BEN E FACTOR FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BEN E FACTOR FOUNDATION (EIN 72-1086995)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201101369349101410
- Schema version
- 2010v3.2
- 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 | 2011-05-16T10:12:22-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-05-09 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KRISTIE C BOUDREAUX CPA | Name |
| Phone | 3372369992 | Phone |
| Date Prepared | 2011-05-12 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 11799023 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 96875 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 96875 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 297905 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 297905 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25116 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2090487 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25116 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 569896 | TotalRevenueAndExpenses |
| Total Net Investment Income | 419896 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 5 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 5 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 70 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 70 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 1575 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1575 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 443371 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 443371 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 444946 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1575 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 443371 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 124950 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 418321 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 980883 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1114890 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1114890 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 3630612 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 4084398 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 4084398 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6760924 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6599735 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6599735 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 11372419 | TotalAssetsBOY |
| Total Assets EOY | 11799023 | TotalAssetsEOY |
| Total Assets EOYFMV | 11799023 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 11372419 | UnrestrictedBOY |
| Unrestricted EOY | 11799023 | UnrestrictedEOY |
| Total Net Assets BOY | 11372419 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11799023 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 11372419 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11799023 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 11372419 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 124950 | ExcessOfRevenueOverExpenses |
| Other Increases | 301654 | OtherIncreases |
| Subtotal | 11799023 | Subtotal |
| Total Net Assets Fund Balances EOY | 11799023 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25116 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 677709 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10769344 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.062929 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 721513 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11926125 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060499 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 614516 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14723598 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041737 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 529297 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13318836 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039740 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 632900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12628046 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050119 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.255024 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051005 | AverageDistributionRatio |
| Net Noncharitable Assets | 11242611 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 573429 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4183 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 577612 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 443371 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 8366 | InvestmentIncomeExciseTax |
| Subtotal | 8366 | Subtotal |
| Tax Based On Investment Income | 8366 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3909 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5957 | TaxPaidWithExtension |
| Total Credits And Payments | 9866 | TotalCreditsAndPayments |
| Overpayment | 1500 | Overpayment |
| Amount Credited To Next Year | 1500 | 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 |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| 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 | 6633965 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 748662 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4031191 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11413818 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 11413818 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 171207 | CashDeemedCharitable |
| Net Noncharitable Assets | 11242611 | NetNoncharitableAssets |
| Minimum Investment Return | 562131 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 562131 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 8366 | TaxBasedOnInvestmentIncome |
| Total Tax | 8366 | TotalTax |
| Distributable Amount Before Adj | 553765 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 553765 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 553765 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 443371 | ExpensesAndContributions |
| Qualifying Distributions | 443371 | QualifyingDistributions |
| Adj Qualifying Distributions | 443371 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 553765 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 443368 | UndistributedIncomePriorYear |
| Qualifying Distributions | 443371 | QualifyingDistributions |
| Applied To Year1 | 443368 | AppliedToYear1 |
| Applied To Current Year | 3 | AppliedToCurrentYear |
| Undistributed Income CY | 553762 | 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 (38 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 | $1,800 |
| AMERICAN CENTER FOR LAW | |||||||
| PO BOX 450349 | ATLANTA | GA | 31145 | NONE | CHARITABLE | RELIGIOUS FREEDOM | $1,500 |
| BIBLE PATHWAYS MINISTRY | |||||||
| 500 E HWY 80 | SUNNYVALE | TX | 75182 | NONE | CHARITABLE | DAILY BIBLE DEVOTIONAL COMMENTARY | $3,000 |
| BRIDGES FOR PEACE | |||||||
| PO BOX 410037 | MELBOURNE | FL | 32941 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $3,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DRIVE | COLORADO SPRINGS | CO | 80920 | NONE | CHARITABLE | HELPING FAMILIES THRIVE | $1,500 |
| THE GIDEON'S INTERNATIONA | |||||||
| PO BOX 140800 | NASHVILLE | TN | 37214 | NONE | CHARITABLE | MISSIONARY WORK | $3,000 |
| GOSPEL FOR ASIA | |||||||
| 1800 GOLDEN TRAIL CT | CARROLLTON | TX | 75010 | NONE | CHARITABLE | MINISTRY IN ASIA | $6,000 |
| GRACE TO YOU | |||||||
| PO BOX 4000 | PANORAMA CITY | CA | 91412 | NONE | CHARITABLE | BIBLE TEACHINGS THROUGH BOOKS, RADIO | $9,000 |
| HIGHLAND BAPTIST SCHOOL | |||||||
| 708 ANGERS STREET | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | RELIGIOUS EDUCATION | $180,000 |
| IBERIA COUNCIL ON AGING | |||||||
| 126 WASHINGTON STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | ASSIST ELDERLY | $3,000 |
| GLOBAL HORIZONS | |||||||
| PO BOX 120494 | ST PAUL | MN | 55112 | NONE | CHARITABLE | COOPERATIVE STUDIES IN BULGARIA | $88,500 |
| LA BAPTIST CHILDREN'S HOM | |||||||
| PO BOX 4196 | MONROE | LA | 71211 | NONE | CHARITABLE | ASSIST CHILDREN & FAMILIES IN NEED | $6,000 |
| NORTH AMERICAN MISSION BD | |||||||
| 4200 NORTH POINT PARKWAY | ALPHARETTA | GA | 30022 | NONE | CHARITABLE | MISSIONS & TRAINING OF MISSIONARIES | $15,000 |
| PROCLAIMING THE GOSPEL | |||||||
| PO BOX 940871 | PLANO | TX | 75023 | NONE | CHARITABLE | PROCLAIMING THE GOSPEL | $3,000 |
| RADIO BIBLE CLASS | |||||||
| PO BOX 2222 | GRAND RAPIDS | MI | 49501 | NONE | CHARITABLE | RADIO BIBLE SHOW | $1,500 |
| SOCIAL SERVICE CENTER | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $6,000 |
| ST FRANCIS DINER | |||||||
| 1201 S HOPKINS STREET | NEW IBERIA | LA | 70560 | NONE | CHARITABLE | MEALS FOR HOMELESS | $3,000 |
| THE BEREAN CALL | |||||||
| PO BOX 7019 | BEND | OR | 97708 | NONE | CHARITABLE | LITERATURE ON BIBLICAL TEACHINGS | $3,000 |
| THE MASTER'S COLLEGE | |||||||
| 21726 PLACERITA CANYON RD | SANTA CLARITA | CA | 91321 | NONE | CHARITABLE | CHRISTIAN EDUCATION | $9,000 |
| WORLD CHALLENGE | |||||||
| PO BOX 260 | LINDALE | TX | 75771 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $3,000 |
| WORLD HUNGER RELIEF | |||||||
| PO BOX 639 | ELM MOTT | TX | 76640 | NONE | CHARITABLE | CHRISTIAN RELIGIOUS ORANIZATION | $9,000 |
| ACADIAN BAPTIST CENTER | |||||||
| 1202 ACADEMY DRIVE | EUNICE | LA | 70535 | NONE | CHARITABLE | BAPTIST CHURCH | $10,000 |
| 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 | $10,000 |
| 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 | $15,000 |
| ZION'S HOPE | |||||||
| PO BOX 121048 | CLERMONT | FL | 34711 | NONE | CHARITABLE | CHARITABLE OPERATIONS | $20,000 |
| PENNY GOODRICH | |||||||
| 607 VICTORY DRIVE | NEW IBERIA | LA | 70563 | NONE | INDIGENT | FINANCIAL ASSISTANCE | $10,300 |
| TONY FLOWERS | |||||||
| 818 EAST ADMIRAL DOYLE | NEW IBERIA | LA | 70560 | NONE | INDIGENT | FIX AUTOMOBILE | $2,271 |
| BRAD BOUDREAUX | |||||||
| 215 W WILLOW STREET | LAFAYETTE | LA | 70503 | NONE | INDIGENT | FOOD FOR FAMILY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 443371 | 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 | $275,737 | ExclusionAmount |
| Related Or Exempt Function Income | 22168 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,116 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $397,728 | ExclusionAmount |
| Related Or Exempt Function Income | 22168 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 419896 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT N WHITE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 WILREE STREET | AddressLine1 |
| City | NEW IBERIA | City |
| State | LA | State |
| ZIP Code | 70560 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 150000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,500 | Amount |
| Net Investment Income | 1500 | 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 (5 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| GENERAL DYNAMICS CORP | 2008-05 | PURCHASE | 2010-06 | 335639 | 484926 | -149287 |
| HALLIBURTON CO HLDG CO | 2009-04 | PURCHASE | 2010-05 | 647411 | 373098 | 274313 |
| TRANSOCEAN INC NEW | 2009-04 | PURCHASE | 2010-05 | 398708 | 373422 | 25286 |
| RYDEX INVERSE S&P 500 | 2010-06 | PURCHASE | 2010-11 | 683613 | 808809 | -125196 |
| CAPITAL GAIN ADJUSTMENT | 2010-12 | PURCHASE | 2010-12 | 25116 | -25116 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (27 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN INTL GROUP INC | 21031 | 21031 |
| ATMOS ENERGY CORP | 321204 | 321204 |
| COCA COLA COMPANY | 548259 | 548259 |
| COLGATE-PALMOLIVE CO | 443482 | 443482 |
| CONSOLIDATED EDISON INC | 520435 | 520435 |
| DUKE ENERGY CORP NEW | 535422 | 535422 |
| EXXON MOBIL CORPORATION | 840880 | 840880 |
| F P L GROUP INCORPORATED | 367517 | 367517 |
| GENERAL DYNAMICS CORP | ||
| GENERAL MILLS INC | 369994 | 369994 |
| HALLIBURTON CO HLDG CO | ||
| JOHNSON & JOHNSON | 448660 | 448660 |
| NATIONAL OILWELL VARCO | 302491 | 302491 |
| PFIZER INCORPORATED | 356083 | 356083 |
| THE SOUTHERN COMPANY | 564147 | 564147 |
| TRANSOCEAN INC NEW | ||
| VANGUARD HIGH YIELD | 27897 | 27897 |
| VANGUARD INFLATION | 154528 | 154528 |
| VANGUARD LONG TERM | 125541 | 125541 |
| VANGUARD S/T INVESTMENT | 50809 | 50809 |
| VANGUARD EUROPEAN STOCK | 50753 | 50753 |
| VANGUARD PACIFIC STOCK | 29194 | 29194 |
| VANGUARD PRECIOUS METALS | 16217 | 16217 |
| VANGUARD REIT INDEX | 13546 | 13546 |
| VANGUARD SMALL CAP | 76332 | 76332 |
| VANGUARD TOTAL STOCK | 42980 | 42980 |
| AT&T INC NEW | 372333 | 372333 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 4084398 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 4084398 | USGovtSecuritiesEOYFMV |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $301,654 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECRETARY OF STATE FEE | Category |
| Amount | $5 | Amount |
| Net Investment Income | 5 | NetInvestmentIncome |
Comments