BEN E FACTOR FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BEN E FACTOR FOUNDATION (EIN 72-1086995)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349100033
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T08:21:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOUDREAUX & HEBERT CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 W PINHOOK RD STE 106 | AddressLine1 |
| City | LAFAYETTE | City |
| State | LA | State |
| ZIP Code | 70508 | 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 | 721086995 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEN E FACTOR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 3373766254 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 WILREE STREET | AddressLine1 |
| City | NEW IBERIA | City |
| State | LA | State |
| ZIP Code | 70563 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT N WHITE | Name |
| Title | PRESIDENT | Title |
| Phone | 3373766254 | Phone |
| Date Signed | 2012-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTIE C BOUDREAUX CPA | Name |
| Phone | 3372369992 | Phone |
| Date Prepared | 2012-05-10 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 207134 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 140325 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 96875 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 96875 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 325204 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 325204 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -182667 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1048105 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 9925 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 379737 | TotalRevenueAndExpenses |
| Total Net Investment Income | 432004 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1675 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1675 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 10457 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 70 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 70 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 12202 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1745 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 603791 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 603791 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 615993 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1745 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 603791 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -236256 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 430259 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1114890 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 157134 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 207134 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 4084398 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4295458 | InvestmentsGovtObligEOY |
| Investments Corp Stock BOY | 6599735 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8193615 | InvestmentsCorpStockEOY |
| Total Assets BOY | 11799023 | TotalAssetsBOY |
| Total Assets EOY | 12646207 | TotalAssetsEOY |
| Total Assets EOYFMV | 207134 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 11799023 | UnrestrictedBOY |
| Unrestricted EOY | 12646207 | UnrestrictedEOY |
| Total Net Assets BOY | 11799023 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12646207 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11799023 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12646207 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11799023 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -236256 | ExcessOfRevenueOverExpenses |
| Other Increases | 1083440 | OtherIncreases |
| Subtotal | 12646207 | Subtotal |
| Total Net Assets Fund Balances EOY | 12646207 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 9925 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 443371 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11242611 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039437 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 677709 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10769344 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.062929 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 721513 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 11926125 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060499 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 614516 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 14723598 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041737 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 529297 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13318836 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039740 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.244342 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048868 | AverageDistributionRatio |
| Net Noncharitable Assets | 12141279 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 593320 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4303 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 597623 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 603791 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4303 | InvestmentIncomeExciseTax |
| Subtotal | 4303 | Subtotal |
| Tax Based On Investment Income | 4303 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Overpayment | 1697 | Overpayment |
| Amount Credited To Next Year | 1697 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | LA | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT N WHITE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3373766254 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 WILREE | AddressLine1 |
| Address Line2 | 106 WILREE | AddressLine2 |
| City | NEW IBERIA | City |
| State | LA | State |
| ZIP Code | 70563 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT N WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | PRESIDENT | 1.60 | 0 | 0 | 0 |
| ANNETTE F WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | SECRETARY | 0.50 | 0 | 0 | 0 |
| KEITH WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | 0 | 0 | 0 |
| R MARC WHITE | ||||||||
| 106 WILREE | NEW IBERIA | LA | 70563 | VICE-PRESIDE | 0.50 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 9173116 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 466475 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2686581 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12326172 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 12326172 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 184893 | CashDeemedCharitable |
| Net Noncharitable Assets | 12141279 | NetNoncharitableAssets |
| Minimum Investment Return | 607064 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 607064 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4303 | TaxBasedOnInvestmentIncome |
| Total Tax | 4303 | TotalTax |
| Distributable Amount Before Adj | 602761 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 602761 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 602761 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 603791 | ExpensesAndContributions |
| Qualifying Distributions | 603791 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4303 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 599488 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 602761 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 553762 | UndistributedIncomePriorYear |
| Qualifying Distributions | 603791 | QualifyingDistributions |
| Applied To Year1 | 553762 | AppliedToYear1 |
| Applied To Current Year | 50029 | AppliedToCurrentYear |
| Undistributed Income CY | 552732 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ANNETTE F WHITE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10555 | AddressLine1 |
| City | NEW IBERIA | City |
| State | LA | State |
| ZIP Code | 705620555 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITTEN FORM WITH DETAIL EXPLANATIONS OF CHARITABLE ACTIVITIES. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED CONTINUOUSLY. | SubmissionDeadlines |
| Restrictions On Awards | CONTRIBUTIONS ARE LIMITED TO ORGANIZATIONS OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES, WITHIN THE MEANING OF SECT. 501(C)(3). | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN BIBLE SOCIETY | |||||||
| 1865 BROADWAY | NEW YORK | NY | 10023 | NONE | CHARITABLE | SPEADS MESSAGE OF THE BIBLE | $2,400 |
| AMERICAN CENTER FOR LAW | |||||||
| PO BOX 450349 | ATLANTA | GA | 31145 | NONE | CHARITABLE | RELIGIOUS FREEDOM | $2,000 |
| BIBLE PATHWAYS MINISTRY | |||||||
| 500 E HWY 80 | SUNNYVALE | TX | 75182 | NONE | CHARITABLE | DAILY BIBLE DEVOTIONAL COMMENTARY | $4,000 |
| BRIDGES FOR PEACE | |||||||
| PO BOX 410037 | MELBOURNE | FL | 32941 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $4,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | CHARITABLE | HELPING FAMILIES THRIVE | $2,000 |
| THE GIDEON'S INTERNATIONA | |||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | CHARITABLE | MISSIONARY WORK | $4,600 |
| GOSPEL FOR ASIA | |||||||
| 1800 GOLDEN TRAIL CT | CARROLLTON | TX | 75010 | NONE | CHARITABLE | MINISTRY IN ASIA | $8,000 |
| GRACE TO YOU | |||||||
| PO BOX 4000 | PANORAMA CITY | CA | 91412 | NONE | CHARITABLE | BIBLE TEACHINGS THROUGH BOOKS, RADIO | $12,000 |
| HIGHLAND BAPTIST SCHOOL | |||||||
| 708 ANGERS STREET | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | RELIGIOUS EDUCATION | $240,000 |
| IBERIA COUNCIL ON AGING | |||||||
| 126 WASHINGTON STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | ASSIST ELDERLY | $4,000 |
| GLOBAL HORIZONS | |||||||
| PO BOX 120494 | ST PAUL | MN | 55112 | NONE | CHARITABLE | COOPERATIVE STUDIES IN BULGARIA | $55,000 |
| LA BAPTIST CHILDREN'S HOM | |||||||
| PO BOX 4196 | MONROE | LA | 71211 | NONE | CHARITABLE | ASSIST CHILDREN & FAMILIES IN NEED | $8,000 |
| NORTH AMERICAN MISSION BD | |||||||
| 4200 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | NONE | CHARITABLE | MISSIONS & TRAINING OF MISSIONARIES | $20,000 |
| PROCLAIMING THE GOSPEL | |||||||
| PO BOX 940871 | PLANO | TX | 75023 | NONE | CHARITABLE | PROCLAIMING THE GOSPEL | $4,000 |
| RADIO BIBLE CLASS | |||||||
| PO BOX 2222 | GRAND RAPIDS | MI | 49501 | NONE | CHARITABLE | RADIO BIBLE SHOW | $2,000 |
| SOCIAL SERVICE CENTER | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $9,000 |
| ST FRANCIS DINER | |||||||
| 1201 S HOPKINS STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | MEALS FOR HOMELESS | $5,000 |
| THE BEREAN CALL | |||||||
| PO BOX 7019 | BEND | OR | 97708 | NONE | CHARITABLE | LITERATURE ON BIBLICAL TEACHINGS | $4,000 |
| THE MASTER'S COLLEGE | |||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | NONE | CHARITABLE | CHRISTIAN EDUCATION | $12,000 |
| WORLD CHALLENGE | |||||||
| PO BOX 260 | LINDALE | TX | 75771 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $4,000 |
| WORLD HUNGER RELIEF | |||||||
| PO BOX 639 | ELM MOTT | TX | 76640 | NONE | CHARITABLE | CHRISTIAN RELIGIOUS ORANIZATION | $12,000 |
| ACADIAN BAPTIST CENTER | |||||||
| 1202 ACADEMY DRIVE | EUNICE | LA | 70535 | NONE | CHARITABLE | BAPTIST CHURCH | $15,000 |
| AIM HIGH FOUNDATION | |||||||
| 101 UNIVERSITY BLVD STE | DENVER | CO | 80206 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $1,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | CHARITABLE | CANCER RESEARCH | $1,000 |
| AMERICAN FAMILY ASSOC | |||||||
| PO DRAWER 2440 | TUPELO | MS | 38803 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $5,000 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1301 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | NONE | CHARITABLE | EDUCATION OF LUNG HEALTH | $1,000 |
| AMERICAN HEART ASSOC | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | CHARITABLE | EDUCATION OF HEART HEALTH | $2,000 |
| THE BREAST FOUNDATION | |||||||
| 60 EAST 56TH STREET 8TH | NEW YORK | NY | 10022 | NONE | CHARITABLE | BREAST CANCER RESEARCH | $5,000 |
| DISABLE AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | NONE | CHARITABLE | ASSIST DISABLE VETERANS | $1,000 |
| DISCIPLESHIP MINISTRIES | |||||||
| 314 NELSON ROAD | FARMINGTON | PA | 15437 | NONE | CHARITABLE | RELIGIOUS ORGANIZATION | $1,000 |
| HELP THE HELPERS | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHRISTIAN ASSISTANCE ORGANIZATION | $3,000 |
| LA EASTER SEALS | |||||||
| 1010 COMMON ST STE 200 | NEW ORLEANS | LA | 70112 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $1,000 |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | CHARITABLE | BIRTH DEFECTS RESEARCH | $500 |
| MD ANDERSON CANCER CTR | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | CHARITABLE | CANCER RESEARCH | $10,000 |
| ZION'S HOPE | |||||||
| PO BOX 121048 | CLERMONT | FL | 34711 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $20,000 |
| CAPITOL MINISTRIES | |||||||
| 1894 HIGHWAY 50E 4-117 | CARSON CITY | NV | 89701 | NONE | CHARITABLE | DELIVERING GOSPEL TO POLITICAL LEADE | $8,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | CHARITABLE | RESEARCH & EDUCATIONAL INSTITUTE | $6,000 |
| IBERIA PREGNANCY RESOURCES CTR | |||||||
| 224 NORTH LEWIS ST STEA | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | WOMEN PREGNANCY ASSISTANCE | $25,000 |
| LOVE WORTH FINDING | |||||||
| 2941 KATE BOND RD | MEMPHIS | TN | 38183 | NONE | CHARITABLE | RELIGIOUS PUBLISHING & BROADCAST | $4,000 |
| PRECEPT MINISTRIES | |||||||
| PO BOX 182218 | CHATTANOOGA | TN | 37422 | NONE | CHARITABLE | BIBLE STUDY WORKSHOPS | $5,000 |
| SOLOMON HOUSE | |||||||
| 635 ANGIER AVE NE | ATLANTA | GA | 30308 | NONE | CHARITABLE | TRANSITIONAL HOME | $2,000 |
| THE MAIL BOX CLUB | |||||||
| 404 EAGER RD | VALDOSTA | GA | 31602 | NONE | CHARITABLE | BIBLE CORRESPONDENCE EDUCATION | $4,000 |
| ACADIAN FUNERAL HOME | |||||||
| 802 WELDON ST | NEW IBERIA | LA | 70560 | NONE | INDIGENT | FUNERAL SERVICES | $4,250 |
| BAYLOR CLINIC | |||||||
| 6620 MAIN STREET | HOUSTON | TX | 77030 | NONE | CHARITABLE | MEDICAL EDUCATION | $5,000 |
| COMMUNITY BAPTIST CHURCH | |||||||
| 800 RUE DE BELIER | LAFAYETTE | LA | 70506 | NONE | CHARITABLE | RELIGIOUS SERVICES | $35,000 |
| CROSSROAD BIBLE INSTITUTE | |||||||
| 2976 IVANREST SW STE 14 | GRANDVILLE | MI | 49418 | NONE | CHARITABLE | REACHING GOD'S PEOPLE IN PRISON | $5,000 |
| HOSPICE OF ACADIANA | |||||||
| 2600 JOHNSTON STREET | LAFAYETTE | LA | 70503 | NONE | CHARITABLE | MEDICAL & COUNSELING OF DYING | $5,000 |
| INTERNATIONAL MISSION BOARD | |||||||
| 3806 MONUMENT AVE | RICHMOND | VA | 23230 | NONE | CHARITABLE | RELIGIOUS ORGANIZATION | $5,000 |
| LEWIS | |||||||
| 502 JEFFERSON TERRACE | NEW IBERIA | LA | 70562 | NONE | INDINGENT | FUNERAL SERVICES | $4,741 |
| LOREAUVILLE BAPTIST MISSION | |||||||
| 1907 COTEAU HOLMES HWY | ST MARTINVILLE | LA | 70582 | NONE | CHARITABLE | RELIGIOUS ORGANIZATION | $1,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 603791 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $96,875 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $325,204 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 6 | ExclusionCode |
| Exclusion | $19,406 | ExclusionAmount |
| Related Or Exempt Function Income | -202073 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $441,485 | ExclusionAmount |
| Related Or Exempt Function Income | -202073 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 239412 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ROBERT N WHITE | 106 WILREE STREET | NEW IBERIA | LA | 70560 | 120216 | X |
| 2 | ANNETTE WHITE | 106 WILREE STREET | NEW IBERIA | LA | 70560 | 20109 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,675 | Amount |
| Net Investment Income | 1675 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| ROBERT N WHITE |
| ANNETTE F WHITE |
| KEITH WHITE |
| R MARC WHITE |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (4 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Total NetTotalNet | BasisBasis |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COMPANIES | 2010-01 | PURCHASE | 2011-11 | 9481 | 9481 | |
| NATIONAL OILWELL VARCO | 2008-04 | PURCHASE | 2011-08 | 294031 | -40981 | 335012 |
| NEXTERA ENERGY INC | 2009-04 | PURCHASE | 2011-08 | 385311 | 12560 | 372751 |
| PFIZER INCORPORATED | 2007-03 | PURCHASE | 2011-08 | 349357 | -173652 | 523009 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue |
|---|---|
| AMERICAN INTL GROUP INC | 8468 |
| ATMOS ENERGY CORP | 343338 |
| COCA COLA COMPANY | 583270 |
| COLGATE-PALMOLIVE CO | 509808 |
| CONSOLIDATED EDISON INC | 651253 |
| DUKE ENERGY CORP NEW | 661386 |
| EXXON MOBIL CORPORATION | 974740 |
| F P L GROUP INCORPORATED | |
| RYDEX INVERSE S&P 500 | 1075849 |
| GENERAL MILLS INC | 420102 |
| VERIZON COMMUNICATIONS | 394179 |
| JOHNSON & JOHNSON | 475717 |
| NATIONAL OILWELL VARCO | |
| PFIZER INCORPORATED | |
| THE SOUTHERN COMPANY | 683085 |
| AMERICAN INTL GP 21WTS | 1069 |
| VANGUARD HIGH YIELD | 53885 |
| VANGUARD INFLATION | 287167 |
| VANGUARD LONG TERM | 311064 |
| VANGUARD S/T INVESTMENT | 50196 |
| VANGUARD EUROPEAN STOCK | 42927 |
| VANGUARD PACIFIC STOCK | 42490 |
| VANGUARD PRECIOUS METALS | 36919 |
| VANGUARD REIT INDEX | 54523 |
| VANGUARD SMALL CAP | 74191 |
| VANGUARD TOTAL STOCK | 74757 |
| AT&T INC NEW | 383232 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 4295458 | USGovtSecuritiesEOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| PO BOX RENTAL | 70 | 70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $1,081,036 |
| ADJUSTMENT | $2,404 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES PAID | Category |
| Amount | $10,457 | Amount |
Comments