Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
CAROLYN W & CHARLES T BEAIRD
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)330 MARSHALL ST 1440
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHREVEPORT, LA711013015
A Employer identification number

72-6027212
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$30,744,092
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 150,141 150,141  
4 Dividends and interest from securities... 597,942 597,942  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,189,652
b Gross sales price for all assets on line 6a 6,863,658
7 Capital gain net income (from Part IV, line 2)... 1,189,652
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)....... 82,115 82,115  
12 Total. Add lines 1 through 11........ 2,019,850 2,019,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 79,925     79,925
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 3,971     3,971
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 9,000 2,700   6,300
c Other professional fees (attach schedule).... 127,678 127,678    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 42,327 9,361   6,137
19 Depreciation (attach schedule) and depletion... 158    
20 Occupancy..............        
21 Travel, conferences, and meetings....... 78,640     78,640
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 45,926     45,926
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 387,625 139,739   220,899
25 Contributions, gifts, grants paid....... 1,549,445 1,549,445
26 Total expenses and disbursements. Add lines 24 and 25 1,937,070 139,739   1,770,344
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,780
b Net investment income (if negative, enter -0-) 1,880,111
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 34,289 44,463 44,463
2 Savings and temporary cash investments......... 178,671 346,948 346,948
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,000 12,033 12,033
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 18,436,075 Click to see attachment
List of Attached Documents:
// Content
18,940,911
18,786,438
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow12,798
Less: accumulated depreciation (attach schedule) right arrow12,798 158    
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,344,012
Click to see attachment
List of Attached Documents:
// Content
3,738,262
Click to see attachment
List of Attached Documents:
// Content
11,554,210
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,995,205 23,082,617 30,744,092
Liabilities 17 Accounts payable and accrued expenses.......... 16,816 21,448
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 16,816 21,448
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 22,978,389 23,061,169
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 22,978,389 23,061,169
30 Total liabilities and net assets/fund balances (see instructions). 22,995,205 23,082,617
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
22,978,389
2
Enter amount from Part I, line 27a .....................
2
82,780
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
23,061,169
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,061,169
Form 990-PF (2022)
Form 990-PF (2022)
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 BEAIRD PROPERTIES P   2022-12-31
b BERNESTEIN - SALE OF ST COV SEC P   2022-12-31
c BERNESTEIN - SALE OF LT COV SEC P   2022-12-31
d BERNSTEIN - CIL P   2022-12-31
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a     4,174 -4,174
b 796,099   798,551 -2,452
c 6,066,233   4,871,281 1,194,952
d 78     78
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -4,174
b       -2,452
c       1,194,952
d       78
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,189,652
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow 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) 1 26,134
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 26,134
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 26,134
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 23,100
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 23,100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 722
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 3,756
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowLA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BEAIRDFOUNDATION.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (318) 221-2823

Located atright arrow330 MARSHALL ST 1440SHREVEPORTLA ZIP+4right arrow71101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
NICOLE SEAWELL PRESIDENT
20.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
JENNIFER MCCORMICK VICE PRESIDE
2.00
0 0 0
330 MARSHALL ST SUITE 1140
SHREVEPORT,LA71101
MALCOLM SEAWELL TREASURER
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
FRANCES SEAWELL SECRETARY
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
ELIZABETH BEAIRD DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
JOHN BEAIRD DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
SUSAN BEAIRD DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
JACKSON DARR DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
CHAD NAQUIN DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
LAUREN NAQUIN DIRECTOR
2.00
0 0 0
330 MARSHALL ST
SHREVEPORT,LA71101
MARY SEAWELL DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
TYLER WOLF DIRECTOR
2.00
0 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
TOYA GRAHAM EXECUTIVE DI
40.00
79,925 0 0
330 MARSHALL ST SUITE 1440
SHREVEPORT,LA71101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
20,542,692
b
Average of monthly cash balances.......................
1b
382,572
c
Fair market value of all other assets (see instructions)................
1c
11,554,210
d
Total (add lines 1a, b, and c).........................
1d
32,479,474
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
32,479,474
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
487,192
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,992,282
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,599,614
Part X
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 IX, line 6..................
1
1,599,614
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
26,134
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
26,134
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,573,480
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,573,480
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,573,480
Part XI
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
1,770,344
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,770,344
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,573,480
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 335,530
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,770,344
a Applied to 2021, but not more than line 2a 335,530
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 2022 distributable amount..... 1,434,814
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2022.    
(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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
138,666
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 2017 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TOYA GRAHAM EXECUTIVE DIRECTOR
330 MARSHALL ST 1440
SHREVEPORT,LA71101
(318) 221-2823
TOYA@BEAIRDFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
THE APPLICATION FORM IS AVAILABLE AT WWW.BEAIRDFOUNDATION.ORG. APPLICANTS MUST USE THIS FORM AND SUBMIT ONLINE AT THIS WEBSITE. IN ADDITION, PRIOR TO THE SUBMISSION OF AN APPLICATION, APPLICANT MUST COMPLETE A LETTER OF INTENT.
cAny submission deadlines:
SEMI-ANNUAL DEADLINES: JANUARY 5TH AND JULY 21ST
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS ARE PRIMARILY TO QUALIFIED NON-PROFIT ORGANIZATIONS LOCATED IN THE SHREVEPORT AND BOSSIER CITY AREAS OF NORTH LOUISIANA. NO SCHOLARSHIPS OR GRANTS ARE AWARDED TO INDIVIDUALS.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

AMERICAN UNIVERSITY

PO BOX 96609
WASHINGTON,DC20077
    OPERATING EXPENSES 750

ANIMAL WELFARE INSTITUTE

900 PENNSYLVANIA AVE SE
WASHINGTON,DC20003
    OPERATING EXPENSES 500

BE LOUD SOPHIE

406 LONGLEAF DRIVE
CHAPEL HILL,NC27517
    OPERATING EXPENSES 250

BOOK HARVEST

2501 UNIVERSITY DRIVE
DURHAM,NC27707
    OPERATING EXPENSES 500

BOSTON CHILDREN'S HOSPITAL

401 PARK DRIVE SUITE 602
BOSTON,MA02215
    OPERATING EXPENSE 30

BUFFALO BILL MEMORIAL ASSOCIATION

720 SHERIDAN AVE
CODY,WY82414
    OPERATING EXPENSES 8,000

CAL POLY - DEVELOPMENT SUPPORT SVCS

1 GRAND AVE
SAN LUIS OBISPO,CA93407
    PROGRAM SERVICES 11,625

CANINE COMPANIONS FOR INDEPENDENCE

PO BOX 446
SANTA ROSA,CA95402
    OPERATING EXPENSES 200

CANINE PARTNERS OF THE ROCKIES

651 POTOMAC ST STE E
AURORA,CO80011
    OPERATING EXPENSES 500

CAPITAL SISTERS INTERNATIONAL INC

601 16TH STSUITE C 310
GOLDEN,CO80401
    OPERATING EXPENSES 250

CARNIVAL EDUCATION FUND INC

4735 SPOTTSWOOD AVENUE
SUITE 103
MEMPHIS,TN38117
    PROGRAM SERVICES 1,000

CAROLINA ABORTION FUND

PO BOX 51534
DURHAM,NC27717
    OPERATING EXPENSES 1,500

CAROLINA FRIENDS SCHOOL

4809 FRIENDS SCHOOL ROAD
DURHAM,NC27705
    OPERATING EXPENSES 500

CATHOLIC CHARITIES OF ACADIANA INC

PO BOX 3177
LAFAYETTE,LA70502
    OPERATING EXPENSES 3,000

CATHOLIC CHURCHES OF NORTH
LOUISIANA
902 OLIVE STREET
SHREVEPORT,LA71104
    PROGRAM SERVICES 61,500

CENTRAL COAST CONCERNED MOUNTAIN
BIKERS
PO BOX 1022
SAN LUIS OBISPO,CA93406
    OPERATING EXPENSES 1,000

CHERRY CREEK SCHOOL DISTRICT
FOUNDATION
4700 S YOSEMITE STREET
SUITE 273
GREENWOOD VILLAGE,CO80111
    OPERATING EXPENSES 2,875

CHILDREN & ARTHRITIS INC

2751 ALBERT BICKNELL DR
SUITE 2E
SHREVEPORT,LA71103
    OPERATING EXPENSES 10,500

CHIMP HAVEN

13600 CHIMPANZEE PLACE
KEITHVILLE,LA71047
    OPERATING EXPENSES 28,500

CHURCH HEALTH CENTER

1350 CONCOURSE AVE
SUITE 142
MEMPHIS,TN38104
    OPERATING EXPENSES 3,575

CHURCH OF RECONCILIATION
PRESBYTERIAN US
110 N ELLIOT RD
CHAPEL HILL,NC27514
    PROGRAM SERVICES 50

COLORADO FRIENDS OF COLORADO WSRP
C/O ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR
SOUTH STE 900
DENVER,CO80246
    OPERATING EXPENSES 625

COMBA

PO BOX 280415
LAKEWOOD,CO80228
    OPERATING EXPENSES 2,000

COMMON GROUND COMMUNITY INC

4830 LINE AVE 117
SHREVEPORT,LA71106
    OPERATING EXPENSES 500

COMPASSION FOR LIVES

7505 PINES RD STE 1235
SHREVEPORT,LA71129
    GENERAL OPERATING 60,000

CONSCIOUS ALLIANCE

3801 INDUSTRIAL LN
BROOMFIELD,CO80020
    OPERATING EXPENSES 1,000

CORNELL UNIVERSITY

BOX 37334
BOONE,IA50037
    OPERATING EXPENSES 500

COUNCIL ON ALCOHOLISM AND DRUG
ABUSE OF NORTHWEST LOUISIANA
2000 FAIRFIELD AVENUE
SHREVEPORT,LA71104
    CAPITAL EXPENSES 72,500

DELIVERING GOOD

266 WEST 37TH STREET 22ND
FLOOR
NEW YORK,NY10018
    PROGRAM SERVICES 12,500

DEMOCRACY NORTH CAROLINA

3000 AERIAL CENTER PKWY
SUITE 160
MOORISVILLE,NC27560
    OPERATING EXPENSES 1,000

DENVER DUMB FRIENDS LEAGUE

2080 S QUEBEC ST
DENVER,CO80231
    OPERATING EXPENSES 500

DENVER PUBLIC SCHOOLS FOUNDATION

1860 LINCOLN STREET 10TH
FLOOR
DENVER,CO80203
    OPERATING EXPENSES 500

DRESS FOR SUCCESS
SHREVEPORT-BOSSIER
1520 N HEARNE AVE SUITE
108
SHREVEPORT,LA71107
    GENERAL OPERATING 25,000

DTH PUBLISHING CORPORATION

109 E FRANKLIN ST
SUITE 210
CHAPEL HILL,NC27514
    OPERATING EXPENSES 250

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120
    OPERATING EXPENSES 500

DZI FOUNDATION

PO BOX 632
RIDGWAY,CO81432
    OPERATING EXPENSES 11,400

EAST ANGEL FRIENDS AND ALUMNI
FOUNDATION
PO BOX 6015
DENVER,CO80206
    OPERATING EXPENSES 500

ELON UNIVERSITY

2615 CAMPUS BOX
ELON,NC27244
    PROGRAM SERVICES 1,000

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104
    OPERATING EXPENSES 250

EVERGREEN PRESBYTERIAN MINISTRIES
INC
2101 HIGHWAY 80
HAUGHTON,LA71037
    PROGRAM SERVICES 1,000

EXPANDING YOUNG MINDS

946 WINTER GARDEN DR 2
SHREVEPORT,LA71107
    PROGRAM SERVICES 5,000

FIRST PRESBYTERIAN CHURCH OF DURHAM

305 EAST MAIN STREET
DURHAM,NC27701
    PROGRAM SERVICES 2,125

FIRST PRESBYTERIAN DAY SCHOOL

900 JORDAN ST
SHREVEPORT,LA71101
    OPERATING EXPENSES 500

FOOD BANK OF NORTHWEST
LOUISIANA
PO BOX 65150
SHREVEPORT,LA71136
    OPERATING EXPENSES 1,500

FORGING YOUTH RESILIENCE

108 ULVERSTON DRIVE
HOLLY SPRINGS,NC27540
    OPERATING EXPENSES 10,450

FOSTERING CHANGE FOUNDATION

2731 HOLLYWOOD AVE
SHREVEPORT,LA71108
    GENERAL OPERATING 30,000

FOUNDATION FOR FIGHTING BLINDNESS

6925 OAKLAND MILLS ROAD
NO 701
COLUMBIA,MD21045
    OPERATING EXPENSES 775

FRIENDS COMMITTEE ON NATIONAL
LEGISLATION EDUCATION FUND
245 2ND ST NE
WASHINGTON,DC20002
    OPERATING EXPENSES 250

FRIENDS OF DEVIN

3509 LAKESHORE DRIVE
SHREVEPORT,LA71109
    PROGRAM SERVICES 11,500

FRIENDS OF STATE PARKS (NORTH
CAROLINA)
PO BOX 37655
RALEIGH,NC27627
    OPERATING EXPENSES 250

FYR DENVER

950 SOUTH CHERRY STREET
SUITE 1140
DENVER,CO80246
    OPERATIING EXPENSES 3,875

GEAUX 4 KIDS INC

1513 DOCTORS DRIVE
STE 100-B
BOSSIER CITY,LA71111
    OPERATING EXPENSES 1,500

GERMANTOWN CHARITY HORSE SHOW

PO BOX 38102
GERMANTOWN,TN38183
    OPERATING EXPENSES 1,000

GINGERBREAD HOUSE

1700 BUCKNER SQUARE
SUITE 101
SHREVEPORT,LA71101
    OPERATING EXPENSES 1,250

GOLDEN RETRIEVER FREEDOM RESCUE

PO BOX 103130
DENVER,CO80250
    OPERATING EXPENSES 50

GOLDEN RETRIEVER RESCUE OF THE
ROCKIES
15350 W 72ND AVE
ARVADA,CO80007
    OPERATING EXPENSES 600

GOODWILL INDUSTRIES OF NORTH
LOUISIANA
800 W 70TH STREET
SHREVEPORT,LA71106
    PROGRAM SERVICES 15,000

GRACE COMMUNITY OUTREACH
MINISTRIES INC
8222 MANSFIELD ROAD
SHREVEPORT,LA71108
    GENERAL OPERATING 20,000

GREATER PARK HILL COMMUNITY

2823 FAIRFAX ST
DENVER,CO80207
    OPERATING EXPENSES 150

GULF SOUTH GOLDEN RETRIEVER RESCUE

2664 CHOCTAW TRAIL
MARIANNA,FL32446
    OPERATING EXPENSES 500

HALLETT ACADEMY

2950 JASMINE ST
DENVER,CO80207
    OPERATING EXPENSES 1,000

HOLY ANGELS

10450 ELLERBE ROAD
SHREVEPORT,LA71106
    PROGRAM SERVICES 50,000

HOPE CONNECTIONS INC

2350 LEVY STREET
SHREVEPORT,LA71103
    OPERATING EXPENSES 1,500

HOSPITALITY HUB

590 WASHINGTON AVE
MEMPHIS,TN38105
    OPERATING EXPENSES 7,000

HUMANE SOCIETY OF NORTHWEST
LOUISIANA
2544 LINWOOD AVE
SHREVEPORT,LA71103
    PROGRAM SERVICES 9,000

INNOCENCE PROJECT NEW ORLEANS

4051 ULLOA STREET
NEW ORLEANS,LA70119
    GENERAL OPERATING 15,000

INSTITUTE FOR NONPROFIT
ADMINISTRATION AND RESEARCH LSUS
ONE UNIVERSITY PLACE
SHREVEPORT,LA71115
    PROGRAM SERVICES 72,500

INTER-FAITH COUNCIL FOR SOCIAL
SERVICES
110 W MAIN STREET
CARRBORO,NC27510
    OPERATING EXPENSES 25

JAFFERY PUBLIC LIBRARY

38 MAIN STREET
JAFFERY,NH03452
    PROGRAM SERVICES 1,000

JUDI'S HOUSE

1741 GAYLORD STREET
DENVER,CO80206
    OPERATING EXPENSES 500

JUNETEENTH MUSIC FESTIVAL

PO BOX 460454
GLENDALE,CO80246
    OPERATING EXPENSES 2,000

KIDS MEALS

330 GARDEN OAKS
HOUSTON,TX77018
    OPERATING EXPENSES 500

LEGAL COUNSEL FOR YOUTH AND
CHILDREN
PO BOX 28629
SEATTLE,WA98118
    OPERATING EXPENSES 1,000

LES PASSEES

5489 MURRAY AVE
MEMPHIS,TN38119
    PROGRAM SERVICES 1,000

LITERACY VOLUNTEERS AT CENTENARY
COLLEGE
2911 CENTENARY BLVD PO
BOX 41188
SHREVEPORT,LA71134
    PROGRAM SERVICES 15,525

MAKE-A-WISH MID-SOUTH

1780 MORIAH WOODS BLVD
SUITE 10
MEMPHIS,TN38117
    OPERATING EXPENSES 500

MARTIN LUTHER KING HEALTH CENTER

865 OLIVE STREET
SHREVEPORT,LA71104
    PROGRAM SERVICES 30,380

MICHAEL J FOX FOUNDATION

GRAND CENTRAL STATION PO
BOX 4777
NEW YORK,NY10163
    OPERATING EXPENSES 1,000

MID-SOUTH FOOD BANK

3865 SOUTH PERKINS RD
MEMPHIS,TN38118
    OPERATING EXPENSES 1,000

MORRIS ANIMAL FOUNDATION

720 S COLORADO BLVD
SUITE 174A
DENVER,CO80246
    PROGRAM SERVICES 1,500

MY BLACK AND BROWN INC

3509 GLASS MOUNTAIN TRL
KELLER,TX76244
    GENERAL OPERATING 37,500

NATIONAL KIDNEY FOUNDATION
OF LOUISIANA INC
8200 HAMPSON STREET
SUITE 425
NEW ORLEANS,LA70118
    PROGRAM SERVICES 15,000

NORTH CAROLINA JUSTICE CENTER

PO BOX 28068
RALEIGH,NC27611
    PROGRAM SERVICES 1,000

ONE GREAT RIVER OF LOUISIANA INC

PO BOX 44349
SHREVEPORT,LA71134
    PROGRAM SERVICES 37,500

PARK HILL ELEMENTARY PTA

5050 EAST 19TH AVENUE
DENVER,CO80220
    OPERATING EXPENSES 888

PARTNERS IN HEALTH

PO BOX 996
FREDERICK,MD210759942
    OPERATING EXPENSES 6,000

PET SAVERS

632 DUDLEY DR
SHREVEPORT,LA71104
    OPERATING EXPENSES 1,000

PHILADELPHIA CENTER

2020 CENTENARY BOULEVARD
SHREVEPORT,LA71104
    PROGRAM SERVICES 21,000

PLANNED PARENTHOOD OF THE ROCKY
MOUNTAINS INC
7155 E 38TH AVE
DENVER,CO80207
    OPERATING EXPENSES 6,303

PLANNED PARENTHOOD SOUTH ATLANTIC

100 SOUTH BOYLAN AVENUE
RALEIGH,NC27603
    OPERATING EXPENSES 8,411

PLANT A SEED IN OUR YOUTH FOUNDATIO

1518 COX STREET
BOSSIER CITY,LA71111
    CAPITAL EXPENSES 41,000

RELIGIOUS COALITION FOR
REPRODUCTIVE CHOICE
1413 K STREET NW 14TH
FLOOR
WASHINGTON,DC20005
    OPERATING EXPENSES 250

RENESTING PROJECT INC

1331 DRIFTWOOD DRIVE
BOSSIER CITY,LA71111
    PROGRAM SERVICES 40,000

RENZI EDUCATION AND ART CENTER

435 EGAN STREET
SHREVEPORT,LA71101
    GENERAL OPERATING 15,000

ROBINSON'S RESCUE LOW COST SPAY
& NEUTER
2515 LINE AVENUE
SHREVEPORT,LA71104
    GENERAL OPERATING 34,000

SACRED WATERS CO FOUNDATION INC

135 COUNTRY CENTER DR
STE F 20
PAGOSA SPRINGS,CO81147
    OPERATING EXPENSES 500

SANCTUARY ARTS SCHOOL

423 LAKE ST
SHREVEORT,LA71101
    OPERATING EXPENSES 1,750

SEMESTER AT SEA INST FOR SHIPBOARD
EDUCATION
PO BOX 842945
DALLAS,TX75284
    OPERATING EXPENSES 500

SCHECKLER FOUNDATION

1011 CALLE AMANECER
SAN CLEMENTE,CA92673
    OPERATING EXPENSES 500

SHREVE MEMORIAL LIBRARY FOUNDATION

885 BERT KOUNS INDUSTRIAL
LOOP
SHREVEPORT,LA71118
    PROGRAM SERVICES 40,532

SHREVEPORT BAR FOUNDATION

625 TEXAS ST
SHREVEPORT,LA71101
    PROGRAM SERVICES 50,000

SHREVEPORT COMMON

801 CROCKETT ST
SHREVEPORT,LA71101
    OPERATING EXPENSES 3,000

SHREVEPORT GREEN

3625 SOUTHERN AVENUE
SHREVEPORT,LA71104
    PROGRAM SERVICES 22,675

SHREVEPORT PREGNANCY CENTER

2120 BERT KOUNS
INDUSTRIAL LOOP SUITE M
SHREVEPORT,LA71118
    OPERATING EXPENSES 5,500

SICKLE CELL DISEASE ASSOC OF AMERIC
INC NORTHWEST LOUISIANA CHAPTER
3658 JUDSON STREET
SHREVEPORT,LA71109
    GENERAL OPERATING 20,000

SISTERSONG WOMEN OF COLOR
REPRODUCTIVE JUSTICE COLLECTIVE
PO BOX 94408
ATLANTA,GA30377
    OPERATING EXPENSES 500

SOUTH HIGHLANDS FOUNDATION INC

831 ERIE STREET
SHREVEPORT,LA71106
    OPERATING EXPENSES 2,000

SOUTHEAST YOUTH AND FAMILY SERVICES

3722 S HUDSON ST
SEATTLE,WA98118
    OPERATING EXPENSES 1,000

SOUTHERN POVERTY LAW CENTER

400 WASHINGTON AVENUE
MONTGOMERY,AL36104
    OPERATING EXPENSES 250

SOUTHERN UNIVERSITY AT SHREVEPORT

1500 NORTH MARKET
SHREVEPORT,LA71107
    PROGRAM SERVICES 50,000

ST LUKE'S EPISCOPAL MOBILE MEDICAL
MINISTRY
PO BOX 53074
SHREVEPORT,LA71135
    OPERATING EXPENSES 500

ST LUKE'S UNITED METHODIST CHURCH

PO BOX 22013
HOUSTON,TX77227
    OPERATING EXPENSES 13,000

STEDMAN PTA

2940 DEXTER ST
DENVER,CO80207
    OPERATING EXPENSES 1,000

SUPERMEN FOR CHRIST INC

4153 PINES RD
SHREVEPORT,LA71119
    GENERAL OPERATING 71,500

THE ALLIANCE FOR MEDIA ARTS-
CULTURE INC
1919 SOUTH SYRINGA ROAD
SPOKANE,WA99203
    PROGRAM SERVICES 1,000

THE ARC CADDO-BOSSIER

351 JORDAN ST
SHREVEPORT,LA71101
    PROGRAM SERVICES 50,000

THE BRIDGE ALZHEIMER'S & DEMENTIA
RESOURCE CENTER
851 OLIVE STREET
SHREVEPORT,LA71104
    PROGRAM SERVICES 75,000

THE CHERRY HILLS LAND PRESERVE

PO BOX 522
ENGLEWOOD,CO80151
    OPERATING EXPENSES 1,000

THE CHILDREN'S HOSPITAL COLORADO
FOUNDATION
13123 E 16TH AVE
BOX 045
AURORA,CO80045
    OPERATING EXPENSES 2,600

THE COLORADO TRAIL FOUNDATION

710 10TH ST RM 210
GOLDEN,CO80401
    OPERATING EXPENSES 500

THE GEORGE WASHINGTON UNIVERSITY

PO BOX 98131
WASHINGTON,DC20077
    OPERATING EXPENSES 250

THE GOLDSTEIN FUND

210 KINGS HWY
SHREVEPORT,LA71104
    OPERATING EXPENSES 500

THE HIGHLAND CENTER

520 OLIVE STREET
SHREVEPORT,LA71104
    GENERAL OPERATING 32,750

THE MCCALLIE SCHOOL

500 DODDS AVE
CHATTANOOGA,TN37404
    OPERATING EXPENSES 1,000

THE MORGAN ADAMS FOUNDATION

5303 E EVANS AVE
STE 200
DENVER,CO80222
    OPERATING EXPENSES 3,000

THE NATURE CONSERVANCY

4245 N FAIRFAX DR STE
100
ARLINGTON,VA22203
    OPERATING EXPENSES 26

THE STRAND THEATRE

PO BOX 1547
SHREVEPORT,LA71165
    PROGRAM SERVICES 1,500

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069
    OPERATING EXPENSES 25

THERE WITH CARE-DENVER

7808 CHERRY CREEK SOUTH D
SUITE 213
DENVER,CO80231
    OPERATING EXPENSES 5,625

TRAINING EDUCATION AND MEDIATION
FOR STUDENTS INC TEAMS
1545 LINE AVE
STE 228
SHREVEPORT,LA71101
    GENERAL OPERATING 30,000

TRANSPLANTING TRADITIONS

PO BOX 394
CARRBORO,NC27510
    OPERATING EXPENSES 500

TRUTHOUT

PO BOX 276414
SACRAMENTO,CA95827
    OPERATING EXPENSES 65

UNION THEOLOGICAL SEMINARY

3041 BROADWAY BOX 47
NEW YORK,NY10027
    PROGRAM SERVICES 60

UNITED WAY OF NORTHWEST LOUISIANA

820 JORDAN STE 370
SHREVEPORT,LA71101
    PROGRAM SERVICES 30,000

UNIVERSITY OF DENVER-STURM COLLEGE
OF LAW
PO BOX 910585
DENVER,CO80291
    OPERATING EXPENSES 1,000

UNIVERSITY OF PENNSYLVANIA

PO BOX 71332
PHILADELPHIA,PA19176
    OPERATING EXPENSES 500

VOLUNTEERS FOR OUTDOOR COLORADO

PO BOX 100577
DENVER,CO80250
    OPERATING EXPENSES 500

VOLUNTEERS FOR YOUTH JUSTICE

900 JORDON STREET
SUITE 102
SHREVEPORT,LA71101
    PROGRAM SERVICES 51,500

WEB DUBOIS CHILD ENRICHMENT
CENTER
PO BOX 1897
SHREVEPORT,LA71166
    GENERAL OPERATING 25,000

WILD SALMON CENTER

721 NW NINTH AVE
SUITE 300
PORTLAND,OR97209
    OPERATING EXPENSES 500

WUNC NC PUBLIC RADIO

120 FRIDAY CENTER DR
CHAPEL HILL,NC27517
    OPERATING EXPENSES 150

YOUTH ENRICHMENT PROGRAM

4700 LINE AVENUE
SUITE 207
SHREVEPORT,LA71106
    GENERAL OPERATING 39,000
Total .................................right arrow 3a 1,549,445
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 150,141  
4 Dividends and interest from securities ....     14 597,942  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     15 10,844 71,271
8 Gain or (loss) from sales of assets other than
inventory ............
        1,189,652
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) ..   758,927 1,260,923
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,019,850
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,000 2,700   6,300

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

TY 2022 DepreciationSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
COMPUTER 2006-03-15 727 727 S/L 5.0000        
OFFICE SOFTWARE 2006-03-15 480 480   3.0000        
DESKTOP COMPUTER 2010-08-24 1,296 1,296 200DB 5.0000        
CONFERENCE TABLE 2013-12-03 1,093 1,093 S/L 7.0000        
LAPTOP 2017-06-20 888 888 S/L 3.0000        
I-CLICKERS 2017-06-20 2,738 2,580 200DB 5.0000 158      
PROJECTOR 2017-07-19 658 658 S/L 3.0000        
FURNITURE & FIXTURES 2006-02-15 3,632 3,632 S/L 7.0000        
DELL INSPIRON COMPUTER 2019-10-22 1,286 1,286 200DB 5.0000        

TY 2022 InvestmentsCorpStockSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Name of Stock End of Year Book Value End of Year Fair Market Value
BROKER INVESTMENTS 18,940,911 18,786,438

TY 2022 LandEtcSchedule2
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE & FIXTURES 12,798 12,798    


TY 2022 OtherAssetsSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
BEAIRD PROPERTIES LLC 4,344,012 3,738,262 11,554,210


TY 2022 OtherExpensesSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
DUES 2,295     2,295
EMPLOYEE HEALTH INSURANCE 10,871     10,871
INSURANCE 1,700     1,700
MEMBER COMPENSATION 5,063     5,063
OFFICE EXPENSE 16,421     16,421
PROFESSIONAL DEVELOPMENT 8,168     8,168
TRAVEL EXPENSE 1,408     1,408


TY 2022 OtherIncomeSchedule2
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BEAIRD PROPERTIES 71,271 71,271  
BEAIRD PROPERTIES 10,844 10,844  


TY 2022 OtherProfessionalFeesSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BERNSTEIN ADVISORS 127,678 127,678    


TY 2022 TaxesSchedule
Name:
CAROLYN W & CHARLES T BEAIRD
 
FAMILY FOUNDATION
EIN:
72-6027212
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX ON INVESTMENT INCOME 26,829      
FILING FEES 23     23
FOREIGN TAXES PAID 9,361 9,361    
PAYROLL TAXES 6,114     6,114