BEN E FACTOR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BEN E FACTOR FOUNDATION (EIN 72-1086995)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201611379349102416
- Schema version
- 2015v2.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T11:41:30-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2020 W PINHOOK RD STE 106 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70508 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIE C BOUDREAUX CPA | PreparerPersonNm |
| PTIN | P01285887 | PTIN |
| Phone | 3372369992 | PhoneNum |
| Preparation | 2016-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,636,681 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $74,490 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,490 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $418,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $418,696 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $311,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,508,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,732 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $804,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $511,918 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,796 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $192 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $332 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $680,982 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $110,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $429,460 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,294,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,294,739 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,344,960 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,229,963 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $10,960,868 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,341,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,341,942 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,735,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,866,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,636,681 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,735,290 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,866,644 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,735,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,866,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,735,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,866,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,735,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $110,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $632 | OtherIncreasesAmt |
| Subtotal | $14,846,572 | SubtotalAmt |
| Other Decreases | $979,928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,866,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,732 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $690,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,786,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050052 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $614,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,060,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $644,415 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,500,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051550 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $599,488 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,141,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049376 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $443,371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,242,611 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039437 | DistributionYr5Rt |
| Total Distribution | 0.237429 | TotalDistributionRt |
| Average Distribution | 0.047486 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,989,684 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $664,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,098 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $669,412 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $680,982 | 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 | $5,098 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,098 | SubtotalAmt |
| Tax Based On Investment Income | $5,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $902 | OverpaymentAmt |
| Applied To ES Tax | $902 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT N WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | PRESIDENT | 1.60 | $0 | $0 | $0 |
| ANNETTE F WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KEITH WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | $0 | $0 | $0 |
| R MARC WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,085,125 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $508,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,609,461 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,202,725 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,202,725 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,989,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $699,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $699,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,098 | TotalTaxAmt |
| Distributable Before Adj | $694,386 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $694,386 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $694,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $680,982 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $680,982 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,098 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $675,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $694,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $543,532 | UndistributedIncomePYAmt |
| Qualifying Distributions | $680,982 | QualifyingDistributionsAmt |
| Applied To Year1 | $543,532 | AppliedToYear1Amt |
| Applied To Current Year | $137,450 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $556,936 | UndistributedIncomeCYAmt |
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 (46 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 |
| ALASKAN MISSIONS & RETREATS | |||||||
| PO BOX 230851 | ANCHORAGE | AK | 99523 | NONE | CHARITABLE | MEETING NEEDS OF THE COMMUNITY | $11,000 |
| 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 | $5,000 |
| 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 |
| TRANSFERABLE CROSS TRAINING | |||||||
| PO BOX 31 | REMOND | WA | 980730031 | NONE | CHARITABLE | TRAIN CHRISTIAN SOLDIERS | $12,000 |
| BAYLOR CLINIC | |||||||
| 6620 MAIN STREET | HOUSTON | TX | 77030 | NONE | CHARITABLE | MEDICAL EDUCATION | $5,000 |
| BIBLE PATHWAYS MINISTRY | |||||||
| 500 E HWY 80 | SUNNYVALE | TX | 75182 | NONE | CHARITABLE | DAILY BIBLE DEVOTIONAL COMMENTARY | $4,000 |
| 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 |
| DISCIPLESHIP MINISTRIES | |||||||
| 314 NELSON ROAD | FARMINGTON | PA | 15437 | NONE | CHARITABLE | RELIGIOUS ORGANIZATION | $1,200 |
| 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 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | CHARITABLE | PROVIDE AID TO HURTING PEOPLE | $45,000 |
| 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 | $240,000 |
| HOSPICE OF ACADIANA | |||||||
| 2600 JOHNSTON STREET | LAFAYETTE | LA | 70503 | NONE | CHARITABLE | MEDICAL & COUNSELING OF DYING | $5,000 |
| IBERIA COUNCIL ON AGING | |||||||
| 126 WASHINGTON STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | ASSIST ELDERLY | $4,000 |
| IBERIA PREGNANCY RESOURCES CTR | |||||||
| 224 NORTH LEWIS ST STEA | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | WOMEN PREGNANCY ASSISTANCE | $20,000 |
| 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 |
| LOUISIANA COLLEGE | |||||||
| 1140 COLLEGE DRIVE | PINEVILLE | LA | 71360 | NONE | CHARITABLE | HIGHER EDUCTION | $100,000 |
| THE VOICE OF THE MARTYRS | |||||||
| PO BOX 443 | BARTLESVILLE | OK | 740050443 | NONE | CHARITABLE | SERVING PERSECUTED CHRISTIANS | $10,000 |
| MD ANDERSON CANCER CTR | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | CHARITABLE | CANCER RESEARCH | $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 |
| 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 | $7,500 |
| THE MAIL BOX CLUB | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31602 | NONE | CHARITABLE | BIBLE CORRESPONDENCE EDUCATION | $4,000 |
| BILLY GRAHAM EVANGELISTIC ASSOC | |||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | CHARITABLE | PROCLAIM THE GOSPEL OF JESUS | $10,000 |
| JOHN CAMPBELL | |||||||
| 104 E UNIVERSITY AVENUE | LAFAYETTE | LA | 70504 | NONE | INDIGENT | TUITION | $938 |
| 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 |
| BEVERLY MELANCON | |||||||
| 314 E ST PETER | NEW IBERIA | LA | 70560 | NONE | INDINGENT | FUNERAL EXPENSES | $7,844 |
| MARANATHA EVANGELESTIC MINISTRIES | |||||||
| 224 AL GIST RD | LONGVILLE | LA | 70652 | NONE | CHARITABLE | CHRIST-CENTERED MINISTRY | $5,000 |
| GOSPEL LAKES MINISTRIES | |||||||
| PO BOX 67 | NEW WAVERLY | TX | 77358 | NONE | CHARITABLE | BLDG BRIDGES B/W UNDERPRIVELIGED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,982 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,490 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $418,696 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 26 | ExclusionCd |
| Exclusion | $18,732 | ExclusionAmt |
| Related Or Exempt Function Incm | $292,442 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $511,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $292,442 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $804,360 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (19 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| VANGUARD EMRG MKTS STK INDEX | 2014-06 | PURCHASE | 2015-04 | $2,360 | $2,355 | $5 |
| VANGUARD HIGH YIELD CORP FUND | 2014-04 | PURCHASE | 2015-04 | $6,236 | $6,287 | -$51 |
| VANGUARD REIT INDEX FUND | 2014-09 | PURCHASE | 2015-08 | $4,714 | $4,922 | -$208 |
| VANGUARD SMALL CAP INDEX FD INV | 2014-12 | PURCHASE | 2015-08 | $2,870 | $2,930 | -$60 |
| VANGUARD TOTAL STOCK MDT INDEX | 2014-09 | PURCHASE | 2015-08 | $12,394 | $13,135 | -$741 |
| VANGUARD EMRG MKTS STK INDEX | 2014-03 | PURCHASE | 2015-04 | $95,964 | $97,983 | -$2,019 |
| VANGUARD EURO STK INDEX FD | 2012-03 | PURCHASE | 2015-08 | $52,597 | $47,361 | $5,236 |
| VANGUARD HIGH YIELD CORP FUND | 2014-03 | PURCHASE | 2015-04 | $51,759 | $50,878 | $881 |
| VANGUARD PACIFIC STOCK INDEX | 2012-03 | PURCHASE | 2015-08 | $49,684 | $46,494 | $3,190 |
| VANGUARD REIT INDEX FUND | 2014-06 | PURCHASE | 2015-08 | $53,847 | $43,293 | $10,554 |
| VANGUARD SMALL CAP INDEX FD | 2014-03 | PURCHASE | 2015-08 | $97,250 | $64,821 | $32,429 |
| VANGUARD TOTAL STOCK MKT IND | 2014-06 | PURCHASE | 2015-08 | $580,053 | $436,890 | $143,163 |
| US TREASURY NT | 2008-01 | PURCHASE | 2015-10 | $2,011,816 | $2,023,406 | -$11,590 |
| VANGUARD EURO STK INDEX FD | 2010-12 | PURCHASE | 2015-08 | $53,010 | $50,720 | $2,290 |
| VANGUARD HIGH YIELD CORP FUND | 2011-12 | PURCHASE | 2015-04 | $56,905 | $53,584 | $3,321 |
| VANGUARD PACIFIC STOCK | 2011-01 | PURCHASE | 2015-08 | $49,937 | $48,001 | $1,936 |
| VANGUARD REIT INDEX FUND | 2011-12 | PURCHASE | 2015-08 | $70,033 | $54,110 | $15,923 |
| VANGUARD SMALL CAP INDEX | 2011-12 | PURCHASE | 2015-08 | $121,122 | $77,558 | $43,564 |
| VANGUARD TOTAL STOCK MKT | 2011-12 | PURCHASE | 2015-08 | $116,756 | $72,137 | $44,619 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN INTL GP 21WTS | $4,776 | $4,776 |
| AMERICAN INTL GROUP INC | $22,619 | $22,619 |
| AT&T INC NEW | $436,078 | $436,078 |
| ATMOS ENERGY CORP | $648,997 | $648,997 |
| CHEVRON | $413,366 | $413,366 |
| COCA COLA COMPANY | $716,229 | $716,229 |
| COLGATE-PALMOLIVE CO | $735,218 | $735,218 |
| CONSOLIDATED EDISON INC | $674,771 | $674,771 |
| DUKE ENERGY CORP NEW | $1,156,804 | $1,156,804 |
| EXXON MOBIL CORPORATION | $896,425 | $896,425 |
| GENERAL MILLS INC | $599,433 | $599,433 |
| JOHNSON & JOHNSON | $745,131 | $745,131 |
| THE SOUTHERN COMPANY | $690,464 | $690,464 |
| VANGUARD EMRG MKTS STK INDEX | ||
| VANGUARD EUROPEAN STOCK | ||
| VANGUARD HIGH YIELD | ||
| VANGUARD INFLATION | $284,676 | $284,676 |
| VANGUARD PACIFIC STOCK | ||
| VANGUARD REIT INDEX | ||
| VANGUARD SMALL CAP | ||
| VANGUARD TOTAL STOCK | ||
| VERIZON COMMUNICATIONS | $454,111 | $454,111 |
| SPDR GOLD TRUST | $360,386 | $360,386 |
| VANGUARD INTERIM TERM | $461,346 | $461,346 |
| SIT US GOVT. SEC FUND | $396,012 | $396,012 |
| VANGUARD INTERIM INDEX AD | $926,730 | $926,730 |
| VANGUARD LONG TERM TRSY | $570,380 | $570,380 |
| PROSHARES S&P 500 DIV | $147,990 | $147,990 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,229,963 | USGovtObligationsBookVlEOYAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $979,928 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADMINISTRATIVE EXPENSES | $332 | $332 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $632 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAXES PAID | $10,604 | |
| FOREIGN TAX PAID | $192 | $192 |
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