BEN E FACTOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEN E FACTOR FOUNDATION (EIN 72-1086995)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202421309349100217
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T08:54:37-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273982261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOUDREAUX & HEBERT CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 HUGH WALLIS RD S STE 205 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705082544 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721086995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEN E FACTOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 3373766254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 WILREE DRIVE | AddressLine1Txt |
| City | NEW IBERIA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70560 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT N WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3373807931 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT N | PersonFirstNm |
| Person Last | WHITE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIE C BOUDREAUX CPA | PreparerPersonNm |
| PTIN | P01285887 | PTIN |
| Phone | 3372369992 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,367,033 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $411,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $411,919 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $342,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,333,978 | GrossSalesPriceAmt |
| Total Rev And Expnss | $757,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $414,765 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,850 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,932 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,028 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,878 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,391,236 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,391,236 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,398,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,878 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,391,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$640,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $411,887 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $864,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $621,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $621,533 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,174,838 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,745,500 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,745,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,039,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,367,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,367,033 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,039,169 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,367,033 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,039,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,367,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,039,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,367,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,039,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$640,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $968,695 | OtherIncreasesAmt |
| Subtotal | $17,367,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,367,033 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,725 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,725 | SubtotalAmt |
| Tax Based On Investment Income | $5,725 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT N WHITE | IndividualWithBooksNm |
| Phone | 3373766254 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 WILREE | AddressLine1Txt |
| City | NEW IBERIA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70563 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| ANNETTE F WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KEITH WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | $0 | $0 | $0 |
| R MARC WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,449,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $588,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,038,118 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,038,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,782,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $839,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $839,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,725 | TotalTaxAmt |
| Distributable Before Adj | $833,402 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $833,402 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $833,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,391,236 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,391,236 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $833,402 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $113,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $833,309 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $737,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $74,212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,758,871 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,391,236 | QualifyingDistributionsAmt |
| Applied To Current Year | $833,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $557,834 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,316,705 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $113,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,202,841 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $833,309 | ExcessFromYear4Amt |
| Excess From Year3 | $737,486 | ExcessFromYear3Amt |
| Excess From Year1 | $74,212 | ExcessFromYear1Amt |
| Excess From Current Year | $557,834 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNETTE F WHITE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10555 | AddressLine1Txt |
| City | NEW IBERIA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 705620555 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3373653756 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITTEN FORM WITH DETAIL EXPLANATIONS OF CHARITABLE ACTIVITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED CONTINUOUSLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONTRIBUTIONS ARE LIMITED TO ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECT. 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADIAN BAPTIST CENTER | |||||||
| 1202 ACADEMY DRIVE | EUNICE | LA | 70535 | NONE | CHARITABLE | BAPTIST CHURCH | $15,000 |
| BIBLE LEAGUE INTERNATIONAL | |||||||
| 1 BIBLE LEAGUE PLAZA | CRETE | IL | 60417 | NONE | CHARITABLE | GLOBAL MINISTRY WORK | $12,000 |
| AMERICAN CENTER FOR LAW | |||||||
| PO BOX 450349 | ATLANTA | GA | 31145 | NONE | CHARITABLE | RELIGIOUS FREEDOM | $7,000 |
| AMERICAN FAMILY ASSOC | |||||||
| PO DRAWER 2440 | TUPELO | MS | 38803 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $40,000 |
| AMERICAN HEART ASSOC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | CHARITABLE | EDUCATION OF HEART HEALTH | $2,000 |
| BILLY GRAHAM EVANGELISTIC ASSOC | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | CHARITABLE | PROCLAIM THE GOSPEL OF JESUS | $10,000 |
| BRIDGES FOR PEACE | |||||||
| PO BOX 410037 | MELBOURNE | FL | 32941 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $7,000 |
| CAPITOL MINISTRIES | |||||||
| 1894 HIGHWAY 50E 4-117 | CARSON CITY | NV | 89701 | NONE | CHARITABLE | DELIVERING GOSPEL TO POLITICAL LEADE | $8,000 |
| CASA OF THE 16TH JDC | |||||||
| 121 W PERSHING ST STE | NEW IBERIA | LA | 70562 | NONE | CHARITABLE | ASSIST ABUSED CHILDREN | $2,000 |
| DISABLE AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | CHARITABLE | ASSIST DISABLE VETERANS | $2,000 |
| EIGHT DAYS OF HOPE | |||||||
| PO BOX 3208 | TUPELO | MS | 38803 | NONE | CHARITABLE | HELP REBUILD AFTER DISASTERS | $18,000 |
| FAMILY TALK | |||||||
| 540 ELKTON DRIVE STE 201 | COLORADO SPRINGS | CO | 80907 | NONE | CHARITABLE | SUPPORTS MARRIAGE, FAMILY | $4,000 |
| GOSPEL LAKES MINISTRY | |||||||
| PO BOX 67 | NEW WAVERLY | TX | 77358 | NONE | CHARITABLE | CAMP FOR INNER CITY KIDS | $20,000 |
| COMPASSION INTERNATIONAL | |||||||
| COMPASSION INTERNATIONAL | COLORADO SPRINGS | CO | 80997 | NONE | CHARITABLE | UNDERPRIVELEDGE CHILDREN | $12,000 |
| HIGHLAND BAPTIST SCHOOL | |||||||
| 708 ANGERS STREET | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | RELIGIOUS EDUCATION | $240,000 |
| HOSPICE OF ACADIANA | |||||||
| 2600 JOHNSTON STREET | LAFAYETTE | LA | 70503 | NONE | CHARITABLE | HOSPICE CARE IN ACADIANA AREA | $8,100 |
| IBERIA HOMELESS SHELTER | |||||||
| 307 ROBERTSON STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | SHELTER FOR HOMELESS INDIVIDUALS | $12,000 |
| INDIA PARTNERS | |||||||
| PO BOX 5470 | EUGENE | OR | 97405 | NONE | CHARITABLE | ASSISTING THE POOR OF INDIA | $125,000 |
| LA BAPTIST CHILDREN'S HOM | |||||||
| PO BOX 4196 | MONROE | LA | 71211 | NONE | CHARITABLE | ASSIST CHILDREN & FAMILIES IN NEED | $11,000 |
| LOUISIANA CHRISTIAN UNIVERSITY | |||||||
| 1140 COLLEGE DRIVE | PINEVILLE | LA | 71360 | NONE | CHARITABLE | BAPTIST COLLEGE EDUCATION | $75,000 |
| MD ANDERSON CANCER CTR | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | CHARITABLE | CANCER RESEARCH | $5,000 |
| MARANATHA EVANGELESTIC MINISTRIES | |||||||
| 224 AL GIST ROAD | LONGVILLE | LA | 70652 | NONE | CHARITABLE | CHRIST-CENTERED MINISTRY | $5,000 |
| MISSION PREBORN | |||||||
| PO BOX 78221 | INDIANAPOLIS | IN | 46278 | NONE | CHARITABLE | EQUIPING PREGNANCY CLINICS | $35,000 |
| PROCLAIMING THE GOSPEL | |||||||
| PO BOX 940871 | PLANO | TX | 75023 | NONE | CHARITABLE | PROCLAIMING THE GOSPEL | $4,000 |
| RADIO BIBLE CLASS | |||||||
| PO BOX 2222 | GRAND RAPIDS | MI | 49501 | NONE | CHARITABLE | RADIO BIBLE SHOW | $3,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | CHARITABLE | PROVIDE AID TO HURTING PEOPLE | $480,000 |
| SOCIAL SERVICE CENTER | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $18,000 |
| SOLOMON HOUSE | |||||||
| 635 ANGIER AVE NE | ATLANTA | GA | 30308 | NONE | CHARITABLE | TRANSITIONAL HOME | $8,000 |
| ST FRANCIS DINER | |||||||
| 1201 S HOPKINS STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | MEALS FOR HOMELESS | $15,000 |
| ST JUDES CHILDRENS RESEARCH HOSPIT | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | CHARITABLE | CHILDREN MEDICAL RESEARCH | $15,000 |
| THE GIDEON'S INTERNATIONA | |||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | CHARITABLE | MISSIONARY WORK | $4,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | CHARITABLE | RESEARCH & EDUCATIONAL INSTITUTE | $7,500 |
| THE MAIL BOX CLUB | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31602 | NONE | CHARITABLE | BIBLE CORRESPONDENCE EDUCATION | $4,000 |
| THE UNEXPECTED PREGNANCY CENTER | |||||||
| 117 E PERSHING STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | HELP WITH UNPLANNED PREGNANCIES | $7,000 |
| THE VOICE OF THE MARTYRS | |||||||
| 1815 SE BISON ROAD | BARTLESVILLE | OK | 74006 | NONE | CHARITABLE | SERVE PERSECUTED CHRISTIANS | $18,000 |
| ZION'S HOPE | |||||||
| PO BOX 121048 | CLERMONT | FL | 34711 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $20,000 |
| NEW ORLEANS BAPTIST THEOLOGICAL SEM | |||||||
| 3939 GENTILLY BLVD | NEW ORLEANS | LA | 70126 | NONE | CHARITABLE | THEOLOGICAL EDUCATION | $100,000 |
| DISCOVER CARD - AMBER HOLEMAN | |||||||
| PO BOX 6103 | CAROL STREAM | IL | 60187 | NONE | INDINGENT | PAY-OFF CREDIT CARD DEBT | $1,805 |
| BARCLAY CARD SVCS - AMBER HOLEMAN | |||||||
| PO BOX 8802 | WILMINGTON | DE | 19899 | NONE | INDINGENT | PAY-OFF CREDIT CARD DEBT | $510 |
| REPUBLIC TRASH - AMBER HOLEMAN | |||||||
| 201 MIRE STREET | SCOTT | LA | 70583 | NONE | INDINGENT | PAY UTILITY BILL. | $318 |
| CAPITAL ONE - AMBER HOLEMAN | |||||||
| PO BOX 30285 | SALT LAKE CITY | UT | 84130 | NONE | INDINGENT | PAY-OFF CREDIT CARD DEBT | $3,398 |
| SANTANDER - AMBER HOLEMAN | |||||||
| PO BOX 660633 | DALLAS | TX | 75266 | NONE | INDIGENT | PAY OFF AUTO LOAN | $6,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,391,236 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,846 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $411,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $342,450 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $414,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $342,450 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $757,215 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,850 | Amt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DOMINION ENERGY INC. | 2020-05 | PURCHASE | 2023-06 | $134,351 | $204,174 | -$69,823 |
| SPDR GOLD SHARES ETF | PURCHASE | $1,199,627 | $787,354 | $412,273 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVIC | $1,768,920 | $1,768,920 |
| AFLAC, INC. | $825,000 | $825,000 |
| ATMOS ENERGY CORP | $762,854 | $762,854 |
| COCA COLA COMPANY | $982,481 | $982,481 |
| COLGATE-PALMOLIVE CO | $879,680 | $879,680 |
| CONSOLIDATED EDISON INC | $955,094 | $955,094 |
| DOMINION ENERGY, INC. | ||
| DUKE ENERGY CORP NEW | $1,572,436 | $1,572,436 |
| EXXON MOBIL CORPORATION | $1,149,770 | $1,149,770 |
| GENERAL MILLS INC | $677,195 | $677,195 |
| JOHN DEERE & CO | $679,779 | $679,779 |
| JOHNSON & JOHNSON | $1,136,992 | $1,136,992 |
| SPDR GOLD TRUST | $745,754 | $745,754 |
| VANGUARD INTERIM INDEX AD | $1,270,683 | $1,270,683 |
| VANGUARD LONG TERM TRSY | $766,051 | $766,051 |
| BROADCOM, INC. | $915,325 | $915,325 |
| VANGUARD TOTAL STOCK | $974,974 | $974,974 |
| INTERNATIONAL PAPER | $682,512 | $682,512 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATIVE EXPENSES | $1,028 | $1,028 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN FMV | $962,198 |
| OTHER ADJUSTMENT | $6,497 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | CategoryTxt |
| Amt | $3,932 | Amt |
Comments