2024-05-08T07:46:58-05:00 2023-12-31 720445707 Gulfside Inc 835 Union Street Suite 333 New Orleans LA 70112 990PF 2023-01-01 720507534 Eugenie & Joseph Jones Family Foundation EUGE 5045841540 835 Union Street 333 New Orleans LA 70112 Susan Jones Gundlach President 5045812424 2024-05-08 1 Susan Jones Gundlach XXX-XX-XXXX 1 Rene Fuselier Jr P00382694 5045841540 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 20457507 X X 7 7 356778 356778 -447244 5338876 0 -90459 356785 0 0 0 199518 0 75000 5000 0 0 11515 0 11515 216033 0 86515 1080000 1080000 1296033 0 1166515 -1386492 356785 7694 76309 76309 1447506 2503609 2503609 15901365 13540771 15615880 2428308 2277692 2261709 5633 5633 -682 -682 0 19784191 18397699 20457507 0 0 X 0 0 3963976 3963976 15820215 14433723 19784191 18397699 19784191 18397699 19784191 -1386492 0 18397699 0 18397699 5,445 sh - ON Holding P 2022-08-26 2023-04-11 164380 113847 50533 50533 3,015 sh - ON Holding P 2022-08-26 2023-04-12 91788 63039 28749 28749 2,195 sh - Int'l Flavors & Fragrances P 2022-11-02 2023-08-09 138343 211239 -72896 -72896 9,119 sh - Paya Holdings P 2021-11-08 2023-01-20 87987 78153 9834 9834 39,425 sh - Paya Holdings P 2021-03-05 2023-03-05 380402 455758 -75356 -75356 11,790 sh - Paya Holdings P 2021-12-08 2023-02-22 114953 81000 33953 33953 11,781 sh - Paya Holdings P 2021-11-08 2023-02-22 114865 100968 13897 13897 3,515 sh - Euronet Worldwide P 2016-12-22 2023-03-09 378409 257045 121364 121364 400 sh - IDEXX Laboratories P 2022-05-04 2023-05-10 192744 162806 29938 29938 3,785 sh - Open Lending P 2021-04-01 2023-05-15 36120 128715 -92595 -92595 9,140 sh - Open Lending P 2021-11-10 2023-05-15 87222 252148 -164926 -164926 6,685 sh - Open Lending P 2022-01-05 2023-05-15 63794 143194 -79400 -79400 23,025 sh - Open Lending P 2020-09-30 2023-05-15 219724 585776 -366052 -366052 1,740 sh - Roper Technologies P 2018-12-28 2023-05-24 770718 466133 304585 304585 2,450 sh - ON Semiconductor P 2019-06-11 2023-07-19 250615 49168 201447 201447 3,920 sh - Freeport McMoran P 2021-09-21 2023-08-10 167318 120037 47281 47281 14,215 sh - Freeport McMoran P 2021-08-24 2023-08-10 606741 500989 105752 105752 3,705 sh - Steris PLC P 2016-07-05 2023-06-21 794430 252039 542391 542391 15,520 sh - Porch Group Inc P 2021-08-17 2023-11-08 13025 264821 -251796 -251796 9,565 sh - Porch Group Inc P 2022-01-11 2023-11-08 8028 134870 -126842 -126842 72,155 sh - Porch Group Inc P 2022-05-06 2023-11-08 60557 268644 -208087 -208087 10,465 sh - Porch Group Inc P 2021-07-28 2023-11-08 8783 188371 -179588 -179588 3,710 sh - EBIX P 2019-07-30 2023-11-13 12500 168483 -155983 -155983 4,040 sh - EBIX P 2019-09-03 2023-11-13 13612 140091 -126479 -126479 10,400 sh - EBIX P 2017-07-06 2023-11-13 35042 561222 -526180 -526180 2,125 sh - VISA P 2011-01-03 2023-11-16 526776 37564 489212 489212 -447244 4959 0 4959 0 4959 16797 0 0 0 16797 X 0 11838 11838 0 0 0 0 0 0 0 0 0 0 0 1 1 LA 1 0 0 0 0 1 N/A Gulfside Inc 5045812424 835 Union Street Suite 333 New Orleans LA 70112 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Susan J Gundlach 835 Union Street Suite 333 New Orleans LA 70112 President 5.00 0 0 0 Elaine F Jones 835 Union Street Suite 333 New Orleans LA 70112 Sec / Treas 5.00 0 0 0 Eugenie H Sloss 835 Union Street Suite 333 New Orleans LA 70112 Trustee 5.00 0 0 0 James M Huger 835 Union Street Suite 333 New Orleans LA 70112 Trustee 5.00 0 0 0 Susan L Stall 835 Union Street Suite 333 New Orleans LA 71112 Trustee 5.00 0 0 0 NONE 0 Gulfside Inc 835 Union Street Ste 300 New Orleans LA 70112 Administrative & accounting manager 100000 St Denis J Villere & Company 601 Poydras Street Suite 1808 New Orleans LA 70130 Portfolio investment manager 99518 0 0 20152785 639506 0 20792291 0 0 20792291 311884 20480407 1024020 1024020 4959 4959 1019061 0 1019061 0 1019061 1166515 0 1166515 1019061 0 0 66013 163479 222838 342962 795292 1166515 0 0 0 1019061 147454 0 0 942746 0 0 0 0 0 0 66013 876733 163479 222838 342962 147454 Ms Dora Luckette co Jones Family Fo 835 Union Street Suite 333 New Orleans LA 70112 5045841511 dluckette@canalbarge.com Name, address and contact information for the 501(c)(3) Organization making the grant application including their 501(c)(3) number from IRS. A brief description of the purpose for their organization, why they are requesting funds and how much,and what they intend to achieve if the funds are granted to their organization. The submission deadline is 15th day of the month before the set meeting date. None Breakthrough New Orleans 1903 Jefferson Ave New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 2500 American Cancer Society - Shuck Cancer 2605 River Road New Orleans LA 70121 None Tax Exempt To fulfill exempt purpose 5000 Bridge House Grace House 4150 Earhart Blvd New Orleans IA 70125 None Tax Exempt To fulfill exempt purpose 15000 Audubon Nature Institute 6500 Magazine Street New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 12500 Bastion Community of Resilence 1901 Mirabeau Ave New Orleans LA 70122 None Tax Exempt To fulfill exempt purpose 15000 Catholic Community Foundation - Archdiocese of New Orleans 3330 N Causeway Blvd 351 Metairie LA 70002 None Tax Exempt To fulfill exempt purpose 30000 Beauregard-Keyes Historic House & Garden 1113 Chartres St New Orleans LA 70116 None Tax Exempt o fulfill exempt purpose 10000 Bishop Wilmer Memorial Fund 9717 Hwy 71 South LeCompte LA 71346 None Tax Exempt To fulfill exempt purpose 200 Bright School 1600 Constance St New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 15000 Bureau of Governmental Research 1055 St Charles Ave New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 25000 Cops 8 Inc 334 Royal St New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 10000 Cub Scout Pack 115 and Boy Scout Troop 115 co St Rita School 194 Ravan Ave Harahan LA 70123 None Tax Exempt To fulfill exempt purpose 2500 Directed Initiatives for Youth - Excite All Stars 4949 Bullard Ave Ste A New Orleans LA 70128 None Tax Exempt To fulfill exempt purpose 10000 Dubuque County Historical Society 350 E 3rd St Dubuque IA 52001 None Tax Exempt To fulfill exempt purpose 10000 Eden House 4238 St Charles Ave New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 15000 Ducks Unlimited 1 Waterfowl Way Memphis TN 38120 None Tax Exempt To fulfill exempt purpose 25000 French Quarter Festivals Inc 400 N Peters 205 New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 20000 Holy Name of Jesus School 6325 Cromwell New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 20000 Longue Vue House and Gardens 7 Bamboo Rd New Orleans LA 70124 None Tax Exempt To fulfill exempt purpose 25000 Louise S McGehee School Endowment 4917 Annunciation Street New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 10000 Louisiana Endowment for the Humanities 1526 Oretha Castle Haley Blvd New Orleans LA 70113 None Tax Exempt To fulfill exempt purpose 5000 Greater New Orleans Educational Television Foundation 916 Navarre Ave New Orleans LA 70124 None Tax Exempt To fulfill exempt purpose 25000 Greater New Orleans Youth Orchestra 7100 St Charles Ave New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 1000 Isiodore Newman School 1903 Jefferson Ave New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 30000 Ladies Leukemia League Inc PO Box 9355 Metairie LA 70055 None Tax Exempt To fulfill exempt purpose 3000 Le Petit Theatre Du Vieux Carre 616 St Peter Street New Orleans LA 70116 None Tax Exempt To fulfill exempt purpose 25000 Live Oak Wilderness Camp 1240 Moss St New Orleans LA 70119 None Tax Exempt To fulfill exempt purpose 40000 Louisiana Museum Foundation 632 Dumaine St New Orleans LA 70116 None Tax Exempt To fulfill exempt purpose 25000 Louisiana Landmark Society 1440 Moss St New Orleans LA 70119 None Tax Exempt To fulfill exempt purpose 2500 Low Cost Animal Hospital 4300 Washington Ave New Orleans LA 70125 None Tax Exempt To fulfill exempt purpose 25000 Metairie Park Country Day School 300 Park Road Metairie LA 70005 None Tax Exempt To fulfill exempt purpose 10000 Metropolitan Crime Commission 1615 Poydras St New Orleans LA 70112 None Tax Exempt To fulfill exempt purpose 2500 Magnolia Community Services 100 Central Ave Jefferson LA 70121 None Tax Exempt To fulfill exempt purpose 15000 New Orleans Museum of Art 1 Collins Diboll Circle New Orleans LA 70124 None Tax Exempt To fulfill exempt purpose 120000 New Orleans Police and Justice Foundation 141 Allen Toussaint Blvd New Orleans LA 70124 None Tax Exempt To fulfill exempt purpose 7500 Newcomb Art Museum 6823 St Charles Ave New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 1000 Ronald McDonald House Charities of South Louisiana 210 State St New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 68800 Second Harvest Food Bank 700 Edwards Ave New Orleans LA 70123 None Tax Exempt To fulfill exempt purpose 50000 Special Olympics Louisiana 46 Louis Prima Dr Covington LA 70433 None Tax Exempt To fulfill exempt purpose 20000 Ogden Museum of Southern Art 925 Camp Street New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 5000 People Program NOLA 2240 Lakeshore Dr New Orleans LA 70122 None Tax Exempt To fulfill exempt purpose 10667 St Stephen's Episcopal Church 9795 Hwy 418 Innis LA 70747 None Tax Exempt To fulfill exempt purpose 1000 Start the Adventure in Reading 1545 State St New Orleans LA 70118 None Tax Exempt To fulfill exempt purpose 10000 Puentes New Orleans 4205 Canal Street New Orleans LA 70119 None Tax Exempt To fulfill exempt purpose 1000 Raphael Village 530 Jackson Ave New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 25000 Rector and Visitors of the University of Virginia NW Wing The Rotunda PO Box 400222 Charlottesville VA 22904 None Tax Exempt To fulfill exempt purpose 10000 Trinity Episcopal Church 1329 Jackson Ave New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 108333 Trinity Episcopal School Endowment 1315 Jackson Ave New Orleans LA 70130 None Tax Exempt To fulfill exempt purpose 10000 Society of St Vincent De Paul 3500 Canal Street New Orleans LA 70119 None Tax Exempt To fulfill exempt purpose 10000 University of Holy Cross 4123 Woodland Dr New Orleans LA 70131 None Tax Exempt To fulfill exempt purpose 5000 New Orleans City Park 1 Palm Drive New Orleans LA 70124 None Tax Exempt To fulfill exempt purpose 50000 St George's Episcopal School 923 Napoleon Ave New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 10000 STEM Library Lab 3011 N I-10 Service Road Metairie LA 70002 None Tax Exempt To fulfill exempt purpose 10000 SuccessThurgood Marshall 4621 Canal Street New Orleans LA 70119 None Tax Exempt To fulfill exempt purpose 5000 Team Gleason Foundation 1450 Poydras St New Orleans LA 70112 None Tax Exempt To fulfill exempt purpose 10000 The Hancock County Community Committee 6195 Crump Rd Kiln MS 39556 None Tax Exempt To fulfill exempt purpose 40000 YaYa Art Center 3322 LaSalle St New Orleans LA 70115 None Tax Exempt To fulfill exempt purpose 5000 1080000 0 14 7 14 356778 18 -447244 0 -90459 0 -90459 0 0 0 0 0 0 0 0 0 0 $500,000 - WEC Energy 5.00% Bonds 499869 498610 $500,000 - IBM Corp 3.33% Bonds 500875 485555 $200,000 Williams Cos 5.4% Bonds 199814 202033 $500,000 Fuller Co 4.0% Bonds 482545 478125 $500,000 Apple 1.40% Bonds 445004 442269 $150,000 Avnet 1.4% Bonds 149585 155117 1,245 sh - Apple Inc 203670 239700 24,345 sh - Atlas Energy 485957 419221 180 sh - BOA Convertible Preferred 225623 216950 10,660 sh - Caesar's Entertainment 596158 499741 1,355 sh - Chevron 217258 202112 2,910 Sh - Colgate Palmolive 219257 231956 3,125 sh - CVS Health Group 218097 246750 4,775 sh - Euronet Worldwide 474476 484615 8,516 sh - First Hawaiian 206087 194676 12,650 sh - Freeport McMoran 387366 538511 1,070 sh - Idexx Labs 435505 593904 5,210 sh - JB Hunt Transportation 594234 1040645 1,360 sh - Johnson & Johnson 222741 213166 1,580 sh - JP Morgan Chase 225603 268758 63,573 sh - Kearny Financial 783403 570250 7,535 sh - Ligand Pharmaceuticals 632519 538150 530 sh - Lockheed Martin 218765 240217 590 sh - Microsoft 200486 221864 2,970 sh - Mondelez Int'l 211657 215117 12,180 sh - Monster Beverage 544009 701690 36,922 sh - Omniab, Inc. 118072 227809 17,040 sh - ON Holding 356281 459569 5,160 sh - ON Semiconductor 103555 431015 17,645 sh - Option Care Health 509443 594460 19,162 sh - Palomar Holdings 1429391 1063491 23,635 sh - Paramount Global 992614 349562 1,310 sh- Pepsico 217171 222490 2,140 sh - POOL Corp 46909 853239 1,585 sh - Progressive Ins 211774 252459 1,130 sh - Roper Technologies 302719 616042 1,020 sh - Steris PLC 69387 224247 2,320 sh - Stryker Corp 429717 694747 2,780 sh - Teleflex 705570 693165 5,260 sh - Verizon 210458 198302 1,970 sh - Visa Inc 34824 512890 20,000 sh - B Riley Conv PFD stock 500015 344400 Other Partnership Investment -682 -682 0 Computer / Software 11370 0 11370 Bank Charges / Wire transfer fees 125 0 125 Sec of State Annual Report 20 0 20 Investment Counselling Fee 99518 0 0 Administrative Fee 100000 0 75000 Excise Taxes Paid 5000 0 0