2024-05-14T15:16:05-05:00 2023-12-31 CapFinancial Partners LLC 601 POYDRAS ST STE 1855 NEW ORLEANS LA 70130 990PF 2023-01-01 237001629 MARY E PETERS & ROBERT W POLCHOW FOUNDATION % KATHERINE M GIBERT MARY 5047993170 601 POYDRAS STREET STE 1855 New Orleans LA 70130 Richard Polchow PRESIDENT 5047993170 2024-05-13 true Richard Polchow 000000000 true Tara M Fuselier P01272890 5047993170 2024-05-13 3 2023 2023-04-26 12:10:37Z X X 1692405 X 0 X 105 105 45745 45745 -15162 566564 0 31515 31515 62203 77365 0 3780 3780 71 71 3868 1965 74 74 7793 5890 0 75000 75000 82793 5890 75000 -20590 71475 3116 1139 1139 5807 137878 137878 1407318 1257104 1553388 1416241 1396121 1692405 0 0 1416241 1396121 1416241 1396121 1416241 1396121 1416241 -20590 470 1396121 1396121 MS #1059 SEE STATEMENT 2023-12-31 498311 520216 -26696 -21905 MS #1059 SEE STATEMENT 2023-12-31 67153 56719 10434 10434 CAPITAL GAIN DIVIDENDS P 1100 CAPITAL GAIN DIVIDENDS P 1100 -15162 994 994 994 960 0 960 X 34 false false false false false true true false true true LA true false false false false true KATHERINE M GIBERT 5047993170 601 POYDRAS ST STE 1855 NEW ORLEANS LA 70130 false false false false false false false false false false false false false false false false false false false false false RICHARD H POLCHOW 201 ST CHARLES AVE 3908 NEW ORLEANS LA 70170 PRESIDENT 0 0 0 0 ELIZABETH P LIVINGSTON 201 ST CHARLES AVE 3908 NEW ORLEANS LA 70170 VICE PRESIDENT 0 0 0 0 JACK V FOSTER JR 201 ST CHARLES AVE 3908 NEW ORLEANS LA 70170 SECRETARY/TREASURER 0 0 0 0 1558008 44897 30854 1633759 0 1633759 24506 1609253 80463 80463 994 994 79469 79469 79469 75000 0 0 0 0 75000 79469 0 2021 2020 2019 0 8577 7213 27465 11610 54865 75000 0 75000 0 4469 4469 50396 0 0 0 0 4108 46288 7213 27465 11610 X Bridge House 4150 Earhart Blvd New Orleans LA 70125 None PC General Fund 1500 Camplify PO Box 751 Hendersonville NC 28793 None PC General Fund 500 Christ Episcopal School 80 Christwood Blvd Covington LA 70433 NONE PC General Fund 1500 Covenant House 611 N Rampart Street New Orleans LA 70112 none PC General Fund 1000 Eden House PO Box 750386 New Orleans LA 70175 none PC General Fund 5000 Grace House 4150 Earhart Blvd New Orleans LA 70125 none PC General Fund 1500 Hospital Albert Schweitzer Haiti PO Box 110091 Pittsburgh PA 15232 none PC General Fund 5000 Jericho Road Episcopal Housing Initiative 2919 St Charles Avenue New Orleans LA 70115 none PC General Fund 2500 Kanuga Conference Center 130 Kanuga Chapel Drive Hendersonville NC 28739 none PC General Fund 2000 Kidsmart 2533 Columbus Street New Orleans LA 70119 none PC General Fund 5000 Kingsley House 1600 Constance Street New Orleans LA 70130 none PC General 1000 Louisiana Center for Children's Rights 1100-B Milton Street New Orleans LA 70122 none PC General Fund 3000 Metairie Park Country Day School 300 Park Rd Metairie LA 70005 none PC General Fund 3000 Metropolitan Crime Commission 1615 Poydras St 1060 New Orleans LA 70130 none PC General Fund 1500 Moldova World Children's Fund PO Box 548 Hendersonville NC 28793 none PC General Fund 1500 New Orleans Museum of Art PO Box 19123 New Orleans LA 70179 none PC General Fund 500 New Orleans Women's & Children's Shelter 2020 South Liberty Street New Orleans LA 70113 none PC General Fund 5000 New Orleans-Birmingham Psychoanalytic Foundation 3624 Coliseum Street New Orleans LA 70115 none PC General Fund 25000 Alton Ochsner Medical Foundation 1516 Jefferson Hwy New Orleans LA 70121 none PC General Fund 2500 St Tammany Hospital Foundation St Tammany Health System 1202 S Tyler Street Covington LA 70433 none PC General Fund 500 Tulane University Medical Center - Scholarship Office of Advancement PO Box 61075 New Orleans LA 70161 none PC General Fund 1000 WYES TV 916 Navarre Ave New Orleans LA 70124 none PC General Fund 1000 Conserving Carolina 847 Case Street Hendersonville NC 28792 NONE PC General Fund 3500 Tulane University Medical Center - Unrestricted Office of Advancement PO Box 61075 New Orleans LA 70161 none PC General Fund 500 75000 14 105 14 45745 18 -15162 MORGAN STANLEY 18 31515 62203 62203 false false false false false false false false false false ENBRIDGE INC 183717 180100 KINDER MORGAN INC 0 0 PEPSICO INC 0 0 PFIZER INC 166065 143950 VERIZON COMMUNICATIONS 0 0 APPLE INC. 0 0 JP MORGAN ALERIAN INDEX 325300 481840 MICROSOFT CORP 211986 338436 AVALONBAY COMM INC 61036 62718 CAMDEN PROPERTY TRUST 60887 56099 KIMCO REALTY CORP MD 60629 68725 TRUIST FINL CORP 187484 221520 OTHER EXPENSES 74 74 Morgan Stanley 31515 31515 PPA-CHANGE IN TAX BASIS 470 PROFESSIONAL FEES 3780 3780 FOREIGN TAXES PAID 1965 1965 FORM 990-T TAXES FORM 990 PF TAXES 1903