L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349101570
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T10:10:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581433845 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAZIER & DEETER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 PEACHTREE STREET NE SUITE 1500 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461605907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE L&C WOOD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | L&CW | BusinessNameControlTxt |
| Phone | 7703735775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3621 VININGS SLOPE SE STE 4400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WOOD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7703735775 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER GRUNER CPA | PreparerPersonNm |
| PTIN | P00848200 | PTIN |
| Phone | 4042537500 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,819,295 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,802 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $128,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $61 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $486 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,735 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,474 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,649 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,888 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,761 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $291,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,888 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$163,119 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,250 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,558,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,246,278 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,636,047 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,599,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,429,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,819,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,599,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,429,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,599,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,429,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,599,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,429,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,599,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$163,119 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,436,427 | SubtotalAmt |
| Other Decreases | $6,901 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,429,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2023-01-01 | 2023-12-31 | $27,420 | $28,305 | -$885 | -$885 |
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2023-01-01 | 2023-12-31 | $239,265 | $181,186 | $58,079 | $58,079 |
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2023-01-01 | 2023-12-31 | $8,452 | $8,614 | -$162 | -$162 |
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2023-01-01 | 2023-12-31 | $132,348 | $125,989 | $6,359 | $6,359 |
| PASSTHROUGH STCG FROM DTC MULTI-STRATEGY COMMON TRUST FUND - LIQUID ACCOUNT | P | 2023-01-01 | 2023-12-31 | $102 | $102 | $102 | |
| DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2023-01-01 | 2023-12-31 | $997 | $997 | $997 | |
| DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2023-01-01 | 2023-12-31 | $15,639 | $15,639 | $15,639 | |
| DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2023-01-01 | 2023-12-31 | $1,270 | -$1,270 | -$1,270 | |
| DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2023-01-01 | 2023-12-31 | $1,058 | -$1,058 | -$1,058 | |
| DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2023-01-01 | 2023-12-31 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,802 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $522 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,642 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | VICKI MANUS | IndividualWithBooksNm |
| Phone | 7703735775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3621 VININGS SLOPE SE STE 4400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LEONARD W WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | PRESIDENT/DIRECTOR | 2.50 | $0 | $0 | $0 |
| CARLA O'NEILL WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | SECRETARY/DIRECTOR | 2.50 | $0 | $0 | $0 |
| VICKI MANUS | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | TREASURER | 2.50 | $0 | $0 | $0 |
| LEONARD W WOOD JR | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN JOHN WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KIRA G WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMANDA M WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,787,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,893,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,893,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,864,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,642 | TotalTaxAmt |
| Distributable Before Adj | $91,596 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,596 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,596 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $281,261 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,596 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,986,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $135,822 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $148,443 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,775 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,491,501 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,596 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,681,166 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,986,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $694,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $135,822 | ExcessFromYear4Amt |
| Excess From Year3 | $148,443 | ExcessFromYear3Amt |
| Excess From Year2 | $82,775 | ExcessFromYear2Amt |
| Excess From Year1 | $138,234 | ExcessFromYear1Amt |
| Excess From Current Year | $189,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD W WOOD | ContributingManagerNm |
| Contributing Manager | CARLA O'NEILL WOOD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A SQUASH | ||||||||
| 3370 VALLEY CIRCLE NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL DONATION | $2,500 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL DONATION | $20,000 | |
| ATLANTA BELTLINE PARTNERSHIP | ||||||||
| 112 KROG STREET NE 14 | ATLANTA | GA | 30307 | N/A | PC | GENERAL DONATION | $10,000 | |
| ATLANTA HUMANE SOCIETY | ||||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL DONATION | $1,000 | |
| ATLANTA POLICE FOUNDATION | ||||||||
| 191 PEACHTREE TOWER | ATLANTA | GA | 30303 | N/A | PC | GENERAL DONATION | $5,000 | |
| BOYS & GIRLS CLUB OF THE PLATEAU | ||||||||
| 558 FRANK ALLEN RD BOX 1812 | CASHIERS | NC | 28717 | N/A | PC | GENERAL DONATION | $10,000 | |
| CATHEDRAL OF CHRIST THE KING | ||||||||
| 2699 PEACHTREE ROAD | ATLANTA | GA | 30305 | N/A | PC | GENERAL DONATION | $1,000 | |
| CITY OF REFUGE | ||||||||
| 1300 JOSEPH E BOONE BLVD | ATLANTA | GA | 30314 | N/A | PC | GENERAL DONATION | $9,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2302 PARKLAKE DRIVE NE 210 | ATLANTA | GA | 30345 | N/A | PC | ANNUAL FUND DONATION | $2,333 | |
| CYSTIC FIBROSIS FOUNDATION GEORGIA CHAPTER | ||||||||
| 2302 PARKLAKE DRIVE NE 210 | ATLANTA | GA | 30345 | N/A | PC | GENERAL DONATION - BEVERAGE SPONSOR | $2,500 | |
| DARLINGTON SCHOOL | ||||||||
| 1014 CAVE SPRING ROAD SW | ROME | GA | 30161 | N/A | PC | GENERAL DONATION / CAPITAL CAMPAIGN / IN MEMORY OF SARAH MCFATHER | $30,000 | |
| GALLOWAY SCHOOL | ||||||||
| 215 CHASTAIN PARK AVE NW | ATLANTA | GA | 30342 | N/A | PC | ANNUAL DONATION | $10,000 | |
| HEALTHNETWORK FOUNDATION | ||||||||
| 3550 LANDER RD SUITE 225 | CLEVELAND | OH | 44124 | N/A | PC | GENERAL DONATION | $10,000 | |
| JULIE'S DREAM INC | ||||||||
| 3200 LEMONS RIDGE DR SE | ATLANTA | GA | 30339 | N/A | PC | GENERAL DONATION | $5,000 | |
| LOVETT SCHOOL ALUMNI ASSOCIATION | ||||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | PLATINUM DONATION | $1,500 | |
| OCEAN REEF COMMUNITY FOUNDATION INC | ||||||||
| 200 ANCHOR DR | KEY LARGO | FL | 33037 | N/A | PC | PATCHES MATCH | $42,500 | |
| SACRED HEART ACADEMY | ||||||||
| 47 CATHEDRAL AVE | HEMPSTEAD | NY | 11550 | N/A | PC | GENERAL DONATION | $2,000 | |
| SCHENCK SCHOOL | ||||||||
| 282 MT PARAN RD NW | ATLANTA | GA | 30327 | N/A | PC | IN MEMORY OF JAMES C. "JIM" WALLACE | $250 | |
| SHEPHERD CENTER FOUNDATION | ||||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | "SHEPHERD'S MEN" DONATION | $6,334 | |
| SUPPORT SMYRNA INC | ||||||||
| 2950 ATLANTA ROAD SE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $20,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 WILSHIRE BOULEVARD SUITE 1100 | LOS ANGELES | CA | 90024 | N/A | PC | GENERAL DONATION | $333 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 600 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | N/A | PC | GENERAL DONATION / DONATION IN HONOR OF RALPH EDWARDS | $2,750 | |
| UGA FOUNDATION | ||||||||
| 1 PRESS PL STE 101 | ATHENS | GA | 30601 | N/A | PC | ROBERT L. MILLINOR JR. ENDOWED SCHOLARSHIP | $15,000 | |
| UNC KENAN-FLAGLER BUSINESS SCHOOL | ||||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | ADVISORY BOARD GIFT | $5,000 | |
| WOODWARD ACADEMY | ||||||||
| 1662 RUGBY AVE | COLLEGE PARK | GA | 30337 | N/A | PC | PRESIDENTS CIRCLE DONATION | $5,000 | |
| BETA CHAPTER OF PDT INC | ||||||||
| 210 NORTH COLUMBIA STREET | CHAPEL HILL | NC | 27514 | N/A | PC | CAPITAL CAMPAIGN | $2,500 | |
| AGAPE YOUTH & FAMILY CENTER | ||||||||
| 2210 MARIETTA BLVD NW | ATLANTA | GA | 30318 | N/A | PC | SPRING BENEFIT DONATION | $1,500 | |
| BOYS & GIRLS CLUB OF NORTH CENTRAL GA | ||||||||
| 1140 MONTICELLO RD | MADISON | GA | 30650 | N/A | PC | GENERAL DONATION | $500 | |
| NATIONAL PKU ALLIANCE | ||||||||
| 954 LEXINGTON AVE 269 | NEW YORK | NY | 10021 | N/A | PC | IN HONOR OF HUDSON'S KILIMANJARO SUMMIT FOR AWARENESS | $5,000 | |
| OPEN HAND | ||||||||
| 181 ARMOUR DR NE | ATLANTA | GA | 30324 | N/A | PC | GENERAL DONATION | $1,000 | |
| THE COALITION FOR CAROLINA FOUNDATION | ||||||||
| 1450 ENVIRON WAY | CHAPEL HILL | NC | 27517 | N/A | PC | GENERAL DONATION | $25,000 | |
| UNC - CHAPEL HILL | ||||||||
| UNC - CHAPEL HILL SUITE 3100 SASB | CHAPEL HILL | NC | 27599 | N/A | PC | ON BEHALF OF KIRA & LEONARD WOOD JR. | $20,000 | NORTH CB2100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GOVERNMENT / POLITICS / ECONOMICS / SOCIAL WELFARE | $20,000 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 112 KROG STREET NE 14 | ATLANTA | GA | 30307 | N/A | PC | ANNUAL FUND | $10,000 |
| CITY OF REFUGE | |||||||
| 1300 JOSEPH E BOONE BLVD | ATLANTA | GA | 30314 | N/A | PC | ANNUAL FUND DONATION | $25,000 |
| CYSTIC FIBROSIS FOUNDATION GEORGIA CHAPTER | |||||||
| 57 EXECUTIVE PARK S 380 | ATLANTA | GA | 30329 | N/A | PC | MEDICAL RESEARCH | $2,500 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING ROAD SW | ROME | GA | 30161 | N/A | PC | ANNUAL FUND DONATION / EDUCATIONAL TEACHER ENDOWMENT | $12,500 |
| GALLOWAY SCHOOL | |||||||
| 215 CHASTAIN PARK AVE NW | ATLANTA | GA | 30342 | N/A | PC | ANNUAL FUND DONATION | $7,500 |
| JULIE'S DREAM INC | |||||||
| 3200 LEMONS RIDGE DR SE | ATLANTA | GA | 30339 | N/A | PC | ANNUAL FUND DONATION | $5,000 |
| LOVETT SCHOOL ALUMNI ASSOCIATION | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | EDUCATIONAL FUND DONATION | $1,500 |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | ANNUAL FUND DONATION | $5,000 |
| SUPPORT SMYRNA INC | |||||||
| 2950 ATLANTA ROAD SE | SMYRNA | GA | 30080 | N/A | PC | ANNUAL FUND DONATION | $7,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | N/A | PC | GENERAL DONATION | $2,750 |
| UGA FOUNDATION | |||||||
| 1 PRESS PL STE 101 | ATHENS | GA | 30601 | N/A | PC | SCHOLARSHIP ENDOWMENT | $15,000 |
| UNC KENAN-FLAGLER BUSINESS SCHOOL | |||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | EDUCATIONAL FUND DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $118,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,095 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $128,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC MULTI-STRATEGY FUND COMMON | AT COST | $110,992 | $116,602 |
| DTC US ACTIVE EQUITY FUND COMMON | AT COST | $261,720 | $333,839 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | AT COST | $168,782 | $383,510 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | AT COST | $71,318 | $132,358 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX FD ETF | AT COST | $216,936 | $278,342 |
| TOUCHSTONE IMPACT BOND FUND CL I | AT COST | $266,619 | $251,060 |
| DTC MULTI-STRAT FD LIQUIDATING ACCT | AT COST | $1 | $14 |
| COLUMBIA STRATEGIC INCOME FUND INSTL 3 #6607 | AT COST | $104,710 | $94,826 |
| PIMCO LOW DURATION FUND II #107 | AT COST | $45,200 | $45,496 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61 | LegalFeesAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES FOR INVESTMENTS | $6,587 |
| FEDERAL EXCISE TAX ESTIMATE | $314 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUBSCRIPTIONS & SUPPLIES | $2,261 | $0 | $2,261 |
| MISC FEES PER DTC CTF FUNDS | $1,474 | $1,474 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DTC NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $83 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $7,698 | $7,698 | $0 |
| BANK FEES | $169 | $169 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $486 | Amt |
| Net Investment Income | $486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |