2024-10-28T13:00:17-07:00 2023-12-31 720910574 Oestriecher and Company CPAs 4641 Windermere Place Alexandria LA 71303 990PF 2023-01-01 237038714 Louis Wellan Community Fund LOUI 3184456006 3853 Rue Left Bank Alexandria LA 71303 MYRON D WELLAN CHAIRMAN & PRES 2024-10-28 true true Kurt G Oestriecher CPA P01260652 3184483556 2023 2024-10-15 13:58:12Z X 0 X 7095 X 15 15 15 8850 8850 8850 -7414 51801 -906 -1440 -1440 7640 7425 7425 725 725 725 74 74 74 2649 2649 2649 3448 3448 3448 0 13300 13300 16748 3448 3448 13300 -9108 3977 3977 4666 8124 93512 80946 158118 158118 256296 247188 0 0 X 256296 247188 256296 247188 256296 247188 256296 -9108 247188 247188 11 Genuine Parts Company P 2022-03-01 2023-01-27 1857 1328 529 529 66 Key Corp P 2022-06-14 2023-03-14 811 1167 -356 -356 12 Paychecks Inc P 2022-03-01 2023-01-17 1426 1413 13 13 34 Union Pacific P 2022-07-01 2023-03-20 9285 10145 -860 -860 10 UPS P 2023-04-27 2023-10-23 1649 1890 -241 -241 18 Ares Management P 2022-03-01 2023-09-05 1642 1395 247 247 8 Braodcom P 2022-03-01 2023-07-31 6339 4545 1794 1794 7 CME Group P 2022-03-01 2023-05-19 1272 1638 -366 -366 3 Cummins P 2022-06-20 2023-11-22 671 591 80 80 31 Genuine Parts Company P 2022-03-01 2023-08-04 4156 3743 413 413 2 Home Depot P 2022-03-07 2023-11-22 619 642 -23 -23 139 Interpublic P 2022-03-01 2023-04-27 4195 4933 -738 -738 190 Keurig P 2022-03-01 2023-12-01 6021 7273 -1252 -1252 478 Key Corp P 2022-03-01 2023-03-14 5871 11026 -5155 -5155 3 Proctor and Gamble P 2022-03-01 2023-05-19 459 459 5 Public Svc Enterprise P 2022-03-15 2023-08-25 304 337 -33 -33 11 Target P 2022-03-01 2023-06-01 1449 2422 -973 -973 18 Unilver P 2022-07-27 2023-08-25 910 865 45 45 19 UPS P 2022-07-26 2023-10-23 2865 3403 -538 -538 -7414 -915 55 55 55 55 0 false false false false false false false false true LA true false false false false true N/A MYRON WELLAN 3184456006 3853 RUE LEFT BANK ALEXANDRIA LA 71303 false false false false false false false false false false false false false false false false false false false false false false MYRON D WELLAN 3853 RUE LEFT BANK ALEXANDRIA LA 71303 CHAIRMAN & PRES 1.00 0 MARILYN E WELLAN 3853 RUE LEFT BANK ALEXANDRIA LA 71303 Vice President 0.00 0 PAMELA WELLAN MCCRAW 1311 PRESCOTT DR MURPHY TX 75094 Director 0.00 0 LESLIE W YAGER 838 STANHOPE LANE MATTHEWS NC 28105 Director 0.00 0 B LOUIS WELLAN 1740 JACKSON STREET ALEXANDRIA LA 71301 SEC/TREAS 0.00 0 NONE NONE ONLY ACTIVITY OF THE FUND IS MAKING CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS-ONLY MAJOR EXPENSES INCURRED FOR THIS PURPOSE ARE ACCOUNTING, PUBLICATION AND BANK FEES. 0 0 0 0 0 0 0 0 0 0 55 55 55 55 0 13300 13300 0 14285 12375 9180 6520 7649 50009 13300 0 13300 63309 0 14285 49024 12375 9180 6520 7649 13300 MYRON D WELLAN X Myron D Wellan 3853 Rue Left Bank Alexandria LA 71303 No formal application required. None No Kiwanis Boys Camp PO Box 12688 Alexandria LA 71303 Tax Exemp Charitable Contribution 300 Congregation Gemiluth Chassodim 2021 Turner Street Alexandria LA 71301 Tax Exemp Charitable Contribution 2400 Jewish Temple 2021 Turner Street Alexandria LA 71301 Tax Exemp Charitable Contribution 150 United Jewish Appeal 509 Versailles Alexandria LA 71303 Tax Exemp Charitable Contribution 9500 Alexandria Museum of Art PO Box 1028 Alexandria LA 71309 Tax Exemp Charitable Contribution 500 River Oaks Sq 1330 Second Street Alexandria LA 71301 Tax exemp Charitable Contribution 100 Rapides Symphony 1101 4th Street Suite 201 Alexandria LA 71301 Tax Exemp Charitable Contribution 350 13300 15 8850 534 -7414 Enterprise Products -1440 545 545 4 Used for paying expenses, taxes and contributions to charities. false false false false false false false false false false Accounting and Tax Services 725 725 725 0 Morgan Keegan - Investments 158118 Cleco Stock 80946 Investment Expenses 2649 2649 2649 Enterprise Products -1440 -1440 -1440 Other Investment Income 534 Tax on Investment Income 74 74 74