CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION (EIN 72-6027212)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349102650
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:55:15-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-14 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,730,200 | 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 | $637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $486,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $486,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,287,482 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,287,482 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,504 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,761,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,761,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $945 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $92,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,674 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,573 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,011 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $156 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $61,410 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,410 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $208,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,346 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $460,868 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $272,347 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,267 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,119,228 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,119,228 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,580,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $272,347 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,292,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $180,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,488,735 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,611 | CashBOYAmt |
| Cash EOY | $8,716 | CashEOYAmt |
| Cash EOYFMV | $6,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,490 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $8,781 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $3,650 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,602 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,636,469 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,346,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,421,876 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,623 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $761 | LandBOYAmt |
| Land EOY | $605 | LandEOYAmt |
| Land EOYFMV | $605 | LandEOYFMVAmt |
| Other Assets BOY | $4,404,968 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,592,261 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,985,022 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,091,918 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,277,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,730,200 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,152 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,482 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $3,757 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,887 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,909 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,369 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,086,009 | UnrestrictedBOYAmt |
| Unrestricted EOY | $21,266,995 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,086,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,266,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,091,918 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,277,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,086,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $180,986 | ExcessRevenueOverExpensesAmt |
| Subtotal | $21,266,995 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $21,266,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,287,482 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,256,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,167,254 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05199 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,195,311 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $23,796,340 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05023 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,104,342 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,235,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,175,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,135,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,018,827 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,337,396 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04775 | DistributionYr5Rt |
| Total Distribution | 0.255245 | TotalDistributionRt |
| Average Distribution | 0.051049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $24,250,277 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,237,952 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,887 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,252,839 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,292,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,887 | SubtotalAmt |
| Tax Based On Investment Income | $14,887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $65 | OverpaymentAmt |
| Applied To ES Tax | $65 | AppliedToESTaxAmt |
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 (14 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 | Secretary | 0.50 | $0 |
| MALCOLM SEAWELL | ||||||
| 330 MARSHALL SUITE 1440 | SHREVEPORT | LA | 71101 | Treasurer | 1.00 | $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 SUITE 1440 | SHREVEPORT | LA | 71101 | Director | 0.50 | $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 |
| 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 | $17,399,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,985,022 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,619,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $24,619,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $369,294 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,250,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,212,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,212,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,887 | TotalTaxAmt |
| Distributable Before Adj | $1,197,627 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,197,627 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,197,627 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,292,495 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,292,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,887 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,277,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,197,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $763,963 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,292,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $763,963 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $528,532 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $669,095 | 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: MARCH 1ST AND SEPTEMBER 1ST | 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 | $1,119,228 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,119,228 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $486,467 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,287,482 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,761,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,761,082 | 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 | $3,945 | Amt |
| Net Investment Income | $945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CONFERENCE TABLE | PropertyDesc |
| Acquired | 2013-12-03 | AcquiredDt |
| Cost Or Other Basis | $1,093 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $332 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.1428 | Rt |
| Current Year Expense | $156 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $7,228 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,623 | AccumulatedDepreciationAmt |
| Book Value | $605 | BookValueAmt |
| EOYFMV | $605 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BEAIRD PROPERTIES | Desc |
| BOY Book Value | $4,404,968 | BOYBookValueAmt |
| EOY Book Value | $4,592,261 | EOYBookValueAmt |
| EOYFMV | $6,985,022 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BEAIRD PROPERTIES K-1 (72-1379082) | $170,155 | $170,155 | |
| BEAIRD PROPERTIES K-1 (72-1379082) | $4,295 | $4,295 | |
| DUES & SUBSCRIPTIONS | $12,200 | $12,200 | |
| EMPLOYEE HEALTH INSURANCE | $10,070 | $10,070 | |
| INSURANCE | $974 | $974 | |
| MEMBER COMPENSATION | $3,383 | $3,383 | |
| OFFICE EXPENSE & TELEPHONE | $3,008 | $3,008 | |
| PROFESIONAL DEVELOPMENT | $4,416 | $4,416 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$13,504 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,504 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERNSTEIN ADVISORS | CategoryTxt |
| Amt | $92,674 | Amt |
| Net Investment Income | $92,674 | 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 | $14,887 | ||
| FOREIGN TAX ON DIVIDENDS | $8,573 | $8,573 | |
| PAYROLL TAXES | $5,011 | $5,011 | |
| PENALTY | $201 | ||
| STATE FILING FEE | $10 |