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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE BIEDENHARN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)12625 VILLA MILANO DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WORTH, TX76126
A Employer identification number

72-1052971
B Telephone number (see instructions)

(817) 522-2226
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$7,290,118J 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      
4 Dividends and interest from securities... 147,962 147,962 147,962
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 207,653
b Gross sales price for all assets on line 6a 2,026,030
7 Capital gain net income (from Part IV, line 2)... 207,653
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,558 13,558 13,558
12 Total. Add lines 1 through 11........ 369,173 369,173 161,520
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 245,000 122,500 0 0
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
List of Attached Documents:
// Content
14,810 14,810 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,595 1,862 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109,127 67,811 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 373,532 206,983 0 0
25 Contributions, gifts, grants paid....... 350,054 350,054
26 Total expenses and disbursements. Add lines 24 and 25 723,586 206,983 0 350,054
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -354,413
b Net investment income (if negative, enter -0-) 162,190
c Adjusted net income (if negative, enter -0-)... 161,520
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 17,300 60,189 60,189
2 Savings and temporary cash investments.........      
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)..... 3,000 22,063 22,063
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,037,506 Click to see attachment
List of Attached Documents:
// Content
1,019,290 		965,114
b Investments—corporate stock (attach schedule)....... 3,181,123 Click to see attachment
List of Attached Documents:
// Content
2,902,208 		3,990,540
c Investments—corporate bonds (attach schedule)....... 383,597 Click to see attachment
List of Attached Documents:
// Content
374,655 		348,201
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).......... 2,062,247 Click to see attachment
List of Attached Documents:
// Content
1,951,955 		1,904,011
14 Land, buildings, and equipment: basis right arrow9,403
Less: accumulated depreciation (attach schedule) right arrow9,403      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,684,773 6,330,360 7,290,118
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 9,315,001 9,315,001
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -2,630,228 -2,984,641
29 Total net assets or fund balances (see instructions)..... 6,684,773 6,330,360
30 Total liabilities and net assets/fund balances (see instructions). 6,684,773 6,330,360
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
6,684,773
2
Enter amount from Part I, line 27a .....................
2
-354,413
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,330,360
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,330,360
Form 990-PF (2023)
Form 990-PF (2023)
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 US TSY 2 .750% AUG 15 2032 P 2022-11-17 2023-03-29
b US TSY 2.750% APR 30 2027 P 2022-05-06 2023-03-29
c US TSY 3.250% AUG 31 2024 P 2022-12-08 2023-05-24
d ADVNCO MICRO D INC P 2023-06-12 2023-11-29
e APTIV PLC SHS P 2022-07-13 2023-07-05
ALLEGION PLC SHS P 2023-06-29 2023-11-29
ANALOG DEVICES INC COM P 2023-03-13 2023-11-03
BP PLC SPON ADR P 2022-08-03 2023-01-12
CAPITAL ONE FINL P 2022-07-12 2023-02-07
COGNIZANT TECH SOLUTNS A P 2022-10-03 2023-05-04
CBRE GROUP INC CL A P 2023-03-13 2023-06-23
DUN AND BRADSTREET HLDGS INC P 2022-12-12 2023-11-29
EQT CORP P 2023-03-13 2023-07-24
FIDELITY NATL INFO SVCS P 2023-03-13 2023-05-04
FLEETCOR TECHNOLOGIS INC P 2023-03-13 2023-12-07
1ST CTZNS BNCSHS INC A P 2023-03-13 2023-04-28
FID NAT/ONAL FINL INC FNF GROU P 2023-01-13 2023-10-05
GENERAL MOTORS CO P 2023-03-13 2023-11-28
BATH & BODY WORKS INC P 2023-03-13 2023-04-19
LPL FINANCIAL HOLDINGS SHS P 2023-06-23 2023-11-29
MARVELL TECH INC P 2023-05-03 2023-11-29
MEDTRONIC PLC SHS P 2023-06-21 2023-11-29
MICRON TECHNOLOGY INC P 2023-11-01 2023-12-21
MONSTER BEVERAGE SHS P 2022-04-13 2023-03-13
SHELL PLC P 2023-07-12 2023-10-05
SEALED AIR CORP (NEW) P 2023-03-13 2023-09-07
SKECHERS US A INC CL A P 2023-04-28 2023-11-29
SCHWAB CHARLES CORP NEW P 2023-03-13 2023-06-28
SONY GROUP CORP P 2023-03-20 2023-10-05
TENET HEALTHCARE CORP COM NEW P 2023-02-03 2023-11-29
VERIZON COMMUN/CA TNS COM P 2023-10-19 2023-11-29
VOYA FINL INC SHS P 2022-09-28 2023-07-05
ZEBRA TECHNOLOGIES CRP A P 2023-08-23 2023-12-21
APPLE INC 7 .65%MA Y11 30 P 2022-03-21 2023-10-30
ABBVIE INC 2.95%NOV21 P 2021-01-25 2023-09-29
CIGNA CORP 2.40%MAR15 P 2020-10-06 2023-01-26
GOLDMAN SACHS GROUP P 2021-03-05 2023-03-08
MARSH & MCLENNAN 4.37% 29 P 2019-01-11 2023-03-29
ORACLE CORP 2.95%APR0130 P 2020-11-18 2023-03-29
US BANCORP P 2018-11-07 2023-03-29
US TSY 7.375% OCT 31 2028 P 2021-11-10 2023-11-16
US TSY 0.500% NOV 30 2023 P 2021-12-02 2023-11-30
US TSY 7.750 % JAN 31 2029 P 2022-02-24 2023-03-29
US TSY 1.62 5% MAY 15 2026 P 2019-09-25 2023-03-29
US TSY 2.625% FEB 15 2029 P 2019-06-06 2023-03-29
US TSY 2 .250% NOV 15 2024 P 2018-05-29 2023-03-29
US TSY 0.500% FEB 28 2026 P 2021-03-05 2023-08-25
AVANTOR INC P 2021-09-13 2023-11-29
AMAZON COM INC COM P 2020-03-16 2023-12-21
APTIV PLC SHS P 2022-07-13 2023-11-29
AXALTA COATING SYSTEMS LTD SHS P 2020-06-11 2023-11-29
ALPHABET INC SHS CL C P 2018-05-29 2023-11-29
ALPHABET INC SHS CLA P 2018-05-29 2023-12-21
ANALOG DEVICES INC COM P 2021-10-29 2023-11-03
APPLE INC P 2018-05-29 2023-11-29
APPLIED MATERIAL INC P 2020-09-10 2023-12-07
BP PLC SPON ADR P 2022-08-03 2023-11-29
BERKSHIRE HATHAWAY/NC DEL CL B NEW P 2020-05-20 2023-11-29
COMCAST CORP NEW CL A P 2018-05-29 2023-11-29
CORTEVA INC REG SHS P 2019-07-16 2023-11-29
CAPITAL ONE FINL P 2021-01-27 2023-02-07
COGNIZANT TECH SOLUTNS A P 2022-10-04 2023-12-21
CONOCOPHILLIPS P 1998-01-24 2023-11-29
CATERPILLAR INC DEL P 2022-01-28 2023-11-29
CIENA CORP P 2021-05-18 2023-11-29
CBRE GROUP INC CL A P 2022-04-19 2023-06-23
DOLLAR TREE INC P 2019-08-12 2023-11-29
DOLLAR GENERAL CORP P 2021-03-26 2023-11-29
EQT CORP P 2022-01-28 2023-07-24
FOX CORP REG SHS CL A P 2020-07-24 2023-12-21
FIDELITY NATL INFO SVCS INC P 2021-08-03 2023-05-03
FLEETCOR TECHNOLOGIS INC P 2021-10-15 2023-12-07
META PLATFORMS INC CLASS A COMMON STOCK P 2020-02-28 2023-12-21
FORT/VE CORP SHS P 2018-05-29 2023-11-29
GENERAL MOTORS CO P 2020-08-11 2023-11-28
HUMANA/NC P 2020-11-16 2023-10-05
ISHARES TR CORE MSC/ EAF ETF P 2018-05-29 2023-12-21
INTERCONTINENTAL EXCHANGE INC P 2020-12-01 2023-11-29
JPMORGAN CHASE & CO P 2018-05-29 2023-11-29
BATH & BODY WORKS INC P 2022-03-10 2023-04-19
LABORATORY CP AMER HLDGS P 2020-03-20 2023-12-12
LAS VEGAS SANOS CORP P 2021-02-19 2023-10-05
MONOELEZ INTERNA T/ONAL INC P 2021-12-17 2023-11-29
MICROSOFT CORP P 2018-05-29 2023-12-21
MONSTER BEVERAGE SHS P 2022-05-04 2023-11-29
NORFOLK SOUTHERN CORP P 2021-12-06 2023-03-27
NOVO P 2019-01-09 2023-11-29
OTIS WORLDWIDE CORP REG P 2021-11-01 2023-11-29
PROGRESSIVE CRP OHIO P 2021-11-30 2023-11-01
REINSURNCE GROUP AMERICA P 2022-05-13 2023-11-29
ROSS STORES INC P 2020-06-29 2023-11-29
SEALED AIR CORP (NEW) P 2021-08-04 2023-09-06
SANOFI ADR P 2020-03-10 2023-11-29
ELEVANCE HEALTH INC P 2023-01-10 2023-10-05
UNILEVER PLC NEW ADR P 2019-01-11 2023-10-05
UNITEDHEAL TH GROUP INC P 2019-01-02 2023-12-21
VISA INC CL A SHRS P 2020-03-19 2023-11-29
VEEVA SYS INC P 2021-01-06 2023-11-29
VOYA FINL INC SHS P 2022-09-28 2023-11-29
WORLD WRESTLING P 2021-08-05 2023-07-05
BLACKROCK ALLOCAT/ON P 2018-06-16 2023-03-29
BLACKROCK STRATEGIC P 2018-05-29 2023-03-13
BLACKROCK GLOBAL P 2018-05-29 2023-12-21
FHLMC SD 8206 P 2023-12-26 2023-12-26
FHLMC SD 2254 03 50%2052 P 2023-12-26 2023-12-26
FHLMC G1 8684 P 2023-04-17 2023-04-17
FHLMC SD 8277 P 2023-12-26 2023-12-26
FHLMC SD 8107 P 2023-12-26 2023-12-26
FNMA PFM3982 P 2023-12-26 2023-12-26
FNMA PMA4357 P 2023-12-26 2023-12-26
FNMA PMA4378 P 2023-12-26 2023-12-26
FNMA PMA4379 P 2023-12-26 2023-12-26
FHLMC SO 8161 P 2023-12-26 2023-12-26
FHLMC SO 8188 P 2023-12-26 2023-12-26
FNMA PFS0114 P 2023-12-26 2023-12-26
FHLMC GO 8741 P 2023-12-26 2023-12-26
FHLMC SD 8191 P 2023-12-26 2023-12-26
FNMA PMA3088 P 2023-12-26 2023-12-26
FNMA PMA3720 P 2023-12-26 2023-12-26
FHLMC GO 8784 P 2023-12-26 2023-12-26
FHLMC G1 8684 P 2018-07-23 2023-04-19
FNMA PFS0114 P 2022-03-21 2023-04-19
(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 935   920 15
b 2,882   2,963 -81
c 17,639   17,648 -9
d 4,963   4,963 0
e 2,385   2,052 333
3,251   3,508 -257
506   545 -39
3,221   2,711 510
12,168   10,940 1,228
10,748   9,909 839
1,419   1,473 -54
3,183   3,920 -737
1,534   1,209 325
17,586   21,361 -3,775
2,559   1,905 654
78,870   55,585 23,285
2,775   2,890 -115
1,691   2,087 -396
12,976   10,341 2,635
3,693   3,549 144
5,416   3,920 1,496
4,885   5,476 -591
9,267   7,847 1,420
1,628   1,341 287
2,126   2,100 26
12,587   17,094 -4,507
4,129   3,687 442
38,040   48,392 -10,352
5,769   5,844 -75
6,787   5,471 1,316
2,571   2,149 422
3,910   3,344 566
5,024   5,024 0
15,263   19,081 -3,818
1,896   2,127 -231
17,303   20,614 -3,311
29,000   29,000 0
1,969   2,013 -44
1,752   2,178 -426
9,299   9,436 -137
19,885   22,952 -3,067
66,548   66,911 -363
1,796   1,980 -184
1,869   2,000 -131
1,886   2,057 -171
29,930   30,199 -269
87,487   95,659 -8,172
7,472   15,127 -7,655
39,753   26,421 13,332
3,870   4,193 -323
7,617   5,811 1,806
8,505   3,537 4,968
17,081   7,179 9,902
73,236   71,186 2,050
18,218   4,771 13,447
30,228   12,952 17,276
8,018   6,585 1,433
29,613   15,140 14,473
32,709   24,207 8,502
9,333   5,476 3,857
33,750   31,030 2,720
6,355   5,387 968
12,498   3,690 8,808
52,617   43,964 8,653
28,025   30,607 -2,582
45,919   33,775 12,144
8,197   6,931 1,266
4,376   6,859 -2,483
60,094   30,504 29,590
29,274   28,091 1,183
33,567   86,792 -53,225
70,252   74,272 -4,020
59,132   47,570 11,562
11,019   9,914 1,105
45,262   46,703 -1,441
15,194   12,908 2,286
35,858   34,884 974
10,532   10,269 263
14,627   10,513 4,114
36,700   54,646 -17,946
48,918   26,843 22,075
2,913   3,974 -1,061
8,038   7,569 469
58,684   17,434 41,250
31,021   22,681 8,340
43,907   43,784 123
22,404   6,556 15,848
27,823   17,646 10,177
24,394   16,616 7,778
17,974   13,696 4,278
37,163   26,518 10,645
27,007   43,215 -16,208
23,860   22,498 1,362
6,862   4,615 2,247
3,930   4,783 -853
13,295   6,350 6,945
81,611   65,114 16,497
5,806   8,791 -2,985
3,830   3,284 546
4,011   2,006 2,005
7,417   8,186 -769
9,037   9,587 -550
17,948   19,654 -1,706
259   259 0
806   806 0
284   284 0
1,725   1,725 0
990   990 0
298   298 0
2,181   2,181 0
3,182   3,182 0
3,518   3,518 0
275   275 0
405   405 0
93   93 0
2,145   2,145 0
237   237 0
621   621 0
107   107 0
1,522   1,522 0
5,605   5,890 -285
2,017   2,170 -153
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       15
b       -81
c       -9
d       0
e       333
      -257
      -39
      510
      1,228
      839
      -54
      -737
      325
      -3,775
      654
      23,285
      -115
      -396
      2,635
      144
      1,496
      -591
      1,420
      287
      26
      -4,507
      442
      -10,352
      -75
      1,316
      422
      566
      0
      -3,818
      -231
      -3,311
      0
      -44
      -426
      -137
      -3,067
      -363
      -184
      -131
      -171
      -269
      -8,172
      -7,655
      13,332
      -323
      1,806
      4,968
      9,902
      2,050
      13,447
      17,276
      1,433
      14,473
      8,502
      3,857
      2,720
      968
      8,808
      8,653
      -2,582
      12,144
      1,266
      -2,483
      29,590
      1,183
      -53,225
      -4,020
      11,562
      1,105
      -1,441
      2,286
      974
      263
      4,114
      -17,946
      22,075
      -1,061
      469
      41,250
      8,340
      123
      15,848
      10,177
      7,778
      4,278
      10,645
      -16,208
      1,362
      2,247
      -853
      6,945
      16,497
      -2,985
      546
      2,005
      -769
      -550
      -1,706
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      0
      -285
      -153
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 2 207,653
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 14,955
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 2,254
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 0
3 Add lines 1 and 2........................... 3 2,254
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 2,254
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 598
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 598
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 85
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,741
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 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrow
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowPHIL HALEY Telephone no.right arrow (318) 227-4611

Located atright arrow401 MARKET ST SUITE 800SHREVEPORTLA 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
ROSS WALKER PRESIDENT
35.00 		120,000 0 0
777 ARABIAN WAY
BENTON,LA710068813
COLBY LORANT VICE PRESIDENT
2.00 		1,000 0 0
806 CHARTRES DRIVE
SHREVEPORT,LA71115
REINA WALKER BAILEY SECRETARY
35.00 		120,000 0 0
12609 VILLA MILANO DRIVE
FORT WORTH,TX76126
KYLE LEHMAN TRUSTEE
1.00 		1,000 0 0
302 AMERICANA DRIVE
SHREVEPORT,LA71105
RANDY WALKER TRUSTEE
1.00 		1,000 0 0
7302 WHISPERING PINES ROAD
SHREVEPORT,LA71129
TAYLOR TARR TRUSTEE
1.00 		1,000 0 0
777 ARABIAN WAY
BENTON,LA710068813
CHRIS BAILEY TRUSTEE
1.00 		1,000 0 0
12609 VILLA MILANO DRIVE
FORT WORTH,TX76126
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 0
Form 990-PF (2023)
Form 990-PF (2023)
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 arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
7,041,260
b
Average of monthly cash balances.......................
1b
157,935
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,199,195
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,199,195
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
107,988
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,091,207
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
354,560
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
354,560
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,254
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,254
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
352,306
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
352,306
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
352,306
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
350,054
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
350,054
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 352,306
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 130,744
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 350,054
a Applied to 2022, but not more than line 2a 130,744
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 219,310
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		132,996
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
REINA WALKER BAILEY
12609 VILLA MILANO DRIVE
FORT WORTH,TX76126
(817) 522-2226
REINAWALKER@YAHOO.COM
bThe form in which applications should be submitted and information and materials they should include:
COPY OF 501 (C) LETTER AND RECENT FINANCIAL STATEMENTS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
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 SHARE

15 WEST 26TH ST
NEW YORK,NY10010 		NONE PUBLIC CHARITABLE 8,750

BIG CYPRESS

33100 TAMIAMI TRAIL EAST
OCHOPEE,FL34141 		NONE PUBLIC CHARITABLE 5,000

BOSSIER PARISH SCHOOLS

2719 AIRLINE DRIVE
BOSSIER CITY,LA71111 		NONE PUBLIC EDUCATIONAL 60,000

BULL BUTEAU FOUNDATION

711 ONTARIO STREET
SHREVEPORT,LA71106 		NONE PUBLIC CHARITABLE 40,000

CADA

2000 FAIRFIELD AVE
SHREVEPORT,LA71104 		NONE PUBLIC CHARITABLE 20,000

CHILENO BAY FOUNDATION

14605 N 73RD ST
SCOTTSDALE,AZ85260 		NONE PUBLIC CHARITABLE 5,000

COMMUNITY RENEWAL INTERNATIONAL

PO BOX 4678
SHREVEPORT,LA71134 		NONE PUBLIC CHARITABLE 20,000

CONGRAGATION SISTERS

3134 HUNDRED OAKS AV
BATON ROUGE,LA70808 		NONE PUBLIC CHARITABLE 5,844

DRESS FOR SUCCESS

1520 N HEARNE AVE 108
SHREVEPORT,LA71107 		NONE PUBLIC CHARITABLE 10,000

DUCKS UNLIMITED

ONE WATERFOWL WAY
MEMPHIS,TN38120 		NONE PUBLIC CHARITABLE 25,000

EVERGREEN HOUSE

622 MISSISSIPPI AVE
BEMIDJE,MN56601 		NONE PUBLIC CHARITABLE 10,000

FB CHURCH SCHOOL

533 OCKLEY DRIVE
SHREVEPORT,LA71106 		NONE PUBLIC EDUCATIONAL 10,000

GINGERBREAD HOUSE

1700 BUCKNER ST 101
SHREVEPORT,LA71101 		NONE PUBLIC CHARITABLE 20,000

HOLY ANGELS

10450 ELLERBE RD
SHREVEPORT,LA71106 		NONE PUBLIC CHARITABLE 20,000

KELLY MCGIMSEY FOUNDATION

630 MONROVIA STREET
SHREVEPORT,LA71106 		NONE PUBLIC CHARITABLE 20,000

MILITARY AFFAIRS

180 EAST MAIN STREET
NEW ROADS,LA70760 		NONE PUBLIC CHARITABLE 3,600

NO LIMITS JUST FAITH 5K

PO BOX 1418
BATON ROUGE,LA71006 		NONE PUBLIC CHARITABLE 4,200

PARKER COUNTY FOUNDATION

T200 PALO PINTO ST
WEATHERFORD,TX76086 		NONE PUBLIC CHARITABLE 5,000

PET SAVERS

12824 E NORA AVE
SPOKANE VALLEY,WA99216 		NONE PUBLIC CHARITABLE 10,000

PROVIDENCE HOUSE

814 COTTON ST
SHREVEPORT,LA71101 		NONE PUBLIC CHARITABLE 20,000

RIVER CROSS

PO BOX 91301
RALEIGH,NC27675 		NONE PUBLIC EDUCATION 3,000

SHREVEPORT-BOSSIER RESCUE MISSION

901 MCNEIL ST
SHREVEPORT,LA71101 		NONE PUBLIC CHARITABLE 20,000

ST HELENA HOSPITAL FOUNDATION

10 WOODLAND RD
ST HELENA,CA94574 		NONE PUBLIC CHARITABLE 2,160

WTL MINISTRIES

700 MAIN ST SUITE 203
PELLA,IA50219 		NONE PUBLIC CHARITABLE 2,500
Total .................................right arrow 3a 350,054
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 147,962  
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 5,084 8,474
8 Gain or (loss) from sales of assets other than
inventory ............ 		        207,653
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 153,046 216,127
13Total. Add line 12, columns (b), (d), and (e)..................
13
369,173
(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.)
8 THE FOUNDATION USED INVESTMENT INCOME TO PAY CONTRIBUTIONS TO VARIOUS CHARITIES THROUGHOUT THE YEAR TO HELP THEM ACCOMPLISH THEIR CHARITABLE MISSIONS.
Form 990-PF (2023)
Form 990-PF (2023)
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
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Form 990-PF (2023)
Additional Data


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,810 14,810 0 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 374,655 348,201

TY 2023 InvestmentsCorpStockSchedule
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 2,902,208 3,990,540

TY 2023 InvestmentsGovtObligationsSch
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
US Government Securities - End of Year Book Value:

1,019,290
US Government Securities - End of Year Fair Market Value:

965,114
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS AT COST 1,883,994 1,836,050
MONEY MARKET AT COST 67,961 67,961

TY 2023 OtherExpensesSchedule
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEE 547 547 0 0
BROKER FEES 63,620 63,620 0 0
MEALS 14,718 0 0 0
INSURANCE 3,160 0 0 0
REIMBURSEMENT 16,328 0 0 0
MISCELLANEOUS EXPENSE 7,110 0 0 0
BOND AMORTIZATION 3,484 3,484 0 0
SEVERANCE TAX 160 160 0 0


TY 2023 OtherIncomeSchedule2
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 5,084 5,084 5,084
MISC INCOME 8,474 8,474 8,474


TY 2023 TaxesSchedule
Name:
THE BIEDENHARN FOUNDATION
EIN:
72-1052971
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 1,862 1,862 0 0
FEDERAL TAX 2,733 0 0 0