LEGG FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEGG FAMILY FOUNDATION INC (EIN 20-0994642)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349102569
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:02:53-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2016-01-01 | 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 | 2017-05-12 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $253,479 | 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 |
| Dividends Rev And Expnss | $3,364 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,364 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,364 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $270,825 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $600 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,364 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,964 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $452 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $135 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,510 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,684 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,364 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,964 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,157 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $242,426 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,962 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $236,322 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $257,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,119 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $253,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $257,904 | UnrestrictedBOYAmt |
| Unrestricted EOY | $243,119 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $257,904 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $257,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,119 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $257,904 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,785 | ExcessRevenueOverExpensesAmt |
| Subtotal | $243,119 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $243,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ST - Covered Securities | P | 2015-12-01 | 2016-01-20 | $152,485 | $151,885 | $600 | $600 |
| LT - Covered Securities | P | 2014-01-01 | 2016-01-20 | $53,130 | $64,483 | -$11,353 | -$11,353 |
| 427.028 Davis NY Venture Y | P | 2011-01-01 | 2016-01-20 | $11,795 | $15,000 | -$3,205 | -$3,205 |
| 1388.889 E V Adv Floating Rate | P | 2012-02-02 | 2016-01-20 | $13,861 | $15,000 | -$1,139 | -$1,139 |
| 1807.664 Loomis Sayles Bond Inst | P | 2010-07-27 | 2016-01-20 | $22,307 | $25,000 | -$2,693 | -$2,693 |
| 5976.096 Wasatch Emerging Mkts Sm Cap | P | 2012-02-02 | 2016-01-20 | $12,968 | $15,000 | -$2,032 | -$2,032 |
| Capital Gain Dividends | $4,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $600 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $246,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03647 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,434 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $242,368 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05130 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,751 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $199,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05896 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,421 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,279 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05770 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $145,083 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05170 | DistributionYr5Rt |
| Total Distribution | 0.256127 | TotalDistributionRt |
| Average Distribution | 0.051225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $251,796 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,684 | 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 | $34 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34 | SubtotalAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $34 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 | $14,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $241,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $255,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $255,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $251,796 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,590 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,590 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $12,556 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,556 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,556 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,684 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $13,684 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $34 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,556 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $648 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,295 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,684 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,128 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,423 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,423 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $647 | ExcessFromYear3Amt |
| Excess From Year2 | $648 | ExcessFromYear2Amt |
| Excess From Current Year | $1,128 | 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 | $13,684 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,684 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,364 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,279 | ExclusionAmt |
| Related Or Exempt Function Incm | -$19,822 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,643 | ExclusionAmt |
| Related Or Exempt Function Incm | -$19,822 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,179 | 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 | Tax preparation fees | CategoryTxt |
| Amt | $825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Investment advisory fees | $2,480 |
| Secretary of State registration | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Federal Taxes | $428 |
| Foreign Taxes | $24 |