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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
DOUGLAS C BEATON FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)728 PINE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70118
A Employer identification number

27-1039100
B Telephone number (see instructions)

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$3,422,183J 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      
4 Dividends and interest from securities... 55,958 46,310 46,628
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 19,929
b Gross sales price for all assets on line 6a 818,441
7 Capital gain net income (from Part IV, line 2)... 19,929
8 Net short-term capital gain......... 57,848
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,411 3,411  
12 Total. Add lines 1 through 11........ 79,298 69,650 104,476
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 24,000     24,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,680     9,680
c Other professional fees (attach schedule)....        
17 Interest............... 351 351 351  
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,059     1,059
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 304     304
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 10,706 10,256   450
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 46,100 10,607 351 35,493
25 Contributions, gifts, grants paid....... 132,000 132,000
26 Total expenses and disbursements. Add lines 24 and 25 178,100 10,607 351 167,493
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -98,802
b Net investment income (if negative, enter -0-) 59,043
c Adjusted net income (if negative, enter -0-)... 104,125
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 88,055 31,046 31,046
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 2,619,680 Click to see attachment2,577,887 3,391,137
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,707,735 2,608,933 3,422,183
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,585,679 2,585,679
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 122,056 23,254
29 Total net assets or fund balances (see instructions)..... 2,707,735 2,608,933
30 Total liabilities and net assets/fund balances (see instructions). 2,707,735 2,608,933
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
2,707,735
2
Enter amount from Part I, line 27a .....................
2
-98,802
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,608,933
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 29 .
6
2,608,933
Form 990-PF (2020)
Form 990-PF (2020)
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 700 BLINK CHARGING CO P 2020-07-30 2020-11-23
b 05 BROOKFIELD ASSET MGM FCLASS P 2019-10-02 2020-04-02
c 500 CANADIAN NATURAL RES P 2020-03-12 2020-09-09
d 100 EXPEDIA GROUP INC P 2020-03-12 2020-11-30
e 200 KROGER CO P 2020-03-20 2020-09-09
1250 MCDERMOTT INTL INC P 2019-07-30 2020-07-06
250 NIKOLA CORP P 2020-06-08 2020-07-22
500 NIKOLA CORP WARRANTS P 2020-06-04 2020-07-22
2350 PROSHARES ULTRA P 2020-04-20 2020-04-20
500 PROTAGONIST THERAPEUTICS P 2020-01-10 2020-11-30
100 PULTEGROUP INC P 2020-04-14 2020-09-09
01 ROLLS ROYCE HOLDINGS P 2020-12-01 2020-12-01
2500 SASOL LIMITED P 2020-04-07 2020-11-30
600 SLACK TECHNOLOGIES INC CLASS A P 2020-03-13 2020-11-30
250 SOUTHWEST AIRLINES P 2020-03-12 2020-09-30
50 SOUTHWEST AIRLINES P 2020-03-16 2020-09-30
700 SPIRIT AIRLINES P 2020-03-12 2020-09-09
1500 UNITED STATES OIL ETF P 2020-04-20 2020-04-20
50000 US TREASURY NT 225   2019-10-01 2020-03-31
60 WALMART INC P 2020-03-20 2020-11-30
05186 ALPS ALERIAN MLP EFT NEW P 2014-11-21 2020-05-19
25000 AMERICAN EXPRESS 185XXX P 2017-09-13 2020-02-18
25000 BBVA USA 26XXX P 2018-09-25 2020-01-03
33 BONANZA CREEK ENE WARRANTS EXP P 2016-12-07 2020-05-12
1000 CARBO CERAMICS INC P 2017-02-28 2020-07-14
200 CARBO CERAMICS INC P 2017-03-21 2020-07-14
250 CARBO CERAMICS INC P 2017-09-13 2020-07-14
550 CARBO CERAMICS INC P 2019-01-03 2020-07-14
1000 CARBO CREAMICS INC P 2019-04-10 2020-07-14
1000 CARBO CERAMICS INC P 2019-04-26 2020-07-14
10000 CHICAGO 5 CALLED P 2017-03-08 2020-02-20
11000 CIT BANK 185XXX MATURED P 2018-05-14 2020-04-17
25000 ENTERPRISE BANK 28XXX MATURE P 2018-06-07 2020-06-22
100 ETSY INC P 2017-03-31 2020-12-29
40000 GOLDMAN SACHS BA 265XXX P 2018-04-16 2020-07-27
250 HI CRUSH INC P 2017-03-31 2020-09-30
250 HI CRUSH INC P 2017-04-24 2020-09-30
250 HI CRUSH INC P 2017-10-02 2020-09-30
250 HI CRUSH INC P 2019-02-04 2020-09-30
500 HI CRUSH INC P 2019-06-05 2020-09-30
500 HI CRUSH INC P 2019-04-10 2020-09-30
25000 INVESTORS BANK 275XXX P 2018-05-14 2020-06-01
100000 JPMORGAN CHASE 18XXX P 2017-02-13 2020-02-15
025 MAXEON SOLAR TECHNOLOGY P 2016-08-10 2020-08-27
30 NVIDIA CORP P 2016-08-03 2020-09-09
150 PROSHARES ULTRA P 2016-08-16 2020-04-20
02388 S&P OIL & GAS EQUIP & SVCS P 2017-04-06 2020-03-31
04154 S&P OIL & GAS EXPL PRODTN P 2014-11-21 2020-03-31
10914 S&P OIL & GAS EXPL PRODTN P 2014-11-21 2020-04-20
370846 S&P OIL & GAS EXPL PRODTN P 2014-11-21 2020-04-20
08343 S&P OIL & GAS EXPL & PRODTN P 2014-12-05 2020-04-20
250 S&P OIL & GAS EXPL & PRODTN P 2015-08-25 2020-04-20
28577 S&P OIL & GAS EXCPL & PRODTN P 2015-09-29 2020-04-20
23705 S&P OIL & GAS EXPL & PRODTN P 2015-12-30 2020-04-20
14313 S&P OIL & GAS EXPL & PRODTN P 2016-03-30 2020-04-20
09609 S&P OIL & GAS EXPL & PRODTN P 2016-09-27 2020-04-20
07496 S&P OIL & GAS EXPL & PRODTN P 2016-12-28 2020-04-20
26195 S&P OIL & GAS EXPL & PRODTN P 2017-03-15 2020-04-20
500 SUNPOWER CORP P 2016-08-10 2020-12-28
100 SUNPOWER CORP P 2018-01-22 2020-12-28
300 TRANSOCEAN INC NEW P 2017-03-21 2020-09-30
100000 US TREASURY NT 225 P 2019-02-25 2020-02-29
5 WABTEC P 2019-02-26 2020-09-30
50000 WELLS FARGO & CO 245XXX P 2019-03-25 2020-05-11
25000 WELLS FARGO & CO 245XXX P 2019-04-01 2020-05-11
40000 WELLS FARGO & CO 275XXX P 2018-04-26 2020-05-11
50000 WELLS FARGO & CO 275XXX P 2018-05-09 2020-05-26
(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 19,537   8,321 11,216
b 16   18 -2
c 9,112   6,342 2,770
d 12,303   6,780 5,523
e 7,024   6,416 608
    8,201 -8,201
9,102   12,215 -3,113
12,429   7,650 4,779
3,290   3,256 34
11,791   3,545 8,246
4,423   2,517 1,906
5,847     5,847
19,225   10,948 8,277
25,554   10,488 15,066
9,507   8,948 559
1,901   1,848 53
12,192   10,259 1,933
6,052   5,730 322
50,000   50,103 -103
9,050   6,922 2,128
13   39 -26
25,000   25,000  
25,000   25,000  
       
    13,506 -13,506
    2,410 -2,410
    2,013 -2,013
    2,039 -2,039
    3,592 -3,592
    2,912 -2,912
10,000   10,682 -682
11,000   10,806 194
25,000   25,000  
17,781   1,055 16,726
40,000   40,000  
6   4,302 -4,296
6   3,665 -3,659
6   2,387 -2,381
6   1,162 -1,156
12   1,933 -1,921
12   2,175 -2,163
25,000   25,000  
100,000   100,000  
5   7 -2
15,168   1,670 13,498
210   3,167 -2,957
6   48 -42
14   104 -90
47   274 -227
1,588   9,272 -7,684
36   209 -173
10,702   34,057 -23,355
122   366 -244
101   288 -187
61   174 -113
41   136 -95
32   127 -95
112   386 -274
14,527   3,610 10,917
2,905   607 2,298
250   3,715 -3,465
100,000   99,720 280
317   390 -73
50,000   50,000  
25,000   25,000  
40,000   40,000  
50,000   50,000  
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        
b        
c        
d        
e        
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 19,929
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 57,848
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 821
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 821
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 821
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
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  
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 9 821
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   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 the instructions
for the 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
    Yes
     
    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)
    bulletCA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletMICHAEL FOLSE Telephone no.bullet (504) 453-8085

    Located atbullet728 PINE STREETNEW ORLEANSLA ZIP+4bullet70118
    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 2020, 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
     
     
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
    No
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    MICHAEL FOLSEClick to see attachment DIRECTOR
    2.00     		0 0 0
    728 PINE STREET
    NEW ORLEANS,LA70118
    KATHLEEN FOLSEClick to see attachment DIRECTOR
    1.00     		6,000 0 0
    728 PINE ST
    NEW ORLEANS,LA70118
    STEVEN FOLSEClick to see attachment DIRECTOR
    6.00     		12,000 0 0
    728 PINE ST
    NEW ORLEANS,LA70118
    KATHERINE M FOLSEClick to see attachment DIRECTOR
    2.00     		6,000 0 0
    728 PINE ST
    NEW ORLEANS,LA70118
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 MADE 30 CHARITABLE CONTRIBUTIONS TO 30 501C TAX EXEMPT ORGANIZATIONS 132,000
    2 ANNUAL MEETING TO DETERMINE CHARITABLE CONTRIBUTIONS AND DIRECTION FOR THE FUTURE 304
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    3,102,615
    b
    Average of monthly cash balances.......................
    1b
    66,490
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,169,105
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,169,105
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    47,537
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,121,568
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    156,078
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    156,078
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    821
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    821
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    155,257
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    155,257
    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
    155,257
    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
    167,493
    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
    167,493
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    167,493
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 155,257
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 20,459
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 167,493
    a Applied to 2019, but not more than line 2a 20,459
    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 2020 distributable amount..... 147,034
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		8,223
    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) .......     		132,000
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ST RITA CATHOLIC CHURCH
    PO BOX 61075
    NEW ORLEANS,LA701619986     		  NC CHARITABLE-RELIGIOUS ORGANIZATION 2,000
    CATHOLIC CHARITIES
    700 EDWARDS AVE
    NEW ORLEANS,LA70123     		  NC CHARITABLE-ASSIST THE POOR AND VULNERABLE 5,000
    BIG BROTHERS BIG SISTERS
    1031 33RD ST STE 210
    DENVER,CO80205     		  NC CHARITABLE-MENTOR CHILDREN WITH LIMITED RESOURCES 3,000
    GIRLS INC OF METRO DENVER
    9509 GERMANTOWN AVE
    PHILADELPHIA,PA19118     		  NC CHARITABLE-MENTOR GIRLS WITH LIMITED RESOURCES 2,000
    WOMENS NEW LIFE CENTER
    1631 ORETHA CASTLE HALEY BOULEVARD
    NEW ORLEANS,LA70113     		  NC CHARITABLE-AID FOR POOR AND PREGNANT WOMEN 8,000
    HOLY NAME SCHOOL
    PO BOX 7911
    METAIRIE,LA70010     		  NC EDUCATIONAL-COLLEGE PREPARATION 3,000
    TULANE UNIVERSITY
    PO BOX 37839
    BOONE,IA500370839     		  NC EDUCATIONAL-UNIVERSITY 3,000
    CANCER CRUSADE
    1000 HOWARD AVE STE 200
    NEW ORLEANS,LA70113     		  NC SCIENTIFIC-CANCER RESEARCH 3,000
    ALZHEIMERS ASSOCIATION
    333 7TH AVENUE
    NEW YORK,NY100015004     		  NC RESEARCH-ALZHEIMERS 2,500
    ENGINEERS WITHOUT BORDERS
    228 W LEXINGTON ST
    BALTIMORE,MD212013443     		  NC CHARITABLE-SANITATION PROJECTS IN FOREIGN COUNTRIE 6,000
    CATHOLIC RELIEF SERVICE
    2480 W 26TH AVE STE B-360
    DENVER,CO80211     		  NC CHARITABLE-AID TO POOR IN FOREIGN COUNTRIES 8,000
    SECOND HARVEST
    1391 N SPEEN BLVD
    DENVER,CO80204     		  NC CHARITABLE-FOOD BANK 5,000
    JUNIOR ACHIEVEMENT ROCKY MTN
    2729 LOWERLINE AVE
    NEW ORLEANS,LA70125     		  NC EDUCATIONAL-MENTOR YOUTH 3,500
    BREAKTHROUGH NEW ORLEANS
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		  NC EDUCATIONAL-ENRICHMENT FOR YOUNG POOR CHILDREN 3,000
    ODYSSEY HOUSE OF LA
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  NC CHARITABLE-DRUG ADDICTION REHABILITATION 5,000
    ST JUDE CHILDRENS HOSPITAL
    48 FAIRWAY OAKS DRIVE
    NEW ORLEANS,LA70131     		  NC CHARITABLE-MEDICAL CARE FOR CHILDREN WITH CANCER 4,000
    CAFE RECONCILE
    1000 N BROAD ST
    NEW ORLEANS,LA70119     		  NC CHARITABLE-TRAINING FOR YOUTH FOR FOOD SERVICES 3,000
    NEWMAN SCHOOL
    2801 BRUIN DR
    KENNER,LA70065     		  NC EDUCATIONAL-PRE KINDERGARTEN THROUGH HIGH SCHOOL 3,000
    BONNABEL HIGH SCHOOL HEALTH CLINIC
    PO BOX 71420
    OAKLAND,CA94612     		  NC CHARITABLE-HIGH SCHOOL HEALTH SERVICES 2,000
    POMONA COLLEGE
    1499 JULIAN ST
    DENVER,CO80204     		  NC EDUCATIONAL-COLLEGE LEVEL 3,000
    DOCTORS WITHOUT BORDERS
    1125 NORTH TONTI
    NEW ORLEANS,LA70119     		  NC CHARITY-MEDICAL CARE FOR POOR IN FOREIGN COUNTRIES 8,000
    BRIDGE HOUSEGRACE HOUSE
    4612 S CLAIBORNE AVENUE
    NEW ORLEANS,LA70125     		  NC CHARITABLE-DRUG ADDICTION REHABILITATION 5,000
    ENERGIZE THE CHAIR
    6325 CROMWELL PLACE
    NEW ORLEANS,LA701186260     		  NC VACCINE DISTRIBUTION TO POOR IN FOREIGN COUNTRIES 8,000
    YOUTH RUN NOLA
    1445 MARKET ST 200
    DENVER,CO80202     		  NC CHARITY-ENCOURAGE FITNESS FOR POOR CHILDREN 2,000
    FUND 17
    1307 ORETHA CASTLE HALEY BLVD SUITE
    NEW ORLEANS,LA70113     		  NC EMPOWER A COMMUNITY OF HEALTHY YOUNG LEADERS 3,000
    YOUTH EMPOWERMENT PROGRAM
    1600 ORETHA CASTLE HALEY BOULEVARD
    New Orleans,LA70113     		  NC PREVENT YOUTH FROM BEING IN JUVENILE DETENTION 2,500
    LA CENTER FOR CHILDRENS RIGHT
    1100-B MILTON STREET
    New Orleans,LA70122     		  NC LEGAL & SOCIAL SERVICES FOR JUVENILE DETAINEES 2,500
    SANITATION HEALTH RIGHTS INDIA
    48 FAIRWAY OAKS DRIVE
    New Orleans,LA70131     		  NC PROVIDE WATER & SANITATION SERVICES UN RURAL INDIA 17,000
    AMERICAN RED CROSS
    PO BOX 37839
    Boone,IA500370839     		  NC ALLEVIATE HUMAN SUFFERING DURING EMERGENCIES 5,000
    GLASS HALF FULL
    3935 LOUISA STREET
    NEW ORLEANS,LA70126     		  NC RECYCLE GLASS PRODUCTS 2,000
    Total .................................bullet 3a 132,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....          
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,680 0 0 9,680

    TY 2020 CompensationExplanation
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Person Name Explanation
    MICHAEL FOLSE MICHAEL FOLSE RECEIVED NO COMPENSATION OF ANY KIND AS DIRECTOR
    KATHLEEN FOLSE KATHLEEN FOLSE RECEIVED 6,000 COMPENSATION DURING YEAR 2020
    STEVEN FOLSE STEVEN FOLSE RECEIVED 12,000.00 NO COMPENSATION OF ANY KIND AS DIRECTOR
    KATHERINE M FOLSE KATHERINE FOLSE RECEIVED 6,000 NO COMPENSATION DURING 2020

    TY 2020 InvestmentsOtherSchedule2
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HELD BY BROKER   2,577,887 3,391,137
    CHARLES SCHWAB & CO, INC. 211 MAIN   0 0
    ST. SAN FRANCISCO CA 94105   0 0
    FIXED INCOME   0 0
    EQUITIES   0 0
    EXCHANGE TRADED FUNDS   0 0
    OTHER ASSETS   0 0
    CASH   0 0

    TY 2020 OtherExpensesSchedule
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DELAWARE ANNUAL REPORT 50 0 0 50
    PROSHARES SHORT EURO 1,116 1,116 0 0
    PROSHARES SHORT EURO 137 137 0 0
    CA ANNUAL REPORT 10 0 0 10
    PLAINS ALL AMERICAN PIPELINE 2,234 2,234 0 0
    PLAINS ALL AMERICAN PIPELINE 2 0 0 2
    PROSHARES VIX SHORT TERM FUTUR 4,780 4,780 0 0
    PROSHARES VIX SHORT TERM FUTUR 138 138 0 0
    PROSHARES ULTRA BLOOMBERG CRUD 77 77 0 0
    PROSHARES ULTRA BLOOMBERG CRUD 24 24 0 0
    PROSHARES VIX SHORT TERM FUTUR 93 93 0 0
    ICAHN ENTERPRISES 327 327 0 0
    ICAHN ENTERPRISES 1 1 0 0
    DELAWARE REGISTRATION AGENT 388 0 0 388
    ICAHN ENTERPRISES 70 70 0 0
    ICAHN ENTERPRISES 34 34 0 0
    INVESCO DB US DOLLAR INDEX BUL 1,040 1,040 0 0
    INVESCO DB US DOLLAR INDES BUL 70 70 0 0
    INVESCO DB AGRICULTURE FUND 115 115 0 0


    TY 2020 OtherIncomeSchedule2
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESCO DB AGRICULTURE K-1 0 0 0
    INVESCO DB US DOLLAR INDEX 0 0 0
    ENTERPRISE PRODUCTS PARTNERS 0 0 0
    PLAINS ALL AMERICAN PIPELINE 0 0 0
    THE CARLYLE GROUP LP 0 0 0
    OAKTREE CAPITAL GROUP 0 0 0
    THE BLACKSTONE GROUP LP 0 0 0
    THE BLACKSTONE GROUP LP 0 0 0
    THE BLACKSTONE GROUP LP 0 0 0
    INVESCO DB AGRICULTURE FUND 52 52 0
    INVESCO DB US DOLLAR INDEX 0 0 0
    THE CARLYKLE GROUP LP 0 0 0
    OAKTREE CAPITAL GROUP LLC 0 0 0
    ENTERPRISE PRODUCTS EXCESS EXP 0 0 0
    ENTERPRISE PRODUCTS INTEREST 0 0 0
    ENTERPRISE PRODUCTS DEPRECIATI 0 0 0
    ENTERPRISE PRODUCTS EXCESS INC 0 0 0
    PROCHARES SHORT EURO OTHER DED 0 0 0
    PROSHARES OTHER INCOME 0 0 0
    THE BLACKSTONE GP GUAR PAYMENT 0 0 0
    THE BLACKSTONE GP INV INC 0 0 0
    THE BLACKSTONE GP RECAP INV CR 0 0 0
    PROSHARES VIX SHORT TERM FUTUR 3,359 3,359 0


    TY 2020 TaxesSchedule
    Name:
    DOUGLAS C BEATON FAMILY FOUNDATION
    EIN:
    27-1039100
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY 540 0 0 540
    CALIFORNIA FRANCHISE TAX 62 0 0 62
    FOREIGN TAXES 0 0 0 0
    DELAWARE FRANCHISE TAX 0 0 0 0
    FOREIGN TAX PAID 457 0 0 457