2023-09-26T08:03:18-05:00 2022-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2022-01-01 721479255 THE FERTEL FOUNDATION FERT 5045984663 919 ST CHARLES AVENUE NEW ORLEANS LA 70130 ANDREW KOPPLIN DIRECTOR 5045984663 2023-09-25 1 ANDREW KOPPLIN 999009999 0 JOHN S WILES CPA P01222673 5048355522 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREW KOPPLIN 919 ST CHARLES AVENUE NEW ORLEANS LA 70130 1519185 0 X N/A X 1983 LA THE FOUNDATION WAS ORGANIZED SPECIFICALLY AS A SUPPORT ORGANIZATION OF THE (CONT'D ON SCH. O) GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3. 3 2 0 2 279 0 0 0 0 0 142182 39692 35312 -8822 177494 30870 198300 58300 0 0 0 0 0 0 0 29883 28056 228183 86356 -50689 -55486 3205884 2742682 28 8000 3205856 2734682 THE FERTEL FOUNDATION WAS ORGANIZED SPECIFICALLY AS A SUPPORT ORGANIZATION OF THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3. 0 0 58300 58300 THE FERTEL FOUNDATION WAS ORGANIZED SPECIFICALLY AS A SUPPORT ORGANIZATION OF THE GREATER NEW ORLEANS FOUNDATION, A NON PROFIT ORGANIZATION EXEMPT UNDER 501(C)3. 58300 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ERIC SELING 5045984663 919 ST CHARLES AVENUE NEW ORLEANS LA 70130 X RANDY FERTEL CHAIRMAN 2.00 X X 0 0 0 ANDREW KOPPLIN DIRECTOR 2.00 40.00 X 0 378290 48935 LEANN MOSES DIRECTOR 2.00 1.00 X 0 0 0 0 378290 48935 0 0 1 0 0 27031 27031 1500976 1488315 12661 12661 12661 PANTHERA INVESTMENT FUND, LP K-1 900099 7363 7363 GULLIVERONE, LP K-1 INCOME 900099 -16185 279 -16464 -8822 30870 0 279 30591 58300 58300 8679 8679 ADMINISTRATIVE FEES 19377 19377 86356 58300 28056 0 70 18093 74899 2490714 2289783 640201 434806 3205884 2742682 28 0 8000 28 8000 X 3205856 2734682 3205856 2734682 3205884 2742682 X -55486 -424510 8822 X X 0 1 X 1 0 X X 1 THE GREATER NEW ORLEANS FOUNDATION 720408921 7 1 77677 0 1 77677 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I ADDITIONAL SUPPLEMENTAL INFORMATION THE FERTEL FOUNDATION IS A SUPPORTING ORGANIZATION THAT WAS ORGANIZED TO BENEFIT THE GREATER NEW ORLEANS FOUNDATION (GNOF), A NONPROFIT ORGANIZATION EXEMPT UNDER SECTION 501(C)(3). IN THE FERTEL FOUNDATION'S ORGANIZATIONAL DOCUMENTS IT NAMED GNOF AS ITS SUPPORTED ORGANIZATION. GNOF ALSO APPOINTS A MAJORITY OF THE BOARD OF DIRECTORS OF THE FERTEL FOUNDATION. SINCE THE FERTEL FOUNDATION IS CONTROLLED BY GNOF, ITS SUPPORTED ORGANIZATION, IT IS A TYPE I SUPPORTING ORGANIZATION. GNOF, A COMMUNITY FOUNDATION, IS A REGIONAL GRANT MAKER THAT ACTS AS A LEADER IN CONNECTING PHILANTHROPIC DOLLARS TO NONPROFIT ORGANIZATIONS WORKING TO ADDRESS COMMUNITY NEEDS. AS A SUPPORTING ORGANIZATION, FERTEL FOUNDATION'S FUNDS ARE DISBURSED BY GNOF AS PART OF THIS PROCESS. GNOF INVESTS, MANAGES, SUPERVISES, AND ADMINISTERS ALL OF THE FERTEL FOUNDATION'S FUNDS. GNOF ALSO CONTROLS THE SELECTION OF GRANTEES AND MANAGES THE PROCESS OF MAKING DISTRIBUTIONS TO THE SELECTED CHARITIES FROM THE FERTEL FOUNDATION'S FUNDS. THE FERTEL FOUNDATION'S SCHEDULE A PART I LINE 12G IDENTIFIES GNOF AS THE SUPPORTED ORGANIZATION AND INCLUDES THE ADMINISTRATIVE FEES PAID TO GNOF AND THE AMOUNT OF FUNDS THAT GNOF DISTRIBUTED TO GRANTEES. SCHEDULE I PART II IDENTIFIES THE NONPROFIT ORGANIZATIONS THAT RECEIVED THESE GRANTS FROM GNOF. 0 INVESTMENT PARTNERSHIPS 434806 F 434806 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDED ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT PROVISIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE COMBINED FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. 1 UNIVERISTY OF MASSACHUSETTS AMHERST FOUNDATION 134 HICKS WAY AMHERST MA 01003 542084125 501(C)(3) 13000 0 EDUCATION LOUISIANA MUSEUM FOUNDATION 1000 BOURBON STREET B429 NEW ORLEANS LA 70116 720954712 501(C)(3) 10000 0 ARTS/CULTURE PROJECT ON GOVERNMENT OVERSIGHT INC 1100 G ST NW STE 500 WASHINGTON DC 20005 521739443 501(C)(3) 5300 0 GOVERNMENT AND PUBLIC ADMINISTRATION GREATER NEW ORLEANS FOUNDATION 919 ST CHARLES AVENUE NEW ORLEANS LA 70130 720408921 501(C)(3) 6500 0 PHILANTHROPY 4 PART I, LINE 2- PROCEDURES FOR MONITORING USE OF GRANTS FUNDS IN U.S. THE FERTEL FOUNDATION IS CONTROLLED BY THE GREATER NEW ORLEANS FOUNDATION ("GNOF"), ITS SUPPORTED ORGANIZATION. GNOF, A COMMUNITY FOUNDATION, IS A REGIONAL GRANT MAKER THAT ACTS AS A LEADER IN CONNECTING PHILANTHROPIC DOLLARS TO NONPROFIT ORGANIZATIONS WORKING TO ADDRESS COMMUNITY NEEDS. AS A SUPPORTING ORGANIZATION, FERTEL FOUNDATION'S FUNDS ARE DISTRIBUTED BY GNOF, ITS SUPPORTED ORGANIZATION, AS PART OF THIS PROCESS. GNOF INVESTS, MANAGES, SUPERVISES AND ADMINISTERS ALL OF FERTEL FOUNDATION'S FUNDS. GNOF ALSO CONTROLS THE SELECTION OF GRANTEES AND MANAGES THE PROCESS OF MAKING DISTRIBUTIONS TO THE SELECTED CHARITIES FROM THE FERTEL FOUNDATION'S FUNDS. IT CONDUCTS A PRE-GRANT INQUIRY TO ENSURE THAT THE GRANTEE IS APPROPRIATE, SUCH AS HAVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) OR BEING A GOVERNMENTAL ENTITY. GNOF EXECUTES A WRITTEN AGREEMENT WITH THE GRANTEE THAT SPECIFIES THE CHARITABLE PURPOSE OF THE GRANT AND INCLUDES PROVISIONS THAT PROHIBIT THE USE OF THE FUNDS FOR NON-CHARITABLE PURPOSES, POLITICAL CAMPAIGN ACTIVITY, OR LOBBYING ACTIVITIES. GRANTEES ARE REQUIRED TO SUBMIT REPORTS ON THE USE OF THE FUNDS AND THE CHARITABLE ACTIVITIES SUPPORTED BY THE GRANT DURING THE GRANT PERIOD. IN ADDITION, THE GRANTEE IS REQUIRED TO RETURN ANY FUNDS NOT USED FOR THE DESIGNATED PURPOSES. THE FERTEL FOUNDATION'S SCHEDULE A PART I LINE 12G IDENTIFIES GNOF AS THE SUPPORTED ORGANIZATION AND THE AMOUNT OF FUNDS THAT GNOF DISBURSED TO GRANTEES. SCHEDULE I PART II IDENTIFIES THE NONPROFIT ORGANIZATIONS THAT RECEIVED THESE GRANTS. 0 0 0 0 0 0 0 0 0 ANDREW KOPPLIN DIRECTOR 0 342290 0 36000 0 0 0 30263 0 18672 0 427225 0 0 FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE FINAL DRAFT OF FORM 990, A COPY OF THE DRAFT IS SENT TO EACH MEMBER OF THE BOARD WITH THE INSTRUCTIONS AND TIME FRAME FOR SUBMITTING QUESTIONS OR COMMENTS. AT THE COMPLETION OF THE REVIEW, ANY APPROVED MODIFICATIONS ARE INCORPORATED INTO THE FINAL FORM 990, AND IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION ANNUALLY REQUIRES ALL EMPLOYEES AND TRUSTEES TO DISCLOSE ANY POTENTIAL PERSONAL OR BUSINESS ASSOCIATIONS WHICH COULD BE PERCEIVED AS A CONFLICT OF INTEREST. THROUGHOUT THE YEAR TRUSTEES ARE REMINDED TO DISCLOSE ANY NEW RELATIONSHIPS WHERE A CONFLICT OF INTEREST MAY BE PRESENT. NEW TRUSTEES AND NEW EMPLOYEES ARE ALSO REQUIRED TO ATTEND AN ORIENTATION WHERE THIS SPECIFIC TOPIC IS DISCUSSED. FORM 990, PART VI, SECTION B, LINE 15 PRESENTLY THIS ORGANIZATION DOES NOT PAY ANY COMPENSATION TO ANY INDIVIDUAL. HOWEVER, THE EXECUTIVE COMMITTEE OF THE BOARD OF THE GREATER NEW ORLEANS FOUNDATION MEETS ANNUALLY TO REVIEW THE COMPENSATION OF THE PRESIDENT AND CEO,THE SENIOR MANAGEMENT OF THE FOUNDATION, AND ANY INDIVIDUAL PAID BY THE SUPPORTING ORGANIZATION. THE REVIEW CONSISTS OF COMPARISONS TO OTHER NON PROFITS IN THE AREA, REVIEW OF ANNUAL COMPENSATION SURVEYS, AND A REVIEW OF OVERALL TRENDS IN THE INDUSTRY. THIS INFORMATION IS CONTEMPORANEOUSLY DOCUMENTED IN THE WRITTEN MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION FOLLOWS THE POLICIES AND PROCEDURES OF THE SUPPORTED ORGANIZATION, THE GREATER NEW ORLEANS FOUNDATION (GNOF). THIS FORM AS WELL AS VARIOUS POLICIES AND PROCEDURES ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. GNOF NOTIFIES THE PUBLIC OF THIS OPTION IN VARIOUS MAILINGS AND PUBLICATIONS THROUGHOUT THE YEAR. FORM 990, PART VII - COMPENSATION EXPLANATION IN THE ORGANIZATIONAL DOCUMENTS FOR THE FERTEL FOUNDATION THERE IS A REQUIREMENT THAT THE PRESIDENT AND CEO OF THE GREATER NEW ORLEANS FOUNDATION ("GNOF"), THE TYPE I-SUPPORTED ORGANIZATION, TO SERVE ON ITS BOARD. ANDREW KOPPLIN, THE PRESIDENT AND CEO OF GNOF, IS COMPENSATED BY GNOF AS AN EMPLOYEE OF GNOF. THIS RELATED SALARY INFORMATION IS REPORTED ON FORM 990, PART VII, COLUMNS E AND F AND IN SCHEDULE J PART II. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE FROM GULLIVERONE, LP K-1 16,185. BOOK/TAX DIFFERENCE FROM PANTHERA INVESTMENT FUND, LP K-1 -7,363. FORM 990, PART XII, LINE 2:CHANGE OF OVERSIGHT OR SELECTION PROCESS THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE GREATER NEW ORLEANS FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 720408921 GRANTMAKING LA 501(C)(3) LINE 7 N/A 0 THE ALBERT N AND HATTIE M MCCLURE FUND 919 ST CHARLES AVE NEW ORLEANS LA 70130 726019978 GRANTMAKING LA 501(C)(3) LINE 12D, III-O GNOF 0 NEW ORLEANS COMMUNITY SUPPORT FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 205037341 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 GNOF SUPPORT FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 300074425 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 THE JOHN AND CLARA BRADY FAMILY FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 721486488 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 THE PAT AND KATE BRADY FAMILY FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 721486482 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 DJR FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 721471263 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 THE FRANK B STEWART FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 721247958 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 J BENNETT JOHNSTON SCIENCE FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 721428622 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 LA PHILHARMONIC ORCHESTRA ENDOWMENT TRUST 919 ST CHARLES AVE NEW ORLEANS LA 70130 311615322 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 JEFFERSON COMMUNITY FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 834204994 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 GPOA FOUNDATION 919 ST CHARLES AVE NEW ORLEANS LA 70130 720423621 GRANTMAKING LA 501(C)(3) LINE 12A, I GNOF 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE GREATER NEW ORLEANS FOUNDATION B 58300 FAIR MARKET VALUE THE GREATER NEW ORLEANS FOUNDATION M 19377 FAIR MARKET VALUE GULLIVERONE LIMITED PARTNERSHIP 5500 LAUREL STREET NEW ORLEANS LA 70115 263883116 INVESTMENTS LA INVESTMENT 0 -1879 396415 0 279 0 0.01610 PANTHERA 5500 LAUREL STREET NEW ORLEANS LA 70115 901018145 INVESTMENTS LA INVESTMENT 0 8257 0 0 0 0 0.04310