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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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 ST 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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$24,654,481
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 63,819 63,819  
4 Dividends and interest from securities... 448,281 448,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,272,861
b Gross sales price for all assets on line 6a 8,226,746
7 Capital gain net income (from Part IV, line 2)... 2,272,861
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)....... -3,750 10,501  
12 Total. Add lines 1 through 11........ 2,781,211 2,795,462  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,000     70,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,500     3,500
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 3,115 900   2,215
c Other professional fees (attach schedule).... 112,516 112,516    
17 Interest............... 229      
18 Taxes (attach schedule) (see instructions)... 36,492 11,847   5,355
19 Depreciation (attach schedule) and depletion... 1,547    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 109,084     80,000
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 897,138 859,448   37,690
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,233,621 984,711   198,760
25 Contributions, gifts, grants paid....... 1,293,232 1,293,232
26 Total expenses and disbursements. Add lines 24 and 25 2,526,853 984,711   1,491,992
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 254,358
b Net investment income (if negative, enter -0-) 1,810,751
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 36,440 5,172 5,172
2 Savings and temporary cash investments......... 292,570 225,732 225,732
3 Accounts receivable bullet18,171
Less: allowance for doubtful accounts bullet   35,379 18,171 18,171
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.......... 2,000 37,696 37,696
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,614,133 Click to see attachment17,122,529 17,125,828
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 bullet11,512
Less: accumulated depreciation (attach schedule) bullet9,132 3,927 Click to see attachment2,380 2,380
15 Other assets (describe bullet) Click to see attachment5,699,188 Click to see attachment5,437,847 Click to see attachment7,239,502
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,683,637 22,849,527 24,654,481
Liabilities 17 Accounts payable and accrued expenses.......... 53,111 2,379
18 Grants payable.................    
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) Click to see attachment37,736  
23 Total liabilities (add lines 17 through 22)......... 90,847 2,379
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 22,592,790 22,847,148
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 22,592,790 22,847,148
31 Total liabilities and net assets/fund balances (see instructions). 22,683,637 22,849,527
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
22,592,790
2
Enter amount from Part I, line 27a .....................
2
254,358
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
22,847,148
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
22,847,148
Form 990-PF (2018)
Form 990-PF (2018)
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 BERNSTEIN S/T COVERED P 2018-06-15 2018-12-31
b BERNSTEIN L/T COVERED P 2015-06-15 2018-12-31
c BEAIRD PROPERTIES P 2015-06-15 2018-12-31
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 820,636   763,134 57,502
b 6,268,753   5,190,751 1,078,002
c 1,022,299     1,022,299
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       57,502
b       1,078,002
c       1,022,299
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 2,272,861
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 57,502
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))
2017 1,309,413 25,746,084 0.050859
2016 1,277,608 24,250,277 0.052684
2015 1,256,486 24,167,254 0.051991
2014 1,195,311 23,796,340 0.050231
2013 1,104,342 22,235,118 0.049667
2
Total of line 1, column (d) .....................
2
0.255432
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051086
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
26,668,909
5
Multiply line 4 by line 3......................
5
1,362,408
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
18,108
7
Add lines 5 and 6........................
7
1,380,516
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,491,992
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 18,108
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  
3 Add lines 1 and 2........................... 3 18,108
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,108
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 53,804
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 53,804
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 35,696
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet35,696 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ST 1440SHREVEPORTLA ZIP+4bullet71101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    25.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    NICOLE SEAWELL VICE PRESIDE
    5.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    VIKKI WOLF SECRETARY
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    SUSIE SEAWELL DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    MARJORIE SEAWELL DIRECTOR
    1.00
    0 0 0
    330 MARHSALL ST SUITE 1440
    SHREVEPORT,LA71101
    SUSAN BEAIRD DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    DUNCAN SEAWELL DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    JOHN BEAIRD DIRECTOR
    2.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    DAVID SEAWELL DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    CHAD NAQUIN DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    TOYA GRAHAM EXECUTIVE DI
    40.00
    70,000 0 0
    330 MARSHALL ST SUITE 330
    SHREVEPORT,LA71101
    AUSTIN DARR DIRECTOR
    1.00
    0 0 0
    330 MARSHALL ST SUITE 1440
    SHREVEPORT,LA71101
    MATT WOLF DIRECTOR
    1.00
    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
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet  
    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  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    19,396,034
    b
    Average of monthly cash balances.......................
    1b
    439,499
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,239,502
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,075,035
    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
    27,075,035
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    406,126
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,668,909
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,333,445
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,333,445
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    18,108
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,108
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,315,337
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,315,337
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,315,337
    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
    1,491,992
    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
    1,491,992
    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
    18,108
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,473,884
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,315,337
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 593,185
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,491,992
    a Applied to 2017, but not more than line 2a 593,185
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2018 distributable amount..... 898,807
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    416,530
    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) .......
     
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    NONE
    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.
    NONE
    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:
    TOYA GRAHAM EXECUTIVE DIRECTOR
    330 MARSHALL ST 1440
    SHREVEPORT,LA71101
    (318) 221-8276
    TOYA@BEAIRDFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION FORM IS AVAILABLE AT WWW.BEAIRDFOUNDATION.ORG. APPLICANTS MUST USE THIS FORM AND SUBMIT ONLINE AT THIS WEBSITE. IN ADDITION, PRIOR TO THE SUBMISSION OF AN APPLICATION, APPLICANT MUST COPLETE A LETTER OF INTENT.
    cAny submission deadlines:
    SEMI-ANNUAL DEADLINES: JANUARY 5TH AND JULY 21ST
    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 AND BOSSIER CITY AREAS OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS ARE AWARDED TO INDIVIDUALS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    1666 EAST BERT KOUNS
    SUITE 200
    SHREVEPORT,LA71105
        GENERAL OPERATING 750
    ACLU FOUNDATION OF LOUISIANA
    PO BOX 56157
    NEW ORLEANS,LA70156
        GENERAL OPERATING 1,500
    ADAM'S CAMP
    6767 SOUTH SPRUCE ST
    SUITE 102
    CENTENNIAL,CO80112
        GENERAL OPERATING 1,000
    ADVOCATES FOR CHILDREN
    10855 E BETHANY DR
    SUITE 200
    AURORA,CO80014
        GENERAL OPERATING 50
    ALAMANCE ELDERCARE
    PO BOX 202
    BURLINGTON,NC272160202
        GENERAL OPERATING 100
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE
    FLOOR 17
    CHICAGO,IL60601
        GENERAL OPERATING 240
    AMERICAN FOUNDATION FOR THE BLIND
    2 PENN PLAZA
    SUITE 1102
    NEW YORK,NY10121
        GENERAL OPERATING 250
    AMERICAN UNIVERSITY
    OFFICE OF DEVELOPMENT & ALUMNI AFFAIRS
    4400 MASSACHUSETTS AVE
    NW
    WASHINGTON,DC200168143
        GENERAL OPERATING 1,000
    AMERICAN UNIVERSITY
    OFFICE OF DEVELOPMENT & ALUMNI AFFAIRS
    4400 MASSACHUSETTS AVE
    NW
    WASHINGTON,DC200168143
        GENERAL OPERATING 250
    AMERICAN UNIVERSITY
    OFFICE OF DEVELOPMENT & ALUMNI AFFAIRS
    4400 MASSACHUSETTS AVE
    NW
    WASHINGTON,DC200168143
        GENERAL OPERATING 50
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003
        GENERAL OPERATING 750
    BILL ROBERTS PTA
    2100 AKRON WAY
    DENVER,CO80238
        PROGRAM SERVICES 1,331
    BOOK HARVEST
    5802 BRISBANE DRIVE
    CHAPEL HILL,NC27514
        GENERAL OPERATING 60
    BOY SCOUTS OF AMERICA NORWELA
    COUNCIL
    3508 BEVERLY PLACE
    SHREVEPORT,LA71104
        GENERAL OPERATING 500
    CARNIVAL EDUCATION FUND
    4735 SPOTTSWOOD AVE
    SUITE 103
    MEMPHIS,TN38117
        GENERAL OPERATING 3,500
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705
        GENERAL OPERATING 1,000
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705
        GENERAL OPERATING 500
    CAROLINA FRIENDS SCHOOL
    4809 FRIENDS SCHOOL ROAD
    DURHAM,NC27705
        GENERAL OPERATING 50
    CATHOLIC DIOCESE OF LAFAYETTE
    ST CECILIA
    302 W MAIN STREET
    BROUSSARD,LA70518
        GENERAL OPERATING 3,000
    CATHOLIC DIOCESE OF LAFAYETTE
    ST CECILIA
    302 W MAIN STREET
    BROUSSARD,LA70518
        GENERAL OPERATING 1,000
    CATHOLIC SERVICES OF ACADIANA INC
    PO BOX 3177
    LAFAYETTE,LA70502
        PROGRAM SERVICES 2,000
    CATHOLIC SERVICES OF ACADIANA INC
    PO BOX 3177
    LAFAYETTE,LA70502
        GENERAL OPERATING 500
    CENTENARY COLLEGE OF LOUISIANA
    PO BOX 41188
    SHREVEPORT,LA711341188
        PROGRAM SERVICES 6,000
    CENTER FOR PET SAFETY
    11921 FREEDOM DRIVE
    SUITE 550
    RESTON,VA20190
        GENERAL OPERATING 500
    CHERRY CREEK SCHOOL DISTRICT
    FOUNDATION
    4700 S YOSEMITE STREET
    SUITE 130
    GREENWOOD VILLAGE,CO80111
        GENERAL OPERATING 5,125
    CHILDREN & ARTHRITIS INC
    2751 ALBERT BICKNELL DR
    SUITE 2E
    SHREVEPORT,LA71103
        PROGRAM SERVICES 10,000
    CHILDREN & ARTHRITIS INC
    2751 ALBERT BICKNELL DR
    SUITE 2E
    SHREVEPORT,LA71103
        PROGRAM SERVICES 500
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047
        GENERAL OPERATING 27,000
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047
        GENERAL OPERATING 2,500
    CHIMP HAVEN
    13600 CHIMPANZEE PLACE
    KEITHVILLE,LA71047
        GENERAL OPERATING 50
    CHRISTIAN SERVICE PROGRAM
    2346 LEVY STREET
    SHREVEPORT,LA71101
        GENERAL OPERATING 31,000
    CHURCH HEALTH CENTER
    1350 CONCOURSE AVE
    SUITE 142
    MEMPHIS,TN38104
        GENERAL OPERATING 5,000
    CHURCH HEALTH CENTER
    1350 CONCOURSE AVE
    SUITE 142
    MEMPHIS,TN38104
        GENERAL OPERATING 1,000
    COALITION FOR THE UPPER SOUTH
    PLATTE (CUSP)
    PO BOX 726
    LAKE GEORGE,CO80827
        GENERAL OPERATING 2,000
    COALITION FOR THE UPPER SOUTH
    PLATTE (CUSP)
    PO BOX 726
    LAKE GEORGE,CO80827
        GENERAL OPERATING 1,650
    COALITION FOR THE UPPER SOUTH
    PLATTE (CUSP)
    PO BOX 726
    LAKE GEORGE,CO80827
        GENERAL OPERATING 100
    COHABITAT FOUNDATION INC
    500 CLYDE FANT PARKWAY
    SUITE 200
    SHREVEPORT,LA71101
        GENERAL OPERATING 15,000
    COLORADO CRIMINAL DEFENSE INSTITUTE
    955 BANNOCK STREET
    SUITE 200
    DENVER,CO80202
        GENERAL OPERATING 500
    COLORADO FRIENDS OF COLORADO WSRP
    C/O ROSE COMMUNITY FOUNDATION
    600 S CHERRY STREET
    SUITE 1200
    DENVER,CO802461712
        GENERAL OPERATING 625
    COMMON GROUND COMMUNITY INC
    4830 LINE AVE 117
    SHREVEPORT,LA71106
        GENERAL OPERATING 20,000
    COMMUNITY HOME TRUST
    PO BOX 2315
    CHAPEL HILL,NC27517
        GENERAL OPERATING 750
    COMPASSION FOR LIVES
    7505 PINES ROAD
    SUITE 1265
    SHREVEPORT,LA71129
        GENERAL OPERATING 18,500
    CORNELL UNIVERSITY
    OFFICE OF ALUMNI AFFAIRS
    130 EAST SENECA STREET
    ITHACA,NY14850
        GENERAL OPERATING 2,500
    DEMOCRACY NORTH CAROLINA
    1821 GREEN STREET
    DURHAM,NC277054114
        GENERAL OPERATING 1,100
    DRESS FOR SUCCESS SHREVEPORT-BOSSIE
    1520 N HEARNE AVE
    SUITE 108
    SHREVEPORT,LA71107
        GENERAL OPERATING 25,000
    EVERGREEN PRESBYTERIAN MINISTRIES
    2101 HIGHWAY 80
    HAUGHTON,LA71037
        PROGRAM SERVICES 12,500
    FILM PRIZE FOUNDATION INC
    401 MARKET STREET
    SUITE 860
    SHREVEPORT,LA71101
        GENERAL OPERATING 15,000
    FIRST PRESBYTERIAN DAY SCHOOL
    305 EAST MAIN STREET
    DURHAM,NC27701
        GENERAL OPERATING 500
    FOOD BANK OF NORTHWEST LOUISIANA
    2307 TEXAS AVENUE
    SHREVEPORT,LA71103
        CAPITAL EXPENSES 100,000
    FOUNDATION OF FIGHTING BLINDNESS
    7168 COLUMBIA GATEWAY DR
    SUITE 100
    COLUMBIA,MD21046
        GENERAL OPERATING 750
    FRIENDS OF HAWTHORNE PTA
    4100 39TH AVE S
    SEATTLE,WA98118
        GENERAL OPERATING 3,000
    GEAUX 4 KIDS INC
    PO BOX 597
    SHREVEPORT,LA711620597
        GENERAL OPERATING 30,000
    GERMANTOWN CHARITY HORSE SHOW
    PO BOX 38102
    GERMANTOWN,TN38183
        GENERAL OPERATING 260
    GINGERBREAD HOUSE
    1700 BUCKNER SQUARE
    SUITE 101
    SHREVEPORT,LA71101
        GENERAL OPERATING 3,250
    GOLDEN RETRIEVER RESCUE OF THE ROCK
    15350 W 72ND AVE
    ARVADA,CO80007
        GENERAL OPERATING 50
    GRAND TETON ASSOCIATION
    PO BOX 170
    MOOSE,WY83012
        PROGRAM SERVICES 50
    GREATER PARK HILL COMMUNITY
    2823 FAIRFAX ST
    DENVER,CO80207
        GENERAL OPERATING 150
    GULF SOUTH GOLDEN RETRIEVER RESCUE
    2664 CHOCTAW TRAIL
    MARIANNA,FL32446
        GENERAL OPERATING 500
    HAMPSTEAD STAGE COMPANY
    1053 N BARNSTEAD RD
    CENTER BARNSTEAD,NH03225
        PROGRAM SERVICES 3,430
    HEART OF HOPE A SANCTUARY FOR WOMEN
    10420 HEART OF HOPE WAY
    KEITHVILLE,LA71047
        CAPITAL EXPENSES 18,750
    HIGHER HEIGHTS LEADERSHIP FUND
    147 PRINCE ST
    SUITE 36
    BROOKLYN,NY11201
        GENERAL OPERATING 25
    HOPE CONNECTIONS INC
    2350 LEVY STREET
    SHREVEPORT,LA71103
        GENERAL OPERATING 2,000
    JUNETEENTH MUSIC FESTIVAL
    PO BOX 460454
    GLENDALE,CO80246
        GENERAL OPERATING 1,000
    LEGAL CONSEL FOR YOUTH AND CHILDREN
    PO BOX 28629
    SEATTLE,WA98118
        GENERAL OPERATING 2,000
    LEWISVILLE HIGH SCHOOL THEATRE BOOS
    PO BOX 292912
    LEWISVILLE,TX75029
        GENERAL OPERATING 500
    LITERACY VOLUNTEERS AT CENTENARY
    2911 CENTENARY BLVD
    PO BOX 41188
    SHREVEPORT,LA71134
        GENERAL OPERATING 15,525
    LOUISANA A SCHOOLS
    SHAW CENTER FOR THE ARTS
    100 LAFAYETTE ST
    SUITE B222
    BATON ROUGE,LA70801
        GENERAL OPERATING 21,525
    LOUISIANA ASSOCIATION OF NONPROFIT
    PO BOX 1924
    BATON ROUGE,LA70821
        PROGRAM SERVICES 10,000
    MACULAR DEGENERATION RESEARCH
    22512 GATEWAY CENTER DR
    CLARKSBURG,MD20871
        GENERAL OPERATING 150
    MAIA
    1031 33RD ST
    SUITE 176
    DENVER,CO80205
        GENERAL OPERATING 2,300
    MAKE-A-WISH CENTRAL AND WESTERN NC
    1131 HARDING PLACE
    CHARLOTTE,NC28204
        GENERAL OPERATING 750
    MAKE-A-WISH MID-SOUTH
    1780 MORIAH WOODS BLVD
    SUITE 10
    MEMPHIS,TN38117
        GENERAL OPERATING 500
    MARTIN LUTHER KING HEALTH CENTER
    865 OLIVE STREET
    SHREVEPORT,LA71104
        GENERAL OPERATING 30,750
    MICHAEL J FOX FOUNDATION
    PO BOX 5014
    HAGERSTOWN,MD217415014
        GENERAL OPERATING 500
    MID-SOUTH FOOD BANK
    239 SOUTH DUDLEY
    MEMPHIS,TN38104
        GENERAL OPERATING 500
    MISSIO DEI CHURCH
    621 S WHITE STATION RD
    MEMPHIS,TN38117
        GENERAL OPERATING 1,000
    MORRIS ANIMAL FOUNDATION
    720 S COLORADO BLVD
    SUITE 174A
    DENVER,CO80246
        PROGRAM SERVICES 700
    NEW HORIZONS
    1111 HAWN AVE
    SUITE A
    SHREVEPORT,LA71107
        CAPITAL EXPENSES 4,851
    NORTH CAROLINA JUSTICE CENTER
    PO BOX 28068
    RALEIGH,NC27611
        PROGRAM SERVICES 1,000
    NORTH LOUISIANA ECONOMIC PARTNERSHI
    333 TEXAS ST
    SUITE 411
    SHREVEPORT,LA71101
        PROGRAM SERVICES 10,000
    NORTHERN AND CENTRAL LOUISIANA INTE
    3301 ST MATTHIAS DR
    SHREVEPORT,LA71119
        GENERAL OPERATING 12,500
    NW LA EDUCATION AND LEADERSHIP FOUN
    PO BOX 5956
    BOSSIER CITY,LA711715956
        GENERAL OPERATING 44,400
    NWLA MAKERSPACE
    1545 LINE AVENUE
    SUITE 330B
    SHREVEPORT,LA71109
        GENERAL OPERATING 15,000
    OPERATION OUTREACH-USA INC
    360 WOODLAND ST
    HOLLISTON,MA01746
        GENERAL OPERATING 20,000
    PARK HILL ELEMENTARY PTA
    ATTN PTSA
    5050 EAST 19TH AVENUE
    DENVER,CO80220
        GENERAL OPERATING 2,250
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD210759942
        GENERAL OPERATING 5,000
    PEOPLE ACTING FOR CHANGE AND EQUALI
    906 KIRBY PL
    SHREVEPORT,LA71104
        PROGRAM SERVICES 15,000
    PET SAVERS
    632 DUDLEY DR
    SHREVEPORT,LA71104
        GENERAL OPERATING 1,500
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 SOUTH BOYLAN AVENUE
    RALEIGH,NC27603
        GENERAL OPERATING 3,070
    PLANT A SEED IN OUR YOUTH FOUNDATIO
    1518 COX STREET
    BOSSIER CITY,LA71111
        GENERAL OPERATING 40,000
    PLAYAZ AND PLAYETTES INC
    835 BUTLER STREET
    SHREVEPORT,LA71103
        GENERAL OPERATING 10,000
    PRESBYTERIAN CHURCH USA
    100 WITHERSPOON STREET
    LOUISVILLE,KY402021396
        PROGRAM SERVICES 100
    PREVENT CHILD ABUSE LOUISIANA
    412 NORTH 4TH ST
    SUITE 230
    BATON ROUGE,LA70802
        PROGRAM SERVICES 5,000
    RAINIER DISTRICT LITTLE LEAGUE
    PO BOX 28994
    SEATTLE,WA98118
        GENERAL OPERATING 3,000
    RED RIVER FILM SOCIETY
    THE ROBINSON FILM CENTER
    617 TEXAS STREET
    SHREVEPORT,LA71101
        GENERAL OPERATING 10,000
    RENESTING PROJECT INC
    1331 DRIFTWOOD DRIVE
    BOSSIER CITY,LA71111
        GENERAL OPERATING 28,000
    RED RIVER REVEL INC
    101 CROCKETT STREET
    SUITE C
    SHREVEPORT,LA71101
        GENERAL OPERATING 25,000
    RENZI EDUCATION AND ART CENTER
    435 EGAN STREET
    SHREVEPORT,LA71101
        GENERAL OPERATING 15,000
    RHODES COLLEGE
    2000 NORTH PARKWAY
    MEMPHIS,TN38112
        GENERAL OPERATING 1,000
    ROBINSON'S RESCUE LOW COST SPAY
    2515 LINE AVENUE
    SHREVEPORT,LA71104
        GENERAL OPERATING 17,500
    SALVATION ARMY
    696 JACKSON AVE
    MEMPHIS,TN38105
        GENERAL OPERATING 250
    SEMESTER AT SEAINSTITUTE FOR SHIPB
    COLORADO STATE UNIVERSITY
    CAMPUS DELIVERY 1587
    FT COLLINS,CO805231587
        GENERAL OPERATING 500
    SEMESTER AT SEAINSTITUTEFOR SHIPBO
    COLORADO STATE UNIVERSITY
    CAMPUS DELIVERY 1587
    FT COLLINS,CO805231587
        PROGRAM SERVICES 250
    SHREVEPORT BAR FOUNDATION
    625 TEXAS STREET
    SHREVEPORT,LA71101
        GENERAL OPERATING 37,500
    SHREVEPORT COMMON
    801 CROCKETT ST
    SHREVEPORT,LA71101
        CAPITAL EXPENSES 100,000
    SHREVEPORT GREEN
    3625 SOUTHERN AVENUE
    SHREVEPORT,LA71104
        GENERAL OPERATING 6,000
    SHREVEPORT OPERA
    6969 FERN LOOP
    SUITE 206
    SHREVEPORT,LA71105
        PROGRAM SERVICES 5,000
    SHREVEPORT REGIONAL ARTS COUNCIL
    801 CROCKETT ST
    SHREVEPORT,LA71101
        CAPITAL EXPENSES 12,500
    SHREVEPORT SYMPHONY ORCHESTRA
    616 JORDAN ST
    SHREVEPORT,LA71101
        PROGRAM SERVICES 3,750
    SPEAKING PLACE
    PO BOX 905
    ROCKLAND,ME04841
        GENERAL OPERATING 2,000
    ST GEORGE EPISCOPAL CHURCH
    2425 S GERMANTOWN RD
    GERMANTOWN,TN38138
        GENERAL OPERATING 6,000
    ST LUKE'S EPISCOPAL MOBILE MEDICAL
    PO BOX 53074
    SHREVEPORT,LA71135
        GENERAL OPERATING 18,250
    STEDMAN PTA
    2940 DEXTER ST
    DENVER,CO80207
        PROGRAM SERVICES 5,000
    STEP FORWARD
    401 EDWARDS STREET
    SUITE 125
    SHREVEPORT,LA71101
        GENERAL OPERATING 35,000
    STEVE'S CLUB DENVER
    950 S CHERRY ST
    SUITE 1140
    DENVER,CO80246
        GENERAL OPERATING 15,175
    STEVES CLUB NATIONAL PROGRAM
    PO BOX 18082
    DENVER,CO80218
        PROGRAM SERVICES 6,000
    SURFARI PALS INC
    8455 FERN AVE
    APT 1409
    SHREVEPORT,LA71105
        GENERAL OPERATING 6,700
    THE CHILDREN'S HOSPITAL COLORADO
    13123 E 16TH AVENUE
    BOX 045
    AURORA,CO80045
        GENERAL OPERATING 2,350
    THE CHILDREN'S MUSEUM OF ACADIANA
    201 E CONGRESS ST
    LAFAYETTE,LA70501
        GENERAL OPERATING 100
    THE CIVIC CANOPY
    3532 FRANKLIN ST
    SUITE H
    DENVER,CO80305
        PROGRAM SERVICES 3,500
    THE COMMUNITY FOUNDATION OF NORTH
    401 EDWARDS ST
    SUITE 105
    SHREVEPORT,LA71101
        DONOR ADVISED FUND 50,000
    THE FIRST TEE OF DENVER
    4601 WEST 46TH AVE
    DENVER,CO80212
        GENERAL OPERATING 100
    THE MCCALLIE SCHOOL
    500 DODDS AVENUE
    CHATTANOOGA,TN37404
        GENERAL OPERATING 1,000
    THE NORTH LOUISIANA CIVIL RIGHTS CO
    424 TEXAS ST
    SHREVEPORT,LA71101
        GENERAL OPERATING 35,000
    THE PERIWINKLE FOUNDATION
    3400 BISSONNET ST
    SUITE 185
    HOUSTON,TX77005
        GENERAL OPERATING 4,000
    THE STRAND THEATRE
    PO BOX 1547
    SHREVEPORT,LA711651547
        CAPITAL EXPENSES 5,000
    THE WATER PROJECT
    PO BOX 3353
    CONCORD,NH033023353
        GENERAL OPERATING 50
    THEATRE OF THE PERFORMING ARTS
    4005 LAKESHORE DRIVE
    SHREVEPORT,LA71109
        PROGRAM SERVICES 15,000
    THERE WITH CARE-DENVER
    2401 SOUTH COLORADO BLVD
    SUITE A
    DENVER,CO80222
        GENERAL OPERATING 1,350
    TROOP 712 BOYS SCOUTS
    BETHANY LUTHERAN CHURCH
    4500 E HAMPDEN AVE
    CHERRY HILLS VILLAGE,CO80113
        GENERAL OPERATING 3,700
    TROSA
    1820 JAMES STREET
    DURHAM,NC27707
        GENERAL OPERATING 25
    UNC TV NC CENTER FOR PUBLIC TV
    10 TW ALEXANDER DR
    PO BOX 14900
    RESEARCH TRIANGLE PARK,NC277094900
        GENERAL OPERATING 35
    UNC-GREENSBORO
    PO BOX 26170
    GREENSBORO,NC274026170
        GENERAL OPERATING 250
    UNITED WAY OF NW LOUISIANA
    820 JORDON
    SUITE 370
    SHREVEPORT,LA71101
        PROGRAM SERVICES FOR THE TEAL ROSE 4,040
    UNIVERSITY OF DENVER-STURM COLLEGE
    2255 E EVANS AVENUE
    DENVER,CO80208
        GENERAL OPERATING 1,000
    UNIVERSITY OF PENNSYLVANIA LAW SCH
    3451 WALNUT ST
    ROOM 433
    PHILADELPHIA,PA191046205
        GENERAL OPERATING 1,000
    USO
    2111 WILSON BOULEVARD
    SUITE 1200
    SHREVEPORT,LA71101
        PROGRAM SERVICES 200
    VOLUNTEERS FOR YOUTH JUSTICE
    900 JORDON STREET
    SUITE 102
    SHREVEPORT,LA71101
        PROGRAM SERVICES 50,500
    VOLUNTEERS FOR YOUTH JUSTICE
    900 JORDON STREET
    SUITE 102
    SHREVEPORT,LA71101
        GENERAL OPERATING 500
    VOLUNTEERS OF AMERICA OF NORTH LA
    360 JORDON ST
    SHREVEPORT,LA71101
        CAPITAL EXPENSES 30,000
    VOLUNTEERS OF AMERICA OF NORTH LA
    360 JORDON ST
    SHREVEPORT,LA71101
        PROGRAM SERVICES 500
    WUNC 915 NC PUBLIC RADIO
    120 FRIDAY CENTER DR
    CHAPEL HILL,NC27517
        GENERAL OPERATING 120
    YMCA OF METROPOLITAN DENVER
    2625 S COLORADO BLVD
    DENVER,CO80222
        GENERAL OPERATING 1,000
    YOUTH ENRICHMENT PROGRAM
    4700 LINE AVENUE
    SUITE 207
    SHREVEPORT,LA71106
        PROGRAM SERVICES 11,170
    YWCA OF NORTHWEST LA
    850-B OLIVE STREET
    SHREVEPORT,LA71104
        PROGRAM SERVICES 40,000
    YWCA OF NORTHWEST LA
    850-B OLIVE STREET
    SHREVEPORT,LA71104
        GENERAL OPERATING 9,000
    Total .................................bullet 3a 1,293,232
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 63,819  
    4 Dividends and interest from securities....     14 448,281  
    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 10,501  
    8 Gain or (loss) from sales of assets other than
    inventory ............
            2,272,861
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFROM K-1
    531110 -14,251 3    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -14,251 522,601 2,272,861
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,781,211
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD
     
    FAMILY FOUNDATION
    EIN:
    72-6027212
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TMCE LLP 3,115 900   2,215

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

    TY 2018 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
    COMPUTER 2006-03-15 727 727 S/L 5.0000        
    OFFICE SOFTWARE 2006-03-15 480 480   3.0000        
    DESKTOP COMPUTER 2010-08-24 1,296 1,296 200DB 5.0000        
    CONFERENCE TABLE 2013-12-03 1,093 644 S/L 7.0000 156      
    LAPTOP 2017-06-20 888 148 S/L 3.0000 296      
    I-CLICKERS 2017-06-20 2,738 548 200DB 5.0000 876      
    PROJECTOR 2017-07-19 658 110 S/L 3.0000 219      
    FURNITURE & FIXTURES 2006-02-15 3,632 3,632 S/L 7.0000        

    TY 2018 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
    BROKER INVESTMENTS 17,122,529 17,125,828

    TY 2018 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
    FURNITURE & FIXTURES 11,512 9,132 2,380 2,380


    TY 2018 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
    BEAIRD PROPERTIES LLC 5,699,188 5,437,847 7,239,502


    TY 2018 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
    EXPENSES        
    CONSULTING SERVICES 2,500     2,500
    EMPLOYEE HEALTH INSURANCE 10,373     10,373
    MEMBER COMPENSATION 3,823     3,823
    OFFICE EXPENSE 13,618     13,618
    PROFESSIONAL DEVELOPMENT 25     25
    INSURANCE 1,301     1,301
    DUES 6,050     6,050
    BEAIRD PROPRTIES LLC - PASS T 859,448 859,448    


    TY 2018 OtherIncomeSchedule2
    Name:
    CAROLYN W & CHARLES T BEAIRD
     
    FAMILY FOUNDATION
    EIN:
    72-6027212
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BEAIRD PROPERTIES 10,501 10,501  
    FROM K-1 -14,251    


    TY 2018 OtherLiabilitiesSchedule
    Name:
    CAROLYN W & CHARLES T BEAIRD
     
    FAMILY FOUNDATION
    EIN:
    72-6027212
    Description Beginning of Year - Book Value End of Year - Book Value
      37,736  


    TY 2018 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 ADVISORS 112,516 112,516    


    TY 2018 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 18,108      
    FOREIGN TAXES PAID 11,847 11,847    
    PAYROLL TAXES 5,355     5,355
    PENALTY 1,182