THE LEDBETTER FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE LEDBETTER FAMILY FOUNDATION (EIN 46-3406022)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-11
IRS object ID
201513159349101371
Schema version
2014v5.0
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

FieldValueIRS element (for citing)
Return2015-11-11T17:29:07-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 COMMERCE STREET SUITE 2350AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463406022EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LONNIE AND SAUNDRA LEDBETTER FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLONNBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13612 LAKE POWELL DRIVEAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76016ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLONNIE K LEDBETTERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8177139767PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLES E LAMBERTPreparerPersonNm
PTINP01235531PTIN
Phone8178109998PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,971,145FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,894,252ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$59,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,091DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,178NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,892,957GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,202,850CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$12,376NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$4,982,521TotalRevAndExpnssAmt
Total Net Invst Incm$2,261,941TotalNetInvstIncmAmt
Total Adj Net Incm$12,376TotalAdjNetIncmAmt
Taxes Rev And Expnss$2,014TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,014TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,014TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,362OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,362OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,362OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,376TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,376TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,376TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$12,376TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,376TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$12,376TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,970,145ExcessRevenueOverExpensesAmt
Net Investment Income$2,257,565NetInvestmentIncomeAmt
Adjusted Net Income$12,376AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,000CashBOYAmt
Cash EOY$41,020CashEOYAmt
Cash EOYFMV$41,020CashEOYFMVAmt
Corporate Bonds EOY$952,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$952,000CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$3,977,416OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,977,416OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$709OtherAssetsEOYAmt
Other Assets EOYFMV$709OtherAssetsEOYFMVAmt
Total Assets BOY$1,000TotalAssetsBOYAmt
Total Assets EOY$4,971,145TotalAssetsEOYAmt
Total Assets EOYFMV$4,971,145TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$1,000CapitalStockEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$4,970,145RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,971,145TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,971,145TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,970,145ExcessRevenueOverExpensesAmt
Subtotal$4,971,145SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,971,145TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SOLD 3750 SH ACI WORLDWIDED2013-06-142014-09-05$73,129$41,153$31,976$31,976
SOLD 625 SH ANSYS INCD2012-03-272014-09-05$50,654$35,200$15,454$15,454
SOLD 725 SH BORG WARNER INCD2011-02-042014-09-05$45,770$23,655$22,115$22,115
SOLD 80 SH CORE LABORATORIESD2012-10-022014-09-05$12,626$8,070$4,556$4,556
SOLD 7490 SH DIXIE GP INC CL AD2011-04-112014-09-05$67,762$28,157$39,605$39,605
SOLD 735 SH ESTERLINE TECH CORPD2011-02-042014-09-05$85,618$47,293$38,325$38,325
SOLD 915 SH FLIR SYSTEMS INCD2012-03-272014-09-05$30,625$21,587$9,038$9,038
SOLD 90 SH FMC TECHNOLOGY INCD2011-05-172014-09-05$5,157$3,730$1,427$1,427
SOLD 13555 SH HUTCHINSON TECHD2013-08-202014-09-05$58,638$35,631$23,007$23,007
SOLD 1335 HEXCEL CORPP2012-08-292014-09-05$53,313$26,636$26,677$26,677
SOLD 1485 SH RIGNET INCD2013-05-232014-09-05$69,125$30,839$38,286$38,286
SOLD 385 SH STRATASYS LTDD2012-03-272014-09-05$46,280$28,109$18,171$18,171
SOLD 935 SH TENNANT COMPANYD2012-08-292014-09-05$64,624$38,118$26,506$26,506
SOLD 165 SH TYLER TECHNOLOGIESD2012-03-272014-09-05$14,615$4,897$9,718$9,718
SOLD 180,316.349 SH DFTCXD2012-01-252014-09-05$2,589,312$1,383,823$1,205,489$1,205,489
SOLD 85,502.334 SH DFTWXD2012-01-252014-09-05$914,847$479,226$435,621$435,621
SOLD 1,202.271 SH VANGUARD TIAXD2012-06-132014-09-05$34,945$26,052$8,893$8,893
SOLD 712.777 SH ALLIANCE BERNSTEIND2009-02-022014-12-05$20,464$11,945$8,519$8,519
SOLD 83.572 SH ALLIANCE BERNSTEIND2013-12-202014-12-05$2,399$2,202$197$197
SOLD 2203.516 SH BLACKROCK HEALTHD2011-07-132014-12-05$108,787$63,427$45,360$45,360
SOLD 231.848 SH BLACKROCK HEALTHD2013-12-132014-12-05$11,446$8,432$3,014$3,014
SOLD 1628.701 SH COLUMBIA SELIGMAND2005-11-292014-12-05$81,044$46,589$34,455$34,455
SOLD 33.573 SH COLUMBIA SELIGMAND2013-12-192014-12-05$1,671$1,275$396$396
SOLD 4377.899 SH INVESCO EQD2013-01-092014-12-05$211,233$161,816$49,417$49,417
SOLD 144.351 SH INVESCO EQD2013-12-132014-12-05$6,965$5,900$1,065$1,065
SOLD 200 SH CONOCOPHILLIPSD2009-12-102014-12-05$13,653$7,966$5,687$5,687
SOLD 100 SH PHILLIPS 66D2009-12-102014-12-05$7,352$2,367$4,985$4,985
SOLD 2168.678 SH AMERICAN FUNDS GRD2009-02-022014-12-05$97,238$40,524$56,714$56,714
SOLD 2535.023 SH AMERICAN FUNDS GRD2013-12-182014-12-05$113,664$105,960$7,704$7,704
CAPITAL GAIN DIVIDENDSP$30,473
FieldValueIRS element (for citing)
Capital Gain Net Income$2,202,850CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12,376NetShortTermCapitalGainLossAmt
FieldValueIRS element (for citing)
Qlfy Und Sect4940e Reduced TaxQlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,151InvestmentIncomeExciseTaxAmt
Subtotal$45,151SubtotalAmt
Tax Based On Investment Income$45,151TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$560EsPenaltyAmt
Tax Due$45,711TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LONNIE K LEDBETTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LONNIE K LEDBETTER
3612 LAKE POWELL DRIVEARLINGTONTX76016PRESIDENT, DIRECTOR0$0
SAUNDRA L LEDBETTER
3612 LAKE POWELL DRIVEARLINGTONTX76016SECRETARY, DIRECTOR0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,473,572AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,954AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,486,526TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,486,526AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,298CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,464,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,211MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,211MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,151TaxBasedOnInvestmentIncomeAmt
Total Tax$45,151TotalTaxAmt
Distributable Before Adj$28,060DistributableBeforeAdjAmt
Distributable Before Ded$28,060DistributableBeforeDedAmt
Distributable As Adjusted$28,060DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,376ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$12,376QualifyingDistributionsAmt
Adjusted Qualifying Distri$12,376AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,060DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$12,376QualifyingDistributionsAmt
Applied To Current Year$12,376AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$15,684UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLONNIE SAUNDRA LEDBETTERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1APPALOOSA HORSE CLUBBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 171043AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76003ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipDONOR ORGANIZATIONRecipientRelationshipTxt
Recipient Foundation StatusEOFRecipientFoundationStatusTxt
Grant Or Contribution PurposeTHE APPALOOSA HORSE CLUB HONORS THE HERITAGE AND PROMOTES THE FUTURE OF THE APPALOOSA HORSE. PROVIDES SUPPORT IN EFFORTS TO PROMOTE THE APPALOOSA BREED.GrantOrContributionPurposeTxt
Amt$8,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescDONATIONSDesc
Exclusion$4,894,252ExclusionAmt
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,091ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,178ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,982,521ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,982,521TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line NumberNALineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
LONNIE PROPERTIES LTD
1PO BOX 171043ARLINGTONTX76003$4,216,115Yes (X)
LONNIE K LEDBETTER
23612 LAKE POWELL DRIVEARLINGTONTX76016$678,137Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS STOCKS, BONDS, AND OTHER SECURITIES.$4,216,1152014-08-26
2VARIOUS STOCKS, BONDS, AND OTHER SECURITIES.$678,1372014-08-28

Charitable Contributions Detail CharitableContributionsDetail (2 entries)

ContributorContributorNumGift PurposeGiftPurposeTxtGift UseGiftUseTxtHow Gift Is HeldHowGiftIsHeldDescTransferee Name IndividualTransfereeNameIndividualAddress Line1TransfereeUSAddress/AddressLine1TxtCityTransfereeUSAddress/CityNmState AbbreviationTransfereeUSAddress/StateAbbreviationCdZIPTransfereeUSAddress/ZIPCdRln Of Transferor To TransfereeRlnOfTransferorToTransfereeTxt
1DONATION TO PRIVATE FOUNDATION.HELD FOR INVESTMENT & INCOME ACCRUAL.HELD BY INVESTMENT FIRM.LONNIE PROPERTIES LTDPO BOX 171043ARLINGTONTX76003PARTNERS ARE DIRECTORS OF FOUNDATION.
2DONATION TO PRIVATE FOUNDATION.HELD FOR INVESTMENT & INCOME ACCRUAL.HELD BY INVESTMENT FIRM.LONNIE K LEDBETTER3612 LAKE POWELL DRIVEARLINGTONTX76016DIRECTORS OF PRIVATE FOUNDATION.

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$952,000EOYBookValueAmt
EOYFMV$952,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$2,465,000$2,465,000
OTHER SECURITIESFMV$1,512,416$1,512,416

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED INCOMEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$709EOYBookValueAmt
EOYFMV$709EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$2,362RevenueAndExpensesPerBooksAmt
Net Investment Income$2,362NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,362DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$2,014Amt
Net Investment Income$2,014NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,014DisbursementsCharitablePrpsAmt

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