PAUL AND BETTY MCDONALD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND BETTY MCDONALD FOUNDATION (EIN 72-1379238)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201322259349100007
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-13T09:01:18-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720398470 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN C SCHMIDT CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10010 WINDING RIDGE DR | 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 | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721379238 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL AND BETTY MCDONALD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PAUL | NameControl |
| Phone | 3188610774 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FAIRFIELD AVENUE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71106 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTY G MCDONALD | Name |
| Title | TRUSTEE | Title |
| Phone | 3188610774 | Phone |
| Date Signed | 2013-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN C SCHMIDT | Name |
| PTIN | P00170642 | PTIN |
| Phone | 3187985019 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 548811 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 8576 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8576 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 22154 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 176446 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 22154 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 80730 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30730 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 4000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4956 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4956 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11456 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 6206 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5250 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 32456 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 6206 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26250 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 48274 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 24524 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7791 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14055 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14055 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 420107 | InvestmentsOtherBOY |
| Investments Other EOY | 462117 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 534756 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 427898 | TotalAssetsBOY |
| Total Assets EOY | 476172 | TotalAssetsEOY |
| Total Assets EOYFMV | 548811 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 203516 | CapitalStockBOY |
| Capital Stock EOY | 203516 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 224382 | RetainedEarningsBOY |
| Retained Earnings EOY | 272656 | RetainedEarningsEOY |
| Total Net Assets BOY | 427898 | TotalNetAssetsBOY |
| Total Net Assets EOY | 476172 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 427898 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 476172 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 427898 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 48274 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 476172 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 476172 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 145.455 SHRS T ROWE PRICE LRG CAP | 2011-08-12 | 2012-03-06 | 2624 | 2288 | 336 | 336 | |
| 515 SHRS BANK OF AMERICA | 2010-07-20 | 2012-02-23 | 4110 | 5599 | -1489 | -1489 | |
| 401.983 SHRS T ROWE PRICE MID CAP | 2009-06-24 | 2012-03-06 | 11758 | 6741 | 5017 | 5017 | |
| 2661.718 SHRS T ROWE PRICE LRG CAP | 2008-07-09 | 2012-03-06 | 48017 | 36631 | 11386 | 11386 | |
| 1.586 SHRS DODGE & COX INTL | 2011-02-10 | 2012-03-06 | 50 | 58 | -8 | -8 | |
| 158.015 SHRS HARBOR CAPITAL APPRECIATION | 2008-07-09 | 2012-03-06 | 6526 | 5245 | 1281 | 1281 | P |
| 809.897 SHRS LONGLEAF PARTNERS | 2008-07-09 | 2012-03-06 | 23455 | 17480 | 5975 | 5975 | P |
| 219.885 SHRS T ROWE PRICE LRG CAP | 2008-11-19 | 2012-03-06 | 3967 | 2461 | 1506 | 1506 | P |
| 398.302 SHRS DODGE & COX INTL | 2008-07-09 | 2012-03-06 | 12602 | 15681 | -3079 | -3079 | P |
| 746.821 SHRS SELECTED AMERICAN SHARES | 2008-07-09 | 2012-03-06 | 31479 | 30451 | 1028 | 1028 | P |
| 47.05 SHRS T ROWE PRICE NEW ERA | 2011-02-10 | 2012-03-06 | 2113 | 2564 | -451 | -451 | P |
| 349.718 SHRS THORNBURG INTL VALUE | 2008-07-09 | 2012-03-06 | 9306 | 9897 | -591 | -591 | P |
| 780 SHRS T ROWE PRICE DIV GROWTH | 2012-03-06 | 2012-11-21 | 20202 | 19196 | 1006 | 1006 | P |
| CAPITAL GAINS DIVIDENDS | 237 | 237 | 237 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 22154 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 23490 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 546721 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042965 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 15800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 403819 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039126 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 17963 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 292251 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061464 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21171 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 351585 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060216 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 14300 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 416708 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034317 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.238088 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047618 | AverageDistributionRatio |
| Net Noncharitable Assets | 547005 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 26047 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 245 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 26292 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26250 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 490 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 490 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 490 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 490 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| 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 Person Name | BETTY G MCDONALD | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3188610774 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FAIRFIELD AVENUE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71106 | 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 |
|---|---|---|---|---|---|---|---|---|
| BETTY G MCDONALD | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| GARRETT VOGEL | ||||||||
| 3767 FOREST LANE SUITE 124 | DALLAS | TX | 75244 | TRUSTEE | 1.00 | 1000 | 0 | 0 |
| BETSY V BOZE | ||||||||
| 4700 FAIRFIELD AVENUE | SHREVEPORT | LA | 71106 | TRUSTEE | 1.00 | 1000 | 0 | 0 |
| LEE GRAY BOZE | ||||||||
| 25151 RENEGADE PASS RD | CUSTER | SD | 57730 | TRUSTEE | 1.00 | 1000 | 0 | 0 |
| BROOX BOZE | ||||||||
| 1300 W STUART ST APT 8 | FORT COLLINS | CO | 80526 | TRUSTEE | 1.00 | 1000 | 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 | 541929 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13406 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 555335 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 555335 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8330 | CashDeemedCharitable |
| Net Noncharitable Assets | 547005 | NetNoncharitableAssets |
| Minimum Investment Return | 27350 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 27350 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 490 | TaxBasedOnInvestmentIncome |
| Total Tax | 490 | TotalTax |
| Distributable Amount Before Adj | 26860 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 26860 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 26860 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26250 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 26250 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26250 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 26860 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 20596 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26250 | QualifyingDistributions |
| Applied To Year1 | 20596 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5654 | 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 | 21206 | 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) |
|---|---|---|
| Contributing Manager | BETTY G MCDONALD | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 722038058 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $850 |
| THE GLEN RETIREMENT SYSTEM | |||||||
| 403 EAST FLOURNOY LUCAS ROAD | SHREVEPORT | LA | 71115 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| VOLUNTEERS OF AMERICA - NORTH LOUISIANA | |||||||
| 360 JORDAN STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| PROVIDENCE HOUSE | |||||||
| 814 COTTON STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $2,000 |
| CENTENARY COLLEGE OF LOUISIANA | |||||||
| 2911 CENTENARY BLVD | SHREVEPORT | LA | 71104 | N/A | N/A | DESIGNATED GIFT TO WOMEN'S ENDOWMENT QUORUM | $1,000 |
| THE SPRING STREET MUSEUM | |||||||
| 525 SPRING STREET | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SHREVEPORT REGIONAL ARTS COUNCIL | |||||||
| PO BOX 4492 | SHREVEPORT | LA | 711340492 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| THE COMMUNITY FOUNDATION | |||||||
| 401 EDWARDS ST SUITE 105 | SHREVEPORT | LA | 71101 | N/A | N/A | CONTRIBUTION TO DONOR ADVISED FUND | $5,550 |
| PET SAVERS INC | |||||||
| 632 DUDLEY | SHREVEPORT | LA | 71104 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| FEIST-WIELLER CANCER CENTER | |||||||
| PO BOX 33932 | SHREVEPORT | LA | 711303932 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| SOUTHFIELD SCHOOL | |||||||
| 1100 SOUTHFIELD ROAD | SHREVEPORT | LA | 71106 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| JUNIOR ACHIEVEMENT OF NORTHWEST LA | |||||||
| 3003 KNIGHT STREET SUITE 118 | SHREVEPORT | LA | 71105 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| SALVATION ARMY | |||||||
| 200 EAST STONER AVENUTE | SHREVEPORT | LA | 71101 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,500 |
| BIOMEDICAL RESEARCH FOUNDATION OF NORTHWEST LOUISIANA | |||||||
| PO BOX 38050 | SHREVEPORT | LA | 711338050 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $1,000 |
| COMMUNITY RENEWAL INTERNATIONAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 711340678 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $500 |
| RED RIVER RADIO NETWORK | |||||||
| PO BOX 5250 | SHREVEPORT | LA | 71135 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $200 |
| LSUS PIONEER HERITAGE CENTER | |||||||
| 1 UNIVERSITY PLACE | SHREVEPORT | LA | 71115 | N/A | N/A | UNRESTRICTED GIFT TO 501(C)(3) ORGANIZATION | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,576 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $22,154 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $30,730 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30730 | TotalPartXVIA |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BETTY G MCDONALD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FAIRFIELD AVENUE | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | FMV | 434412 | 502685 |
| INTERNATIONAL STOCK FUNDS | FMV | 27705 | 32071 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | Category |
| Amount | $4,956 | Amount |
| Net Investment Income | 4956 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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