PAUL AND BETTY MCDONALD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND BETTY MCDONALD FOUNDATION (EIN 72-1379238)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-01
- IRS object ID
- 201540919349100204
- Schema version
- 2014v5.0
- 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 | 2015-04-01T10:31:24-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463079687 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN C SCHMIDT CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 WINDING RIDGE DR | AddressLine1Txt |
| City | SHREVEPORT | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 FAIRFIELD 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 | 2015-03-21 | 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 | 3187985019 | PhoneNum |
| Preparation | 2015-03-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $767,337 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $124,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,548 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,400 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,400 | 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 | $6,218 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,218 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,548 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,778 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,291 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $610,156 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $620,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $722,046 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $636,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $767,337 | 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 | $433,418 | RetainedEarningBOYAmt |
| Retained Earning EOY | $461,918 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $636,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $665,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $636,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $665,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $636,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $665,434 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $665,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST | $475 | $460 | $15 | $15 | |
| STATE STREET BANK & TRUST | $54,485 | $36,817 | $17,668 | $17,668 | |
| STATE STREET BANK & TRUST | $52,790 | $26,208 | $26,582 | $26,582 | |
| CAPITAL GAINS DIVIDENDS | $17,194 | $17,194 | $17,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $675,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042122 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $547,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047989 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,490 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $546,721 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042965 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $403,819 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,963 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $292,251 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061464 | DistributionYr5Rt |
| Total Distribution | 0.233666 | TotalDistributionRt |
| Average Distribution | 0.046733 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $757,266 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,389 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $648 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,037 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,150 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,303 | OverpaymentAmt |
| Applied To ES Tax | $2,303 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
| GARRETT VOGEL | ||||||||
| 3767 FOREST LANE SUITE 124 | DALLAS | TX | 75244 | TRUSTEE | 1.00 | $1,100 | $0 | $0 |
| BETSY V BOZE | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | $1,100 | $0 | $0 |
| LEE GRAY BOZE | ||||||||
| 25151 RENEGADE PASS RD | CUSTER | SD | 57730 | TRUSTEE | 1.00 | $1,100 | $0 | $0 |
| BROOX BOZE | ||||||||
| 1300 W STUART ST APT 8 | FORT COLLINS | CO | 80526 | TRUSTEE | 1.00 | $1,100 | $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 | $744,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $768,798 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $768,798 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $757,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,863 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,863 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,297 | TotalTaxAmt |
| Distributable Before Adj | $36,566 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,566 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,939 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,939 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,211 | 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 | $30,355 | 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 |
|---|---|---|---|---|---|---|---|
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| BOY SCOUTS OF AMERICA - NORWELLA COUNCIL | |||||||
| 3508 BEVERLY PLACE | SHREVEPORT | LA | 71104 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| THE GLEN RETIREMENT SYSTEM | |||||||
| 403 EAST FLOURNOY LUCAS ROAD | SHREVEPORT | LA | 71115 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| VOLUNTEERS OF AMERICA - NORTH LOUISIANA | |||||||
| 360 JORDAN STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| PROVIDENCE HOUSE | |||||||
| 814 COTTON STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $2,500 |
| CENTENARY COLLEGE OF LOUISIANA | |||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71104 | N/A | N/A | DESIGNATED GIFT TO WOMEN'S ENDOWMENT QUORUM | $1,000 |
| THE SPRING STREET MUSEUM | |||||||
| 525 SPRING STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| GIRL SCOUTS OF LOUISIANA - PINES TO THE GULF | |||||||
| 1720 KALISTE SALOOM RD | LAFAYETTE | LA | 70508 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| THE COMMUNITY FOUNDATION | |||||||
| 401 EDWARDS ST SUITE 105 | SHREVEPORT | LA | 71101 | N/A | N/A | CONTRIBUTION TO DONOR ADVISED FUND | $1,000 |
| PET SAVERS INC | |||||||
| 632 DUDLEY | SHREVEPORT | LA | 71104 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| FEIST-WIELLER CANCER CENTER | |||||||
| 920 PIERREMONT ROAD STE 407 | SHREVEPORT | LA | 71106 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SOUTHFIELD SCHOOL | |||||||
| 1100 SOUTHFIELD ROAD | SHREVEPORT | LA | 71106 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| JUNIOR ACHIEVEMENT OF NORTHWEST LA | |||||||
| 3003 KNIGHT STREET SUITE 118 | SHREVEPORT | LA | 71105 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| SALVATION ARMY | |||||||
| 200 EAST STONER AVENUE | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA | |||||||
| PO BOX 38050 | SHREVEPORT | LA | 711338050 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| COMMUNITY RENEWAL INTERNATIONAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 711340678 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| RED RIVER RADIO NETWORK | |||||||
| PO BOX 5250 | SHREVEPORT | LA | 71135 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $250 |
| SHREVEPORT SYMPHONY ORCHESTRA | |||||||
| PO BOX 205 | SHREVEPORT | LA | 711620205 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| CEDAR GROVE LIBRARY | |||||||
| 8303 LINE AVENUE | SHREVEPORT | LA | 71106 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| YMCA OF NORTHWEST LOUISIANA | |||||||
| PO BOX 566 | SHREVEPORT | LA | 71162 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,500 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,070 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $72,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,548 | 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 | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $575,070 | $679,765 |
| INTERNATIONAL STOCK FUNDS | FMV | $45,073 | $42,281 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $6,218 | Amt |
| Net Investment Income | $6,218 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,199 | $0 | $0 |
| FORIEGN TAXES | $231 | $231 | $0 |
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