THE VIRGIL R WILLIAMS CHARITABLE: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE VIRGIL R WILLIAMS CHARITABLE (EIN 58-6206644)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-31
- IRS object ID
- 201832129349100703
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-31T12:51:24-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581673613 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENNETT THRASHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 RIVERWOOD PARKWAY 700 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586206644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIRGIL R WILLIAMS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VIRG | BusinessNameControlTxt |
| Phone | 6783182088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1Txt |
| City | SUWANEE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGIL R WILLIAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6783182088 | PhoneNum |
| Signature | 2018-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER CUZZOURT | PreparerPersonNm |
| PTIN | P01301117 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2018-06-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $2,363,591 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,675 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,255 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,593 | 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 | $4,662 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,797 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,864 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,142 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,933 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,043 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,864 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,964 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,485 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $419,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $393,018 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $393,018 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $25,460 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $1,087,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,970,573 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $63 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,532,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,486,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,363,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,949,396 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,949,396 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,416,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,462,778 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,532,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,618 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,532,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,486,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,532,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,435 | OtherIncreasesAmt |
| Subtotal | $1,486,618 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,618 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2 SHS ADVANSIX INC | P | 2011-11-30 | 2017-01-26 | $51 | $14 | $37 | $37 |
| BANK OF AMERICA - LITIGATION PROCEEDS | P | 2017-11-21 | $2,405 | $2,405 | $2,405 | ||
| BANK OF AMERICA - LITIGATION PROCEEDS | P | 2017-05-17 | $3,517 | $3,517 | $3,517 | ||
| CAPITAL GAINS DIVIDENDS | P | $12,282 | $12,282 | $12,282 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,241 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,766,260 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,875,318 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046122 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,784 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,921,383 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $434,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,969,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.220561 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,950 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,968,449 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037568 | DistributionYr5Rt |
| Total Distribution | 0.397427 | TotalDistributionRt |
| Average Distribution | 0.079485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,116,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,199 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,614 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $87,964 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,438 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,438 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,608 | OverpaymentAmt |
| Applied To ES Tax | $1,608 | 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 | GA | 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 | VIRGIL R WILLIAMS | IndividualWithBooksNm |
| Phone | 6783182088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1Txt |
| City | SUWANEE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30024 | 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 | Yes (1) | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| VIRGIL R WILLIAMS | ||||||||
| 1000 CRESCENT RIVER PASS | SUWANEE | GA | 30024 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SARA WILLIAMS | ||||||||
| 1000 CRESCENT RIVER PASS | SUWANEE | GA | 30024 | TRUSTEE | 0.50 | $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 | $1,745,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $402,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,148,329 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,148,329 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,116,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $830 | TotalTaxAmt |
| Distributable Before Adj | $104,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,964 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,964 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $87,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $315,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,549 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $322,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,964 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $87,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,011 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,011 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $305,674 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $305,674 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $298,125 | ExcessFromYear4Amt |
| Excess From Year3 | $7,549 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | VIRGIL R WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VIRGIL R WILLIAMS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CRESCENT RIVER PASS | AddressLine1Txt |
| City | SUWANEE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7703182088 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJ DONOHUE SCHOLARSHIP ENDOWMENT FUND | |||||||
| PO BOX 13026 | JEKYLL ISLAND | GA | 31527 | NONE | 501(C)3 | GENERAL OPERATING FUND | $11,500 |
| CROSS POINTE BAPTIST CHURCH | |||||||
| 1800 SATELLITE BLVD NW | DULUTH | GA | 30097 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,500 |
| FIRST BAPTIST CHURCH ATLANTA | |||||||
| 4400 NORTH PEACHTREE ROAD | ATLANTA | GA | 30338 | NONE | 501(C)3 | GENERAL OPERATING FUND | $45,000 |
| GWINNETT MEDICAL CENTER FOUNDATION | |||||||
| 1755 N BROWN RD 100 | LAWRENCEVILLE | GA | 30043 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,500 |
| JUNIOR ACHIEVEMENT OF GEORGIA | |||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 |
| ST SIMONS COMMUNITY CHURCH | |||||||
| 2700 FREDERICA ROAD | ST SIMONS ISLAND | GA | 31522 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| MILER INSTITUTE FOUNDATION INC | |||||||
| 2839 PACES FERRY RD SE SUITE 1105 | ATLANTA | GA | 30339 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| HERRINGTON HOMESTEAD | |||||||
| PO BOX 1000 | STOCKBRIDGE | GA | 30281 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,100 | 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 | $677 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,675 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,241 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $51,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,593 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,662 | Amt |
| Net Investment Income | $2,797 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,864 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,093,600 | EOYBookValueAmt |
| EOYFMV | $1,970,573 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $63 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $2,435 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $6,933 | $6,933 | $0 |
| OTHER EXPENSE | $209 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $378 | $378 | $0 |
| EXCISE TAXES | $1,861 | $0 | $0 |