L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349101664
- Schema version
- 2019v5.1
- 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
- Schedule B
- 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 | 2020-11-16T08:48:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 4703770139 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE POPE | PreparerPersonNm |
| PTIN | P01461270 | PTIN |
| Phone | 4042537500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.130.65.68 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 08:54:57 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1F5FFF456020B33D5822C92C15A5A92B68DED240 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6FE5B3D30C257AC5B18C887D47CD9AB216EC109A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,372,611 | 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 | $501,986 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $711 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $711 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $922,637 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,538 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,109 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,109 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $679,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,373 | 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 | $156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $156 | 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 | $9,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,042 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,568 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,568 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,229 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,229 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $942 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $427,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,522 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,276 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,265 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,698,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,926,722 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,284,346 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,727,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,014,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,372,611 | 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 | $1,727,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,014,987 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,727,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,014,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,727,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,014,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,727,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $427,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,154,855 | SubtotalAmt |
| Other Decreases | $139,868 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,014,987 | 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 | 2019-01-01 | 2019-12-31 | $16,831 | $16,904 | -$73 | -$73 |
| PUBLICLY TRADED SECURITIES (LT DTC 7018) | P | 2018-06-30 | 2019-12-31 | $833,772 | $709,254 | $124,518 | $124,518 |
| PUBLICLY TRADED SECURITIES (ST DTC 7018) | P | 2019-01-01 | 2019-12-31 | $17,000 | $17,234 | -$234 | -$234 |
| PUBLICLY TRADED SECURITIES (LT DTC 7018) | P | 2018-06-30 | 2019-12-31 | $47,000 | $47,777 | -$777 | -$777 |
| PASSTHROUGH STCG FROM DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2019-06-30 | 2019-12-31 | $166 | $166 | $166 | |
| PASSTHROUGH LTCG FROM DTC US ACTIVE EQUITY COMMON TRUST FUND | P | 2018-06-30 | 2019-12-31 | $7,868 | $7,868 | $7,868 | |
| PASSTHROUGH STCG FROM DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2019-06-30 | 2019-12-31 | $1,966 | -$1,966 | -$1,966 | |
| PASSTHROUGH LTCG FROM DTC MULTI-STRATEGY COMMON TRUST FUND | P | 2018-06-30 | 2019-12-31 | $7,964 | -$7,964 | -$7,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,538 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,095,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,383,668 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.879128 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $405,683 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $838,763 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.483668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $804,416 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,182,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.368527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $827,021 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,180,252 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.700716 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $540,279 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $647,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.833849 | DistributionYr5Rt |
| Total Distribution | 3.265888 | TotalDistributionRt |
| Average Distribution | 0.653178 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,017,238 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,317,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,675 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,319,290 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $234,403 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,766 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,766 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,416 | OverpaymentAmt |
| Applied To ES Tax | $2,416 | 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 | 4703770139 | 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 WOOD | ||||||||
| 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMANDA 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 | $1,927,339 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,047,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,047,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,017,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,350 | TotalTaxAmt |
| Distributable Before Adj | $97,512 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,512 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,512 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,403 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $234,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $234,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $508,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $773,844 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $701,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $365,129 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,986,227 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,335,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,403 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,891 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,472,076 | 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 | $508,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,963,651 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $773,844 | ExcessFromYear4Amt |
| Excess From Year3 | $701,560 | ExcessFromYear3Amt |
| Excess From Year2 | $365,129 | ExcessFromYear2Amt |
| Excess From Year1 | $1,986,227 | ExcessFromYear1Amt |
| Excess From Current Year | $136,891 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A SQUASH | ||||||||||||
| 3370 VALLEY CIRCLE NW | ATLANTA | GA | 30305 | N/A | PC | BRONZE SPONSOR | $2,500 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | N/A | PC | GENERAL DONATION | $100 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||||
| 10 GLENLAKE PKWY NE 400 | ATLANTA | GA | 30328 | N/A | PC | GENERAL DONATION | $200 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 1955 MONROE DRIVE | ATLANTA | GA | 30324 | N/A | PC | HURRICANE DORIAN DISASTER RELIEF | $29,500 | |||||
| ATLANTA BELTLINE PARTNERSHIP | ||||||||||||
| 112 KROG STREET NE 14 | ATLANTA | GA | 30307 | N/A | PC | GENERAL DONATION | $3,713 | |||||
| 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 | $2,600 | |||||
| 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 | $7,500 | |||||
| DOROTHEA DIX PARK CONSERVANCY | ||||||||||||
| PO BOX 28575 | RALEIGH | NC | 27611 | N/A | PC | IN MEMORY OF GREG POOLE | $300 | |||||
| FRIENDS OF SMYRNA LIBRARY | ||||||||||||
| 100 VILLAGE GREEN CIRCLE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,000 | |||||
| HOPE ATLANTA | ||||||||||||
| 34 PEACHTREE STREET BUILDING 34 | ATLANTA | GA | 30303 | N/A | PC | RENT/JOB TRAINING | $2,500 | PEACHTREE ST 700 | ||||
| JDRF | ||||||||||||
| 3525 PIEDMONT RD NE | ATLANTA | GA | 30305 | N/A | PC | NEILL & COLBY ERDOSSY RIDE | $2,000 | |||||
| JOHN WAYNE CANCER FOUNDATION | ||||||||||||
| 210 62ND STREET | NEWPORT BEACH | CA | 92663 | N/A | PC | GENERAL DONATION | $250 | |||||
| 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 | $2,500 | |||||
| MARTIN-LIPSCOMB PERFORMING ARTS CENTER | ||||||||||||
| 507 CHESTNUT STREET | HIGHLANDS | NC | 28741 | N/A | PC | PAC EXPANSION | $50,000 | |||||
| MARTIN-LIPSCOMB PERFORMING ARTS CENTER | ||||||||||||
| 507 CHESTNUT STREET | HIGHLANDS | NC | 28741 | N/A | PC | CAPITAL CAMPAIGN | $33,333 | |||||
| MOVING IN THE SPIRIT | ||||||||||||
| 544 ANGIER AVENUE NE | ATLANTA | GA | 30308 | N/A | PC | GENERAL DONATION | $1,800 | |||||
| NC STATE ENGINEERING FOUNDATION | ||||||||||||
| 230 PAGE HALL | RALEIGH | NC | 27695 | N/A | PC | GENERAL DONATION | $1,100 | |||||
| NEWTOWN COUNTY BOYS & GIRLS CLUB | ||||||||||||
| 13634 BROWN BRIDGE RD | COVINGTON | GA | 30016 | N/A | PC | GENERAL DONATION | $1,000 | |||||
| ODYSSEY | ||||||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | 2019 BRUNCH SPONSOR | $2,500 | |||||
| PEACHTREE PRESBYTERIAN CHURCH | ||||||||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL DONATION | $11,000 | |||||
| RHINO CONSERVATION BOTSWANA TRUST USA | ||||||||||||
| N/A | PC | GENERAL DONATION | $3,000 | PO BOX HA26 HAK | MAUN | BC | ||||||
| SAINT BASIL'S UKRAINIAN CATHOLIC CHURCH | ||||||||||||
| N/A | PC | DONATION IN MEMORY OF MILDRED | $200 | 202 HARCOURT ST | MB R3J 3H3 | CA | WINNIPEG | |||||
| SAINT MARY'S CATHOLIC SCHOOL | ||||||||||||
| 401 E 7TH ST | ROME | GA | 30161 | N/A | PC | FOR RHYNE ANDRES CALLENS | $300 | |||||
| SHEPHERD CENTER FOUNDATION | ||||||||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | SHEPHERD'S MEN"" DONATION | $13,875 | |||||
| SHIELD 616 | ||||||||||||
| 13395 VOYAGER PKWY STE 130 516 | COLORADO SPRINGS | CO | 80921 | N/A | PC | RABUN COUNTY | $2,100 | |||||
| SMYRNA EDUCATION FOUNDATION | ||||||||||||
| 2800 KING STREET SE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,000 | |||||
| SMYRNA FIRST UNITED METHODIST CHURCH | ||||||||||||
| 1315 CONCORD ROAD SE | SMYRNA | GA | 30080 | N/A | PC | DONATION FOR PRESCHOOL/KINDERGARTEN PROGRAM | $5,000 | |||||
| SOUTH CAROLINA GOVERNOR'S SCHOOL FOR THE ARTS AND HUMANITIES | ||||||||||||
| 15 UNIVERSITY ST | GREENVILLE | SC | 29601 | N/A | PC | TO SUPPORT THE VISITING ARTIST P | $25,000 | |||||
| ST BALDRICK'S FOUNDATION | ||||||||||||
| 1333 SOUTH MAYFLOWER AVENUE SUITE | MONROVIA | CA | 91016 | N/A | PC | GENERAL DONATION | $250 | 400 | ||||
| TGEN FOUNDATION | ||||||||||||
| 445 N 5TH STREET | PHOENIX | AZ | 85004 | N/A | PC | GENERAL DONATION | $500 | |||||
| THE BASCOM | ||||||||||||
| 323 FRANKLIN ROAD | HIGHLANDS | NC | 28741 | N/A | PC | DIRECTORS CIRCLE DONATION / GALA | $3,500 | |||||
| THE FAY SCHOOL INC | ||||||||||||
| 48 MAIN STREET | SOUTHBOROUGH | MA | 01772 | N/A | PC | GENERAL DONATION | $1,463 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| PO BOX 98018 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL DONATION | $250 | |||||
| THE WESTMINSTER SCHOOLS INC | ||||||||||||
| 1424WEST PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | TRACK & FIELD PROGRAM | $100 | |||||
| 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 | |||||
| YOUNG LIFE | ||||||||||||
| 1750 THE EXCHANGE SE 200 | ATLANTA | GA | 30339 | N/A | PC | DONATION FOR THE ATLANTA PROJECT | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,534 | 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 |
|---|---|---|---|---|---|---|---|
| A SQUASH | |||||||
| 3370 VALLEY CIRCLE NW | ATLANTA | GA | 30305 | N/A | PC | EDUCATIONAL ASSISTANCE | $2,500 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GOVERNMENT / POLITICS / ECONOMICS / SOCIAL WELFARE | $20,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2302 PARKLAKE DRIVE NE 210 | ATLANTA | GA | 30345 | N/A | PC | MEDICAL RESEARCH - ANNUAL FUND | $2,000 |
| JULIE'S DREAM INC | |||||||
| 3200 LEMONS RIDGE DR SE | ATLANTA | GA | 30339 | N/A | PC | MEDICAL RESEARCH - DREAM BIG 2020 | $1,000 |
| MARTIN-LIPSCOMB PERFORMING ARTS CENTER | |||||||
| 507 CHESTNUT STREET | HIGHLANDS | NC | 28741 | N/A | PC | CAPITAL CAMPAIGN | $33,333 |
| ODYSSEY | |||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | SUMMER PROGRAM FOR DISADVANTAGED STUDENTS IN ATLANTA | $2,500 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL OPERATING FUND | $12,000 |
| SEENA MAGOWITZ FOUNDATION | |||||||
| 7105 EAST PARADISE DRIVE | SCOTTSDALE | AZ | 85254 | N/A | PC | FUNDING FOR PANCREATIC CANCER RESEARCH | $500 |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | MEDICAL RESEARCH - "SHEPHERD'S MEN" | $10,000 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVENUE | MONROVIA | CA | 91016 | N/A | PC | MEDICAL RESEARCH | $250 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| PO BOX 98018 | WASHINGTON | DC | 20090 | N/A | PC | MEDICAL RESEARCH | $250 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 WEST PEACHTREE STREET NW | ATLANTA | GA | 30308 | N/A | PC | ENVIRONMENTAL RESEARCH | $2,500 |
| UNC RE CENTER & PROGRAM ADVISORY BOARD | |||||||
| 300 KENAN CENTER DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | EDUCATIONAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $91,833 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $711 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,015 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,373 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LWW FLORIDA HOLDINGS LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE STE 428 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $501,986 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,893 SHARES VANGUARD S&P ETF | NoncashPropertyDesc |
| Fair Market Value | $501,986 | FairMarketValueAmt |
| Received | 2019-08-12 | ReceivedDt |
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 (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DTC MULTI-STRATEGY FUND COMMON | AT COST | $172,165 | $172,478 |
| DTC US ACTIVE EQUITY FUND COMMON | AT COST | $305,109 | $335,882 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | AT COST | $389,999 | $577,106 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | AT COST | $147,247 | $190,749 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX FD ETF | AT COST | $493,092 | $585,929 |
| TOUCHSTONE IMPACT BOND FUND CL I | AT COST | $350,210 | $354,562 |
| LOOMIS SAYLES SENIOR FLOATING RATE & FIXED INCOME FUND CL Y #2627 | AT COST | $68,900 | $67,640 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $156 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $156 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES FOR INVESTMENTS | Desc |
| Amt | $139,868 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUBSCRIPTIONS & SUPPLIES | Desc |
| Revenue And Expenses Per Books | $942 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $942 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVERSIFIED TRUST COMPANY #7018 | Desc |
| Revenue And Expenses Per Books | $3,109 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,109 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,109 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $8,283 | $8,283 | $0 |
| ADMIN CONTRACT LABOR | $1,042 | $0 | $1,042 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $8,000 | $0 | $0 |
| FOREIGN TAX | $1,568 | $1,568 | $0 |