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CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION (EIN 72-6027212)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-10-10
IRS object ID
201342839349100204
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-10-10T11:50:27-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN721341898EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1GILBREATH BURNS & SMATHERSAPACBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1400 TRAVIS ST SUITE 600AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code711013163ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN726027212EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCARONameControl
Phone3182212823Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL STREET NO 1112AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code711013015ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSUSAN BEAIRDName
TitlePRESIDENTTitle
Phone3182212823Phone
Date Signed2013-10-08DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameTUCKER SMATHERSName
PTINP00034608PTIN
Phone3184244093Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY21571390FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss129InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm129InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss395771DividendsRevAndExpnss
Dividends Net Invst Incm395771DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss386571NetGainSaleAssetsRevAndExpnss
Gross Sales Price5088947GrossSalesPrice
Capital Gain Net Incm Net Invst Incm386571CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss101904OtherIncomeRevAndExpnss
Other Income Net Invst Incm101904OtherIncomeNetInvstIncm
Total Revenue And Expenses884375TotalRevenueAndExpenses
Total Net Investment Income884375TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss79258CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps79258CompOfcrDirTrstDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss10859PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm0PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps10859PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss4020AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1020AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps3000AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss69211OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm69211OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss8776TaxesRevAndExpnss
Taxes Net Invst Incm596TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss778DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm0DeprecAndDepletionNetInvstIncm
Trav Conf Meeting Rev And Expnss37585TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm0TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps37585TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss21261OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps21261OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss231748TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm70827TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps151963TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss1031483ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps1031483ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1263231TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm70827TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1183446TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-378856ExcessOfRevenueOverExpenses
Net Investment Income813548NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY156591SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY163319SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV163319SavingsAndTempCashInvstEOYFMV
Accounts Receivable18854AccountsReceivable
Accounts Receivable EOY18854AccountsReceivableEOY
Accounts Receivable EOYFMV18854AccountsReceivableEOYFMV
Prepaid Expenses BOY23323PrepaidExpensesBOY
Prepaid Expenses EOY17663PrepaidExpensesEOY
Prepaid Expenses EOYFMV17663PrepaidExpensesEOYFMV
Investments Corp Stock BOY14547683InvestmentsCorpStockBOY
Investments Corp Stock EOY14580044InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV15201798InvestmentsCorpStockEOYFMV
Land Building And Equipment Basis6135LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip5228AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY1685LandBuildingAndEquipmentBOY
Land Building And Equipment EOY907LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV907LandBuildingAndEquipmentEOYFMV
Other Assets BOY5822416OtherAssetsBOY
Other Assets EOY5380301OtherAssetsEOY
Other Assets EOYFMV6168849OtherAssetsEOYFMV
Total Assets BOY20551698TotalAssetsBOY
Total Assets EOY20161088TotalAssetsEOY
Total Assets EOYFMV21571390TotalAssetsEOYFMV
Accounts Payable BOY34799AccountsPayableBOY
Accounts Payable EOY23046AccountsPayableEOY
Total Liabilities BOY34799TotalLiabilitiesBOY
Total Liabilities EOY23046TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY20516899UnrestrictedBOY
Unrestricted EOY20138042UnrestrictedEOY
Total Net Assets BOY20516899TotalNetAssetsBOY
Total Net Assets EOY20138042TotalNetAssetsEOY
Total Liabilities Net Assets BOY20551698TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY20161088TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY20516899TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-378856ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal20138043Subtotal
Other Decreases1OtherDecreases
Total Net Assets Fund Balances EOY20138042TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPUBLICLY TRADED SECURITIESDescriptionOfAsset
Gross Sales Price5088947GrossSalesPrice
Cost Or Other Basis4702376CostOrOtherBasis
Gain Or Loss386571GainOrLoss
Gains Minus Excess Or Losses386571GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income386571CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year11018827QualifyingDistributionsYear1
Noncharitable Assets Year121337396NoncharitableAssetsYear1
Distribution Ratio Year1.047748DistributionRatioYear1
Qualifying Distributions Year2950807QualifyingDistributionsYear2
Noncharitable Assets Year220713376NoncharitableAssetsYear2
Distribution Ratio Year2.045903DistributionRatioYear2
Qualifying Distributions Year3743358QualifyingDistributionsYear3
Noncharitable Assets Year320890741NoncharitableAssetsYear3
Distribution Ratio Year3.035583DistributionRatioYear3
Qualifying Distributions Year4565751QualifyingDistributionsYear4
Noncharitable Assets Year415772958NoncharitableAssetsYear4
Distribution Ratio Year4.035868DistributionRatioYear4
Qualifying Distributions Year5548140QualifyingDistributionsYear5
Noncharitable Assets Year511211987NoncharitableAssetsYear5
Distribution Ratio Year5.048889DistributionRatioYear5
Total Distribution Ratio.213991TotalDistributionRatio
Average Distribution Ratio.042798AverageDistributionRatio
Net Noncharitable Assets21135705NetNoncharitableAssets
Adjusted Noncharitable Assets904566AdjustedNoncharitableAssets
One Percent Net Investment Income8135OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One912701AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1183446QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax8135InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal8135Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income8135TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment23323EstTaxPaymentsAndOverpayment
Total Credits And Payments23323TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Overpayment15188Overpayment
Amount Credited To Next Year15188AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithLAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressWWW.BEAIRDFOUNDATION.ORGWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number3182212823BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL STREET NO 1112AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code711013015ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
SUSAN BEAIRD
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101PRESIDENT2.00000
LESLIE DARR
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101VICE-PRESIDENT2.00000
SUSAN SEAWELL
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101SECRETARY0.50000
JOHN BEAIRD
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101TREASURER1.00000
MARJORIE SEAWELL
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101DIRECTOR0.50000
CANDY BEAIRD
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101DIRECTOR0.50000
MATT WOLF
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101DIRECTOR0.50000
KATIE SEAWELL
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101DIRECTOR0.50000
DAVID SEAWELL
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101DIRECTOR0.50000
JAMES R MONTGOMERY
330 MARSHALL ST SUITE 1112SHREVEPORTLA71101EXECUTIVE DIRECTOR40.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities15089438AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances199282AvgMonthlyCashBalances
FMV All Other Noncharitable Assets6168849FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets21457569TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets21457569AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable321864CashDeemedCharitable
Net Noncharitable Assets21135705NetNoncharitableAssets
Minimum Investment Return1056785MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return1056785MinimumInvestmentReturn
Tax Based On Investment Income8135TaxBasedOnInvestmentIncome
Total Tax8135TotalTax
Distributable Amount Before Adj1048650DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded1048650DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted1048650DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1183446ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1183446QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm8135OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1175311AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted1048650DistributableAmountAsAdjusted
Undistributed Income Prior Year1036852UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions1183446QualifyingDistributions
Applied To Year11036852AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year146594AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY902056UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameBEAIRD FAMILY FOUNDATIONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1330 MARSHALL ST SUITE 1112AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code71101ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3182218276RecipientPhoneNumber
Form And Info And MaterialsAPPLICATION FORM IS AVAILABLE ON WEBSITE AT WWW.BEAIRDFOUNDATION.ORG. MUST USE THIS FORM ADN SUBMIT ON-LINE AT THIS WEBSITE.FormAndInfoAndMaterials
Submission DeadlinesSEMI-ANNUAL DEADLINES: MARCH 1ST AND SEPTEMBER 1STSubmissionDeadlines
Restrictions On AwardsAWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT-BOSSIER CITY AREA OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS TORestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (108 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN FOUNDATION FOR THE BLIND
2 PENN PLAZA SUITE 1102NEW YORKNY10121OTHER CHARITYOPERATING EXPENSES$100
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016SCHOOLOPERATING EXPENSES$20
AMI KIDS
5915 BENJAMIN CENTER DRTAMPAFL33634OTHER CHARITYEDUCATION AND BEHAVIOR MODIFICATION PROGRAMS FOR AT RISK YOUTH$25,000
BERNSTEIN DEVELOPMENT INC
1706 HOLLYWOOD AVESHREVEPORTLA71108OTHER CHARITYAFTER SCHOOL/SUMMER PROGRAM IN CADDO HEIGHTS NEIGHBORHOOD$15,000
BETTY & LEONARD PHILLIPS DEAF ACTION CENTER
601 JORDANSHREVEPORTLA71101OTHER CHARITYEQUIPMENT FOR TRAINING PROGRAMS, CREATING AN INCOME STREAM$10,000
BLUFF LAKE NATURE CENTER
9801 E COLFAX AVE 100AURORACO80010OPERATION FOUNDATIONENVIRONMENTAL EDUCATION FOR LOW INCOME CHILDREN$1,250
BOOK HARVEST
5802 BRISBANE DRCHAPEL HILLNC27514OTHER CHARITYOPERATING EXPENSES$400
BOYS AND GIRLS CLUBS OF BOSTON
50 CONGRESS ST 730BOSTONMA02190OTHER CHARITYOPERATING EXPENSES$52
CAROLINA FRIENDS SCHOOL
4809 FRIENDS SCHOOL ROADDURHAMNC27705SCHOOLTUITION AND SALARY ASSISTANCE$2,700
CATHOLIC CHARITIES OF SHREVEPORT
331 E 71STSHREVEPORTLA71106OTHER CHARITYFUNDING FOR A CENTER TO ASSIST IMMIGRANT FAMILIES$15,000
CENTENARY COLLEGE OF LOUISIANA
PO BOX 41188SHREVEPORTLA71134SCHOOLCOLLEGE-COMMUNITY PARTNERSHIP TO IMPROVE IMMIGRANTS' LIVING$5,000
CENTERPOINT COMMUNITY SERVICES
301 OLD BELLVUE RDBENTONLA71006OTHER CHARITYFREE INCOME TAX ASSISTANCE TO LOW INCOME EARNERS$25,000
CHERRY CREEK SCHOOL FOUNDATION
4700 YOSEMITE STREETGREENWOOD VILCO80111FOUNDATIONOPERATING EXPENSES$10,725
CHILDREN AND ARTHRITIS
2721 ALBERT BICKNELL DR 2ESHREVEPORTLA71103OTHER CHARITYJAMBALAYA JUBILEE SUMMER PROGRAM FOR FAMILIES$8,000
CHILDREN'S ALLIANCE
718 6TH AVENUE SOUTHSEATTLEWA98101OTHER CHARITYOPERATING EXPENSES$2,250
CHILDREN'S ALLIANCE
718 6TH AVENUE SOUTHSEATTLEWA98101OTHER CHARITYOPERATING EXPENSES$3,000
COHABITAT FOUNDATION INC
610 COMMERCE STREETSHREVEPORTLA71101FOUNDATIONTO ASSIST IN ACQUISITION AND BUILDOUT FOR A PERMANENT HOME.$50,000
COLORADO STORM SOCCER
7002 S REVERE PKWY 60CENTENNIALCO80112OTHER CHARITYOPERATING EXPENSES$1,500
CORNELL UNIVERSITY
130 E SENECAITHACANY14850SCHOOLOPERATING EXPENSES$100
COUNCIL ON ALCOHOL AND DRUG ABUSE
2000 FAIRFIELD AVESHREVEPORTLA71104OTHER CHARITYTRAINING FOR MENTAL HEALTH PROFESSIONALS IN TREATING ADDICTIONS$50,000
CUB SCOUTS PACK 55 DENVER AREA BOY SCOUTS
4450 E OXFORDCHERRY HILLSCO80113OTHER CHARITYOPERATING EXPENSES$2,325
DEMOCRACY NORTH CAROLINA
1821 GREEN STDURHAMNC27705OTHER CHARITYOPERATING EXPENSES$50
DENVER PUBLIC SCHOOL FOUNDATION
900 GRANT STREET STE 503DENVERCO80203FOUNDATIONOPERATING EXPENSES$17,856
DENVER ZOO
2300 STEELE STDENVERCO80205OTHER CHARITYOPERATING EXPENSES$110
DUKE UNIVERSITY FAMILY SUPPORT FUND
OFFICE OF UNIV DEVELOPMENTDURHAMNC27708SCHOOLOPERATING EXPENSES$100
EAST ANGEL FRIENDS & ALUMNI FOUNDATION
PO BOX 201404DENVERCO80220FOUNDATIONOPERATING EXPENSES$1,000
EASTER SEALS LOUISIANA
1513 LINE AVESHREVEPORTLA71101OTHER CHARITYFURNISH HOME FOR MENTALLY CHALLENGED RESIDENTS OF NORTH LOUISIANA$25,000
EVERGREEN PRESBYTERIAN MINISTRIES
1412 SIBLEY RDMINDENLA71055OTHER CHARITYSOCIAL ENTERPRISE CAFE EMPLOYING DISABLED ADULTS$25,000
FAMILIES HELPING FAMILIES REGION 7
2620 CENTENARY BLVD BLDG ESHREVEPORTLA71104OTHER CHARITYPURCHASE TECH EQUIPMENT FOR PROGRAM ASSISTING HANDICAPPED PERSONS$5,000
FAMILY RESOURCES FOR EDUCATION
301 TEALWOOD DRBOSSIER CITYLA71111OTHER CHARITYREBUILD PROPERTY FOR PROGRAM ASSISTING AT RISK YOUTH$20,000
FOOD BANK OF NORTHWEST LOUISIANA
2307 TEXAS AVESHREVEPORTLA71103OTHER CHARITYFOR FRESH PRODUCE PROGRAM FOR POOR FAMILIES$42,000
FORENSIC NURSES OF LOUISIANA INC
PO BOX 44466SHREVEPORTLA71134OTHER CHARITYTRAINING AND STAFFING NURSES FOR SEXUAL ASSAULT VICTIMS$25,000
FULLER CENTER OF WEBSTER INC
PO BOX 155SPRINGHILLLA71075OTHER CHARITYTO BUILD 8 NEW HOUSES IN MINDEN FOR LOW-INCOME FIRST-TIME HOME-BUYERS.$25,000
GAYLORD HOSPITAL
PO BOX 400WALLINGFORDCT06492OTHER CHARITYOPERATING EXPENSES$2,000
GINGERBREAD HOUSE
1700 BUCKNER SQUARE 101SHREVEPORTLA71101OTHER CHARITYSERVICES FOR CHILD VICTIMS OF SEX ABUSE$500
GINGERBREAD HOUSE
1700 BUCKNER SQUARE 101SHREVEPORTLA71106OTHER CHARITYSERVICES FOR CHILD VICTIMS OF SEX ABUSE$20,000
HEROES FOR CHILDREN
1701 NORTH COLLINS 24RICHARDSONTX75080OTHER CHARITYOPERATING EXPENSES$500
INNER CITY ROW MODERN DANCE CO
512 WALL STSHREVEPORTLA71101OTHER CHARITYSTUDIO RENOVATIONS FOR ALL-BLACK DANCE COMPANY$8,000
JUDI'S HOUSE
1741 GAYLORD STDENVERCO80206OTHER CHARITYOPERATING EXPENSES$250
KAPPA ALPHA ORDER EDUCATIONAL FOUNDATION
PO BOX 1865LEXINGTONVA24450FOUNDATIONOPERATING EXPENSES$250
KEYSTONE SCIENCE SCHOOL
1628 SAINT JOHN RDKEYSTONECO80435SCHOOLOPERATING EXPENSES$250
LITERACY VOLUNTEERS AT CENTENARY COLLEGE
2911 CENTENARY BLVDSHREVEPORTLA71104OTHER CHARITYSPONSOR LITERACY TUTORING FOR 20 ADULTS IN NORTHWEST LA.$13,440
LOUISIANA ASSN FOR THE BLIND
1750 CLAIBORNE AVESHREVEPORTLA71103OTHER CHARITYART EXPRESSION PROGRAM FOR BLIND CLIENTS$10,000
LSUS FOUNDATION
ONE UNIVERSITY PLACESHREVEPORTLA71115FOUNDATIONLAPREP SUMMER MATH & SCIENCE PROGRAM FOR LOW INCOME YOUTH$35,000
MACULAR DEGENERATION FDNAM HEALTH ASSISTANCE FDN
22512 GATEWAY CENTER DRCLARKSBURGMD20871FOUNDATIONOPERATING EXPENSES$100
MAKE-A-WISH FOUNDATION
1780 MORIAH WOODS BLVDMEMPHISTN38117FOUNDATIONOPERATING EXPENSES$300
MARTIN LUTHER KING COMMUNITY HEALTH CENTER
827 MARGARET PLACE SUITE 201SHREVEPORTLA71101OTHER CHARITYOPERATING EXPENSES$30,000
MEMPHIS GOODWILL INDUSTRIES
5899 STAGE RDMEMPHISTN38133OTHER CHARITYOPERATING EXPENSES$1,000
MEMPHIS UNION MISSION
383 POPLARMEMPHISTN381052006OTHER CHARITYTO PROVIDE PRIMARY CARE, DISEASE PREVENTION AND HEALTH PROMOTION$100
MEMPHIS UNIVERSITY SCHOOL
6191 PARK AVEMEMPHISTN38119SCHOOLOPERATING EXPENSES$2,100
MID SOUTH FOOD BANK
239 SOUTH DUDLEYMEMPHISTN38104OTHER CHARITYOPERATING EXPENSES$200
MULTICULTURAL CENTER OF THE SOUTH
520 SPRING STREETSHREVEPORTLA711010305OTHER CHARITYPARENT/CHILD LITERACY COMPONENT OF THE MULTICULTURAL ACADEMY$30,000
NORTHWEST LA COMMUNITY TENNIS ASSOC
258 GLADSTONESHREVEPORTLA71104OTHER CHARITYRIGHT-SIZING PUBLIC TENNIS COURTS FOR 10-AND-UNDER CHILDREN$10,000
OUR CHILDRENS PLACE
PO BOX 1086CHAPEL HILLNC27514OTHER CHARITYOPERATING EXPENSES$25
PARENT PROJECT MUSCULAR DYSTROPHY
401 HACKENSACK 9TH FLHACKENSACKNJ07601OTHER CHARITYOPERATING EXPENSES$1,575
PARTNERS IN HEALTH
888 COMMONWEALTH AVE 3RD FLBOSTONMA02215OTHER CHARITYOPERATING EXPENSES$2,000
PEDIATRIC CANCER FOUNDATION
PO BOX 785MAMARONECKNY10543FOUNDATIONOPERATING EXPENSES$50
PEOPLE OF FAITH AGAINST THE DEATH PENALTY
110 W MAIN ST 2-GCARRBORONC27510OTHER CHARITYOPERATING EXPENSES$25
PET SAVERS INC
632 DUDLEYSHREVEPORTLA71104OTHER CHARITYSUPPORT OF ANIMAL SHELTER$2,000
PLANNED PARENTHOOD FEDERATION
PO BOX 3258CHAPEL HILLNC27515OTHER CHARITYOPERATING EXPENSES$1,000
PLANNED PARENTHOOD OF CENTRAL NORTH CAROLINA
PO BOX 3258CHAPEL HILLNC27515OTHER CHARITYOPERATING EXPENSES$50
POLARIS PTO INC
410 PARK AVE WESTDENVERCO80205OTHER CHARITYOPEARTING EXPENSES$600
PROVIDENCE HOUSE
814 COTTON STSHREVEPORTLA71101OTHER CHARITYPROGRAM TO HOUSE HOMELESS PEOPLE IN TRANSITION$10,000
RAINBOW ALLEYGLBT CENTER
130 E COLFAXDENVERCO80215OTHER CHARITYOPERATING EXPENSES$250
REACH OUT AND TOUCH INC
804 BRITTANY LANEBOSSIER CITYLA71111OTHER CHARITYEXPAND AFTER-SCHOOL PROGRAM AND ACTIVITIES FOR LOW-INCOME CHILDREN$15,000
RED RIVER FILM SOCIETY
617 TEXAS STSHREVEPORTLA71101OTHER CHARITYCONVERT EQUIPMENT TO DIGITAL PROJECTORS$25,000
RHODES COLLEGE
2000 N PARKWAYMEMPHISTN38112SCHOOLOPERATING EXPENSES$100
RIGHT TO PLAY INC
PO BOX 4692SHREVEPORTLA71134OTHER CHARITYADDITION TO PLAY EQUIPMENT FOR DISABLED CHILDREN$10,000
RIVER CITY REPERTORY THEATRE
2829 YOUREE DR SUITE 4SHREVEPORTLA71104OTHER CHARITYOPERATING EXPENSES$6,000
RIVER OAKS ELEMENTARY PTO
2008 KIRBY DRHOUSTONTX77019OTHER CHARITYOPERATING EXPENSES$1,850
ROBINSON'S RESCUE
2515 LINE AVENUESHREVEPORTLA71104OTHER CHARITYOPERATING EXPENSES$1,500
ROBINSON'S RESCUE
2515 LINE AVENUESHREVEPORTLA71104OTHER CHARITYSURGICAL INSTRUMENTS FOR LOW COST SPAY & NEUTER PROGRAM$2,580
SALVATION ARMY
696 JACKSON AVEMEMPHISTN381052006OTHER CHARITYOPERATING EXPENSES$100
SEMESTER AT SEA
PO BOX 400885CHARLOTTESVILLEVA22904OTHER CHARITYOPERATING EXPENSES$50
SHEPHERD'S FARM CHILD DEVELOPMENT
405 HEARNE AVENUESHREVEPORTLA71103OTHER CHARITYAFTER SCHOOL AND SUMMER PROGRAM WITH AQUATICS FOR LOW INCOME CHILDREN$25,000
SHREVEPORT GREEN
3625 SOUTHERN AVESHREVEPORTLA71104OTHER CHARITYTO EXPAND EDUCATION EFFORTS TO REDUCE BLIGHT AND SLUM$15,000
SHREVEPORT METROPOLITAN BALLET
800 SPRING STSHREVEPORTLA71101OTHER CHARITYFREE DANCE INSTRUCTION AND PERFORMANCES FOR LOW INCOME STUDENTS$6,400
SHREVEPORT OPERA
212 TEXAS ST 101SHREVEPORTLA71101OTHER CHARITYANTI-BULLYING PERFORMANCES IN PUBLIC SCHOOLS$10,000
SHREVEPORT REGIONAL ARTS COUNCIL
400 CLYDE FANT PKWYSHREVEPORTLA71101OTHER CHARITYFABRICATE BIKE RACKS FOR SHREVEPORT COMMON AREAS$10,000
SIGHT SAVERS AMERICA
337 BUSINESS CIRCLEPELHAMAL35124OTHER CHARITYMAGNIFICATION EQUIPMENT FOR VISION IMPAIRED CHILDREN$11,400
SOUTHERN UNIVERSITY AT SHREVEPORT
3050 MARTIN LUTHER KINGSHREVEPORTLA71107SCHOOLHOME OWNERSHIP TRAINING, ASSIST MINORITY SUPPLIER INSTITUTE$50,000
STEVE'S CLUB NATIONAL PROGRAM
7905 BROWNING RD 202PENNSAUKENNJ08109OTHER CHARITYOPERATING EXPENSES$1,000
STUDENT U
3116 ACADEMY RDDURHAMNC27707OTHER CHARITYOPERATING EXPENSES$50
SWIM FOR SMILES FOUNDATION
210 PLD BARN LANECHAPEL HILLNC27517FOUNDATIONOPERATING EXPENSES$25
THE ALS ASSOCIATION
PO BOX 66825BATON ROUGELA70896OTHER CHARITYCARE SERVICE COORDINATOR FOR NORTH LOUISIANA$12,000
THE CEDAR GROVE COMMUNITY DEVELOPMENT CORP
8200 ST VINCENT AVESHREVEPORTLA71106OTHER CHARITYPROGRAM FOR AT RISK YOUNG MALES$15,000
THE CENTER FOR FAMILIES
864 OLIVE STREETSHREVEPORTLA71104OTHER CHARITYGENERAL SUPPORT FOR COUNSELING SERVICES FOR ALL-INCOME CLIENTS$30,000
THE CHILDREN'S HOSPITAL COLORADO
13123 EAST 16TH AVE B045AURORACO80045OTHER CHARITYOPERATING EXPENSES$1,000
THE CHILDRENS HOSPITAL COLORADO
13123 E 16TH AVE BOX 045AURORACO80045OTHER CHARITYOPERATING EXPENSES$2,800
THE GEORGE WASHINGTON UNIVERSITY
2121 EYE ST NWWASHINGTONDC20052SCHOOLOPERATING EXPENSES$25
THE HOUSTON FOOD BANK
535 PORTWALLHOUSTONTX77029OTHER CHARITYOPERATING EXPENSES$500
THE MCCALLIE SCHOOL
500 DODDS AVECHATTANOOGATN37404SCHOOLOPERATING EXPENSES$250
THE MORGAN ADAMS FOUNDATION
5303 E EVANS AVE 202DENVERCO80222FOUNDATIONOPERATING EXPENSES$1,000
THE NATL CENTER FOR FAIR AND OPEN TESTING
15 COURT SQUAREBOSTONMA02108OTHER CHARITYOPERATING EXPENSES$25
THE PHILADELPHIA CENTER
2020 CENTENARY BLVDSHREVEPORTLA71104OTHER CHARITYHIV/AIDS EDUCATION AND PREVENTION IN MINORITY COMMUNITIES$35,000
TRAINING EDUCATION AND MEDICATION
1545 LINE AVE 228SHREVEPORTLA71101OTHER CHARITYEDUCATION/ADVOCACY FOR YOUTH WITH UNIQUE LEARNING NEEDS$40,000
TRUTHOUT
PO BOX 276414SACRAMENTOCA95827OTHER CHARITYOPERATING EXPENSES$50
UNC-TV
PO BOX 14900RTPNC27709OTHER CHARITYOPERATING EXPENSES$35
UNION GENERAL HOSPITAL
901 JAMES AVEFARMERVILLELA71241OTHER CHARITYAUTOMATED MEDICINE CABINETS TO REDUCE DOSING ERRORS$10,000
UNIVERSITY OF MEMPHIS
PO BOX 100 DEPT 238MEMPHISTN38148SCHOOLOPERATING EXPENSES$6,000
UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
3451 WALNUT ST 433PHILADELPHIAPA19104SCHOOLOPERATING EXPENSES$100
USO
211 WILSON BLVDARLINGTONVA22201OTHER CHARITYOPERATING EXPENSES$100
VOLUNTEERS FOR YOUTH JUSTICE
900 JORDAN STSHREVEPORTLA71101OTHER CHARITYCONFLICT DIVERSION PROGRAMS FOR PUBLIC SCHOOL YOUNSTERS$60,000
WOODLAND PRESBYTERIAN SCHOOL
5217 PARK AVEMEMPHISTN38119SCHOOLOPERATING EXPENSES$6,200
WUNC 915 NC PUBLIC RADIO
120 FRIDAY CENTER DRCHAPEL HILLNC27517OTHER CHARITYOPERATING EXPENSES$40
YMCA OF METROPOLITAN DENVER
2625 S COLORADO BLVDDENVERCO80222OTHER CHARITYOPERATING EXPENSES$1,200
YOUTH ENRICHMENT PROGRAM
4700 LINE AVE STE 207SHREVEPORTLA71106OTHER CHARITYAFTER SCHOOL TUTORING/MENTORING PROGRAM FOR 35 LOW INCOME CHILDREN AT QUEENSBOROUGH SCHOOL$4,000
YOUTH OUTREACH SERVICES
7903 ARCADIAN SHORES DRIVESHREVEPORTLA71129OTHER CHARITYFUNDING JEWELL HOUSE IN HIGHLAND NEIGHBORHOOD, RESIDENTIAL SHELTER FOR HOMELESS FEMALE YOUTH$20,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year1031483TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$129ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$395,771ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$101,904ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$386,571ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$884,375ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA884375TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryGILBREATH, BURNS & SMATHERSCategory
Amount$4,020Amount
Net Investment Income1020NetInvestmentIncome
Disbursements Charitable Prps3000DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (4 entries)

Description Of PropertyDescriptionOfPropertyDate AcquiredDateAcquiredCost Or Other BasisCostOrOtherBasisPrior Years DepreciationPriorYearsDepreciationComputation MethodComputationMethodLifeLifeCurrent Year ExpenseCurrentYearExpenseNet Investment IncomeNetInvestmentIncome
OFFICE FURNITURE2006-02-1536322854SL7.0000000000005190
HP COMPUTER2006-03-15727727SL5.00000000000000
MS OFFICE SOFTWARE2006-03-15480480SL3.00000000000000
HP DESKTOP COMPUTER2010-08-241296389SL5.0000000000002590

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value14580044EOYBookValue
EOYFMV15201798EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Category Or ItemCategoryOrItemCost Or Other BasisCostOrOtherBasisAccumulated DepreciationAccumulatedDepreciationBook ValueBookValueEOYFMVEOYFMV
OFFICE FURNITURE36323373259259
HP COMPUTER72772700
MS OFFICE SOFTWARE48048000
HP DESKTOP COMPUTER1296648648648

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionNON-VOTING PARTNERSHIP INTERESTDescription
BOY Book Value5822416BOYBookValue
EOY Book Value5380301EOYBookValue
EOYFMV6168849EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

FieldValueIRS element (for citing)
DescriptionROUNDINGDescription
Amount$1Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
DIRECTOR & OFFICERS LIAB INS121301213
DUES & SUBSCRIPTIONS314503145
OFFICE EXPENSE278402784
ONLINE SUBSCRIPTION600006000
MEMBER COMPENSATION811908119

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncome
SECURITY LITIGATION SETTLEMENT191919
FROM K-1:BEAIRD PROP LLC(NET)101885101885101885

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryBERNSTEIN INVESTMENT MGT. FEECategory
Amount$69,211Amount
Net Investment Income69211NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
EXCISE TAX ON INVESTMENT INCOME$8,13500
FOREIGN TAX$5965960
STATE FILING FEE$500
PENALTY$4000