075,810▲ $72,026
Total Liabilities and Net Assets / Fund Balance$1,003,784$1,075,810▲ $72,026

Asset Categories

AssetBook ValueDepreciationBasis
Land$97,828-$97,828
Other Land Buildings$6,983$20,842$27,825
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$16,790$50,371$67,161

Board Members and Trustees

NameTitle
Robert L ColeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$130,497
Other Revenue
$21,563
Change in Net Assets
$71,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$25,602
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Fees for Service Investment Mgmnt Fees-$14,474-$14,474
Fees for Services Accounting-$2,788-$2,788
Fees for Services Legal-$2,629-$2,629
Fees for Services Management$2,316--$2,316
Depreciation Depletion-$821-$821
Other Expenses-$72-$72
Total Functional Expenses$57,316$23,286$0$80,602
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Our Lady Immaculate Catholic SchoolJennings, LA501(c)(3)Education$55,000
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, Part VI, Section B, Line 11B

“Organization's process to review form 990 a draft copy is emailed to the board for review, which is then followed up with a mailed paper copy for their records.”

Form 990, Part VI, Section B, Line 15A

“Compensation process for top official hancock whitney bank, as trustee, charges investment fees which are approved and regulated by the office of the comptroller of currency and are in accordance with industry standards.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation no documents available to the public.”

Filing and Contact Details

Filer

Filer Name
John J Garbarino & Adrienne Houssiere
EIN
72-6200544
Phone
2259236291
Address
445 NORTH BOULEVARD 1ST FLOOR, BATON ROUGE, LA 70802

Signing Officer

Name
Hancock Whitney Bank
Title
Fiduciary
Phone
2259236291
Signed
2022-06-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Hancock Whitney Bank
Formed
1999
Legal Domicile
La
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Robert L Perez LLC
Address
701 POYDRAS ST SUITE 3640, NEW ORLEANS, LA 70139
Preparer
Robert L Perez
Phone
5047174640
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Adjustment to match book carrying value of assets 568.”

Raw XML AppendixShowing 400 of 416 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE JOHN & ADRIENNE GARBARINO TRUST #1 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 OUR LADY IMMACULATE CATHOLIC SCHOOL, A TAX-EXEMPT ORGANIZATION.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HANCOCK WHITNEY BANK
IRS990/BooksInCareOfDetail/PhoneNum02259236291
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0445 NORTH BLVD 1ST FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATON ROUGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd070802
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt020384
IRS990/CashNonInterestBearingGrp/EOYAmt050641
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt055000
IRS990/CYInvestmentIncomeAmt0130497
IRS990/CYOtherExpensesAmt025602
IRS990/CYOtherRevenueAmt021563
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt071458
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt080602
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0152060
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0821
IRS990/DepreciationDepletionGrp/TotalAmt0821
IRS990/Desc0PROVIDED FUNDING TO OUR LADY IMMACULATE CATHOLIC SCHOOL FOR EDUCATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0104864
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0104043
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt057316
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02788
IRS990/FeesForServicesAccountingGrp/TotalAmt02788
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02629
IRS990/FeesForServicesLegalGrp/TotalAmt02629
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt02316
IRS990/FeesForServicesManagementGrp/TotalAmt02316
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt014474
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014474
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0HANCOCK WHITNEY BANK
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT L COLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt116790
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150371
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0104682
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt055000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt055000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt055000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0294219
IRS990/GrossReceiptsAmt0344860
IRS990/GrossRentsGrp/RealAmt022770
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt025815
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025815
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0877768
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0920358
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020842
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0105632
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0104811
IRS990/LandBldgEquipCostOrOtherBssAmt0125653
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0189537
IRS990/LessRentalExpensesGrp/RealAmt03263
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE JOHN & ADRIENNE GARBARINO TRUST #1 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 OUR LADY IMMACULATE CATHOLIC SCHOOL, A TAX-EXEMPT ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01003784
IRS990/NetAssetsOrFundBalancesEOYAmt01075810
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0104682
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0104682
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt019507
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt019507
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0898920
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0971767
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0568
IRS990/OtherExpensesGrp/Desc0GENERAL
IRS990/OtherExpensesGrp/Desc1ROYALTY EXPENSES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02210
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1292
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt272
IRS990/OtherExpensesGrp/TotalAmt02210
IRS990/OtherExpensesGrp/TotalAmt1292
IRS990/OtherExpensesGrp/TotalAmt272
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0HANCOCK WHITNEY BANK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt076000
IRS990/PYInvestmentIncomeAmt057381
IRS990/PYOtherExpensesAmt035194
IRS990/PYOtherRevenueAmt020242
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-33571
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0111194
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt077623
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt071458
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt019507
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02056
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02056
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt056479
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt041481
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/CurrentYearAmt0821
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt0867
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt09101
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt07991
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt018793
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt047378
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt041481
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt014474
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt013391
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/CurrentYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt033193
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt08430
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt08430
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt053891
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt053891
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt07166
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt053891
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt051609
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt053891
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt02282
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt057316
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt05707
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt02282
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt05707
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt05707
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02282
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt02316
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt055000
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt053891
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt0100.000000000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt055000
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt057316
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THIS TRUST OWNS AN UNDIVIDED 20% FRACTIONAL OWNERSHIP 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 THE 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 ACCORDABCE 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 ITS PRO-RATA SHARE 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 $1,004,000 AND THE DISCOUNTED VALUE IS $451,800.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1DISTRIBUTIONS TO SUPPORTED ORGANIZATION OUR LADY IMMACULATE CATHOLIC SCHOOL 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 D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt01653125
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt01563205
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt035562
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt061771
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt01148607
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt01038889
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt024797
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt023448
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt0552200
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt0468956
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt0462545
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt01628328
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt01539757
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt056991
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt053891
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt01653125
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt01563205
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt056991
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt053891
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0720699963
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt055000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0OUR LADY IMMACULATE CATHOLIC SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt055000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/LandGrp/BookValueAmt097828
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt097828
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt06983
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020842
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027825
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0104811
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt055000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0OUR LADY IMMACULATE CATHOLIC SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0720699963
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0600 ROBERTS AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JENNINGS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0LA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd070546
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990 A DRAFT COPY IS EMAILED TO THE BOARD FOR REVIEW, WHICH IS THEN FOLLOWED UP WITH A MAILED PAPER COPY FOR THEIR RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION PROCESS FOR TOP OFFICIAL HANCOCK WHITNEY BANK, AS TRUSTEE, CHARGES INVESTMENT FEES WHICH ARE APPROVED AND REGULATED BY THE OFFICE OF THE COMPTROLLER OF CURRENCY AND ARE IN ACCORDANCE WITH INDUSTRY STANDARDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ADJUSTMENT TO MATCH BOOK CARRYING VALUE OF ASSETS 568.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01003784
IRS990/TotalAssetsEOYAmt01075810
IRS990/TotalAssetsGrp/BOYAmt01003784
IRS990/TotalAssetsGrp/EOYAmt01075810
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057316
IRS990/TotalFunctionalExpensesGrp/TotalAmt080602
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01003784
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01075810
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057316
IRS990/TotalReportableCompFromOrgAmt016790
IRS990/TotalRevenueGrp/ExclusionAmt0152060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0152060
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01003784
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01075810
IRS990/TotReportableCompRltdOrgAmt050371
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0445 NORTH BOULEVARD 1ST FLOOR
IRS990/USAddress/CityNm0BATON ROUGE
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070802
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HANCOCK WHITNEY BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FIDUCIARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02259236291
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN J GARBARINO & ADRIENNE HOUSSIERE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GARBARINO MEMORIAL TR 1
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0726200544
ReturnHeader/Filer/PhoneNum02259236291
ReturnHeader/Filer/USAddress/AddressLine1Txt0445 NORTH BOULEVARD 1ST FLOOR
ReturnHeader/Filer/USAddress/CityNm0BATON ROUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070802

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits