THE LEDBETTER FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE LEDBETTER FAMILY FOUNDATION (EIN 46-3406022)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201633209349101278
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds 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 | 2016-11-15T09:51:57-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 |
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 | 2015-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F JOHNSON | PreparerPersonNm |
| PTIN | P00963132 | PTIN |
| Phone | 8178109998 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $4,443,893 | 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 | $117,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,898 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$600,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,239,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$482,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,898 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,301 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,301 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,301 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,944 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,944 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,245 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$512,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,020 | CashBOYAmt |
| Cash EOY | $133,527 | CashEOYAmt |
| Cash EOYFMV | $133,527 | CashEOYFMVAmt |
| Corporate Bonds BOY | $952,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $953,300 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $953,300 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,977,416 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,357,714 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,357,714 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $709 | OtherAssetsBOYAmt |
| Other Assets EOY | -$648 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$648 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,971,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,443,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,443,893 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,000 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Retained Earning BOY | $4,970,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,441,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,971,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,442,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,971,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,443,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,971,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$512,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $306 | OtherIncreasesAmt |
| Subtotal | $4,458,763 | SubtotalAmt |
| Other Decreases | $15,870 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,442,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 51,571.47 PIMCO TOTAL RETURN INSTL | P | 2014-09-15 | 2015-02-17 | $552,300 | $565,000 | -$12,700 | -$12,700 |
| 4,076.00 GS CONNECT S&P GSCI ENH COMMODITY TRUST ETN | P | 2014-12-24 | 2015-03-02 | $119,579 | $171,925 | -$52,346 | -$52,346 |
| 5,926.00 IPATH GSCI TOTAL RETURN INDEX | 2015-03-02 | 2015-04-22 | $119,586 | $119,063 | $523 | $523 | |
| 14,996.16 AQR EMERGING DEFENSIVE STYLE I | 2014-09-05 | 2015-06-16 | $140,275 | $165,000 | -$24,725 | -$24,725 | |
| 8,314.00 UBS E-TRACS ALERIAN MLP INFRASTRCTR ETN | 2014-12-05 | 2015-07-15 | $292,997 | $372,592 | -$79,595 | -$79,595 | |
| 10,993.62 WHV ENTL. EQUITY FUND CL I | 2014-09-05 | 2015-07-15 | $209,069 | $258,000 | -$48,931 | -$48,931 | |
| 18,664.88 DFA EMERGING MARKETS CORE EQUITY I | 2014-12-05 | 2015-07-15 | $351,616 | $407,730 | -$56,114 | -$56,114 | |
| 13,018.00 UBS ETRACS ALERIAN MLP ETN | 2015-07-15 | 2015-08-20 | $292,891 | $328,060 | -$35,169 | -$35,169 | |
| 44,575.78 DFA INTL. CORE EQUITY I | 2014-12-05 | 2015-08-20 | $526,410 | $580,140 | -$53,730 | -$53,730 | |
| 5,189.47 DFA EMERGING MARKETS CORE EQUITY I | 2014-12-05 | 2015-08-20 | $86,115 | $86,115 | |||
| 2,857.53 COHEN & STEERS INST REALTY SHARES | 2014-09-05 | 2015-09-01 | $122,301 | $139,000 | -$16,699 | -$16,699 | |
| 6,353.90 DFA INTL. SMALL-CAP VALUE | 2014-09-05 | 2015-09-01 | $119,614 | $133,000 | -$13,386 | -$13,386 | |
| 5,255.00 ISHARES MSCI EMERGING MARKETS MIN VOL | 2015-06-16 | 2015-09-01 | $134,836 | $157,316 | -$22,480 | -$22,480 | |
| 4,573.00 GS CONNECT S&P GSCI ENH COMMODITY TRUST ETN | 2014-12-24 | 2015-09-01 | $110,656 | $135,674 | -$25,018 | -$25,018 | |
| 4,179.77 HARBOR INTL. | 2014-12-05 | 2015-09-01 | $261,122 | $300,000 | -$38,878 | -$38,878 | |
| 10,106.00 ISHARES ETF CORE MSCI EMERGING MARKETS | 2015-07-15 | 2015-09-01 | $397,554 | $455,695 | -$58,141 | -$58,141 | |
| 3,524.00 SPDR DOW JONES INTL. REAL ESTATE | 2014-09-05 | 2015-09-01 | $135,512 | $155,872 | -$20,360 | -$20,360 | |
| 5,435.00 ISHARES CORE US VALUE ETF | 2014-09-05 | 2015-09-11 | $672,944 | $729,287 | -$56,343 | -$56,343 | |
| 669.00 ISHARES CORE US VALUE ETF | 2014-12-05 | 2015-09-11 | $82,833 | $91,875 | -$9,042 | -$9,042 | |
| 4,379.00 SPDR S&P INTL. SMALL-CAP | 2015-09-01 | 2015-10-14 | $126,511 | $121,846 | $4,665 | $4,665 | |
| 4,784.00 ISHARES INTL. DEVELO | 2015-09-01 | 2015-10-14 | $137,863 | $131,976 | $5,887 | $5,887 | |
| 6,512.00 ISHARES RUSSELL 3000 ETF | 2015-09-11 | 2015-10-14 | $770,100 | $760,277 | $9,823 | $9,823 | |
| 2,797.00 SPDR MSCI EMERGING MARKETS ETF | 2015-09-01 | 2015-10-14 | $141,958 | $139,821 | $2,137 | $2,137 | |
| 1,814.00 VANGUARD REIT ETF | 2015-09-01 | 2015-10-14 | $142,097 | $131,398 | $10,699 | $10,699 | |
| 30,545.63 VANGUARD INTL. STOCK INDEX ADMIRAL | 2015-08-20 | 2015-10-14 | $766,054 | $760,000 | $6,054 | $6,054 | |
| 9,668.00 UBS E-TRACS ALERIAN MLP INFRASTRCTR ETN | 2015-08-20 | 2015-11-19 | $264,795 | $305,518 | -$40,723 | -$40,723 | |
| 2,535.00 ISHARES MSCI EAFE GROWTH ETF | 2015-07-15 | 2015-09-01 | $162,393 | $180,804 | -$18,411 | -$18,411 | |
| CAPITAL GAIN DIVIDENDS | P | $41,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$601,156 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,376 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,464,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008452 | DistributionYr1Rt |
| Total Distribution | 0.008452 | TotalDistributionRt |
| Average Distribution | 0.008452 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,471,461 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,037 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,830 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,845 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,073 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,073 | SubtotalAmt |
| Tax Based On Investment Income | $2,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $2,125 | 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 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 |
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 |
|---|---|---|---|---|---|---|
| LONNIE K LEDBETTER | ||||||
| 3612 LAKE POWELL DRIVE | ARLINGTON | TX | 76016 | PRESIDENT, DIRECTOR | 0 | $0 |
| SAUNDRA L LEDBETTER | ||||||
| 3612 LAKE POWELL DRIVE | ARLINGTON | TX | 76016 | SECRETARY, DIRECTOR | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,482,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,223 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,539,554 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,539,554 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,471,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,073 | TotalTaxAmt |
| Distributable Before Adj | $221,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $221,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $221,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,845 | 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 | $29,845 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $29,845 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $221,500 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,684 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,684 | AppliedToYear1Amt |
| Applied To Current Year | $14,161 | 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 | $207,339 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 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. | $5,600 |
| 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. | $3,000 |
| 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. | $5,000 |
| 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. | $1,000 |
| LAMB & LION MINISTRIES | |||||||
| PO BOX 919 | MCKINNEY | TX | 75070 | DONOR ORGANIZATION | PC | PURPOSE OF PROCLAIMING THE SOON RETURN OF JESUS CHRIST | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,600 | 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 | $117,898 | 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 | -$600,741 | 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 | -$482,843 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$482,843 | 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 |
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 | $953,300 | EOYBookValueAmt |
| EOYFMV | $953,300 | 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 | $1,314,734 | $1,314,734 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| BOY Book Value | $709 | BOYBookValueAmt |
| EOY Book Value | -$648 | EOYBookValueAmt |
| EOYFMV | -$648 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV ADJUSTMENT | Desc |
| Amt | $15,870 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,944 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,944 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,944 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $306 | 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 | $0 | BOYBookValueAmt |
| EOY Book Value | -$5,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,301 | Amt |
| Net Investment Income | $3,301 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,301 | DisbursementsCharitablePrpsAmt |
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