Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee in Crowley, Louisiana (LA)

Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee
Employer Identification Number (EIN)	726130364
Name of Organization	Fanny Edith Winn Educational Tr
Secondary Name	Stefanski S & S Broussard Co-Ttee
Address	PO BOX 730, Crowley, LA 70527-0730
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	07/1990
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$4,394,582
Amount of Income	$1,059,569
Form 990 Revenue Amount	$351,993

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$376,478	$376,478	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$222,370
Gross rents	$125,568
Gross sales price for all assets	$696,431
Gross profit from sales of goods	$0
Other income	$15,200
Other	$13,340
Total expenses and disbursements	$428,407	$187,914	$0	$188,100
Compensation of officers, directors, trustees, etc.	$93,000
Pension plans, employee benefits	$0
Legal fees	$12,000
Accounting fees	$31,950
Interest	$0
Depreciation	$21,554
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$240,307	$187,914		$0
Contributions, gifts, grants paid	$188,100
Excess of revenue over expenses and disbursements	$-51,929
Net investment income		$188,564
Adjusted net income			$0

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$4,626,432	$5,311,308	$4,448,328	$5,017,893	$4,394,582	$5,122,125
Cash - non-interest-bearing	$108,381		$69,974		$48,902
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$152,997		$152,997		$152,997
Investments-corporate bonds	$3,583,794		$3,465,275		$3,456,534
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$15,254		$15,254
Total liabilities	$0		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$4,626,432		$4,448,328		$4,394,582

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$0	$0	$13,340
Net capital loss	$-23,757	$-42,898	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$3,341	$1,817	$3,771
Total credits and payments	$560	$2,520	$702
Current year estimated tax payments and previous year's overpayment credited to current year	$560	$2,520	$702
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$25	$1	$21
Tax due		$0	$3,090
Overpayment		$702	$0
Amount to be credited to next year's estimated tax	$0	$702	$0

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$4,884,118	$5,067,038	$5,091,752
Net value of noncharitable-use assets		$4,991,032	$5,015,376
Minimum investment return	$240,543	$249,552	$250,769

	2011	2012	2013
Distributable Amount
Distributable amount	$237,202	$247,735	$246,998

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$237,202	$247,735	$246,998
Undistributed income for this year. This amount must be distributed in the next year	$168,635	$154,070	$212,968

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$0
Dividends and interest from securities	$222,370	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review

Would you recommend Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee to others? (optional)

Yes

Add photo of Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee (optional)

About You

Your nickname:
I have read, and agree to the Terms of Service

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

	Log in» \| Register - it's free and very quick!
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
	Show my IP address (18.224.67.xxx) to everybody
	Leave your signature» Clear Make my signature public

Recently Added Reviews
Mystic Krewe Of Nyx in New Orleans, LA
Wilson Global Initiative in Baton Rouge, LA
Iglesia De Dios Ministerial De Jesucristo International Inc in Kenner, LA
Decolores Adoptions International in Lake Charles, LA
Cadav Inc in Baton Rouge, LA
Nola Project in New Orleans, LA
Order Of The Eastern Star Of Louisiana in Jonesboro, LA
Ozanam Inn in New Orleans, LA
Voice Of Truth Ministries, Voice Of Truth Ministires Voice Of Truth Fellowship Church in Laplace, LA
We Care Community Economic Development Corp Inc in Slidell, LA

Recently Added Reviews

Mystic Krewe Of Nyx in New Orleans, LA

Wilson Global Initiative in Baton Rouge, LA

Iglesia De Dios Ministerial De Jesucristo International Inc in Kenner, LA

Decolores Adoptions International in Lake Charles, LA

Cadav Inc in Baton Rouge, LA

Nola Project in New Orleans, LA

Order Of The Eastern Star Of Louisiana in Jonesboro, LA

Ozanam Inn in New Orleans, LA

Voice Of Truth Ministries, Voice Of Truth Ministires Voice Of Truth Fellowship Church in Laplace, LA

We Care Community Economic Development Corp Inc in Slidell, LA

Id	Name	Address	State	Established	Total Income
Other organizations in Louisiana
1	Family Resources Of New Orleans Inc	817 N Claiborne Ave, New Orleans, LA 70116-2803	LA	1997-09	$407,054
2	Family Road Of Greater Baton Rouge Inc	323 E Airport Ave, Baton Rouge, LA 70806-4841	LA	1999-12	$1,120,953
3	Family Service Corporation	1425 Lynn Street No A, Thibodaux, LA 70301-4416	LA	2007-03	$295,534
4	Family Service Of Greater Baton Rouge	4727 Revere Ave, Baton Rouge, LA 70808-3168	LA	1960-10	$1,996,750
5	Family Service Of Greater New Orleans	2515 Canal St Ste 201, New Orleans, LA 70119-6437	LA	1942-07	$2,387,433
6	Family Teacher Community Org Of The Intl School Of La	1400 Camp St, New Orleans, LA 70130-4208	LA	2005-05	$47,665
7	Family Values Resource Institute Inc	PO BOX 74403, Baton Rouge, LA 70874-4403	LA	1998-08	$853,772
8	Family Violence Council Of Terrebonne	7604 Park Ave, Houma, LA 70364-3641	LA	1997-09	$41,698
9	Family Violence Intervention Program Inc, Daip	811 Martin Luther King Jr Dr, Lafayette, LA 70501-1845	LA	1994-04	$114,461
10	Fannie Mae Goldman Educational Trust	PO BOX 61540, New Orleans, LA 70161-1540	LA	2000-07	$163,481
11	Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee	PO BOX 730, Crowley, LA 70527-0730	LA	1990-07	$1,059,569
12	Far East Outreach Ministries	17655 Mangolia Bridge Rd, Greenwell Springs, LA 70739	LA	1998-10	$81,257
13	Farmers Irrigation Incorporated	Rt 4 Box 900, Rayville, LA 71269	LA	1969-07	$0
14	Father Vander Heyden Home Inc	15283 Highway 22, Ponchatoula, LA 70454-6478	LA	2006-06	$22,175
15	Faubourg St Roch Improvement Association	1830 Saint Roch Ave, New Orleans, LA 70117-8114	LA	1999-01	$49,116
16	Faubourg St Roch Project	618 Spain Street, New Orleans, LA 70117	LA	2008-02	$39,778
17	Fbc Television Affiliates Association	205 W College St, Lake Charles, LA 70605-1625	LA	1987-10	$117,562
18	Fddoc Winners Circle Inc	PO BOX 1701, Shreveport, LA 71166-1701	LA	2005-02	$670,950
19	Fearless Tigers Cultural Arts Center Inc	4948 Chef Menteur Hwy Ste 205, New Orleans, LA 70126	LA	1996-11	$13,300
20	State Chartered Credit Unions In Louisiana, Federal Employees Credit Union	PO BOX 5006, Monroe, LA 71211-5006	LA	1969-08	$1,010,574

NonProfitFacts.com is not associated with, endorsed by, or sponsored by Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee and has no official or unofficial affiliation with Fanny Edith Winn Educational Tr, Stefanski S & S Broussard Co-Ttee