PAUL AND BETTY MCDONALD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND BETTY MCDONALD FOUNDATION (EIN 72-1379238)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-23
- IRS object ID
- 201940829349100804
- Schema version
- 2018v3.1
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-23T18:42:39-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721478258 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTON & ASSOCIATES CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65090 | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 711365090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | BETTY G MCDONALD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3188610774 | PhoneNum |
| Signature | 2019-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN SCHMIDT | PreparerPersonNm |
| PTIN | P00170642 | PTIN |
| Phone | 3185242727 | PhoneNum |
| Preparation | 2019-03-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.182.18.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-23 | IPDt |
| IP Tm | 17:19:13 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3778D1DEA8900C8B7ADC7C69F4FD08D898C5ACF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F3778D1DEA8900C8B7ADC7C69F4FD08D898C5ACF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $750,719 | 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 |
| Interest On Sav Rev And Expnss | $490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,452 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,568 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,007 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,896 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,896 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,646 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,059 | CashBOYAmt |
| Cash EOY | $175,735 | CashEOYAmt |
| Cash EOYFMV | $175,735 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $799 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $290 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $290 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $665,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $502,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $574,694 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $698,491 | TotalAssetsBOYAmt |
| Total Assets EOY | $678,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $750,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $494,975 | RetainedEarningBOYAmt |
| Retained Earning EOY | $474,631 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $698,491 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $678,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $698,491 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $678,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $698,491 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $678,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $678,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| HARBOR CAPITAL APPRECIATION FUND | 2016-05-02 | 2018-05-04 | $15,814 | $11,917 | $3,897 | $3,897 | |
| T ROWE PRICE INST EMERGING MARKETS | 2016-05-02 | 2018-05-04 | $3,062 | $2,096 | $966 | $966 | |
| SOUND SHORE FUND INC | 2016-05-02 | 2018-05-04 | $38,037 | $43,503 | -$5,466 | -$5,466 | |
| VANGUARD SMALL CAP INDEX | 2016-05-02 | 2018-05-04 | $1,156 | $586 | $570 | $570 | |
| VANGUARD 500 INDEX FUND | 2016-05-02 | 2018-05-04 | $2,387 | $1,504 | $883 | $883 | |
| WILLIAM BLAIR INTERNATIONAL FUND | 2016-05-02 | 2018-05-04 | $1,531 | $1,223 | $308 | $308 | |
| T ROWE PRICE INST EMERGING MARKETS | 2016-05-02 | 2018-06-21 | $19,741 | $14,175 | $5,566 | $5,566 | |
| CAUSEWAY INTERNATIONAL VALUE FUND | 2016-05-02 | 2018-11-20 | $1,526 | $1,607 | -$81 | -$81 | |
| DODGE & COX STOCK FUND | 2016-05-02 | 2018-11-20 | $1,960 | $1,051 | $909 | $909 | |
| JPMORGAN MID CAP VALUE FUND | 2016-05-02 | 2018-11-20 | $783 | $767 | $16 | $16 | |
| HARBOR CAPITAL APPRECIATION FUND | 2016-05-02 | 2018-11-20 | $622 | $490 | $132 | $132 | |
| T ROWE PRICE MID CAP EQUITY GROWTH | 2016-05-02 | 2018-11-20 | $1,138 | $670 | $468 | $468 | |
| TORTOISE MLP & PIPELINE FUND | 2016-05-02 | 2018-11-20 | $614 | $625 | -$11 | -$11 | |
| T ROWE PRICE INST EMERGING MARKETS | 2016-05-02 | 2018-11-20 | $1,317 | $1,094 | $223 | $223 | |
| T ROWE PRICE DIVIDEND GROWTH FUND | 2016-05-02 | 2018-11-20 | $2,168 | $1,346 | $822 | $822 | |
| VANGUARD SMALL CAP INDEX | 2016-05-02 | 2018-11-20 | $1,182 | $609 | $573 | $573 | |
| VANGUARD 500 INDEX FUND | 2016-05-02 | 2018-11-20 | $2,272 | $1,397 | $875 | $875 | |
| WILLIAM BLAIR INTERNATIONAL FUND | 2016-05-02 | 2018-11-20 | $1,418 | $1,256 | $162 | $162 | |
| CAUSEWAY INTERNATIONAL VALUE FUND | 2016-05-02 | 2018-11-21 | $1,544 | $1,655 | -$111 | -$111 | |
| DODGE & COX STOCK FUND | 2016-05-02 | 2018-11-21 | $1,967 | $1,175 | $792 | $792 | |
| JPMORGAN MID CAP VALUE FUND | 2016-05-02 | 2018-11-21 | $786 | $781 | $5 | $5 | |
| HARBOR CAPITAL APPRECIATION FUND | 2016-05-02 | 2018-11-21 | $605 | $484 | $121 | $121 | |
| T ROWE PRICE MID CAP EQUITY GROWTH | 2016-05-02 | 2018-11-21 | $1,125 | $686 | $439 | $439 | |
| TORTOISE MLP & PIPELINE FUND | 2016-05-02 | 2018-11-21 | $621 | $648 | -$27 | -$27 | |
| T ROWE PRICE INST EMERGING MARKETS | 2016-05-02 | 2018-11-21 | $1,320 | $1,117 | $203 | $203 | |
| T ROWE PRICE DIVIDEND GROWTH FUND | 2016-05-02 | 2018-11-21 | $2,174 | $1,372 | $802 | $802 | |
| VANGUARD SMALL CAP INDEX | 2016-05-02 | 2018-11-21 | $1,172 | $614 | $558 | $558 | |
| VANGUARD 500 INDEX FUND | 2016-05-02 | 2018-11-21 | $2,261 | $1,415 | $846 | $846 | |
| WILLIAM BLAIR INTERNATIONAL FUND | 2016-05-02 | 2018-11-21 | $1,425 | $1,290 | $135 | $135 | |
| JPMORGAN MID CAP VALUE FUND | 2016-05-02 | 2018-12-31 | $34,794 | $40,728 | -$5,934 | -$5,934 | |
| CAUSEWAY INTERNATIONAL VALUE FUND | 2016-05-02 | 2018-12-31 | $73,172 | $83,727 | -$10,555 | -$10,555 | |
| TORTOISE MLP & PIPELINE FUND | 2016-05-02 | 2018-12-31 | $28,181 | $33,297 | -$5,116 | -$5,116 | |
| CAPITAL GAINS DIVIDENDS | $22,482 | $22,482 | $22,482 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,452 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $39,157 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $813,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,566 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $714,717 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,400 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $760,582 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039969 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,150 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $757,266 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038494 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,450 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $675,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042122 | DistributionYr5Rt |
| Total Distribution | 0.219879 | TotalDistributionRt |
| Average Distribution | 0.043976 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $861,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,874 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,646 | 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 | $198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $290 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $290 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $92 | OverpaymentAmt |
| Applied To ES Tax | $92 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | BETTY G MCDONALD | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | $1,000 | $0 | $0 |
| LEE GRAY BOZE | ||||||||
| 25151 RENEGADE PASS RD | CUSTER | SD | 57730 | TRUSTEE | 1.00 | $1,000 | $0 | $0 |
| BROOX BOZE | ||||||||
| 1300 W STUART ST APT 8 | FORT COLLINS | CO | 80526 | TRUSTEE | 1.00 | $1,000 | $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 | $841,739 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,608 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $874,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $874,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $861,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $42,864 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,864 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,646 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,646 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $35,818 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,646 | QualifyingDistributionsAmt |
| Applied To Year1 | $35,818 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,828 | 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 | $38,036 | 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| THE GLEN RETIREMENT SYSTEM | |||||||
| 403 EAST FLOURNOY LUCAS RD | SHREVEPORT | LA | 71115 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $11,500 |
| VOLUNTEERS OF AMERICAN NORTH LOUISIANA | |||||||
| 360 JORDAN STREET | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| PROVIDENCE HOUSE | |||||||
| 514 COTTON STREET | SHREVEPORT | LA | 71101 | 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 |
| THE SPRING STREET MUSEUM | |||||||
| 525 SPRING STREET | SHREVEPORT | LA | 71101 | 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 | $2,000 |
| THE COMMUNITY FOUNDATION | |||||||
| 401 EDWARDS STREET | SHREVEPORT | LA | 71101 | 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 |
| FEIST-WIELLER CANCER CENTER | |||||||
| 920 PIERREMONT ROAD STE 407 | SHREVEPORT | LA | 71106 | 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 |
| SHREVEPORT OPERA | |||||||
| 200 EAST STONER AVENUE | SHREVEPORT | LA | 71101 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA | |||||||
| PO BOX 38050 | SHREVEPORT | LA | 711338050 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| SHREVEPORT BOSSIER COMMUNITY RENEWAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 711340678 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| RED RIVER RADIO NETWORK | |||||||
| PO BOX 5250 | SHREVEPORT | LA | 71135 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SHREVEPORT SYMPHONY ORCHESTRA | |||||||
| PO BOX 205 | SHREVEPORT | LA | 711620205 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| CEDAR GROVE LIBRARY | |||||||
| 8303 LINE AVENUE | SHREVEPORT | LA | 71106 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $4,646 |
| OAKLAND CEMETARY PRESERVATION SOCIETY | |||||||
| PO BOX 52131 | SHREVEPORT | LA | 71135 | N/A | PC | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 3100 SAMFORD AVENUE | SHREVEPORT | LA | 71103 | 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 | $35,896 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,626 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,452 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,568 | 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 | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | 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 | $502,122 | BookValueAmt |
| EOYFMV | $574,694 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST NET ASSETS TO ACTUAL | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,007 | Amt |
| Net Investment Income | $8,007 | 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 | $509 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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