2025-02-03T16:35:21-06:00 2023-12-31 720916213 BERNARD & FRANKS CORP OF CPA'S 4141 VETERANS BLVD SUITE 313 METAIRIE LA 700025581 990EZ 2023-01-01 833092669 CROATIAN BENEVOLENT ASSOCIATION C/O JOSEPH PIACUN CROA 5042074023 PO BOX 7981 METAIRIE LA 700107981 JOSEPH S PIACUN PRESIDENT 5048674542 2025-01-29 1 1 JOSEPH V FRANKS II P00028889 5048850170 2023 2025-03-06 01:10:19Z X X WWW.CBANOLA.COM X X FRATERNAL SOCIETY 10481 X 3065 3722 3694 10481 19500 192 7561 27253 -16772 286712 27641 297581 X 285479 295361 1233 2220 286712 297581 0 0 286712 297581 X THE CROATIAN BENEVOLENT ASSOCIATION WAS FORMED TO SERVE THE NEEDS OF A GROWING NUMBER OF CROATIAN IMMIGRANTS TO THE NEW ORLEANS AREA. THE ORGANIZATION WAS FOUNDED TO FOSTER, PROTECT AND PROMOTE THE WELFARE AND INTERESTS OF ITS MEMBERS AND THEIR FAMILIES, PRIMARILY THROUGH PROVIDING BURIAL AND MEDICAL BENEFITS TO ITS MEMBERS IN NEED. THE CROATIAN BENEVOLENT ASSOCIATION SPONSORS A COLLEGE SCHOLARSHIP PROGRAM TO PROVIDE PARTIAL SCHOLARSHIP BENEFITS TO ELIGIBLE APPLICANTS WITHIN THE LOCAL CROATIAN AMERICAN COMMUNITY. THE CROATIAN BENEVOLENT ASSOCIATION WAS FORMERLY KNOWN AS THE "UNITED SLAVONIAN BENEVOLENT ASSOCIATION OF NEW ORLEANS." THEIR EIN NUMBER WAS PREVIOUSLY 72-6021942 AND WAS CHANGED TO 83-3092669 THE CROATIAN BENEVOLENT ASSOCIATION SPONSORS A COLLEGE/TRADE SCHOOL SCHOLARSHIP PROGRAM TO PROVIDE PARTIAL SCHOLARSHIP BENEFITS TO ELIGIBLE APPLICANTS WITHIN THE LOCAL CROATIAN AMERICAN COMMUNITY. THE BOARD OF DIRECTORS OF THE CROATIAN BENEVOLENT ASSOCIATION SCHOLARSHIP PROGRAM HAS APPROVED $16,500 IN FUNDING FOR THE 2020-2021 SCHOLARSHIP PROGRAM. THE SCHOLARSHIP PROGRAM PROVIDES FOR THE AWARD OF UP TO ELEVEN INDIVIDUAL SCHOLARSHIPS.. DEPENDING ON THE NUMBER OF ELIGIBLE APPLICANTS, A MAXIMUM OF ELEVEN INDIVIDUAL $1,500 SCHOLARSHIP BENEFITS MAY BE AWARDED. IF LESS THAN ELEVEN ELIGIBLE APPLICANTS ARE SELECTED, THE RESPECTIVE INDIVIDUAL AWARDS WILL INCREASE PROPORTIONALLY TO A MAXIMUM INDIVIDUAL BENEFIT OF $2,500. THE PROGRAM WILL BE OPEN TO EITHER FEMALE OR MALE APPLICANTS. TO BE ELIGIBLE FOR THIS PROGRAM THE APPLICANT MUST HAVE A SUITABLE CROATIAN DESCENT, LIVE IN THE STATE OF LOUISIANA, HAVE GRADUATED HIGH SCHOOL OR COMPLETED A GENERAL EQUIVALENCY DIPLOMA, AND SUBMIT PROOF OF FULL-TIME ACCEPTANCE AND/OR ENROLLMENT AT A UNIVERSITY, JUNIOR COLLEGE, OR VOCATIONAL/TRADE SCHOOL. 0 19500 19500 JOSEPH PIACUN PRESIDENT 1.00 0 0 0 ANDREW CVITANOVICH VICE PRESIDENT 0.50 0 0 0 JOSEPH V FRANKS II TREASURER 4.00 0 0 0 STEPHEN BARBIER SECRETARY 0.50 0 0 0 X 0 0 0 0 0 0 0 0 JOSEPH V FRANKS II 4141 VETERANS MEMORIAL BLVD SUITE 313 METAIRIE LA 70002 5042074023 0 0 0 0 0 0 0 1 X 2860 7260 4040 2760 3065 19985 2860 7260 4040 2760 3065 19985 19985 4892 3711 4354 5444 7161 25562 45547 0.43880 0.47830 X FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: EAGLE CAPITAL INCOME. AMOUNT: 3,468. DESCRIPTION: HOME BANK. AMOUNT: 254. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,722. FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: EAGLE CAPITAL INCOME. AMOUNT: 3,634. DESCRIPTION: MISCELLANEOUS REVENUE. AMOUNT: 60. TOTAL TO FORM 990-EZ, LINE 8: 3,694. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: CONLAN PAUSINA. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: GRANT PIACUN. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: PARKER PIACUN. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: CAROLINE CVITANOVICH. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: CHARLES CHERRY. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: MAYA CVITANOVICH. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: MATTHEW LULICH. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATIONAL SCHOLARSHIP. GRANTEE NAME: DAVID CHERRY. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: MASON PAUSINA. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: CHRISTIAN PIACUN. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: SYDNEY RAYMOND. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: CHARLOTTE RAYMOND. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EDUCATION SCHOLARSHIP. GRANTEE NAME: SHELBY LESALLE. GRANTEE RELATIONSHIP: CROATIAN HERITAGE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/25/23. AMOUNT GIVEN: 1,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 19,500. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: FEES. AMOUNT: 2,111. DESCRIPTION: WEBSITE EXPENSE. AMOUNT: 450. DESCRIPTION: CONTRIBUTION. AMOUNT: 5,000. TOTAL TO FORM 990-EZ, LINE 16: 7,561. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: APPRAISAL CAPITAL - UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: 27,641. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: MEMBERS DUES RECEIVABLE. BEG. OF YEAR AMOUNT: 1,165. END OF YEAR AMOUNT: 2,220. DESCRIPTION: A/R DIVIDEND PAYABLE. BEG. OF YEAR AMOUNT: 68. END OF YEAR AMOUNT: 0. IR-2024-236 HURRICANE FRANCINE:TAXPAYER IS LOCATED IN THE STATE OF LOUISIANA. DUE TO HURRICANE FRANCINE THE INTERNAL REVENUE SERVICE GRANTED A POSTPONEMENT FOR FILING INCOME TAX RETURNS AND PAYING THE RELATED INCOME TAX TO FEBRUARY 3, 2025 FOR THOSE TAXPAYERS LOCATED IN LOUISIANA. THUS TAXPAYER IS FILING THE INCOME TAX RETURN ON TIME AND NO INTEREST OR PENALTY SHOULD BE APPLIED. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.