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Nonprofiteer
← JAMES H GUILBEAU JR CHARITABLE TRUST

Form 990 for tax year 2022

Filed by JAMES H GUILBEAU JR CHARITABLE TRUST.

Totals

Total revenue
$232,787
Total expenses
$309,194
Contributions and grants received
$0
Grants paid
$160,704
Program service revenue
$0
Investment income
$232,787
Other revenue
$0
Total assets, end of year
$8,371,956
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,371,956
Program services expenses (Part IX)
$160,704
Management and general expenses
$148,490
Fundraising expenses
$0
Program service expenses (Part III)
$160,704

Program services were 52.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $164,000 · excluded $164,000

  • 7a · Gross sales of assets other than inventory

    securities $140,032

  • 7b · Less cost or other basis and sales expenses

    securities $71,245

  • 7c · Gain or loss

    securities $68,787

  • 7d · Net gain or loss

    total $68,787 · excluded $68,787

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $160,704 · program services $160,704

  • 11f · Fees: investment management

    total $2,687 · management and general $2,687

  • 11g · Fees: other

    total $145,803 · management and general $145,803

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150,443 · end of year $138,983

  • 4 · Accounts receivable

    beginning of year $9,383 · end of year $4,516

  • 11 · Investments: publicly traded securities

    beginning of year $10,283,766 · end of year $8,228,457

  • 25 · Other liabilities

    beginning of year $727 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $10,442,865 · end of year $8,371,956

Mission and programs · 2022

Mission

THE JAMES H. GUILBEAU, JR. CHARITABLE TRUST PROVIDES PHILANTHROPIC SUPPORT TO ENHANCE THE EDUCATIONAL PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE

Activities or mission (Part I)

THE JAMES H. GUILBEAU, JR. CHARITABLE TRUST PROVIDES PHILANTHROPIC SUPPORT TO ENHANCE THE EDUCATIONAL PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE.

  • FACULTY RESEARCH: THE TRUST PROVIDED FUNDING FOR PROFESSIONAL TRAVEL, FACULTY DEVELOPMENT, AND RESEARCH AWARDS FOR FACULTY MEMBERS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE.

    Expenses $57,854 · Grants $57,854

  • GRADUATE PROGRAMS/PUBLIC HISTORY: THE TRUST PROVIDED FUNDING FOR GRADUATE ASSISTANTSHIPS, FELLOWSHIPS AND INTERNSHIPS WITHIN THE HISTORY DEPARTMENT AT THE UNIVERSITY OF LOUISIANA AT LAFAYETTE

    Expenses $76,334 · Grants $76,334

  • OTHER: THE TRUST PROVIDED FUNDING FOR HISTORICAL LOUISIANA ACTIVITIES INCLUDING GUEST LECTURES, WORKSHOPS AND PODCASTS.

    Expenses $26,516 · Grants $26,516

As filed on the 2022 return.

Listed in Part VII

  • KARL MECHE

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS KREAMER

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR E JOSEPH SAVOIE

    CO-TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
18 August 2023
IRS schema version
2022v5.0
Source object
202312439349300521

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