Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 01-01-2010 , and ending 12-31-2010
G
Check all that apply:
Name of foundation
CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)330 MARSHALL STREET NO 1112   Room/suite
City or town, state, and ZIP code
SHREVEPORT, LA711013015
A Employer identification number

72-6027212
B Telephone number (see page 10 of the instructions)

(318) 221-2823
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,298,017J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 347 347  
4 Dividends and interest from securities...... 423,537 423,537  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,167
b Gross sales price for all assets on line 6a 11,833,472
7 Capital gain net income (from Part IV, line 2)... 59,167
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 867,573 867,573  
12 Total. Add lines 1 through 11........ 1,350,624 1,350,624  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,698 0   80,698
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,416 0   10,416
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,995 2,995   3,000
c Other professional fees (attach schedule).... Click to see attachment 62,298 62,298   0
17 Interest............... 230 230   0
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 14,028 1,189   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 794 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 23,520 0   23,520
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,602 0   25,602
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 223,581 66,712   143,236
25 Contributions, gifts, grants paid........ 820,410 820,410
26 Total expenses and disbursements. Add lines 24 and 25 1,043,991 66,712   963,646
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 306,633
b Net investment income (if negative, enter -0-) 1,283,912
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1 -1 -1
2 Savings and temporary cash investments.......... 173,535 216,761 216,761
3 Accounts receivable bullet38,660
Less: allowance for doubtful accounts bullet     38,660 38,660
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 46,596 30,757 30,757
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,433,406 Click to see attachment14,352,807 15,765,884
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet6,135
Less: accumulated depreciation (attach schedule) bullet3,598 2,035 Click to see attachment2,537 2,537
15 Other assets (describe bullet) Click to see attachment5,843,801 Click to see attachment6,172,012 Click to see attachment6,243,419
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,499,374 20,813,533 22,298,017
Liabilities 17 Accounts payable and accrued expenses.......... 2,641 10,166
18 Grants payable................... 75,000  
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 77,641 10,166
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 20,346,733 20,803,367
25 Temporarily restricted................ 75,000 0
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 20,421,733 20,803,367
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 20,499,374 20,813,533
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 20,421,733
2 Enter amount from Part I, line 27a...................... 2 306,633
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 75,001
4 Add lines 1, 2, and 3.......................... 4 20,803,367
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 20,803,367
Form 990-PF (2010)
Form 990-PF (2010)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 11,833,472   11,774,305 59,167
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       59,167
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 59,167
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 743,358 20,890,741 0.035583
2008 565,751 15,772,958 0.035868
2007 548,140 11,211,987 0.048889
2006 496,765 10,754,746 0.046190
2005 201,691 9,704,047 0.020784
2 Total of line 1, column (d) ...................... 2 0.187314
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.037463
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 20,713,376
5 Multiply line 4 by line 3....................... 5 775,985
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 12,839
7 Add lines 5 and 6......................... 7 788,824
8 Enter qualifying distributions from Part XII, line 4.............. 8 963,646
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 12,839
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 12,839
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,839
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 43,596
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 43,596
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 30,757
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet30,757 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletLA
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BEAIRDFOUNDATION.ORG
    14
    The books are in care ofbulletTHE ORGANIZATION Telephone no.bullet (318) 221-2823
    Located atbullet330 MARSHALL STREET NO 1112SHREVEPORTLA ZIP+4bullet711013015
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2010.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    SUSAN BEAIRD PRESIDENT
    2.00     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    LESLIE DARR VICE-PRESIDENT
    2.00     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    SUSAN SEAWELL SECRETARY
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    JOHN BEAIRD TREASURER
    1.00     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    MARJORIE SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    JENNIFER MCCORMICK DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    BEN MCCORMICK DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    KATIE SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    DAVID SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    JAMES R MONTGOMERY EXECUTIVE DIRECTOR
    40.00     		80,698 0 0
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,545,417
    b
    Average of monthly cash balances.......................
    1b
    155,074
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    6,328,317
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,028,808
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) ..............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d..........................
    3
    21,028,808
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    315,432
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,713,376
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    1,035,669
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,035,669
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    12,839
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,022,830
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    1,022,830
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    1,022,830
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    963,646
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    963,646
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    12,839
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    950,807
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 1,022,830
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 944,493
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 963,646
    a Applied to 2009, but not more than line 2a 944,493
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 19,153
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		1,003,677
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2010, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    JAMES R MONTGOMERY EXECUTIVE DIRECT
    330 MARSHALL ST SUITE 1112
    SHREVEPORT,LA71101
    (318) 221-8276
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORM IS AVAILABLE ON WEBSITE AT WWW.BEAIARDFOUNDATION.ORG. MUST USE THIS FORM AND SUBMIT ON-LINE AT THIS WEBSITE.
    cAny submission deadlines:
    SEMI-ANNUAL DEADLINES: MARCH 1ST AND SEPTEMBER 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT-BOSSIER CITY AREA OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS TO INDIVIDUALS.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACADEMY OF CHILDREN'S THEATRE
    807 SLATTERY BOULEVARD
    SHREVEPORT,LA71104     		N/A OTHER CHARITY SCHOLARSHIPS FOR LOW-INCOME YOUTH 13,100
    ACCION TEXAS-LOUISIANA
    2014 S HACKBERRY ST
    SAN ANTONIO,TX78210     		N/A OTHER CHARITY MICRO-LENDING PROGRAM FOR SHREVEPORT AREA 75,000
    ACLU FOUNDATION OF LOUISIANA
    PO BOX 56157
    NEW ORLEANS,LA70112     		N/A OTHER CHARITY RESIDENT FIELD COORDINATOR'S SALARY 20,000
    ACLU OF NC FOUNDATION
    PO BOX 28004
    RALEIGH,NC276118004     		N/A OTHER CHARITY OPERATING EXPENSES 25
    AIDS LAW OF LOUISIANA INC
    3801 CANAL ST STE 331
    NEW ORLEANS,LA70119     		N/A OTHER CHARITY SUPPORT FREE LEGAL SERVICES TO PERSONS WITH AIDS 8,500
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		N/A SCHOOL OPERATING EXPENSES 20
    ANN SAGLE USO DONOR SERVICES
    2111 WILSON BLVD STE 1200
    ARLINGTON,VA22201     		N/A OTHER CHARITY OPERATING EXPENSES 100
    AQUATIC & WILDLIFE EDUCATION FOUNDATION
    58 TURNBURY DRIVE
    BOSSIER CITY,LA71111     		N/A OTHER CHARITY COMPUTERS & SOFTWARE FOR ENVIRONMENTAL EDUCATION 2,500
    AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY
    100 EAST 27TH ST
    AUSTIN,TX787055797     		N/A SCHOOL OPERATING EXPENSES 3,000
    BLUFF LAKE NATURE CENTER
    9801 E COLFAX AVE 100
    AURORA,CO80010     		N/A OPERATING FOUNDATION ENVIRONMENTAL EDUCATION FOR LOW-INCOME CHILDREN 5,000
    BLUFF LAKE NATURE CENTER
    9801 E COLFAX AVE 100
    AURORA,CO80010     		N/A OPERATING FOUNDATION ENVIRONMENTAL EDUCATION FOR LOW-INCOME CHILDREN 500
    BULL CITY FORWARD
    101 WEST MAIN STREET
    DURHAM,NC27701     		N/A OTHER CHARITY DEVELOP MODEL OF "SOCIAL ENTREPRENEURSHIP" 25,000
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705     		N/A SCHOOL PROVIDE TUITION AND SALARY ASSISTANCE 1,400
    CENTRAL PARK SCHOOL FOR CHILDREN
    724 FOSTER ST
    DURHAM,NC27701     		N/A SCHOOL SUPPORT OF SUNSHINE FUND AT SCHOOL 1,150
    CHERRY CREEK SCHOOL FOUNDATION
    4700 YOSEMITE STREET
    GREENWOOD VILLAGE,CO80111     		N/A SCHOOL OPERATING EXPENSES 9,983
    CHILDREN'S ALLIANCE
    718 6TH AVENUE SOUTH
    SEATTLE,WA98101     		N/A OTHER CHARITY OPERATING EXPENSES 1,000
    CHILDREN'S HOSPITAL FOUNDATION OF DENVER
    13123 EAST 16TH AVE B045
    AURORA,CO80045     		N/A OTHER CHARITY PROGRAM: "CLIMBING FOR KINDS" 1,000
    CHILDREN'S HOSPITAL FOUNDATION OF DENVER
    13123 EAST 16TH AVE B045
    AURORA,CO80045     		N/A OTHER CHARITY HEALTHCARE FOR CHILDREN IN WESTERN STATES 2,200
    CHRISTUS SCHUMPERT FOUNDATION
    ONE SAINT MARY PLACE
    SHREVEPORT,LA71101     		N/A OTHER CHARITY RISK-REDUCTION FOR PREGNANT TEENAGERS 10,000
    COASTAL CONSERVATION ASSOCIATION
    6919 PORTWEST STE 100
    HOUSTON,TX77024     		N/A OTHER CHARITY OPERATING EXPENSES 16
    COHABITAT FOUNDATION INC
    610 COMMERCE STREET
    SHREVEPORT,LA71101     		N/A OTHER CHARITY EXPAND CO-WORKING SPACE FOR SMALL BUSINESS 50,000
    COLFAX COMMUNITY NETWORK INC
    1585 KINGSTON STREET
    AURORA,CO80010     		N/A OTHER CHARITY OPERATING EXPENSES 100
    COLORADO STORM SOCCER
    7002 S REVERE PKWYSTE 60
    CENTENNIAL,CO80112     		N/A OTHER CHARITY OPERATING EXPENSES 2,175
    COMMON GROUND COMMUNITY INC
    4830 LINE AVENUE 117
    SHREVEPORT,LA71106     		N/A OTHER CHARITY RENOVATE BLDG. FOR FOOD/SUPPORT VOLUNTEER ORG. 10,000
    COMMUNITY FOUNDATION OF NORTH LOUISIANA
    401 EDWARDS STREET STE 105
    SHREVEPORT,LA71101     		N/A OTHER CHARITY FUNDING GRANTS TO VARIOUS NON-PROFITS 150,000
    CORNELL UNIVERSITY OFFICE OF ALUMNI AFFAIRS
    130 EAST SENECA STREET
    ITHACA,NY14850     		N/A SCHOOL OPERATING EXPENSES 25
    CUB SCOUTS PACK 55 DENVER AREA BOY SCOUTS
    70 MEADE LANE
    CHERRY HILLS VILLAGE,CO80113     		N/A OTHER CHARITY OPERATING EXPENSES 1,650
    DELTA WATERFOWL FOUNDATION
    PO BOX 3128
    BISMARK,ND58502     		N/A OTHER CHARITY OPERATING EXPENSES 40
    DEMOCRACY NORTH CAROLINA
    1821 GREEN ST
    DURHAM,NC27705     		N/A OTHER CHARITY TRAIN YOUTH IN WORKINGS OF DEMOCRACY 1,000
    DENVER CITY LAX
    1106 COLUMBINE STREET
    DENVER,CO80206     		N/A OTHER CHARITY OPERATING EXPENSES 1,000
    DENVER MUSEUM OF CONTEMPORARY ART
    1485 DELGANY STREET
    DENVER,CO80202     		N/A OTHER CHARITY OPERATING EXPENSES 250
    DENVER PUBLIC SCHOOL FOUNDATION
    900 GRANT STREET STE 503
    DENVER,CO80203     		N/A SCHOOL OPERATING EXPENSES 3,850
    DURHAM CROP WALK CO CHURCH WORLD SERVICE
    PO BOX 968
    ELKHART,IN46515     		N/A OTHER CHARITY OPERATING EXPENSES 10
    FOOD ALLERGY & ANAPHYLAXIS NETWORK
    11781 LEE JACKSON HWY 160
    FAIRFAX,VA22033     		N/A OTHER CHARITY HOUSTON TX WALK FOR FOOD 1,000
    FULLER CENTER FOR HOUSING OF NW LA
    PO BOX 3173
    SHREVEPORT,LA71133     		N/A OTHER CHARITY RENOVATE BLDG. FOR GROCERY IN ALLENDALE 30,000
    GERMANTOWN PRESBYTERIAN CHURCH
    2363 GERMANTOWN RD S
    GERMANTOWN,TN38138     		N/A OTHER CHARITY OPERATING EXPENSES 1,800
    GINGERBREAD HOUSE
    1700 BUCKNER SQ STE 101
    SHREVEPORT,LA71101     		N/A OTHER CHARITY CHILD VICTIMS OF SEXUAL & PHYSICAL ASSAULT 30,000
    GOODWILL INDUSTRIES OF MEMPHIS
    6899 STAGE ROAD
    MEMPHIS,TN38101     		N/A OTHER CHARITY OPERATING EXPENSES 1,000
    HABITAT FOR HUMANITY OF DURHAM NC
    215 N CHURCH ST
    DURHAM,NC27701     		N/A OTHER CHARITY ROBERT DAYE HOUSE 500
    HAITI MEDICAL MISSIONS OF MEMPHIS
    1779 KIRBY PKWY 1 BOX 319
    MEMPHIS,TN38119     		N/A OTHER CHARITY OPERATING EXPENSES 2,000
    HEROES FOR CHILDREN
    1701 N COLLINS STE 240
    RICHARDSON,TX75080     		N/A OTHER CHARITY OPERATING EXPENSES 500
    HEROES FOR CHILDREN
    1701 N COLLINS STE 240
    RICHARDSON,TX75080     		N/A OTHER CHARITY OPERATING EXPENSES 50
    HOUSTON FOOD BANK
    3811 EASTEX FREEWAY
    HOUSTON,TX77026     		N/A OTHER CHARITY FOR "BACKPACK BUDDY" CLUB 1,000
    INTER-FAITH COUNCIL FOR SOCIAL SERVICES
    110 W MAIN STREET
    CARRBORO,NC27510     		N/A OTHER CHARITY OPERATING EXPENSES 500
    JEWISH FAMILY SERVICES
    3201 SO TAMARAC DRIVE
    DENVER,CO80231     		N/A OTHER CHARITY OPERATING EXPENSES 250
    JUDI'S HOUSE
    1741 GAYLORD ST
    DENVER,CO80206     		N/A OTHER CHARITY PROGRAM FOR GRIEVING CHILDREN 250
    KIDS VOTING DURHAM
    721 FOSTER ST
    DURHAM,NC27701     		N/A OTHER CHARITY EDUCATE CHILDREN ABOUT VOTING & ELECTIONS 500
    LA ENDOWMENT FOR THE HUMANITIES
    938 LAFAYETTE ST STE 300
    NEW ORLEANS,LA70113     		N/A OTHER CHARITY LITERACY PROGRAMS 15,000
    LAKE COMMUNITY DEVELOPMENT CORP
    2842 MLK DRIVE
    SHREVEPORT,LA71107     		N/A OTHER CHARITY FEMALE RESIDENTIAL SHELTER AGES 13-21 20,000
    LITERACY VOLUNTEERS AT CENTENARY COLLEGE
    2911 CENTENARY BLVDPO BOX 41188
    SHREVEPORT,LA711341188     		N/A OTHER CHARITY ADULT HEALTH LITERACY PROGRAM 7,000
    LITTLE KIDS ROCK
    632 POMPTON AVE SUITE 2
    CEDAR GROVE,NJ07009     		N/A OTHER CHARITY TRAIN MUSIC TEACHERS, PROVIDE 500 GUITARS 10,000
    LOUISIANA ASSN OF NONPROFIT ORGANIZATIONS NORTH
    2924 KNIGHT ST SUITE 406
    SHREVEPORT,LA71105     		N/A OTHER CHARITY PROGRAMS TO STRENGTHEN NON-PROFIT ORGANIZATIONS 35,000
    MACEDONIA COUNSELING CENTER
    1618 REX STREET
    SHREVEPORT,LA71104     		N/A OTHER CHARITY JOB COUNSELING 17,000
    MACULAR DEGENERATION FDNAM HEALTH ASSISTANCE FDN
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		N/A OTHER CHARITY OPERATING EXPENSES 50
    MAKE-A-WISH FOUNDATION
    1780 MORIAH WOODS BLVD
    MEMPHIS,TN38117     		N/A OPERATING FOUNDATION PROVIDE UP-LIFTING EXPERIENCES FOR DYING CHILDREN 150
    MCCALLIE SCHOOL
    500 D0DDS AVE
    MEMPHIS,TN37404     		N/A SCHOOL OPERATING EXPENSES 100
    MEMPHIS UNION MISSION
    PO BOX 1938
    MEMPHIS,TN38101     		N/A OTHER CHARITY OPERATING EXPENSES 100
    MEMPHIS UNIVERSITY SCHOOL
    6191 PARK AVE
    MEMPHIS,TN38119     		N/A SCHOOL OPERATING EXPENSES 1,150
    MID SOUTH FOOD BANK
    239 SOUTH DUDLEY
    MEMPHIS,TN38104     		N/A OTHER CHARITY OPERATING EXPENSES 100
    MIRACLES ON ICE-HOWARD FAMILY FOUNDATION
    9 WATERSIDE TERRACE
    ENGLEWOOD,CO80113     		N/A OTHER CHARITY CAMP FOR INNER CITY YOUTH 125
    MISSION HILLS EARLY LEARNING CENTER
    5859 S UNIVERSITY BLVD
    GREENWOOD VILLAGE,CO80121     		N/A SCHOOL OPERATING EXPENSES 888
    MULTICULTURAL CENTER OF THE SOUTH
    520 SPRING STREET
    SHREVEPORT,LA711010305     		N/A OTHER CHARITY CROSS-CULTURAL EDUCATION PROGRAM 15,000
    NC MUSEUM OF ART
    4630 MAIL SERVICE CENTER
    RALEIGH,NC276994630     		N/A OTHER CHARITY OPERATING EXPENSES 75
    NEHAUS EDUCATION CENTER
    4433 BISSONET
    BELLAIRE,TX77401     		N/A OTHER CHARITY OPERATING EXPENSES 50
    NORTH CENTRAL LA ARTS COUNCIL
    212 N VIENNA
    RUSTON,LA71273     		N/A OTHER CHARITY OPERATING EXPENSES 10,000
    ODYSSEY SCHOOL
    8750 E 28TH
    DENVER,CO80238     		N/A SCHOOL OPERATING EXPENSES 250
    ONE GREAT RIVER
    PO BOX 44349
    SHREVEPORT,LA711344349     		N/A OTHER CHARITY YOUTH OUTDOOR LEADERSHIP PROGRAMS 7,500
    ONE GREAT RIVER
    PO BOX 44349
    SHREVEPORT,LA711344349     		N/A OTHER CHARITY OPERATING EXPENSES 20,700
    PAMOJA ART SOCIETY
    3806 LINWOOD AVENUE
    SHREVEPORT,LA71103     		N/A OTHER CHARITY AFRICAN/AMERICAN ART PROJECT 2,500
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		N/A OTHER CHARITY HAITI RELIEF 2,000
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		N/A OTHER CHARITY HAITI RELIEF 2,000
    PEDIATRIC CANCER FOUNDATION
    PO BOX 785
    MAMARONECK,NY10543     		N/A OTHER CHARITY OPERATING EXPENSES 50
    PLANNED PARENTHOOD OF CENTAL NORTH CAROLINA
    PO BOX 3258
    CHAPEL HILL,NC27515     		N/A OTHER CHARITY EXPANSION CAMPAIGN FOR FAMILY HEALTH PROGRAMS 1,000
    POLARIS AT EBERT
    410 PARK AVENUE WEST
    DENVER,CO80205     		N/A OTHER CHARITY OPERATING EXPENSES 150
    POLARIS AT EBERT
    410 PARK AVENUE WEST
    DENVER,CO80205     		N/A OTHER CHARITY OPERATING EXPENSES 150
    QUAKER LANE COOPERATIVE NURSERY SCHOOL
    144 SOUTH QUAKER LANE
    WEST HARTFORD,CT06119     		N/A SCHOOL OPERATING EXPENSES 456
    RED RIVER FILM SOCIETY DBA ROBINSON FILM CENTER
    617 TEXAS ST
    SHREVEPORT,LA71101     		N/A OTHER CHARITY ATTRACT FILM PRODUCTION TO NORTH LA 15,000
    RED RIVER REVEL ARTS FESTIVAL
    101 CROCKETT STREET STE C
    SHREVEPORT,LA71101     		N/A OTHER CHARITY ARTS EDUCATION FOR PUBLIC SCHOOL STUDENTS 6,000
    RHODES COLLEGE
    2000 N PARKWAY
    MEMPHIS,TN38112     		N/A SCHOOL OPERATING EXPENSES 150
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		N/A OTHER CHARITY THEATRICAL PRODUCTIONS 15,000
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		N/A OTHER CHARITY THEATRICAL PRODUCTIONS 2,000
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		N/A OTHER CHARITY THEATRICAL PRODUCTIONS 2,000
    RIVER OAKS ELEMENTARY PTO
    2008 KIRBY DR
    HOUSTON,TX77019     		N/A OTHER CHARITY OPERATING EXPENSES 2,200
    ROBINSON'S RESCUE
    504 EAST KINGS HIGHWAY
    SHREVEPORT,LA71105     		N/A OTHER CHARITY TRANSPORT FROM LOW-INCOME AREA TO SPAY/NEUTER CLINIC 5,200
    SALVATION ARMY
    696 JACKSON AVE
    MEMPHIS,TN381052006     		N/A OTHER CHARITY OPERATING EXPENSES 50
    SCI-PORT LA SCIENCE CENTER
    820 CLYDE FANT PARKWAY
    SHREVEPORT,LA71101     		N/A OTHER CHARITY "SUSTAINABLE CHOICES" TRAVELING EXHIBIT TO SCHOOLS 15,000
    SEARCH HOMELESS SERVIES
    2505 FANNIN
    HOUSTON,TX77002     		N/A OTHER CHARITY FOR "HOUSE OF TINY TREASURES" PROGRAM 500
    SHEPHERD'S FARM CHILD DEVELOPMENT
    405 HEARNE AVENUE
    SHREVEPORT,LA71103     		N/A OTHER CHARITY MUSIC LEARNING CTR. FOR LOW-INCOME YOUTH 20,000
    SHREVEPORT REGIONAL ARTS COUNCIL
    400 CLYDE FANT PARKWAY
    SHREVEPORT,LA71101     		N/A OTHER CHARITY RENOVATE SRAC'S ADM & ARTS BUILDING 25,000
    SMALL STEPS NUTURING CENTER
    2902 JENSEN DRIVE
    HOUSTON,TX77026     		N/A OTHER CHARITY OPERATING EXPENSES 50
    ST CATHERINE COMMUNITY CENTER
    331 EAST 71ST ST
    SHREVEPORT,LA711064305     		N/A OTHER CHARITY AFTER SCHOOL PROGRAM FOR CHILDREN 15,000
    SUPPORT FOR HUMANITARIANISMINTERCONTINENTAL PROJECTS
    5522 E MEADOW DRIVE
    BOSSIER CITY,LA71112     		N/A OTHER CHARITY PROGRAM FOR HEALTH CARE PROVIDERS 5,000
    SWIM FOR SMILES
    210 OLD BARN LANE
    CHAPEL HILL,NC27517     		N/A OTHER CHARITY OPERATING EXPENSES 25
    THE CENTER FOR FAMILIES
    864 OLIVE STREET
    SHREVEPORT,LA71104     		N/A OTHER CHARITY COUNSELING FOR LOW-INCOME AT-RISK YOUTH FAMILIES 12,000
    THEATRE OF THE PERFORMING ARTS OF SHREVEPORT
    PO BOX 37404
    SHREVEPORT,LA711337404     		N/A OTHER CHARITY ARTS EDUCATION FOR LOW-INCOME YOUTH 5,000
    TRIANGLE FUTBOL CLUB
    431 US HWY 70 A EAST
    HILLSBOROUGH,NC27278     		N/A OTHER CHARITY OPERATING EXPENSES 887
    TRUTHOUT
    PO BOX 276414
    SACRAMENTO,CA95827     		N/A OTHER CHARITY SUPPORT INDEPENDENT NEWS COVERAGE 500
    TURNING-POINT SERVICES INC
    3719 LAKESHORE DRIVE
    SHREVEPORT,LA71109     		N/A OTHER CHARITY VAN FOR PROJECT "CHOICE" IN QUEENSBOROUGH 27,000
    UNIVERSITY OF MEMPHIS FOUNDATION
    PO BOX 1000
    MEMPHIS,TN38148     		N/A OTHER CHARITY OPERATING EXPENSES 5,000
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
    3400 CHESNUT ST
    PHILADELPHIA,PA19104     		N/A SCHOOL OPERATING EXPENSES 25
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PLACE
    NASHVILLE,TN37240     		N/A SCHOOL OPERATING EXPENSES 135
    WHITE HOUSE PROJECT - COLORADO
    1509 YORK STREET 21
    DENVER,CO80206     		N/A OTHER CHARITY OPERATING EXPENSES 100
    WUNC PUBLIC RADIO
    120 FRIDAY CENTER DRIVE
    CHAPEL HILL,NC27517     		N/A OTHER CHARITY OPERATING EXPENSES 100
    YOUTH ENRICHMENT PROGRAM
    4700 LINE AVE STE 207
    SHREVEPORT,LA71106     		N/A OTHER CHARITY EDUCATIONAL AFTER SCHOOL PROGRAM FOR LOW-INCOME 4,000
    Total .................................bullet 3a 820,410
    bApproved for future payment
    Total ..................................bullet 3b 0
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 347  
    4 Dividends and interest from securities....     14 423,537  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     14 867,573  
    8Gain or (loss) from sales of assets other than inventory     18 59,167  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,350,624 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    131,350,624
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2010 AccountingFeesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GILBREATH, BURNS & SMATHERS 5,995 2,995   3,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2010 DepreciationSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    OFFICE FURNITURE 2006-02-15 3,632 1,816 SL 7.000000000000 519 0    
    HP COMPUTER 2006-03-15 727 508 SL 5.000000000000 145 0    
    MS OFFICE SOFTWARE 2006-03-15 480 480 SL 3.000000000000 0 0    
    HP DESKTOP COMPUTER 2010-08-24 1,296   SL 5.000000000000 130 0    

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Name of Stock End of Year Book Value End of Year Fair Market Value
      14,352,807 15,765,884

    TY 2010 LandEtcSchedule2
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE 3,632 2,335 1,297 0
    HP COMPUTER 727 653 74 0
    MS OFFICE SOFTWARE 480 480   0
    HP DESKTOP COMPUTER 1,296 130 1,166 0


    TY 2010 OtherAssetsSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    NON-VOTING PARTNERSHIP INTEREST 5,843,801 6,172,012 6,243,419


    TY 2010 OtherExpensesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DIRECTOR & OFFICERS LIAB INS 1,294 0   1,294
    DUES & SUBSCRIPTIONS 9,325 0   9,325
    OFFICE EXPENSE 3,143 0   3,143
    WEBSITE EXPENSE 100 0   100
    MEMBER COMPENSATION 11,740 0   11,740


    TY 2010 OtherIncomeSchedule2
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITIES LITGIATION SETTLEMENTS 459 459 459
    FROM K-1:BEAIRD PROP LLC (NET INVESTMENT INCOME)72-1379082 867,114 867,114 867,114


    TY 2010 OtherIncreasesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Amount
    CHANGE IN GRANTS PAYABLE 75,000
    ROUNDING 1


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BERNSTEIN INVESTMENT MGT. FEES 62,298 62,298   0


    TY 2010 TaxesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX ON INVESTMENT INCOME 12,839 0   0
    FOREIGN TAX 1,189 1,189   0