LEGG FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEGG FAMILY FOUNDATION INC (EIN 20-0994642)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-22
- IRS object ID
- 202011139349101151
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-22T11:32:52-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452542168 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Treadwell & Spires CPAs LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 Park Drive | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200994642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Legg Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGG | BusinessNameControlTxt |
| Phone | 7064530193 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 Club Drive | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jane D Legg | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Teresa P Treadwell CPA | PreparerPersonNm |
| PTIN | P00422225 | PTIN |
| Phone | 7064532341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $213,266 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,170 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,170 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,676 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,194 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $945 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $556 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,146 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,865 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,865 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,865 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,676 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,194 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,069 | CashBOYAmt |
| Cash EOY | $11,264 | CashEOYAmt |
| Cash EOYFMV | $11,264 | CashEOYFMVAmt |
| Other Investments BOY | $171,061 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $191,030 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $202,002 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $195,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $213,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $195,130 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $195,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $202,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $195,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $195,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,164 | ExcessRevenueOverExpensesAmt |
| Subtotal | $202,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $202,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Fidelity ST Covered | P | $139,788 | $141,266 | -$1,478 | -$1,478 |
| Fidelity LT Covered | P | $11,682 | $11,801 | -$119 | -$119 |
| Capital Gain Dividends | $2,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,597 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $199,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,759 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $226,291 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.47620 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,650 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $251,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $246,752 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03647 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $12,434 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $242,368 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05130 | DistributionYr5Rt |
| Total Distribution | 0.668432 | TotalDistributionRt |
| Average Distribution | 0.133686 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $201,660 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,959 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $57 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,865 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $114 | SubtotalAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $114 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jane D Legg | ||||||
| 2851 Club Drive | Greensboro | GA | 30642 | President | 1.00 | $0 |
| Wendy Legg Gilbertson | ||||||
| 19141 Pleasantview Rd | Eden Prairie | MN | 55346 | Secretary | 1.00 | $0 |
| Deborah E Legg | ||||||
| 7607 Wordham Drive | Austin | TX | 78749 | Treasurer | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $190,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $204,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114 | TotalTaxAmt |
| Distributable Before Adj | $9,969 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,969 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,865 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,865 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,969 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $648 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $96,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $470 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $99,158 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,865 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $896 | RemainingDistriFromCorpusAmt |
| Total Corpus | $100,054 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $648 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,406 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,128 | ExcessFromYear3Amt |
| Excess From Year2 | $96,912 | ExcessFromYear2Amt |
| Excess From Year1 | $470 | ExcessFromYear1Amt |
| Excess From Current Year | $896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Gentle Barn | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15825 Sierra Highway | AddressLine1Txt |
| City | Santa Clarita | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91390 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Working for a more peaceful future for children. | GrantOrContributionPurposeTxt |
| Amt | $10,865 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,865 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $482 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized G/(L) on inv | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $482 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,676 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Legg Charitable Lead Ann Trust 2 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2851 Club Drive | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30642 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Mutual | AT COST | $100,615 | $104,349 |
| Exchange-traded & Closed-end funds | AT COST | $90,415 | $97,653 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Investment advisory fees | $1,939 |
| Operating expense (wire fee & comp exp) | $133 |
| Secretary of State registration | $30 |
| Unreconciled difference | -$956 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Taxes | $421 |
| Foreign Taxes | $135 |