FURP.ORG / PUBLIC DATA EXPLORER

LEGG FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LEGG FAMILY FOUNDATION INC (EIN 20-0994642)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201411349349101796
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T13:45:59-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Treadwell & Spires CPAs LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11020 Park DriveAddressLine1
CityGreensboroCity
StateGAState
ZIP Code30642ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200994642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Legg Family Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLEGGBusinessNameControlTxt
Phone7064530193PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12851 Club DriveAddressLine1
CityGreensboroCity
StateGAState
ZIP Code30642ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJane D LeggPersonNm
Person TitleTrusteePersonTitleTxt
Signature2014-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTeresa P Treadwell CPAPreparerPersonNm
PTINP00422225PTIN
Phone7064532341PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$240,182FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,821DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,821DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,821DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$13,150NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$53,445GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,150CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$896NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$572OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$42,543TotalRevAndExpnssAmt
Total Net Invst Incm$16,971TotalNetInvstIncmAmt
Total Adj Net Incm$4,717TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$825AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,026OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,026OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,032TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,026TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$14,932TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,026TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$11,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$27,611ExcessRevenueOverExpensesAmt
Net Investment Income$14,945NetInvestmentIncomeAmt
Adjusted Net Income$4,717AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$31,862SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$22,220SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,220SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$153,452OtherInvestmentsBOYAmt
Other Investments EOY$190,705OtherInvestmentsEOYAmt
Other Investments EOYFMV$217,962OtherInvestmentsEOYFMVAmt
Total Assets BOY$185,314TotalAssetsBOYAmt
Total Assets EOY$212,925TotalAssetsEOYAmt
Total Assets EOYFMV$240,182TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$185,314UnrestrictedBOYAmt
Unrestricted EOY$212,925UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$185,314TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$212,925TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$185,314TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$212,925TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$185,314TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$27,611ExcessRevenueOverExpensesAmt
Subtotal$212,925SubtotalAmt
Tot Net Ast Or Fund Balances EOY$212,925TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGain Or LossGainOrLossAmt
Capital Gain Dividends
$10,861
FieldValueIRS element (for citing)
Capital Gain Net Income$13,150CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$896NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,421AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$163,279NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05770DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$145,083NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05170DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$105,797NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02836DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$88,147NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.01702DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$78,228NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02557DistributionYr5Rt
Total Distribution0.18033TotalDistributionRt
Average Distribution0.03607AverageDistributionRt
Net Vl Noncharitable Assets$199,316NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,189AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$149NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,338AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$11,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$149InvestmentIncomeExciseTaxAmt
Subtotal$149SubtotalAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Tax Due$149TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jane D Legg
2851 Club DriveGreensboroGA30642President1.00$0
Wendy Legg Gilbertson
19141 Pleasantview RdEden PrairieMN55346Secretary1.00$0
Deborah E Legg
7607 Wordham DriveAustinTX78749Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$191,579AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,772AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$202,351TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$202,351AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,035CashDeemedCharitableAmt
Net Vl Noncharitable Assets$199,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,966MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,966MinimumInvestmentReturnAmt
Tax Based On Investment Income$149TaxBasedOnInvestmentIncomeAmt
Total Tax$149TotalTaxAmt
Distributable Before Adj$9,817DistributableBeforeAdjAmt
Distributable Before Ded$9,817DistributableBeforeDedAmt
Distributable As Adjusted$9,817DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,900ExpensesAndContributionsAmt
Qualifying Distributions$11,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$149PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,751AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,817DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$59ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,415ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,474TotalExcessDistributionCyovAmt
Qualifying Distributions$11,900QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,817AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,083RemainingDistriFromCorpusAmt
Total Corpus$3,557TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,557ExcessDistriCyovToNextYrAmt
Excess From Year2$59ExcessFromYear2Amt
Excess From Year1$1,415ExcessFromYear1Amt
Excess From Current Year$2,083ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Camp For All Foundation
10500 NW Freeway Suite 220HoustonTX77092None501(C)(3)Free camp to enrich lives of adults and children with special needs.$5,000
The Gentle Barn
15825 Sierra HighwaySanta ClaritaCA91390None501(C)(3)Working for a more peaceful future for children.$5,400
Friends of Columbia
PO Box 367ColumbiaCA95310None501(C)(3)Promote and preserve Columbia State Historical Park.$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,821ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$10,861ExclusionAmt
Related Or Exempt Function Incm$2,289RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMisc investment incomeDesc
Exclusion14ExclusionCd
Exclusion$572ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$15,254ExclusionAmt
Related Or Exempt Function Incm$2,289RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,543TotalIncomeProducingActyAmt

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/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Legg Charitable Lead Ann Trust 1
12851 Club DriveGreensboroGA30642$10,000Yes (X)
Legg Charitable Lead Ann Trust 2
22851 Club DriveGreensboroGA30642$15,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and tax preparationCategoryTxt
Amt$825Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Secretary of State registration$55
Service fees$28
Subscription$19
Tax$79

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMisc investment incomeDesc
Revenue And Expenses Per Books$572RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment advisory fees - MSCategoryTxt
Amt$2,026Amt
Net Investment Income$2,026NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt