2024-03-12T13:36:36-05:00 2023-12-31 208102502 THIBODAUX HEBERT DESHOTELS LEBLANC 935 CAMELLIA BLVD SUITE 200 LAFAYETTE LA 70508 990PF 2023-01-01 271847417 MCELLIGOTT FAMILY FOUNDATION MCEL 3378395000 101 MILLSTONE ROAD BROUSSARD LA 70518 RICHARD MCELLIGOTT PRESIDENT 3378395000 2024-03-11 1 RICHARD MCELLIGOTT XXX-XX-XXXX 0 TOBY J BLANCHARD CPA P00642323 3372321000 2024-03-11 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1085328 X 0 X 25555 25555 21226 230014 21226 46781 46781 0 0 0 2130 2130 0 91 91 0 9028 9028 0 11249 11249 0 206400 206400 217649 11249 206400 -170868 35532 106284 2571 2571 1172208 1105053 1082757 1278492 1107624 1085328 0 0 X 0 0 0 0 1278492 1107624 1278492 1107624 1278492 1107624 1278492 -170868 0 1107624 0 1107624 OPPORTUNIS RGOTX P 2013-02-19 2023-12-13 24806 28727 -3921 -3921 EMERGING M P 2019-01-03 2023-02-27 3225 3566 -341 -341 GLOBAL EQU P 2022-11-08 2023-02-06 15197 13048 2149 2149 GLOBAL EQU P 2022-11-08 2023-12-13 5220 4306 914 914 INTERNATIONAL RNTTX P 2019-01-15 2023-02-06 30440 27904 2536 2536 US SMALL RUNTX P 2019-12-18 2023-02-06 4097 3911 186 186 US STRAT RUSTX P 2019-01-15 2023-02-06 81427 65222 16205 16205 MULTI-ASSESS RMATX P 2019-01-15 2023-07-27 8524 8579 -55 -55 GLOBAL REA RETTX P 2021-04-21 2023-02-06 1767 2081 -314 -314 GLOBAL INF RGFTX P 2022-11-08 2023-07-27 656 624 32 32 GLOBAL INF RGFTX P 2022-11-08 2023-12-13 617 592 25 25 SHORT DURATION RSDTX P 2023-01-01 2023-12-13 200 197 3 3 INVESTMENT RIWTX P 2023-01-01 2023-07-27 24236 24161 75 75 INVESTMENT RIWTX P 2022-01-01 2023-12-13 1697 1656 41 41 STRATEGIC RSYTX P 2019-01-03 2023-07-27 20937 23716 -2779 -2779 RUSSELL LO RMHTX P 2023-01-01 2023-12-13 512 498 14 14 CAPITAL GAINS DIVIDENDS P 6456 6456 6456 21226 494 0 494 0 494 0 0 0 0 0 0 494 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 N/A RICHARD MCELLIGOTT 3378395000 101 MILLSTONE ROAD BROUSSARD LA 70518 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E MCELLIGOTT JR 810 SOUTH BUCHANAN ST LAFAYETTE LA 70501 VICE PRESIDENT 1.00 0 0 0 RICHARD MCELLIGOTT 304 ENGLEWOOD DRIVE LAFAYETTE LA 70503 PRESIDENT 1.00 0 0 0 WILLIAM H MCELLIGOTT 119 OAK ALY LAFAYETTE LA 70508 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 1065479 54428 0 1119907 0 0 1119907 16799 1103108 55155 55155 494 494 54661 0 54661 0 54661 206400 0 206400 54661 0 0 28865 48160 118582 195607 206400 0 0 0 54661 151739 0 0 347346 0 0 0 0 0 0 0 347346 28865 48160 118582 151739 RICHARD MCELLIGOTT PRESIDENT 101 MILLSTONE ROAD BROUSSARD LA 70518 3378395000 NO FORMAL APPLICATION IS REQUIRED NONE ALL ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) BOYS & GIRLS CLUB 1405 W PINHOOK RD 200 LAFAYETTE LA 70503 NONE 501 CONTRIBUTE TO PROMOTE EMPOWERING YOUTH TO EXCEL IN THE COMMUNITY 5000 CATHOLIC CHARITIES OF ACADIANA 405 SAINT JOHN STREET LAFAYETTE LA 70502 NONE 501 CONTRIBUTE TO CHURCH PROJECT FUNDS 5000 CROSS CATHOLIC OUTREACH 2700 N MILITARY TRAIL SUITE 300 BOCA RATON FL 33427 NONE 501 MATHEBONITE KOBONAL SCHOOL EXPANISON & KOBONAL HOUSING 9400 EWTN 5817 OLD LEEDS RD IRONDALE AL 35210 NONE 501 CATHOLIC NEWS CHANNEL 5000 HABITAT FOR HUMANITY 823 W CONGRESS ST LAFAYETTE LA 70501 NONE 501 BUILD HOMES FOR THE POOR 2500 SAINT PATRICK'S CHURCH 406 E PINHOOK RD LAFAYETTE LA 70501 NONE 501 CONTRIBUTE TO THE CHURCH PROJECT FUNDS 5000 ST JOHN'S CATHEDRAL 515 CATHEDRAL ST LAFAYETTE LA 70501 NONE 501 CONTRIBUTE TO CHURCH PROJECT FUNDS 5000 DIOCESE OF LAFAYETTE 1408 CARMEL DRIVE LAFAYETTE LA 70501 NONE 501 CONTRIBUTE TO THE CHURCH PROJECT FUNDS 12000 OUR LADY OF WISDOM 501 E ST MARY BLVD LAFAYETTE LA 70503 NONE 501 CONTRIBUTE TO THE CHURCH PROJECT FUNDS 30000 MILES PERRET CENTER CANCER SERVICES 2130 KALISTE SALOOM RD STE 200 LAFAYETTE LA 70508 NONE 501 CONTRIBUTE TO AID VICTIMS OF CANCER 50000 ST ANNE CATHOLIC CHURCH 201 CHURCH ST YOUNGSVILLE LA 70592 NONE 501 CONTRIBUTE TO THE CHURCH PROJECT FUNDS 75000 UNITED CHRISTIAN OUTREACH 422 CARMEL AVENUE LAFAYETTE LA 70501 NONE 501 CONTRIBUTE TO AID IN COMMUNITY ASSISTANCE FUNDS 2500 206400 0 14 25555 14 21226 0 46781 0 46781 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2130 2130 0 EQUITY FUNDS FMV 1105053 1082757 ASSET MGMT FEES 8932 8932 0 BANK SERVICE CHARGES 96 96 0 TAXES 91 91 0