-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
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
,
LA
711013015
A Employer identification number
72-6027212
B
Telephone number (see instructions)
(318) 221-2823
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
28,992,275
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
64,132
64,132
4
Dividends and interest from securities
...
452,915
452,915
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,305,531
b
Gross sales price for all assets on line 6a
4,406,487
7
Capital gain net income (from Part IV, line 2)
...
1,305,531
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)
.......
17,165
8,459
12
Total.
Add lines 1 through 11
........
1,839,743
1,831,037
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)
.......
1,850
555
1,295
c
Other professional fees (attach schedule)
....
106,292
106,292
17
Interest
...............
644
18
Taxes (attach schedule) (see instructions)
...
31,887
11,617
5,355
19
Depreciation (attach schedule) and depletion
...
2,482
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
66,743
66,743
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
327,181
292,506
34,675
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
610,579
410,970
181,568
25
Contributions, gifts, grants paid
.......
1,288,872
1,288,872
26
Total expenses and disbursements.
Add lines 24 and 25
1,899,451
410,970
1,470,440
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-59,708
b
Net investment income
(if negative, enter -0-)
1,420,067
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
5,172
21,796
21,796
2
Savings and temporary cash investments
.........
225,732
229,098
229,098
3
Accounts receivable
7,892
Less: allowance for doubtful accounts
18,171
7,892
7,892
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
37,696
23,495
23,495
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
17,122,529
17,114,986
20,127,882
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
12,798
Less: accumulated depreciation (attach schedule)
11,615
2,380
1,183
1,183
15
Other assets (describe
)
5,437,847
5,391,360
8,580,929
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
22,849,527
22,789,810
28,992,275
17
Accounts payable and accrued expenses
..........
2,379
2,370
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
)
23
Total liabilities
(add lines 17 through 22)
.........
2,379
2,370
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
22,847,148
22,787,440
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
22,847,148
22,787,440
30
Total liabilities and net assets/fund balances
(see instructions)
.
22,849,527
22,789,810
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
22,847,148
2
Enter amount from Part I, line 27a
.....................
2
-59,708
3
Other increases not included in line 2 (itemize)
3
4
Add lines 1, 2, and 3
..........................
4
22,787,440
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
22,787,440
Form
990-PF
(2019)
Form 990-PF (2019)
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 - SALE OF ST COV. SEC.
P
2019-11-20
b
BERNSTEING - SALE OF LT COV SEC
P
2019-12-27
c
CASH IN LIEU
P
2019-04-18
d
BEAIRD PROPERTIES
P
2019-12-31
e
BEAIRD PROPERTIES
P
2019-12-31
(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
416,040
391,399
24,641
b
3,284,384
2,709,557
574,827
c
89
89
d
408,092
408,092
e
297,499
297,499
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
24,641
b
574,827
c
89
d
408,092
e
297,499
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
1,305,531
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
...................
3
24,730
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?
Yes
No
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))
2018
1,473,884
26,668,909
0.055266
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
2
Total
of line 1, column (d)
.....................
2
0.261031
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
0.052206
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
27,821,876
5
Multiply line 4 by line 3
......................
5
1,452,469
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
14,201
7
Add lines 5 and 6
........................
7
1,466,670
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,470,440
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
14,201
here
and 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
14,201
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
14,201
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
35,696
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
35,696
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
21,495
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
21,495
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
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)
LA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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
Yes
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.BEAIRDFOUNDATION.ORG
14
The books are in care of
THE ORGANIZATION
Telephone no.
(318) 221-2823
Located at
330 MARSHALL ST 1440
SHREVEPORT
LA
ZIP+4
71101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
1c
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
,
LA
71101
NICOLE SEAWELL
VICE PRESIDE
5.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
VIKKI WOLF
SECRETARY
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
MARJORIE SEAWELL
DIRECTOR
1.00
0
0
0
330 MARHSALL ST SUITE 1440
SHREVEPORT
,
LA
71101
SUSAN BEAIRD
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
DUNCAN SEAWELL
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
JOHN BEAIRD
DIRECTOR
2.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
TOYA GRAHAM
EXECUTIVE DI
40.00
70,000
0
0
330 MARSHALL ST SUITE 330
SHREVEPORT
,
LA
71101
AUSTIN DARR
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
MATT WOLF
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
MALCOLM SEAWELL
TREASURER
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
JACKSON DARR
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
TYLER WOLF
DIRECTOR
1.00
0
0
0
330 MARSHALL ST SUITE 1440
SHREVEPORT
,
LA
71101
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
...................
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
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
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
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
19,182,852
b
Average of monthly cash balances
.......................
1b
481,778
c
Fair market value of all other assets (see instructions)
................
1c
8,580,929
d
Total
(add lines 1a, b, and c)
.........................
1d
28,245,559
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
28,245,559
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
423,683
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
27,821,876
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,391,094
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,391,094
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
14,201
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
14,201
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,376,893
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
1,376,893
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
1,376,893
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
1,470,440
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
1,470,440
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
14,201
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,456,239
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,376,893
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
416,530
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,470,440
a
Applied to 2018, but not more than line 2a
416,530
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 2019 distributable amount
.....
1,053,910
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
322,983
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 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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
b
List 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
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
LA
71101
(318) 221-8276
TOYA@BEAIRDFOUNDATION.ORG
b
The 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.
c
Any submission deadlines:
SEMI-ANNUAL DEADLINES: JANUARY 5TH AND JULY 21ST
d
Any 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
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACADEMY OF CHILDREN'S THEATRE
1666 EAST BERT KOUNS
SUITE 200
SHREVEPORT
,
LA
71105
GENERAL OPERATING
1,250
ALLIANCE FOR EDUCATION
509 OLIVE WAY
SUITE 220
SEATTLE
,
WA
981012557
GENERAL OPERATING
5,670
AMERICAN UNIVERSITY
OFFICE OF DEVELOPMENT & ALUMNI AFFAIRS
4400 MASSACHUSETTS AVE
NW
WASHINGTON
,
DC
200168143
GENERAL OPERATING
1,000
AMERICAN UNIVERSITY
OFFICE OF DEVELOPMENT & ALUMNI AFFAIRS
4400 MASSACHUSETTS AVE
NW
WASHINGTON
,
DC
200168143
GENERAL OPERATING
100
ANCHOR CENTER FOR BLIND CHILDREN
2550 ROSLYN ST
DENVER
,
CO
80238
GENERAL OPERATING
50
BERNSTEIN DEVELOPMENT INC
1706 HOLLYWOOD AVENUE
SHREVEPORT
,
LA
71108
PROGRAM SERVICES
28,100
BIOMEDICAL RESEARCH FOUNDATION OF
NORTHWEST LOUISIANA
2031 KINGS HIGHWAY
SHREVEPORT
,
LA
71103
PROGRAM SERVICES
10,000
BOOK HARVEST
5802 BRISBANE DRIVE
CHAPEL HILL
,
NC
27514
GENERAL OPERATING
60
BOSSIER COUNCIL ON AGING
706 BEARKAT DR
BOSSIER CITY
,
LA
71111
CAPITAL EXPENSES
15,000
BOY SCOUTS OF AMERICA NORWELA
COUNCIL
3508 BEVERLY PLACE
SHREVEPORT
,
LA
71104
GENERAL OPERATING
1,500
CADDO COUNCIL ON AGING
1700 BUCKNER STREET
SHREVEPORT
,
LA
71101
CAPITAL EXPENSES
25,000
CARNIVAL EDUCATION FUND
4735 SPOTTSWOOD AVE
SUITE 103
MEMPHIS
,
TN
38117
GENERAL OPERATING
2,500
CAROLINA FRIENDS SCHOOL
4809 FRIENDS SCHOOL ROAD
DURHAM
,
NC
27705
GENERAL OPERATING
1,000
CAROLINA FRIENDS SCHOOL
4809 FRIENDS SCHOOL ROAD
DURHAM
,
NC
27705
GENERAL OPERATING
250
CATHOLIC DIOCESE OF LAFAYETTE
ST CECILIA
302 W MAIN STREET
BROUSSARD
,
LA
70518
GENERAL OPERATING
1,500
CATHOLIC DIOCESE OF LAFAYETTE
ST CECILIA
302 W MAIN STREET
BROUSSARD
,
LA
70518
GENERAL OPERATING
1,000
CATHOLIC SERVICES OF ACADIANA INC
PO BOX 3177
LAFAYETTE
,
LA
70502
PROGRAM SERVICES
500
CATHOLIC SERVICES OF NORTH LOUISIAN
331 EAST 71ST ST
SHREVEPORT
,
LA
71106
GENERAL OPERATING
37,500
CENTER FOR PET SAFETY
11921 FREEDOM DRIVE
SUITE 550
RESTON
,
VA
20190
GENERAL OPERATING
500
CHERRY CREEK SCHOOL DISTRICT
FOUNDATION
4700 S YOSEMITE STREET
SUITE 130
GREENWOOD VILLAGE
,
CO
80111
GENERAL OPERATING
4,500
CHILD CARE SERVICES ASSOCIATION
PO BOX 901
CHAPEL HILL
,
NC
27514
GENERAL OPERATING
35
CHILDREN & ARTHRITIS INC
2751 ALBERT BICKNELL DR
SUITE 2E
SHREVEPORT
,
LA
71103
GENERAL OPERATING
500
CHIMP HAVEN
13600 CHIMPANZEE PLACE
KEITHVILLE
,
LA
71047
GENERAL OPERATING
1,000
CHIMP HAVEN
13600 CHIMPANZEE PLACE
KEITHVILLE
,
LA
71047
GENERAL OPERATING
500
CHIMP HAVEN
13600 CHIMPANZEE PLACE
KEITHVILLE
,
LA
71047
GENERAL OPERATING
500
CHRISTIAN SERVICE PROGRAM
2346 LEVY STREET
SHREVEPORT
,
LA
71101
GENERAL OPERATING
35,000
CHURCH HEALTH CENTER
1350 CONCOURSE AVE
SUITE 142
MEMPHIS
,
TN
38104
GENERAL OPERATING
2,500
CITY LAX - DENVER
1106 COLUMBINE STREET
DENVER
,
CO
80206
GENERAL OPERATING
1,000
COHABITAT FOUNDATION INC
500 CLYDE FANT PARKWAY
SUITE 200
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
30,000
COHABITAT FOUNDATION INC
500 CLYDE FANT PARKWAY
SUITE 200
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
1,000
COHABITAT FOUNDATION INC
500 CLYDE FANT PARKWAY
SUITE 200
SHREVEPORT
,
LA
71101
GENERAL OPERATING
50
COHABITAT FOUNDATION INC
500 CLYDE FANT PARKWAY
SUITE 200
SHREVEPORT
,
LA
71101
GENERAL OPERATING
50
COLORADO FRIENDS OF COLORADO WSRP
C/O ROSE COMMUNITY FOUNDATION
600 S CHERRY STREET
SUITE 1200
DENVER
,
CO
802461712
GENERAL OPERATING
500
COMMON GROUND COMMUNITY INC
4830 LINE AVE 117
SHREVEPORT
,
LA
71106
CAPITAL EXPENSES
20,000
COMMON GROUND COMMUNITY INC
4830 LINE AVE 117
SHREVEPORT
,
LA
71106
GENERAL OPERATING
1,000
COMMON GROUND COMMUNITY INC
4830 LINE AVE 117
SHREVEPORT
,
LA
71106
GENERAL OPERATING
500
COMMON GROUND COMMUNITY INC
4830 LINE AVE 117
SHREVEPORT
,
LA
71106
GENERAL OPERATING
500
COMMUNITY FOUNDATION OF NORTH
LOUISIANA
401 EDWARDS STREET
SUITE 105
SHREVEPORT
,
LA
71101
DONOR ADVISED FUND
46,000
COMMUNITY HOME TRUST
PO BOX 2315
CHAPEL HILL
,
NC
27517
GENERAL OPERATING
750
COMMUNITY SAILING OF COLORADO
PO BOX 102613
DENVER
,
CO
80250
GENERAL OPERATING
500
COMPASSION FOR LIVES
7505 PINES ROAD
SUITE 1265
SHREVEPORT
,
LA
71129
GENERAL OPERATING
30,000
CORNELL UNIVERSITY
OFFICE OF ALUMNI AFFAIRS
130 EAST SENECA STREET
ITHACA
,
NY
14850
GENERAL OPERATING
1,000
COUNCIL ON ALCOHOLISM AND DRUG ABUS
OF NORTHWEST LOUISIANA
2000 FAIRFIELD AVENUE
SHREVEPORT
,
LA
71115
CAPITAL EXPENSES
25,000
DEMOCRACY NORTH CAROLINA
1821 GREEN STREET
DURHAM
,
NC
277054114
GENERAL OPERATING
1,000
DENVER PUBLIC SCHOOLS HALLETT
ACADEMY
1860 LINCOLN ST
11TH FLOOR FINANCE DEPT
DENVER
,
CO
80203
GENERAL OPERATING
3,500
DENVER RESCUE MISSION
6100 SMITH ROAD
DENVER
,
CO
80216
GENERAL OPERATING
350
EL CENTRO HISPANO
2000 CHAPEL HILL RD
STE 26 A
DURHAM
,
NC
27707
GENERAL OPERATING
500
ELM FORK CHAPTER OF TEXAS MASTER
NATURALISTS INC
401 W HICKORY ST
SUITE 112
DENTON
,
TX
76201
GENERAL OPERATING
1,619
EVERGREEN PRESBYTERIAN MINISTRIES
2101 HIGHWAY 80
HAUGHTON
,
LA
71037
PROGRAM SERVICES
1,000
FIRST PRESBYTERIAN CHURCH
900 JORDAN ST
SHREVEPORT
,
LA
71101
GENERAL OPERATING
4,000
FIRST PRESBYTERIAN DAY SCHOOL
900 JORDAN ST
SHREVEPORT
,
LA
71101
GENERAL OPERATING
4,000
FIRST PRESBYTERIAN DAY SCHOOL
900 JORDAN ST
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
1,500
FORENSIC NURSES OF LOUISIANA INC
2900 HEARNE AVE
SHREVEPORT
,
LA
71103
GENERAL OPERATING
500
FOUNDATION OF FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DR
SUITE 100
COLUMBIA
,
MD
21046
GENERAL OPERATING
250
FRIENDS OF HAWTHORNE PTA
4100 39TH AVE S
SEATTLE
,
WA
98118
GENERAL OPERATING
5,150
FRONTLINE INCIDENT RESPONSE
SOLUTION AND TRAINING
PO BOX5310
SHREVEPORT
,
LA
71135
GENERAL OPERATING
20,000
GAYLORD HOSPITAL
PO BOX 400
WALLINGFORD
,
CT
06492
PROGRAM SERVICES
500
GEAUX 4 KIDS INC
PO BOX 597
SHREVEPORT
,
LA
711620597
GENERAL OPERATING
12,000
GEAUX 4 KIDS INC
PO BOX 597
SHREVEPORT
,
LA
711620597
GENERAL OPERATING
3,500
GEAUX 4 KIDS INC
PO BOX 597
SHREVEPORT
,
LA
711620597
PROGRAM SERVICES
2,500
GEAUX 4 KIDS INC
PO BOX 597
SHREVEPORT
,
LA
711620597
PROGRAM SERVICES
1,500
GEAUX 4 KIDS INC
PO BOX 597
SHREVEPORT
,
LA
711620597
PROGRAM SERVICES
1,000
GERMANTOWN CHARITY HORSE SHOW
PO BOX 38102
GERMANTOWN
,
TN
38183
GENERAL OPERATING
1,000
GINGERBREAD HOUSE
1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT
,
LA
71101
GENERAL OPERATING
15,000
GINGERBREAD HOUSE
1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT
,
LA
71101
GENERAL OPERATING
1,000
GINGERBREAD HOUSE
1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT
,
LA
71101
GENERAL OPERATING
750
GINGERBREAD HOUSE
1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT
,
LA
71101
GENERAL OPERATING
500
GINGERBREAD HOUSE
1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT
,
LA
71101
GENERAL OPERATING
500
GOLDEN RETRIEVER FREEDOM RESCUE
PO BOX 103130
DENVER
,
CO
80250
GENERAL OPERATING
50
GREATER PARK HILL COMMUNITY
2823 FAIRFAX ST
DENVER
,
CO
80207
GENERAL OPERATING
225
GULF SOUTH GOLDEN RETRIEVER RESCUE
2664 CHOCTAW TRAIL
MARIANNA
,
FL
32446
GENERAL OPERATING
500
HEARTS OF HOPE
PO BOX 53967
LAFAYETTE
,
LA
70505
GENERAL OPERATING
500
HOPE CONNECTIONS INC
2350 LEVY STREET
SHREVEPORT
,
LA
71103
GENERAL OPERATING
500
INTER CITY ROW MODERN DANCE COMPANY
2021 MARTIN LUTHER KING
DRIVE
SHREVEPORT
,
LA
71107
GENERAL OPERATING
13,500
JEWISH FAMILY SERVICES OF SAN DIEGO
8804 BALBOA AVE
SAN DIEGO
,
CA
92123
PROGRAM SERVICES
500
JEWISH FAMILY SERVICES OF SAN DIEGO
8804 BALBOA AVE
SAN DIEGO
,
CA
92123
PROGRAM SERVICES
250
JEWISH FAMILY SERVICES OF SAN DIEGO
8804 BALBOA AVE
SAN DIEGO
,
CA
92123
GENERAL OPERATING
25
JUNETEENTH MUSIC FESTIVAL
PO BOX 460454
GLENDALE
,
CO
80246
GENERAL OPERATING
1,000
LEWISVILLE HIGH SCHOOL THEATRE
BOOSTERS
PO BOX 292912
LEWISVILLE
,
TX
75029
GENERAL OPERATING
100
LEWISVILLE HIGH SCHOOL THEATRE
BOOSTERS
PO BOX 292912
LEWISVILLE
,
TX
75029
GENERAL OPERATING
100
LEWISVILLE HIGH SCHOOL THEATRE BOOS
PO BOX 292912
LEWISVILLE
,
TX
75029
GENERAL OPERATING
500
LOUISIANA A SCHOOLS
SHAW CENTER FOR THE ARTS
100 LAFAYETTE ST
STE B222
BATON ROUGE
,
LA
70801
PROGRAM SERVICES
60,000
LOUISIANA ARCHITECTURE FOUNDATION
521 AMERICA STREET
BATON ROUGE
,
LA
70802
PROGRAM SERVICES
16,000
LOUISIANA ASOCIATION FOR THE BLIND
1750 CLAIBORNE AVE
SHREVEPORT
,
LA
71103
CAPITAL EXPENSES
15,000
LOUISIANA ASSOCIATION FOR THE BLIND
1750 CLAIBORNE AVE
SHREVEPORT
,
LA
71103
GENERAL OPERATING
250
MAIA
1031 33RD ST
SUITE 176
DENVER
,
CO
80205
GENERAL OPERATING
500
LOUISIANA ENDOWMENT FOR THE HUMANIT
938 LAFAYETTE STREET
SUITE 300
NEW ORLEANS
,
LA
70113
PROGRAM SERVICES
37,155
MAKE-A-WISH MID-SOUTH
1780 MORIAH WOODS BLVD
SUITE 10
MEMPHIS
,
TN
38117
GENERAL OPERATING
500
MARTIN LUTHER KING HEALTH CENTER
865 OLIVE STREET
SHREVEPORT
,
LA
71104
GENERAL OPERATING
30,750
MARTIN LUTHER KING COMMUNITY
DEVELOPMENT CORPORATION
3067 DR MARTIN L KING
JR DRIVE
SHREVEPORT
,
LA
71107
PROGRAM SERVICES
35,000
MICHAEL J FOX FOUNDATION
PO BOX 5014
HAGERSTOWN
,
MD
217415014
GENERAL OPERATING
500
MID-SOUTH FOOD BANK
239 SOUTH DUDLEY
MEMPHIS
,
TN
38104
GENERAL OPERATING
500
MIRACLES ON ICE-HOWARD FAMILY FOUND
9 WATERSIDE TERRACE
CHERRY HILLS VILLAGE
,
CO
80113
GENERAL OPERATING
500
MISSIO DEI CHURCH
621 S WHITE STATION RD
MEMPHIS
,
TN
38117
GENERAL OPERATING
6,000
MORRIS ANIMAL FOUNDATION
720 S COLORADO BLVD
SUITE 174A
DENVER
,
CO
80246
PROGRAM SERVICES
1,000
NORTH CAROLINA JUSTICE CENTER
PO BOX 28068
RALEIGH
,
NC
27611
PROGRAM SERVICES
1,000
NW LA EDUCATION AND LEADERSHIP FOUN
PO BOX 5956
BOSSIER CITY
,
LA
711715956
GENERAL OPERATING
30,000
PAMOJA ART SOCIETY
3806 LINWOOD AVENUE
SHREVEPORT
,
LA
71103
CAPITAL EXPENSES
12,500
PARK HILL COLLECTIVE IMPACT
3475 HOLLY ST
DENVER
,
CO
80207
GENERAL OPERATING
3,100
PARK HILL ELEMENTARY PTA
ATTN PTSA
5050 EAST 19TH AVENUE
DENVER
,
CO
80220
GENERAL OPERATING
800
PARTNERS IN HEALTH
PO BOX 996
FREDERICK
,
MD
210759942
GENERAL OPERATING
5,025
PEOPLE ACTING FOR CHANGE AND EQUALI
906 KIRBY PL
SHREVEPORT
,
LA
71104
PROGRAM SERVICES
5,215
PET SAVERS
632 DUDLEY DR
SHREVEPORT
,
LA
71104
GENERAL OPERATING
2,000
PHILADELPHIA CENTER
2020 CENTENARY BOULEVARD
SHREVEPORT
,
LA
71104
GENERAL OPERATING
250
PLANNED PARENTHOOD SOUTH ATLANTIC
100 SOUTH BOYLAN AVENUE
RALEIGH
,
NC
27603
GENERAL OPERATING
3,984
PLANT A SEED IN OUR YOUTH FOUNDATIO
1518 COX STREET
BOSSIER CITY
,
LA
71111
GENERAL OPERATING
500
PLAYAZ AND PLAYETTES INC
835 BUTLER STREET
SHREVEPORT
,
LA
71103
GENERAL OPERATING
3,000
PROJECT RECLAIM OF MINDEN INC
PO BOX 444
MINDEN
,
LA
71058
GENERAL OPERATING
16,000
PROVIDENCE HOUSE
814 COTTON STREET
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
50,000
REPAIRERS OF THE BREACH INC
PO BOX 1638
GOLDSBORO
,
NC
275331638
GENERAL OPERATING
310
RED RIVER REVEL
101 CROCKETT STREET
SUITE C
SHREVEPORT
,
LA
71101
GENERAL OPERATING
10,000
RED RIVER STEM
820 CLYDE FANT PARKWAY
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
25,934
RENESTING PROJECT INC
1331 DRIFTWOOD DRIVE
BOSSIER CITY
,
LA
71111
GENERAL OPERATING
25,000
RENZI EDUCATION AND ART CENTER
435 EGAN STREET
SHREVEPORT
,
LA
71101
GENERAL OPERATING
250
RHO OMEGA AND FRIENDS INC
PO BOX 19431
SHREVEPORT
,
LA
71149
PROGRAM SERVICES
10,000
ROBINSON'S RESCUE LOW COST SPAY
2515 LINE AVENUE
SHREVEPORT
,
LA
71104
GENERAL OPERATING
1,750
SACRED HEART OF JESUS
PO BOX 737
BROUSSARD
,
LA
70518
GENERAL OPERATING
1,500
SADIE'S ARMS INC
4466 FAIRWAY DR
SHREVEPORT
,
LA
71109
GENERAL OPERATING
15,000
SANCTUARY ARTS SCHOOL
1200 MARSHALL STREET
SHREVEPORT
,
LA
71101
GENERAL OPERATING
750
SEMESTER AT SEAINSTITUTE FOR SHIPB
COLORADO STATE UNIVERSITY
CAMPUS DELIVERY 1587
FT COLLINS
,
CO
805231587
GENERAL OPERATING
350
SHREVEPORT GREEN
3625 SOUTHERN AVENUE
SHREVEPORT
,
LA
71104
GENERAL OPERATING
16,400
SHREVEPORT OPERA
6969 FERN LOOP
SUITE 206
SHREVEPORT
,
LA
71105
PROGRAM SERVICES
10,000
SHREVEPORT REGIONAL ARTS COUNCIL
801 CROCKETT ST
SHREVEPORT
,
LA
71101
CAPITAL EXPENSES
25,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVE
MONTGOMERY
,
AL
36104
GENERAL OPERATING
500
SPEAKING PLACE
PO BOX 905
ROCKLAND
,
ME
04841
GENERAL OPERATING
3,000
ST GEORGE EPISCOPAL CHURCH
2425 S GERMANTOWN RD
GERMANTOWN
,
TN
38138
GENERAL OPERATING
4,000
ST LUKE'S EPISCOPAL MOBILE MEDICAL
PO BOX 53074
SHREVEPORT
,
LA
71135
GENERAL OPERATING
1,000
STEDMAN PTA
2940 DEXTER ST
DENVER
,
CO
80207
PROGRAM SERVICES
3,500
STEP FORWARD
401 EDWARDS STREET
SUITE 125
SHREVEPORT
,
LA
71101
GENERAL OPERATING
30,000
STEVE'S CLUB DENVER
950 S CHERRY ST
SUITE 1140
DENVER
,
CO
80246
GENERAL OPERATING
8,400
STEVES CLUB NATIONAL PROGRAM
PO BOX 18082
DENVER
,
CO
80218
PROGRAM SERVICES
11,450
STRATEGIC ACTION COUNCIL
331 MILAM STREET
SUITE 314
SHREVEPORT
,
LA
71101
GENERAL OPERATING
25,000
THE BETTY AND LEONARD PHILLIPS
DEAF ACTION CENTER
601 JORDAN STREET
SHREVEPORT
,
LA
71101
CAPITAL EXPENSES
10,000
THE CHERRY HILLS LAND PRESERVE
PO BOX 522
ENGLEWOOD
,
CO
80151
GENERAL OPERATING
1,000
THE CHILDREN'S HOSPITAL COLORADO
13123 E 16TH AVENUE
BOX 045
AURORA
,
CO
80045
GENERAL OPERATING
11,450
THE FIRST TEE MIAMI-DADE AMATEUR
GOLF ASSOCIATION
1802 NW 37TH AVE
MIAMI
,
FL
33125
GENERAL OPERATING
100
THE GEORGE WASHINGTON UNIVERSITY
PO BOX 98131
WASHINGTON
,
DC
20077
GENERAL OPERATING
250
THE MORGAN ADAMS FOUNDATION
5303 E EVANS AVE
STE 202
DENVER
,
CO
80222
GENERAL OPERATING
1,000
THE NATURE CONSERVANCY
721 GOVERNMENT ST
STE 200
BATON ROUGE
,
LA
70802
PROGRAM SERVICES
15,000
THE PERIWINKLE FOUNDATION
3400 BISSONNET ST
SUITE 185
HOUSTON
,
TX
77005
GENERAL OPERATING
4,000
THE WATER PROJECT
PO BOX 3353
CONCORD
,
NH
033023353
GENERAL OPERATING
50
THEATRE OF THE PERFORMING ARTS
4005 LAKESHORE DRIVE
SHREVEPORT
,
LA
71109
PROGRAM SERVICES
30,000
THERE WITH CARE-DENVER
2401 SOUTH COLORADO BLVD
SUITE A
DENVER
,
CO
80222
GENERAL OPERATING
4,150
TOGETHER RISING
800 WEST BOARD STREET
FALLS CHURCH
,
VA
22040
PROGRAM SERVICES
250
TRAINING EDUCATION AND MEDIATION
FOR STUDENDS INC TEAMS
1545 LINE AVE
STE 228
SHREVEPORT
,
LA
71101
GENERAL OPERATING
20,000
TRANSPLANTING TRADITIONS
PO BOX 835
HILLSBOROUGH
,
NC
27278
GENERAL OPERATING
1,000
TROOP 712 BOYS SCOUTS
BETHANY LUTHERAN CHURCH
4500 E HAMPDEN AVE
CHERRY HILLS VILLAGE
,
CO
80113
GENERAL OPERATING
2,500
TRUTHOUT
PO BOX 276414
SACRAMENTO
,
CA
95827
GENERAL OPERATING
65
UNITED WAY OF NW LOUISIANA
820 JORDON
SUITE 370
SHREVEPORT
,
LA
71101
CAPITAL EXPENSES
25,000
UNIVERSITY OF DENVER-STURM COLLEGE
2255 E EVANS AVENUE
DENVER
,
CO
80208
GENERAL OPERATING
1,000
UNIVERSITY OF PENNSYLVANIA LAW SCH
3451 WALNUT ST
ROOM 433
PHILADELPHIA
,
PA
191046205
GENERAL OPERATING
1,000
VOLUNTEERS FOR YOUTH JUSTICE
900 JORDON STREET
SUITE 102
SHREVEPORT
,
LA
71101
PROGRAM SERVICES
52,000
VOLUNTEERS FOR YOUTH JUSTICE
900 JORDON STREET
SUITE 102
SHREVEPORT
,
LA
71101
GENERAL OPERATING
1,000
VOLUNTEERS OF AMERICA OF NORTH LA
360 JORDON ST
SHREVEPORT
,
LA
71101
CAPITAL EXPENSES
500
WUNC 915 NC PUBLIC RADIO
120 FRIDAY CENTER DR
CHAPEL HILL
,
NC
27517
GENERAL OPERATING
150
YMCA OF METROPOLITAN DENVER
2625 S COLORADO BLVD
DENVER
,
CO
80222
GENERAL OPERATING
975
YOUTH OUTREACH SERVICES
7903 ARCADIAN SHORES DRIV
SHREVEPORT
,
LA
71129
GENERAL OPERATING
40,000
YWCA OF NORTHWEST LA
850-B OLIVE STREET
SHREVEPORT
,
LA
71104
PROGRAM SERVICES
64,575
Total
.................................
3a
1,288,872
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
64,132
4
Dividends and interest from securities
....
14
452,915
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
15
8,459
8
Gain or (loss) from sales of assets other than
inventory
............
1,305,531
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER REVENUE
6,000
b
FROM K-1
531110
2,706
3
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
2,706
525,506
1,311,531
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,839,743
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description