WHELESS FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: WHELESS FOUNDATION (EIN 72-6017724)
Tax period: 2009-11-01 to 2010-10-31
Filed: 2011-06-08
IRS object ID: 201111599349100601
Schema version: 2009v1.7
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-06-08T11:58:28-05:00	Timestamp
Tax Period End Date	2010-10-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HEARD MCELROY & VESTAL LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 TEXAS STREET	AddressLine1
City	SHREVEPORT	City
State	LA	State
ZIP Code	71101	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2009-11-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	726017724	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WHELESS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WHEL	NameControl
Phone	3184291724	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	333 TEXAS STREET SH-2069	AddressLine1
City	SHREVEPORT	City
State	LA	State
ZIP Code	71101	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	NICHOLAS H WHELESS	Name
Title	BOARD OF CONTROL	Title
Phone	3184291724	Phone
Date Signed	2011-06-01	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Gerald W Hedgcock Jr	Name
Phone	3184291525	Phone

Field	Value	IRS element (for citing)
Tax Year	2009	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	6447333	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	45736	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	45736	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	90158	DividendsRevAndExpnss
Dividends Net Invst Incm	90158	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	13759	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	589662	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	13759	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	100470	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	100470	OtherIncomeNetInvstIncm
Total Revenue And Expenses	250123	TotalRevenueAndExpenses
Total Net Investment Income	250123	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	900	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	675	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	225	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	35989	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	26992	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	8997	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	1258	TaxesRevAndExpnss
Taxes Net Invst Incm	807	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	9	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	9	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	38156	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	28483	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	9222	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	251000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	251000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	289156	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	28483	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	260222	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-39033	ExcessOfRevenueOverExpenses
Net Investment Income	221640	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	373814	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	448319	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	448319	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	565155	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	260242	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	265095	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2515326	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2515326	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4711641	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	307614	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	402493	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	434870	InvestmentsCorpBondsEOYFMV
Investments Other BOY	200396	InvestmentsOtherBOY
Investments Other EOY	315575	InvestmentsOtherEOY
Investments Other EOYFMV	587408	InvestmentsOtherEOYFMV
Total Assets BOY	3962305	TotalAssetsBOY
Total Assets EOY	3941955	TotalAssetsEOY
Total Assets EOYFMV	6447333	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	479857	CapitalStockBOY
Capital Stock EOY	479857	CapitalStockEOY
Paid In Or Capital Surplus BOY	2200863	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	2200863	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	1281585	RetainedEarningsBOY
Retained Earnings EOY	1261235	RetainedEarningsEOY
Total Net Assets BOY	3962305	TotalNetAssetsBOY
Total Net Assets EOY	3941955	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3962305	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3941955	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3962305	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-39033	ExcessOfRevenueOverExpenses
Other Increases	18683	OtherIncreases
Subtotal	3941955	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	3941955	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
THROUGH REGIONS TRUST	P	133932	132323	1609	1609
THROUGH REGIONS TRUST	P	455603	443580	12023	12023
LITIGATION SETTLEMENT	P	127		127	127

Field	Value	IRS element (for citing)
Capital Gain Net Income	13759	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	306117	QualifyingDistributionsYear1
Noncharitable Assets Year1	5213752	NoncharitableAssetsYear1
Distribution Ratio Year1	0.058713	DistributionRatioYear1
Qualifying Distributions Year2	296586	QualifyingDistributionsYear2
Noncharitable Assets Year2	6318985	NoncharitableAssetsYear2
Distribution Ratio Year2	0.046936	DistributionRatioYear2
Qualifying Distributions Year3	353366	QualifyingDistributionsYear3
Noncharitable Assets Year3	6851362	NoncharitableAssetsYear3
Distribution Ratio Year3	0.051576	DistributionRatioYear3
Qualifying Distributions Year4	308927	QualifyingDistributionsYear4
Noncharitable Assets Year4	6466039	NoncharitableAssetsYear4
Distribution Ratio Year4	0.047777	DistributionRatioYear4
Qualifying Distributions Year5	322551	QualifyingDistributionsYear5
Noncharitable Assets Year5	6514895	NoncharitableAssetsYear5
Distribution Ratio Year5	0.049510	DistributionRatioYear5
Total Distribution Ratio	0.254512	TotalDistributionRatio
Average Distribution Ratio	0.050902	AverageDistributionRatio
Net Noncharitable Assets	6075959	NetNoncharitableAssets
Adjusted Noncharitable Assets	309278	AdjustedNoncharitableAssets
One Percent Net Investment Income	2216	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	311494	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	260222	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	4433	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	4433	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	4433	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	1429	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	2900	TaxPaidWithExtension
Total Credits And Payments	4329	TotalCreditsAndPayments
Penalty For Underpayment	7	PenaltyForUnderpayment
Tax Due	111	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	1	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	LA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	REGIONS BANK TRUST DEPARTMENT	BooksInCareOfPersonName
Books In Care Of Phone Number	3184291724	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 TEXAS STREET SH-2069	AddressLine1
City	SHREVEPORT	City
State	LA	State
ZIP Code	71101	ZIPCode

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
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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
NICHOLAS H WHELESS JR
333 TEXAS STREET SUITE 890	SHREVEPORT	LA	71101	BOARD OF CON	0.00	0	0	0
ELISE W SCHMIDT
333 TEXAS STREET SUITE 890	SHREVEPORT	LA	71101	BOARD OF CON	0.00	0	0	0
JAMES E DEVAN
333 TEXAS STREET SUITE 890	SHREVEPORT	LA	71101	BOARD OF CON	0.00	0	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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	THE ONLY ACTIVITY OF THIS FOUNDATION IS MAKING GRANTS TO INTERNAL REVENUE CODE 501(C)(3) ORGANIZATIONS.	Description1
Expenses1	0	Expenses1

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	5629052	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	356590	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	182844	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6168486	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	6168486	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	92527	CashDeemedCharitable
Net Noncharitable Assets	6075959	NetNoncharitableAssets
Minimum Investment Return	303798	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	303798	MinimumInvestmentReturn
Tax Based On Investment Income	4433	TaxBasedOnInvestmentIncome
Total Tax	4433	TotalTax
Distributable Amount Before Adj	299365	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	299365	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	299365	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	260222	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	260222	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	260222	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	299365	DistributableAmountAsAdjusted
Undistributed Income Prior Year	250182	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	260222	QualifyingDistributions
Applied To Year1	250182	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	10040	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	289325	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NICHOLAS H WHELESS JR	ContributingManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	MS BARBARA YORK REGIONS BANK TRUST	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	333 TEXAS STREET SH-2069	AddressLine1
City	SHREVEPORT	City
State	LA	State
ZIP Code	71101	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3184291605	RecipientPhoneNumber
Form And Info And Materials	NO SPECIFIC FORM	FormAndInfoAndMaterials
Submission Deadlines	NO DEADLINES	SubmissionDeadlines
Restrictions On Awards	NO RESTRICTIONS OR LIMITATIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN CANCER SOCIETY
2121 FAIRFIELD AVE	SHREVEPORT	LA	711042057	none	puBLIC	chARITABLE	$100
AMERICAN QUARTER HORSE FOUNDATION
P O BOX 32111	AMARILLO	TX	791202111	none	puBLIC	chARITABLE	$1,000
ARTHRITIS FOUNDATION
P O BOX 7669	ATLANTA	GA	303570669	NONE	PUBLIC	MEDICAL	$1,000
ASSISTANCE DOGS OF THE WEST
730 SAINT MICHAELS DR R	SANTA FE	NM	875057710	NONE	PUBLIC	CHARITABLE	$30,000
BROADMOOR UNITED METHODIST CHURCH
3715 YOUREE DRIVE	SHREVEPORT	LA	711052131	NONE	PUBLIC	RELIGIOUS	$200
CENTENARY COLLEGE OF LOUISIANA
2911 CENTENARY BLVD	SHREVEPORT	LA	711043335	NONE	PUBLIC	EDUCATIONAL	$15,100
CHRISTUS SCHUMPERT HOSPICE
1 ST MARY PLACE	SHREVEPORT	LA	711014343	NONE	PUBLIC	MEDICAL	$100
CLOSE UP FOUNDATION
1330 BRADDOCK PLACE STE 400	ALEXANDRIA	VA	223141650	none	puBLIC	eDUCATIONAL	$1,000
BETTY AND LEONARD PHILLIPS DEAF ACTION CENTER
601 JORDAN STREET	SHREVEPORT	LA	711014748	NONE	PUBLIC	CHARITABLE	$1,000
FIRST BAPTIST CHURCH
543 OCKLEY DRIVE	SHREVEPORT	LA	711061229	NONE	PUBLIC	RELIGIOUS	$300
FIRST UNITED METHODIST CHURCH
500 COMMON STREET	SHREVEPORT	LA	711013430	NONE	PUBLIC	RELIGIOUS	$600
FIRST PRESBYTERIAM CHURCH
900 JORDAN STREET	SHREVEPORT	LA	711014310	NONE	PUBLIC	RELIGIOUS	$600
FOOD DEPOT
1222 SILER RD	SANTA FE	NM	875074106	NONE	PUBLIC	CHARITABLE	$10,000
FOOD FOR SANTA FE
P O BOX 31086	SANTA FE	NM	875941086	NONE	PUBLIC	CHARITABLE	$10,000
FRIENDS OF LOUISIANA PUBLIC BROADCASTING
7733 PERKINS ROAD	BATON ROUGE	LA	708101009	NONE	PUBLIC	EDUCATIONAL	$1,000
GLEN RETIREMENT CENTER
403 EAST FLOURNOY LUCAS RD	SHREVEPORT	LA	711153903	NONE	PUBLIC	CHARITABLE	$1,000
GRACE HOME
1035 MARGARET PLACE	SHREVEPORT	LA	711014315	NONE	PUBLIC	CHARITABLE	$200
JUNIOR ACHIEVEMENT OF NW LA
3833 GILBERT DRIVE	SHREVEPORT	LA	711045005	NONE	PUBLIC	EDUCATIONAL	$3,000
KITCHEN ANGELS
1222 SILER RD A	SANTA FE	NM	875074107	NONE	PUBLIC	CHARITABLE	$10,000
MIT
77 MASSACHUSETTS AVE	CAMBRIDGE	MA	021394301	NONE	PUBLIC	EDUCATIONAL	$5,000
MOTHERS AGAINST DRUGS
138 E COLUMBIA STREET	SHREVEPORT	LA	711043410	NONE	PUBLIC	CHARITABLE	$5,000
MD ANDERSON CANCER CENTER
2450 HOLCOMBE BLVD STE 1	HOUSTON	TX	770212040	none	puBLIC	mEDICAL	$5,000
NOEL METHODIST CHURCH
520 HERNDON STREET	SHREVEPORT	LA	711014702	NONE	PUBLIC	RELIGIOUS	$100
NORWELA COUNCIL BOY SCOUTS OF AMERICA
3508 BEVERLY PLACE	SHREVEPORT	LA	711044606	NONE	PUBLIC	CHARITABLE	$3,000
PRESERVATION RESOURCE CENTER
923 TCHOUPITOULAS ST	NEW ORLEANS	LA	701303819	NONE	PUBLIC	CHARITABLE	$1,000
SALVATION ARMY
200 EAST STONER AVENUE	SHREVEPORT	LA	711014214	NONE	PUBLIC	CHARITABLE	$12,000
SANTA FE COMMUNITY FOUNDATION
P O BOX 1827	SANTA FE	NM	875041827	NONE	PUBLIC	CHARITABLE	$11,000
SHREVEPORT REGIONAL ARTS COUNCIL
400 CLYDE FANT PKWY	SHREVEPORT	LA	711013306	NONE	PUBLIC	ChARITABLE	$1,100
SPECIAL OLYMPICS
1000 EAST MORRIS AVE	HAMMOND	LA	704034456	NONE	PUBLIC	CHARITABLE	$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE	MEMPHIS	TN	381051905	NONE	PUBLIC	MEDICAL	$5,100
ST MARK'S EPISCOPAL CATHEDRAL
908 RUTHERFORD STREET	SHREVEPORT	LA	711044246	NONE	PUBLIC	RELIGIOUS	$26,300
ST PAUL'S EPISCOPAL CHURCH
275 SOUTHFIELD RD	SHREVEPORT	LA	711053608	NONE	PUBLIC	RELIGIOUS	$300
CHRISTUS ST VINCENT REGIONAL MEDICAL
455 ST MICHAELS DR	SANTA FE	NM	875057601	nonE	puBLIC	medical	$10,000
UNITED WAY OF NORTHWEST LA
402 EDWARDS STREET	SHREVEPORT	LA	711013107	NONE	PUBLIC	CHARITABLE	$20,000
VAIL VALLEY MEDICAL CENTER
181 WEST MEADOW DR	VAIL	CO	816575242	NONE	PUBLIC	MEDICAL	$5,000
VOLUNTEERS OF AMERICA
360 JORDAN STREET	SHREVEPORT	LA	711014847	none	public	charITABLE	$5,200
PROVIDENCE HOUSE
814 COTTON STREET	SHREVEPORT	LA	711013404	none	puBLIC	chARITABLE	$100
public affairs research council
4664 JAMESTOWN AVE STE 300	BATON ROUGE	LA	708083238	none	puBLIC	CIVIC	$1,100
COMMUNITY RENEWAL INTERNATIONAL
1515 CLAY ST	SHREVEPORT	LA	711012449	none	puBLIC	chARITABLE	$30,000
LSU IN SHREVEPORT FOUNDATION
ONE UNIVERSITY PLACE	SHREVEPORT	LA	711152301	None	PuBLIC	EDUCATION	$1,000
ST ELIZABETH ANN SETON CATHOLIC CHURCH
522 EAST FLOURNOY LUCAS RD	SHREVEPORT	LA	711153802	None	PuBLIC	RELIGIOUS	$100
ESPERANZA SHELTER FOR BATTERED FAMILIES
2845 AGUA FRIA STREET	SANTA FE	NM	87507	None	PuBLIC	ChARITABLE	$5,000
SHREVEPORT GREEN
3625 SOUTHERN AVE	SHREVEPORT	LA	711044123	None	PUBLIC	CIVIC	$2,000
HUMANE SOCIETY OF MARION COUNTY FL
701 NW 14TH RD	OCALA	FL	344754337	None	PuBLIC	ChARITABLE	$100
COUNCIL ON ALCOHOLISM AND DRUG ABUSE
2000 FAIRFIELD AVE	SHREVEPORT	LA	711042002	None	PuBLIC	ChARITABLE	$2,000
SHREVEPORT GARDEN SUTDY CLUB
P O BOX 4492	SHREVEPORT	LA	711340492	None	PuBLIC	ChARITABLE	$1,000
FEIST-WEILLER CANCER CENTER
1501 KINGS HIGHWAY	SHREVEPORT	LA	711034228	None	PuBLIC	MEDICAL	$100
THE NATURE CONSERVANCY
1324 N HEARNE	SHREVEPORT	LA	711076554	None	PuBLIC	ChARITABLE	$3,500
AMERICAN DIABETES ASSOCIATION
P O BOX 11454	ALEXANDRIA	VA	223120454	None	PuBLIC	MEDICAL	$100
HOLY ANGELS RESIDENTIAL FACILITY
10450 ELLERBE ROAD	SHREVEPORT	LA	711067712	None	PuBLIC	ChARITABLE	$100
BROADMOOR BAPTIST CHURCH
4110 YOUREE DRIVE	SHREVEPORT	LA	711052941	None	PuBLIC	RELIGIOUS	$100
UNIVERSITY OF LOUISIANA AT LAFAYETTE
104 UNIVERSITY CIRCLE	LAFAYETTE	LA	705032014	None	PuBLIC	EDUCATIONAL	$100
WOUNDED WARRIOR PROJECT
4899 BELFORT RD STE 300	JACKSONVILLE	FL	722566033	None	PuBLIC	ChARITABLE	$100
TIGER ATHLETIC FOUNDATION
P O BOX 711	BATON ROUGE	LA	708210711	None	PuBLIC	EDUCATIONAL	$100
LOUISIANA STATE UNIVERSITY
3357 HIGHLAND ROAD	BATON ROUGE	LA	708027923	None	PuBLIC	EDUCATIONAL	$1,000
CHRISTUS SCHUMPERT FOUNDATION
1 ST MARY PLACE	SHREVEPORT	LA	711014343	None	PuBLIC	MEDICAL	$1,100

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	251000	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	$45,736	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$90,158	ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

Field	Value	IRS element (for citing)
Exclusion Code	15	ExclusionCode
Exclusion	$100,470	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$13,759	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$250,123	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	250123	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	HEARD, MCCELROY, & VESTAL	Category
Amount	$900	Amount
Net Investment Income	675	NetInvestmentIncome
Disbursements Charitable Prps	225	DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	CORPORATE BONDS	NameOfBond
EOY Book Value	402493	EOYBookValue
EOYFMV	434870	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CORPORATE STOCK	2385095	4557785
INTERNATIONAL EQUITIES	130231	153856

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	260242	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	265095	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MINERAL LEASES	AT COST	1382	255745
FHLMC POOL	AT COST	314193	331663

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS	Description
Revenue And Expenses Per Books	9	RevenueAndExpensesPerBooks
Net Investment Income	9	NetInvestmentIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	NET ROYALTIES	Description
Revenue And Expenses Per Books	100470	RevenueAndExpensesPerBooks
Net Investment Income	100470	NetInvestmentIncome
Adjusted Net Income	100470	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
PERCENTAGE DEPLETION NOT BOOKED	$18,332
RECONCILIATION BOOK TO TAX	$351

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	AGENCY FEES	Category
Amount	$35,989	Amount
Net Investment Income	26992	NetInvestmentIncome
Disbursements Charitable Prps	8997	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome
FORM 990-PF EST TAX	$451	0
FOREIGN TAX WITHHELD	$389	389
PROPERTY TAX	$418	418

WHELESS FOUNDATION: Form 990PF, tax year 2009

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Other Investment Income Part VII OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

Comments