2024-11-07T15:48:40-06:00 2024-06-30 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2023-07-01 270896786 ACADEMY OF THE SACRED HEART OF NEW ORLEANS FOUNDATION INC ACAD 5048911943 4521 ST CHARLES AVENUE NEW ORLEANS LA 701154831 MARGUERITE K KINGSMILL PRESIDENT 5048911943 2024-11-07 1 0 PAUL PECHON P01073556 5048314949 2023 2024-10-15 13:58:12Z MARGUERITE K KINGSMILL 4521 ST CHARLES AVENUE NEW ORLEANS LA 701154831 10184468 0 X WWW.ASHROSARY.ORG X 2009 LA TO ASSIST IN THE BENEVOLENT AND CHARITABLE SUPPORT OF ACADEMY OF THE SACRED HEART OF NEW ORLEANS, INC. 9 9 0 0 0 0 0 0 0 0 897352 264584 0 1771 897352 266355 0 2450000 0 0 0 0 0 0 0 52812 44992 52812 2494992 844540 -2228637 8614508 6823941 0 0 8614508 6823941 TO ASSIST IN THE BENEVOLENT AND CHARITABLE SUPPORT OF THE ACADEMY OF THE SACRED HEART OF NEW ORLEANS, INC. 0 0 2450000 2450000 TO ASSIST THE ACADEMY OF THE SACRED HEART OF NEW ORLEANS, INC. WITH FINANCIAL AID, INCLUDING BOND PAYMENTS, AND OTHER OPERATIONS OF THE SCHOOL. 2450000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X CONNIE L SHANNON 5048911943 4521 ST CHARLES AVENUE NEW ORLEANS LA 70115 X MARGUERITE K KINGSMILL PRESIDENT 1.00 X X 0 0 0 CATHERINE HOWARD TREASURER 1.00 X 0 0 0 GERALD SLATTERY SECRETARY 1.00 X 0 0 0 EVANS M MCLEOD DIRECTOR 1.00 X 0 0 0 SR MAUREEN LITTLE RSCJ DIRECTOR 1.00 X 0 0 0 ELIZABETH LABORDE DIRECTOR 1.00 X 0 0 0 NEAL KLING DIRECTOR 1.00 X 0 0 0 BYRON ADAMS DIRECTOR 1.00 X 0 0 0 MICHELINE DUTIL DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 242469 242469 9940228 9918113 22115 22115 22115 CLASS ACTION SETTLEMENT 900099 1771 1771 1771 266355 1771 0 264584 2450000 2450000 6500 6500 38482 38482 10 10 2494992 2450000 44992 0 158471 133459 8456037 6690482 8614508 6823941 0 0 X 8614508 6823941 8614508 6823941 8614508 6823941 -2228637 438070 0 X X 0 1 X 1 0 X X 1 ACADEMY OF THE SACRED HEART OF NEW ORLEANS INC 720513176 2 1 2450000 0 1 2450000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 EQUITY SECURITIES 4297790 F MUTUAL FUNDS 412152 F U.S. GOVERNMENT NOTES AND BONDS 479438 F CORPORATE BONDS 1399932 F PREFERRED/FIXED RATE SECURITIES 101170 F 6690482 X 665943 438070 438070 227873 38482 38482 266355 2456510 0 2456510 38482 38482 2494992 PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. TAX YEARS ENDED JUNE 30, 2021 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. AS OF JUNE 30, 2024, MANAGEMENT OF THE FOUNDATION BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED GAIN ON INVESTMENTS 438,070. 1 ACADEMY OF THE SACRED HEART OF NEW ORLEANS INC 4521 ST CHARLES AVENUE NEW ORLEANS LA 70115 720513176 501(C)(3) 2450000 0 TO ASSIST PAY OF BOND 1 PART 1, LINE 2: ORGANIZATION PROVIDES DOCUMENTATION TO FOUNDATION THAT SUBSTANTIATES THE USE OF THE AWARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE RETURN IS SENT TO BOARD MEMBERS FOR REVIEW BEFORE FILING BY THE INDEPENDENT ACCOUNTANTS. FORM 990, PART VI, SECTION B, LINE 12 BOARD MEETS ON A REGULAR BASIS TO DISCUSS POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE AUDIT PROCESS, THE OVERSIGHT PROCESS, OR THE AUDITOR SELECTIONS PROCESS. ACADEMY OF THE SACRED HEART OF NEW ORLEANS INC 4521 ST CHARLES AVENUE NEW ORLEANS LA 70115 720513176 SCHOOL LA 501(C)(3) LINE 2 NONE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ACADEMY OF THE SACRED HEART OF NEW ORLEANS INC B 2450000 FMV