BIEDENHARN FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BIEDENHARN FOUNDATION (EIN 72-1052971)
Tax period
2009-12-01 to 2010-11-30
Filed
2011-09-08
IRS object ID
201122519349100302
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-09-08T11:29:40-05:00Timestamp
Tax Period End Date2010-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1HEARD MCELROY & VESTAL LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1333 TEXAS STREETAddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code71101ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN721052971EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE BIEDENHARN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBIEDNameControl
Phone3187425082Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1435 SUMMIT DRIVEAddressLine1
CityBOSSIER CITYCity
StateLAState
ZIP Code71111ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDAVID E TYRONEName
TitleBOARD MEMBERTitle
Phone3187425082Phone
Date Signed2011-08-31DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROY E PRESTWOODName
Phone3184291525Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY8773002FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss240583InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm240583InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss78271DividendsRevAndExpnss
Dividends Net Invst Incm78271DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-168093NetGainSaleAssetsRevAndExpnss
Gross Sales Price6492042GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss19822OtherIncomeRevAndExpnss
Other Income Net Invst Incm19822OtherIncomeNetInvstIncm
Total Revenue And Expenses170583TotalRevenueAndExpenses
Total Net Investment Income338676TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss117367CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm92455CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps24912CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss285LegalFeesRevAndExpnss
Legal Fees Net Invst Incm214LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps71LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss1075AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm806AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps269AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss4914TaxesRevAndExpnss
Taxes Net Invst Incm1411TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss628DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm628DeprecAndDepletionNetInvstIncm
Other Expenses Rev And Expnss7696OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm2028OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps5668OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss131965TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm97542TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps30920TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss389250ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps389250ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss521215TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm97542TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps420170TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-350632ExcessOfRevenueOverExpenses
Net Investment Income241134NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst EOY280035SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV280035SavingsAndTempCashInvstEOYFMV
Prepaid Expenses EOY337PrepaidExpensesEOY
Prepaid Expenses EOYFMV337PrepaidExpensesEOYFMV
Investments Corp Stock BOY2031034InvestmentsCorpStockBOY
Investments Corp Stock EOY1949893InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1949893InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY5394682InvestmentsCorpBondsBOY
Investments Corp Bonds EOY5900892InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV5900892InvestmentsCorpBondsEOYFMV
Investments Other BOY1114253InvestmentsOtherBOY
Investments Other EOY508640InvestmentsOtherEOY
Investments Other EOYFMV508640InvestmentsOtherEOYFMV
Land Building And Equipment Basis4713LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip628AccumDeprecLandBldgAndEquip
Land Building And Equipment EOY4085LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV4085LandBuildingAndEquipmentEOYFMV
Other Assets BOY113557OtherAssetsBOY
Other Assets EOY129120OtherAssetsEOY
Other Assets EOYFMV129120OtherAssetsEOYFMV
Total Assets BOY8653526TotalAssetsBOY
Total Assets EOY8773002TotalAssetsEOY
Total Assets EOYFMV8773002TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY9871443CapitalStockBOY
Capital Stock EOY9871443CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY-1217917RetainedEarningsBOY
Retained Earnings EOY-1098441RetainedEarningsEOY
Total Net Assets BOY8653526TotalNetAssetsBOY
Total Net Assets EOY8773002TotalNetAssetsEOY
Total Liabilities Net Assets BOY8653526TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY8773002TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY8653526TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-350632ExcessOfRevenueOverExpenses
Other Increases470108OtherIncreases
Subtotal8773002Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY8773002TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (101 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
FFCB, 3.25%, 4/8/15P2009-05-152009-12-03500000499500500500
GNMA, 12/15/16P1999-11-012009-12-158800
GNMA, 8/15/17P1999-11-012009-12-15303000
FHLB, 3.5%, 12/24/12P2008-12-052009-12-2425000025000000
GNMA, 12/15/16P1999-11-012010-01-159811
GNMA, 8/15/17P1999-11-012010-01-15303000
FFCB, 2.8%, 9/24/13P2009-09-242010-01-2225000025000000
GNMA, 12/15/16P1999-11-012010-02-158800
GNMA, 8/15/17P1999-11-012010-02-15313100
FFCB, 3.9%, 9/16/16P2009-09-232010-02-1925000025000000
FHLB, 3.25%, 2/24/14P2009-03-052010-02-24700000699300700700
GNMA, 12/15/16P1999-11-012010-03-158800
GNMA, 08/15/17P1999-11-012010-03-15313100
FHLB, 2.14%, 9/24/12P2009-09-242010-04-0925000025000000
GNMA, 12/15/16P1999-11-012010-04-159811
GNMA, 08/15/17P1999-11-012010-04-15313100
FHLMC, 4.5%, 01/28/19P2010-01-072010-04-2825000025000000
GNMA, 12/15/16P1999-11-012010-05-17101000
GNMA, 08/15/17P1999-11-012010-05-17313100
GNMA, 12/15/16P1999-11-012010-06-157700
GNMA, 8/15/17P1999-11-012010-06-15323200
GNMA, 12/15/16P1999-11-012010-07-1510510233
GNMA, 8/15/17P1999-11-012010-07-153132-1-1
FHLB, 4.15%, 12/17/19P2009-12-172010-08-0950000050000000
GNMA, 12/15/16P1999-11-012010-08-166600
GNMA, 8/15/17P1999-11-012010-08-16323200
GNMA, 12/15/16P1999-11-012010-09-156600
GNMA, 8/15/17P1999-11-012010-09-153233-1-1
FFCB, 3.375%, 09/17/15P2009-09-232010-09-1725000025000000
GENERAL MOTORS PFDP2002-01-172010-09-171300050460-37460-37460
GNMA, 12/15/16P1999-11-012010-10-156600
GNMA, 08/15/17P1999-11-012010-10-15333300
VANGUARD TOTAL STOCKP2007-01-112010-11-035962068630-9010-9010
VANGUARD WINSOR II FUNDP2007-01-112010-11-034910068700-19600-19600
ISHARES DJ SELECTP2007-01-102010-11-053176146297-14536-14536
ISHARES DJ SELECTP2007-06-262010-11-051650824891-8383-8383
FIDELITY EQUITY INCOMEP2007-01-102010-11-054132057772-16452-16452
ENTERGY ARKANSAS PFDP2002-11-122010-11-0810000010000000
GNMA, 12/15/16P1999-11-012010-11-156600
GNMA, 08/15/17P1999-11-012010-11-15333300
GNMA, 6%, 9/20/36P2006-09-222009-12-21988810105-217-217
GNMA, 6%, 7/20/36P2006-10-192009-12-211752417874-350-350
FNMA, 5.5%, 09/01/36P2006-09-222009-12-2142676426106666
FNMA, 5.5%, 10/01/26P2006-10-122009-12-2135035000
HARVEST ENERGY TRUSTP2007-04-032009-12-311895850124-31166-31166
FNMA, 5.5%, 09/01/36P2006-09-222010-01-2030930900
FNMA, 5.5%, 10/01/26P2006-10-122010-01-201696169333
GNMA, 6%, 09/20/36P2006-09-222010-01-2092699471-202-202
GNMA, 6%, 07/20/36P2006-10-192010-01-201566215975-313-313
FFCB, 3.9%, 09/16/16P2009-09-232010-02-1925000025000000
GNMA, 6%, 09/20/36P2006-09-222010-02-2262396375-136-136
GNMA, 6%, 07/20/36P2006-10-192010-02-2281928355-163-163
FHLB, 3.25%, 02/24/14P2009-03-052010-02-24250000249750250250
FNMA, 5.5%, 09/01/36P2006-09-222010-02-2544005439366969
FNMA, 5.5%, 10/01/26P2006-10-122010-02-251725172233
GNMA, 6%, 09/20/36P2006-09-222010-03-2255335654-121-121
GNMA, 6%, 07/20/36P2006-10-192010-03-2261196241-122-122
FFCB, 4.35%, 01/14/19P2009-01-142010-03-2450000050000000
FNMA, 5.5%, 09/01/36P2006-09-222010-03-2523523500
FNMA, 5.5%, 10/01/26P2006-10-122010-03-251453145033
GNMA, 6%, 09/20/36P2006-09-222010-04-2041584249-91-91
GNMA, 6%, 07/20/36P2006-10-192010-04-2075097660-151-151
FNMA, 5.5%, 09/01/36P2006-09-222010-04-2624124011
FNMA, 5.5%, 10/01/26P2006-10-122010-04-261941193744
FHLMC, 4.5%, 01/28/19P2010-01-072010-04-2825000025000000
GNMA, 6%, 09/20/36P2006-09-222010-05-2040794168-89-89
GNMA, 6%, 07/20/36P2006-10-192010-05-2077507905-155-155
FNMA, 5.5%, 09/01/36P2006-09-222010-05-2517886178582828
FNMA, 5.5%, 10/01/26P2006-10-122010-05-2511360113352525
GNMA, 6%, 09/20/36P2006-09-222010-06-2156315754-123-123
GNMA, 6%, 07/20/36P2006-10-192010-06-2187258900-175-175
FNMA, 5.5%, 09/01/36P2006-09-222010-06-2517917900
FNMA, 5.5%, 10/01/26P2006-10-122010-06-2516613165763737
FFCB, 3.3%, 03/29/16P2010-03-292010-06-2950000050000000
FRONTIER COMMUNICATIONSP2010-07-022010-08-09111
GNMA, 6%, 09/20/36P2006-09-222010-07-2046404741-101-101
GNMA, 6%, 07/20/36P2006-10-192010-07-2069467085-139-139
FNMA, 5.5%, 10/01/26P2006-10-122010-07-2612586125592727
FNMA, 5.5%, 09/01/36P2006-09-222010-07-2618018000
GNMA, 6%, 09/20/36P2006-09-222010-08-2059606090-130-130
GNMA, 6%, 07/20/36P2006-10-192010-08-2077187872-154-154
FNMA, 5.5%, 09/01/36P2006-09-222010-08-2518318211
FNMA, 5.5%, 10/01/26P2006-10-122010-08-251395139233
FFCB, 3.375%, 09/17/15P2009-09-232010-09-1725000025000000
GNMA, 6%, 09/20/36P2006-09-222010-09-2045574657-100-100
GNMA, 6%, 07/20/36P2006-10-192010-09-2083908558-168-168
FNMA, 5.5%, 09/01/36P2006-09-222010-09-2718218200
FNMA, 5.5%, 10/01/26P2006-10-122010-09-271550154733
FFCB, 3.84%, 06/28/19P2010-06-292010-09-2850000050000000
GNMA, 6%, 09/20/36P2006-09-222010-10-2039264012-86-86
GNMA, 6%, 07/20/36P2006-10-192010-10-2074907640-150-150
FNMA, 5.5%, 09/01/36P2006-09-222010-10-2511774117561818
FNMA, 5.5%, 10/01/26P2006-10-122010-10-253418341088
VANGUARD TOTAL STOCKP2007-02-202010-11-032235826845-4487-4487
VANGUARD WINSOR II FUNDP2007-02-202010-11-031841327462-9049-9049
ISHARES DJ SELECTP2007-06-262010-11-051205518249-6194-6194
FIDELITY EQUITY INCOMEP2007-02-202010-11-052066030598-9938-9938
GNMA, 6%, 09/20/36P2006-09-222010-11-2247394843-104-104
GNMA, 6%, 07/20/36P2006-10-192010-11-2257975913-116-116
FNMA, 5.5%, 09/01/36P2006-09-222010-11-2616916900
FNMA, 5.5%, 10/01/26P2006-10-122010-11-2639176390918585
FieldValueIRS element (for citing)
Capital Gain Net Income-168093CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1412244QualifyingDistributionsYear1
Noncharitable Assets Year18410752NoncharitableAssetsYear1
Distribution Ratio Year10.049014DistributionRatioYear1
Qualifying Distributions Year2555964QualifyingDistributionsYear2
Noncharitable Assets Year29309536NoncharitableAssetsYear2
Distribution Ratio Year20.059720DistributionRatioYear2
Qualifying Distributions Year3491119QualifyingDistributionsYear3
Noncharitable Assets Year310351835NoncharitableAssetsYear3
Distribution Ratio Year30.047443DistributionRatioYear3
Qualifying Distributions Year4463498QualifyingDistributionsYear4
Noncharitable Assets Year410378658NoncharitableAssetsYear4
Distribution Ratio Year40.044659DistributionRatioYear4
Qualifying Distributions Year5642097QualifyingDistributionsYear5
Noncharitable Assets Year510542518NoncharitableAssetsYear5
Distribution Ratio Year50.060905DistributionRatioYear5
Total Distribution Ratio0.261741TotalDistributionRatio
Average Distribution Ratio0.052348AverageDistributionRatio
Net Noncharitable Assets8609285NetNoncharitableAssets
Adjusted Noncharitable Assets450679AdjustedNoncharitableAssets
One Percent Net Investment Income2411OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One453090AdjNonchrtblAssetsAndOnePct
Qualifying Distributions420170QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4823InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4823Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4823TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5160EstTaxPaymentsAndOverpayment
Total Credits And Payments5160TotalCreditsAndPayments
Penalty For Underpayment3PenaltyForUnderpayment
Overpayment334Overpayment
Amount Credited To Next Year334AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithLAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameHEARD MCELROY VESTALBooksInCareOfPersonName
Books In Care Of Phone Number3184291525BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1607AddressLine1
CitySHREVEPORTCity
StateLAState
ZIP Code71165ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person1PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
DAVID E TYRONE
435 SUMMIT DRIVEBOSSIER CITYLA71111BOARD MEMBER8.008536700
ROSS WALKER
1489 OLD PLAIN DEALING RDBENTONLA71006BOARD MEMBER2.00000
MARY COBB THOMPSON
1489 OLD PLAIN DEALING RDbENTONLA71006BOARD MEMBER2.0050000
ELIZABETH WILLIAMS
1489 OLD PLAIN DEALING RDBENTONLA71006BOARD MEMBER2.0050000
SYDNEY BIEDENHARN WALKER
1489 OLD PLAIN DEALING RDBENTONLA71006CHAIRMAN6.003050000
GIA MORGAN
1489 OLD PLAIN DEALING RDBENTONLA71006BOARD MEMBER2.0050000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities8144553AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances526005AvgMonthlyCashBalances
FMV All Other Noncharitable Assets69833FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets8740391TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets8740391AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable131106CashDeemedCharitable
Net Noncharitable Assets8609285NetNoncharitableAssets
Minimum Investment Return430464MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return430464MinimumInvestmentReturn
Tax Based On Investment Income4823TaxBasedOnInvestmentIncome
Total Tax4823TotalTax
Distributable Amount Before Adj425641DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded425641DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted425641DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions420170ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions420170QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions420170AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted425641DistributableAmountAsAdjusted
Undistributed Income Prior Year374242UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions420170QualifyingDistributions
Applied To Year1374242AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year45928AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY379713UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AFRICAN WILDLIFE FOUNDATION
1400 SIXTEENTH STREET NW SUTIE 120WASHINGTONDC20036NONEPUBLICCHARITABLE$15,000
AMERICAN HUMANE SOCIETY
2100 L STREETWASHINGTONDC20037NONEPUBLICCHARITABLE$5,000
AMERICAN RED CROSS NW LA CHAPTER
4221 LINWOODSHREVEPORTLA71108NONEPUBLICCHARITABLE$10,000
BENTON HIGH SCHOOL
6136 HIGHWAY 3BENTONLA71006NONEPUBLICCHARITABLE$2,000
CANINE COMPANIONS FOR INDEPENDENCE
PO BOX 446SANTA ROSACA95402NONEPUBLICCHARITABLE$5,000
CENTENARY COLLEGE
2911 CENTENARY BLVDSHREVEPORTLA71104NONEPUBLICEDUCATIONAL$15,000
CHILDREN'S DENTAL CLINIC
6725 SOUTHERN AVENUESHREVEPORTLA71106NONEPUBLICCHARITABLE$5,000
COUNCIL ON ALCOHOLISM & DRUG ABUSE
2000 FAIRFIELD AVENUESHREVEPORTLA71104NONEPUBLICCHARITABLE$35,000
CYPRESS BLACK BAYOU ZOOLOGICAL GARDENS
135 CYPRESS PARK DRIVEBENTONLA71006NONEPUBLICCHARITABLE$13,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NONEPUBLICCHARITABLE$3,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTHNEW YORKNY10010NONEPUBLICCHARITABLE$10,000
EVERGREEN HOUSE
622 MISSISSIPPI AVENUE NWBEMIDJIMN56601NONEPUBLICCHARITABLE$5,000
GATOR BAYOU PONY CLUB OF AMERICA
1301 FOREST LANEMANYLA71449NONEPUBLICCHARITABLE$2,000
GINGERBREAD HOUSE
1700 BUCKNER STREET 101SHREVEPORTLA71101NONEPUBLICCHARITABLE$10,000
GRACE HOSPICE
ONE ST MARY PLACESHREVEPORTLA71101NONEPUBLICCHARITABLE$10,000
GUIDE DOG FOUNDATION FOR THE BLIND
371 EAST JERICHO TURNPIKESMITHTOWNNY11787NONEPUBLICCHARITABLE$5,000
HAL SUTTON FOUNDATION
212 TEXAS STREET 201SHREVEPORTLA71101NONEPUBLICCHARITABLE$10,000
HOSPICE OF LOUISIANA
3829 GILBERT DRIVESHREVEPORTLA71104NONEPUBLICCHARITABLE$10,000
JOY FUND
222 LAKE STREETSHREVEPORTLA71101NONEPUBLICCHARITABLE$35,000
LSU HEALTH SCIENCES FOUNDATION
1501 KINGS HIGHWAYSHREVEPORTLA71103NONEPUBLICMEDICAL RESEARCH$5,000
LSU SCHOOL VETERINARY MEDICINE
SKIP BERTMAN DRIVEBATON ROUGELA70803NONEPUBLICEDUCATIONAL$12,000
MAKE A WISH FOUNDATION OF AMERICA
4742 N 24TH STREET SUITE 400PHOENIXAZ85016NONEPUBLICCHARITABLE$10,000
NATIVE AMERICAN RIGHTS FUND
1506 BROADWAYBOULDERCO80302NONEPUBLICCHARITABLE$5,000
NATURAL RESOURCES DEFENSE COUNCIL
1152 15TH STREET NW STE 300WASHINGTONDC20005NONEPUBLICCHARITABLE$10,000
NATURE CONSERVANCY OF LOUISIANA
PO BOX 4125BATON ROUGELA70821NONEPUBLICCHARITABLE$12,000
OAKWOOD HOME FOR WOMEN
1700 HIGHLAND AVENUESHREVEPORTLA71101NONEPUBLICCHARITABLE$10,000
PROVIDENCE HOUSE
814 COTTON STREETSHREVEPORTLA71101NONEPUBLICCHARITABLE$15,000
RAILS TO TRAILS CONSERVANCY
2121 WARD COURT NWWASHINGTONDC20037NONEPUBLICCHARITABLE$4,000
RAINFOREST ALLIANCE
665 BROADWAY SUITE 500NEW YORKNY10012NONEPUBLICCHARITABLE$5,000
RED RIVER REVEL ARTS FESTIVAL
101 CROCKETT STREET CSHREVEPORTLA71101NONEPUBLICCHARITABLE$3,000
SALVATION ARMY
200 EAST STONERSHREVEPORTLA71101NONEPUBLICCHARITABLE$12,000
SHREVEPORT COMMUNITY RENEWAL
838 MARGARET PLACESHREVEPORTLA71101NONEPUBLICCHARITABLE$15,000
SHREVEPORT-BOSSIER RESCUE MISSION
901 MCNEIL STREETSHREVEPORTLA71101NONEPUBLICCHARITABLE$12,000
SMILE TRAIN
41 MADISON AVENUENEW YORKNY10010NONEPUBLICCHARITABLE$5,000
ST JUDE'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPUBLICMEDICAL RESEARCH$5,000
THE STRAND THeatre
619 LOUISIANA AVENUESHREVEPORTLA71101NONEPUBLICCHARITABLE$3,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NONEPUBLICCHARITABLE$5,000
UNITED WAY OF NORTHWEST LOUISIANA
402 EDWARDS STREETSHREVEPORTLA71101NONEPUBLICCHARITABLE$5,000
UNIVERSITY OF LOUISIANA MONROE
700 UNIVERSITY AVENUEMONROELA71209NONEPUBLICEDUCATIONAL$5,000
WORLD WILDLIFE FUND
PO BOX 97180WASHINGTONDC20090NONEPUBLICCHARITABLE$15,000
CHRISTIAN LEADERSHIP CENTER
2911 CENTENARY BLVDSHREVEPORTLA71104NONEPUBLICEDUCATIONAL$250
LAUREN'S NEST EGG
649 ALBERMARLESHREVEPORTLA71106NONEPUBLICCHARITABLE$1,000
LA PREP
ONE UNIVERSITY PLACESHREVEPORTLA71115NONEPUBLICEDUCATIONAL$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year389250TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$240,583ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$78,271ExclusionAmount

Other Investment Income Part VII OtherInvestmentIncomePartVII

FieldValueIRS element (for citing)
Exclusion Code15ExclusionCode
Exclusion$19,822ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$168,093ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$170,583ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA170583TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$1,075Amount
Net Investment Income806NetInvestmentIncome
Disbursements Charitable Prps269DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

FieldValueIRS element (for citing)
Description Of PropertyCOMPUTER EQUIPMENTDescriptionOfProperty
Date Acquired2010-03-17DateAcquired
Cost Or Other Basis4713CostOrOtherBasis
Computation MethodSLComputationMethod
Life5.000000000000Life
Current Year Expense628CurrentYearExpense
Net Investment Income628NetInvestmentIncome

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondBONDSNameOfBond
EOY Book Value5900892EOYBookValue
EOYFMV5900892EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockSTOCKNameOfStock
EOY Book Value1949893EOYBookValue
EOYFMV1949893EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value508640BookValue
EOYFMV508640EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

FieldValueIRS element (for citing)
Category Or ItemCOMPUTER EQUIPMENTCategoryOrItem
Cost Or Other Basis4713CostOrOtherBasis
Accumulated Depreciation628AccumulatedDepreciation
Book Value4085BookValue
EOYFMV0EOYFMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryLEGALCategory
Amount$285Amount
Net Investment Income214NetInvestmentIncome
Disbursements Charitable Prps71DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescriptionBOY Book ValueBOYBookValueEOY Book ValueEOYBookValueEOYFMVEOYFMV
MUSEUM BUILDING640006400064000
MINERAL INTEREST495576512065120

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (6 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
UTILITIES65065
OFFICE SUPPLIES/POSTAGE816612204
INSURANCE441104411
PROPERTY TAX5160516
OTHER688516172
STORAGE1200900300

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionROYALTY INCOME-NETDescription
Revenue And Expenses Per Books19822RevenueAndExpensesPerBooks
Net Investment Income19822NetInvestmentIncome
Adjusted Net Income19822AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescriptionAmountAmount
UNREALIZED GAIN ON INVESTMENTS$466,391
ACCUMULATED DEPLETION NOT RECORDED ON BOOKS$3,717

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FORM 990-PF$3,50300
FOREIGN TAXES WITHHELD$1,41114110

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