COMMUNITY FOUNDATION OF NORTH LOUISIANA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF NORTH LOUISIANA (EIN 72-6022365)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-23
- IRS object ID
- 201442969349300809
- Schema version
- 2013v3.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-23T14:18:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720398470 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARD MCELROY & VESTAL LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 TEXAS STREET SUITE 1525 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726022365 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION OF NORTH LOUISIANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 3182210582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDWARDS STREET NO 105 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711015508 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAIGE CARLISLE | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 3182210582 | PhoneNum |
| Signature | 2014-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIM B NIELSEN | PreparerPersonNm |
| PTIN | P00086151 | PTIN |
| Phone | 3184291525 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAULA HICKMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDWARDS STREET NO 105 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711015508 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $34,409,650 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFNLA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO STRENGHTHEN THE COMMUNITY THROUGH PHILANTHROPY | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $53,641 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,006,021 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,066,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,338,270 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,562,872 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,933,993 | PYOtherRevenueAmt |
| CY Other Revenue | $470,242 | CYOtherRevenueAmt |
| PY Total Revenue | $10,278,284 | PYTotalRevenueAmt |
| CY Total Revenue | $11,099,579 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,656,967 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,252,391 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $391,753 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $380,728 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,943 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,299,566 | PYOtherExpensesAmt |
| CY Other Expenses | $1,082,160 | CYOtherExpensesAmt |
| PY Total Expenses | $4,348,286 | PYTotalExpensesAmt |
| CY Total Expenses | $5,715,279 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,929,998 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,384,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,561,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,905,012 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,048,911 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,496,014 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $79,512,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,408,998 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO STRENGHTHEN THE COMMUNITY THROUGH PHILANTHROPY | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,415,188 | ExpenseAmt |
| Grant | $4,252,391 | GrantAmt |
| Desc | THE COMMUNITY FOUNDATION OF NORTH LOUISIANA SERVES AS A POWERFUL CATALYST FOR BUILDING CHARITABLE GIVING AND EFFECTING POSITIVE CHANGE IN OUR AREA. IN OUR SHARED ENDEAVOR TO BUILD A MORE ROBUST AND VIBRANT COMMUNITY, WE FUND A VARIETY OF CRITICAL INITIATIVES, INLCUDING EDUCATION, HEALTH, ARTS AND CULTURE, AND POVERTY ALLEVIATION.THE FOUNDATION HAS SUCCESSFULLY STEWARDED THE PHILANTHROPIC INTERESTS OF PAST DONORS AND IS POISED TO LEAD THE NEXT GENERATION OF GIVERS TO ADDRESS THE CHALLENGES FACING OUR REGION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $392,155 | ExpenseAmt |
| Revenue | $300,924 | RevenueAmt |
| Desc | WORKFORCE INNOVATIONS IN NORTHWEST LOUISIANA (WINLA) IS A REGIONAL FUNDING COLLABORATIVE WITH THE STRATEGIC VISION OF CREATING CAREER PATHWAYS FOR UNEMPLOYED AND UNDER-EMPLOYED INDIVIDUALS AND PROMOTING ECONOMIC VITALITY IN NORTHWEST LOUISIANA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $139,120 | ExpenseAmt |
| Desc | STEP FORWARD'S PURPOSE IS TO SERVE AS A CATALYST FOR WORKING TOGETHER ACROSS SECTORS AND GEOGRAPHICAL LINES TO PREPARE THE STUDENTS OF BOSSIER, CADDO AND DESOTO PARISHES FOR ACADEMIC ACHIEVEMENT, PRODUCTIVE CITIZENSHIP AND GLOBAL COMPETITIVENESS, FROM CRADLE TO CAREER. STEP FORWARD EXISTS TO CREATE A CIVIC INFRASTRUCTURE THAT ALIGNS AND SUPPORTS THE MYRIAD EFFORTS TO DRIVE EXCELLENCE IN EDUCATION LOCALLY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $54,971 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES INCLUDE COMMUNITY COUNTS, READING PIPELINE PROGRAMS AND HEALTHY GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROJECT (HGIO). | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $54,971 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $5,001,434 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3182210582 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 EDWARDS STREET SUITE 105 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TERRY DAVIS | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS H MURPHY | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| OLLIE S TYLER | ||||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD J CRAWFORD III | ||||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DON E JONES | ||||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JANE D RICHARDSON | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BOBBY JELKS | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PAULA HICKMAN | ||||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $109,000 | $0 | $6,540 | Yes (X) | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,540 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CARTER CONSTRUCTION | |||||
| 705 TEXAS STREET SUITE C | SHREVEPORT | LA | 71101 | CONSTRUCTION | $299,592 |
| CSG CONSULTING INC | |||||
| 754 SLATTERY | SHREVEPORT | LA | 71104 | PLANNING AND IMPLEMENTATION OF STEP FORW | $126,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,363,982 | RelatedOrganizationsAmt |
| All Other Contributions | $3,702,483 | AllOtherContributionsAmt |
| Noncash Contributions | $1,881,195 | NoncashContributionsAmt |
| Total Contributions | $7,066,465 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,913,218 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $16,416 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,896,802 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $393,214 | TotalRevenueColumnAmt |
| Exclusion | $393,214 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $363 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363 | TotalRevenueColumnAmt |
| Exclusion | $363 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,959,725 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,310,071 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,649,654 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,649,654 | TotalRevenueColumnAmt |
| Exclusion | $1,649,654 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER INCOME | 900099 | $39,440 | $39,440 | |
| WORKING INTEREST, OIL & GAS | 211110 | $37,225 | $37,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,665 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,099,579 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,641 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,979,473 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,252,391 | TotalAmt |
| Program Services | $4,252,391 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,000 | TotalAmt |
| Program Services | $76,300 | ProgramServicesAmt |
| Management And General | $16,350 | ManagementAndGeneralAmt |
| Fundraising | $16,350 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,208 | TotalAmt |
| Program Services | $54,976 | ProgramServicesAmt |
| Management And General | $125,672 | ManagementAndGeneralAmt |
| Fundraising | $46,560 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,568 | TotalAmt |
| Program Services | $6,860 | ProgramServicesAmt |
| Management And General | $7,421 | ManagementAndGeneralAmt |
| Fundraising | $3,287 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,952 | TotalAmt |
| Program Services | $10,524 | ProgramServicesAmt |
| Management And General | $11,385 | ManagementAndGeneralAmt |
| Fundraising | $5,043 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,533 | TotalAmt |
| Management And General | $84,533 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,375 | TotalAmt |
| Management And General | $47,375 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,792 | TotalAmt |
| Program Services | $7,930 | ProgramServicesAmt |
| Management And General | $7,932 | ManagementAndGeneralAmt |
| Fundraising | $7,930 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,080 | TotalAmt |
| Program Services | $20,424 | ProgramServicesAmt |
| Management And General | $27,232 | ManagementAndGeneralAmt |
| Fundraising | $20,424 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,900 | TotalAmt |
| Program Services | $6,760 | ProgramServicesAmt |
| Management And General | $5,070 | ManagementAndGeneralAmt |
| Fundraising | $5,070 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,029 | TotalAmt |
| Management And General | $49,029 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,287 | TotalAmt |
| Management And General | $68,287 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY PROGRAMS | $586,180 | $586,180 | ||
| EXPENSES-AGENCY FUNDS | $60,108 | $60,108 | ||
| PUBLIC RELATIONS | $25,841 | $25,841 | ||
| REAL ESTATE FEES | $19,781 | $19,781 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,254 | TotalAmt |
| Program Services | -$20,911 | ProgramServicesAmt |
| Management And General | $35,727 | ManagementAndGeneralAmt |
| Fundraising | $17,438 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,715,279 | TotalAmt |
| Program Services | $5,001,434 | ProgramServicesAmt |
| Management And General | $565,902 | ManagementAndGeneralAmt |
| Fundraising | $147,943 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,687 | BOYAmt |
| EOY | $252,732 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,568,400 | BOYAmt |
| EOY | $11,076,070 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,208,250 | BOYAmt |
| EOY | $710,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,122 | BOYAmt |
| EOY | $19,390 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $506,426 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $124,463 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,930 | BOYAmt |
| EOY | $381,963 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,153 | BOYAmt |
| EOY | $324,770 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,114,517 | BOYAmt |
| EOY | $76,139,798 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,561,059 | BOYAmt |
| EOY | $88,905,012 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,386 | BOYAmt |
| EOY | $236,258 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $285,990 | BOYAmt |
| EOY | $168,364 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,449,535 | BOYAmt |
| EOY | $7,091,392 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,048,911 | BOYAmt |
| EOY | $7,496,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,061,065 | BOYAmt |
| EOY | $57,620,021 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,913,422 | BOYAmt |
| EOY | $2,013,829 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,537,661 | BOYAmt |
| EOY | $21,775,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,512,148 | BOYAmt |
| EOY | $81,408,998 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,561,059 | BOYAmt |
| EOY | $88,905,012 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,384,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,440,323 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,927,773 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,631,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,427,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,928,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,006,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,066,465 | CurrentTaxYearAmt |
| Total | $16,059,513 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,631,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,427,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,928,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,006,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,066,465 | CurrentTaxYearAmt |
| Total | $16,059,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,660,985 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,398,528 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,344,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,639,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,147,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,752,514 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,306,795 | CurrentTaxYearAmt |
| Total | $17,190,766 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,607 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,665 | CurrentTaxYearAmt |
| Total | $455,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,705,717 | TotalSupportAmt |
| Public Support CY170 | 0.42720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39480 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 70 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $122,649 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,468,900 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,567,861 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,449,535 | BeginningYearBalanceAmt |
| Contributions | $85,462 | ContributionsAmt |
| Investment Earnings Or Losses | $728,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $211,701 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $60,108 | AdministrativeExpensesAmt |
| End Year Balance | $6,991,392 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,888,102 | BeginningYearBalanceAmt |
| Contributions | $121,781 | ContributionsAmt |
| Investment Earnings Or Losses | $592,943 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $102,271 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $51,020 | AdministrativeExpensesAmt |
| End Year Balance | $6,449,535 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,745,050 | BeginningYearBalanceAmt |
| Contributions | $144,442 | ContributionsAmt |
| Investment Earnings Or Losses | $146,543 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $101,936 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $45,997 | AdministrativeExpensesAmt |
| End Year Balance | $5,888,102 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,995,289 | BeginningYearBalanceAmt |
| Contributions | $190,000 | ContributionsAmt |
| Investment Earnings Or Losses | $692,654 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $90,323 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $42,570 | AdministrativeExpensesAmt |
| End Year Balance | $5,745,050 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,118,761 | BeginningYearBalanceAmt |
| Contributions | $195,092 | ContributionsAmt |
| Investment Earnings Or Losses | $794,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $72,206 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $40,802 | AdministrativeExpensesAmt |
| End Year Balance | $4,995,289 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $322,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,335 | DepreciationAmt |
| Book Value | $286,645 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $183,446 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,128 | DepreciationAmt |
| Book Value | $95,318 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $381,963 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CASH VALUE LIFE INSURANCE | $112,019 |
| REMAINDER INTEREST IN CRT | $1,089,987 |
| INVESTMENTS-BANK POOLS | $61,110,619 |
| INVESTMENTS-TRUSTS (EXCLUDING STILES) | $13,827,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $76,139,798 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD AS AGENCY ENDOWMENTS | $6,991,392 |
| AMOUNTS DESIGNATED SPECIFICALLY FOR 2014 BUDGET | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,091,392 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,781,529 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,440,323 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $419,275 | OtherRevenueAmt |
| Revenue Not Reported | $4,859,598 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,921,931 | RevenueSubtotalAmt |
| Other Revenues Not Included | $4,177,648 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,177,648 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,099,579 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,593,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $150,433 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $150,433 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,443,469 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $271,810 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $271,810 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,715,279 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION AND THE TRUST ARE NONPROFIT ORGANIZATIONS AND ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS FURTHER DETERMINED THAT THE TRUST IS A SUPPORTING ORGANIZATION AS DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS, BUT THE FOUNDATION IS REQUIRED TO FILE AN ANNUAL INFORMATION TAX RETURN. THE FOUNDATION IS ALSO REQUIRED TO REVIEW VARIOUS TAX POSITIONS IT HAS TAKEN WITH RESPECT TO ITS EXEMPT STATUS AND DETERMINE WHETHER IN FACT IT IS A TAX EXEMPT ENTITY. THE FOUNDATION MUST ALSO CONSIDER WHETHER IT HAS NEXUS IN JURISDICTIONS IN WHICH IT HAS INCOME AND WHETHER A TAX RETURN IS REQUIRED IN THOSE JURISDICTIONS. IN ADDITION, AS A TAX EXEMPT ENTITY, THE FOUNDATION MUST ASSESS WHETHER IT HAS ANY TAX POSITIONS ASSOCIATED WITH UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX. THE FOUNDATION DOES NOT EXPECT ITS POSITIONS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. ANY PENALTIES RELATED TO LATE FILING OR OTHER REQUIREMENTS WOULD BE RECOGNIZED AS PENALTIES EXPENSE IN THE FOUNDATION'S ACCOUNTING RECORDS. THE FOUNDATION FILES U.S. FEDERAL FORM 990 FOR INFORMATIONAL PURPOSES. THE FOUNDATION'S FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS 2010 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 44,987. STILES TRUST INCOME 374,289. ROUNDING -1. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE FROM AGENCY FUNDS 813,666. STILES TRUST ELIMINATION REVERSAL 3,363,982. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | STILES TRUST EXPENSES 150,433. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ROUNDING 1. EXPENSES FROM AGENCY FUNDS 271,809. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT IN A PASSIVE FOREIGN INVESTMENT COMPANY | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $3,049,988 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $3,049,988 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $3,049,988 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART I, LINE 3(F) | FormAndLineReferenceDesc |
| Explanation | AMOUNT OF THE INVESTMENT IS $3,000,000. AMOUNT OF THE INVESTMENT EXPENSE IS $49,988. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (90 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| B'NAI ZION CONGREGATION | ||||||||
| 245 SOUTHFIELD ROAD | SHREVEPORT | LA | 71105 | 131663143 | 501(C)3 | $11,000 | GENERAL SUPPORT, ANNUAL FUND, RABBI'S DISCRETIONARY FUND | |
| ALLIANCE FOR EDUCATION | ||||||||
| 820 JORDAN STREET SUITE 485 | SHREVEPORT | LA | 71101 | 721466587 | 501(C)3 | $74,847 | GENERAL SUPPORT, TEACHER MINI GRANTS | |
| BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA | ||||||||
| 1505 KINGS HIGHWAY | SHREVEPORT | LA | 71103 | 581711612 | 501(C)3 | $63,291 | GENERAL SUPPORT, MAKING GOOD TEACHERS GREAT: STEMTEACH | |
| BOSSIER PARISH COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 6220 EAST TEXAS | BOSSIER CITY | LA | 71111 | 721393535 | 501(C)3 | $110,000 | FOR SCHOLARSHIP AWARDS FOR STUDENTS IN BPCC'S OIL AND GAS PRODUCTION TECHOLOGY PROGRAM | |
| BOY SCOUTS OF AMERICA NORWELA COUNCIL | ||||||||
| 3508 BEVERLY PLACE | SHREVEPORT | LA | 71104 | 720423629 | 501(C)3 | $14,750 | FOR GENERAL SUPPORT, THE GOLDEN EAGLE GIVING CLUB, THE SPORTING CLAY SHOOT | |
| CENTENARY COLLEGE OF LOUISIANA | ||||||||
| PO BOX 41188 | SHREVEPORT | LA | 71134 | 720408915 | 501(C)3 | $22,290 | GENERAL SUPPORT, SCHOLARSHIPS FOR CENTENARY COLLEGE STUDENTS, FOR THE WOMEN'S ENDOWMENT QUORUM | |
| CHRISTIAN SERVICE PROGRAM | ||||||||
| P O BOX 21 | SHREVEPORT | LA | 71161 | 720954139 | 501(C)3 | $6,235 | FOR GENERAL SUPPORT | |
| ACLU FOUNDATION OF LOUISIANA | ||||||||
| P O BOX 56157 | NEW ORLEANS | LA | 70156 | 720717944 | 501(C)3 | $16,000 | GENERAL SUPPORT, OPERATING SUPPORT | |
| BERNSTEIN DEVELOPMENT INC | ||||||||
| 1706 HOLLYWOOD AVENUE | SHREVEPORT | LA | 71108 | 711037209 | 501(C)3 | $11,900 | FOR CAMP BERNSTEIN SUMMER READING PROGRAM | |
| COMMON GROUND COMMUNITY INC | ||||||||
| 4830 LINE AVENUE 117 | SHREVEPORT | LA | 71106 | 200747912 | 501(C)3 | $10,000 | FOR OPERATING OR MAINTENANCE EXPENSES FOR THE ORGANIZATION'S VARIOUS MINISTRIES | |
| COMMUNITY RENEWAL INTERNATIONAL | ||||||||
| P O BOX 4678 | SHREVEPORT | LA | 71134 | 721213057 | 501(C)3 | $13,000 | GENERAL SUPPORT, FOR FRIENDSHIP HOUSES | |
| COUNCIL ON FOUNDATIONS | ||||||||
| 2121 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | 136068327 | 501(C)3 | $6,950 | FOR 2013 COUNCIL ON FOUNDATIONS GRANT | |
| CULVER EDUCATIONAL FOUNDATION | ||||||||
| 1300 ACADEMY RD NO 156 | CULVER | IN | 46511 | 350868071 | 501(C)3 | $25,000 | FOR FINANCIAL AID FOR STUDENTS ATTENDING CULVER MILITARY ACADEMY | |
| GOODWILL INDUSTRIES OF NORTH LOUISIANA INC | ||||||||
| 800 W 70TH STREET | SHREVEPORT | LA | 71106 | 720460816 | 501(C)3 | $13,641 | FOR GENERAL SUPPORT | |
| HAP HOUSE | ||||||||
| P O BOX 5089 | BOSSIER CITY | LA | 71171 | 720953817 | 501(C)3 | $5,262 | FOR GENERAL SUPPORT | |
| JUNIOR ACHIEVEMENT OF NORTH LOUISIANA INC | ||||||||
| 3825 GILBERT DRIVE | SHREVEPORT | LA | 71104 | 720595081 | 501(C)3 | $17,469 | FOR GENERAL SUPPORT | |
| LOUISIANA STATE UNIVERSITY IN BATON ROUGEOFFICE OF BURSAR OPERATIONS | ||||||||
| 125 THOMAS BOYD HALL | BATON ROUGE | LA | 70803 | 726000848 | 501(C)3 | $8,750 | FOR SCHOLARSHIPS | |
| LSUHSC | ||||||||
| 1501 KINGS HIGHWAY | SHREVEPORT | LA | 71130 | 720702002 | $77,947 | FOR HEALTH GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROGRAM; FOR FEIST-WEILLER CANCER CENTER | ||
| C E BYRD HIGH SCHOOL | ||||||||
| 3201 LINE AVENUE | SHREVEPORT | LA | 71104 | 726000224 | $6,500 | FOR THE LYLE LEADERSHIP PROGRAM, FOR OPERATIONAL SUPPORT | ||
| LSU HEALTH SCIENCES FOUNDATION IN SHREVEPORT | ||||||||
| 920 PIERREMONT ROAD SUITE 407 | SHREVEPORT | LA | 71106 | 721402222 | 501(C)3 | $28,806 | FOR GENERAL SUPPORT, FOR THE FEIST-WEILLER CANCER CENTER, FOR THE MOLLIE E. WEBB SPEECH AND HEARING CENTER, FOR AN EVENING OF HEROES | |
| LSU IN SHREVEPORT FOUNDATION INC | ||||||||
| ONE UNIVERSITY PLACE ADMINISTRATION | SHREVEPORT | LA | 71115 | 721031108 | 501(C)3 | $238,298 | FOR RED RIVER RADIO; FOR HEALTHY GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROGRAM; FOR EXPENSES RELATED TO A BASIC MATH COURSE FOR INMATES AT THE BOSSIER MEDIUM SECURITY FACILITY, FOR LAPREP AND ITS ASSOCIATED PROGRAMS, FOR THE STILES SCHOLARSHIPS | BUILDING 272 |
| MARTIN LUTHER KING HEALTH CENTER | ||||||||
| 827 MARGARET PLACE STE 201 | SHREVEPORT | LA | 71101 | 721079721 | 501(C)3 | $82,698 | FOR GENERAL SUPPORT; FOR HEALTHY GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROGRAM; FOR ACCESS TO HEALTHCARE & PHARMACY SERVICES FOR MEDICALLY UNDERSERVED RESIDENTS OF THE SHREVEPORT/BOSSIER AREA | |
| MILITARY RELIGIOUS FREEDOM FOUNDATION INC | ||||||||
| 13170-B CENTRAL AVENUE SE SUITE 255 | ALBUQUERQUE | NM | 87123 | 203967302 | 501(C)3 | $73,581 | FOR GENERAL SUPPORT | 255 |
| MONTESSORI SCHOOL FOR SHREVEPORT | ||||||||
| 2605 CE GALLOWAY BOULEVARD | SHREVEPORT | LA | 71104 | 720594556 | 501(C)3 | $10,100 | FOR GENERAL SUPPORT | |
| NATURE CONSERVANCY | ||||||||
| P O BOX 4125 | BATON ROUGE | LA | 70821 | 530242652 | 501(C)3 | $10,000 | FOR GENERAL SUPPORT | |
| NORTH LOUISIANA ECONOMIC PARTNERSHIP | ||||||||
| 415 TEXAS STREET SUITE 320 | SHREVEPORT | LA | 71101 | 720936419 | 501(C)3 | $28,671 | FOR GENERAL SUPPORT; FOR THE WORKFORCE DEVELOPMENT PROJECT | |
| NORTH LOUISIANA JEWISH FEDERATION | ||||||||
| 245-A SOUTHFIELD ROAD | SHREVEPORT | LA | 71105 | 720408964 | 501(C)3 | $11,500 | FOR GENERAL SUPPORT | |
| NORTHWEST LOUISIANA FOOD BANK | ||||||||
| 2307 TEXAS AVENUE | SHREVEPORT | LA | 71103 | 721328890 | 501(C)3 | $72,065 | GENERAL SUPPORT, FOR PROVIDING MEALS TO CHILDREN, FAMILIES AND SENIORS, FOR THE BACKPACK PROGRAM | |
| NORTHWESTERN STATE UNIVERSITY FOUNDATION INC | ||||||||
| 535 UNIVERSITY PARKWAY | NATCHITOCHES | LA | 71497 | 726021495 | 501(C)3 | $25,000 | FOR SCHOLARSHIPS | |
| PUBLIC AFFAIRS RESEARCH COUNCIL | ||||||||
| P O BOX 14776 | BATON ROUGE | LA | 70898 | 720436118 | 501(C)3 | $105,879 | FOR GENERAL SUPPORT AND OPERATIONS | |
| PROVIDENCE HOUSE | ||||||||
| 814 COTTON ST | SHREVEPORT | LA | 71101 | 721205164 | 501(C)3 | $156,125 | FOR GENERAL SUPPORT; BREAKING THE HOMELESS CYCLE ONE FAMILY AT A TIME | |
| RED RIVER FILM SOCIETY INC | ||||||||
| 617 TEXAS STREET | SHREVEPORT | LA | 71101 | 421562125 | 501(C)3 | $27,800 | FOR GENERAL SUPPORT; EMPOWERING FAMILIES AND TEENS | |
| RED RIVER REVEL INC | ||||||||
| 101 CROCKETT STREET SUITE C | SHREVEPORT | LA | 71101 | 720953274 | 501(C)3 | $27,712 | FOR GENERAL SUPPORT | |
| SCI-PORT DISCOVERY CENTER | ||||||||
| 820 CLYDE FANT PARKWAY | SHREVEPORT | LA | 71101 | 721136273 | 501(C)3 | $88,000 | FOR GENERAL SUPPORT; FOR TRAVELING EXHIBITS; UNDERWATER ROBOTIC ADVENTURES | |
| SHREVEPORT REGIONAL ARTS COUNCIL | ||||||||
| 801 CROCKETT STREET | SHREVEPORT | LA | 71101 | 720805661 | 501(C)3 | $42,157 | FOR ARTSPACE, FOR GENERAL SUPPORT; FOR UNSCENE! | |
| SHREVEPORT SYMPHONY ORCHESTRA INC | ||||||||
| P O BOX 205 | SHREVEPORT | LA | 71162 | 726001334 | 501(C)3 | $5,138 | FOR GENERAL SUPPORT | |
| SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| 3100 SAMFORD AVE | SHREVEPORT | LA | 71103 | 362193608 | 501(C)3 | $8,108 | FOR GENERAL SUPPORT | |
| SOUTHERN UNIVERSITY AT SHREVEPORT | ||||||||
| 3050 MARTIN LUTHER KING JR DRIVE | SHREVEPORT | LA | 71107 | 721222290 | $20,000 | FOR SCHOLARSHIPS | ||
| SOUTHFIELD SCHOOL | ||||||||
| 1100 SOUTHFIELD RD | SHREVEPORT | LA | 71106 | 720439760 | 501(C)3 | $5,100 | FOR GENERAL SUPPORT; FOR THE "OPENING DOORS" CAMPAIGN | |
| COHABITAT FOUNDATION | ||||||||
| 500 CLYDE FANT PKWY SUITE 200 | SHREVEPORT | LA | 71101 | 271566437 | 501(C)3 | $5,000 | FOR GENERAL SUPPORT | |
| THE HIGHLAND CENTER CORPORATION | ||||||||
| 333 TEXAS STREET SUITE 1500 | SHREVEPORT | LA | 71101 | 272489481 | 501(C)3 | $6,000 | FOR HIGHLAND CENTER MINISTRIES FOR MAGGIE LEE'S CLOSET - UNIFORMS FOR UNDER-RESOURCED CHILDREN | |
| THE STRAND THEATRE OF SHREVEPORT CORPORATION | ||||||||
| 619 LOUISIANA AVENUE STE 200 | SHREVEPORT | LA | 71101 | 720800065 | 501(C)3 | $8,566 | FOR OPERATING AND GENERAL SUPPORT | |
| THE RENSSELAERVILLE INSTITUTE | ||||||||
| 2 OAKWOOD PLACE | DELMAR | NY | 12054 | 146027612 | 501(C)3 | $15,838 | FOR THE CENTER FOR WHAT WORKS TO PROVIDE TECHNICAL ASSISTANCE TO LOCAL NONPROFITS IN DEFINING OUTCOME MEASUREMENT | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 701185684 | 720423889 | 501(C)3 | $527,200 | FOR TULANE LAW SCHOOL GENERAL SUPPORT, FOR TULANE LAW SCHOOL FOR THE JUDGE JACQUES L. WIENER, JR. FAMILY FUND FOR LEGAL EXCELLENCE, FOR THE FREEMAN SCHOOL OF BUSINESS FOR GENERAL SUPPORT | |
| UNITED WAY OF NORTHWEST LOUISIANA | ||||||||
| 402 EDWARDS STREET | SHREVEPORT | LA | 71101 | 720503930 | 501(C)3 | $80,055 | FOR GENERAL SUPPORT, FOR PROVIDING EYE GLASSES TO SCHOOL CHILDREN IN NEED; FOR THE TOCQUEVILLE SOCIETY; FOR COMMUNITY HEALTH | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 360 JORDAN STREET | SHREVEPORT | LA | 71101 | 720506820 | 501(C)3 | $202,487 | FOR GENERAL SUPPORT, FOR THE LIGHTHOUSE FOR ART PROGRAM SUPPLIES, FOR HEALTHY GREEN AND INTO THE OBESITY PREVENTION PROGRAM; FOR THE "VETERANS SERVICE FUND" | |
| BOSSIER COUNCIL ON AGING | ||||||||
| 706 BEARKAT DRIVE | BOSSIER CITY | LA | 71111 | 720822231 | 501(C)3 | $12,700 | FOR BOSSIER PARISH MEAL SITE/SENIOR CENTERS EXPANSION | |
| CADDO COUNCIL ON AGING | ||||||||
| 1700 BUCKNER ST STE 240 | SHREVEPORT | LA | 71101 | 720715821 | 501(C)3 | $32,948 | FOR HOME DELIVERED MEALS (MEALS ON WHEELS), FOR GENERAL SUPPORT | |
| UNIVERSITY OF LOUISIANA AT LAFAYETTE SCHOLARSHIP OFFICE | ||||||||
| P O BOX 44050 | LAFAYETTE | LA | 70504 | 726000820 | 501(C)3 | $5,000 | FOR SCHOLARSHIPS | |
| CAREER COMPASS OF LOUISIANA | ||||||||
| 17425 JEFFERSON HWY STE G | BATON ROUGE | LA | 70817 | 204511965 | 501(C)3 | $70,000 | TO PROVIDE CAREER AND COLLEGE COUNSELING TO HIGH SCHOOL STUDENTS IN BOSSIER AND CADDO PARISH SCHOOL SYSTEMS | |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE OF NORTHWEST LOUISIANA | ||||||||
| 2000 FAIRFIELD AVE | SHREVEPORT | LA | 71104 | 720544581 | 501(C)3 | $10,000 | FOR 2013 ROI AWARD, FOR GENERAL SUPPORT | |
| DAVID RAINES COMMUNITY HEALTH CENTERS INC | ||||||||
| 3041 MARTIN LUTHER KING JR DRIVE | SHREVEPORT | LA | 71107 | 582000630 | 501(C)3 | $40,043 | FOR TRANSPORTATION | |
| DRESS FOR SUCCESS SHREVEPORT-BOSSIER INC | ||||||||
| 520 OLIVE STREET | SHREVEPORT | LA | 71104 | 870718643 | 501(C)3 | $15,000 | FOR GENERAL SUPPORT | |
| GINGERBREAD HOUSE | ||||||||
| 1700 BUCKNER ST STE 101 | SHREVEPORT | LA | 71101 | 721390471 | 501(C)3 | $40,000 | FOR THE CHILD ADVOCACY PROGRAM | |
| HOLY ANGELS RESIDENTICAL FACILITY | ||||||||
| 10450 ELLERBE ROAD | SHREVEPORT | LA | 71106 | 720628035 | 501(C)3 | $147,752 | FOR GENERAL SUPPORT; EMERGENCY PREPAREDNESS AND SECURITY SYSTEM IMPROVEMENTS; ANGEL UNIVERSITY; DAVID RICE MEMORIAL RUN | |
| DSDC2 INC | ||||||||
| 401 EDWARDS STREET SUITE 205 | SHREVEPORT | LA | 71101 | 721427495 | 501(C)3 | $100,000 | SHREVEPORT COMMON MARKET STUDY, DEVELOP DOWNTOWN-HISTORIC BUILDING RENOVATION ASSISTANCE | |
| FILM PRIZE FOUNDATION | ||||||||
| 401 MARKET ST SUITE 860 | SHREVEPORT | LA | 71101 | 352433985 | 501(C)3 | $10,000 | FOR LOUISIANA FILM PRIZE | |
| LOUISIANA ASSOCIATION OF NONPROFIT ORGANIZATIONS (LANO) | ||||||||
| P O BOX 66558 | BATON ROUGE | LA | 70896 | 721444119 | 501(C)3 | $35,000 | FOR THE LOUISIANA INITIATIVE AND COMMUNITY LEADERS | |
| LOUISIANA ENDOWMENT FOR THE HUMANITIES | ||||||||
| 938 LAFAYETTE ST SUITE 300 | NEW ORLEANS | LA | 70113 | 720795568 | 501(C)3 | $7,833 | FOR GENERAL SUPPORT | |
| MOTHERS AGAINST DRUGS OF LOUISIANA INC | ||||||||
| P O BOX 44349 | SHREVEPORT | LA | 711344349 | 720981860 | 501(C)3 | $157,471 | FOR THE HEALTHY, GREEN AND INTO THE OUTDOORS PROGRAMS | |
| FOUNDATION FOR A BETTER LOUISIANA | ||||||||
| PO BOX 4308 | BATON ROUGE | LA | 70821 | 720575929 | 501(C)3 | $27,500 | FOR GENERAL SUPPORT | |
| SAMARITAN COUNSELING CENTER INC | ||||||||
| 1525 STEPHENS STREET | SHREVEPORT | LA | 71101 | 721014069 | 501(C)3 | $25,000 | FOR THE "HEART FOR HEROES" PROGRAM | |
| SHREVEPORT GREEN | ||||||||
| 3625 SOUTHERN AVE | SHREVEPORT | LA | 71104 | 720970610 | 501(C)3 | $170,825 | FOR GENERAL SUPPORT; FOR HEALTHY GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROGRAM | |
| THE SALVATION ARMY | ||||||||
| 200 E STONER AVE | SHREVEPORT | LA | 71101 | 580660607 | 501(C)3 | $164,742 | FOR GENERAL SUPPORT; BOYS AND GIRLS CLUB | |
| THEATRE OF THE PERFORMING ARTS OF SHREVEPORT | ||||||||
| 4005 LAKESHORE DR | SHREVEPORT | LA | 71109 | 720808937 | 501(C)3 | $30,000 | FOR THE YAZZY (YOUTH CELEBRATING JAZZ) SERIES | |
| VOLUNTEERS FOR YOUTH JUSTICE | ||||||||
| 900 JORDAN STREET | SHREVEPORT | LA | 71101 | 721057695 | 501(C)3 | $30,053 | FOR TEEN COURT; FOR THE GEMS AND GENTS PROGRAM; GENERAL SUPPORT | |
| YOUTH ENRICHMENT PROGRAM | ||||||||
| 4700 LINE AVENUE STE 207 | SHREVEPORT | LA | 711061533 | 581727972 | 501(C)3 | $15,771 | FOR GENERAL SUPPORT; YEP PLUS | |
| FRIENDS OF THE MANSFIELD FEMALE COLLEGE MUSEUM INC | ||||||||
| 101 MONROE ST | MANSFIELD | LA | 71052 | 432100668 | 501(C)3 | $11,000 | FOR PARKING LOT COSTS; SEED MONEY TO BENEFIT THE ORGANIZATION | |
| FULLER CENTER FOR HOUSING OF NORTHWEST LOUISIANA INC | ||||||||
| P O BOX 3173 | SHREVEPORT | LA | 71133 | 208226010 | 501(C)3 | $85,266 | FOR GENERAL SUPPORT; FULLER CENTER GROCERY STORE | |
| GALILEE CITY CORPORATION | ||||||||
| 1500 PIERRE AVENUE | SHREVEPORT | LA | 71103 | 721458943 | 501(C)3 | $20,000 | FOR GENERAL OPERATING EXPENSES | |
| HOPE FOR THE HOMELESS INC | ||||||||
| 762 AUSTIN PLACE | SHREVEPORT | LA | 71101 | 721476208 | 501(C)3 | $90,000 | FOR HOPE CONNECTIONS | |
| INNER CITY ENTREPRENEUR INSTITUTE | ||||||||
| 820 JORDAN STREET SUITE 315 | SHREVEPORT | LA | 71101 | 721418314 | 501(C)3 | $15,000 | FOR BIZCAMP | |
| INTERNATIONAL ORDER OF ST HUBERTUS USA FOUNDATION | ||||||||
| P O BOX 1750 | HOLLISTER | CA | 95024 | 720595081 | 501(C)3 | $10,000 | FOR GENERAL SUPPORT | |
| KIDS IN DISTRESSED SITUATIONS | ||||||||
| 112 WEST 34TH ST SUITE 1133 | NEW YORK | NY | 10120 | 133300271 | 501(C)3 | $15,000 | FOR SHREVEPORT CAPACITY BUILDING PROGRAM | |
| LITERACY VOLUNTEERS AT CENTENARY COLLEGE | ||||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71134 | 721124343 | 501(C)3 | $12,000 | SPONSORSHIP OF 25 ADULT LITERACY STUDENTS; FOR GENERAL SUPPORT | |
| LOUISIANA ASSOCIATION OF COMPULSIVE GAMBLING | ||||||||
| 324 TEXAS STREET | SHREVEPORT | LA | 71101 | 721289308 | 501(C)3 | $15,000 | HELPLINE OPERATIONS: SUICIDE PREVENTION HELPLINE, SUBSTANCE ABUSE HELPLINE, PROBLEM GAMBLERS HELPLINE | |
| NICASIO VOLUNTEER FIRE DEPARTMENT | ||||||||
| P O BOX 791 | NICASIO | CA | 94946 | 237408541 | 501(C)4 | $50,000 | FOR THE PURCHAE OF A NEW FIRE TRUCK | |
| NORTHWEST LOUISIANA WAR VETERANS HOME FUND INC | ||||||||
| 208 WELLINGTON | BOSSIER CITY | LA | 71111 | 205051228 | 501(C)3 | $7,185 | FOR GENERAL SUPPORT | |
| RUTHERFORD HOUSE | ||||||||
| 1707 LINE AVENUE | SHREVEPORT | LA | 71101 | 237355397 | 501(C)3 | $5,000 | FOR THE KENNEL PROGRAM | |
| SHREVEPORT METROPOLITAN BALLET | ||||||||
| P O BOX 78564 | SHREVEPORT | LA | 71101 | 237431965 | 501(C)3 | $5,000 | FOR A CHANCE TO DANCE | |
| SHREVEPORT OPERA | ||||||||
| 212 TEXAS ST STE 101 | SHREVEPORT | LA | 71101 | 726021455 | 501(C)3 | $38,647 | FOR GENERAL SUPPORT; FOR SHREVEPORT OPERA XPRESS; FOR THE SOX PROGRAM | |
| SHREVEPORT SYMPHONY GUILD INC | ||||||||
| 3112 ALEXANDER STREET | SHREVEPORT | LA | 71104 | 721511687 | 501(C)3 | $5,557 | FOR THE NENA PLANT WIDEMAN PIANO COMPETITION | |
| SHREVEPORT-BOSSIER RESCUE MISSION | ||||||||
| P O BOX 3949 | SHREVEPORT | LA | 71133 | 237050551 | 501(C)3 | $11,727 | FOR GENERAL SUPPORT | |
| SIGHT SAVERS AMERICA | ||||||||
| 337 BUSINESS CIRCLE | PELHAM | AL | 35124 | 300188234 | 501(C)3 | $20,000 | TO PROVIDE ASSISTIVE TECHNOLOGY FOR LOUISIANA CHILDREN WITH VISION IMPAIRMENT | |
| ST CATHERINE COMMUNITY CENTER | ||||||||
| 7109 HENDERSON AVE | SHREVEPORT | LA | 71106 | 721077807 | 501(C)3 | $15,000 | FOR SUMMER CAMP | |
| ST LUKE'S EPISCOPAL MOBILE MEDICAL MINISTRY INC | ||||||||
| P O BOX 53074 | SHREVEPORT | LA | 71135 | 453786377 | 501(C)3 | $27,821 | PILOT PROJECT-EXPANSINO OF MOBILE MEDICAL SERVICES TO OFFER PRIRMARY CARE IN RURAL COMMUNITIES; HEALTH GREEN AND INTO THE OUTDOORS OBESITY PREVENTIO PROGRAM. | |
| THE AMERICAN ROSE SOCIETY INC | ||||||||
| 8877 JEFFERSON PAIGE ROAD | SHREVEPORT | LA | 71119 | 314397740 | 501(C)3 | $5,602 | TO REPLACE A HEATING AND AIR UNIT. | |
| THE CENTER FOR FAMILIES | ||||||||
| 864 OLIVE ST | SHREVEPORT | LA | 71104 | 720443101 | 501(C)3 | $24,454 | FOR GENERAL SUPPORT; TRIPLE P - POSITIVE PARENTING PROGRAM | |
| THE SHREVEPORT GARDEN STUDY CLUB | ||||||||
| P O BOX 4492 | SHREVEPORT | LA | 71134 | 721337041 | 501(C)3 | $8,100 | FOR LIVING ENVIRONMENTAL SCIENCE; FOR FRIENDS OF THE GREENWOOD CEMETERY; FOR GENERAL SUPPORT | |
| YMCA OF NORTHWEST LOUISIANA | ||||||||
| 400 MCNEILL STREET | SHREVEPORT | LA | 71101 | 720408997 | 501(C)3 | $82,195 | FOR GENERAL SUPPORT; FOR HEALTHY GREEN AND INTO THE OUTDOORS OBESITY PREVENTION PROGRAM | |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,881,195 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET PRICE OF STOCK | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | DURING 2013, THE FOUNDATION WAS THE LEAD ORGANIZATION AND FISCAL AGENT FOR THE WORKFORCE INNOVATIONS IN NORTHWEST LOUISIANA (WINLA). WINLA IS A REGIONAL FUNDING COLLABORATIVE WITH THE STRATEGIC VISION OF CREATING CAREER PATHWAYS FOR UNEMPLOYED AND UNDER-EMPLOYED INDIVIDUALS. ALSO, DURING 2013, THE FOUNDATION BEGAN A NEW INITIATIVE CALLED STEP FORWARD. STEP FORWARD'S PURPOSE IS TO SERVE AS A CATALYST FOR WORKING TOGETHER ACROSS SECTORS AND GEOGRAPHICAL LINES TO PREPARE THE STUDENTS OF BOSSIER, CADDO AND DESOTO PARISHES FOR ACADEMIC ACHIEVEMENT. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE DIRECTORS SHALL CONSTITUTE MEMBERS OF THE FOUNDATION, ACCORDING TO ARTICLE VIII OF THE ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE BOARD MEMBERS TO REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS OVERSEES THE POLICIES OF THE ORGANIZATION AND ENFORCES COMPLIANCE WITH THEM. |
| FORM 990, PART VI, SECTION B, LINE 15 | OUR BOARD IS MADE AWARE OF COMPARABILITY DATA FROM OTHER FOUNDATIONS ACROSS THE NATION. THE BOARD OF DIRECTORS APPROVES THE BUDGET ANNUALLY, TYPICALLY IN DECEMBER. SALARIES OF ALL EMPLOYEES ARE DISCUSSED AND APPROVED BY THE BOARD OF DIRECTORS. DOCUMENTED AUTHORIZATION OF SALARIES IS MAINTAINED IN EACH EMPLOYEE'S FILE. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES ITS FORM 1023, 990, AND 990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE FORM 990 AND AUDIT REPORT ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THROUGH GUIDESTAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE BY REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | AGENCY ENDOWMENT FUND CONTRIBUTIONS,INVESTMENT INCOME,EXPENSES -541,857. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 44,987. ROUNDING -2. STILES TRUST BEGINNING NET ASSETS (REPORTED ON SEPARATE 990) -7,430,901. |
| FORM 990, PART XI, LINE 2C: | THE FOUNDATION HAS AN AUDIT COMMITTEE THAT MEETS AT LEAST TWICE ANNUALLY PRECEDING AND UPON COMPLETION OF THE AUDIT. THIS COMMITTEE REVIEWS THE ANNUAL AUDITED FINANCIAL STATEMENTS AND OVERSEES THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART XI, LINE 9: | IN PRIOR YEARS, THE FOUNDATION HAS INCLUDED THE INFORMATION FOR THE ANNE LOWE STILES TRUST. SINCE THE TRUST FILES ITS OWN FORM 990, IT WAS DECIDED TO NO LONGER REPORT CONSOLIDATED AMOUNTS GOING FORWARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE LOWES STILES TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 TEXAS STREET LASH30202J | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581759035 | EIN |
| Primary Activities | TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF THE COMMUNITY FOUND. | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNIE LOWE STILES TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,363,982 | InvolvedAmt |
Comments