CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION (EIN 72-6027212)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-08
- IRS object ID
- 201123129349100502
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock 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) |
|---|---|---|
| Timestamp | 2011-11-08T08:55:06-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBREATH BURNS & SMATHERSAPAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 TRAVIS ST SUITE 600 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013163 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726027212 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 3182212823 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL STREET NO 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES R MONTGOMERY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3182218276 | Phone |
| Date Signed | 2011-11-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TUCKER SMATHERS | Name |
| Phone | 3184244093 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 22298017 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 347 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 347 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 423537 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 423537 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 59167 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 11833472 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 59167 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 867573 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 867573 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1350624 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1350624 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 80698 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 80698 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 10416 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 10416 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5995 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2995 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62298 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 62298 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 230 | InterestRevAndExpnss |
| Interest Net Invst Incm | 230 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14028 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1189 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 794 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 23520 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 23520 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25602 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25602 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 223581 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 66712 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 143236 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 820410 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 820410 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1043991 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 66712 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 963646 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 306633 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1283912 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Cash EOY | -1 | CashEOY |
| Cash EOYFMV | -1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 173535 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 216761 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 216761 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 38660 | AccountsReceivable |
| Accounts Receivable EOY | 38660 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 38660 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 46596 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 30757 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 30757 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 14433406 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 14352807 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 15765884 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 6135 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 3598 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2035 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 2537 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 2537 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 5843801 | OtherAssetsBOY |
| Other Assets EOY | 6172012 | OtherAssetsEOY |
| Other Assets EOYFMV | 6243419 | OtherAssetsEOYFMV |
| Total Assets BOY | 20499374 | TotalAssetsBOY |
| Total Assets EOY | 20813533 | TotalAssetsEOY |
| Total Assets EOYFMV | 22298017 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 2641 | AccountsPayableBOY |
| Accounts Payable EOY | 10166 | AccountsPayableEOY |
| Grants Payable BOY | 75000 | GrantsPayableBOY |
| Total Liabilities BOY | 77641 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10166 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 20346733 | UnrestrictedBOY |
| Unrestricted EOY | 20803367 | UnrestrictedEOY |
| Temporarily Restricted BOY | 75000 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 0 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 20421733 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20803367 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20499374 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20813533 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20421733 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 306633 | ExcessOfRevenueOverExpenses |
| Other Increases | 75001 | OtherIncreases |
| Subtotal | 20803367 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20803367 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 11833472 | GrossSalesPrice |
| Cost Or Other Basis | 11774305 | CostOrOtherBasis |
| Gain Or Loss | 59167 | GainOrLoss |
| Gains Minus Excess Or Losses | 59167 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 59167 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 743358 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20890741 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035583 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 565751 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 15772958 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035868 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 548140 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11211987 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048889 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 496765 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10754746 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046190 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 201691 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9704047 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.020784 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.187314 | TotalDistributionRatio |
| Average Distribution Ratio | 0.037463 | AverageDistributionRatio |
| Net Noncharitable Assets | 20713376 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 775985 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 12839 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 788824 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 963646 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 12839 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 12839 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 12839 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 43596 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 43596 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 30757 | Overpayment |
| Amount Credited To Next Year | 30757 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BEAIRDFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3182212823 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL STREET NO 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUSAN BEAIRD | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| LESLIE DARR | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | VICE-PRESIDENT | 2.00 | 0 | 0 | 0 |
| SUSAN SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | SECRETARY | 0.50 | 0 | 0 | 0 |
| JOHN BEAIRD | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | TREASURER | 1.00 | 0 | 0 | 0 |
| MARJORIE SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JENNIFER MCCORMICK | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| BEN MCCORMICK | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| KATIE SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| DAVID SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JAMES R MONTGOMERY | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | EXECUTIVE DIRECTOR | 40.00 | 80698 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 14545417 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 155074 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6328317 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21028808 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 21028808 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 315432 | CashDeemedCharitable |
| Net Noncharitable Assets | 20713376 | NetNoncharitableAssets |
| Minimum Investment Return | 1035669 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1035669 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12839 | TaxBasedOnInvestmentIncome |
| Total Tax | 12839 | TotalTax |
| Distributable Amount Before Adj | 1022830 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1022830 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1022830 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 963646 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 963646 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 12839 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 950807 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1022830 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 944493 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 963646 | QualifyingDistributions |
| Applied To Year1 | 944493 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19153 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 1003677 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES R MONTGOMERY EXECUTIVE DIRECT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST SUITE 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3182218276 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION FORM IS AVAILABLE ON WEBSITE AT WWW.BEAIARDFOUNDATION.ORG. MUST USE THIS FORM AND SUBMIT ON-LINE AT THIS WEBSITE. | FormAndInfoAndMaterials |
| Submission Deadlines | SEMI-ANNUAL DEADLINES: MARCH 1ST AND SEPTEMBER 1ST | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT-BOSSIER CITY AREA OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS TO INDIVIDUALS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (104 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ACADEMY OF CHILDREN'S THEATRE | |||||||
| 807 SLATTERY BOULEVARD | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | SCHOLARSHIPS FOR LOW-INCOME YOUTH | $13,100 |
| ACCION TEXAS-LOUISIANA | |||||||
| 2014 S HACKBERRY ST | SAN ANTONIO | TX | 78210 | N/A | OTHER CHARITY | MICRO-LENDING PROGRAM FOR SHREVEPORT AREA | $75,000 |
| ACLU FOUNDATION OF LOUISIANA | |||||||
| PO BOX 56157 | NEW ORLEANS | LA | 70112 | N/A | OTHER CHARITY | RESIDENT FIELD COORDINATOR'S SALARY | $20,000 |
| ACLU OF NC FOUNDATION | |||||||
| PO BOX 28004 | RALEIGH | NC | 276118004 | N/A | OTHER CHARITY | OPERATING EXPENSES | $25 |
| AIDS LAW OF LOUISIANA INC | |||||||
| 3801 CANAL ST STE 331 | NEW ORLEANS | LA | 70119 | N/A | OTHER CHARITY | SUPPORT FREE LEGAL SERVICES TO PERSONS WITH AIDS | $8,500 |
| AMERICAN UNIVERSITY | |||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | SCHOOL | OPERATING EXPENSES | $20 |
| ANN SAGLE USO DONOR SERVICES | |||||||
| 2111 WILSON BLVD STE 1200 | ARLINGTON | VA | 22201 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| AQUATIC & WILDLIFE EDUCATION FOUNDATION | |||||||
| 58 TURNBURY DRIVE | BOSSIER CITY | LA | 71111 | N/A | OTHER CHARITY | COMPUTERS & SOFTWARE FOR ENVIRONMENTAL EDUCATION | $2,500 |
| AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY | |||||||
| 100 EAST 27TH ST | AUSTIN | TX | 787055797 | N/A | SCHOOL | OPERATING EXPENSES | $3,000 |
| BLUFF LAKE NATURE CENTER | |||||||
| 9801 E COLFAX AVE 100 | AURORA | CO | 80010 | N/A | OPERATING FOUNDATION | ENVIRONMENTAL EDUCATION FOR LOW-INCOME CHILDREN | $5,000 |
| BLUFF LAKE NATURE CENTER | |||||||
| 9801 E COLFAX AVE 100 | AURORA | CO | 80010 | N/A | OPERATING FOUNDATION | ENVIRONMENTAL EDUCATION FOR LOW-INCOME CHILDREN | $500 |
| BULL CITY FORWARD | |||||||
| 101 WEST MAIN STREET | DURHAM | NC | 27701 | N/A | OTHER CHARITY | DEVELOP MODEL OF "SOCIAL ENTREPRENEURSHIP" | $25,000 |
| CAROLINA FRIENDS SCHOOL | |||||||
| 4809 FRIENDS SCHOOL ROAD | DURHAM | NC | 27705 | N/A | SCHOOL | PROVIDE TUITION AND SALARY ASSISTANCE | $1,400 |
| CENTRAL PARK SCHOOL FOR CHILDREN | |||||||
| 724 FOSTER ST | DURHAM | NC | 27701 | N/A | SCHOOL | SUPPORT OF SUNSHINE FUND AT SCHOOL | $1,150 |
| CHERRY CREEK SCHOOL FOUNDATION | |||||||
| 4700 YOSEMITE STREET | GREENWOOD VILLAGE | CO | 80111 | N/A | SCHOOL | OPERATING EXPENSES | $9,983 |
| CHILDREN'S ALLIANCE | |||||||
| 718 6TH AVENUE SOUTH | SEATTLE | WA | 98101 | N/A | OTHER CHARITY | OPERATING EXPENSES | $1,000 |
| CHILDREN'S HOSPITAL FOUNDATION OF DENVER | |||||||
| 13123 EAST 16TH AVE B045 | AURORA | CO | 80045 | N/A | OTHER CHARITY | PROGRAM: "CLIMBING FOR KINDS" | $1,000 |
| CHILDREN'S HOSPITAL FOUNDATION OF DENVER | |||||||
| 13123 EAST 16TH AVE B045 | AURORA | CO | 80045 | N/A | OTHER CHARITY | HEALTHCARE FOR CHILDREN IN WESTERN STATES | $2,200 |
| CHRISTUS SCHUMPERT FOUNDATION | |||||||
| ONE SAINT MARY PLACE | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | RISK-REDUCTION FOR PREGNANT TEENAGERS | $10,000 |
| COASTAL CONSERVATION ASSOCIATION | |||||||
| 6919 PORTWEST STE 100 | HOUSTON | TX | 77024 | N/A | OTHER CHARITY | OPERATING EXPENSES | $16 |
| COHABITAT FOUNDATION INC | |||||||
| 610 COMMERCE STREET | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | EXPAND CO-WORKING SPACE FOR SMALL BUSINESS | $50,000 |
| COLFAX COMMUNITY NETWORK INC | |||||||
| 1585 KINGSTON STREET | AURORA | CO | 80010 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| COLORADO STORM SOCCER | |||||||
| 7002 S REVERE PKWYSTE 60 | CENTENNIAL | CO | 80112 | N/A | OTHER CHARITY | OPERATING EXPENSES | $2,175 |
| COMMON GROUND COMMUNITY INC | |||||||
| 4830 LINE AVENUE 117 | SHREVEPORT | LA | 71106 | N/A | OTHER CHARITY | RENOVATE BLDG. FOR FOOD/SUPPORT VOLUNTEER ORG. | $10,000 |
| COMMUNITY FOUNDATION OF NORTH LOUISIANA | |||||||
| 401 EDWARDS STREET STE 105 | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | FUNDING GRANTS TO VARIOUS NON-PROFITS | $150,000 |
| CORNELL UNIVERSITY OFFICE OF ALUMNI AFFAIRS | |||||||
| 130 EAST SENECA STREET | ITHACA | NY | 14850 | N/A | SCHOOL | OPERATING EXPENSES | $25 |
| CUB SCOUTS PACK 55 DENVER AREA BOY SCOUTS | |||||||
| 70 MEADE LANE | CHERRY HILLS VILLAGE | CO | 80113 | N/A | OTHER CHARITY | OPERATING EXPENSES | $1,650 |
| DELTA WATERFOWL FOUNDATION | |||||||
| PO BOX 3128 | BISMARK | ND | 58502 | N/A | OTHER CHARITY | OPERATING EXPENSES | $40 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 1821 GREEN ST | DURHAM | NC | 27705 | N/A | OTHER CHARITY | TRAIN YOUTH IN WORKINGS OF DEMOCRACY | $1,000 |
| DENVER CITY LAX | |||||||
| 1106 COLUMBINE STREET | DENVER | CO | 80206 | N/A | OTHER CHARITY | OPERATING EXPENSES | $1,000 |
| DENVER MUSEUM OF CONTEMPORARY ART | |||||||
| 1485 DELGANY STREET | DENVER | CO | 80202 | N/A | OTHER CHARITY | OPERATING EXPENSES | $250 |
| DENVER PUBLIC SCHOOL FOUNDATION | |||||||
| 900 GRANT STREET STE 503 | DENVER | CO | 80203 | N/A | SCHOOL | OPERATING EXPENSES | $3,850 |
| DURHAM CROP WALK CO CHURCH WORLD SERVICE | |||||||
| PO BOX 968 | ELKHART | IN | 46515 | N/A | OTHER CHARITY | OPERATING EXPENSES | $10 |
| FOOD ALLERGY & ANAPHYLAXIS NETWORK | |||||||
| 11781 LEE JACKSON HWY 160 | FAIRFAX | VA | 22033 | N/A | OTHER CHARITY | HOUSTON TX WALK FOR FOOD | $1,000 |
| FULLER CENTER FOR HOUSING OF NW LA | |||||||
| PO BOX 3173 | SHREVEPORT | LA | 71133 | N/A | OTHER CHARITY | RENOVATE BLDG. FOR GROCERY IN ALLENDALE | $30,000 |
| GERMANTOWN PRESBYTERIAN CHURCH | |||||||
| 2363 GERMANTOWN RD S | GERMANTOWN | TN | 38138 | N/A | OTHER CHARITY | OPERATING EXPENSES | $1,800 |
| GINGERBREAD HOUSE | |||||||
| 1700 BUCKNER SQ STE 101 | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | CHILD VICTIMS OF SEXUAL & PHYSICAL ASSAULT | $30,000 |
| GOODWILL INDUSTRIES OF MEMPHIS | |||||||
| 6899 STAGE ROAD | MEMPHIS | TN | 38101 | N/A | OTHER CHARITY | OPERATING EXPENSES | $1,000 |
| HABITAT FOR HUMANITY OF DURHAM NC | |||||||
| 215 N CHURCH ST | DURHAM | NC | 27701 | N/A | OTHER CHARITY | ROBERT DAYE HOUSE | $500 |
| HAITI MEDICAL MISSIONS OF MEMPHIS | |||||||
| 1779 KIRBY PKWY 1 BOX 319 | MEMPHIS | TN | 38119 | N/A | OTHER CHARITY | OPERATING EXPENSES | $2,000 |
| HEROES FOR CHILDREN | |||||||
| 1701 N COLLINS STE 240 | RICHARDSON | TX | 75080 | N/A | OTHER CHARITY | OPERATING EXPENSES | $500 |
| HEROES FOR CHILDREN | |||||||
| 1701 N COLLINS STE 240 | RICHARDSON | TX | 75080 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| HOUSTON FOOD BANK | |||||||
| 3811 EASTEX FREEWAY | HOUSTON | TX | 77026 | N/A | OTHER CHARITY | FOR "BACKPACK BUDDY" CLUB | $1,000 |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICES | |||||||
| 110 W MAIN STREET | CARRBORO | NC | 27510 | N/A | OTHER CHARITY | OPERATING EXPENSES | $500 |
| JEWISH FAMILY SERVICES | |||||||
| 3201 SO TAMARAC DRIVE | DENVER | CO | 80231 | N/A | OTHER CHARITY | OPERATING EXPENSES | $250 |
| JUDI'S HOUSE | |||||||
| 1741 GAYLORD ST | DENVER | CO | 80206 | N/A | OTHER CHARITY | PROGRAM FOR GRIEVING CHILDREN | $250 |
| KIDS VOTING DURHAM | |||||||
| 721 FOSTER ST | DURHAM | NC | 27701 | N/A | OTHER CHARITY | EDUCATE CHILDREN ABOUT VOTING & ELECTIONS | $500 |
| LA ENDOWMENT FOR THE HUMANITIES | |||||||
| 938 LAFAYETTE ST STE 300 | NEW ORLEANS | LA | 70113 | N/A | OTHER CHARITY | LITERACY PROGRAMS | $15,000 |
| LAKE COMMUNITY DEVELOPMENT CORP | |||||||
| 2842 MLK DRIVE | SHREVEPORT | LA | 71107 | N/A | OTHER CHARITY | FEMALE RESIDENTIAL SHELTER AGES 13-21 | $20,000 |
| LITERACY VOLUNTEERS AT CENTENARY COLLEGE | |||||||
| 2911 CENTENARY BLVDPO BOX 41188 | SHREVEPORT | LA | 711341188 | N/A | OTHER CHARITY | ADULT HEALTH LITERACY PROGRAM | $7,000 |
| LITTLE KIDS ROCK | |||||||
| 632 POMPTON AVE SUITE 2 | CEDAR GROVE | NJ | 07009 | N/A | OTHER CHARITY | TRAIN MUSIC TEACHERS, PROVIDE 500 GUITARS | $10,000 |
| LOUISIANA ASSN OF NONPROFIT ORGANIZATIONS NORTH | |||||||
| 2924 KNIGHT ST SUITE 406 | SHREVEPORT | LA | 71105 | N/A | OTHER CHARITY | PROGRAMS TO STRENGTHEN NON-PROFIT ORGANIZATIONS | $35,000 |
| MACEDONIA COUNSELING CENTER | |||||||
| 1618 REX STREET | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | JOB COUNSELING | $17,000 |
| MACULAR DEGENERATION FDNAM HEALTH ASSISTANCE FDN | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1780 MORIAH WOODS BLVD | MEMPHIS | TN | 38117 | N/A | OPERATING FOUNDATION | PROVIDE UP-LIFTING EXPERIENCES FOR DYING CHILDREN | $150 |
| MCCALLIE SCHOOL | |||||||
| 500 D0DDS AVE | MEMPHIS | TN | 37404 | N/A | SCHOOL | OPERATING EXPENSES | $100 |
| MEMPHIS UNION MISSION | |||||||
| PO BOX 1938 | MEMPHIS | TN | 38101 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| MEMPHIS UNIVERSITY SCHOOL | |||||||
| 6191 PARK AVE | MEMPHIS | TN | 38119 | N/A | SCHOOL | OPERATING EXPENSES | $1,150 |
| MID SOUTH FOOD BANK | |||||||
| 239 SOUTH DUDLEY | MEMPHIS | TN | 38104 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| MIRACLES ON ICE-HOWARD FAMILY FOUNDATION | |||||||
| 9 WATERSIDE TERRACE | ENGLEWOOD | CO | 80113 | N/A | OTHER CHARITY | CAMP FOR INNER CITY YOUTH | $125 |
| MISSION HILLS EARLY LEARNING CENTER | |||||||
| 5859 S UNIVERSITY BLVD | GREENWOOD VILLAGE | CO | 80121 | N/A | SCHOOL | OPERATING EXPENSES | $888 |
| MULTICULTURAL CENTER OF THE SOUTH | |||||||
| 520 SPRING STREET | SHREVEPORT | LA | 711010305 | N/A | OTHER CHARITY | CROSS-CULTURAL EDUCATION PROGRAM | $15,000 |
| NC MUSEUM OF ART | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 276994630 | N/A | OTHER CHARITY | OPERATING EXPENSES | $75 |
| NEHAUS EDUCATION CENTER | |||||||
| 4433 BISSONET | BELLAIRE | TX | 77401 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| NORTH CENTRAL LA ARTS COUNCIL | |||||||
| 212 N VIENNA | RUSTON | LA | 71273 | N/A | OTHER CHARITY | OPERATING EXPENSES | $10,000 |
| ODYSSEY SCHOOL | |||||||
| 8750 E 28TH | DENVER | CO | 80238 | N/A | SCHOOL | OPERATING EXPENSES | $250 |
| ONE GREAT RIVER | |||||||
| PO BOX 44349 | SHREVEPORT | LA | 711344349 | N/A | OTHER CHARITY | YOUTH OUTDOOR LEADERSHIP PROGRAMS | $7,500 |
| ONE GREAT RIVER | |||||||
| PO BOX 44349 | SHREVEPORT | LA | 711344349 | N/A | OTHER CHARITY | OPERATING EXPENSES | $20,700 |
| PAMOJA ART SOCIETY | |||||||
| 3806 LINWOOD AVENUE | SHREVEPORT | LA | 71103 | N/A | OTHER CHARITY | AFRICAN/AMERICAN ART PROJECT | $2,500 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | OTHER CHARITY | HAITI RELIEF | $2,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | N/A | OTHER CHARITY | HAITI RELIEF | $2,000 |
| PEDIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| PLANNED PARENTHOOD OF CENTAL NORTH CAROLINA | |||||||
| PO BOX 3258 | CHAPEL HILL | NC | 27515 | N/A | OTHER CHARITY | EXPANSION CAMPAIGN FOR FAMILY HEALTH PROGRAMS | $1,000 |
| POLARIS AT EBERT | |||||||
| 410 PARK AVENUE WEST | DENVER | CO | 80205 | N/A | OTHER CHARITY | OPERATING EXPENSES | $150 |
| POLARIS AT EBERT | |||||||
| 410 PARK AVENUE WEST | DENVER | CO | 80205 | N/A | OTHER CHARITY | OPERATING EXPENSES | $150 |
| QUAKER LANE COOPERATIVE NURSERY SCHOOL | |||||||
| 144 SOUTH QUAKER LANE | WEST HARTFORD | CT | 06119 | N/A | SCHOOL | OPERATING EXPENSES | $456 |
| RED RIVER FILM SOCIETY DBA ROBINSON FILM CENTER | |||||||
| 617 TEXAS ST | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | ATTRACT FILM PRODUCTION TO NORTH LA | $15,000 |
| RED RIVER REVEL ARTS FESTIVAL | |||||||
| 101 CROCKETT STREET STE C | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | ARTS EDUCATION FOR PUBLIC SCHOOL STUDENTS | $6,000 |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHIS | TN | 38112 | N/A | SCHOOL | OPERATING EXPENSES | $150 |
| RIVER CITY REPERTORY THEATRE | |||||||
| 2829 YOUREE DR SUITE 4 | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | THEATRICAL PRODUCTIONS | $15,000 |
| RIVER CITY REPERTORY THEATRE | |||||||
| 2829 YOUREE DR SUITE 4 | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | THEATRICAL PRODUCTIONS | $2,000 |
| RIVER CITY REPERTORY THEATRE | |||||||
| 2829 YOUREE DR SUITE 4 | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | THEATRICAL PRODUCTIONS | $2,000 |
| RIVER OAKS ELEMENTARY PTO | |||||||
| 2008 KIRBY DR | HOUSTON | TX | 77019 | N/A | OTHER CHARITY | OPERATING EXPENSES | $2,200 |
| ROBINSON'S RESCUE | |||||||
| 504 EAST KINGS HIGHWAY | SHREVEPORT | LA | 71105 | N/A | OTHER CHARITY | TRANSPORT FROM LOW-INCOME AREA TO SPAY/NEUTER CLINIC | $5,200 |
| SALVATION ARMY | |||||||
| 696 JACKSON AVE | MEMPHIS | TN | 381052006 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| SCI-PORT LA SCIENCE CENTER | |||||||
| 820 CLYDE FANT PARKWAY | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | "SUSTAINABLE CHOICES" TRAVELING EXHIBIT TO SCHOOLS | $15,000 |
| SEARCH HOMELESS SERVIES | |||||||
| 2505 FANNIN | HOUSTON | TX | 77002 | N/A | OTHER CHARITY | FOR "HOUSE OF TINY TREASURES" PROGRAM | $500 |
| SHEPHERD'S FARM CHILD DEVELOPMENT | |||||||
| 405 HEARNE AVENUE | SHREVEPORT | LA | 71103 | N/A | OTHER CHARITY | MUSIC LEARNING CTR. FOR LOW-INCOME YOUTH | $20,000 |
| SHREVEPORT REGIONAL ARTS COUNCIL | |||||||
| 400 CLYDE FANT PARKWAY | SHREVEPORT | LA | 71101 | N/A | OTHER CHARITY | RENOVATE SRAC'S ADM & ARTS BUILDING | $25,000 |
| SMALL STEPS NUTURING CENTER | |||||||
| 2902 JENSEN DRIVE | HOUSTON | TX | 77026 | N/A | OTHER CHARITY | OPERATING EXPENSES | $50 |
| ST CATHERINE COMMUNITY CENTER | |||||||
| 331 EAST 71ST ST | SHREVEPORT | LA | 711064305 | N/A | OTHER CHARITY | AFTER SCHOOL PROGRAM FOR CHILDREN | $15,000 |
| SUPPORT FOR HUMANITARIANISMINTERCONTINENTAL PROJECTS | |||||||
| 5522 E MEADOW DRIVE | BOSSIER CITY | LA | 71112 | N/A | OTHER CHARITY | PROGRAM FOR HEALTH CARE PROVIDERS | $5,000 |
| SWIM FOR SMILES | |||||||
| 210 OLD BARN LANE | CHAPEL HILL | NC | 27517 | N/A | OTHER CHARITY | OPERATING EXPENSES | $25 |
| THE CENTER FOR FAMILIES | |||||||
| 864 OLIVE STREET | SHREVEPORT | LA | 71104 | N/A | OTHER CHARITY | COUNSELING FOR LOW-INCOME AT-RISK YOUTH FAMILIES | $12,000 |
| THEATRE OF THE PERFORMING ARTS OF SHREVEPORT | |||||||
| PO BOX 37404 | SHREVEPORT | LA | 711337404 | N/A | OTHER CHARITY | ARTS EDUCATION FOR LOW-INCOME YOUTH | $5,000 |
| TRIANGLE FUTBOL CLUB | |||||||
| 431 US HWY 70 A EAST | HILLSBOROUGH | NC | 27278 | N/A | OTHER CHARITY | OPERATING EXPENSES | $887 |
| TRUTHOUT | |||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | N/A | OTHER CHARITY | SUPPORT INDEPENDENT NEWS COVERAGE | $500 |
| TURNING-POINT SERVICES INC | |||||||
| 3719 LAKESHORE DRIVE | SHREVEPORT | LA | 71109 | N/A | OTHER CHARITY | VAN FOR PROJECT "CHOICE" IN QUEENSBOROUGH | $27,000 |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| PO BOX 1000 | MEMPHIS | TN | 38148 | N/A | OTHER CHARITY | OPERATING EXPENSES | $5,000 |
| UNIVERSITY OF PENNSYLVANIA LAW SCHOOL | |||||||
| 3400 CHESNUT ST | PHILADELPHIA | PA | 19104 | N/A | SCHOOL | OPERATING EXPENSES | $25 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | N/A | SCHOOL | OPERATING EXPENSES | $135 |
| WHITE HOUSE PROJECT - COLORADO | |||||||
| 1509 YORK STREET 21 | DENVER | CO | 80206 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| WUNC PUBLIC RADIO | |||||||
| 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | N/A | OTHER CHARITY | OPERATING EXPENSES | $100 |
| YOUTH ENRICHMENT PROGRAM | |||||||
| 4700 LINE AVE STE 207 | SHREVEPORT | LA | 71106 | N/A | OTHER CHARITY | EDUCATIONAL AFTER SCHOOL PROGRAM FOR LOW-INCOME | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 820410 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $347 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $423,537 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $867,573 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $59,167 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,350,624 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1350624 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GILBREATH, BURNS & SMATHERS | Category |
| Amount | $5,995 | Amount |
| Net Investment Income | 2995 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2006-02-15 | 3632 | 1816 | SL | 7.000000000000 | 519 | 0 |
| HP COMPUTER | 2006-03-15 | 727 | 508 | SL | 5.000000000000 | 145 | 0 |
| MS OFFICE SOFTWARE | 2006-03-15 | 480 | 480 | SL | 3.000000000000 | 0 | 0 |
| HP DESKTOP COMPUTER | 2010-08-24 | 1296 | SL | 5.000000000000 | 130 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 14352807 | EOYBookValue |
| EOYFMV | 15765884 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| OFFICE FURNITURE | 3632 | 2335 | 1297 | 0 |
| HP COMPUTER | 727 | 653 | 74 | 0 |
| MS OFFICE SOFTWARE | 480 | 480 | 0 | |
| HP DESKTOP COMPUTER | 1296 | 130 | 1166 | 0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-VOTING PARTNERSHIP INTEREST | Description |
| BOY Book Value | 5843801 | BOYBookValue |
| EOY Book Value | 6172012 | EOYBookValue |
| EOYFMV | 6243419 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DIRECTOR & OFFICERS LIAB INS | 1294 | 0 | 1294 |
| DUES & SUBSCRIPTIONS | 9325 | 0 | 9325 |
| OFFICE EXPENSE | 3143 | 0 | 3143 |
| WEBSITE EXPENSE | 100 | 0 | 100 |
| MEMBER COMPENSATION | 11740 | 0 | 11740 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SECURITIES LITGIATION SETTLEMENTS | 459 | 459 | 459 |
| FROM K-1:BEAIRD PROP LLC (NET INVESTMENT INCOME)72-1379082 | 867114 | 867114 | 867114 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHANGE IN GRANTS PAYABLE | $75,000 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERNSTEIN INVESTMENT MGT. FEES | Category |
| Amount | $62,298 | Amount |
| Net Investment Income | 62298 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $12,839 | 0 | 0 |
| FOREIGN TAX | $1,189 | 1189 | 0 |