BIEDENHARN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BIEDENHARN FOUNDATION (EIN 72-1052971)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-02-25
- IRS object ID
- 201320569349100302
- Schema version
- 2011v1.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-25T12:10:32-06:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721174144 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGBLOOD & HODGES APAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 LINE AVE SUITE 109 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721052971 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BIEDENHARN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BIED | NameControl |
| Phone | 3187425082 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 SUMMIT DRIVE | AddressLine1 |
| City | BOSSIER CITY | City |
| State | LA | State |
| ZIP Code | 71111 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID TYRONE | Name |
| Title | TRUSTEE | Title |
| Phone | 3187425082 | Phone |
| Date Signed | 2013-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RANDLE R HODGES | Name |
| PTIN | P00569984 | PTIN |
| Phone | 3188691275 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8580160 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 193309 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 193309 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 84310 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 84310 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5100 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4433937 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5100 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 18287 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 18287 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 301006 | TotalRevenueAndExpenses |
| Total Net Investment Income | 301006 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 122642 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 92642 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 30000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2075 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2075 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3198 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3198 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 2303 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 1881 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 11310 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7061 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 4250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 141528 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 106857 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 378275 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 378275 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 519803 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 106857 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 412525 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -218797 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 194149 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 260897 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8694 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8694 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1971140 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2751447 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2751447 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 5794114 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 5101710 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 5101710 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 527510 | InvestmentsOtherBOY |
| Investments Other EOY | 575236 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 575236 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 9403 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4030 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 7676 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 5373 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 5373 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 137700 | OtherAssetsBOY |
| Other Assets EOY | 137700 | OtherAssetsEOY |
| Other Assets EOYFMV | 137700 | OtherAssetsEOYFMV |
| Total Assets BOY | 8699037 | TotalAssetsBOY |
| Total Assets EOY | 8580160 | TotalAssetsEOY |
| Total Assets EOYFMV | 8580160 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 9871443 | CapitalStockBOY |
| Capital Stock EOY | 9871443 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -1172406 | RetainedEarningsBOY |
| Retained Earnings EOY | -1291283 | RetainedEarningsEOY |
| Total Net Assets BOY | 8699037 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8580160 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8699037 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8580160 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8699037 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -218797 | ExcessOfRevenueOverExpenses |
| Other Increases | 99920 | OtherIncreases |
| Subtotal | 8580160 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8580160 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (30 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FHLB 3.15 | 2011-09-15 | 2011-12-15 | 33333 | 33333 | 0 | 0 |
| FHLB 3.84 | 2011-10-05 | 2012-01-05 | 20000 | 20000 | 0 | 0 |
| FHLB 3.84 | 2011-10-05 | 2012-02-07 | 80000 | 80000 | 0 | 0 |
| FHLB 3.35 | 2010-08-09 | 2012-02-08 | 500000 | 500000 | 0 | 0 |
| FHLB 3.15 | 2011-09-15 | 2012-02-24 | 66667 | 66667 | 0 | 0 |
| FFCB 3.6 | 2010-04-09 | 2012-03-22 | 200000 | 200000 | 0 | 0 |
| FHLB 3.15 | 2011-09-15 | 2012-03-31 | 1 | 1 | 0 | 0 |
| FHLB 4 | 2011-04-05 | 2012-04-05 | 250000 | 250000 | 0 | 0 |
| CITIGROUP | 2002-01-17 | 2012-04-23 | 3378 | 34085 | -30707 | -30707 |
| CITIGROUP | 2011-08-09 | 2012-04-23 | 30558 | 1 | 30557 | 30557 |
| FNMA 4 | 2011-05-23 | 2012-05-23 | 300000 | 297900 | 2100 | 2100 |
| FHLMC 3.25 | 2011-09-28 | 2012-06-28 | 250000 | 249250 | 750 | 750 |
| FHLB 2.7 | 2012-03-07 | 2012-07-16 | 357143 | 357143 | 0 | 0 |
| FHLB 2.65 | 2012-03-15 | 2012-07-25 | 200000 | 200000 | 0 | 0 |
| FHLB 2.7 | 2012-03-07 | 2012-07-27 | 142857 | 142857 | 0 | 0 |
| FHLB 3.4 | 2011-09-14 | 2012-09-14 | 100000 | 100000 | 0 | 0 |
| FFCB 2.98 | 2011-11-16 | 2012-11-15 | 250000 | 250000 | 0 | 0 |
| FHLB 3.15 | 2011-09-15 | 2011-12-15 | 33333 | 33333 | 0 | 0 |
| FHLB 3.00 | 2011-10-12 | 2012-01-24 | 30303 | 30303 | 0 | 0 |
| FHLB 3.00 | 2011-10-12 | 2012-02-17 | 143939 | 143939 | 0 | 0 |
| FHLB 3.15 | 2011-09-15 | 2012-02-24 | 66666 | 66666 | 0 | 0 |
| FHLB 3.15 | 2011-09-15 | 2012-03-31 | 1 | 1 | 0 | 0 |
| FNMA 4 | 2011-05-23 | 2012-05-23 | 300000 | 297900 | 2100 | 2100 |
| FHLMC 3.25 | 2011-09-28 | 2012-06-28 | 100000 | 99700 | 300 | 300 |
| FHLB 3.00 | 2011-10-12 | 2012-07-05 | 75758 | 75758 | 0 | 0 |
| FHLB 2.65 | 2012-03-15 | 2012-07-25 | 300000 | 300000 | 0 | 0 |
| FHLB 3.4 | 2011-09-14 | 2012-09-14 | 250000 | 250000 | 0 | 0 |
| FFCB 2.93 | 2011-09-20 | 2012-09-20 | 250000 | 250000 | 0 | 0 |
| FFCB 2.98 | 2011-11-16 | 2012-11-15 | 100000 | 100000 | 0 | 0 |
| 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5100 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 438420 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 8737033 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050180 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 420170 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 8609285 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048804 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 412244 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8410752 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049014 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 555964 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9309536 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059720 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 491119 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10351838 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047443 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.255161 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051032 | AverageDistributionRatio |
| Net Noncharitable Assets | 8436277 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 430520 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1941 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 432461 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 412525 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3883 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3883 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3883 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2200 | TotalCreditsAndPayments |
| Tax Due | 1683 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID TYRONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3187425082 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 435 SUMMIT DRIVE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID E TYRONE | ||||||||
| 435 SUMMIT DRIVE | BOSSIER CITY | LA | 71111 | BOARD MEMBER | 8.00 | 93643 | 0 | 0 |
| ROSS WALKER | ||||||||
| 3003 MEMORIAL COURT APT 2225 | HOUSTON | TX | 77007 | BOARD MEMBER | 2.00 | 0 | 0 | 0 |
| MARY COBB THOMPSON | ||||||||
| 435 SUMMIT DRIVE | BOSSIER CITY | LA | 71111 | BOARD MEMBER | 2.00 | 500 | 0 | 0 |
| SYDNEY BIEDENHARN | ||||||||
| 435 SUMMIT DRIVE | BOSSIER CITY | LA | 71111 | CHAIRMAN | 6.00 | 28000 | 0 | 0 |
| GIA MORGAN | ||||||||
| 435 SUMMIT DRIVE | BOSSIER CITY | LA | 71111 | BOARD MEMBER | 2.00 | 500 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8360579 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 134796 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 69373 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8564748 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 8564748 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 128471 | CashDeemedCharitable |
| Net Noncharitable Assets | 8436277 | NetNoncharitableAssets |
| Minimum Investment Return | 421814 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 421814 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3883 | TaxBasedOnInvestmentIncome |
| Total Tax | 3883 | TotalTax |
| Distributable Amount Before Adj | 417931 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 417931 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 417931 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 412525 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 412525 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 412525 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 417931 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 373759 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 412525 | QualifyingDistributions |
| Applied To Year1 | 373759 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 38766 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 379165 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | |||||||
| 1400 SIXTEENTH ST NW STE 120 | WASHINGTON | DC | 20036 | NONE | PUBLIC | CHARITABLE | $15,000 |
| AMERICAN HUMANE SOCIETY | |||||||
| 2100 L ST | WASHINGTON | DC | 20037 | NONE | PUBLIC | CHARITABLE | $5,000 |
| AMERICAN RED CROSS NW LA CHAPTER | |||||||
| 4221 LINWOOD | SHREVEPORT | LA | 71108 | NONE | PUBLIC | CHARITABLE | $10,000 |
| BENTON HIGH SCHOOL | |||||||
| 6136 HIGHWAY 3 | BENTON | LA | 71006 | NONE | PUBLIC | CHARITABLE | $4,000 |
| BULL BUTEAU FOUNDATION | |||||||
| 711 ONTARIO STREET | SHREVEPORT | LA | 71106 | NONE | PUBLIC | CHARITABLE | $3,000 |
| CANINE COMPANIONS FOR INDEPENDENCE | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CENTENARY COLLEGE | |||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71104 | NONE | PUBLIC | EDUCATIONAL | $15,000 |
| CHILDREN'S DENTAL CLINIC | |||||||
| 6725 SOUTHERN AVE | SHREVEPORT | LA | 71106 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CHRISTIAN LEADERSHIP CENTER | |||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71104 | NONE | PUBLIC | EDUCATIONAL | $275 |
| COMMUNITY RENEWAL INTERNATIONAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 71134 | NONE | PUBLIC | CHARITABLE | $15,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE | |||||||
| 2000 FAIRFIELD AVE | SHREVEPORT | LA | 71104 | NONE | PUBLIC | CHARITABLE | $35,000 |
| CYPRESS BLACK BAYOU ZOOLOGICAL GARDENS | |||||||
| 135 CYPRESS PARK DR | BENTON | LA | 71006 | NONE | PUBLIC | CHARITABLE | $20,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PUBLIC | CHARITABLE | $3,000 |
| EVERGREEN HOUSE | |||||||
| 622 MISSISSIPPI AVE | BEMIDJI | MN | 56601 | NONE | PUBLIC | CHARITABLE | $5,000 |
| GATOR BAYOU PONY CLUB OF AMERICA | |||||||
| 1301 FOREST LANE | MANY | LA | 71449 | NONE | PUBLIC | CHARITABLE | $2,000 |
| GINGERBREAD HOUSE | |||||||
| 1700 BUCKNER ST 101 | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $10,000 |
| GRACE HOSPICE | |||||||
| ONE ST MARY PLACE | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $10,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC | CHARITABLE | $5,000 |
| HOSPICE OF LOUISIANA | |||||||
| 3829 GILBERT DRIVE | SHREVEPORT | LA | 71104 | NONE | PUBLIC | CHARITABLE | $10,000 |
| JOY FUND | |||||||
| 222 LAKE ST | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $35,000 |
| LOUISIANA ASSOCIATION FOR THE BLIND | |||||||
| 1750 CLAIBORNE AVE | SHREVEPORT | LA | 71103 | NONE | PUBLIC | CHARITABLE | $5,000 |
| LSU HEALTH SCIENCES FOUNDATION | |||||||
| 1501 KINGS HWY | SHREVEPORT | LA | 71103 | NONE | PUBLIC | MEDICAL RESEARCH | $5,000 |
| LSU SCHOOL VETERINARY MEDICINE | |||||||
| SKIP BERTMAN DR | BATON ROUGE | LA | 70803 | NONE | PUBLIC | EDUCATIONAL | $16,000 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 4742 N 24TH ST STE 400 | PHOENIX | AZ | 85016 | NONE | PUBLIC | CHARITABLE | $10,000 |
| NATIVE AMERICAN RIGHTS FUND | |||||||
| 1506 BROADWAY | BOULDER | CO | 80302 | NONE | PUBLIC | CHARITABLE | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 1152 15TH ST NW STE 300 | WASHINGTON | DC | 20005 | NONE | PUBLIC | CHARITABLE | $5,000 |
| NATURE CONSERVANCY OF LA | |||||||
| PO BOX 4125 | BATON ROUGE | LA | 70821 | NONE | PUBLIC | CHARITABLE | $15,000 |
| PROVIDENCE HOUSE | |||||||
| 814 COTTON ST | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $15,000 |
| RAINFOREST ALLIANCE | |||||||
| 665 BROADWAY STE 500 | NEW YORK | NY | 10012 | NONE | PUBLIC | CHARITABLE | $5,000 |
| RED RIVER REVEL ARTS FESTIVAL | |||||||
| 101 CROCKETT ST C | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $3,000 |
| ROAR FOUNDATION | |||||||
| 6867 SOLEDAD CANYON | ACTON | CA | 93510 | NONE | PUBLIC | CHARITABLE | $5,000 |
| SALVATION ARMY | |||||||
| 200 EAST STONER | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $12,000 |
| SHREVEPORT-BOSSIER RESCUE MISSION | |||||||
| 901 MCNEIL ST | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $12,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | PUBLIC | CHARITABLE | $5,000 |
| ST JUDE'S HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC | MEDICAL RESEARCH | $5,000 |
| THE STRAND THEATRE | |||||||
| 619 LOUISIANA AVE | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $3,000 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC | CHARITABLE | $5,000 |
| UNITED WAY OF NW LA | |||||||
| 402 EDWARDS ST | SHREVEPORT | LA | 71101 | NONE | PUBLIC | CHARITABLE | $5,000 |
| UNIVERSITY OF LA MONROE | |||||||
| 700 UNIVERSITY AVE | MONROE | LA | 71209 | NONE | PUBLIC | EDUCATIONAL | $5,000 |
| WORLD WILDLIFE FUND | |||||||
| PO BOX 97180 | WASHINGTON | DC | 20090 | NONE | PUBLIC | CHARITABLE | $15,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BEDFORD RD | JACKSONVILLE | FL | 32256 | NONE | PUBLIC | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 378275 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $193,309 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $84,310 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $18,287 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5100 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $295,906 | ExclusionAmount |
| Related Or Exempt Function Income | 5100 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 301006 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumber |
| Relationship Statement | GAIN ON SALES OF ASSETS- | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,075 | Amount |
| Net Investment Income | 2075 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (2 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2010-03-17 | 4713 | 1571 | 150DB | 5.000000000000 | 943 | 943 |
| COMPUTER EQUIPMENT | 2011-10-12 | 4690 | 156 | 150DB | 5.000000000000 | 1360 | 938 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 5101710 | EOYBookValue |
| EOYFMV | 5101710 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 2751447 | EOYBookValue |
| EOYFMV | 2751447 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 575236 | BookValue |
| EOYFMV | 575236 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue |
|---|---|---|---|
| COMPUTER EQUIPMENT | 4713 | 2514 | 2199 |
| COMPUTER EQUIPMENT | 4690 | 1516 | 3174 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUSEUM BUILDING | 64000 | 64000 | 64000 |
| MINERAL INTEREST | 73700 | 73700 | 73700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| UTILITIES | 460 | 0 | 460 |
| OFFICE SUPPLIES/POSTAGE | 1638 | 0 | 1638 |
| INSURANCE | 4597 | 2591 | 2007 |
| PROPERTY TAX | 290 | 145 | 145 |
| OTHER | 2264 | 2264 | 0 |
| STORAGE | 1190 | 1190 | 0 |
| REPAIRS | 871 | 871 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROYALTY INCOME-NET | Description |
| Revenue And Expenses Per Books | 18287 | RevenueAndExpensesPerBooks |
| Net Investment Income | 18287 | NetInvestmentIncome |
| Adjusted Net Income | 18287 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $97,694 |
| ACCUMULATED DEPLETION NOT RECORDED ON BOOKS | $2,226 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | Category |
| Amount | $3,198 | Amount |
| Net Investment Income | 3198 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments