PAUL AND BETTY MCDONALD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND BETTY MCDONALD FOUNDATION (EIN 72-1379238)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202021499349100422
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2020-05-28T14:08:37-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 TAX & CONSULTING CPA 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 | 2019-01-01 | 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 | 2020-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN C SCHMIDT | PreparerPersonNm |
| PTIN | P00170642 | PTIN |
| Phone | 3186931500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.107.32.193 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-28 | IPDt |
| IP Tm | 08:56:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E875AE05DAC9FE1F91663EA5CB9828EA99390B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $908,977 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $41,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,252 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,735 | 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 | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,433 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $175,735 | CashBOYAmt |
| Cash EOY | $26,819 | CashEOYAmt |
| Cash EOYFMV | $26,819 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $290 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $92 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $92 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $502,122 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $660,669 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $882,066 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $678,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $687,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $908,977 | 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 | $474,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | $484,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $678,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $687,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $678,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $687,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $678,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,433 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $687,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $687,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INSTL EMERGING MKTS EQ | 2016-05-02 | 2019-01-30 | $869 | $753 | $116 | $116 | |
| T. ROWE PRICE DIVIDEND GROWTH FUND | 2016-05-02 | 2019-01-30 | $5,902 | $5,769 | $133 | $133 | |
| VANGUARD 500 INDEX ADMIRAL | 2016-05-02 | 2019-01-30 | $4,821 | $4,524 | $297 | $297 | |
| ISHARES CORE S&P MIDCAP FUND | 2016-05-02 | 2019-01-31 | $41,061 | $37,038 | $4,023 | $4,023 | |
| ALPS ALERIAN MLP ETF | 2016-05-02 | 2019-01-31 | $25,312 | $21,990 | $3,322 | $3,322 | |
| ISHARES MSCI EAFE FUND | 2016-05-02 | 2019-01-31 | $87,091 | $82,101 | $4,990 | $4,990 | |
| T. ROWE PRICE INSTL MIDCAP EQUITY GR | 2016-05-02 | 2019-06-28 | $11,903 | $9,578 | $2,325 | $2,325 | |
| JPMORGAN MIDCAP VALUE | 2016-05-02 | 2019-06-28 | $43,108 | $40,018 | $3,090 | $3,090 | |
| HARBOR CAPITAL APPRECIATION | 2016-05-02 | 2019-06-28 | $1,345 | $1,149 | $196 | $196 | |
| CAUSEWAY INTERNATIONAL VALUE | 2016-05-02 | 2019-06-28 | $21,694 | $21,040 | $654 | $654 | |
| T. ROWE PRICE INSTL EMERGING MKTS EQ | 2016-05-02 | 2019-06-28 | $15,828 | $12,830 | $2,998 | $2,998 | |
| WILLIAM BLAIR INTL LEADERS FUND | 2016-05-02 | 2019-06-28 | $4,404 | $4,100 | $304 | $304 | |
| VANGUARD SMALL CAP INDEX FUND | 2016-05-02 | 2019-06-28 | $24,154 | $25,003 | -$849 | -$849 | |
| T. ROWE PRICE DIVIDEND GROWTH FUND | 2016-05-02 | 2019-12-12 | $15,001 | $12,514 | $2,487 | $2,487 | |
| CAPITAL GAINS DIVIDENDS | $17,759 | $17,759 | $17,759 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,845 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $861,232 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,157 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $813,534 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048132 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,566 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $714,717 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051162 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $760,582 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039969 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $29,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $757,266 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038494 | DistributionYr5Rt |
| Total Distribution | 0.224722 | TotalDistributionRt |
| Average Distribution | 0.044944 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $843,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $467 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $375 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BETTY G MCDONALD | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BETSY V BOZE | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEE GRAY BOZE | ||||||||
| 25151 RENEGADE PASS RD | CUSTER | SD | 57730 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BROOX BOZE | ||||||||
| 1300 W STUART ST APT 8 | FORT COLLINS | CO | 80526 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 | $823,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $856,715 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $856,715 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $843,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,193 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,193 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $41,726 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,726 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,726 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $467 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,726 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,036 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,036 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,564 | 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 | $39,162 | 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) |
|---|---|---|
| Contributing Manager | BETTY G MCDONALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA | |||||||
| PO BOX 38050 | SHREVEPORT | LA | 711338050 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| CEDAR GROVE LIBRARY | |||||||
| 8303 LINE AVENUE | SHREVEPORT | LA | 71106 | 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 | $2,000 |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| FEIST-WIELLER CANCER CENTER | |||||||
| 920 PIERREMONT ROAD STE 407 | SHREVEPORT | LA | 71106 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| GIRL SCOUTS OF LOUISIANA | |||||||
| 1720 KALISTE SALOOM RD | LAFAYETTE | LA | 70508 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $2,100 |
| OAKLAND CEMETARY PRESERVATION SOCIETY | |||||||
| PO BOX 52131 | SHREVEPORT | LA | 71135 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $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 |
| RED RIVER RADIO NETWORK | |||||||
| PO BOX 5250 | SHREVEPORT | LA | 71135 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SHREVEPORT BOSSIER COMMUNITY RENEWAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 711340678 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| SHREVEPORT OPERA | |||||||
| 200 EAST STONER AVENUE | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| SHREVEPORT SYMPHONY ORCHESTRA | |||||||
| PO BOX 205 | SHREVEPORT | LA | 711620205 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| 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 | $1,000 |
| THE COMMUNITY FOUNDATION | |||||||
| 401 EDWARDS STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $3,500 |
| THE GLEN RETIREMENT SYSTEM | |||||||
| 403 EAST FLOURNOY LUCAS RD | SHREVEPORT | LA | 71115 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $9,500 |
| 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 |
| 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 | $5,000 |
| GIRL SCOUTS OF ALASKA | |||||||
| 3911 TURNAGAIN BLVD EAST | ANCHORAGE | AK | 99517 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $41,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,735 | 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 | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | 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 | $660,669 | BookValueAmt |
| EOYFMV | $882,066 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $7,754 | Amt |
| Net Investment Income | $7,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON NET INV INCOME | CategoryTxt |
| Amt | $198 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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