Nonprofit · EIN 72-1251751
SPIRIT OF CHARITY FOUNDATION
Tax-exempt · NEW ORLEANS, LA 70112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $635,480 | $504,356 | $131,124 | $1,715,054 | $93,515 | $1,621,539 |
| June 30, 2024 | 990 | $287,923 | $274,614 | $13,309 | $1,592,098 | $153,223 | $1,438,875 |
| June 30, 2023 | 990 | $635,007 | $509,814 | $125,193 | $1,627,616 | $266,409 | $1,361,207 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $562,139
- Program service revenue
- $0
- Investment income
- $55,899
- Net gain from sales of assets
- -$10,698
- Net income from fundraising events
- $16,632
- Other revenue
- $17,442
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $148,734
- Salaries, compensation and benefits (total)
- $151,074
- Professional fundraising fees
- $0
- Accounting fees
- $6,700
- Travel
- $85,357
- Program services (functional)
- $316,819
- Management and general (functional)
- $62,911
- Fundraising (functional)
- $124,626
Balance sheet and other
- Total assets, start of year
- $1,592,098
- Total assets, end of year
- $1,715,054
- Total liabilities, end of year
- $93,515
- Net assets, end of year
- $1,621,539
- Net assets without donor restrictions
- $752,615
- Net assets with donor restrictions
- $868,924
- Gross receipts
- $1,005,412
- Employees
- 1
- Volunteers
- 0
- Year formed
- 1993
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALDINE MENARD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| CHARLOTTE PARENT | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ALISON SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| NEAL KLING | BOARD MEMBER Trustee or director | 0.2 | $0 |
| HAROLD WEIS | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JESSICA WAGUESPACK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| EUGENE SAUSSE JR | BOARD MEMBER Trustee or director | 0.1 | $0 |
| RAOUL RODRIGUEZ MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| DONNA RICHARDSON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| DR SALLY KNIGHT | BOARD MEMBER Trustee or director | 0.4 | $0 |
| MYRA KLEINPETER MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| EDWARD HELM MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| L LEE HAMM MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| SARAH CASKEY SMITH | BOARD MEMBER Trustee or director | 0.4 | $0 |
| RACHEL NICKEL | BOARD MEMBER Trustee or director | 0.2 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUZAR ALI MD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| BENNETT DEBOISBLANC MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| RICHARD DICARLO MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| JOSEPH BIUNDO JR MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| PETER DEBLIEUX MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| BRADLEY SPIELER | EXECUTIVE DIRECTOR Trustee or director, Officer | 3 | $0 |
| FRANK INCAPRERA MD | EX-OFFICIO Trustee or director | 0.05 | $0 |
| STEVE NELSON MD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| WARREN BELL JR | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DAMON DIETRICH MD | SECRETARY/TREASURER Trustee or director, Officer | 0.4 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK INCAPRERA MD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| DAMON DIETRICH MD | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 |
| RICHARD DICARLO MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| STEVE NELSON MD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| BENNETT DEBOISBLANC MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| JUZAR ALI MD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RACHEL NICKEL | BOARD MEMBER Trustee or director | 0.2 | $0 |
| PAUL FRIEDLANDER MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| SARAH CASKEY SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| L LEE HAMM MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| EDWARD HELM MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| MYRA KLEINPETER MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| NEAL KLING | BOARD MEMBER Trustee or director | 0.3 | $0 |
| DR SALLY KNIGHT | BOARD MEMBER Trustee or director | 0.4 | $0 |
| DONNA RICHARDSON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| RAOUL RODRIGUEZ MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| EUGENE SAUSSE JR | BOARD MEMBER Trustee or director | 0.1 | $0 |
| JESSICA WAGUESPACK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| HAROLD WEIS | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JOSEPH BIUNDO JR MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| WARREN BELL JR | PRESIDENT Trustee or director, Officer | 1 | $0 |
| PETER DEBLIEUX MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| CHARLOTTE PARENT | BOARD MEMBER Trustee or director | 0.2 | $0 |
| GERALDINE MENARD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ALISON SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| BRADLEY SPIELER | EXECUTIVE DIRECTOR Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2023: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK INCAPRERA MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| DAMON DIETRICH MD | SECRETARY/TREASURER Trustee or director, Officer | 0.1 | $0 |
| RICHARD DICARLO MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| STEVE NELSON MD | EX-OFFICIO Trustee or director | 0.3 | $0 |
| BENNETT DEBOISBLANC MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| JUZAR ALI MD | BOARD MEMBER Trustee or director | 0.5 | $0 |
| RACHEL NICKEL | BOARD MEMBER Trustee or director | 0.2 | $0 |
| PAUL FRIEDLANDER MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| SARAH CASKEY SMITH | BOARD MEMBER Trustee or director | 0.2 | $0 |
| L LEE HAMM MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| EDWARD HELM MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JACK ANDONIE MD | BOARD MEMBER Trustee or director | 0.3 | $0 |
| MYRA KLEINPETER MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| NEAL KLING | BOARD MEMBER Trustee or director | 0.3 | $0 |
| DR SALLY KNIGHT | BOARD MEMBER Trustee or director | 0.4 | $0 |
| DONNA RICHARDSON | BOARD MEMBER Trustee or director | 0.1 | $0 |
| RAOUL RODRIGUEZ MD | BOARD MEMBER Trustee or director | 0.2 | $0 |
| EUGENE SAUSSE JR | BOARD MEMBER Trustee or director | 0.1 | $0 |
| MALCOLM SCHWARZENBACH III | BOARD MEMBER Trustee or director | 0.3 | $0 |
| JESSICA WAGUESPACK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| HAROLD WEIS | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JOSEPH BIUNDO JR MD | BOARD MEMBER Trustee or director | 0.1 | $0 |
| WARREN BELL JR | BOARD MEMBER Trustee or director | 0.2 | $0 |
| PETER DEBLIEUX MD | EXECUTIVE DIRECTOR Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 CANAL ST, NEW ORLEANS, LA 70112-3018
- Principal officer (990 for 2024)
- WARREN BELL JR, 2000 CANAL STREET, NEW ORLEANS, LA 70112
- Signed the 990
- WARREN BELL JR, PRESIDENT
- Phone
- (504) 702-4409
- Return prepared by
- ERICKSEN KRENTEL LLP
Mission
IT IS THE MISSION OF THE SPIRIT OF CHARITY FOUNDATION TO SUPPORT AND FACILITATE PATIENT-CENTERED CARE, ACTIVELY PROMOTE HEALTH AND WELLNESS AND TO ADVANCE MEDICAL RESEARCH AND EDUCATION THROUGH FUNDRAISING EFFORTS FOR THE BENEFIT OF UMCNO, ITS PATIENTS AND FRIENDS.
Program accomplishments
- TO PROVIDE SUPPORT TO THE UNIVERSITY MEDICAL CENTER NEW ORLEANS (UMCNO) BY SUPPORTING STAFF EDUCATION AND PROVIDING MEDICATIONS, TRANSPORTATION, DURABLE MEDICAL EQUIPMENT AND NUTRITIONAL SUPPLEMENTS TO PATIENTS.Expenses $287,544
- TO PROVIDE TRAINING TO MEMBERS OF THE MEDICAL COMMUNITY.Expenses $29,275 · revenue $810
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 72-1251751
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $1,715,054
- Income (IRS master file)
- $1,005,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $635,480 | $504,356 | $1,715,054 | XML |
| 990 | June 2024 | $287,923 | $274,614 | $1,592,098 | IRS |
| 990 | June 2023 | $635,007 | $509,814 | $1,627,616 | XML |
| 990 | June 2022 | $385,407 | $565,916 | $1,371,477 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 72-1251751).
Questions about SPIRIT OF CHARITY FOUNDATION
- What is the EIN of SPIRIT OF CHARITY FOUNDATION?
- The employer identification number (EIN) of SPIRIT OF CHARITY FOUNDATION is 72-1251751.
- Is SPIRIT OF CHARITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SPIRIT OF CHARITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPIRIT OF CHARITY FOUNDATION 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 SPIRIT OF CHARITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SPIRIT OF CHARITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SPIRIT OF CHARITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names WARREN BELL JR.
- Who are the officers and directors of SPIRIT OF CHARITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does SPIRIT OF CHARITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $635,480, expenses of $504,356 and total assets of $1,715,054 at year end.
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