BETA

LEE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
LEE FOUNDATION (EIN 72-1452245)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201923169349101057
Schema version
2018v3.1
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)
Return2019-11-12T09:28:22-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721202445PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POSTLETHWAITE & NETTERVILLEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18550 UNITED PLAZA BLVD SUITE 1001AddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70809ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721452245EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEEFBusinessNameControlTxt
Phone2257693122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19300 BLUEBONNET BLVDAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70810ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS H LEEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2257693122PhoneNum
Signature2019-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRALPH STEPHENSPreparerPersonNm
PTINP00638118PTIN
Phone2259224600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address206.124.204.139IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-08IPDt
IP Tm08:49:45IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8CCF96BE26B272179CA9448AB51D7EE0DE452633AtSubmissionCreationDeviceId
At Submission Filing Device Id8CCF96BE26B272179CA9448AB51D7EE0DE452633AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,112,563FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$130,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$35,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,669DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$24,300NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$121,871GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,300CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$189,969TotalRevAndExpnssAmt
Total Net Invst Incm$59,969TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,800OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$262PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$262PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$0PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,612TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,612TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$101,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$101,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$116,612TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,612TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$101,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$73,357ExcessRevenueOverExpensesAmt
Net Investment Income$44,357NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$692,812CashBOYAmt
Cash EOY$480,208CashEOYAmt
Cash EOYFMV$480,208CashEOYFMVAmt
Acct Rcvbl$130,000AcctRcvblAmt
Acct Rcvbl BOY$170,000AcctRcvblBOYAmt
Acct Rcvbl EOY$130,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$130,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,216,559CorporateStockBOYAmt
Corporate Stock EOY$2,452,835CorporateStockEOYAmt
Corporate Stock EOYFMV$2,452,835CorporateStockEOYFMVAmt
Other Investments BOY$49,520OtherInvestmentsBOYAmt
Other Investments EOY$49,520OtherInvestmentsEOYAmt
Other Investments EOYFMV$49,520OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,128,891TotalAssetsBOYAmt
Total Assets EOY$3,112,563TotalAssetsEOYAmt
Total Assets EOYFMV$3,112,563TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,128,891RetainedEarningBOYAmt
Retained Earning EOY$3,112,563RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,128,891TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,112,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,128,891TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,112,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,128,891TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$73,357ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,202,248SubtotalAmt
Other Decreases$89,685OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,112,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLPL FINANCIAL #5600-8027PropertyDesc
Gross Sales Price$121,871GrossSalesPriceAmt
Cost Or Other Basis$97,571CostOrOtherBasisAmt
Gain Or Loss$24,300GainOrLossAmt
Gains Minus Excess Or Losses$24,300GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$24,300CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$24,300NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,719,502NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036771DistributionYr1Rt
Adjusted Qlfy Distri Yr2$104,626AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,024,294NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051685DistributionYr2Rt
Adjusted Qlfy Distri Yr3$95,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,967,824NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048277DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,924,988NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051948DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,661,164NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.057189DistributionYr5Rt
Total Distribution0.245870TotalDistributionRt
Average Distribution0.049174AverageDistributionRt
Net Vl Noncharitable Assets$2,873,026NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$141,278AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$444NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$141,722AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$101,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$887InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$887SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,920EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,920TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$7,033OverpaymentAmt
Applied To ES Tax$7,033AppliedToESTaxAmt
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 BooksTHOMAS H LEEIndividualWithBooksNm
Phone2257693122PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19300 BLUEBONNET BLVDAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70810ZIPCd
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
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

FieldValueIRS element (for citing)
PersonTHOMAS H LEEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19300 BLUEBONNET BLVDAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70810ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/DIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

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$1,267,305AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$524,473AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,125,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,916,778TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,916,778AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$43,752CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,873,026NetVlNoncharitableAssetsAmt
Minimum Investment Return$143,651MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$143,651MinimumInvestmentReturnAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Total Tax$887TotalTaxAmt
Distributable Before Adj$142,764DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$142,764DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$142,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$101,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$101,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$101,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,764DistributableAsAdjustedAmt
Undistributed Income PY$19,931UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$101,000QualifyingDistributionsAmt
Applied To Year1$19,931AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$81,069AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$61,695UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIED MISSION CHURCH
16703 CHAMONIX TERRACEROUND ROCKTX78681GENERAL FUND$15,000
CENTERPOINT CHURCH
1550 SANDHILL ROADOREMUT84058GENERAL FUND$1,000
GRACE TO YOU MINISTRY
PO BOX 4000PANORAMO CITYCA91412GENERAL FUND$40,000
ISTROUMA BAPTIST CHURCH
10500 SAM RUSHING DRBATON ROUGELA70816GENERAL FUND$25,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607GENERAL FUND$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$101,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$35,669UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$24,300UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$59,969UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,969TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1TRANSWEST EQUITIES INCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line19300 BLUEBONNET BLVDAddressLine1Txt
CityBATON ROUGECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70810ZIPCd
FieldValueIRS element (for citing)
Total Contributions$130,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,550Amt
Net Investment Income$1,550NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VARIOUS STOCKS$1,994,087$1,994,087
MUTUAL FUNDS$458,748$458,748

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemIRAQI DINARSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$49,520BookValueAmt
EOYFMV$49,520EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL EXCISE TAX$12,119
UNREALIZED LOSS ON SECURITIES$77,566

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEES - LPL FINANCIALCategoryTxt
Amt$13,800Amt
Net Investment Income$13,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.