2024-05-13T09:56:22-05:00 2023-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2022-07-01 262208265 THE ISIDORE NEWMAN SCHOOL FOUNDATION ISID 5044581925 701 POYDRAS STREET SUITE 3600 3600 NEW ORLEANS LA 701397735 H MERRITT LANE PRESIDENT AND CEO 5044581925 2024-05-10 1 H MERRITT LANE 999009999 0 ERIC F FULLMER P01361347 5048314949 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z H MERRITT LANE III 701 POYDRAS STREET SUITE 3600 3600 NEW ORLEANS LA 701397735 13909771 0 X N/A X 2008 LA TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL. 17 17 0 0 60799 0 225059 1064065 0 0 3323816 2002991 0 0 3548875 3067056 1876353 1851645 0 0 0 0 0 0 0 404427 523231 2280780 2374876 1268095 692180 51467441 54544620 395328 384462 51072113 54160158 TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL. 0 0 1851645 1851645 3067056 THE FOUNDATION'S PURPOSE IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL. 1851645 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 17 17 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 LA X JWOLLFARTH MANAGEMENT SOLUTIONS LLC 5044581925 2015 HARVARD AVENUE METAIRIE LA 70001 X VALERIE BESTHOFF SECRETARY 2.00 X X 0 0 0 LOUIS Y FISHMAN BOARD MEMBER 1.00 X 0 0 0 HERMAN S KOHLMEYER JR CHAIRMAN OF THE FOUNDATION 2.00 X X 0 0 0 H MERRITT LANE III PRESIDENT CEO 2.00 X X 0 0 0 R HUNTER PIERSON III TREASURER 2.00 X X 0 0 0 HARRY J BLUMENTHAL BOARD MEMBER 1.00 X 0 0 0 DARRYL D BERGER SR BOARD MEMBER 1.00 X 0 0 0 TRIPP FRIEDLER BOARD MEMBER 1.00 X 0 0 0 WILLIAM A GOLDRING BOARD MEMBER 1.00 X 0 0 0 JOHN SAER VICE PRESIDENT INVESTMENTS 2.00 X X 0 0 0 PETER E SPERLING BOARD MEMBER 1.00 X 0 0 0 HARVEY M STONE BOARD MEMBER 1.00 X 0 0 0 IRVING WARSHAUER BOARD MEMBER 1.00 X 0 0 0 ANN THOMPSON BOARD MEMBER 1.00 X 0 0 0 ELI WEISS DIRECTOR 1.00 X 0 0 0 DARREN ALCUS DIRECTOR 1.00 X 0 0 0 SUSAN GOOD BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1064065 1064065 797952 737153 60799 12047754 10842715 1205039 1205039 1205039 3067056 1942192 60799 0 1851645 1851645 49500 49500 33808 33808 20700 20700 366673 366673 8925 8925 BAD DEBT EXPENSE 34625 34625 SOFTWARE 9000 9000 2374876 1851645 523231 0 828450 3416442 123326 51998 49716558 50174141 799107 902039 51467441 54544620 395328 384462 395328 384462 X 18014398 19084535 33057715 35075623 51072113 54160158 51467441 54544620 692180 2395865 0 X 0 1 X 1 0 X X X 1 ISIDORE NEWMAN SCHOOL 720408935 2 1 1851645 0 1 1851645 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40851189 1064065 2649354 1387781 43176827 55656023 225059 -4892912 10136981 40851189 43144767 461625 13462773 1413142 55656023 44064152 874835 -459757 1334463 43144767 41923608 604677 2826467 1290600 44064152 0.18760 0.50160 0.31080 1 0 0 LIMITED PARTNERSHIP 17896339 F PUBLICLY TRADED SECURITIES 32277802 F 50174141 X 5096248 2395865 2395865 2700383 366673 366673 3067056 2008203 0 2008203 366673 366673 2374876 PART V, LINE 4: THE ENDOWMENT FUND OF THE ISIDORE NEWMAN SCHOOL FOUNDATION IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL. PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2023 MANAGEMENT OF THE FOUNDATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS ENDED JUNE 30, 2020 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AMERICAS INVESTMENTS 6058789 EUROPE MIDDLE EAST & AFRICA INVESTMENTS 3276011 ASIA INVESTMENTS 4659978 0 0 0 0 0 0 13994778 0 13994778 1 0 0 1 1 0 PART III ACCOUNTING METHOD: 1 ISIDORE NEWMAN SCHOOL 1903 JEFFERSON AVENUE NEW ORLEANS LA 70115 720408935 501(C)(3) 1851645 0 ISIDORE NEWMAN SCHOOL IS A SUPPORTED ORGANIZATION OF THE ISIDORE NEWMAN SCHOOL FOUNDATION. PART I, LINE 2: THE FOUNDATION FOLLOWS AN ENDOWMENT SPENDING POLICY AS SANCTIONED BY THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT AND DONOR INTENTIONS. FORM 990, PART VI, SECTION A, LINE 2 MERRITT LANE AND HERMAN KOHLMEYER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS ("MEMBERS"). THE TRUSTEES OF ISIDORE NEWMAN SCHOOL, THEN SERVING FROM TIME TO TIME, SHALL BE THE COPORATION'S ONLY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERS OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN MAJOR DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS UNDER THE FOUNDATION'S CHARTER AND BYLAWS AND THE PROVISIONS OF THE LOUISIANA NONPROFIT CORPORATION LAW. FORM 990, PART VI, SECTION B, LINE 11B JWOLLFARTH MANAGEMENT SOLUTIONS. LLC, AS OPERATIONS MANAGER OF THE FOUNDATION, REVIEWS THE FORM 990 AND SENDS IT TO THE ENTIRE BOARD OF DIRECTORS. THE DIRECTORS OF THE FOUNDATION HAVE THE OPPORTUNITY TO INDIVIDUALLY REVIEW AND COMMENT UPON THE FORM 990 PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY WHICH ITS BOARD AND OPERATIONS MANAGER MONITORS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ISIDORE NEWMAN SCHOOL 1903 JEFFERSON AVENUE NEW ORLEANS LA 70115 720408935 OPERATION OF AN EARLY CHILDHOOD, PRE-K, ELEMENTARY, JUNIOR, AND HIGH SCHOOL LA 501(C)(3) LINE 2 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 ISIDORE NEWMAN SCHOOL B SEE PART VII ISIDORE NEWMAN SCHOOL D BALANCE OUTSTANDING ISIDORE NEWMAN SCHOOL P DIRECT EXPENSES