CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN W AND CHARLES T BEAIRD FAMILY FOUNDATION (EIN 72-6027212)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201213139349100706
- 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 Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T08:17:44-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721341898 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBREATH BURNS & SMATHERSAPAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 TRAVIS ST SUITE 600 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013163 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726027212 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 3182212823 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL STREET NO 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013015 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES R MONTGOMERY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3182218276 | Phone |
| Date Signed | 2012-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TUCKER SMATHERS | Name |
| PTIN | P00034608 | PTIN |
| Phone | 3184244093 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 20793028 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4684 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 138 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 138 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 396460 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 396460 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 359039 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5762876 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 359039 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 59568 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 59568 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 819889 | TotalRevenueAndExpenses |
| Total Net Investment Income | 815205 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 76504 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 76504 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 9801 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 9801 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 6249 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 6249 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4390 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1390 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3000 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 69225 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 69225 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8629 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1183 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 852 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 27441 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 27441 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 11741 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 11741 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 214832 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 71798 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 134736 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 891525 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 891525 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1106357 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 71798 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1026261 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -286468 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 743407 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -1 | CashBOY |
| Savings And Temp Cash Invst BOY | 216761 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 156591 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 156591 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 38660 | AccountsReceivableBOY |
| Prepaid Expenses BOY | 30757 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 23323 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 23323 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 14352807 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 14547683 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 14368010 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 6135 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4450 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 2537 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1685 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1685 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 6172012 | OtherAssetsBOY |
| Other Assets EOY | 5822416 | OtherAssetsEOY |
| Other Assets EOYFMV | 6243419 | OtherAssetsEOYFMV |
| Total Assets BOY | 20813533 | TotalAssetsBOY |
| Total Assets EOY | 20551698 | TotalAssetsEOY |
| Total Assets EOYFMV | 20793028 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 10166 | AccountsPayableBOY |
| Accounts Payable EOY | 34799 | AccountsPayableEOY |
| Total Liabilities BOY | 10166 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 34799 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 20803367 | UnrestrictedBOY |
| Unrestricted EOY | 20516899 | UnrestrictedEOY |
| Total Net Assets BOY | 20803367 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20516899 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 20813533 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20551698 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 20803367 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -286468 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 20516899 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20516899 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 5762876 | GrossSalesPrice |
| Cost Or Other Basis | 5403837 | CostOrOtherBasis |
| Gain Or Loss | 359039 | GainOrLoss |
| Gains Minus Excess Or Losses | 359039 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 359039 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 950807 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 20713376 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045903 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 743358 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 20890741 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035583 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 565751 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15772958 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035868 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 548140 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11211987 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.048889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 496765 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10754746 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046190 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.212433 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042487 | AverageDistributionRatio |
| Net Noncharitable Assets | 21337396 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 906562 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 7434 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 913996 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1026261 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 7434 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7434 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7434 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 30757 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 30757 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 23323 | Overpayment |
| Amount Credited To Next Year | 23323 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| 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 | WWW.BEAIRDFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3182212823 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL STREET NO 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 711013015 | 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 | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN BEAIRD | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | PRESIDENT | 2.00 | 0 | 0 | 0 |
| LESLIE DARR | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | VICE-PRESIDENT | 2.00 | 0 | 0 | 0 |
| SUSAN SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | SECRETARY | 0.50 | 0 | 0 | 0 |
| JOHN BEAIRD | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | TREASURER | 1.00 | 0 | 0 | 0 |
| MARJORIE SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JENNIFER MCCORMICK | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| BEN MCCORMICK | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| KATIE SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| DAVID SEAWELL | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | DIRECTOR | 0.50 | 0 | 0 | 0 |
| JAMES R MONTGOMERY | ||||||||
| 330 MARSHALL ST SUITE 1112 | SHREVEPORT | LA | 71101 | EXECUTIVE DIRECTOR | 40.00 | 76504 | 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 | 15224704 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 169200 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6268427 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21662331 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 21662331 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 324935 | CashDeemedCharitable |
| Net Noncharitable Assets | 21337396 | NetNoncharitableAssets |
| Minimum Investment Return | 1066870 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1066870 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7434 | TaxBasedOnInvestmentIncome |
| Total Tax | 7434 | TotalTax |
| Distributable Amount Before Adj | 1059436 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1059436 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1059436 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1026261 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1026261 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 7434 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1018827 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1059436 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1003677 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1026261 | QualifyingDistributions |
| Applied To Year1 | 1003677 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22584 | 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 | 1036852 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JAMES R MONTGOMERY EXECUTIVE DIRECT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 MARSHALL ST SUITE 1112 | AddressLine1 |
| City | SHREVEPORT | City |
| State | LA | State |
| ZIP Code | 71101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3182218276 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATION FORM IS AVAILABLE ON WEBSITE AT WWW.BEAIARDFOUNDATION.ORG. MUST USE THIS FORM AND SUBMIT ON-LINE AT THIS WEBSITE. | FormAndInfoAndMaterials |
| Submission Deadlines | SEMI-ANNUAL DEADLINES: MARCH 1ST AND SEPTEMBER 1ST | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT-BOSSIER CITY AREA OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS TO INDIVIDUALS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (91 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 6525 NORTH MERIDIAN AVE | OKLAHOMA CITY | OK | 73116 | OTHER CHARITY | OPERATING EXPENSES | $50 | |
| AMERICAN FOUNDATION FOR THE BLIND | |||||||
| 2 PENN PLAZA SUITE 1102 | NEW YORK | NY | 10121 | OTHER CHARITY | OPERATING EXPENSES | $50 | |
| BERNSTEIN DEVELOPMENT INC | |||||||
| 1706 HOLLYWOOD AVE | SHREVEPORT | LA | 71108 | OTHER CHARITY | A NEW SUMMER PROGRAM TO SERVE LOW-INCOME STUDENTS K-12 IN CEDARGROVE/CADDO HEIGHTS NEIGHBORHOODS. | $15,000 | |
| BLUFF LAKE NATURE CENTER | |||||||
| 9801 E COLFAX AVE 100 | AURORA | CO | 80010 | OPERATION FOUNDATION | ENVIRONMENTAL EDUCATION FOR LOW-INCOME CHILDREN | $600 | |
| CAROLINA FRIENDS SCHOOL | |||||||
| 4809 FRIENDS SCHOOL ROAD | DURHAM | NC | 27705 | SCHOOL | PROVIDE TUITION AND SALARY ASSISTANCE | $2,075 | |
| CATHOLIC CHARITIES OF SHREVEPORT | |||||||
| 331 E 71ST | SHREVEPORT | LA | 71106 | OTHER CHARITY | FUNDING FOR A CENTER TO ASSIST IMMIGRANT FAMILIES, PROVIDING EDUCATION, LEGAL ASSISTANCE AND COMMUNITY ORIENTATION. | $25,000 | |
| CENTRAL PARK SCHOOL FOR CHILDREN | |||||||
| 724 FOSTER ST | DURHAM | NC | 27701 | SCHOOL | SUPPORT OF SUNSHINE FUND AT SCHOOL | $1,125 | |
| CHERRY CREEK SCHOOL FOUNDATION | |||||||
| 4700 YOSEMITE STREET | GREENWOOD VILLAGE | CO | 80111 | SCHOOL | OPERATING EXPENSES | $10,350 | |
| CHILDREN OF FAITH LEARNING CENTER | |||||||
| 7609 PINES | SHREVEPORT | LA | 71129 | OTHER CHARITY | CHILDREN OF FAITH LEARNING CENTER'S TARGET (TAKE ACTION: READ, GIVE, EDUCATE & TRAIN) PROGRAM IS REQUESTING OPERATIONAL FUNDS NEEDED FOR ITS QUALITY AFTERSCHOOL PROGRAM FOR 50 STUDENTS. | $15,000 | |
| CHILDREN'S ALLIANCE | |||||||
| 718 6TH AVENUE SOUTH | SEATTLE | WA | 98101 | OTHER CHARITY | OPERATING EXPENSES | $1,100 | |
| CHILDREN'S ALLIANCE | |||||||
| 718 6TH AVENUE SOUTH | SEATTLE | WA | 98101 | OTHER CHARITY | OPERATING EXPENSES | $1,250 | |
| CHILDREN'S ALLIANCE | |||||||
| 718 6TH AVENUE SOUTH | SEATTLE | WA | 98101 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | |
| CHILDREN'S HOSPITAL FOUNDATION OF DENVER | |||||||
| 13123 EAST 16TH AVE B045 | AURORA | CO | 80045 | FOUNDATION | OPERATING EXPENSES | $1,725 | |
| CHILDREN'S HOSPITAL FOUNDATION OF DENVER | |||||||
| 13123 EAST 16TH AVE B045 | AURORA | CO | 80045 | FOUNDATION | OPERATING EXPENSES | $1,000 | |
| CHRISTUS SCHUMPERT FOUNDATION | |||||||
| ONE SAINT MARY PLACE | SHREVEPORT | LA | 71101 | FOUNDATION | SUPPORT OF 3 SCHOOL-BASED HEALTH CENTERS IN SHREVEPORT WHICH PROVIDE MEDICAL AND MENTAL HEALTH CARE TO OVER 2,000 CHILDREN IN CEDAR GROVE AREA. MOST ARE FROM UNDERSERVED FAMILIES. | $18,000 | |
| CITY LAX - DENVER | |||||||
| 1106 COLUMBINE STREET | DENVER | CO | 80206 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| COHABITAT FOUNDATION INC | |||||||
| 610 COMMERCE STREET | SHREVEPORT | LA | 71101 | FOUNDATION | FUNDING TO DEVELOP FOUR PROGRAM SERIES GEARED TOWARDS DEVELOPING THE CREATIVE CULTURE AND SKILLED WORKFORCE INITIATIVES IN NORTH LOUISIANA. | $25,000 | |
| COLFAX COMMUNITY NETWORK INC (COLORADO STORM - SOUTH) | |||||||
| 1585 KINGSTON STREET | AURORA | CO | 80010 | OTHER CHARITY | OPERATING EXPENSES | $1,600 | |
| COMMON GROUND COMMUNITY INC | |||||||
| 4830 LINE AVENUE 117 | SHREVEPORT | LA | 71106 | OTHER CHARITY | TO EQUIP AND FURNISH A BUILDING THAT IS NOW A COMMUNITY CENTER FOR LOW-INCOME RESIDENTS OF CEDAR GROVE NEIGHBORHOOD. | $25,000 | |
| CUB SCOUTS PACK 55 DENVER AREA BOY SCOUTS | |||||||
| 70 MEADE LANE | CHERRY HILLS VILLAGE | CO | 80113 | OTHER CHARITY | OPERATING EXPENSES | $1,975 | |
| CULTURAL CROSSROADS OF MINDEN INC | |||||||
| PO BOX 1135 | MINDEN | LA | 71058 | OTHER CHARITY | THIS GRANT WILL AID IN THE CONSTRUCTION OF A BUILDING ON A FOUR ACRE 'FARM' WHICH WOULD ALLOW FOR INCREASED PROGRAMMING & CREATE REVENUE STREAMS TO ENSURE FUTURE SUSTAINABILITY. | $27,000 | |
| DEMOCRACY NORTH CAROLINA | |||||||
| 1821 GREEN ST | DURHAM | NC | 27705 | OTHER CHARITY | OPERATING EXPENSES | $500 | |
| DENVER PUBLIC SCHOOL FOUNDATION | |||||||
| 900 GRANT STREET STE 503 | DENVER | CO | 80203 | FOUNDATION | OPERATING EXPENSES | $16,500 | |
| DURHAM SUMMER SERVICE WEEK | |||||||
| 305 EAST MAIN STREET | DURHAM | NC | 27701 | OTHER CHARITY | OPERATING EXPENSES | $125 | |
| FOOD ALLERGY & ANAPHYLAXIS NETWORK | |||||||
| 11781 LEE JACKSON HWY 160 | FAIRFAX | VA | 22033 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| FOOD BANK OF NORTHWEST LOUISIANA | |||||||
| 2307 TEXAS AVE | SHREVEPORT | LA | 71103 | OTHER CHARITY | ADDITION OF SAFETY EQUIPMENT FOR BUILDINGS AND VEHICLES TO MEET USDA AND OSHA STANDARDS. | $32,400 | |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 EAST 45TH AVE | DENVER | CO | 80239 | OTHER CHARITY | OPERATING EXPENSES | $400 | |
| FORENSIC NURSES OF LOUISIANA INC | |||||||
| PO BOX 44466 | SHREVEPORT | LA | 71134 | OTHER CHARITY | FNE REQUESTS OPERATIONAL SUPPORT PRIMARILY FOR PART OF THE SALARIES OF ITS EXECUTIVE DIRECTOR, ADULT/PEDIATRIC CLINICAL COORDINATOR AND SAFE ADMINISTRATOR. | $12,000 | |
| FULLER CENTER OF WEBSTER INC | |||||||
| PO BOX 155 | SPRINGHILL | LA | 71075 | OTHER CHARITY | TOWARD COST OF THIRD ANNUAL MILLARD FULLER LEGACY BUILD, TO BUILD 8 NEW HOUSES AND REHAB 7 EXISTING ONES IN MINDEN FOR LOW-INCOME HOME-BUYERS. | $25,000 | |
| GIRLS ON THE RUN | |||||||
| 515 ALBION STREET | DENVER | CO | 80220 | OTHER CHARITY | OPERATING EXPENSES | $500 | |
| GOODWILL INDUSTRIES OF MEMPHIS | |||||||
| 6899 STAGE ROAD | MEMPHIS | TN | 38101 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | N/A |
| GOODWILL INDUSTRIES OF NORTH LOUISIANA | |||||||
| 800 W 70TH | SHREVEPORT | LA | 71106 | OTHER CHARITY | TO FUND A FREE 8-DAY SUMMER PROGRAM TO TEACH YOUNG PEOPLE JOB-READINESS AND INDEPENDENT LIVING SKILLS. | $10,000 | |
| GRAMBLING UNIVERSITY FOUNDATION INC | |||||||
| 403 MAIN STREET | GRAMBLING | LA | 71245 | FOUNDATION | OPERATING EXPENSES | $1,100 | |
| GROWING MINDS MENTORING CENTER | |||||||
| 7618 KEMPTON PARK DRIVE | SHREVEPORT | LA | 71129 | OTHER CHARITY | NEW MENTORING/TUTORING PROGRAM IN NEIGHBORHOOD WEST OF QUEENSBOROUGH, WITH EMPHASIS ON PREGNANCY PREVENTION. | $10,000 | |
| HIGHLAND CENTERVOA | |||||||
| 520 OLIVE | SHREVEPORT | LA | 71101 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| IG AUTISM SHREVEPORT BOSSIER | |||||||
| 1513 LINE AVE | SHREVEPORT | LA | 71101 | OTHER CHARITY | IG AUTISM IS A 501C3 ORGANIZATION THAT PROVIDES RESOURCES FOR EARLY IDENTIFICATION/EVALUATION OF AUTISTIC CHILDREN THROUGH COMMUNITY PARTNERSHIPS AND PARENT EDUCATION RESOURCES. | $1,000 | |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICES | |||||||
| 110 W MAIN STREET | CARRBORO | NC | 27510 | OTHER CHARITY | OPERATING EXPENSES | $250 | N/A |
| JUDI'S HOUSE | |||||||
| 1741 GAYLORD ST | DENVER | CO | 80206 | OTHER CHARITY | OPERATING EXPENSES | $250 | N/A |
| LA ENDOWMENT FOR THE HUMANITIES | |||||||
| 938 LAFAYETTE ST STE 300 | NEW ORLEANS | LA | 70113 | OTHER CHARITY | TO IMPLEMENT THREE EVIDENCE-BASED, PRIME TIME FAMILY READING TIME AFTERSCHOOL FAMILY LITERACY PROGRAMS IN GREATER SHREVEPORT. | $15,000 | N/A |
| LANO | |||||||
| 2601 LINE AVE SUITE D | SHREVEPORT | LA | 71104 | OTHER CHARITY | TO INCREASE CAPACITY AMONG NONPROFIT EXECUTIVES AND BOARD LEADERS CREATING GREATER SUSTAINABILITY, ACCOUNTABILITY, AND IMPROVED SERVICE DELIVERY FOR THE ORGANIZATIONS INVOLVED. | $20,000 | |
| LES PASSEES | |||||||
| 5489 MURRAY ROAD | MEMPHIS | TN | 38119 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | |
| LSUS FOUNDATION | |||||||
| ONE UNIVERSITY PLACE | SHREVEPORT | LA | 71115 | FOUNDATION | FOR LAPREP, FREE EDUCATION ENRICHMENT PROGRAM FOR HIGH-ABILITY, LOW-INCOME MINORITY STUDENTS FROM GRADE 5 UP, AIMING TO PREPARE THEM FOR DEGREE STUDIES IN MATH, SCIENCE, TECHNOLOGY | $25,000 | |
| MACULAR DEGENERATION FDNAM HEALTH ASSISTANCE FDN | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | FOUNDATION | OPERATING EXPENSES | $200 | N/A |
| MAKE-A-WISH FOUNDATION | |||||||
| 1780 MORIAH WOODS BLVD | MEMPHHIS | TN | 38117 | FOUNDATION | OPERATING EXPENSES | $450 | N/A |
| MARTIN LUTHER KING HEALTH CENTER | |||||||
| 827 MARGARET PLACE SUITE 201 | SHREVEPORT | LA | 71101 | OTHER CHARITY | TO PROVIDE PRIMARY CARE, DISEASE PREVENTION & HEALTH POMOTION TO VULNERABLE PATIENTS AND AND TO PROVIDE FUNDING FOR CLINICAL TRAINING FOR ADVANCED PRACTICE NURSING STUDENTS. | $35,000 | |
| MEMPHIS UNION MISSION | |||||||
| PO BOX 1938 | MEMPHHIS | TN | 38101 | OTHER CHARITY | OPERATING EXPENSES | $100 | N/A |
| MEMPHIS UNIVERSITY SCHOOL | |||||||
| 6191 PARK AVE | MEMPHHIS | TN | 38119 | SCHOOL | OPERATING EXPENSES | $2,100 | N/A |
| MID SOUTH FOOD BANK | |||||||
| 239 SOUTH DUDLEY | MEMPHHIS | TN | 38104 | OTHER CHARITY | OPERATING EXPENSES | $400 | N/A |
| MISSION HILLS EARLY LEARNING CENTER | |||||||
| 5859 S UNIVERSITY BLVD | GREENWOOD VILLAGE | CO | 80121 | SCHOOL | OPERATING EXPENSES | $913 | N/A |
| MULTICULTURAL CENTER OF THE SOUTH | |||||||
| 520 SPRING STREET | SHREVEPORT | LA | 711010305 | OTHER CHARITY | A PROGRAM FOR TWEENS, TEENS AND YOUNG ADULTS, ALLOWING THEM TO LEARN AND APPRECIATE THE VARIOUS CULTURES WHILE PEFORMING COMMUNITY SERVICE. | $15,000 | N/A |
| NATL CENTER FOR FAIR AND OPEN TESTING | |||||||
| PO BOX 308204 | JAMAICA PLAIN | MA | 02130 | OTHER CHARITY | OPERATING EXPENSES | $25 | |
| NORTHERN AND CENTRAL LOUISIANA INTERFAITH | |||||||
| PO BOX 44374 | SHREVEPORT | LA | 71134 | OTHER CHARITY | EXPAND NOVA THAT TIES THOSE IN TRAINING TO LIVING WAGE EMPLOYMENT WITH A CAREER PATH AND BENEFITS TO CADDO/BOSSIER. | $20,000 | |
| NORTHWEST LOUISIANA INTERFAITH PHARMACY | |||||||
| 909 OLIVE STREET | SHREVEPORT | LA | 71104 | OTHER CHARITY | FREE PRESCRIPTION MEDICATIONS, HEALTH LITERACY AND HEALTH COACHING FOR LOW-INCOME RESIDENTS OF THE AREA WHO HAVE CHRONIC DISEASES. | $28,000 | |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | CO | 02215 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | N/A |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE 3RD FL | BOSTON | MA | 02215 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | N/A |
| PEDIATRIC CANCER FOUNDATION | |||||||
| PO BOX 785 | MAMARONECK | NY | 10543 | FOUNDATION | OPERATING EXPENSES | $50 | N/A |
| PEOPLE ACTING FOR CHANGE AND EQUALITY (PACE) | |||||||
| 538 RED BARON DRIVE | SHREVEPORT | LA | 71115 | OTHER CHARITY | PACE IS EXPANDING ITS FILM FESTIVAL BY CONDUCTING DIVERSITY WORKSHOPS AT FOUR COLLEGES, HOSTING AN "A" LIST CELEBRITY AND CONDUCTING FILMMAKER SESSIONS FOR YOUNG FILM MAKERS. | $20,000 | |
| PLANNED PARENTHOOD OF CENTAL NORTH CAROLINA | |||||||
| PO BOX 3258 | CHAPEL HILL | NC | 27515 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | N/A |
| PLANNED PARENTHOOD OF CENTAL NORTH CAROLINA | |||||||
| PO BOX 3258 | CHAPEL HILL | NC | 27515 | OTHER CHARITY | OPERATING EXPENSES | $50 | N/A |
| RAINBOW ALLEYGLBT COMMUNITY CENTER | |||||||
| 1301 E COLFAX | DENVER | CO | 80218 | OTHER CHARITY | OPERATING EXPENSES | $250 | |
| RAINIER DISTRICT LITTLE LEAGUE | |||||||
| PO BOX 28994 | SEATTLE | WA | 98118 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| REAL CHANGE | |||||||
| 96 SOUTH MAIN STREET | SEATTLE | LA | 98104 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| RECOVERY CAFE | |||||||
| 2022 BOREN AVENUE | SEATTLE | WA | 98121 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | |
| RED RIVER RADIO | |||||||
| ONE UNIVERSITY PLACE | SHREVEPORT | LA | 71115 | OTHER CHARITY | TO PURCHASE RADIO EQUIPMENT FOR THE NEW RED RIVER RADIO (PUBLIC RADIO) STUDIOS, REPLACING OBSOLETE EQUIPMENT THAT CANNOT BE MOVED. | $40,000 | |
| RENZI EDUCATION AND ART CENTER | |||||||
| 534 EGAN | SHREVEPORT | LA | 71101 | OTHER CHARITY | OPERATING FUNDS FOR FREE AFTER-SCHOOL AND SUMMER TUTORING PROGRAMS FOR LOW-INCOME YOUTH IN HIGHLAND NEIGHBORHOOD. | $5,000 | |
| RHODES COLLEGE | |||||||
| 2000 N PARKWAY | MEMPHHIS | TN | 38112 | OTHER CHARITY | OPERATING EXPENSES | $100 | N/A |
| RIVER CITY REPERTORY THEATRE | |||||||
| 2829 YOUREE DR SUITE 4 | SHREVEPORT | LA | 71104 | OTHER CHARITY | OPERATING EXPENSES | $1,000 | N/A |
| RIVER CITY REPERTORY THEATRE | |||||||
| 2829 YOUREE DR SUITE 4 | SHREVEPORT | LA | 71104 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | N/A |
| RIVER OAKS ELEMENTARY PTO | |||||||
| 2008 KIRBY DR | HOUSTON | TX | 77019 | OTHER CHARITY | OPERATING EXPENSES | $2,000 | N/A |
| RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST LOUISIANA | |||||||
| 200 SOUTH THIRD | MONROE | LA | 71201 | OTHER CHARITY | REPAIRS AND EQUIPMENT IN HOME-AWAY-FROM-HOME FOR FAMILIES OF PEOPLE WHO ARE HOSPITALIZED NEARBY. | $5,000 | |
| SALVATION ARMY | |||||||
| 696 JACKSON AVE | MEMPHIS | TN | 381052006 | OTHER CHARITY | OPERATING EXPENSES | $100 | N/A |
| SHACK HARRIS & DOUG WILLIAMS FOUNDATION | |||||||
| 4839 LINE AVE | SHREVEPORT | LA | 71106 | FOUNDATION | SCHOLARSHIPS FOR SINGLE-MOTHERS COMPLETING THEIR COLLEGE DEGREES. | $15,000 | |
| SHEPHERD'S FARM CHILD DEVELOPMENT | |||||||
| 405 HEARNE AVENUE | SHREVEPORT | LA | 71103 | OTHER CHARITY | PROVIDE AFTER SCHOOL AND SUMMER CAMP ACTIVITIES FOR LOW INCOME AT-RISK CHILDREN IN THE ALLENDALE/LAKESIDE COMMUNITIES TO AVOID UNSUPERVISED DESTRUCTIVE BEHAVIOR AND TO CLOSE LEARNING GAPS. | $15,000 | N/A |
| SHREVEPORT GREEN | |||||||
| 3625 SOUTHERN AVE | SHREVEPORT | LA | 71104 | OTHER CHARITY | TO EXPAND SHREVEPORT GREEN NEIGHBORHOOD & EDUCATION PROGRAM'S EFFORTS TO REDUCE BLIGHT AND SLUM CONDITIONS IN URBAN, LOW TO MODERATE INCOME COMMUNITIES. | $20,000 | |
| SHREVEPORT OPERA | |||||||
| 212 TEXAS ST 101 | SHREVEPORT | LA | 71101 | OTHER CHARITY | FOR SHREVEPORT OPERA EXPRESS, PERFORMING AGE-APPROPRIATE INTERACTIVE-LEARNING OPERAS (WITH A THEME TO COMBAT BULLYING) IN SCHOOLS, CHILDREN'S HOSPITALS, AND COMMUNITY CENTERS. | $5,000 | |
| STRATEGIC ACTION COMMUNITY ASSOCIATION | |||||||
| PO BOX 1910 | SHREVEPORT | LA | 71166 | OTHER CHARITY | OPERATING FUNDS FOR MINORITY SUPPLIER INSTITUTE, WITH THE AIM OF GETTING MORE WORK FOR MINORITY-OWNED BUSINESSES. | $150,000 | |
| SUPPORT FOR HUMANITARIANISMINTERCONTINENTAL PROJECTS | |||||||
| 5522 E MEADOW DRIVE | BOSSIER CITY | LA | 71112 | OTHER CHARITY | CONTINUE TO FOSTER COMPASSIONATE MEDICAL CARE AND HUMANITARIAN ACTIVITIES IN FUTURE HEALTH CARE PROVIDERS THROUGH HEALTH FAIRS AND MEDICAL MISSION TRIPS. | $5,000 | N/A |
| TEXAS AVENUE COMMUNITY ASSOCIATION | |||||||
| 848 TEXAS AVE | SHREVEPORT | LA | 71101 | OTHER CHARITY | FUND A SCHOLAR-LED STUDY AND MAPPING OF THE HISTORY AND CULTURE OF THE TEXAS AVENUE CORRIDOR AND ADJACENT LEDBETTER HEIGHTS NEIGHBORHOOD AS THE BASIS OF REVITALIZATION PLANS FOR THE LOW-INCOME AREAS. | $43,550 | |
| THE CENTER FOR FAMILIES | |||||||
| 864 OLIVE STREET | SHREVEPORT | LA | 71104 | OTHER CHARITY | OPERATING FUNDS (EXCLUDING WAGES AND BENEFITS). | $30,000 | N/A |
| THE MCCALLIE SCHOOL | |||||||
| 500 D0DDS AVE | CHATTANOOGA | TN | 37404 | SCHOOL | OPERATING EXPENSES | $1,000 | |
| THE NATIONAL MS SOCIETY | |||||||
| 8111 N STADIUM DRIVE | HOUSTON | TX | 77054 | OTHER CHARITY | OPERATING EXPENSES | $50 | |
| THEATRE OF THE PERFORMING ARTS OF SHREVEPORT | |||||||
| PO BOX 37404 | SHREVEPORT | LA | 711337404 | OTHER CHARITY | SUPPORT FOR ACCLAIMED ARTS EDUCATION PROGRAM FOR AT-RISK YOUTH, THE YAZZY (YOUTH CELEBRATING JAZZ) SERIES. | $5,000 | N/A |
| TRIANGLE FUTBOL CLUB | |||||||
| 431 US HWY 70 A EAST | HILLSBOROUGH | ND | 27278 | OTHER CHARITY | OPERATING EXPENSES | $887 | N/A |
| TRUTHOUT | |||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | OTHER CHARITY | OPERATING EXPENSES | $250 | N/A |
| TRUTHOUT | |||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | OTHER CHARITY | OPERATING EXPENSES | $25 | N/A |
| TURNING-POINT SERVICES INC | |||||||
| 3719 LAKESHORE DRIVE | SHREVEPORT | LA | 71109 | OTHER CHARITY | TO OPERATE PROJECT CHOICE AFTER-SCHOOL AND SUMMER ACADEMIC PROGRAM FOR LOW-INCOME YOUTH IN QUEENSBOROUGH. | $29,000 | N/A |
| UNIVERSITY OF DENVER - THE BRIDGE PROJECT | |||||||
| LEO BLOCK ALUMNI CENTER | DENVER | CO | 80208 | OTHER CHARITY | OPERATING EXPENSES | $500 | |
| UNIVERSITY OF MEMPHIS FOUNDATION | |||||||
| PO BOX 1000 | MEMPHIS | TN | 38148 | SCHOOL | OPERATING EXPENSES | $5,500 | |
| USO | |||||||
| 211 WILSON BLVD | ARLINGTON | VA | 22201 | OTHER CHARITY | OPERATING EXPENSES | $100 | |
| YOUTH ENRICHMENT PROGRAM | |||||||
| 4700 LINE AVE STE 207 | SHREVEPORT | LA | 71106 | OTHER CHARITY | FOR AFTER-SCHOOL TUTORING/MENTORING PROGRAM FOR 35 LOW-INCOME CHILDREN AT QUEENSBOROUGH ELEMENTARY SCHOOL. | $4,000 | |
| YOUTH OUTREACH SERVICES | |||||||
| 7903 ARCADIAN SHORES DRIVE | SHREVEPORT | LA | 71129 | OTHER CHARITY | FUNDING FOR JEWELL HOUSE IN HIGHLAND NEIGHBORHOOD, A RESIDENTIAL SHELTER FOR HOMELESS FEMALE YOUTH. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 891525 | 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 | $138 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $396,460 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,568 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $359,039 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $815,205 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 815205 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GILBREATH, BURNS & SMATHERS | Category |
| Amount | $4,390 | Amount |
| Net Investment Income | 1390 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3000 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| OFFICE FURNITURE | 2006-02-15 | 3632 | 2335 | SL | 7.000000000000 | 519 | 0 |
| HP COMPUTER | 2006-03-15 | 727 | 653 | SL | 5.000000000000 | 74 | 0 |
| MS OFFICE SOFTWARE | 2006-03-15 | 480 | 480 | SL | 3.000000000000 | 0 | 0 |
| HP DESKTOP COMPUTER | 2010-08-24 | 1296 | 130 | SL | 5.000000000000 | 259 | 0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 14547683 | EOYBookValue |
| EOYFMV | 14368010 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (4 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| OFFICE FURNITURE | 3632 | 2854 | 778 | 778 |
| HP COMPUTER | 727 | 727 | 0 | 0 |
| MS OFFICE SOFTWARE | 480 | 480 | 0 | 0 |
| HP DESKTOP COMPUTER | 1296 | 389 | 907 | 907 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRADLEY MURCHISON KELLY & SHEA | Category |
| Amount | $6,249 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6249 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NON-VOTING PARTNERSHIP INTEREST | Description |
| BOY Book Value | 6172012 | BOYBookValue |
| EOY Book Value | 5822416 | EOYBookValue |
| EOYFMV | 6243419 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DIRECTOR & OFFICERS LIAB INS | 1294 | 0 | 1294 |
| DUES & SUBSCRIPTIONS | 3080 | 0 | 3080 |
| OFFICE EXPENSE | 3170 | 0 | 3170 |
| WEBSITE EXPENSE | 471 | 0 | 471 |
| MEMBER COMPENSATION | 3726 | 0 | 3726 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| SECURITIES LITIGATION SETTLEMENTS | 1164 | 1164 | 1164 |
| FROM K-1:BEAIRD PROP LLC (NET INVESTMENT INCOME)72-1379082 | 58404 | 58404 | 58404 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BERNSTEIN INVESTMENT MGT. FEES | Category |
| Amount | $69,225 | Amount |
| Net Investment Income | 69225 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $7,434 | 0 | 0 |
| FOREIGN TAX | $1,183 | 1183 | 0 |
| STATE FILING FEE | $12 | 0 | 0 |
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