THE LEDBETTER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE LEDBETTER FAMILY FOUNDATION (EIN 46-3406022)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201713189349103111
- Schema version
- 2016v3.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T17:37:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 COMMERCE STREET SUITE 2350 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463406022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONNIE AND SAUNDRA LEDBETTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LONNIE K LEDBETTER | InCareOfNm |
| Business Name Control | LONN | BusinessNameControlTxt |
| Phone | 8177139767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3612 LAKE POWELL DRIVE | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LONNIE K LEDBETTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 1111111111 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES E LAMBERT | PreparerPersonNm |
| PTIN | P01235531 | PTIN |
| Phone | 8178109998 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.188.32 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75301020173185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 854A1D3217245E7E4BCCDD2E36F9C535FD8EA069 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9EAAC8AF70715D7FED828044D855E80EE649875F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,132,574 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $121,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$112,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,933,481 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,082 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $16,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,350 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,078 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $49,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $52,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,069 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $120,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,958 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $383,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,308 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$375,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,527 | CashBOYAmt |
| Cash EOY | $112,072 | CashEOYAmt |
| Cash EOYFMV | $112,072 | CashEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $891,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $891,459 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $953,300 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $650,775 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $650,775 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,357,714 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,478,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,478,268 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$648 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,443,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,132,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,132,574 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $72,635 | AccountsPayableEOYAmt |
| Other Liabilities BOY | -$5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,635 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,441,893 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,063,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,442,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,064,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,443,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,132,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,442,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$375,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $232 | OtherIncreasesAmt |
| Subtotal | $4,067,699 | SubtotalAmt |
| Other Decreases | $2,760 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,064,939 | 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 |
|---|---|---|---|---|---|
| SEE STATEMENT 1 | D | $5,995,472 | $6,039,918 | -$44,446 | -$44,446 |
| SEE STATEMENT 1 | D | $938,009 | $1,027,476 | -$89,467 | -$89,467 |
| CAPITAL GAIN DIVIDENDS | P | $21,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$112,540 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,845 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,471,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.006675 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,376 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,464,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.008452 | DistributionYr2Rt |
| Total Distribution | 0.015127 | TotalDistributionRt |
| Average Distribution | 0.007564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,846,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $29,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $617 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,714 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $272,308 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $617 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $617 | SubtotalAmt |
| Tax Based On Investment Income | $617 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $1,066 | OverpaymentAmt |
| Applied To ES Tax | $1,066 | AppliedToESTaxAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONNIE K LEDBETTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8177139767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 171043 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LONNIE K LEDBETTER | ||||||||
| 3612 LAKE POWELL DRIVE | ARLINGTON | TX | 76016 | PRESIDENT, DIRECTOR | 0 | $0 | $0 | $0 |
| SAUNDRA L LEDBETTER | ||||||||
| 3612 LAKE POWELL DRIVE | ARLINGTON | TX | 76016 | SECRETARY, DIRECTOR | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,796,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,905,330 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,905,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,846,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $617 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $617 | TotalTaxAmt |
| Distributable Before Adj | $191,721 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,721 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,308 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $272,308 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $617 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $271,691 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $207,339 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $272,308 | QualifyingDistributionsAmt |
| Applied To Year1 | $207,339 | AppliedToYear1Amt |
| Applied To Current Year | $64,969 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $126,752 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LONNIE SAUNDRA LEDBETTER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALOOSA HORSE CLUB | |||||||
| PO BOX 171043 | ARLINGTON | TX | 76003 | DONOR ORGANIZATION | EOF | THE APPALOOSA HORSE CLUB HONORS THE HERITAGE AND PROMOTES THE FUTURE OF THE APPALOOSA HORSE. PROVIDES SUPPORT IN EFFORTS TO PROMOTE THE APPALOOSA BREED. | $4,800 |
| BLUEBONNET EQUINE HUMANE SOCIETY | |||||||
| PO BOX 632 | COLLEGE STATION | TX | 77841 | DONOR ORGANIZATION | NC | TO 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. | $2,000 |
| AMERICAN PAINT HORSE FOUNDATION | |||||||
| PO BOX 960123 | FORT WORTH | TX | 76161 | DONOR ORGANIZATION | EOF | TO COLLECT, RECORD, AND PRESERVE THE PEDIGREES OF AMERICAN PAINT HORSES, AND TO STIMULATE AND REGULATE ALL MATTERS PERTAINING TO PROMOTION, HISTORY, BREEDING, AND EXHIBITION OF THIS BREED. | $10,000 |
| ACTON BAPTIST CHURCH | |||||||
| 3500 FALL CREEK HWY | GRANBURY | TX | 76049 | DONOR ORGANIZATION | PC | TO PROVIDE A WORSHIP EXPERIENCE THAT ALLOWS VISITORS AND MEMBERS TO HAVE AN EXCITING EXPERIENCE WITH THE HOLY SPIRIT. | $10,000 |
| FIRST BAPTIST CHURCH | |||||||
| 305 EAST THIRD STREET | LANCASTER | TX | 75146 | DONOR ORGANIZATION | PC | TO PROVIDE A WORSHIP EXPERIENCE THAT ALLOWS VISITORS AND MEMBERS TO HAVE AN EXCITING EXPERIENCE WITH THE HOLY SPIRIT. | $10,000 |
| SCOTTISH RITE HOSPITAL | |||||||
| 2222 WELBORN STREET | DALLAS | TX | 75219 | Donor Organization | PC | To help improve the lives of children by providing quality care for orthopedic and related neurodevelopmental and musculoskeletal conditions as well as specific learning disorders | $49,600 |
| SCHWAB DONOR ADVISED FUND | |||||||
| 301 THROCKMORTON STREET | FORT WORTH | TX | 76102 | Donor Advised Fund | PF | To fund future charitable endeavors through the use of a donor advised fund. | $177,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,958 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$112,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,542 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | NA | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,700 | Amt |
| Net Investment Income | $8,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,350 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $650,775 | EOYBookValueAmt |
| EOYFMV | $650,775 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY FUNDS | StockNm |
| EOY Book Value | $891,459 | EOYBookValueAmt |
| EOYFMV | $891,459 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $2,042,980 | $2,042,980 |
| OTHER SECURITIES | FMV | $435,288 | $435,288 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | -$648 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR FMV ADJUSTMENT | Desc |
| Amt | $2,760 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $50,964 | $50,964 |
| BUSINESS MANAGEMENT FEES | $105 | $105 |
| PENALTIES & FINES | $1,463 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUMULATIVE PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $232 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT TO SCHWAB CHARITABLE DAF | Desc |
| BOY Book Value | -$5,000 | BOYBookValueAmt |
| EOY Book Value | -$5,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES PAID | $2,428 |
| FEDERAL INCOME TAX | $47,272 |
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