Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 1440   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHREVEPORT, LA711013015
A Employer identification number

72-6027212
B Telephone number (see instructions)

(318) 221-2823
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$23,735,489J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 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 59,933 59,933  
4 Dividends and interest from securities...... 396,361 396,361  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 811,205
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 811,205
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 32,057 32,057  
12 Total. Add lines 1 through 11........ 1,299,556 1,299,556  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,302 0   13,302
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 1,394 0   1,394
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,520 1,520   3,000
c Other professional fees (attach schedule).... Click to see attachment 76,215 76,215   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 16,409 6,689   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 538 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,620 0   25,620
22 Printing and publications.......... 1,150 0   1,150
23 Other expenses (attach schedule)....... Click to see attachment 259,785 239,990   19,795
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 398,933 324,414   64,261
25 Contributions, gifts, grants paid........ 1,049,832 1,049,832
26 Total expenses and disbursements. Add lines 24 and 25 1,448,765 324,414   1,114,093
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -149,209
b Net investment income (if negative, enter -0-) 975,142
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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...............   109,412 109,412
2 Savings and temporary cash investments.......... 163,319 168,556 168,556
3 Accounts receivable bullet3,734
Less: allowance for doubtful accounts bullet   18,854 3,734 3,734
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 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........... 17,663 7,887 7,887
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,580,044 Click to see attachment14,969,188 17,275,589
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 bullet7,228
Less: accumulated depreciation (attach schedule) bullet5,766 907 Click to see attachment1,462 1,462
15 Other assets (describe bullet) Click to see attachment5,380,301 Click to see attachment4,730,139 Click to see attachment6,168,849
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,161,088 19,990,378 23,735,489
Liabilities 17 Accounts payable and accrued expenses.......... 23,046 1,545
18 Grants payable...................   120,000
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).......... 23,046 121,545
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 20,138,042 19,748,833
25 Temporarily restricted................   120,000
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).................... 20,138,042 19,868,833
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 20,161,088 19,990,378
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 20,138,042
2 Enter amount from Part I, line 27a..................... 2 -149,209
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 19,988,833
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 120,000
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 19,868,833
Form 990-PF (2013)
Form 990-PF (2013)
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 BEAIRD PROPERTIES LLC P    
c BEAIRD PROPERTIES LLC P    
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       852,995
b       890
c       -42,680
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       852,995
b       890
c       -42,680
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 2 811,205
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 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))
2012 1,175,311 21,135,705 0.055608
2011 1,018,827 21,337,396 0.047748
2010 950,807 20,713,376 0.045903
2009 743,358 20,890,741 0.035583
2008 565,751 15,772,958 0.035868
2 Total of line 1, column (d) ...................... 2 0.220710
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 0.044142
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 22,235,118
5 Multiply line 4 by line 3....................... 5 981,503
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 9,751
7 Add lines 5 and 6......................... 7 991,254
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,114,093
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.
Form 990-PF (2013)
Form 990-PF (2013)
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 9,751
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 9,751
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 9,751
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 15,188
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 15,188
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 5,437
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet5,437 RefundedBullet 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 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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 1440SHREVEPORTLA 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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See 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 (2013)
    Form 990-PF (2013)
    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
     
     
    .........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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 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 2013 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 2013.)....................
    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 2013?
    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 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 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 (2013)
    Form 990-PF (2013)
    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 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
    ELIZABETH BEAIRD PRESIDENT
    2.00     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    NICOLE SEAWELL VICE-PRESIDENT
    2.00     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    VIKKI WOLF SECRETARY
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    MALCOLM SEAWELL TREASURER
    1.00     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    MARJORIE SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    SUSAN BEAIRD DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    LELSIE DARR DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    DUNCAN SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    JENNIFER MCCORMICK DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    JOHN BEARID DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    JACKSON DARR DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 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 (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,111,756
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    9,751
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,751
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,102,005
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,102,005
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,102,005
    Part XII
    Qualifying Distributions (see 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
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
     
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,102,005
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 902,056
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,114,093
    a Applied to 2012, but not more than line 2a 902,056
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 212,037
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 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 instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		889,968
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 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 or e-mail address of the person to whom applications should be addressed:
    BEAIRD FAMILY FOUNDATION
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    (318) 221-8276
    INFO@BEAIRDFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION FORM IS AVAILABLE ON WEBSITE AT WWW.BEAIRDFOUNDATION.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 (2013)
    Form 990-PF (2013)
    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
    ACCION TEXAS INC
    2014 S HACKBERRY ST
    SAN ANTONIO,TX78210     		  OTHER CHARITY HELP PROVIDE ACCESS TO CAPITAL AND BUSINESS SUPPORT AND EDUCATION, TO MARGINALIZED ENTREPRENEURS IN SHREVEPORT 15,000
    ADAMS CAMP
    6767 S SPRUCE ST STE 102
    CENTENNIAL,CO80112     		  OTHER CHARITY OPERATING EXPENSES 3,000
    ALLIANCE FOR EDUCATION
    509 OLIVE WAY SUITE 220
    SEATTLE,WA981012557     		  OTHER CHARITY OPERATING EXPENSES 9,727
    ALLIANCE FOR EDUCATION
    509 OLIVE WAY SUITE 220
    SEATTLE,WA981012557     		  OTHER CHARITY OPERATING EXPENSES 10,000
    AMERICAN FOUNDATION FOR THE BLIND
    2 PENN PLAZA SUITE 1102
    NEW YORK,NY10121     		  FOUNDATION OPERATING EXPENSES 100
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVE NW
    WASHINGTON,DC200168143     		  SCHOOL OPERATING EXPENSES 1,050
    BETHANY LUTHERAN CHURCH-BOY SCOUT TROOP 712
    4500 E HAMPTON AVENUE
    CHERRY HILLS,CO80113     		  OTHER CHARITY OPERATING EXPENSES 500
    BOOK HARVEST
    5802 BRISBANE DR
    CHAPEL HILL,NC27514     		  OTHER CHARITY OPERATING EXPENSES 500
    BOSSIER ARTS COUNCIL
    630 BARKSDALE BLVD
    BOSSIER CITY,LA71111     		  OTHER CHARITY TRANSPORTATION COSTS FOR ATTENDANCE TO DIGIFEST SOUTH 2013. 5,000
    BROADMOOR MIDDLE SCHOOL
    441 ATLANTIC AVENUE
    SHREVEPORT,LA71105     		  SCHOOL RAISE STUDENTS TO ON/ABOVE READING COMPREHENSION LEVEL 2,500
    CANINE COMPANIONS FOR INDEPENDENCE-CO
    126 EAST LAS ANIMAS STREET
    COLORADO SPRINGS,CO80903     		  OTHER CHARITY OPERATING EXPENSES 600
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705     		  SCHOOL TUITION AND SALARY ASSISTANCE 5,975
    CATHOLIC CHARITIES OF SHREVEPORT
    331 E 71 STREET
    SHREVEPORT,LA71104     		  OTHER CHARITY SUPPORT IMMIGRATION AND CITIZENSHIP PROGRAMS FOR IMMIGRANT CLIENTS 20,000
    CHERRY CREEK SCHOOL FOUNDATION
    4700 YOSEMITE STREET
    GREENWOOD VIL,CO80111     		  FOUNDATION OPERATING EXPENSES 10,300
    CHILDREN OF FAITH LEARNING CENTER
    6660 QUILEN ROAD
    SHREVEPORT,LA71108     		  OTHER CHARITY RENOVATE CAFETERIA FLOOR,PURCHASE CAFETERIA EQUIPMENT AND COOK AND PREP COOK FOR ONE YEAR. 6,300
    CHILDREN'S ALLIANCE
    718 6TH AVE SOUTH
    SEATTLE,WA98104     		  OTHER CHARITY OPERATING EXPENSES 1,500
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047     		  OTHER CHARITY PURCHASE A TRACTOR 17,500
    CHRISTUS SCHUMPERT HEALTH SYSTEM FDN
    ONE SAINT MARY PLACE
    SHREVEPORT,LA71101     		  FOUNDATION SUPPORT OF 3 SCHOOL-BASED HEALTH CENTERS WHICH PROVIDE MEDICAL AND MENTAL HEALTH CARE TO OVER 1,700 UNDERSERVED CHILDREN IN THE CEDAR GROVE AREA OF SHREVEPORT, LA 18,000
    CHURCH OF CHRIST RUSSELL ROAD
    1852 RUSSELL ROAD
    SHREVEPORT,LA71107     		  OTHER CHARITY PROVIDE ACADEMIC ASSISTANCE AND MENTORING TO MLK NEIGHBORHOOD AT-RISK STUDENTS IN GRADES PK-6TH. 20,000
    CINCO DE MAYO
    5655 HOLLYWOOD AVENUE
    SHREVEPORT,LA71109     		  OTHER CHARITY FOR 2 STUDENT LEADERSHIP CAMPS TO AID LATINO STUDENTS IN UNDERSTANDING THE IMPORTANCE OF EDUCATION, AND BENEFITS OF A COLLEGE EDUCATION. 5,000
    CITY LAX - DENVER
    1106 COLUMBINE STREET
    DENVER,CO80206     		  OTHER CHARITY OPERATING EXPENSES 500
    COMMON GROUND COMMUNITY INC
    4830 LINE AVE 117
    SHREVEPORT,LA71106     		  OTHER CHARITY IMPROVE, REPAIR AND RENOVATE THE BUILDINGS, GARDENS AND GREENHOUSE ON CAMPUS 20,000
    COMMUNITY SAILING OF COLORADO
    PO BOX 102613
    DENVER,CO80250     		  OTHER CHARITY OPERATING EXPENSES 1,493
    CORNELL UNIVERSITY
    130 E SENECA
    ITHACA,NY14850     		  SCHOOL OPERATING EXPENSES 1,000
    CUB SCOUTS PACK 55 DENVER AREA BOY SCOUTS
    4450 E OXFORD
    CHERRY HILLS,CO80113     		  OTHER CHARITY OPERATING EXPENSES 975
    DEMOCRACY NORTH CAROLINA
    1821 GREEN STREET
    DURHAM,NC277054114     		  OTHER CHARITY OPERATING EXPENSES 1,050
    DENVER DUMB FRIENDS LEAGUE
    2080 QUEBEC STREET
    DENVER,CO80231     		  OTHER CHARITY OPERATING EXPENSES 50
    DENVER PUBLIC SCHOOLS FOUNDATION
    900 GRANT STREET STE 503
    DENVER,CO80203     		  FOUNDATION OPERATING EXPENSES 9,727
    DURHAM LIFE AND SCIENCE MUSEUM
    433 W MURRAY AVENUE
    DURHAM,NC27704     		  OTHER CHARITY OPERATING EXPENSES 1,000
    EL CENTRO HISPANO
    600 EAST MAIN STREET
    DURHAM,NC27701     		  OTHER CHARITY OPERATING EXPENSES 100
    FAMILY RESOURCES FOR EDUCATION
    8412 KINGSTON ROAD
    SHREVEPORT,LA71108     		  OTHER CHARITY FUNDING FOR CO-CURRICULUM MENTORSHIP AND LEADERSHIP PROGRAM FOR AT-RISK STUDENTS TO PROVIDE A FORMALIZED SUPPORT SYSTEM FOR HIGH SCHOOL COMPLETION. 20,000
    FOOD BANK OF NORTHWEST LOUISIANA
    2307 TEXAS AVE
    SHREVEPORT,LA71103     		  OTHER CHARITY HIRE ONE INDIVIDUAL TO COORDINATE A SUPPLEMENTAL NUTRITION ASSISTANCE ACCESS AND SHOPPING MATTERS PROGRAMS FOR LOW-INCOME FAMILIES IN NORTHWEST LOUISIANA 30,000
    FREEDOM SERVICE DOGS
    2000 W UNION AVENUE
    EAGLEWOOD,CO80110     		  OTHER CHARITY OPERATING EXPENSES 25
    FRIENDS OF STATE PARKS (NORTH CAROLINA)
    PO BOX 37655
    RALEIGH,NC27627     		  OTHER CHARITY OPERATING EXPENSES 1,000
    FULLER CENTER FOR HOUSING OF NORTHWEST LA
    PO BOX 3173
    SHREVEPORT,LA71133     		  OTHER CHARITY RAISE A PORTION OF THE MEMBERS LIVING ALLOWANCE (STIPEND) AND THE PROGRAM DIRECTOR'S SALARY. 20,000
    FULLER CENTER FOR HOUSING
    PO BOX 155
    SPRINGHILL,LA71075     		  OTHER CHARITY ASSIST IN THE PURCHASE OF MATERIAL TO CONSTRUCT TWO (2) NEW HOMES FOR TWO (2) UNDERPRIVILEGED FAMILIES IN SPRINGHILL, LOUISIANA. ONE HOME TO BE COMPLETED BY 6/30/2013 OTHER BY 12/31/2013 15,000
    GIRL SCOUTS LA PINES TO THE GULF
    1720 KALISTE SALOOM ROAD
    LAFAYETTE,LA70508     		  OTHER CHARITY FUND "BE A FRIEND FIRST" (BFF), AN ANTI-BULLYING PROJECT THAT SUPPORTS POSITIVE BEHAVIOR AND POSITIVE CONFLICT RESOLUTION FOR MIDDLE-SCHOOL GIRLS. 5,020
    GLEN RETIREMENT SYSTEM
    403 E FLOURNOY LUCAS
    SHREVEPORT,LA711153906     		  OTHER CHARITY OPERATING EXPENSES 1,000
    GULF SOUTH GOLDEN RETRIEVER RESCUE INC
    5619 MILNE BLVD
    NEW ORLEANS,LA70124     		  OTHER CHARITY OPERATING EXPENSES 500
    HOPE FOR THE HOMELESS INC
    762 AUSTIN PLACE
    SHREVEPORT,LA71101     		  OTHER CHARITY RENOVATE BUILDINGS WHERE MULTIPLE HOMELESS SERVICE PROVIDERS WILL CO-LOCATE TO PROVIDE COMPREHENSIVE ASSESSMENT AND ENTRY INTO THE HOMELESS SYSTEM. 75,000
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE
    WASHINGTON,DC20036     		  OTHER CHARITY OPERATING EXPENSES 37
    HUNTINGTON HIGH SCHOOL DECA
    6801 RASBERRY LANE
    SHREVEPORT,LA71129     		  OTHER CHARITY OPERATING EXPENSES 2,500
    IG AUTISM SHREVEPORT-BOSSIER
    1513 LINE AVENUE STE 319
    SHREVEPORT,LA71101     		  SCHOOL CONTINUE TO FUND AND IMPROVE THE AUTISM PARENT RESOURCE CENTER. 1,500
    INTER-FAITH COUNCIL FOR SOCIAL SERVICES
    110 W MAIN STREET
    CARRBORO,NC27510     		  OTHER CHARITY OPERATING EXPENSES 500
    JDRF
    8055 EAST TUFTS AVENUE
    DENVER,CO80237     		  OTHER CHARITY OPERATING EXPENSES 1,200
    LA ASSOCIATION FOR THE BLIND
    1750 CLAIBORNE AVE
    SHREVEPORT,LA71103     		  OTHER CHARITY TRAINING PROGRAMS TO HELP IN ADAPTING TO VISION LOSS IN WORK AND HOME ENVIRONMENTS 5,000
    LATAN
    8028 SHREVE PARK DRIVE
    SHREVEPORT,LA71129     		  OTHER CHARITY PROVIDE PEOPLE WITH DISABILITIES OR AGE-RELATED LIMITATIONS ASSISTIVE TECHNOLOGY TO PROMOTE INDEPENDENT LIVING 20,000
    LOUISIANA ASSOC ON COMPULSIVE GAMBLING
    324 TEXAS STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY PURCHASE 9 COMPUTERS, MONITORS, HANDS-FREE HEADSETS AND ENHANCED ON-LINE RESOURCES 15,000
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
    938 LAFAYETTE STREET STU 300
    NEW ORLEANS,LA70113     		  OTHER CHARITY BOOST KINDERGARTEN READINESS AND READING SKILLS FOR AT-RISK FAMILIES FOR 3-5 YEAR-OLDS & THEIR PARENTS 25,875
    LSUS FOUNDATION
    ONE UNIVERSITY PLACE
    SHREVEPORT,LA71115     		  FOUNDATION LAPREP SUMMER MATH & SCIENCE PROGRAM FOR 5TH - 12TH GRADE FOR LOW INCOME YOUTH 50,000
    MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871     		  OTHER CHARITY OPERATING EXPENSES 200
    MAKE-A-WISH FOUNDATION
    1780 MORIAH WOODS BLVD
    MEMPHIS,TN38117     		  FOUNDATION OPERATING EXPENSES 500
    MARTIN LUTHER KING HEALTH CENTER
    827 MARGARET PLACE SUITE 201
    SHREVEPORT,LA71101     		  OTHER CHARITY TO PROVIDE QUALITY SERVICES FOR THOSE UNINSURED AND TO MINIMIZE DISRUPTIONS IN HEALTHCARE 35,000
    MEMPHIS UNION MISSION
    383 POPLAR
    MEMPHIS,TN381052006     		  OTHER CHARITY TO PROVIDE PRIMARY CARE, DISEASE PREVENTION AND HEALTH PROMOTION 300
    MEMPHIS UNIVERSITY SCHOOL
    6191 PARK AVE
    MEMPHIS,TN38119     		  SCHOOL OPERATING EXPENSES 2,000
    MICHAEL J FOX FOUNDATION
    GRAND CENTRAL STATION
    NEW YORK,NY101634777     		  FOUNDATION OPERATING EXPENSES 1,500
    MID SOUTH FOOD BANK
    239 SOUTH DUDLEY
    MEMPHIS,TN38104     		  OTHER CHARITY OPERATING EXPENSES 550
    MILITARY CHILD EDUCATION COALITION
    909 MOUNTAIN LION CIRCLE
    HARKER HEIGHTS,TX76548     		  OTHER CHARITY PROVIDE A POSITIVE TRANSITION EXPERIENCE FOR MILITARY-CONNECTED STUDENTS AND PARENTS IN BPSS 12,500
    MOMENTUM TEXAS INC
    1402 CORINTH STREET
    DALLAS,TX75215     		  OTHER CHARITY FOR 1 DAY GREATER SHREVEPORT VETERANS ENTREPRENEURSHIP BOOT CAMP 4,000
    MONTVIEW COMMUNITY PRESCHOOL
    1980 DAHLIA STREET
    DENVER,CO80220     		  SCHOOL OPERATING EXPENSES 800
    NEW LEADERS COUNCIL
    905 CAPTAIN SHREVE DRIVE
    SHREVEPORT,LA71105     		  OTHER CHARITY OPERATING EXPENSES 5,000
    NEW ORLEANS VIDEO ACCESS CENTER
    532 LOUISA STREET
    NEW ORLEANS,LA70117     		  OTHER CHARITY TO HELP FACILITATE A FILM WORKFORCE TRAINING PROGRAM IN NORTH LOUISIANA 10,000
    NINNA'S ROAD TO RESCUE
    6 STERLING RANCH NORTH
    HAUGHTON,LA71037     		  OTHER CHARITY OPERATING EXPENSES 750
    NORTHERN & CENTRAL LA INTERFAITH
    PO BOX 44374
    SHREVEPORT,LA71134     		  OTHER CHARITY TO DEVELOPE A LABOR MARKET INTERMEDIARY TO ADDRESS THE SKILLS GAP IN SHREVEPORT-BOSSIER 10,000
    NORTHWEST LA COMMUNITY DEVELOPEMENT CORP
    4725 GREENWOOD ROAD
    SHREVEPORT,LA71109     		  OTHER CHARITY TO PROVIDE TRANSITIONAL HOUSING TO MALES AGE 10-21 10,000
    OPERATION OUTREACH-USA INC
    360 WOODLAND STREET
    HOLLISTON,MA01746     		  OTHER CHARITY TO EXPAND OPERATION-OUTREACH USA LITERACY TO 400 ADDITIONAL STUDENTS IN SHREVEPORT SCHOOLS 5,000
    ORANGE COUNTY PARTNERSHIP
    120 PROVIDENCE ROAD 101
    CHAPEL HILL,NC27514     		  OTHER CHARITY OPERATING EXPENSES 100
    PARK HILL ELEMENTARY SCHOOL
    5050 EAST 19TH AVENUE
    DENVER,CO80220     		  SCHOOL OPERATING EXPENSES 345
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE 3RD FL
    BOSTON,MA02215     		  OTHER CHARITY OPERATING EXPENSES 5,000
    PEDIATRIC CANCER FOUNDATION
    PO BOX 785
    MAMARONECK,NY10543     		  FOUNDATION OPERATING EXPENSES 50
    PEOPLE OF FAITH AGAINST THE DEATH PENALTY
    110 W MAIN ST 2-G
    CARRBORO,NC27510     		  OTHER CHARITY OPERATING EXPENSES 25
    PET SAVERS INC
    632 DUDLEY
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES 500
    PLANNED PARENTHOOD FEDERATION
    PO BOX 3258
    CHAPEL HILL,NC27515     		  OTHER CHARITY OPERATING EXPENSES 975
    PLANNED PARENTHOOD OF CENTRAL NC INC
    PO BOX 3258
    CHAPEL HILL,NC27515     		  OTHER CHARITY OPERATING EXPENSES 1,000
    PLAYAZ AND PLAYETTES INC
    835 BUTLER STREET
    SHREVEPORT,LA71103     		  OTHER CHARITY OPERATING EXPENSES 10,000
    POLARIS PTO INC
    410 PARK AVE WEST
    DENVER,CO80205     		  OTHER CHARITY OPERATING EXPENSES 3,000
    PROVIDENCE HOUSE
    814 COTTON ST
    SHREVEPORT,LA71101     		  OTHER CHARITY PURCHASE SOFTWARE PROGRAM TO TRACK DATA FOR DOMESTIC VIOLENCE SURVIVORS, PER FEDERAL LAW REQUIREMENTS 10,000
    RAINER DISTRICT LITTLE LEAGUE
    PO BOX 28994
    SEATTLE,WA98118     		  OTHER CHARITY OPERATING EXPENSES 2,000
    REACH OUT AND TOUCH INC
    804 BRITTANY LANE
    BOSSIER CITY,LA71111     		  OTHER CHARITY EXPAND AFTER-SCHOOL PROGRAM AND ACTIVITIES FOR LOW-INCOME CHILDREN 25,000
    REAL CHANGE
    219 1ST AVENUE S STE 220
    SEATTLE,WA98103     		  OTHER CHARITY OPERATING EXPENSES 1,000
    RED RIVER FILM SOCIETY
    617 TEXAS ST
    SHREVEPORT,LA71101     		  OTHER CHARITY ESTABLISH A TEEN PROGRAM AND MONTHLY FAMILY MATINEE SERIES 10,000
    RENESTING PROJECT INC
    1303 DRIFTWOOD DRIVE
    BOSSIER CITY,LA71111     		  OTHER CHARITY PARTIAL PAYMENT ON ANNUAL WAREHOUSE LEASE 15,000
    RHODES COLLEGE
    2000 N PARKWAY
    MEMPHIS,TN38112     		  SCHOOL OPERATING EXPENSES 100
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		  OTHER CHARITY ASSIST IN STAGING THE FINAL PRODUCTION & ESTABLISH MONTGOMERY THEATRE SERIES 20,000
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES 5,000
    RIVER CITY REPERTORY THEATRE
    2829 YOUREE DR SUITE 4
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES 500
    RIVER OAKS ELEMENTARY PTO
    2008 KIRBY DR
    HOUSTON,TX77019     		  OTHER CHARITY OPERATING EXPENSES 2,000
    SCI-PORT DISCOVERY CENTER
    820 CLYDE FANT PARKWAY
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES 25,000
    SEMESTER AT SEA
    PO BOX 400885
    CHARLOTTESVILLE,VA22904     		  OTHER CHARITY OPERATING EXPENSES 1,150
    SHREVEPORT GREEN
    3625 SOUTHERN AVE
    SHREVEPORT,LA71104     		  OTHER CHARITY TO INCREASE AWARENESS ON THE DESTRUCTIVE IMPACT OF LITTER 16,353
    SHREVEPORT OPERA
    212 TEXAS ST 101
    SHREVEPORT,LA71101     		  OTHER CHARITY TO TAKE EDUCATIONAL CHILDRENS PROGRAMING OF FULLY-STAGED AND COSTUMED OPERA PERFORMANCES TO THOSE UNABLE TO EXPERIENCE OPERA 5,000
    SHREVEPORT REGIONAL ARTS COUNCIL
    801 CROCKETT STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY GENERATE A "CULTURAL ECONOMY" MEASURED THRU ADDITIONAL PUECHASING POWER, JOBS, HOUSEHOLD INCOME AND GOV. REVENUES 10,000
    SIGHT SAVERS AMERICA
    337 BUSINESS CIRCLE
    PELHAM,AL35124     		  OTHER CHARITY SUPPLY HIGH-TECH VISION AIDS FOR VISION IMPAIRED CHILDREN AT NO COST TO THE FAMILY 20,000
    SOUTHERN UNIVERSITY AT SHREVEPORT FDN
    3050 MARTIN LUTHER KING
    SHREVEPORT,LA71107     		  SCHOOL REDUCE NEGATIVE BEHAVIORS IN FEMALE STUDENTS 30,000
    SOUTHERN UNIVERSITY AT SHREVEPORT FDN
    3050 MARTIN LUTHER KING
    SHREVEPORT,LA71107     		  FOUNDATION FUNDS TO MICROFILM AND INDEX HISTORIC SHREVEPORT SUN NEWSPAPER COLLECTION 23,000
    SOUTHERN UNIVERSITY AT SHREVEPORT
    3050 MARTIN LUTHER KING
    SHREVEPORT,LA71107     		  SCHOOL DEVELOPE AN ENTREPRENEURSHIP PROGRAM AT THE HIGH SCHOOL LEVEL 10,000
    ST LUKE'S EPISCOPAL MOBIL MEDICAL
    PO BOX 53074
    SHREVEPORT,LA71135     		  OTHER CHARITY COLLABORATE WITH MLK HEALTH CENTER TO IMPROVE HEALTHCARE FOR LOW-INCOME UNINSURED AND HOMELESS PEOPLE 10,440
    STRATEGIC ACTION COUNCIL OF NW LA (1ST PAYMENT OF 3 YEAR PLEDGE)
    631 MILAM ST SUITE 105
    SHREVEPORT,LA71101     		  OTHER CHARITY TO STRENGTHEN THE PERFORMANCE OF MSI 50,000
    STRATEGIC ACTION COUNCIL OF NW LA
    631 MILAM ST SUITE 105
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES 2,500
    TANNER SEEBAUM FOUNDATION
    7732 S GLENCOE COURT
    CENTENNIAL,CO80122     		  OTHER CHARITY OPERATING EXPENSES 150
    TANNER SEEBAUM FOUNDATION
    7732 S GLENCOE COURT
    CENTENNIAL,CO80122     		  OTHER CHARITY OPERATING EXPENSES 1,000
    THE ALS ASSOCIATION
    PO BOX 66825
    BATON ROUGE,LA70896     		  OTHER CHARITY OPERATING EXPENSES 10,000
    THE CENTER FOR FAMILIES
    864 OLIVE STREET
    SHREVEPORT,LA71104     		  OTHER CHARITY MENTAL HEALTH SERVICES FOR ALL-INCOME CLIENTS, 61% LIVING IN POVERTY 20,000
    THE CHILDREN'S HOSPITAL COLORADO
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		  OTHER CHARITY OPERATING EXPENSES 1,800
    THE CHILDREN'S HOSPITAL COLORADO
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		  OTHER CHARITY OPERATING EXPENSES 5,000
    THE GEORGE WASHINGTON UNIVERSITY
    2121 EYE ST NW
    WASHINGTON,DC20052     		  SCHOOL OPERATING EXPENSES 50
    THE LOUISIANA LIONS EYE BANK
    721 BOULEVARD STREET
    SHREVEPORT,LA71104     		  OTHER CHARITY UPGRADE THE TECHNOLOGY & OFFICE EQUIPMENT 2,500
    THE MCCALLIE SCHOOL
    500 DODDS AVE
    CHATTANOOGA,TN37404     		  SCHOOL OPERATING EXPENSES 250
    THE MORGAN ADAMS FOUNDATION
    5303 E EVANS AVE 202
    DENVER,CO80222     		  FOUNDATION OPERATING EXPENSES 2,000
    THE NATL CENTER FOR FAIR AND OPEN TESTING
    PO BOX 300204
    JAMAICA PLAIN,MA02130     		  OTHER CHARITY OPERATING EXPENSES 500
    THE PHILADELPHIA CENTER
    2020 CENTENARY BLVD
    SHREVEPORT,LA71104     		  OTHER CHARITY HIV/AIDS EDUCATION AND PREVENTION IN MINORITY COMMUNITIES 50,000
    THE STRAND THEATRE
    PO BOX 1547
    SHREVEPORT,LA711651547     		  OTHER CHARITY OPERATING EXPENSES 3,000
    THEATRE OF PERFORMING ARTS OF SHREVEPORT
    4005 LAKESHORE DRIVE
    SHREVEPORT,LA71109     		  OTHER CHARITY TO DELIVER HIGH-QUALITY EDUCATION AND PREPARATION IN THE ARTS TO LOW-INCOME, UNDERSERVED YOUTH 15,000
    TRUTHOUT
    PO BOX 276414
    SACRAMENTO,CA95827     		  OTHER CHARITY OPERATING EXPENSES 500
    UNC-TV
    PO BOX 14900
    RTP,NC27709     		  OTHER CHARITY OPERATING EXPENSES 130
    UNION GENERAL HOSPITAL
    901 JAMES AVE
    FARMERVILLE,LA71241     		  OTHER CHARITY PURCHASE A DIESEL ELECTRICITY GENERATOR FOR CLINIC 10,000
    UNIVERSITY OF DENVER
    2555 E EVANS AVENUE
    DENVER,CO80208     		  SCHOOL OPERATING EXPENSES 1,000
    UNIVERSITY OF MEMPHIS
    PO BOX 100 DEPT 238
    MEMPHIS,TN38148     		  SCHOOL OPERATING EXPENSES 6,000
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
    3451 WALNUT ST 433
    PHILADELPHIA,PA19104     		  SCHOOL OPERATING EXPENSES 1,000
    VOLUNTEERS OF AMERICA OF NORTH LA
    360 JORDAN STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES 2,250
    WOODLAND PRESBYTERIAN SCHOOL
    5217 PARK AVE
    MEMPHIS,TN38119     		  SCHOOL OPERATING EXPENSES 1,500
    WUNC 915 NC PUBLIC RADIO
    120 FRIDAY CENTER DR
    CHAPEL HILL,NC27517     		  OTHER CHARITY OPERATING EXPENSES 60
    YMCA OF METROPOLITAN DENVER
    2625 S COLORADO BLVD
    DENVER,CO80222     		  OTHER CHARITY OPERATING EXPENSES 1,400
    YOUTH ENRICHMENT PROGRAM
    4700 LINE AVE STE 207
    SHREVEPORT,LA71106     		  OTHER CHARITY AFTER SCHOOL TUTORING/MENTORING PROGRAM FOR AT-RISK YOUTH 4,000
    YOUTH OUTREACH SERVICES
    7903 ARCADIAN SHORES DRIVE
    SHREVEPORT,LA71129     		  OTHER CHARITY FUNDING FOR RESIDENTIAL SHELTER FOR HOMELESS FEMALE YOUTH 20,000
    Total .................................bullet 3a 1,049,832
    bApproved for future payment
    SHREVEPORT BOSSIER ASTRONOMICAL SOCIETY INC
    353 OCKLEY
    SHREVEPORT,LA71105     		  OTHER CHARITY NEW ROOF, HANDICAP ACCESSIBLE WLKS, FENCING FOR WORLEY OBSERVATORY 20,000
    STRATEGIC ACTION COUNCIL OF NW LA
    631 MILAM ST SUITE 105
    SACRAMENTO,LA71101     		  OTHER CHARITY ONLINE DIRECTORY, STAFFING NEEDS, ENHANCEMENT OF OUTREACH PROGRAMS AND MARKETING. 100,000
    Total .................................bullet 3b 120,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 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....          
    3
    Interest on savings and temporary cash investments ............     		    14 59,933  
    4 Dividends and interest from securities....     14 396,361  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     15 32,057  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 811,205  
    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 1,299,556 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,299,556
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 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 4,520 1,520   3,000

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

    TY 2013 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 3,373 SL 7.000000000000 259 0    
    HP COMPUTER 2006-03-15 727 727 SL 5.000000000000 0 0    
    MS OFFICE SOFTWARE 2006-03-15 480 480 SL 3.000000000000 0 0    
    HP DESKTOP COMPUTER 2010-08-24 1,296 648 SL 5.000000000000 259 0    
    CONFERENCE TABLE 2013-12-03 1,093   SL 7.000000000000 20 0    

    TY 2013 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
      14,969,188 17,275,589

    TY 2013 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 3,632 0 0
    HP COMPUTER 727 727 0 0
    MS OFFICE SOFTWARE 480 480 0 0
    HP DESKTOP COMPUTER 1,296 907 389 389
    CONFERENCE TABLE 1,093 20 1,073 1,073


    TY 2013 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 5,380,301 4,730,139 6,168,849


    TY 2013 OtherDecreasesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Amount
    INCREASE IN GRANTS PAYABLE 120,000


    TY 2013 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
    INSURANCE 563 0   563
    DUES & SUBSCRIPTIONS 3,175 0   3,175
    OFFICE EXPENSE & TELEPHONE 3,091 0   3,091
    ONLINE SUBSCRIPTION 204 0   204
    MEMBER COMPENSATION 12,762 0   12,762
    BEAIRD PROPERTIES K-1 (72-1379082) 239,990 239,990   0


    TY 2013 OtherIncomeSchedule2
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SECURITY LITIGATION SETTLEMENT 126 126 126
    BEAIRD PROPERTIES LLC 31,931 31,931 31,931


    TY 2013 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. FEE 76,215 76,215   0


    TY 2013 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 9,710 0   0
    FOREIGN TAX 6,689 6,689   0
    STATE FILING FEE 10 0   0