L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143159349102544
- Schema version
- 2020v4.1
- 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
- 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 | 2021-11-11T14:19:44-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LEONARD | PersonFirstNm |
| Person Last | WOOD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE POPE | PreparerPersonNm |
| PTIN | P01461270 | PTIN |
| Phone | 4042537500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,398,673 | 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 | $244 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $244 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $669,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,983 | 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 |
| Accounting Fees Rev And Expnss | $4,282 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,282 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $907 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,377 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $246,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $246,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,210 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $88,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,196 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,926,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,802,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,375,478 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,014,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,825,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,398,673 | 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 | $2,014,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,825,465 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,014,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,825,465 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,014,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,825,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,014,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,834,949 | SubtotalAmt |
| Other Decreases | $9,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,825,465 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 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 | 2020-01-01 | 2020-12-31 | $327,003 | $332,881 | -$5,878 | -$5,878 |
| PUBLICLY TRADED SECURITIES (LT DTC 7018) | P | 2019-06-30 | 2020-12-31 | $267,107 | $239,300 | $27,807 | $27,807 |
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2020-01-01 | 2020-12-31 | $5,751 | $5,942 | -$191 | -$191 |
| PUBLICLY TRADED SECURITIES (LT DTC 7018) | P | 2019-06-30 | 2020-12-31 | $35,149 | $35,856 | -$707 | -$707 |
| PASSTHROUGH STCG FROM DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2020-06-30 | 2020-12-31 | $5,041 | -$5,041 | -$5,041 | |
| PASSTHROUGH LTCG FROM DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2019-06-30 | 2020-12-31 | $34,977 | $34,977 | $34,977 | |
| PASSTHROUGH STCG FROM DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2020-06-30 | 2020-12-31 | $1,077 | -$1,077 | -$1,077 | |
| PASSTHROUGH LTCG FROM DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2019-06-30 | 2020-12-31 | $9,143 | -$9,143 | -$9,143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,416 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,416 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,413 | OverpaymentAmt |
| Applied To ES Tax | $1,413 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 (5 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 |
| 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 | $2,039,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,127,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,127,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,095,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,003 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,003 | TotalTaxAmt |
| Distributable Before Adj | $103,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,210 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $252,210 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $252,210 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $773,844 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $701,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $365,129 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,986,227 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $135,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,962,582 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,210 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $148,443 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,111,025 | 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 | $773,844 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,337,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $701,560 | ExcessFromYear4Amt |
| Excess From Year3 | $365,129 | ExcessFromYear3Amt |
| Excess From Year2 | $1,986,227 | ExcessFromYear2Amt |
| Excess From Year1 | $135,822 | ExcessFromYear1Amt |
| Excess From Current Year | $148,443 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SQUASH | |||||||
| 3370 VALLEY CIRCLE NW | ATLANTA | GA | 30305 | N/A | PC | BRONZE SPONSOR | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GOVERNMENT / ECONOMICS / SOCIAL WELFARE | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 N DESERT DR | EAST POINT | GA | 30334 | N/A | PC | GENERAL DONATION | $43,535 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DRIVE | ATLANTA | GA | 30324 | N/A | PC | HURRICANE DORIAN DISASTER RELIEF | $25,000 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 112 KROG STREET NE 14 | ATLANTA | GA | 30307 | N/A | PC | GENERAL DONATION | $7,965 |
| BREAKTHROUGH ATLANTA | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | GENERAL DONATION | $1,000 |
| CITY OF REFUGE | |||||||
| 1300 JOSEPH E BOONE BLVD | ATLANTA | GA | 30314 | N/A | PC | GENERAL DONATION | $2,500 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2302 PARKLAKE DRIVE NE 210 | ATLANTA | GA | 30345 | N/A | PC | ANNUAL FUND DONATION | $2,100 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING ROAD SW | ROME | GA | 30161 | N/A | PC | GENERAL DONATION | $10,000 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL RD NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL DONATION | $300 |
| FRIENDS OF SMYRNA LIBRARY | |||||||
| 100 VILLAGE GREEN CIRCLE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,000 |
| BURTON MEMORIAL UNITED METHODIST CHURCH | |||||||
| 93001 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PC | GENERAL DONATION | $10,000 |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING ST NW SUITE 406 | ATLANTA | GA | 30309 | N/A | PC | GENERAL DONATION | $2,500 |
| CHILDREN'S AID | |||||||
| 117 WEST 124TH STREET 3RD FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL DONATION | $2,500 |
| JULIE'S DREAM INC | |||||||
| 3200 LEMONS RIDGE DR SE | ATLANTA | GA | 30339 | N/A | PC | DREAM BIG DONATION | $1,000 |
| KEEP SMYRNA BEAUTIFUL | |||||||
| 200 VILLAGE GREEN CIRCLE SE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $2,000 |
| MARTIN-LIPSCOMB PERFORMING ARTS CENTER | |||||||
| 507 CHESTNUT STREET | HIGHLANDS | NC | 28741 | N/A | PC | PERFORMING ARTS CENTER EXPANSION | $33,333 |
| CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| NORTHEAST XPY | ATLANTA | GA | 30341 | N/A | PC | GENERAL DONATION | $300 |
| MOVING IN THE SPIRIT | |||||||
| 544 ANGIER AVENUE NE | ATLANTA | GA | 30308 | N/A | PC | GENERAL DONATION | $5,000 |
| FIRST UNITED METHODIST CHURCH - HOMESTEAD | |||||||
| 622 N KROME AVE | HOMESTEAD | FL | 33030 | N/A | PC | GENERAL DONATION | $10,000 |
| NEWTOWN COUNTY BOYS & GIRLS CLUB | |||||||
| 13634 BROWN BRIDGE RD | COVINGTON | GA | 30016 | N/A | PC | GENERAL DONATION | $500 |
| ODYSSEY | |||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | 2019 BRUNCH SPONSOR | $2,500 |
| FOOD BANK OF NORTHEAST GEORGIA | |||||||
| 861 NEWTON BRIDGE RD | ATHENS | GA | 30607 | N/A | PC | GENERAL DONATION | $11,000 |
| GEORGIA COUNCIL OF SUBSTANCE ABUSE INC | |||||||
| 2310 PARKLAKE DR NE SUITE 540 | ATLANTA | GA | 30345 | N/A | PC | DONATION IN MEMORY OF MICHAEL SHOPTAW | $200 |
| GSU RISK MANAGEMENT FOUNDATION | |||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | N/A | PC | DONATION IN HONOR OF HARLAN & KATHY CROW | $2,500 |
| HIGHLANDS EMERGENCY COUNCIL | |||||||
| 71 POPLAR ST | HIGHLANDS | GA | 28741 | N/A | PC | GENERAL DONATION | $10,000 |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | "SHEPHERD'S MEN" DONATION | $5,000 |
| HONOR FLIGHT INC | |||||||
| 4601 NORTH FAIRFAX DRIVE SUITE 1200 | ARLINGTON | VA | 22203 | N/A | PC | IN MEMORY OF GORDON STEADMAN | $200 |
| SMYRNA EDUCATION FOUNDATION | |||||||
| 2800 KING STREET SE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $2,000 |
| SMYRNA FIRST UNITED METHODIST CHURCH | |||||||
| 1315 CONCORD ROAD SE | SMYRNA | GA | 30080 | N/A | PC | DONATION FOR PRESCHOOL/KINDERGARTEN PROGRAM | $12,500 |
| INTERNATIONAL DYSLEXIA ASSOCIATION GA | |||||||
| 7778 MCGINNIS FERRY ROAD 291 | SUWANEE | GA | 30024 | N/A | PC | GENERAL DONATION | $100 |
| INTERNATIONAL OCD FOUNDATION | |||||||
| PO BOX 961029 | BOSTON | MA | 02196 | N/A | PC | GENERAL DONATION | $300 |
| NATIONAL PKU ALLIANCE | |||||||
| 2809 E HAMILTON AVE 311 | EAU CLAIRE | WI | 54701 | N/A | PC | GENERAL DONATION | $5,000 |
| THE BASCOM | |||||||
| 323 FRANKLIN ROAD | HIGHLANDS | NC | 28741 | N/A | PC | DIRECTORS CIRCLE DONATION | $5,000 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| 2600 VIRGINIA AVENUE NW SUITE 1100 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL DONATION | $1,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | N/A | PC | GENERAL DONATION | $5,000 |
| PURPLE PANSIES INC | |||||||
| 1595 PEACHTREE PARKWAY STE 204-306 | CUMMING | GA | 30041 | N/A | PC | DONATION IN HONOR OF HOWARD YOUNG | $1,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | N/A | PC | GENERAL DONATION | $2,500 |
| UNC KENAN-FLAGLER BUSINESS SCHOOL | |||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | ADVISORY BOARD GIFT | $5,000 |
| SOUTH CAROLINA GOVERNOR'S SCHOOL | |||||||
| 15 UNIVERSITY ST | GREENVILLE | SC | 29601 | N/A | PC | GENERAL DONATION | $1,000 |
| SMYRNA PUBLIC SAFETY FOUNDATION INC | |||||||
| 2620 ATLANTA RD SE | SMYRNA | GA | 30080 | N/A | PC | SMYRNA CAMPAIGN GROCERY/MEAL PROGRAM | $7,500 |
| NEW (NEW) MASSES FOUNDATION | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL OPERATING FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $246,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $244 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,875 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $84,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,983 | 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 | $4,282 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,282 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC MULTI-STRATEGY FUND COMMON | AT COST | $124,590 | $131,843 |
| DTC US ACTIVE EQUITY FUND COMMON | AT COST | $422,446 | $513,108 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | AT COST | $288,092 | $531,688 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | AT COST | $100,529 | $182,465 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX FD ETF | AT COST | $455,253 | $593,580 |
| TOUCHSTONE IMPACT BOND FUND CL I | AT COST | $326,482 | $342,509 |
| ISHARES 20+ YEAR TREASURY BOND ETF | AT COST | $84,878 | $80,285 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES FOR INVESTMENTS | Desc |
| Amt | $9,484 | Amt |
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 | $907 | $0 | $907 |
| OTHER EXPENSE PER K-1 | $2,417 | $2,417 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DTC MULTI-STRATEGY FUND | $54 | $54 | $54 |
| DTC US ACTIVE EQUITY COMMON TRUST FUND | $63 | $63 | $63 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $9,165 | $9,165 | $0 |
| ADMIN CONTRACT LABOR | $188 | $0 | $188 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,229 | Amt |
| Net Investment Income | $1,229 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |