LEGG FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEGG FAMILY FOUNDATION INC (EIN 20-0994642)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201611339349100841
- Schema version
- 2015v2.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T08:00:23-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2015-01-01 | 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 | 2016-05-12 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $256,899 | 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 | $4,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,205 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,205 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,201 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,706 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,911 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,205 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $825 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $166 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,572 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,535 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,205 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,478 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,478 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $221,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $242,426 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $241,421 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $231,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $257,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $231,556 | UnrestrictedBOYAmt |
| Unrestricted EOY | $257,904 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $231,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $257,904 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $257,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $231,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,348 | ExcessRevenueOverExpensesAmt |
| Subtotal | $257,904 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $257,904 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 42.639 Columbia Acorn Z | P | 2014-12-09 | 2015-10-23 | $1,303 | $1,362 | -$59 | -$59 |
| 27.549 Columbia Acorn Z | P | 2012-06-06 | 2015-10-23 | $842 | $910 | -$68 | -$68 |
| 728.902 Touchstone Sands Cap Sel | P | 2013-07-30 | 2015-10-23 | $13,332 | $11,021 | $2,311 | $2,311 |
| 174.849 Columbia Acorn Z | P | 2011-01-21 | 2015-10-23 | $5,341 | $5,202 | $139 | $139 |
| Capital Gain Dividends | $17,383 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,706 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$59 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,434 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $242,368 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05130 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $199,316 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05896 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,421 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $163,279 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05770 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $145,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05170 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105,797 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02836 | DistributionYr5Rt |
| Total Distribution | 0.248009 | TotalDistributionRt |
| Average Distribution | 0.049602 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $246,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,239 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,453 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $428 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $428 | SubtotalAmt |
| Tax Based On Investment Income | $428 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $428 | 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 | $244,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $250,510 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $250,510 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $246,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $428 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $428 | TotalTaxAmt |
| Distributable Before Adj | $11,910 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,910 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,910 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $9,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,910 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $59 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $648 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,910 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,910 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,295 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,295 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $647 | ExcessFromYear2Amt |
| Excess From Year1 | $648 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Stuart F Meyer Hospice | |||||||
| 10500 NW Freeway Suite 220 | Houston | TX | 77092 | None | 501(C)(3) | Free camp to enrich lives of adults and children with special needs. | $1,000 |
| The Gentle Barn | |||||||
| 15825 Sierra Highway | Santa Clarita | CA | 91390 | None | 501(C)(3) | Working for a more peaceful future for children. | $5,600 |
| CIrcle of Love | |||||||
| 1391 Keencheefoonee Rd | Rutledge | GA | 30663 | None | PF | Disabled children | $1,200 |
| Greene County Christmas Stocking Fu | |||||||
| 9727 Shannon Woods STE 100 | Wichita | KS | 67726 | None | PF | Support various charitable organizations | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,911 | 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 | Accounting and tax preparation | CategoryTxt |
| Amt | $825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $242,426 | BookValueAmt |
| EOYFMV | $241,421 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment advisory fees | $2,535 | $2,535 |
| Rounding | $7 | |
| Secretary of State registration | $30 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Taxes | CategoryTxt |
| Amt | $166 | Amt |