CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION (EIN 72-6027212)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349102313
- Schema version
- 2017v2.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:25:54-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453564278 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TMCE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6425 Youree Dr Ste 480 | AddressLine1Txt |
| City | Shreveport | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726027212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN W & CHARLES T BEAIRD FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 3182212823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN BEAIRD | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TUCKER N SMATHERS | PreparerPersonNm |
| PTIN | P00034608 | PTIN |
| Phone | 3182271600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,203,706 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,561 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,561 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $434,288 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $434,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,638,394 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,060,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,638,394 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,638,394 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | -$275,829 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$275,829 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,800,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,800,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,638,394 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,037 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $26 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $69,248 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,011 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $962 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $76,725 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $76,725 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $32,533 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,360 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,194 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,127,219 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,127,219 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,474,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,360 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,309,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,325,794 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,690,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,638,394 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,716 | CashBOYAmt |
| Cash EOY | $36,440 | CashEOYAmt |
| Cash EOYFMV | $36,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $315,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $292,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $292,570 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,379 | AcctRcvblAmt |
| Acct Rcvbl EOY | $35,379 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,379 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $13,602 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,346,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,614,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,848,369 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,512 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,585 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $605 | LandBOYAmt |
| Land EOY | $3,927 | LandEOYAmt |
| Land EOYFMV | $3,926 | LandEOYFMVAmt |
| Other Assets BOY | $4,592,261 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,699,188 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,985,022 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,277,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,683,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,203,706 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,482 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $53,111 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,887 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,736 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,369 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $90,847 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,266,995 | UnrestrictedBOYAmt |
| Unrestricted EOY | $22,592,790 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,266,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,592,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,277,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,683,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,266,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,325,794 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $22,592,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,592,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,638,394 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,638,394 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,277,608 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,250,277 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,256,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $24,167,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,195,311 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,796,340 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,104,342 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,235,118 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04967 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,175,311 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,135,705 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05561 | DistributionYr5Rt |
| Total Distribution | 0.260181 | TotalDistributionRt |
| Average Distribution | 0.052036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $25,746,084 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,339,723 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26,901 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,366,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,309,413 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53,801 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $53,801 | SubtotalAmt |
| Tax Based On Investment Income | $53,801 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,024 | EsPenaltyAmt |
| Tax Due | $24,825 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEAIRDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3182212823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST SUITE 1440 | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH BEAIRD | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | President | 25.00 | $0 |
| NICOLE SEAWELL | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | Vice President | 2.00 | $0 |
| VIKKI WOLF | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | Treasurer | 1.00 | $0 |
| SUSIE SEAWELL | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| MARJORIE SEAWELL | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| SUSAN BEAIRD | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| LESLIE DARR | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| DUNCAN SEAWELL | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| JENNIFER MCCORMICK | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| JOHN BEAIRD | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| JACKSON DARR | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| DAVID SEAWELL | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | Secretary | 1.00 | $0 |
| CHAD NAQUIN | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| TOYA GRAHAM | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Executive Dir. | 40.00 | $65,500 |
| AUSTIN DARR | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| MATT WOLF | ||||||
| 330 MARSHALL ST SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,642,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $510,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,985,022 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,138,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $26,138,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $392,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,746,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,287,304 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,287,304 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,801 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,801 | TotalTaxAmt |
| Distributable Before Adj | $1,233,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,233,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,233,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,309,413 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,309,413 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,309,413 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,233,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $669,095 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,309,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $669,095 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $640,318 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $593,185 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOYA GRAHAM EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST 1440 | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3182218276 | RecipientPhoneNum |
| Recipient Email Address | TOYA@BEAIRDFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION FORM IS AVAILABLE AT WWW.BEAIRDFOUNDATION.ORG. APPLICANTS MUST USE THIS FORM AND SUBMIT ONLINE AT THIS WEBSITE. IN ADDITION, PRIOR TO THE SUBMISSION OF AN APPLICATION, APPLICANT MUST COMPLETE A LETTER OF INTENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEMI ANNUAL DEADLINES: JANUARY 5TH AND JULY 21ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT AND BOSSIER CITY AREAS OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS ARE AWARDED TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUMMARY-SEE ATTACHED LIST FOR DETAI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST SUITE 1440 | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED LIST | GrantOrContributionPurposeTxt |
| Amt | $1,127,219 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,127,219 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,561 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434,288 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $275,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,638,394 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $162,020 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,638,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,800,414 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TMCE LLP | CategoryTxt |
| Amt | $3,370 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CONFERENCE TABLE | 2013-12-03 | $1,093 | $488 | SL | 0.1429 | $156 |
| LAPTOP | 2017-06-20 | $888 | SL | 0.1667 | $148 | |
| I-CLICKERS | 2017-06-20 | $2,738 | 200DB | 0.2000 | $548 | |
| PROJECTOR | 2017-07-19 | $658 | SL | 0.1667 | $110 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $7,228 | $6,779 | $449 | $3,926 |
| Machinery and Equipment | $4,284 | $806 | $3,478 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BEAIRD PROPERTIES | $4,592,261 | $5,699,188 | |
| BEAIRD PROPERTIES LLC MEMBER INTEREST | $6,985,022 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $6,050 | $6,050 |
| EMPLOYEE HEALTH INSURANCE | $10,482 | $10,482 |
| INSURANCE | $974 | $974 |
| MEMBER COMPENSATION | $8,521 | $8,521 |
| OFFICE EXPENSE & TELEPHONE | $4,004 | $4,004 |
| PROFESIONAL DEVELOPMENT | $2,502 | $2,502 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$275,829 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$275,829 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | rounding | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERNSTEIN ADVISORS | CategoryTxt |
| Amt | $99,037 | Amt |
| Net Investment Income | $99,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX OF INVESTMENT INCOME | $53,801 | ||
| FOREIGN TAX ON DIVIDENDS | $10,378 | $10,378 | |
| PAYROLL TAXES | $5,011 | $5,011 | |
| PENALTY | $48 | ||
| STATE FILING FEE | $10 |