CARIDAD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARIDAD FOUNDATION (EIN 41-2063104)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-17
- IRS object ID
- 201541689349100109
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-17T10:56:14-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKER & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Armand St | AddressLine1Txt |
| City | Monroe | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | 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 | 412063104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARIDAD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARI | BusinessNameControlTxt |
| Phone | 3183873170 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIXON ABELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2015-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDY S PARKER CPA | PreparerPersonNm |
| PTIN | P01066100 | PTIN |
| Phone | 3183873170 | PhoneNum |
| 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 | $1,430,527 | 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 |
| Dividends Rev And Expnss | $35,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,994 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $34,994 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,335 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $271,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,335 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,329 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,994 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $11,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $11,466 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,073 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,073 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $304 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,468 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $19 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $19 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $22,026 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $22,026 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,952 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,968 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,531 | CashBOYAmt |
| Cash EOY | $44,132 | CashEOYAmt |
| Cash EOYFMV | $44,132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,755 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $874 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $856 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,100 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $856 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $856 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $4,836 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,836 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,427,241 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,379,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,379,829 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,436,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,430,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,430,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,436,627 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,430,527 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,436,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,436,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,430,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,436,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,674 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,485,301 | SubtotalAmt |
| Other Decreases | $54,774 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,430,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt |
|---|---|
| Capital Gain Dividends | |
| $31,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,335 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,164 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,346,992 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07213 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,296,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,679 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,294,925 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06153 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,025 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,253,429 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02954 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,595 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,131,896 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05000 | DistributionYr5Rt |
| Total Distribution | 0.28597 | TotalDistributionRt |
| Average Distribution | 0.05719 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,404,803 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,346 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,650 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $99,918 | 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 | $1,650 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,650 | SubtotalAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,836 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,836 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,186 | OverpaymentAmt |
| Applied To ES Tax | $7,186 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON W ABELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3183873170 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 712114007 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DIXON W ABELL | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | President | 1.00 | $0 |
| MARTHA C ABELL | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | Secretary | 1.00 | $0 |
| HELEN ABELL TUFT | ||||||
| 2403 PARGOUD LANDING | MONROE | LA | 71201 | Treasurer | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,398,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,396 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,426,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,426,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,404,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,650 | TotalTaxAmt |
| Distributable Before Adj | $68,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $68,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $68,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,918 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $99,918 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,650 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,268 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $68,590 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $15,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,790 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $99,918 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $68,590 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,328 | RemainingDistriFromCorpusAmt |
| Total Corpus | $117,485 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $117,485 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,225 | ExcessFromYear3Amt |
| Excess From Year2 | $30,790 | ExcessFromYear2Amt |
| Excess From Year1 | $40,142 | ExcessFromYear1Amt |
| Excess From Current Year | $31,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIXON W ABELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 4007 | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3183873170 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD SUITE B | BETHESDA | MD | 20814 | NONE | POF | CHARITABLE | $35,000 |
| AMERICAN RED CROSS | |||||||
| 414 BREARD STREET | MONROE | LA | 71201 | NONE | PC | CHARITABLE | $15,000 |
| ROSE EDUCATION FOUNDATION | |||||||
| 3507 N UNIVERSITY AVE | PROVO | UT | 84604 | NONE | POF | EDUCATIONAL | $10,000 |
| BROWN HOLLEY FUNERAL HOME | |||||||
| 603 FRANCES ST | RAYVILLE | LA | 71269 | NONE | NC | CHARITABLE | $8,755 |
| OUACHITA CHRISTIAN SCHOOL | |||||||
| 7065 HWY 165 N | MONROE | LA | 71203 | NONE | NC | EDUCATIONAL | $7,213 |
| THE NATURE CONSERVANCY OF LOUISIANA | |||||||
| P O BOX 4125 | BATON ROUGE | LA | 70821 | NONE | POF | CHARITABLE | $5,000 |
| FRANKLIN PARISH STEER PROJECT | |||||||
| WINNSBORO | WINNSBORO | LA | 71295 | NONE | NC | CHARITABLE | $4,000 |
| FOOD BANK OF NORTHEAST LOUISIANA | |||||||
| PO BOX 5048 | MONROE | LA | 71211 | NONE | POF | CHARITABLE | $3,000 |
| ST FREDERICK FOUNDATION | |||||||
| 3300 WESTMINISTER AVENUE | MONROE | LA | 71201 | NONE | POF | EDUCATIONAL | $3,000 |
| STRAUSS THEATER CENTER | |||||||
| 1300 LAMY LANE | MONROE | LA | 71201 | NONE | POF | CHARITABLE | $2,500 |
| LEARNING TECH SCHOOL | |||||||
| 2401 OLIVER ROAD | MONROE | LA | 71201 | NONE | POF | EDUCATIONAL | $2,000 |
| LOUISIANA TECH UNIVERSITY | |||||||
| PO BOX 3183 | RUSTON | LA | 71272 | NONE | POF | EDUCATIONAL | $1,500 |
| UNITED WAY OF NORTHEAST LOUISIANA | |||||||
| 1201 HUDSON LANE | MONROE | LA | 71201 | NONE | PC | CHARITABLE | $1,000 |
| VARIOUS GIFTS UNDER 1000 | |||||||
| MONROE | MONROE | LA | 71201 | NC | CHARITABLE | $1,950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,918 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $35,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $170,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,618 | 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 | PARKER & COMPANY, CPA'S | CategoryTxt |
| Amt | $11,466 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,466 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS-TD AMERITRADE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,379,829 | BookValueAmt |
| EOYFMV | $1,379,829 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $19 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $19 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TD AMERITRADE | CategoryTxt |
| Amt | $5,073 | Amt |
| Net Investment Income | $5,073 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,073 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXICISE TAX | $5,164 | $5,164 | |
| FOREIGN TAX PAID | $304 | $304 | $304 |
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