THE LEDBETTER FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE LEDBETTER FAMILY FOUNDATION (EIN 46-3406022)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-21
IRS object ID
202022349349100402
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-21T09:30:37-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12121 N PEARL STREET SUITE 2000AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463406022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LONNIE AND SAUNDRA LEDBETTER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLONNBusinessNameControlTxt
Phone8177139767PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13612 LAKE POWELL DRIVEAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLONNIE LEDBETTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8177139767PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROB POPOVITCHPreparerPersonNm
PTINP01612249PTIN
Phone2149991400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address155.201.44.222IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-17IPDt
IP Tm10:33:36IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA67F34EDC3D5E8711AB962F43F29CD3B25944BE7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,391,099FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$207,280DividendsRevAndExpnssAmt
Dividends Net Invst Incm$207,280DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,487NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,487GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,487CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,592OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$271,359TotalRevAndExpnssAmt
Total Net Invst Incm$268,767TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$50,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$25,000LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$25,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,400AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$600AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,964TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,964TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$76,058OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60,846OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$15,212OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$132,022TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$91,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$40,812TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$208,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$208,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$340,082TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$91,210TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$248,872TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,723ExcessRevenueOverExpensesAmt
Net Investment Income$177,557NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$188,047CashBOYAmt
Cash EOY$327,387CashEOYAmt
Cash EOYFMV$327,387CashEOYFMVAmt
Corporate Stock BOY$4,775,427CorporateStockBOYAmt
Corporate Stock EOY$5,154,856CorporateStockEOYAmt
Corporate Stock EOYFMV$5,154,856CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,203,399CorporateBondsBOYAmt
Corporate Bonds EOY$1,380,304CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,380,304CorporateBondsEOYFMVAmt
Other Investments BOY$561,761OtherInvestmentsBOYAmt
Other Investments EOY$528,552OtherInvestmentsEOYAmt
Other Investments EOYFMV$528,552OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,728,634TotalAssetsBOYAmt
Total Assets EOY$7,391,099TotalAssetsEOYAmt
Total Assets EOYFMV$7,391,099TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,727,634RetainedEarningBOYAmt
Retained Earning EOY$7,391,099RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,728,634TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,391,099TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,728,634TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,391,099TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,728,634TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,723ExcessRevenueOverExpensesAmt
Other Increases$731,188OtherIncreasesAmt
Subtotal$7,391,099SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,391,099TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DISTRIBUTIONPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$61,487GrossSalesPriceAmt
Gain Or Loss$61,487GainOrLossAmt
Gains Minus Excess Or Losses$61,487GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$61,487CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$787,697AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$7,422,683NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.106120DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,204,345AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,159,431NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.233426DistributionYr2Rt
Adjusted Qlfy Distri Yr3$271,691AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,846,750NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070629DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,845AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,471,461NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.006675DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,376AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,464,228NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.008452DistributionYr5Rt
Total Distribution0.425302TotalDistributionRt
Average Distribution0.085060AverageDistributionRt
Net Vl Noncharitable Assets$7,100,207NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$603,944AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,776NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$605,720AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$248,872QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,551InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,551SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,551TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,131EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,131TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Overpayment$3,544OverpaymentAmt
Applied To ES Tax$3,544AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLONNIE K LEDBETTERIndividualWithBooksNm
Phone8177139767PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 171043AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76003ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LONNIE K LEDBETTER
3612 LAKE POWELL DRIVEARLINGTONTX76016PRESIDENT, DIRECTOR1.00$0$0$0
SAUNDRA L LEDBETTER
3612 LAKE POWELL DRIVEARLINGTONTX76016SECRETARY, DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,087,385AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,947AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,208,332TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,208,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,125CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,100,207NetVlNoncharitableAssetsAmt
Minimum Investment Return$355,010MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$355,010MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,551TaxBasedOnInvestmentIncomeAmt
Total Tax$3,551TotalTaxAmt
Distributable Before Adj$351,459DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$351,459DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$351,459DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$248,872ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$248,872QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$248,872AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$351,459DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$904,765ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$420,153ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,324,918TotalExcessDistributionCyovAmt
Qualifying Distributions$248,872QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$248,872AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$102,587ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$102,587ExcessDistributionCyovAppCYAmt
Total Corpus$1,222,331TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,222,331ExcessDistriCyovToNextYrAmt
Excess From Year2$802,178ExcessFromYear2Amt
Excess From Year1$420,153ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLONNIE K LEDBETTERContributingManagerNm
Contributing ManagerSAUNDRA L LEDBETTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
AERO ANGEL
1550 LARIMER STREET 899DENVERCO80027PCTO PROVIDE FREE, LIFE-SAVING MEDICAL FLIGHTS FOR REALLY SICK KIDS WHO HAVE NO OTHER WAY TO ACCES DISTANT MEDICAL CARE.$37,760
THE APPALOOSA HALTER FUTURITY
19833 CULLEN RIDGE DR PORTERTEXASTX77365PCFOR FURTHUR CHARITABLE PURPOSE$10,000
BLUEBONNET EQUINE HUMANE SOCIETY
PO BOX 632COLLEGE STATIONTX77841NCTO IMPROVE THE LIVES OF EQUINES BY EDUCATING AND HELPING OWNERS, ASSISTING LAW ENFORCEMENT AGENCIES, REHABILITATING ABUSED AND NEGLECTED EQUINES, AND PLACING THEM INTO SAFE HOMES.$5,000
FIRST BAPTIST CHURCH
305 EAST THIRD STREETLANCASTERTX75146PCTO PROVIDE A WORSHIP EXPERIENCE THAT ALLOWS VISITORS AND MEMBERS TO HAVE AN EXCITING EXPERIENCE WITH THE HOLY SPIRIT.$12,000
FIRST LIBERTY
2001 W PLANO PARKWAY SUITE 1600PLANOTX75075PCFIRST LIBERTY ARE ATTORNEYS THAT DEFEND VICTIMS OF RELIGIOUS DISCRIMINATION.$2,500
GLADNEY CENTER FOR ADOPTION
6300 JOHN RYAN DRIVEFORT WORTHTX76132PCPROVIDES ADOPTION AND ADVOCACY SERVICES FOR ORPHANS$91,000
HENDRICK HOME FOR CHILDREN
2758 JEANETTE STABILENETX79602PCFOR FURTHUR CHARITABLE PURPOSE$1,000
SCOTTISH RITE HOSPITAL
2222 WELBORN STREETDALLASTX75219PCTO HELP IMPROVE THE LIVES OF CHILDREN BY PROVIDING QUALITY CARE FOR ORTHOPEDIC AND RELATED NEURODEVELOPMENTAL AND MUSCULOSKELETAL CONDITIONS AS WELL AS SPECIFIC LEARNING DISORDERS$44,000
APPALOOSA HORSE CLUB
2720 WEST PULLMAN ROADMOSCOWID83843PCFOR FURTHUR CHARITABLE PURPOSE$4,800NONE
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$208,060TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$207,280ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$2,592ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,487ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$271,359ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$271,359TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$2,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$600DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$1,380,304EOYBookValueAmt
EOYFMV$1,380,304EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$5,154,856EOYBookValueAmt
EOYFMV$5,154,856EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$528,552BookValueAmt
EOYFMV$528,552EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBUSINESS REGISTRATION FEESCategoryTxt
Legal Fees$50,000LegalFeesAmt
Net Investment Income$25,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$25,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$750$750$0$0
BUSINESS MANAGEMENT FEES$75,308$60,096$0$15,212

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$2,592RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/LOSSDesc
Amt$731,188Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,964Amt
Net Investment Income$2,964NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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