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Nonprofit · EIN 27-0149835

CHOICE FOUNDATION ENDOWMENT FUND

Tax-exempt · NEW ORLEANS, LA 70130

Financials

−$4K$4K2023−$3K$231K2024
Revenue Expenses · by fiscal year end
Financials of CHOICE FOUNDATION ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF-$3,020$231,150-$234,170$10,280$0$10,280
June 30, 2024990-PF-$3,905$3,893-$7,798$241,558$0$241,558
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$5,094
Net gain from sales of assets
-$8,123
Other income
$9

Expenses

Grants and similar amounts paid
$228,612
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$228,612
Excise tax on investment income
$36

Balance sheet and other

Total assets, start of year
$241,558
Total assets, end of year
$10,280
Total liabilities, end of year
$0
Net assets, end of year
$10,280
Fair market value of assets
$10,280
Qualifying distributions
$228,612
Net investment income
$5,094

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES SWANSON THROUGH 3RD QTR
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
PRESIDENT1$0
ALLYSON MILLS THROUGH 3RD QTR
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
VICE PRESIDENT1$0
CHARLES M LANIER JR THROUGH 3RD QT
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
SECRETARY1$0
HANS JONASSEN THROUGH 3RD QTR
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
TREASURER1$0
JAMES HUGER
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
PRESIDENT1$0
BEN MONTGOMERY
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
SECRETARY1$0
RYAN CRESPINO
601 POYDRAS ST SUITE 1500, NEW ORLEANS, LA 70130
TREASURER1$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
JAMES SWANSON
6048 PERRIER STREET - UNIT 2-D, NEW ORLEANS, LA 70118
PRESIDENT1$0
ALLYSON MILLS
6048 PERRIER STREET - UNIT 2-D, NEW ORLEANS, LA 70118
VICE PRESIDENT1$0
CHARLES M LANIER JR
6048 PERRIER STREET - UNIT 2-D, NEW ORLEANS, LA 70118
SECRETARY1$0
HANS JONASSEN
6048 PERRIER STREET - UNIT 2-D, NEW ORLEANS, LA 70118
TREASURER1$0

Address and contacts

Address (IRS master file)
601 POYDRAS ST STE 1500, NEW ORLEANS, LA 70130-6061
In care of
% HANS JONASSEN
Signed the 990-PF
HANS JONASSEN, TREASURER
Phone
(504) 376-5070
Return prepared by
LAPORTE APAC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
27-0149835
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
2010
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B122)
Assets (IRS master file)
$10,280
Income (IRS master file)
$309,244

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025-$3,020$231,150$10,280IRS
990-PFJune 2024-$3,905$3,893$241,558XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 27-0149835).

Questions about CHOICE FOUNDATION ENDOWMENT FUND

What is the EIN of CHOICE FOUNDATION ENDOWMENT FUND?
The employer identification number (EIN) of CHOICE FOUNDATION ENDOWMENT FUND is 27-0149835.
Is CHOICE FOUNDATION ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to CHOICE FOUNDATION ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHOICE FOUNDATION ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of CHOICE FOUNDATION ENDOWMENT FUND 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 CHOICE FOUNDATION ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of CHOICE FOUNDATION ENDOWMENT FUND?
The 990-PF for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does CHOICE FOUNDATION ENDOWMENT FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of -$3,020, expenses of $231,150 and total assets of $10,280 at year end.

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