BEN E FACTOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BEN E FACTOR FOUNDATION (EIN 72-1086995)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-09
- IRS object ID
- 201941299349101699
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-09T16:22:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 STREET | AddressLine1Txt |
| City | NEW IBERIA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70563 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT N WHITE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3373807931 | PhoneNum |
| Signature | 2019-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIE C BOUDREAUX CPA | PreparerPersonNm |
| PTIN | P01285887 | PTIN |
| Phone | 3372369992 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 16:22:38 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DBEADA8E4E9D2995A816ADE270059363E00FB124 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D14515F2C9131908D69BFB4EADC9AFB1FF5F8D0E | 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 | $1,015,189 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $613,717 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $441,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,939 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,316,360 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,366,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $441,660 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,713 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,713 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,251 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $220 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $220 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,184 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,327,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,327,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,334,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,327,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,232 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $439,727 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $974,468 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,015,189 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,015,189 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,287,696 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,255,064 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $12,874,147 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,839,865 | CorporateStockEOYAmt |
| Total Assets BOY | $15,136,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,110,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,015,189 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,136,311 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,110,118 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,136,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,110,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,136,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,110,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,136,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,232 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,168,543 | SubtotalAmt |
| Other Decreases | $1,058,425 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,110,118 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $763,016 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,679,387 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051979 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $815,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,591,971 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055853 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $675,884 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,989,684 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $690,032 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,786,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050052 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $614,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,060,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047014 | DistributionYr5Rt |
| Total Distribution | 0.253211 | TotalDistributionRt |
| Average Distribution | 0.050642 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,621,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $740,479 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $744,876 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,327,900 | 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 | $4,397 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,397 | SubtotalAmt |
| Tax Based On Investment Income | $4,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | AppliedToESTaxAmt |
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 |
| Address Line2 | 106 WILREE | AddressLine2Txt |
| 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 | 000.00 | $0 | $0 | $0 |
| ANNETTE F WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | SECRETARY | 000.00 | $0 | $0 | $0 |
| KEITH WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 000.00 | $0 | $0 | $0 |
| R MARC WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 000.00 | $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 | $13,841,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,002,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,844,498 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,844,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,667 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,621,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $731,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $731,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,397 | TotalTaxAmt |
| Distributable Before Adj | $726,695 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $726,695 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $726,695 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,327,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,327,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,397 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,323,503 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $726,695 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $425,387 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,327,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $425,387 | AppliedToYear1Amt |
| Applied To Current Year | $726,695 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,818 | RemainingDistriFromCorpusAmt |
| Total Corpus | $175,818 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $175,818 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $175,818 | 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 |
| AIM HIGH FOUNDATION | |||||||
| 101 UNIVERSITY BLVD STE | DENVER | CO | 80206 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $1,000 |
| AMERICAN BIBLE SOCIETY | |||||||
| 1865 BROADWAY | NEW YORK | NY | 10023 | NONE | CHARITABLE | SPREADS MESSAGE OF THE BIBLE | $2,400 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | CHARITABLE | CANCER RESEARCH | $1,000 |
| AMERICAN CENTER FOR LAW | |||||||
| PO BOX 450349 | ATLANTA | GA | 31145 | NONE | CHARITABLE | RELIGIOUS FREEDOM | $2,000 |
| AMERICAN FAMILY ASSOC | |||||||
| PO DRAWER 2440 | TUPELO | MS | 38803 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $20,000 |
| AMERICAN HEART ASSOC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | CHARITABLE | EDUCATION OF HEART HEALTH | $2,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | NONE | CHARITABLE | EDUCATION OF LUNG HEALTH | $1,000 |
| BAYLOR CLINIC | |||||||
| 6620 MAIN STREET | HOUSTON | TX | 77030 | NONE | CHARITABLE | MEDICAL EDUCATION | $5,000 |
| 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 | $4,000 |
| CAPITOL MINISTRIES | |||||||
| 1894 HIGHWAY 50E 4-117 | CARSON CITY | NV | 89701 | NONE | CHARITABLE | DELIVERING GOSPEL TO POLITICAL LEADE | $8,000 |
| DISABLE AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | CHARITABLE | ASSIST DISABLE VETERANS | $1,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | CHARITABLE | HELPING FAMILIES THRIVE | $12,000 |
| GOSPEL FOR ASIA | |||||||
| 1800 GOLDEN TRAIL CT | CARROLLTON | TX | 75010 | NONE | CHARITABLE | MINISTRY IN ASIA | $12,000 |
| HELP THE HELPERS | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHRISTIAN ASSISTANCE ORGANIZATION | $5,000 |
| HIGHLAND BAPTIST SCHOOL | |||||||
| 708 ANGERS STREET | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | RELIGIOUS EDUCATION | $840,000 |
| IBERIA COUNCIL ON AGING | |||||||
| 126 WASHINGTON STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | ASSIST ELDERLY | $4,000 |
| FAMILY TALK | |||||||
| 540 ELKTON DRIVE STE 201 | COLORADO SPRINGS | CO | 80907 | NONE | CHARITABLE | SUPPORTS MARRIAGE, FAMILY | $4,000 |
| LA BAPTIST CHILDREN'S HOM | |||||||
| PO BOX 4196 | MONROE | LA | 71211 | NONE | CHARITABLE | ASSIST CHILDREN & FAMILIES IN NEED | $8,000 |
| LA EASTER SEALS | |||||||
| 1010 COMMON ST STE 200 | NEW ORLEANS | LA | 70112 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $1,000 |
| MD ANDERSON CANCER CTR | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | CHARITABLE | CANCER RESEARCH | $5,000 |
| MARANATHA EVANGELESTIC MINISTRIES | |||||||
| 224 AL GIST RD | LONGVILLE | LA | 70652 | NONE | CHARITABLE | CHRIST-CENTERED MINISTRY | $5,000 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | CHARITABLE | BIRTH DEFECTS RESEARCH | $500 |
| NORTH AMERICAN MISSION BD | |||||||
| 4200 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | NONE | CHARITABLE | MISSIONS & TRAINING OF MISSIONARIES | $20,000 |
| 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 | $2,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | CHARITABLE | PROVIDE AID TO HURTING PEOPLE | $112,000 |
| SOCIAL SERVICE CENTER | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $12,000 |
| 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 | $8,000 |
| THE BREAST FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH | NEW YORK | NY | 10022 | NONE | CHARITABLE | BREAST CANCER RESEARCH | $5,000 |
| 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 | $6,000 |
| THE MAIL BOX CLUB | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31602 | NONE | CHARITABLE | BIBLE CORRESPONDENCE EDUCATION | $4,000 |
| THE VOICE OF THE MARTYRS | |||||||
| PO BOX 443 | BARTLESVILLE | OK | 740050443 | NONE | CHARITABLE | SERVING PERSECUTED CHRISTIANS | $10,000 |
| MISSION PREBORN | |||||||
| PO BOX 78221 | INDIANAPOLIS | IN | 46278 | NONE | CHARITABLE | ASSISTANCE TO PREGNANCY CTRS | $15,000 |
| WORLD HUNGER RELIEF | |||||||
| PO BOX 639 | ELM MOTT | TX | 76640 | NONE | CHARITABLE | CHRISTIAN RELIGIOUS ORANIZATION | $12,000 |
| ZION'S HOPE | |||||||
| PO BOX 121048 | CLERMONT | FL | 34711 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $20,000 |
| CASA OF THE 16TH JDC | |||||||
| 121 W PERSHING ST STE | NEW IBERIA | LA | 70562 | NONE | CHARITABLE | ASSIST ABUSED CHILDREN | $2,000 |
| GOSPEL LAKES MINISTRY | |||||||
| PO BOX 67 | NEW WAVERLY | TX | 77358 | NONE | CHARITABLE | CAMP FOR INNER CITY KIDS | $15,000 |
| LOUISIANA BAPTIST FOUNDATION | |||||||
| PO BOX 311 | ALEXANDRIA | LA | 71309 | NONE | CHARITABLE | SUPPORT OF BAPTIST MINISTRIES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,327,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $310,939 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $441,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $310,939 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,599 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT N WHITE | |||||||
| 1 | 106 WILREE STREET | NEW IBERIA | LA | 70560 | $581,498 | Yes (X) | Yes (X) |
| ANNETTE WHITE | |||||||
| 2 | 106 WILREE STREET | NEW IBERIA | LA | 70560 | $32,219 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,000 SHRS ADVANCED MICRO DEVIC | NoncashPropertyDesc |
| Fair Market Value | $389,400 | FairMarketValueAmt |
| Received | 2018-09-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,713 | Amt |
| Net Investment Income | $1,713 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| KRATOS DEF & SEC SOL | 2017-12 | DONATION | 2018-07 | $391,331 | $315,600 | $75,731 |
| SIT US GOVT SEC FUND | 2016-02 | PURCHASE | 2018-11 | $580,609 | $597,170 | -$16,561 |
| AMERICAN INTL GRO 21 | 2011-01 | PURCHASE | 2018-07 | $3,063 | $3,180 | -$117 |
| ATMOS ENERGY CORP | 2003-09 | PURCHASE | 2018-08 | $341,357 | $89,471 | $251,886 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| AMERICAN INTL GP 21WTS | |
| AT&T INC NEW | $361,687 |
| ATMOS ENERGY CORP | $610,283 |
| COCA COLA COMPANY | $789,419 |
| COLGATE-PALMOLIVE CO | $656,863 |
| CONSOLIDATED EDISON INC | $802,754 |
| DUKE ENERGY CORP NEW | $1,398,405 |
| EXXON MOBIL CORPORATION | $784,185 |
| GENERAL MILLS INC | $404,820 |
| JOHNSON & JOHNSON | $936,129 |
| THE SOUTHERN COMPANY | $648,112 |
| VERIZON COMMUNICATIONS | $552,362 |
| SPDR GOLD TRUST | $854,813 |
| SIT US GOVT. SEC FUND | |
| VANGUARD INTERIM INDEX AD | $1,351,634 |
| VANGUARD LONG TERM TRSY | $1,034,519 |
| PROSHARES S&P 500 DIV | $181,620 |
| J.M. SMUCKER CO | $250,740 |
| ADVANCED MICRO DEVIC | $221,520 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,255,064 | USGovtObligationsBookVlEOYAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,058,425 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATIVE EXPENSES | $220 | $220 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | CategoryTxt |
| Amt | $4,251 | Amt |
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