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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$24,221,924J 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
Sch. B ...............
3 Interest on savings and temporary cash investments 70,173 70,173  
4 Dividends and interest from securities...... 520,203 520,203  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,053,710
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 1,053,710
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 23,252 23,252  
12 Total. Add lines 1 through 11........ 1,667,338 1,667,338  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 41,218 0   41,218
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,530 1,530   3,000
c Other professional fees (attach schedule).... Click to see attachment 95,144 95,144   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,651 34   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 415 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 26,911 0   26,911
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 143,709 109,919   28,741
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 326,578 206,627   99,870
25 Contributions, gifts, grants paid........ 1,110,048 1,110,048
26 Total expenses and disbursements. Add lines 24 and 25 1,436,626 206,627   1,209,918
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 230,712
b Net investment income (if negative, enter -0-) 1,460,711
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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 24,511 24,511
2 Savings and temporary cash investments.......... 168,556 122,078 122,556
3 Accounts receivable bullet37,694
Less: allowance for doubtful accounts bullet   3,734 37,694 37,694
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........... 7,887 3,008 3,008
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 14,969,188 Click to see attachment16,016,651 17,864,259
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) bullet6,181 1,462 Click to see attachment1,047 1,047
15 Other assets (describe bullet) Click to see attachment4,730,139 Click to see attachment4,102,252 Click to see attachment6,168,849
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,990,378 20,307,241 24,221,924
Liabilities 17 Accounts payable and accrued expenses.......... 1,545 74,864
18 Grants payable.................. 120,000 50,000
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).......... 121,545 124,864
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 19,748,833 20,132,377
25 Temporarily restricted................ 120,000 50,000
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 instructions)...... 19,868,833 20,182,377
31 Total liabilities and net assets/fund balances (see instructions).. 19,990,378 20,307,241
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 19,868,833
2 Enter amount from Part I, line 27a..................... 2 230,712
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 82,832
4 Add lines 1, 2, and 3.......................... 4 20,182,377
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 20,182,377
Form 990-PF (2014)
Form 990-PF (2014)
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       1,183,734
b       3,162
c       -133,186
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       1,183,734
b       3,162
c       -133,186
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 1,053,710
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 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))
2013 1,104,342 22,235,118 0.049667
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
2 Total of line 1, column (d) ...................... 2 0.234509
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 0.046902
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 23,796,340
5 Multiply line 4 by line 3....................... 5 1,116,096
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 14,607
7 Add lines 5 and 6......................... 7 1,130,703
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,209,918
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 (2014)
Form 990-PF (2014)
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 14,607
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 14,607
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 14,607
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 16,437
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 16,437
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 1,830
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,830 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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 BEAIRD 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
    DAVID SEAWELL DIRECTOR
    0.50     		0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    CHAD NAQUIN 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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    17,645,634
    b
    Average of monthly cash balances.......................
    1b
    344,238
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,168,849
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,158,721
    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
    24,158,721
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    362,381
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,796,340
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,189,817
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,189,817
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    14,607
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,607
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,175,210
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,175,210
    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
    1,175,210
    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
    1,209,918
    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
    1,209,918
    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
    14,607
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,195,311
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,175,210
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 889,968
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 1,209,918
    a Applied to 2013, but not more than line 2a 889,968
    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 2014 distributable amount..... 319,950
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		855,260
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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
    TOYA@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. APPLICANTS MUST USE THIS FORM AND SUBMIT ON-LINE AT THIS WEBSITE. IN ADDITION, PIOR TO SUBMISSION OF APPLICATION, APPLICANT MUST COMPLETE A LTTER OF INTENT.
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    630 BARKSDALE BLVD
    BOSSIER CITY,LA71111     		  SCHOOL FUNDING FOR MUSICIANS 750
    ADAM'S CAMP
    6767 S SPRUCE ST STE 102
    CENTENNIAL,CO80112     		  OTHER CHARITY SPECIAL NEEDS PROGRAMS 3,000
    ALLIANCE FOR EDUCATION
    509 OLIVE WAY SUITE 220
    SEATTLE,WA981012557     		  OTHER CHARITY OPERATING EXPENSES FOR PTA ORGANIZATIONS IN SEATTLE PUBLIC SCHOOLS 10,465
    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 1,025
    BETHANY LUTHERAN CHURCH-BOY SCOUT TROOP 712
    4500 E HAMPTON AVENUE
    CHERRY HILLS VILLAGE,CO80113     		  OTHER CHARITY OPERATING EXPENSES 500
    BOOK HARVEST
    5802 BRISBANE DR
    CHAPEL HILL,NC27514     		  OTHER CHARITY FREE BOOKS TO CHILDREN 625
    BOSSIER ARTS COUNCIL
    630 BARKSDALE BLVD
    BOSSIER CITY,LA71111     		  OTHER CHARITY SUPPORT FOR THE BUDDING ARTIST PROGRAM 2,500
    BOYS AND GIRLS CLUB OF METRO DENVER
    2017 WEST 9TH AVENUE
    DENVER,CO80204     		  OTHER CHARITY OPERATING EXPENSES 500
    CAMP COURAGE
    2525 ASH STREET
    DENVER,CO80207     		  OTHER CHARITY OPERATING EXPENSES FOR A CAMP THAT SUPPORTS KIDS WITH CANCER 2,000
    CANINE COMPANIONS FOR INDEPENDENCE-CO
    126 EAST LAS ANIMAS STREET
    COLORADO SPRINGS,CO80903     		  OTHER CHARITY OPERATING EXPENSES TO PROVIDE ASSISTANCE DOGS 250
    CANINE PARTNERS OF THE ROCKIES
    651 POTOMAC ST STE E
    AURORA,CO80011     		  OTHER CHARITY OPERATING EXPENSES TO PROVIDE ASSISTANCE DOGS 250
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705     		  SCHOOL OPERATING EXPENSES FOR AN EVENING AT SCI PORT DISCOVERY CENTER 5,725
    CHERRY CREEK SCHOOL DISTRICT FOUNDATION
    4700 YOSEMITE STREET STE 130
    GREENWOOD VIL,CO80111     		  FOUNDATION OPERATING EXPENSES 10,975
    CHILDREN & ARTHRITIS INC
    2751 ALBERT BICKNELL DR STE 2E
    SHREVEPORT,LA71102     		  OTHER CHARITY OPERATING EXPENSES 10,000
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047     		  OTHER CHARITY NUTRITION AND MEDICAL CARE FOR CHIMPANZEES 11,500
    CHRISTIAN SERVICE PROGRAM
    1244 SPRAGUE STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY RENOVATE BLDG TO HOUSE OFFICES, FOOD, CLOTHING AND EMERGENCY ASSISTANCE SERVICES 50,000
    CHURCH OF CHRIST RUSSELL ROAD
    1852 RUSSELL ROAD
    SHREVEPORT,LA71107     		  OTHER CHARITY COMPPREHENSIVE YOUTH DEVELOPEMENT AFTER SCHOOL PROGRAM 13,000
    CITY LAX - DENVER
    1106 COLUMBINE STREET
    DENVER,CO80206     		  OTHER CHARITY OPERATING EXPENSES FOR LACROSSE SPORTING ACTIVITIES 3,250
    CITY YEAR
    789 SHERMAN ST STE 400
    DENVER,CO80203     		  OTHER CHARITY OPERATING EXPENSES-PROVIDE YEAR OF SERVICE TO LOW INCOME STUDENTS 1,000
    COLORADO FRIENDS OF COLORADO WSRP CO ROSE COMMUNITY FOUNDATION
    600 S CHERRY ST 1200
    DENVER,CO802461712     		  OTHER CHARITY OPERATING EXPENSES 1,625
    COMMON GROUND COMMUNITY INC
    4830 LINE AVE 117
    SHREVEPORT,LA71106     		  OTHER CHARITY "HAND UP, NOT A HAND OUT" PROGRAMMING 25,750
    COMMUNITY FOUNDATION OF NORTH LOUISIANA
    401 EDWARDS ST STE 105
    SHREVEPORT,LA71101     		  OTHER CHARITY GIVE FOR GOOD DAY 1,000
    COMMUNITY SAILING OF COLORADO
    PO BOX 102613
    DENVER,CO80250     		  OTHER CHARITY PUBLIC ACCESS TO SAILING 2,470
    COMPASSION FOR LIVES
    3937 PINES RD STE G
    SHREVEPORT,LA71119     		  OTHER CHARITY WORKFORCE DEVELOPMENT AND PERSONAL GROWTH 20,000
    CORNELL UNIVERSITY
    PO BOX 223623
    PITTSBURG,PA152512623     		  SCHOOL OPERATING EXPENSES 1,000
    CULLEN ASSOC FOR RESOURCEFUL AIDE
    401 EAST ROAD
    CULLEN,LA71021     		  OTHER CHARITY ASSIST IN MEETING NEEDS OF AT-RISK LOW INCOME DISADVANTAGED YOUTH & YOUNG ADULTS 15,000
    DEMOCRACY NORTH CAROLINA
    1821 GREEN STREET
    DURHAM,NC277054114     		  OTHER CHARITY INCREASE VOTER PARTICIPATION 1,000
    DENVER PUBLIC SCHOOLS FOUNDATION
    900 GRANT STREET STE 503
    DENVER,CO80203     		  FOUNDATION OPERATING EXPENSES 9,488
    DENVER SCHOLARSHIP FOUNDATION
    303 E 17TH AVE STE 200
    DENVER,CO80203     		  FOUNDATION TUTORING AND AFTER SCHOOL SUPPORT 100
    EL CENTRO HISPANO
    600 EAST MAIN STREET
    DURHAM,NC27701     		  OTHER CHARITY STRENGTHEN THE HISPANIC/LATINO COMMUNITY 100
    FAMILIES AND FRIENDS OF LA INCARCERATED CHILDREN
    1600 ORETHA CASTLE HALEY BLVD
    NEW ORLEANS,LA70113     		  OTHER CHARITY BUILD A CHAPTER OF SHREVEPORT PARENTS AND FAMILIES OF INCARCERATED CHILDREN TARGETED BY THE JUVENILE JUSTICE SYSTEM 25,000
    FOOD BANK OF NORTHWEST LOUISIANA
    2307 TEXAS AVE
    SHREVEPORT,LA71103     		  OTHER CHARITY DEVELOP A FLEET TRANSPORTATION DEPARTMENT 15,000
    FOUNDATION FOR A BETTER LOUISIANA
    PO BOX 4308
    BATON ROUGE,LA70821     		  FOUNDATION "LOUISIANA MATTERS" PROGRAM; HOST A U.S. SENATE DEBATE 5,000
    FOUNDATION FOR WOMEN'S CANCER
    230 W MONROE STE 2528
    CHICAGO,IL606064902     		  FOUNDATION OPERATING EXPENSES-SUPPORT FOR SURVIVORS, ICREASE PUBLIC AWARENESS 11,050
    FREEDOM SERVICE DOGS
    2000 W UNION AVENUE
    ENGLEWOOD,CO80110     		  OTHER CHARITY TRAINING FOR SERVICE DOGS 250
    FRIENDS OF STATE PARKS (NORTH CAROLINA)
    PO BOX 37655
    RALEIGH,NC27627     		  OTHER CHARITY UNDERSTANDING & PROTECTING N.C. STATE PARKS 275
    FULLER CENTER FOR HOUSING
    PO BOX 155
    SPRINGHILL,LA71075     		  OTHER CHARITY TO CONSTRUCT THE ANCHOR HOME OF 3 PROJECTED NEW HOMES IN SPRINGHILL, LOUISIANA FOR NEIGHBORHOOD REVITALIZATION 20,000
    GALILEE FAMILY ENRICHMENT CENTER
    1500 PIERRE AVENUE
    SHREVEPORT,LA71103     		  OTHER CHARITY OPERATING EXPENSES 20,000
    GINGERBREAD HOUSE
    1700 BUCKNER SQUARE STE 101
    SHREVEPORT,LA71101     		  OTHER CHARITY SERVICES TO CHILD ABUSE VICTIMS 18,250
    GIRL SCOUTS LA PINES TO THE GULF
    1720 KALISTE SALOOM ROAD C1
    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. 10,150
    GLEN RETIREMENT SYSTEM
    403 E FLOURNOY LUCAS RD
    SHREVEPORT,LA711153906     		  OTHER CHARITY OPERATING EXPENSES 500
    GOLDEN RETRIEVER RESCUE OF THE ROCKIES
    15350 W 72ND AVENUE
    ARVADA,CO80007     		  OTHER CHARITY OPERATING EXPENSES 100
    GULF SOUTH GOLDEN RETRIEVER RESCUE INC
    5619 MILNE BLVD
    NEW ORLEANS,LA70124     		  OTHER CHARITY OPERATING EXPENSES 750
    HAP HOUSE
    PO BOX 5089
    BOSSIER CITY,LA71171     		  OTHER CHARITY OPERATING EXPENSES 15,000
    HEROES FOR CHILDREN
    1701 GATEWAY BLVD STE 410
    RICHARDSON,TX75080     		  OTHER CHARITY OPERATING EXPENSES-ASSISTANCE TO FAMILIES OF CHILDREN WITH CANCER 4,050
    HOLY ANGELS
    10450 ELLERBE ROAD
    SHREVEPORT,LA71106     		  OTHER CHARITY ESTABLISHMENT OF ANGELWORKS RETIREMENT CENTER FOR AGING RESIDENTS 25,000
    HOPE FOR THE HOMELESS INC
    762 AUSTIN PLACE
    SHREVEPORT,LA71101     		  OTHER CHARITY FOR CONSTRUCTION OF LOW-RESTRICTIONS TRIAGE SHELTER; PROVIDE WRAP-AROUND SERVICES FOR THE HOMELESS 71,500
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE NW
    WASHINGTON,DC20036     		  FOUNDATION INCREASE UNDERSTANDING FOR LGBT PERSONS 37
    INTERMOUNTAIN THERAPY ANIMALS
    4050 SOUTH 2700 EAST
    SALT LAKE CITY,UT84124     		  OTHER CHARITY OPERATING EXPENSES 500
    JUVENILE DIABETES RESEARCH FOUNDATION
    8055 EAST TUFTS AVENUE
    DENVER,CO80237     		  FOUNDATION RESEARCH, PUBLICATION, ADVOCACY 68
    LARCHMONT CHARTER SCJOOL
    444 N LARCHMONT BLVD
    LOS ANGELES,CA90004     		  SCHOOL OPERATING EXPENSES 1,000
    LEGAL COUNSEL FOR YOUTH AND CHILDREN
    PO BOX 16083
    SEATTLE,WA98116     		  OTHER CHARITY REPRESENTING CHILDREN IN DEPENDENCIES 1,000
    LITERACY VOLUNTEERS FOR CENTENARY COLLEGE
    2911 CENTENARY BLVD
    SHREVEPORT,LA71134     		  SCHOOL VOLUNTEER TUTORS PROVIDE FREE LITERACY TRAINING FOR ADULTS 15,525
    LOUISIANA ASSOCIATION FOR THE BLIND
    1750 CLAIBORNE AVE
    SHREVEPORT,LA71103     		  OTHER CHARITY CHILDREN'S PROGRAM 15,000
    MAKE-A-WISH FOUNDATION MID-SOUTH
    1780 MORIAH WOODS BLVD STE 10
    MEMPHIS,TN38117     		  FOUNDATION OPERATING EXPENSES 500
    MARTAIN LUTHER KING - COMMUNITY DEVELOPMENT CORP
    2937 MARTIN LUTHER KING JRDR
    SHREVEPORT,LA71107     		  OTHER CHARITY ASSIST WITH CONSTRUCTION OF AN OFFICE BLDG., EXPAND HOURS OF OFFICE/PROGRAM MANAGER, AND EXPAND EXISTING PROGRAMS 20,000
    MARTIN LUTHER KING HEALTH CENTER
    827 MARGARET PLACE SUITE 201
    SHREVEPORT,LA71101     		  OTHER CHARITY TO IMPROVE HEALTHCARE ACCESS TO HOMELESS, INSULAR AND MEDICALLY DISENFRANCHISED POPULATIONS AND REDUCE DISPARITIES THAT PLAGUE THE MOST VULNERABLE 25,000
    MEMPHIS UNIVERSITY SCHOOL
    6191 PARK AVE
    MEMPHIS,TN38119     		  SCHOOL OPERATING EXPENSES 33
    MID SOUTH FOOD BANK
    239 SOUTH DUDLEY
    MEMPHIS,TN38104     		  OTHER CHARITY OPERATING EXPENSES 300
    MIRACLES ON ICE - HOWARD FAMILY FOUNDATION
    9 WATERSIDE TERRACE
    CHERRY HILLS VILLAGE,CO80113     		  FOUNDATION OPERATING EXPENSES 500
    MONTVIEW COMMUNITY PRESCHOOL
    1980 DAHLIA STREET
    DENVER,CO80220     		  SCHOOL OPERATING EXPENSES 813
    NORTH CAROLINA JUSTICE CENTER
    PO BOX 28068
    RALEIGH,NC27611     		  OTHER CHARITY OPERATING EXPENSES 1,000
    NORTH LOUISIANA INTERFAITH PHARMACY
    909 OLIVE STREET
    SHREVEPORT,LA71104     		  OTHER CHARITY PROVIDE FREE MEDICINES, PERSONAL HEALTH COACHES AND FRESH VEGETABLES TO CLIENTS 20,000
    NORTHERN & CENTRAL LA INTERFAITH
    PO BOX 44374
    SHREVEPORT,LA71134     		  OTHER CHARITY WORKFORCE DEVELOPMENT 20,000
    OPERATION OUTREACH-USA INC
    360 WOODLAND STREET
    HOLLISTON,MA01746     		  OTHER CHARITY TO EXPAND LITERACY TO 1,350 STUDENTS IN UNDER PERFORMING SHREVEPORT SCHOOLS 12,000
    ORANGE COUNTY PARTNERSHIP
    120 PROVIDENCE ROAD 101
    CHAPEL HILL,NC27514     		  OTHER CHARITY NUTRITION TO THE REFUGEE & IMMIGRANT COMMUNITIES 100
    PARK HILL ELEMENTARY SCHOOL
    5050 EAST 19TH AVENUE
    DENVER,CO80220     		  SCHOOL OPERATING EXPENSES FOR THE PTA 337
    PENN VET WORKING DOG CENTER
    3401 GRAYS FERRY AVENUE
    PHILADELPHIA,PA19146     		  OTHER CHARITY OPERATING EXPENSES 250
    PEOPLE ACTING FOR CHANGE & EQUALITY
    906 KIRBY PLACE
    SHREVEPORT,LA71104     		  OTHER CHARITY SUPORT OF LGBT FILM FESTIVAL 15,000
    PEOPLE OF FAITH AGAINST THE DEATH PENALTY
    110 W MAIN ST STE2-G
    CARRBORO,NC27510     		  OTHER CHARITY PUBLIC AWARENESS 25
    PET PARTNERS
    875 124TH AVE NE 101
    BELLEVUE,WA98005     		  OTHER CHARITY CHILDREN'S THERAPY PROGRAM 500
    PET SAVERS INC
    632 DUDLEY DRIVE
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES 13,925
    PLANNED PARENTHOOD OF CENTRAL NC INC
    PO BOX 3258
    CHAPEL HILL,NC27515     		  OTHER CHARITY OPERATING EXPENSES 5,715
    PLAYAZ AND PLAYETTES INC
    835 BUTLER STREET
    SHREVEPORT,LA71103     		  OTHER CHARITY FOR THE SHREVEPORT LABOR DAY SOUTHERN SOUL BLUES FEST 5,000
    RAINER DISTRICT LITTLE LEAGUE
    PO BOX 28994
    SEATTLE,WA98118     		  OTHER CHARITY TEE BALL PROGRAM FOR LOW INCOME CHILDREN 1,000
    RENESTING PROJECT INC
    1303 DRIFTWOOD DRIVE
    BOSSIER CITY,LA71111     		  OTHER CHARITY PARTIAL PAYMENT ON ANNUAL WAREHOUSE LEASE 30,000
    ROBINSON'S RESCUE
    2515 LINE AVENUE
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES FOR NO COST OR LOW COST SPAY/NEUTER SERVICES 1,900
    SCI-PORT DISCOVERY CENTER
    820 CLYDE FANT PARKWAY
    SHREVEPORT,LA71101     		  OTHER CHARITY SPONSORING FOCUS WEEKS FOR THE PUBLIC AND SCHOOL GROUPS 20,000
    SEMESTER AT SEA
    PO BOX 400885
    CHARLOTTESVILLE,VA229044301     		  OTHER CHARITY OPERATING EXPENSES 5,500
    SHREVEPORT BOSSIER ANIMAL RESCUE
    333 TEXAS ST STE 703
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES 1,000
    SHREVEPORT BOSSIER ASTRONOMICAL SOCIETY INC
    353 OCKLEY DRIVE
    SHREVEPORT,LA71105     		  OTHER CHARITY TO RESTORE WORLEY OBSERVATORY WITH NEW ROOF, SIDEWALKS, FENCING AND PAINT 20,000
    SIGHT SAVERS AMERICA
    337 BUSINESS CIRCLE
    PELHAM,AL35124     		  OTHER CHARITY VISION AIDS AND SERVICES TO CHILDREN 17,500
    SOUTHERN UNIVERSITY AT SHREVEPORT FDN
    3050 MARTIN LUTHER KING JR DR
    SHREVEPORT,LA71107     		  FOUNDATION REDUCE NEGATIVE BEHAVIORS IN STUDENTS 30,000
    ST LUKE'S EPISCOPAL MOBILE MEDICAL MINISTRY
    PO BOX 53074
    SHREVEPORT,LA71135     		  OTHER CHARITY TO IMPROVE HEALTHCARE BY HOLDING MOBILE MEDICAL CLINICS IN LOW-INCOME NEIGHBORHOODS OF SHREVEPORT 14,400
    STRATEGIC ACTION COUNCIL OF NW LA (2ND PAYMENT OF 3 YEAR PLEDGE)
    631 MILAM ST SUITE 105
    SHREVEPORT,LA71101     		  OTHER CHARITY TO STRENGTHEN THE PERFORMANCE OF MSI 50,000
    TANNER SEEBAUM FOUNDATION
    7732 S GLENCOE COURT
    CENTENNIAL,CO80122     		  FOUNDATION OPERATING EXPENSES-RESEARCH FOR BRAIN TUMORS IN CHILDREN 500
    THE BETTY AND LEONARD PHILLIPS DEAF ACTION CENTER
    601 JORDAN STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY ASSIST IN THE REMODELING OF THE CENTERS STUDIO FACILITIES FOR THE AMP CHANNEL 15,000
    THE CHILDREN'S HOSPITAL COLORADO FOUNDATION
    13123 E 16TH AVE BOX 045
    AURORA,CO80045     		  OTHER CHARITY OPERATING EXPENSES 11,125
    THE FULLER CENTER FOR HOUSING OF NW LA
    PO BOX 3172
    SHREVEPORT,LA711333173     		  OTHER CHARITY ASSIST IN OPENING THE FULLER GROCERY AND DELI IN ALLENDALE 30,000
    THE HOUSTON FOOD BANK
    535 PORTWALL STREET
    HOUSTON,TX77029     		  OTHER CHARITY FEEDING HOUSTONS HUNGRY 1,000
    THE INTERNATIONAL DYSLEXIA ASSOC - ROCKY MOUNTAIN BRANCH
    PO BOX 745100
    ARVADA,CO800065100     		  OTHER CHARITY OPERATING EXPENSES 500
    THE LOVE AND LENS PROJECT
    128 CAMP BISTNO ROAD
    DOYLINE,LA71023     		  OTHER CHARITY PROVIDE HIGH QUALITY DIGITAL CAMERAS TO 6 FAMILIES WITH TERMINALLY ILL CHILDREN 3,000
    THE MORGAN ADAMS FOUNDATION
    5303 E EVANS AVE 202
    DENVER,CO80222     		  FOUNDATION OPERATING EXPENSES-PEDIATRIC CANCER RESEARCH 500
    THE NATL CENTER FOR FAIR AND OPEN TESTING
    PO BOX 300204
    JAMAICA PLAIN,MA02130     		  OTHER CHARITY OPERATING EXPENSES 25
    THE PHILADELPHIA CENTER
    2020 CENTENARY BLVD
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES-PREVENTION & OUTREACH REGARDING HIV/AIDS 34,200
    THE STRAND THEATRE
    PO BOX 1547
    SHREVEPORT,LA711651547     		  OTHER CHARITY RENOVATIONS 25,000
    THE TIPITINA'S FOUNDATION
    700 TEXAS STREET
    SHREVEPORT,LA71101     		  FOUNDATION SUPPORT EDUCATIONAL PROGRAMS FOR YOUNG MUSICIANS IN SHREVEPORT - BOSSIER COMMUNITIES 10,000
    THEATRE OF PERFORMING ARTS OF SHREVEPORT
    4005 LAKESHORE DRIVE
    SHREVEPORT,LA71109     		  OTHER CHARITY FUNDING FOR THE YAZZY SERIES 15,000
    THERE WITH CARE - DENVER
    2401 S COLORADO BLVD STE A
    DENVER,CO80222     		  OTHER CHARITY TO PROVIDE A WIDE RANGE OF SERVICES TO CHILDREN AND FAMILIES DURING THE CRITICAL PHASE OF A MEDICAL CRISIS 250
    TRAINING EDUCATION AND MEDICATION FOR STUDENTS
    1545 LINE AVE STE 228
    SHREVEPORT,LA71101     		  OTHER CHARITY TO PROVIDE EDUCATIONAL SUPPORT FOR STUDENTS WITH UNIQUE LEARNING NEEDS & CHILDREN WITH SPECIAL NEEDS 40,750
    UNITED WAY OF NW LA
    402 EDWARDS STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY EXPAND THE DOLLY PARTON IMAGINATION LIBRARY 5,000
    UNIVERSITY OF DENVER - STURM COLLEGE OF LAW
    2255 E EVANS AVENUE
    DENVER,CO80208     		  SCHOOL OPERATING EXPENSES 1,000
    UNIVERSITY OF MEMPHIS
    BOX 100 DEPT 238
    MEMPHIS,TN38148     		  SCHOOL OPERATING EXPENSES 7,100
    UNIVERSITY OF NORTH CAROLINA GREENSBORO
    PO BOX 26170
    GREENSBORO,NC274026170     		  SCHOOL OPERATING EXPENSES - SPARTAN FAMILY PROGRAMS 50
    UNIVERSITY OF PENNSYLVANIA LAW SCHOOL
    3451 WALNUT ST 433
    PHILADELPHIA,PA191046205     		  SCHOOL OPERATING EXPENSES 1,000
    VOLUNTEERS FOR YOUTH JUSTICE
    900 JORDON ST STE 102
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES - YOUTH DIVERSION PROGRAMS 25,000
    VOLUNTEERS OF AMERICA OF NORTH LA
    360 JORDAN STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY REIMBURSEMENT FUNDS FOR CAPITAL IMPROVEMENTS TO THE GAPS I & II HOUSING FACILITIES 33,510
    VOLUNTEERS OF AMERICA OF NORTH LA
    360 JORDAN STREET
    SHREVEPORT,LA71101     		  OTHER CHARITY OPERATING EXPENSES 750
    WOODLAND PRESBYTERIAN SCHOOL
    5217 PARK AVE
    MEMPHIS,TN38119     		  SCHOOL OPERATING EXPENSES 8,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD STE 300
    JACKSONVILLE,FL32256     		  OTHER CHARITY OPERATING EXPENSES - EMPOWERING INJURED VETERANS & THEIR FAMILIES 250
    WUNC 915 NC PUBLIC RADIO
    120 FRIDAY CENTER DR
    CHAPEL HILL,NC27517     		  OTHER CHARITY OPERATING EXPENSES 110
    YMCA OF METROPOLITAN DENVER
    2625 S COLORADO BLVD
    DENVER,CO80222     		  OTHER CHARITY OPERATING EXPENSES 677
    YOUTH ENRICHMENT PROGRAM
    4700 LINE AVE STE 207
    SHREVEPORT,LA71106     		  OTHER CHARITY AFTER SCHOOL TUTORING/MENTORING PROGRAM FOR AT-RISK YOUTH AT CRESWELL ELEMENTARY 3,500
    YWCA OF NW LA
    2121 FAIRFIELD AVE STE 140
    SHREVEPORT,LA71104     		  OTHER CHARITY OPERATING EXPENSES 25,000
    Total .................................bullet 3a 1,110,048
    bApproved for future payment
    STRATEGIC ACTION COUNCIL OF NW LA
    631 MILAM ST SUITE 105
    SHREVEPORT,LA71101     		  OTHER CHARITY TO STRENGTHEN THE PERFORMANCE OF MSI 50,000
    Total .................................bullet 3b 50,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 70,173  
    4 Dividends and interest from securities....     14 520,203  
    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 23,252  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,053,710  
    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 1,667,338 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,667,338
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 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 4,530 1,530   3,000

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

    TY 2014 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 3,632 SL 7.000000000000 0 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 1,296 907 SL 5.000000000000 259 0    
    CONFERENCE TABLE 2013-12-03 1,093 20 SL 7.000000000000 156 0    

    TY 2014 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
    SECURITIES HELD AT BERNSTEIN ADVISORS 16,016,651 17,864,259

    TY 2014 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 1,166 130 130
    CONFERENCE TABLE 1,093 176 917 917


    TY 2014 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 4,730,139 4,102,252 6,168,849


    TY 2014 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 1,299 0   1,299
    DUES & SUBSCRIPTIONS 3,375 0   3,375
    OFFICE EXPENSE & TELEPHONE 2,098 0   2,098
    ONLINE SUBSCRIPTION 8,500 0   8,500
    MEMBER COMPENSATION 13,469 0   13,469
    BEAIRD PROPERTIES K-1 (72-1379082) 109,919 109,919   0
    BEAIRD PROPERTIES K-1 (72-1379082) 5,049 0   0


    TY 2014 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 329 329 329
    BEAIRD PROPERTIES LLC 22,923 22,923 22,923


    TY 2014 OtherIncreasesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD FAMILY FOUNDATION
    EIN: 72-6027212
    Description Amount
       
       


    TY 2014 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 95,144 95,144   0


    TY 2014 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 14,607 0   0
    FOREIGN TAX 34 34   0
    STATE FILING FEE 10 0   0