2025-11-13T16:58:05-05:00 2024-12-31 720738838 DARNALL SIKES & FREDERICK 1201 BRASHEAR AVE STE 301 MORGAN CITY LA 703803218 990PF 2024-01-01 726029365 H & B YOUNG FOUNDATION H&BY 9853850812 PO BOX 889 MORGAN CITY LA 70381 BRENDA B AYO PRESIDENT 9853850812 2025-11-13 true true DEREK A JETT CPA P01932844 9853846264 2025-11-13 2024 2025-03-06 01:10:19Z X 44110025 X X 9454 9454 886717 886717 1790146 1790146 1764346 906272 3610818 906272 -11293 -35827 3581296 3556762 227925 170944 56981 21728 16296 5432 44500 44500 950 950 379 379 52994 5473 1661 10867 6457 8605 6454 2151 504864 453405 48331 872812 704858 114556 2292439 2292439 3165251 704858 2406995 416045 2851904 40 42 42 814663 1086951 1086951 133090 640338 133090 133090 3500 5601 3500 3500 45819 45837 45837 23931665 26334588 26334588 3098886 957306 2322720 2141580 16098000 466874 124037 184565 342837 229991 299 178026 178026 27945710 30266451 44110025 32636 58749 241785 317856 274421 376605 X 27671289 29889846 27671289 29889846 27945710 30266451 27671289 416045 1802512 29889846 29889846 PUBLICLY TRADED SECURITIES P 1625679 1618632 7047 7047 PUBLICLY TRADED SECURITIES P 1892958 1051812 841146 841146 APEXONE MULTIFAMILY FUND P 22649 22649 22649 BRIDGE INVESTMENT GROUP P 6243 -6243 -6243 STONEPEAK INFRASTRUCTURE FUND III P 188 188 188 ARROWHEAD 59 P 1462 1462 1462 RSCM FUND IV P 5395 -5395 -5395 STRATEGIC WIRELESS INFRASTRUCTURE P 30806 30806 30806 LOTUS DOMAIN P 9695 -9695 -9695 ANDRA CAPITAL FUND P 37076 37076 37076 VESTED FUND P 12769 -12769 -12769 906272 39641 39641 39641 38551 20000 58551 X 52 18858 18858 false false false false false true true false true true LA true false false false false true N/A BRENDA AYO 9853850812 818 SECOND STREET MORGAN CITY LA 70380 false false false false true false false false false false false false false false true false false false false false false false BRENDA B AYO 1708 EAST GARNER DRIVE MORGAN CITY LA 70380 PRESIDENT 40.00 90679 15745 0 EMILE A WAGNER III 2036 PALMER AVENUE NEW ORLEANS LA 70118 TREASURER 4.25 26612 0 0 GWEN E ROSS 1708 EAST GARNER DRIVE MORGAN CITY LA 70380 SECRETARY 40.00 50182 5983 0 MELISSA PARSIOLA 208 BRIGHTON LANE BERWICK LA 70342 VICE PRESIDE 4.25 26250 0 0 TIM BETBEZE 909 POYDRAS STREET SUITE 2300 NEW ORLEANS LA 70112 DIRECTOR 4.25 34202 0 0 NONE NONE N/A 26085810 841299 16390038 43317147 43317147 649757 42667390 2133370 2133370 39641 39641 2093729 5250 2098979 2098979 2406995 2406995 2098979 1847644 2406995 1847644 559351 1539628 BRENDA B AYO PO BOX 889 MORGAN CITY LA 70381 9853850812 A WRITTEN STATEMENT PROVIDING THE REQUESTING ORGANIZATION'S NAME, ADDRESS, TELEPHONE NUMBER, CONTACT PERSON(S), AND THE AMOUNT REQUESTED. INCLUDE THE PURPOSE AND DETAILED PLAN FOR THE REQUESTED FUNDS. PROVIDE DETAILS OF OTHER SOURCES OF FUNDING PLANNED FOR THE PROJECT ALONG WITH TOTAL COST. INCLUDE AVAILABLE SUPPORT FOR DETERMINATION OF FUNDS NEEDED AND ANY OTHER SUPPORTING DOCUMENTATION AVAILABLE. NONE AWARDS ARE CONFINED TO THOSE INSTITUTIONS, PERSONS, AND PURPOSES LOCATED IN, OPERATING IN, OR BENEFITING THE PEOPLE OF THE CITY OF MORGAN CITY, LOUISIANA. BEARS 708 FRONT STREET MORGAN CITY LA 70380 PC INTERNET, VOIP PHONE 1170 CENTRAL CATHOLIC ELEMENTARY SCHOOL 2100 CEDAR STREET UNIT 2 MORGAN CITY LA 70380 PC SCHOLARSHIPS, A/R 12400 CENTRAL CATHOLIC HIGH SCHOOL 2100 CEDAR STREET UNIT 1 MORGAN CITY LA 70380 PC SCHOLARSHIPS, PROMETHEAN BOARD 22500 CHILDREN'S THEATER 728 MYRTLE STREET MORGAN CITY LA 70380 PC SUMMER PRODUCTIONS 5000 CITY COURT OF MORGAN CITY 7261 HIGHWAY 182 MORGAN CITY LA 70380 GOV FAMILY ASSIST, OPERATIONS SUPPORT 32800 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV PETTING ZOO OPERATIONS 10000 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV LIBRARY OPERATIONS 30000 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV WALKING TOURS 4500 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV CITY BEAUTIFICATION 5000 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV FERAL CAT PROGRAM 3500 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV POLICE DEPT- EQUIPMENT 100000 CITY OF MORGAN CITY 512 1ST STREET MORGAN CITY LA 70380 GOV FIRE DEPT - EQUIPMENT 35691 COMMUNITY CONCERT ASSOCIATION PO BOX 1515 MORGAN CITY LA 70381 PC CULTURAL EVENTS - CONCERTS 50000 CORNERSTONE MINISTRIES 308 EVERETT STREET MORGAN CITY LA 70380 PC ROOF REPLACEMENT 58420 FLETCHER TECHNICAL COMMUNITY COLLEG 1407 LA-311 SCHRIEVER LA 70395 PC SCHOLARSHIP 2376 GLORY MINISTRIES 1316 VICTOR II BLVD MORGAN CITY LA 70380 PC STUDENT, FAMILY, AND VET SERVICES 79273 HOLY CROSS CATHOLIC CHURCH 2100 CEDAR STREET UNIT 3 MORGAN CITY LA 70380 PC SURVEILLANCE EQUIP 1500 IMMANUEL CHRISTIAN SCHOOL 901 FIG STREET MORGAN CITY LA 70380 PC NEW BUILDING 294001 J S AUCOIN ELEMENTARY 739 JULIA STREET MORGAN CITY LA 70380 GOV STUDENT NEEDS 4550 JULIA MAITLAND ELEMENTARY SCHOOL 1907 FEDERAL AVENUE MORGAN CITY LA 70380 GOV STUDENT, TEACHER, AND SCHOOL NEEDS 12000 JUNETEENTH BIKE RIDE CELEBRATION PO BOX 1715 MORGAN CITY LA 70381 PC REFRESHMENTS FOR PARTICIPANTS 1000 KENYA JOHNSON 409 LAWRENCE STREET MORGAN CITY LA 70380 NONE I SCHOLARSHIP 500 ME NORMAN ELEMENTARY SCHOOL 900 SPRUCE STREET MORGAN CITY LA 70380 GOV STUDENT NEEDS 20000 MORGAN CITY HIGH SCHOOL 2400 TIGER DR MORGAN CITY LA 70380 GOV SCHOLARSHIPS 34500 MORGAN CITY HIGH SCHOOL 2400 TIGER DR MORGAN CITY LA 70380 GOV STUDENT NEEDS 19500 MORGAN CITY JUNIOR HIGH SCHOOL 911 MARGUERITE ST MORGAN CITY LA 70380 GOV STUDENT AND TEACHER NEEDS 5700 MORGAN CITY YOUTH CENTER 3205 YOUNGS RD MORGAN CITY LA 70380 GOV PROGRAM OPERATIONS, NEEDS 230727 ROOTS & RIBBONS FOUNDATION 36 CHENNAULT ST MORGAN CITY LA 70380 PC ASSIST FOR MC BREAST CANCER PATIENTS 10000 SACRED HEART CATHOLIC CHURCH 415 UNION STREET MORGAN CITY LA 70380 PC RICA PROJECT 5000 SLCC FOUNDATION 1101 BERTRAND DRIVE LAFAYETTE LA 70506 PC SCHOLARSHIPS, COURSES, NEEDS 215000 ST MARY AARP 4014 CHENNAULT ST MORGAN CITY LA 70380 PC COOLER 2749 ST MARY COUNCIL ON AGING INC 600 MAIN ST ROOMS 111-114 FRANKLIN LA 70538 PC MEALS ON WHEELS 102500 ST MARY EXCEL 506 1ST ST MORGAN CITY LA 70380 PC ADMIN ASST/GRANT WRITER 24000 ST MARY OUTREACH 608 1ST ST 102 MORGAN CITY LA 70380 PC AID TO RESIDENTS, OPERATING EXPENSES 353000 TRI-CITY HELPING HEARTS FOUNDATION PO BOX 1508 MORGAN CITY LA 70381 PC BURIAL NEEDS FOR M.C. RESIDENTS 10000 TRI-CITY PENTECOSTALS 811 RODERICK ST MORGAN CITY LA 70380 PC ROOF REPLACEMENT 60000 TRINITY EPISCOPAL CHURCH 302 GREENWOOD STREET MORGAN CITY LA 70380 PC ROOF REPAIR, OTHER NEEDS 53012 VFW POST 4222 1504 SANDRA ST MORGAN CITY LA 70380 PC A/C 8100 WYANDOTTE ELEMENTARY SCHOOL 2 GLENWOOD ST MORGAN CITY LA 70380 GOV EQUIPMENT, STUDENT NEEDS 23000 INDIGENT INDIVIDUALS INDIGENT INDIVIDUALS MORGAN CITY LA 70380 NONE I HOUSING ASSISTANCE 2600 INDIGENT INDIVIDUALS INDIGENT INDIVIDUALS MORGAN CITY LA 70380 NONE I MEDICAL ASSISTANCE 975 INDIGENT INDIVIDUALS INDIGENT INDIVIDUALS MORGAN CITY LA 70380 NONE I GIFTS 650 MORGAN CITY YOUTH CENTER 3205 YOUNGS RD MORGAN CITY LA 70380 GOV CONVERSION OF BUILDING TO CHARITABLE 344345 SOMALIA JOHNSON 409 LAWRENCE STREET MORGAN CITY LA 70380 I SCHOLARSHIP 900 2292439 14 9454 14 886717 16 1764346 18 906272 LARSON CAPITAL DEBT FUND I 531190 35891 SWIF FUND 16 APEXONE MULTIFAMILY FUND 16 -6468 APEXONE MULTIFAMILY FUND 531190 -16900 STONEPEAK INFRASTRUCTURE FU 16 SWIF FUND 531190 LOTUS DOMAINE FUND 523940 APEXONE MULTIFAMILY SPECIAL 16 -28504 APEXONE MULTIFAMILY SPECIAL 531190 5543 RSCM FUND IV 16 -5389 OTHER INCOME 1 ARROWHEAD 59 16 -11527 CREATIVE VENTURES 16 16061 24534 3530962 3555496 false false false false false false false false false false DARNALL, SIKES & FREDERICK 44500 44500 LAND - SECOND STREET 2013-07-01 29000 BUILDING - SECOND STREET 2013-07-01 170768 44826 S/L 40.0000 4270 3202 LAND IMPROV - SECOND ST 2013-07-01 9323 6326 S/L 15.0000 621 466 8X8 METAL STORAGE BUILDIN 2014-04-01 2050 1316 S/L 15.0000 136 102 PHONE & INTERNET LINES 2013-07-01 367 367 S/L 5.0000 REFRIGERATOR 2013-07-01 1020 1020 S/L 5.0000 STOVE 2013-07-01 545 545 S/L 5.0000 ADD ELECTRIC WIRING 2013-07-01 227 227 S/L 5.0000 LEXMARK LASER PRINTER 2013-06-26 917 917 S/L 5.0000 ALARM SYSTEM 2013-07-01 3268 3268 S/L 5.0000 PHONE FAX INTERNET LINES 2013-07-01 565 565 S/L 5.0000 RECEPTION DESK CHAIR 2013-07-01 162 162 S/L 7.0000 END TABLES 2013-07-01 173 173 S/L 7.0000 VALANCE & AWARD PEDESTAL 2013-07-01 914 914 S/L 7.0000 PICTURE FRAMES 2013-07-01 1410 1410 S/L 7.0000 PORCH FURNITURE 2013-07-01 490 490 S/L 7.0000 PICTURES 2013-07-01 1142 1142 S/L 5.0000 DECORATING CONSULTING 2013-07-01 1468 1468 S/L 7.0000 DRAPERIES AND BLINDS 2013-07-01 6409 6409 S/L 7.0000 CHINA 2013-10-30 2200 2200 S/L 7.0000 LAMP & INCIDENTALS 2013-10-30 912 912 S/L 7.0000 BUILDING - GUTTERS 2013-07-01 1394 366 S/L 40.0000 35 26 BUILDING - SHUTTERS 2013-07-01 14085 3697 S/L 40.0000 352 264 FURNITURE DEPOSIT 2013-07-01 4500 4500 S/L 7.0000 WALL UNIT FOR DISPLAY 2014-04-01 2155 2155 S/L 7.0000 COPIER 2017-12-12 2668 2668 S/L 5.0000 FURNITURE & RUGS 2013-07-01 8505 8505 S/L 7.0000 AC 2020-09-18 2990 1944 S/L 5.0000 598 449 HEATER 2020-11-20 3285 2026 S/L 5.0000 657 493 IMPROVEMENTS - FRONT & BACK PORCH RAILS 2023-04-07 4350 79 S/L 39.0000 112 84 TOR ZERO TURN MOWER 2023-07-10 8775 877 S/L 5.0000 1755 1316 AC 2024-10-01 13800 S/L 39.0000 74 55 IMPROVEMENTS - MCYC 2022-12-22 49580 49580 S/L 15.0000 BUILDINGS & IMPROVEMENTS - MCYC 2005-01-01 14871 14871 S/L 10.0000 LAND - NON 2ND STREET - MCYC 2014-01-01 15494 ROOF - MCYC 2022-01-06 88009 4419 S/L 39.0000 2257 LEXMARK LASER PRINTER 2013-06 PURCHASE 2024-12 917 917 AT&T 90511 90511 EXELON 32935 32935 VERIZON 41310 41310 ALLSTATE CORP 89262 89262 CONSTELLATION 65100 65100 READY CAPITAL 235918 235918 WARNER BROTHERS DISCOVERY 10158 10158 ANDRA 1868683 1868683 APEXONE MULTIFAMILY FUND 341687 341687 APEXONE MULTIFAMILY FUND SPECIAL 156190 156190 ARROWHEAD 59 299192 299192 BASELINE CRE INCOME FUND 750000 750000 BRIDGE DEBT II INTERNATIONAL FUNDS 89913 89913 CREATIVE VENTURES 511498 511498 LARSON FUND 450942 450942 LOTUS DOMAINE FUND 312548 312548 MONROE CAPITAL 441359 441359 RSCM FUND IV 334899 334899 SQUADRA 161750 161750 STONEPEAK INFRASTRUCTURE FUND 391106 391106 STONEPEAK ASPEN REIT AGGREGATOR 45149 45149 SWIF FUND 71560 71560 VESTED FUND III LP 1430963 1430963 ACCENTURE PLC 229015 229015 ALPHABET INC 361563 361563 BERKSHIRE HATHAWAY 265622 265622 BROOKFIELD CORP 337232 337232 C H ROBINSON WORLDWD CAL MAINE FOODS INC 325845 325845 CARMAX INC 249613 249613 CUMMINS INC 251689 251689 DISCOVER FINL S 302286 302286 EMERSON ELECTRIC CO 246621 246621 LAM RESEARCH CORP 244499 244499 MERCK & CO. INC. 222537 222537 PEPSICO INC 210907 210907 PHILLIPS 66 213619 213619 T ROWE PRICE GROUP 168504 168504 TEXAS INSTRUMENTS 190698 190698 UNITEDHEALTH GRP INC 222578 222578 VONTIER CORP 320900 320900 WELLS FARGO BK N A 230457 230457 AMERICAN TOWER CORP 225961 225961 AMPLIFY CWP ENHANCED DIV 809570 809570 CONVERSUS STEPSTONE PRIV 1067518 1067518 FIRST EAGLE CR OPPORTUNITIES 1084158 1084158 FIRST EAGLE SMALL CAP OP 1216246 1216246 INVENOMIC INSTITUTIONAL 1529940 1529940 INVESCO S&P MIDCAP 400A 166870 166870 JPMORGAN EQUITY PREMIUM 1309527 1309527 JPMORGAN NASDAQ 1973265 1973265 POMONA INVESTMENT FUND C 414043 414043 SPDR S&P 500 ETF IV 284249 284249 STEPSTONE PRIVATE VENTUR 673607 673607 TRANSAMERICA HIGH YIELD 944249 944249 VANGUARD MEGA CAP GROWTH 1296373 1296373 SCHWAB GOVERNMENT MONEY 522062 522062 VANGUARD SHORT TERM CORP BOND ETF 132 132 BUILDINGS 674773 674773 3895413 IMPROVEMENTS 400428 282533 117895 225750 LAND 2023685 2023685 11976837 FURNITURE AND FIXTURES 30440 30440 2200 MACHINERY AND EQUIPMENT 23710 16516 7194 7193 BUILDINGS 219268 68681 150587 185000 IMPROVEMENTS 148962 8400 140562 598 LAND 44494 44494 35000 PREMIUM RECEIVABLE- SUPPLEMENTAL INS 299 299 299 CONSTRUCTION IN PROGRESS 177727 177727 LAND - MORGAN CITY, LA INVESTMENT DEPRECIATION 25800 25800 EXPENSES INSURANCE 30511 22883 7628 REPAIRS AND MAINTENANCE 141081 105811 35270 INVESTMENT FEES 161708 161708 RENTAL EXPENSES 334 334 OFFICE EXPENSES 21733 16300 5433 PENALTIES 3128 OTHER INVESTMENT EXPENSES 117613 117613 UTILITIES 2956 2956 LARSON CAPITAL DEBT FUND I 35891 APEXONE MULTIFAMILY FUND -6468 -6468 APEXONE MULTIFAMILY FUND -16900 APEXONE MULTIFAMILY SPECIAL -28504 -28504 APEXONE MULTIFAMILY SPECIAL 5543 RSCM FUND IV -5389 -5389 ARROWHEAD 59 -11527 -11527 CREATIVE VENTURES 16061 16061 RECOVERIES OF PY QUALIFYING DISTRIBUTIONS 5250 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 1452917 CONVERTED PROPERTY 344345 NOTE RECEIVABLE - S JOHNSON NOTE RECEIVABLE - A LANCLOS 3500 RED STICK POWER 950 950 PAYROLL TAX EXPENSE 6644 4983 1661 FEDERAL EXCISE TAX 39653 FOREIGN TAXES PAID 490 490 UNRELATED BUSINESS INCOME TAX 5326 STATE TAX 881