Form 990-PF Return of Private Foundation OMB No. 1545-005 or Setion 4947(a)(1) Trust Treated as Private Foundation Do not enter soial seurity numers on this form as it may e made puli. À¾µº Department of the Treasury nternal Revenue Servie nformation aout Form 990-PF and its separate instrutions is at www.irs.gov/form990pf. Open to Puli nspetion For alendar year 016 or tax year eginning, 016, and ending, 0 Name of foundation A Employer identifiation numer THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Numer and street (or P.O. ox numer if mail is not delivered to street address) Room/suite B Telephone numer (see instrutions) Revenue City or town, state or provine, ountry, and ZP or foreign postal ode 4 Dividends and interest from seurities 5a Gross rents m m m m m m m m m m m m m m m m m Net rental inome or (loss) 6a Net gain or (loss) from sale of assets not on line 10 Gross sales prie for all assets on line 6a 7 Capital gain net inome (from Part V, line ) m 8 Net short-term apital gainm 9 nome modifiations m m m m m m m m m m m 10 a Gross sales less returns and allowanes m m m m Less: Cost of goods sold m Gross profit or (loss) (attah shedule) 11 Other inome (attah shedule) ATCH 3 1 Total. Add lines 1 through 11 m m m m m m 13 Compensation of offiers, diretors, trustees, et. 14 Other employee salaries and wages 15 Pension plans, employee enefits 16 a Legal fees (attah shedule) m m m Aounting fees (attah shedule) ATCH m m m 4 Other professional fees (attah shedule) [5] 17 nterest m m m m m m m m m m m m m m m m m 18 Taxes (attah shedule) (see instrutions)m [6] m 19 Depreiation (attah shedule) and depletion 0 Oupany m m m m m m m m m m m 1 Travel, onferenes, and meetings Printing and puliations m m m m 3 Other expenses (attah shedule) ATCH m m m m7m m 4 Total operating and administrative expenses. Add lines 13 through 3m m m m 5 Contriutions, gifts, grants paid m m m m m m m 6 Total expenses and disursements. Add lines 4 and 5 Operating and Administrative Expenses 3636 SOUTH SHERWOOD FOREST BLVD. 650 (5) 9-1344 a Exess of revenue over expenses and disursements m m Net investment inome (if negative, enter -0-) m m m m m m m m C f exemption appliation is pending, hek here BATON ROUGE, LA 70816 G Chek all that apply: nitial return nitial return of a former puli harity D 1. Foreign organizations, hek here m m Final return Amended return. Foreign organizations meeting the 85% test, hek here and attah Address hange Name hange omputation m m m m m m m m m H Chek type of organization: Setion 501()(3) exempt private foundation E f private foundation status was terminated Setion 4947(a)(1) nonexempt haritale trust Other taxale private foundation under setion 507()(1)(A), hek here m Fair market value of all assets at J Aounting method: Cash Arual F f the foundation is in a 60-month termination end of year (from Part, ol. (), line Other (speify) under setion 507()(1)(B), hek here m 16) $ 145,03,797. (Part, olumn (d) must e on ash asis.) Part Analysis of Revenue and Expenses (The (d) Disursements (a) Revenue and total of amounts in olumns (), (), and (d) () Net investment () Adjusted net for haritale expenses per may not neessarily equal the amounts in inome inome purposes ooks olumn (a) (see instrutions).) (ash asis only) 1 Contriutions, gifts, grants, et., reeived (attah shedule) 8,17,191. Chek if the foundation is not required to attah Sh. Bm m m m m m m m m m 3 nterest on savings and temporary ash investmentsm 943,715. 943,715. ATCH 1 3,43,056. 3,43,056. ATCH 10,36,139. 1,533,466. 1,533,466. -1,83,57. -1,471,108. 86,49,171. 4,49,19. 0. 46,140. 3,070. 3,070. 80,65. 80,65. 11,60. 41,60.,03. 3,684. 18,519. 470,8. 348,639. 41,589. 4,34,150. 4,34,150. 4,704,378. 348,639. 0. 4,75,739. 7 Sutrat line 6 from line 1: 81,544,793. 4,080,490. Adjusted net inome (if negative, enter -0-)m m For Paperwork Redution At Notie, see instrutions. 6E1410 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 3
Form 8868 Appliation for Automati Extension of Time To File an Exempt Organization Return (Rev. January 017) OMB No. 1545-1709 Department of the Treasury File a separate appliation for eah return. nternal Revenue Servie nformation aout Form 8868 and its instrutions is at www.irs.gov/form8868. Eletroni filing (e-file). You an eletronially file Form 8868 to request a 6-month automati extension of time to file any of the forms listed elow with the exeption of Form 8870, nformation Return for Transfers Assoiated With Certain Personal Benefit Contrats, for whih an extension request must e sent to the RS in paper format (see instrutions). For more details on the eletroni filing of this form, visit www.irs.gov/efile, lik on Charities & Non-Profits, and lik on e-file for Charities and Non-Profits. Automati 6-Month Extension of Time. Only sumit original (no opies needed). All orporations required to file an inome tax return other than Form 990-T (inluding 110-C filers), partnerships, REMCs, and trusts must use Form 7004 to request an extension of time to file inome tax returns. Type or print File y the due date for filing your return. See instrutions. Name of exempt organization or other filer, see instrutions. THE HUEY & ANGELNA WLSON FOUNDATON Numer, street, and room or suite no. f a P.O. ox, see instrutions. 3636 SOUTH SHERWOOD FOREST BLVD., SUTE 650 City, town or post offie, state, and ZP ode. For a foreign address, see instrutions. BATON ROUGE, LA 70816 Enter the Return Code for the return that this appliation is for (file a separate appliation for eah return) Appliation s For Form 990 or Form 990-EZ Form 990-BL Form 470 (individual) Form 990-PF Form 990-T (se. 401(a) or 408(a) trust) Form 990-T (trust other than aove) % The ooks are in the are of Telephone No. % Return Code 01 0 03 04 05 06 Appliation s For Form 990-T (orporation) Form 1041-A Form 470 (other than individual) Form 57 Form 6069 Form 8870 Enter filer's identifying numer, see instrutions Employer identifiation numer (EN) or Soial seurity numer (SSN) m m m m m m m m m m m m Return Code 07 08 09 10 11 1 m m m m m m m m m m m m m m m 5 9-1344 Fax No. 5 9-1589 f the organization does not have an offie or plae of usiness in the United States, hek this ox % f this is for a Group Return, enter the organization's four digit Group Exemption Numer (GEN). f this is m m m m m m m m m m m m m for the whole group, hek this ox. f it is for part of the group, hek this ox and attah a list with the names and ENs of all memers the extension is for. 1 request an automati 6-month extension of time until 11/15, 0 17, to file the exempt organization return for the organization named aove. The extension is for the organization s return for: alendar year 0 16 or tax year eginning, 0, and ending, 0. f the tax year entered in line 1 is for less than 1 months, hek reason: nitial return Final return Change in aounting period 3a f this appliation is for Forms 990-BL, 990-PF, 990-T, 470, or 6069, enter the tentative tax, less any nonrefundale redits. See instrutions. 3a $ 174,000. f this appliation is for Forms 990-PF, 990-T, 470, or 6069, enter any refundale redits and estimated tax payments made. nlude any prior year overpayment allowed as a redit. 3 $ 174,000. Balane due. Sutrat line 3 from line 3a. nlude your payment with this form, if required, y using EFTPS (Eletroni Federal Tax Payment System). See instrutions. 3 $ 0. Caution. f you are going to make an eletroni funds withdrawal (diret deit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instrutions. 58-1714586 HUEY WLSON NTERESTS, NC. 3636 S. SHERWOD FOREST, STE 650, BATON ROUGE, LA 70816 For Privay At and Paperwork Redution At Notie, see instrutions. Form 8868 (Rev. 1-017) 0 4 6F8054.000 7401CF E405 5/1/017 4:10:08 PM V 16-4.7F 6008963 PAGE 1
Page Attahed shedules and amounts in the Beginning of year End of year Part Balane Sheets desription olumn should e for end-of-year amounts only. (See instrutions.) (a) Book Value () Book Value () Fair Market Value Assets Liailities Net Assets or Fund Balanes 1 Cash - non-interest-earing m m m m m m m Savings and temporary ash investments m m m m m m m m m m m 3 Aounts reeivale 96,716. Less: allowane for doutful aounts 4 Pledges reeivale Less: allowane for doutful aounts 5 Grants reeivalem m m m m m m m m m m m m m m m m m m m m m m 6 Reeivales due from offiers, diretors, trustees, and other disqualified persons (attah shedule) (see instrutions) m m m m 7 Other notes and loans reeivale (attah shedule) Less: allowane for doutful aounts 8 nventories for sale or usem m m m m m m 9 Prepaid expenses and deferred harges m m m m m m m m m m m 10a nvestments - U.S. and state government oligations (attah shedule)m nvestments - orporate stok (attah ATCH m 8 nvestments - orporate onds (attah shedule)m m m m m m m m 11 nvestments - land, uildings, and equipment: asis Less: aumulated depreiation (attah shedule) 1 nvestments - mortgage loansm m m m 13 nvestments - other (attah shedule) m m m m m ATCH m m m m 9m m m m 14 Land, uildings, and equipment: asis Less: aumulated depreiation (attah shedule) 15 Other assets (desrie ) 16 Total assets (to e ompleted y all filers - see the instrutions. Also, see page 1, item ) m m 17 Aounts and arued expenses 18 Grants payalem m 19 Deferred revenuem m m m m m m m m m m m m m m m m m m m m m 0 Loans from offiers, diretors, trustees, and other disqualified personsm 1 Mortgages and other notes payale (attah shedule) m m m m m Other liailities (desrie ) 3 Total liailities (add lines 17 through ) m m m m m m m m m m m Foundations that follow SFAS 117, hek herem and omplete lines 4 through 6 and lines 30 and 31. 4 Unrestrited m m m m m 5 Temporarily restrited m m m m m m m m m m m m m m m m m m m m 6 Permanently restrited m m m m m m m m m m m m m m m m m m m m Foundations that do not follow SFAS 117, hek here and omplete lines 7 through 31. 7 Capital stok, trust prinipal, or urrent funds m m m 8 Paid-in or apital surplus, or land, ldg., and equipment fund m m m m 9 Retained earnings, aumulated inome, endowment, or other funds 30 Total net assets or fund alanes (see instrutions)m m m m m m 31 Total liailities and net assets/fund alanes (see instrutions) m m m m m m m m m m m m m m m m m m m m m m m m m THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 55,406,469. 138,99,995. Part Analysis of Changes in Net Assets or Fund Balanes 1 Total net assets or fund alanes at eginning of year - Part, olumn (a), line 30 (must agree with end-of-year figure reported on prior year's return) 1 53,89,811. Enter amount from Part, line 7am m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 81,544,793. 3 Other inreases not inluded in line (itemize) ATCH 10 3 3,465,391. 4 Add lines 1,, and 3 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4 138,99,995. 5 Dereases not inluded in line (itemize) 5 6 6 138,99,995. Total net assets or fund alanes at end of year (line 4 minus line 5) - Part, olumn (), line 30 m m m m 1,410,41. 3,453,51. 3,453,51. 369,430. 96,716. 96,716. ATCH 5,645,795. 6,401,584. 33,15,386. 47,981,003. 107,48,183. 107,48,183. 55,406,469. 138,99,995. 145,03,797.,116,658.,116,658. 0. 00,000. 00,000. 53,089,811. 138,099,995. 53,89,811. 138,99,995. 6E140 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 4
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Page 3 Part V Capital Gains and Losses for Tax on nvestment nome () How (a) List and desrie the kind(s) of property sold (e.g., real estate, aquired () Date aquired (d) Date sold -story rik warehouse; or ommon stok, 00 shs. MLC Co.) P - Purhase (mo., day, yr.) (mo., day, yr.) D - Donation 1 a SEE PART V SCHEDULE d e (e) Gross sales prie (f) Depreiation allowed (g) Cost or other asis (h) Gain or (loss) (or allowale) plus expense of sale (e) plus (f) minus (g) a d e Complete only for assets showing gain in olumn (h) and owned y the foundation on 1/31/69 (i) F.M.V. as of 1/31/69 a d e (j) Adjusted asis as of 1/31/69 (k) Exess of ol. (i) over ol. (j), if any f gain, also enter in Part, line 7 Capital gain net inome or (net apital loss) $ & f (loss), enter -0- in Part, line 7 3 Net short-term apital gain or (loss) as defined in setions 1(5) and (6): f gain, also enter in Part, line 8, olumn () (see instrutions). f (loss), enter -0- in & Part, line 8 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 Part V Qualifiation Under Setion 4940(e) for Redued Tax on Net nvestment nome (For optional use y domesti private foundations sujet to the setion 4940(a) tax on net investment inome.) (l) Gains (Col. (h) gain minus ol. (k), ut not less than -0-) or Losses (from ol. (h)) 1,533,466. 0. f setion 4940(d)() applies, leave this part lank. Was the foundation liale for the setion 494 tax on the distriutale amount of any year in the ase period? Yes f "Yes," the foundation does not qualify under setion 4940(e). Do not omplete this part. 1 Enter the appropriate amount in eah olumn for eah year; see the instrutions efore making any entries. (a) (d) () () Base period years Distriution ratio Adjusted qualifying distriutions Net value of nonharitale-use assets Calendar year (or tax year eginning in) 015 014 013 01 011 Total of line 1, olumn (d) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m numer of years the foundation has een in existene if less than 5 yearsm m m m m m m m m m m 4 Enter the net value of nonharitale-use assets for 016 from Part, line 5 m m m m m m m m m 5 Multiply line 4 y line 3m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6 Enter 1% of net investment inome (1% of Part, line 7)m m m m m m m m m m m m m m m m m m m 7 Add lines 5 and 6m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 8 Enter qualifying distriutions from Part, line 4 m m m m m m m m m m m m m m m m m m m m m m m m 3 Average distriution ratio for the 5-year ase period - divide the total on line y 5, or y the 3 4 5 6 7 (ol. () divided y ol. ()) 3,330,509. 58,340,840. 0.057087 3,80,836. 58,167,635. 0.056403,990,87. 54,01,150. 0.055365,70,793. 49,841,7. 0.054589,580,064. 49,778,373. 0.051831 8 f line 8 is equal to or greater than line 7, hek the ox in Part V, line 1, and omplete that part using a 1% tax rate. See the Part V instrutions. 6E1430 1.000 0.7575 0.055055 89,466,56. 4,95,58. 40,805. 4,966,387. 4,75,739. 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 5 No
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Exise Tax Based on nvestment nome (Setion 4940(a), 4940(), 4940(e), or 4948- see instrutions) Page 4 1a Exempt operating foundations desried in setion 4940(d)(), hek here and enter "N/A" on line 1. m m m 7 Date of ruling or determination letter: (attah opy of letter if neessary - see instrutions) * 8 here and enter 1% of Part, line 7 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Part V Domesti foundations that meet the setion 4940(e) requirements in Part V, hek 1 All other domesti foundations enter % of line 7. Exempt foreign organizations enter 4% of 9 Part, line 1, ol. (). Tax under setion 511 (domesti setion 4947(a)(1) trusts and taxale foundations only. Others enter -0-) 3 Add lines 1 and m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 4 Sutitle A (inome) tax (domesti setion 4947(a)(1) trusts and taxale foundations only. Others enter -0-) 4 5 Tax ased on investment inome. Sutrat line 4 from line 3. f zero or less, enter -0- m m m m m m m m m m m m m 5 6 Credits/Payments: a 016 estimated tax payments and 015 overpayment redited to 016 6a 174,354. Exempt foreign organizations - tax withheld at sourem m m m m m 6 Tax paid with appliation for extension of time to file (Form 8868) 6 d Bakup withholding erroneously withheld m m m m m 6d 7 Total redits and payments. Add lines 6a through 6d m m m m m m m m m m m m m m m m m m m m m m 7 8 Enter any penalty for underpayment of estimated tax. Chek here if Form 0 is attahed m 8 9 Tax due. f the total of lines 5 and 8 is more than line 7, enter amount owed m m m m m m 9 10 Overpayment. f line 7 is more than the total of lines 5 and 8, enter the amount overpaid m m m m m m m m m m 10 11 Enter the amount of line 10 to e: Credited to 017 estimated tax 9,744. Refunded 11 Part V-A 1a Statements Regarding Ativities During the tax year, did the foundation attempt to influene any national, state, or loal legislation or did it partiipate or intervene in any politial ampaign? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did it spend more than $100 during the year (either diretly or indiretly) for politial purposes (see d e nstrutions for the definition)? f the answer is "Yes" to 1a or 1, attah a detailed desription of the ativities and opies of any materials pulished or distriuted y the foundation in onnetion with the ativities. Did the foundation file Form 110-POL for this year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Enter the amount (if any) of tax on politial expenditures (setion 4955) imposed during the year: (1) On the foundation. $ () On foundation managers. $ Enter the reimursement (if any) paid y the foundation during the year for politial expenditure tax imposed on foundation managers. $ Has the foundation engaged in any ativities that have not previously een reported to the RS?m m m m m m m m m m m m m m m m f "Yes," attah a detailed desription of the ativities. 4a Did the foundation have unrelated usiness gross inome of $1,000 or more during the year?m m m m m m m m m m m m m m m m m f "Yes," has it filed a tax return on Form 990-T for this year? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5 Was there a liquidation, termination, dissolution, or sustantial ontration during the year?m m m m m m m m m m m m m m m m m m f "Yes," attah the statement required y General nstrution T. 6 Are the requirements of setion 508(e) (relating to setions 4941 through 4945) satisfied either: % By language in the governing instrument, or 3 Has the foundation made any hanges, not previously reported to the RS, in its governing instrument, artiles of inorporation, or ylaws, or other similar instruments? f "Yes," attah a onformed opy of the hanges 3 % By state legislation that effetively amends the governing instrument so that no mandatory diretions that 6 onflit with the state law remain in the governing instrument? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Enter the states to whih the foundation reports or with whih it is registered (see instrutions) 7 Did the foundation have at least $5,000 in assets at any time during the year? f "Yes," omplete Part, ol. (), and Part V 8a LA, f the answer is "Yes" to line 7, has the foundation furnished a opy of Form 990-PF to the Attorney General (or designate) of eah state as required y General nstrution G? f "No," attah explanation m m m m m m m m m m m m m m m m m 9 s the foundation laiming status as a private operating foundation within the meaning of setion 494(j)(3) or m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 494(j)(5) for alendar year 016 or the taxale year eginning in 016 (see instrutions for Part V)? f "Yes," omplete Part V 9 10 Did any persons eome sustantial ontriutors during the tax year? f "Yes," attah a shedule listing their names and addresses 10 1a 1 1 4a 4 5 7 8 81,610. 81,610. 0. 81,610. 174,354. 9,744. Yes No 6E1440 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 6
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Page 5 Part V-A Statements Regarding Ativities (ontinued) 11 At any time during the year, did the foundation, diretly or indiretly, own a ontrolled entity within the Yes No 11 1 13 14 15 meaning of setion 51()(13)? f "Yes," attah shedule (see instrutions)m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the foundation make a distriution to a donor advised fund over whih the foundation or a disqualified person had advisory privileges? f "Yes," attah statement (see instrutions) m m m m m m m m m m m m m m m m m m m m m m m m m m 1 Did the foundation omply with the puli inspetion requirements for its annual returns and exemption appliation? 13 Wesite address WWW.HAWLSONFOUNDATON.ORG The ooks are in are of HUEY WLSON NTERESTS, NC. Telephone no. 5-9-1344 Loated at 3636 S. SHERWOOD FOREST, STE 650 BATON ROUGE, LA ZP+4 70816 Setion 4947(a)(1) nonexempt haritale trusts filing Form 990-PF in yearm lieu of m m Form m m m 1041 m m m m - m Chek m m m m here m m m m m m m m m m m m m m and enter the amount of tax-exempt interest reeived or arued during the 15 Yes No m m m m m m m m m m m m m m m m m m m m m m m m m m m m m See the instrutions for exeptions and filing requirements for FinCEN Form 114. f "Yes," enter the name of 16 At any time during alendar year 016, did the foundation have an interest in or a signature or other authority over a ank, seurities, or other finanial aount in a foreign ountry? 16 the foreign ountry Part V-B Statements Regarding Ativities for Whih Form 470 May Be Required File Form 470 if any item is heked in the "Yes" olumn, unless an exeption applies. 1a During the year did the foundation (either diretly or indiretly): (1) Engage in the sale or exhange, or leasing of property with a disqualified person? Yes No () Borrow money from, lend money to, or otherwise extend redit to (or aept it from) a disqualified person? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No (3) Furnish goods, servies, or failities to (or aept them from) a disqualified person? m m m m m m m m m Yes No (4) Pay ompensation to, or pay or reimurse the expenses of, a disqualified person? Yes No f any answer is "Yes" to 1a(1)-(6), did any of the ats fail to qualify under the exeptions desried in Regulations Did the foundation engage in a prior year in any of the ats desried in 1a, other than exepted ats, that f "Yes," list the years,,, Are there any years listed in a for whih the foundation is not applying the provisions of setion 494(a)() all years listed, answer "No" and attah statement - see instrutions.) f the provisions of setion 494(a)() are eing applied to any of the years listed in a, list the years here.,,, 3a Did the foundation hold more than a % diret or indiret interest in any usiness enterprise at any time during the year? Yes No f "Yes," did it have exess usiness holdings in 016 as a result of (1) any purhase y the foundation or 4a Did the foundation invest during the year any amount in a manner that would jeopardize its haritale purposes? m m m m m m m m m m m m m m m m m m m (5) Transfer any inome or assets to a disqualified person (or make any of either availale for m m m m m m m m m m m m m m m m m m m m m m m m m m m m the enefit or use of a disqualified person)? Yes No (6) Agree to pay money or property to a government offiial? (Exeption. Chek "No" if the foundation agreed to make a grant to or to employ the offiial for a period after termination of government servie, if terminating within 90 days.) m m m m m m m m m m m m m m m m m Yes No setion 53.4941(d)-3 or in a urrent notie regarding disaster assistane (see instrutions)? m m m m m m m Organizations relying on a urrent notie regarding disaster assistane hek herem m m m m m m m m m m m m m m m were not orreted efore the first day of the tax year eginning in 016? m m m m m m m m m m m m m m m m m m m m m m m m m m m Taxes on failure to distriute inome (setion 494) (does not apply for years the foundation was a private operating foundation defined in setion 494(j)(3) or 494(j)(5)): m m m m m m m m m m m m m m m m m m m m m m m m m m a At the end of tax year 016, did the foundation have any undistriuted inome (lines 6d and 6e, Part ) for tax year(s) eginning efore 016? Yes No m m m m m m m m m m m m m m m m m m m m m m m m m m m m m (relating to inorret valuation of assets) to the year's undistriuted inome? (f applying setion 494(a)() to m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m disqualified persons after May 6, 1969; () the lapse of the 5-year period (or longer period approved y the Commissioner under setion 4943()(7)) to dispose of holdings aquired y gift or equest; or (3) the lapse of the 10-, 15-, or 0-year first phase holding period? (Use Shedule C, Form 470, to determine if the foundation had exess usiness holdings in 016.) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the foundation make any investment in a prior year (ut after Deemer 31, 1969) that ould jeopardize its haritale purpose that had not een removed from jeopardy efore the first day of the tax year eginning in 016? 1 1 3 4a 4 Yes No 6E1450 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 7
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Statements Regarding Ativities for Whih Form 470 May Be Required (ontinued) Page 6 Part V-B 5a 6a m m m m m m m m m m m m m m m m m m m (3) Provide a grant to an individual for travel, study, or other similar purposes? m m m m m m m m m m m (4) Provide a grant to an organization other than a haritale, et., organization desried in setion 4945(d)(4)(A)? (see instrutions)m m m m m m m m m m m m m m m m m m m m m m m m m m m m During the year did the foundation pay or inur any amount to: (1) Carry on propaganda, or otherwise attempt to influene legislation (setion 4945(e))? Yes No () nfluene the outome of any speifi puli eletion (see setion 4955); or to arry on, diretly or indiretly, any voter registration drive? Yes No Yes No Yes No m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m (5) Provide for any purpose other than religious, haritale, sientifi, literary, or eduational purposes, or for the prevention of ruelty to hildren or animals? Yes No f any answer is "Yes" to 5a(1)-(5), did any of the transations fail to qualify under the exeptions desried in Regulations setion 53.4945 or in a urrent notie regarding disaster assistane (see instrutions)? Organizations relying on a urrent notie regarding disaster assistane hek here f the answer is "Yes" to question 5a(4), does the foundation laim exemption from the tax eause it maintained expenditure responsiility for the grant? m m m m m m m m m m m m m m m m m m m f "Yes," attah the statement required y Regulations setion 53.4945-5(d). m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Did the foundation, during the year, reeive any funds, diretly or indiretly, to pay premiums on a personal enefit ontrat? Yes No Did the foundation, during the year, pay premiums, diretly or indiretly, on a personal enefit ontrat? m m m m m m m m m m m m f "Yes," did the foundation reeive any proeeds or have any net inome attriutale to the transation?m m m m m m m m m m f "Yes" to 6, file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohiited tax shelter transation? Yes No 7 Part V nformation Aout Offiers, Diretors, Trustees, Foundation Managers, Highly Paid Employees, and Contrators 1 List all offiers, diretors, trustees, foundation managers and their ompensation (see instrutions). () Title, and average () Compensation (d) Contriutions to (a) Name and address hours per week (f not paid, employee enefit plans devoted to position enter -0-) and deferred ompensation Yes No 5 6 (e) Expense aount, other allowanes ATCH 11 14,000. 0. 0. Compensation of five highest-paid employees (other than those inluded on line 1 - see instrutions). f none, enter "NONE." (a) Name and address of eah employee paid more than $50,000 NONE () Title, and average hours per week devoted to position () Compensation (d) Contriutions to employee enefit plans and deferred ompensation (e) Expense aount, other allowanes Total numer of other employees paid over $50,000m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6E1460 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 8
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Page 7 Part V nformation Aout Offiers, Diretors, Trustees, Foundation Managers, Highly Paid Employees, and Contrators (ontinued) 3 Five highest-paid independent ontrators for professional servies (see instrutions). f none, enter "NONE." (a) Name and address of eah person paid more than $50,000 () Type of servie () Compensation ATCH 1 4,598. Total numer of others reeiving over $50,000 for professional servies m m m m m m m m m m m m m m m m m m m m m m Part -A Summary of Diret Charitale Ativities List the foundation s four largest diret haritale ativities during the tax year. nlude relevant statistial information suh as the numer of organizations and other enefiiaries served, onferenes onvened, researh papers produed, et. 1 N/A Expenses 3 4 Part -B Summary of Program-Related nvestments (see instrutions) Desrie the two largest program-related investments made y the foundation during the tax year on lines 1 and. 1 N/A Amount All other program-related investments. See instrutions. 3 N/A Total. Add lines 1 through 3 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6E1465 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 9
Page 8 Part Minimum nvestment Return (All domesti foundations must omplete this part. Foreign foundations, see instrutions.) 1 Fair market value of assets not used (or held for use) diretly in arrying out haritale, et., purposes: a Average monthly fair market value of seurities Average of monthly ash alanesm m m m m m m m m m Fair market value of all other assets (see instrutions) d Total (add lines 1a,, and ) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m e Redution laimed for lokage or other fators reported on lines 1a and 1 (attah detailed explanation) m m m m m m m m m m m m m m m m m m m m 1e Aquisition indetedness appliale to line 1 assets 3 Sutrat line from line 1d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4 Cash deemed held for haritale ativities. Enter 1 1/ % of line 3 (for greater amount, see instrutions)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5 Net value of nonharitale-use assets. Sutrat line 4 from line 3. Enter here and on Part V, line 4 6 Minimum investment return. Enter 5% of line 5 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Part and ertain foreign organizations hek here and do not omplete this part.) 1 Minimum investment return from Part, line 6 m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a Tax on investment inome for 016 from Part V, line 5 m m m m m m a 81,610. nome tax for 016. (This does not inlude the tax from Part V.)m Add lines a and m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 Distriutale amount efore adjustments. Sutrat line from line 1 4 Reoveries of amounts treated as qualifying distriutions 5 Add lines 3 and 4m m m m m m m m m m m m m m m m m m m m m 6 Dedution from distriutale amount (see instrutions)m m m m m m m m m m m m m m m m m m m m m m m m m m 7 Distriutale amount as adjusted. Sutrat line 6 from line 5. Enter here and on Part, line 1m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Part Distriutale Amount (see instrutions) (Setion 494(j)(3) and (j)(5) private operating foundations Qualifying Distriutions (see instrutions) THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 m m m m m m m m m m m m m m m m 1 Amounts paid (inluding administrative expenses) to aomplish haritale, et., purposes: a Expenses, ontriutions, gifts, et. - total from Part, olumn (d), line 6 Program-related investments - total from Part -B m m m m m m m m m m m m m m m m m m m m m m m m m m m m Amounts paid to aquire assets used (or held for use) diretly in arrying out haritale, et., purposes m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 Amounts set aside for speifi haritale projets that satisfy the: a Suitaility test (prior RS approval required) m m m m m Cash distriution test (attah the required shedule) m m m m m m m m m m m m m m m m m m m m m m m m m m m 4 Qualifying distriutions. Add lines 1a through 3. Enter here and on Part V, line 8, and Part, line 4 5 Foundations that qualify under setion 4940(e) for the redued rate of tax on net investment inome. Enter 1% of Part, line 7 (see instrutions) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Adjusted qualifying distriutions. Sutrat line 5 from line 4 6 m m m m m m m m m m m m m m m m m m m m m m Note: The amount on line 6 will e used in Part V, olumn (), in susequent years when alulating whether the foundation qualifies for the setion 4940(e) redution of tax in those years. 1a 1 1 1d 3 4 5 6 1 3 4 5 6 7 1a 1 3a 3 4 5 6 88,488,036.,016,17. 34,834. 90,88,997. 90,88,997. 1,36,435. 89,466,56. 4,473,38. 4,473,38. 81,610. 4,391,718. 4,391,718. 4,391,718. 4,75,739. 4,75,739. 0. 4,75,739. 6E1470 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 10
Page 9 Undistriuted nome (see instrutions) Part line 7 m m m m m m m m m m m m m m m m m m m m m Undistriuted inome, if any, as of the end of 016: a Enter amount for 015 onlym m m m m m m m m m m 1 Distriutale amount for 016 from Part, Total for prior years: 0 14,0 13,0 1 3 Exess distriutions arryover, if any, to 016: a From 011 From 01 From 013 d From 014 e From 015 m m m m m m f Total of lines 3a through e m m m m m m m m m m m 4 Qualifying distriutions for 016 from Part, line 4: $ 4,75,739. a Applied to 015, ut not more than line a m m m Applied to undistriuted inome of prior years (Eletion required - see instrutions)m m m m m m m Treated as distriutions out of orpus (Eletion required - see instrutions) m m m m m m d Applied to 016 distriutale amountm m m m e Remaining amount distriuted out of orpusm m m 5 Exess distriutions arryover applied to 016 m (f an amount appears in olumn (d), the same amount must e shown in olumn (a).) 6 Enter the net total of eah olumn as indiated elow: a Corpus. Add lines 3f, 4, and 4e. Sutrat line 5 Prior years' undistriuted inome. Sutrat line 4 from line m m m m m m m m m m m m m m m Enter the amount of prior years' undistriuted inome for whih a notie of defiieny has een issued, or on whih the setion 494(a) tax has een previously assessed m m m m m m m m amount - see instrutions m m m m m m m m m m m m 4a from line a. Taxale amount - see instrutions m m m m m m m m m m m m m m m m m m d Sutrat line 6 from line 6. Taxale e Undistriuted inome for 015. Sutrat line f Undistriuted inome for 016. Sutrat lines 4d and 5 from line 1. This amount must e distriuted in 017m m m m m m m m m m m m m m m 7 Amounts treated as distriutions out of orpus to satisfy requirements imposed y setion 170()(1)(F) or 494(g)(3) (Eletion may e required - see instrutions) m m m m m m m m m m m 8 Exess distriutions arryover from 011 not applied on line 5 or line 7 (see instrutions) m m m 9 Exess distriutions arryover to 017. Sutrat lines 7 and 8 from line 6a m m m m m m m 10 Analysis of line 9: a Exess from 01 Exess from 013 m m m Exess from 014 d Exess from 015 e Exess from 016 m m m THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 195,614. 438,066. 441,679. 79,635. 438,066. 441,679. (a) Corpus 1,075,359. () Years prior to 015 () 015 (d) 016 4,391,718. 4,75,739. 115,979. 115,979. 959,380. 959,380. 6E1480 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 11
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 Private Operating Foundations (see instrutions and Part V-A, question 9) NOT APPLCABLE Page 10 Part V foundation, and the ruling is effetive for 016, enter the date of the ruling m m m m m m m m m m m m m m 1 a f the foundation has reeived a ruling or determination letter that it is a private operating Chek ox to indiate whether the foundation is a private operating foundation desried in setion 494(j)(3) or 494(j)(5) a Enter the lesser of the adjusted net inome from Part or the minimum investment return from Part for eah year listed m m 85% of line a m m m m m m Qualifying distriutions from Part, line 4 for eah year listed m d Amounts inluded in line not used diretly for ative ondut of exempt ativitiesm m m m m e Qualifying distriutions made diretly for ative ondut of exempt ativities. Sutrat line d from line m m m m m m 3 Complete 3a,, or for the alternative test relied upon: a "Assets" alternative test - enter: (1) Value of all assetsm m m m 494(j)(3)(B)(i)m m m m m () Value of assets qualifying under setion "Endowment" alternative testenter /3 of minimum investment return shown in Part, line 6 for eah year listedm m m "Support" alternative test - enter: (1) Total support other than gross investment inome (interest, dividends, rents, payments on seurities loans (setion 51(a)(5)), or royalties) m m m m m m () Support from general puli and 5 or more exempt organizations as provided in setion 494 (j)(3)(b)(iii) m m m m m m (3) Largest amount of support from an exempt organizationm m m m m (4) Gross investment inomem Part V Tax year Prior 3 years (a) 016 () 015 () 014 (d) 013 (e) Total Supplementary nformation (Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see instrutions.) 1 nformation Regarding Foundation Managers: a List any managers of the foundation who have ontriuted more than % of the total ontriutions reeived y the foundation efore the lose of any tax year (ut only if they have ontriuted more than $5,000). (See setion 507(d)().) NONE List any managers of the foundation who own 10% or more of the stok of a orporation (or an equally large portion of the ownership of a partnership or other entity) of whih the foundation has a 10% or greater interest. 6E1490 1.000 NONE nformation Regarding Contriution, Grant, Gift, Loan, Sholarship, et., Programs: Chek here if the foundation only makes ontriutions to preseleted haritale organizations and does not aept unsoliited requests for funds. f the foundation makes gifts, grants, et. (see instrutions) to individuals or organizations under other onditions, omplete items a,,, and d. a The name, address, and telephone numer or e-mail address of the person to whom appliations should e addressed: ATCH 13 The form in whih appliations should e sumitted and information and materials they should inlude: SEE ATTACHMENT 13 Any sumission deadlines: SEE ATTACHMENT 13 d Any restritions or limitations on awards, suh as y geographial areas, haritale fields, kinds of institutions, or other fators: SEE ATTACHMENT 13 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 1
Page 11 Part V Supplementary nformation (ontinued) 3 Grants and Contriutions Paid During the Year or Approved for Future Payment Reipient Name and address (home or usiness) a Paid during the year ATCH 14 THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 f reipient is an individual, show any relationship to any foundation manager or sustantial ontriutor Foundation status of reipient Purpose of grant or ontriution Amount Total m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a Approved for future payment 4,34,150. Total m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3 6E1491 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 13
Page 1 Part V-A Analysis of nome-produing Ativities Enter gross amounts unless otherwise indiated. Unrelated usiness inome Exluded y setion 51, 513, or 514 1 Program servie revenue: a d e f g Fees and ontrats from government agenies Memership dues and assessments m m m m m 3 nterest on savings and temporary ash investments 4 Dividends and interest from seurities m m m m 5 Net rental inome or (loss) from real estate: a Det-finaned property m m m m m m m m m Not det-finaned property 6 Net rental inome or (loss) from personal propertym 7 Other investment inome m m m m m m m m m m 9 Net inome or (loss) from speial events m 10 Gross profit or (loss) from sales of inventory m m 8 Gain or (loss) from sales of assets other than inventory (a) Business ode () Amount () Exlusion ode (d) Amount 11 Other revenue: a ATCH 15 83,836. -1,907,093. d e 1 Sutotal. Add olumns (), (d), and (e) m m 83,836. 3,993,144. 13 Total. Add line 1, olumns (), (d), and (e) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 13 (See worksheet in line 13 instrutions to verify alulations.) Part V-B Relationship of Ativities to the Aomplishment of Exempt Purposes Line No. L THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 14 943,715. 14 3,43,056. 18 1,533,466. (e) Related or exempt funtion inome (See instrutions.) 4,076,980. Explain elow how eah ativity for whih inome is reported in olumn (e) of Part V-A ontriuted importantly to the aomplishment of the foundation's exempt purposes (other than y providing funds for suh purposes). (See instrutions.) 6E149 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 14
THE HUEY & ANGELNA WLSON FOUNDATON 58-1714586 nformation Regarding Transfers To and Transations and Relationships With Nonharitale Exempt Organizations Page 13 Part V 1 Did the organization diretly or indiretly engage in any of the following with any other organization desried in setion 501() of the Code (other than setion 501()(3) organizations) or in setion 57, relating to politial organizations? a Transfers from the reporting foundation to a nonharitale exempt organization of: d (1) Cashm m m m m () Other assetsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Other transations: (1) Sales of assets to a nonharitale exempt organizationm m m m m () Purhases of assets from a nonharitale exempt organizationm (3) Rental of failities, equipment, or other assets (4) Reimursement arrangements (5) Loans or loan guaranteesm m m m m m m m m m m m m m m m m m m m m m m (6) Performane of servies or memership or fundraising soliitations m m m m Sharing of failities, equipment, mailing lists, other assets, or paid employees m m m m m m m m m m m m m m m m m m m m f the answer to any of the aove is "Yes," omplete the following shedule. Column () should always show the fair market value of the goods, other assets, or servies given y the reporting foundation. f the foundation reeived less than fair market value in any transation or sharing arrangement, show in olumn (d) the value of the goods, other assets, or servies reeived. (a) Line no. () Amount involved () Name of nonharitale exempt organization (d) Desription of transfers, transations, and sharing arrangements N/A N/A 1a(1) 1a() 1(1) 1() 1(3) 1(4) 1(5) 1(6) 1 Yes No m m m m m m m m m m m m m a s the foundation diretly or indiretly affiliated with, or related to, one or more tax-exempt organizations desried in setion 501() of the Code (other than setion 501()(3)) or in setion 57? Yes No f "Yes," omplete the following shedule. (a) Name of organization () Type of organization () Desription of relationship Sign Here Under penalties of perjury, delare that have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than taxpayer) is ased on all information of whih preparer has any knowledge. M M May the RS disuss this return with the preparer shown elow Signature of offier or trustee Date Title (see instrutions)? Yes No Paid Preparer Print/Type preparer's name Preparer's signature Date Chek if PTN 11/15/17 self-employed TRCA M JOHNSON P006705 ERNST & YOUNG U.S. LLP 34-6565596 Firm's name Firm's EN Use Only Firm's address 701 POYDRAS ST STE 3900 NEW ORLEANS, LA 70139 504-581-400 Phone no. 6E1493 1.000 7401CF E405 11/15/017 4:0:35 PM V 16-7.6F 6008963 PAGE 15