PAUL AND BETTY MCDONALD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND BETTY MCDONALD FOUNDATION (EIN 72-1379238)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202221239349100832
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T09:57:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 825413697 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELICAN CPAS & ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 TEXAS STREET SUITE 717 | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721379238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL AND BETTY MCDONALD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 3188610774 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FAIRFIED AVENUE | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY V BOZE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3188610774 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BETSY | PersonFirstNm |
| Person Last | BOZE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C SCHMIDT | PreparerPersonNm |
| PTIN | P00170642 | PTIN |
| Phone | 3186931500 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,123,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,384 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,384 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $276,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,713 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,097 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,606 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,737 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $869 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,175 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,500 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,369 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,316 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,935 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,084 | CashBOYAmt |
| Cash EOY | $77,473 | CashEOYAmt |
| Cash EOYFMV | $77,473 | CashEOYFMVAmt |
| Other Investments BOY | $627,967 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $634,894 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,046,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $635,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $712,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,123,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $203,516 | CapitalStockBOYAmt |
| Capital Stock EOY | $203,516 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $431,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | $508,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $635,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $712,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $635,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $712,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $635,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,316 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $712,367 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $712,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CONESTOGA SMALL CAP INSTITUTIONAL | 2021-10-25 | 2021-12-08 | $1,276 | $1,257 | $19 | $19 | |
| GMO QUALITY FUND CLASS I | 2021-10-25 | 2021-12-08 | $2,247 | $2,214 | $33 | $33 | |
| MFS INTERNATIONAL DIVERSIFICATION FUND | 2021-10-25 | 2021-12-08 | $2,791 | $2,814 | -$23 | -$23 | |
| T ROWE PRICE MID CAP EQUITY GROWTH | 2021-10-25 | 2021-12-08 | $269 | $269 | $0 | $0 | |
| VANGUARD SMALL CAP INDEX ADM | 2021-10-25 | 2021-12-08 | $1,308 | $1,332 | -$24 | -$24 | |
| WCM FOCUSED EMERGING MARKETS | 2021-10-25 | 2021-12-08 | $1,248 | $1,373 | -$125 | -$125 | |
| WILLIAM BLAIR INTL LEADERS | 2021-10-25 | 2021-12-08 | $185 | $188 | -$3 | -$3 | |
| DODGE & COX STOCK FUND | 2018-05-03 | 2021-10-25 | $16,669 | $14,163 | $2,506 | $2,506 | |
| HARBOR CAPITAL APPRECIATIONS RETIREMENT | 2020-03-24 | 2021-10-25 | $18,720 | $9,891 | $8,829 | $8,829 | |
| MFS INTERNATIONAL DIVERSIFICATION FUND | 2020-03-24 | 2021-10-25 | $288 | $179 | $109 | $109 | |
| ROYCE INTERNATIONAL PREMIER | 2019-06-27 | 2021-12-08 | $4,868 | $3,551 | $1,317 | $1,317 | |
| T ROWE PRICE DIVIDEND GROWTH | 2019-06-27 | 2021-12-08 | $61,735 | $40,808 | $20,927 | $20,927 | |
| T ROWE PRICE INSTL EMERGING MKTS | 2017-02-22 | 2021-12-08 | $37,525 | $23,941 | $13,584 | $13,584 | |
| T ROWE PRICE MID CAP EQUITY GROWTH | 2020-02-11 | 2021-12-08 | $10,829 | $8,825 | $2,004 | $2,004 | |
| TOUCHSTONE MID CAP INSTL FUND | 2020-02-11 | 2021-12-08 | $3,595 | $2,984 | $611 | $611 | |
| VANGUARD 500 INDEX ADMIRAL | 2020-03-24 | 2021-12-08 | $30,333 | $17,484 | $12,849 | $12,849 | |
| VANGUARD SMALL CAP INDEX ADM | 2019-06-27 | 2021-03-02 | $35,131 | $18,329 | $16,802 | $16,802 | |
| WILLIAM BLAIR INTL LEADERS | 2016-11-03 | 2021-12-08 | $10,228 | $5,755 | $4,473 | $4,473 | |
| CAPITAL GAINS DIVIDENDS | $36,825 | $36,825 | $36,825 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $1,705 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BETSY V BOZE | IndividualWithBooksNm |
| Phone | 3188610774 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FAIRFIELD AVENUE | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BETSY V BOZE | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | $0 | $0 | $1,500 |
| LEE GRAY BOZE | ||||||||
| 25151 RENEGADE PASS RD | CUSTER | SD | 57730 | TRUSTEE | 1.00 | $0 | $0 | $1,500 |
| BROOX BOZE | ||||||||
| 1300 W STUART ST APT 8 | FORT COLLINS | CO | 80526 | TRUSTEE | 1.00 | $0 | $0 | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,065,478 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,093,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,093,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,076,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,848 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,848 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,681 | TotalTaxAmt |
| Distributable Before Adj | $52,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,167 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,619 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,246 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,246 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,794 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| USS KIDD VETERANS MEMORIAL | |||||||
| 305 SOUTH RIVER ROAD | SHREVEPORT | LA | 70802 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| CAVE EXPLORATION SOCIETY | |||||||
| 25151 RENEGADE RD PASS | CUSTER | SD | 57730 | LEE-GRAY BOZE, TRUSTEE, IS ON THE BOARD OF DIRECTORS | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $2,000 |
| SHREVE MEMORIAL LIBRARY FOUNDATION | |||||||
| 885 BERT KOUNS INDUSTRIAL LOOP | SHREVEPORT | LA | 71118 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| CENTENARY COLLEGE OF LOUISIANA | |||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71104 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $7,500 |
| JUNIOR LEAGUE 1933 SOCIETY | |||||||
| 2601 LINE AVENUE | SHREVEPORT | LA | 71104 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| GIRL SCOUTS OF ALASKA | |||||||
| 3911 TURNAGAIN BLVD EAST | ANCHORAGE | AK | 99517 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| GIRL SCOUTS OF LOUISIANA | |||||||
| 1720 KALISTE SALOOM RD | LAFAYETTE | LA | 70508 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| OAKLAND CEMETARY PRESERVATION SOCIETY | |||||||
| PO BOX 52131 | SHREVEPORT | LA | 71135 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| PET SAVERS INC | |||||||
| 632 DUDLEY | SHREVEPORT | LA | 71104 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $2,000 |
| PROVIDENCE HOUSE | |||||||
| 514 COTTON STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SHREVEPORT OPERA | |||||||
| 200 EAST STONER AVENUE | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 3100 SAMFORD AVENUE | SHREVEPORT | LA | 71103 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SOUTHFIELD SCHOOL | |||||||
| 1100 SOUTHFIELD ROAD | SHREVEPORT | LA | 71106 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $5,000 |
| THE COMMUNITY FOUNDATION | |||||||
| 401 EDWARDS STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $4,500 |
| THE GLEN RETIREMENT SYSTEM | |||||||
| 403 EAST FLOURNOY LUCAS RD | SHREVEPORT | LA | 71115 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| THE SPRING STREET MUSEUM | |||||||
| 525 SPRING STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| VOLUNTEERS OF AMERICA NORTH LOUISIANA | |||||||
| 360 JORDAN STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| ROBINSON FILM CENTER | |||||||
| 617 TEXAS STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICETD GIFT TO 501(C)(3) ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,384 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $120,713 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,097 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,097 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,606 | Amt |
| Net Investment Income | $1,737 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $869 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $634,894 | BookValueAmt |
| EOYFMV | $1,046,370 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,175 | Amt |
| Net Investment Income | $10,175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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