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Nonprofit · EIN 20-6070361

SAMUEL Z STONE CIPR SUPPORT TRUST

Also known as JONES YVETTE M TTEE

Tax-exempt · NEW ORLEANS, LA 70118

Financials

$2.4M$897K2023$3.7M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of SAMUEL Z STONE CIPR SUPPORT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,653,025$1,058,061$2,594,964$20,894,206$0$20,894,206
December 31, 2023990$2,354,437$896,615$1,457,822$18,299,242$0$18,299,242
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,500,000
Program service revenue
$0
Investment income
$2,153,025
Net gain from sales of assets
$1,430,119
Other revenue
$0

Expenses

Grants and similar amounts paid
$914,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$914,000
Management and general (functional)
$144,061

Balance sheet and other

Total assets, start of year
$18,299,242
Total assets, end of year
$20,894,206
Total liabilities, end of year
$0
Net assets, end of year
$20,894,206
Publicly traded securities
$12,808,010
Gross receipts
$5,368,087
Employees
0
Volunteers
0
Year formed
2003
State of legal domicile
LA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Patrick NortonTrustee
Trustee or director
0$0$1,032,000$65,000
Robin FormanTrustee
Trustee or director, Officer
0$0$947,000$57,000
Thomas F ReeseTrustee
Trustee or director
0$0$252,000$40,000
Ludovico FeoliTrustee
Trustee or director
0$0$232,000$42,000
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Patrick NortonTrustee
Trustee or director
0$0$968,000$64,000
Robin FormanTrustee
Trustee or director, Officer
0$0$883,000$59,000
Thomas F ReeseTrustee
Trustee or director
0$0$244,000$38,000
Ludovico FeoliTrustee
Trustee or director
0$0$224,000$39,000

Address and contacts

Address (IRS master file)
C/O TULANE UNIV 6823 ST CHARLES AVE, NEW ORLEANS, LA 70118-0000
In care of
% TULANE UNIVERSITY
Principal officer (990 for 2024)
ROBIN FORMAN, 6823 St Charles Avenue, NEW ORLEANS, LA 70118
Signed the 990
ROBIN FORMAN, EXECUTIVE DIRECTOR
Phone
(504) 865-5259

Mission

TO SUPPORT TULANE'S PROGRAMS AND RESEARCH CONDUCTED BY CENTER FOR INTER-AMERICAN POLICY AND RESEARCH (CIPR)

990 for the year ended December 31, 2024

Program accomplishments

  • GRANT RESEARCH TO TULANE'S CENTER FOR INTER-AMERICAN POLICY AND RESEARCH
    Expenses $914,000 · grants $914,000

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-6070361
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$20,894,206
Income (IRS master file)
$5,368,087

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,653,025$1,058,061$20,894,206IRS
990December 2023$2,354,437$896,615$18,299,242XML
990December 2022$2,394,232$573,186$16,841,420IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6070361).

Questions about SAMUEL Z STONE CIPR SUPPORT TRUST

What is the EIN of SAMUEL Z STONE CIPR SUPPORT TRUST?
The employer identification number (EIN) of SAMUEL Z STONE CIPR SUPPORT TRUST is 20-6070361.
Is SAMUEL Z STONE CIPR SUPPORT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SAMUEL Z STONE CIPR SUPPORT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does SAMUEL Z STONE CIPR SUPPORT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SAMUEL Z STONE CIPR SUPPORT TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAMUEL Z STONE CIPR SUPPORT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SAMUEL Z STONE CIPR SUPPORT TRUST?
The 990 for the year ended December 31, 2024 names ROBIN FORMAN.
Who are the officers and directors of SAMUEL Z STONE CIPR SUPPORT TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does SAMUEL Z STONE CIPR SUPPORT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,653,025, expenses of $1,058,061 and total assets of $20,894,206 at year end.

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