Nonprofit · EIN 72-6049781
AZBY FUND
Tax-exempt · NEW ORLEANS, LA 70130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,291,316 | $1,980,832 | $310,484 | $26,146,091 | $16,850 | $26,129,241 |
| December 31, 2024 | 990-PF | $2,199,279 | $1,937,383 | $261,896 | $25,835,607 | $16,850 | $25,818,757 |
| December 31, 2023 | 990-PF | $1,525,363 | $1,640,179 | -$114,816 | $25,573,711 | $16,850 | $25,556,861 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $545,844
- Interest
- $647
- Net rental income
- $65,647
- Net gain from sales of assets
- $1,297,118
- Other income
- $253,496
Expenses
- Grants and similar amounts paid
- $1,136,500
- Compensation of officers, directors and key employees
- $291,927
- Disbursements for charitable purposes
- $1,304,071
- Excise tax on investment income
- $22,458
Balance sheet and other
- Total assets, start of year
- $25,835,607
- Total assets, end of year
- $26,146,091
- Total liabilities, end of year
- $16,850
- Net assets, end of year
- $26,129,241
- Fair market value of assets
- $29,626,558
- Qualifying distributions
- $1,304,071
- Net investment income
- $2,291,316
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK W FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR | 35 | $191,909 | $26,676 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 35 | $100,018 | $22,200 |
| ANN FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | PRESIDENT | 1 | $0 | $0 |
| AIMEE' F SIEGEL 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | DIRECTOR | 0.5 | $0 | $0 |
| JAMES R MORTON 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 0.5 | $0 | $0 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR RETIRED | 0.5 | $0 | $0 |
| SAMUEL S FARNET JR 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | VICE PRESIDENT | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK W FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR | 35 | $179,081 | $30,137 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 35 | $97,779 | $20,286 |
| ANN FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | PRESIDENT | 1 | $0 | $0 |
| AIMEE' F SIEGEL 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | DIRECTOR | 0.5 | $0 | $0 |
| JAMES R MORTON 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 0.5 | $0 | $0 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR RETIRED | 0.5 | $0 | $0 |
| SAMUEL S FARNET JR 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | VICE PRESIDENT | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICK W FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR | 35 | $171,356 | $26,446 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 35 | $95,605 | $17,904 |
| ANN FITZMORRIS 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | PRESIDENT | 1 | $0 | $0 |
| AIMEE' F SIEGEL 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | DIRECTOR | 0.5 | $0 | $0 |
| JAMES R MORTON 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | SECRETARY TREASURER | 0.5 | $0 | $0 |
| MICHAEL S LIEBAERT 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | EXECUTIVE DIRECTOR RETIRED | 0.5 | $0 | $0 |
| SAMUEL S FARNET JR 650 POYDRAS STREET SUITE 2521, NEW ORLEANS, LA 70130 | VICE PRESIDENT | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 650 POYDRAS STREET, NEW ORLEANS, LA 70130-6101
- Signed the 990-PF
- PATRICK W FITZMORRIS, MANAGING DIRECTOR
- Phone
- (504) 581-2549
- Return prepared by
- ROBERT M MIDKIFF CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 72-6049781
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1970
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $26,146,091
- Income (IRS master file)
- $8,794,289
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,291,316 | $1,980,832 | $26,146,091 | XML |
| 990-PF | December 2024 | $2,199,279 | $1,937,383 | $25,835,607 | XML |
| 990-PF | December 2023 | $1,525,363 | $1,640,179 | $25,573,711 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 72-6049781).
Questions about AZBY FUND
- What is the EIN of AZBY FUND?
- The employer identification number (EIN) of AZBY FUND is 72-6049781.
- Is AZBY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to AZBY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AZBY FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AZBY FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AZBY FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of AZBY FUND?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 2 received compensation from the organization, the highest $191,909 (PATRICK W FITZMORRIS, EXECUTIVE DIRECTOR).
- How much revenue does AZBY FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,291,316, expenses of $1,980,832 and total assets of $26,146,091 at year end.
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