L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-27
- IRS object ID
- 201810869349100306
- Schema version
- 2016v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T13:32:05-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 7703735775 | PhoneNum |
| Signature | 2018-03-25 | 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 | 40.132.51.144 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-25 | IPDt |
| IP Tm | 12:28:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E868C07C352450A7774217B453731A14C4DFB586 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,448,983 | 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 | $1,468,759 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $679 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $679 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,963 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,177,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259,963 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,787,253 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,494 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $61 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $61 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,355 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,355 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $835 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,617 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,617 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $205 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $801,733 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $801,733 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $829,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $804,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $958,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $642,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,460 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $934,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,170,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,339,523 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,577,100 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,279,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,448,983 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,577,100 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,279,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,577,100 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,577,100 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,279,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,577,100 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $958,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,535,182 | SubtotalAmt |
| Other Decreases | $255,427 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,279,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2007.227 SHS LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND | P | 2016-06-29 | 2016-10-28 | $19,912 | $19,500 | $412 | $412 |
| 4085.802 SHS RIVERPARK SHORT TERM HIGH YIELD FUND INSTL CLASS | P | 2015-11-23 | 2016-10-13 | $40,000 | $39,959 | $41 | $41 |
| 718.0 SHS RMR GROUP INC | P | 2015-12-15 | 2016-11-03 | $25,102 | $8,537 | $16,565 | $16,565 |
| 623.0 VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | P | 2015-11-19 | 2016-10-28 | $54,752 | $53,675 | $1,077 | $1,077 |
| 172.0 SHS VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | P | 2016-07-28 | 2016-10-28 | $15,116 | $15,395 | -$279 | -$279 |
| 10224.949 SHS RIVERPARK SHORT TERM HIGH YIELD FUND INSTL | P | 2015-11-23 | 2016-12-01 | $100,000 | $100,000 | $0 | $0 |
| 1190.0 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2015-10-27 | 2016-11-29 | $241,702 | $225,023 | $16,679 | $16,679 |
| 7197.0 SHS VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | P | 2015-10-29 | 2016-11-03 | $619,828 | $614,878 | $4,950 | $4,950 |
| 728.0 SHS VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | P | 2015-10-29 | 2016-11-03 | $62,698 | $63,078 | -$380 | -$380 |
| 34218.590 SHS RIVERPARK SHORT TERM HIGH YIELD FUND INSTL CLASS #5703 | P | 2016-11-14 | 2017-02-15 | $335,000 | $334,658 | $342 | $342 |
| 25000 SHS ATLANTIC CAP BANCSHARES INC COM | P | 2017-02-14 | 2017-02-21 | $475,090 | $250,000 | $225,090 | $225,090 |
| 16309.888 SHS RIVERPARK SHORT TERM HIGH YIELD FUND INSTL CLASS #7503 | P | 2015-11-23 | 2017-02-27 | $160,000 | $159,511 | $489 | $489 |
| 2772.336 SHS DTC MULTI-STRATEGY FUND COMMON | P | 2016-11-30 | 2017-02-28 | $25,400 | $24,141 | $1,259 | $1,259 |
| PASS-THROUGH S/T GAIN DTC MULTI STRATEGY CTF | P | 2016-12-31 | 2016-12-31 | $2,322 | $2,322 | $2,322 | |
| PASS-THROUGH L/T LOSS DTC MULTI STRATEGY CTF | P | 2015-07-01 | 2016-12-31 | $6,238 | -$6,238 | -$6,238 | |
| PASS-THROUGH S/T GAIN DTC US ACTIVE EQUITY CTF | P | 2016-12-31 | 2016-12-31 | $65 | $65 | $65 | |
| PASS-THROUGH L/T GAIN DTC US ACTIVE EQUITY CTF | P | 2015-07-01 | 2016-12-31 | $135 | $135 | $135 | |
| PASS-TRHOUGH S/T LOSS DTC US CORE EQUITY CTF | P | 2016-12-31 | 2016-12-31 | $643 | -$643 | -$643 | |
| PASS-THROUGH L/T LOSS DTC US CORE EQUITY CTF | P | 2015-07-01 | 2016-12-31 | $1,923 | -$1,923 | -$1,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259,963 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $827,021 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,180,252 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.700716 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $540,279 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $647,934 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.833849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $650,159 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $456,485 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.424272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $386,580 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $317,876 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.216135 | DistributionYr4Rt |
| Total Distribution | 4.174972 | TotalDistributionRt |
| Average Distribution | 1.043743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,182,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,278,270 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,070 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,281,340 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $804,416 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | 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 |
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 | $1,941,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $274,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,216,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,216,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,182,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,139 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,139 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,140 | TotalTaxAmt |
| Distributable Before Adj | $102,999 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,999 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,999 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $804,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $804,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $804,416 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,999 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $378,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $628,925 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $508,425 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $773,844 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,289,435 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $804,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,999 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $701,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,990,852 | 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 | $2,990,852 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $378,241 | ExcessFromYear4Amt |
| Excess From Year3 | $628,925 | ExcessFromYear3Amt |
| Excess From Year2 | $508,425 | ExcessFromYear2Amt |
| Excess From Year1 | $773,844 | ExcessFromYear1Amt |
| Excess From Current Year | $701,417 | 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 (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2302 PARKLAKE DR NE 210 | ATLANTA | GA | 30345 | N/A | PC | ANNUAL FUND DONATION | $100 |
| SPECIAL OLYMPICS GEORGIA | |||||||
| 6046 FINANCIAL DR | NORCROSS | GA | 30071 | N/A | PC | GENERAL DONATION | $100 |
| OCEAN REEF COMMUNITY ASSOCIATION | |||||||
| 35 OSPREY LN | KEY LARGO | FL | 33037 | N/A | PC | MILITARY ASSISTANCE FUND DONATION | $100 |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL DONATION | $1,500 |
| SMYRNA EDUCATION FOUNDATION | |||||||
| 2800 KING ST NE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,500 |
| FERNBANK MUSEUM OF NATUREAL HISTORY | |||||||
| 767 CLIFTON RD | ATLANTA | GA | 30307 | N/A | PC | GENERAL DONATION | $1,000 |
| FRIEND OF SMYRNA LIBRARY | |||||||
| 100 VILLAGE GREEN CIR | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,500 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | GENERAL DONATION | $500 |
| THE GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING ST NW 400 | ATLANTA | GA | 30308 | N/A | PC | INVENTURE CHALLEGNE DONATION | $7,500 |
| TELLUS SCIENCE MUSEUM | |||||||
| 100 TELLUS DR | CARTERSVILLE | GA | 30120 | N/A | PC | GENERAL DONATION | $1,000 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING RD SW | ROME | GA | 30161 | N/A | PC | GENERAL DONATION | $4,000 |
| THE FAY SCHOOL INC | |||||||
| 48 MAIN ST | SOUTHBOROUGH | MA | 01772 | N/A | PC | GENERAL DONATION | $2,000 |
| THE WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL DONATION | $1,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL DONATION | $500 |
| KEEP SMYRNA BEAUTIFUL | |||||||
| 200 VILLAGE GREEN CIR SE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $1,500 |
| SMYRNA ARTS & CULTURE COUNCIL | |||||||
| 2800 KING ST NE | SMYRNA | GA | 30080 | N/A | PC | GENERAL DONATION | $3,000 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 101 MONTGOMERY STREET 900 | SAN FRANCISCO | CA | 94104 | N/A | PC | DONATION FOR 'SWEET AUBURN SOIREE' | $2,500 |
| COMMNUNITIES IN SCHOOLS | |||||||
| 2345 CRYSTAL DR 700 | ARLINGTON | VA | 22202 | N/A | PC | DONATION IN HONOR OF GEORGE JOHNSON | $1,000 |
| VNA & HOSPICE OF THE FLORIDA KEYS | |||||||
| 1319 WILLIAM STREET | KEY WEST | FL | 33040 | N/A | PC | DONATION IN MEMORY OF DICK SKELLEY | $100 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DRIVE | ATLANTA | GA | 30324 | N/A | PC | DONATION FOR LOUISIANA FLOOD RELIEF | $5,000 |
| SEENA MAGOWITZ FOUNDATION | |||||||
| 7105 EAST PARADISE DR | SCOTTSDALE | AZ | 85254 | N/A | PC | DONATION IN HONOR OF HOWARD YOUNG | $500 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | N/A | PC | DONATION FOR JOHN CARMICHAEL MEMORIAL | $100 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DR | ATLANTA | GA | 30324 | N/A | PC | DONATION FOR EASTERN N. CAROLINA FLOOD/HURRICAN MATTHEW | $10,000 |
| AMERICAN ENTERPISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL DONATION | $20,000 |
| UNITED SERVICE ORGANIZATIONS | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL DONATION | $1,000 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | N/A | PC | OFFERING DONATION | $12,000 |
| MEETING STREET ACADEMY | |||||||
| 642 MEETING ST | CHARLESTON | SC | 29403 | N/A | PC | DONATION IN HONOR OF GEORGE JOHNSON | $1,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL DONATION | $25,000 |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 100 EDGEWOOD AVE NE | ATLANTA | GA | 30303 | N/A | PC | 2015/2016 CAMPAIGN YEAR DONATION | $25,000 |
| PATH FOUNDATION | |||||||
| PO BOX 14327 | ATLANTA | GA | 30324 | N/A | PC | GENERAL DONATION | $1,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 930188 | NORCROSS | GA | 30003 | N/A | PC | GENERAL DONATION | $500 |
| CURE CP | |||||||
| PO BOX 81993 | ATLANTA | GA | 30366 | N/A | PC | GENERAL DONATION | $500 |
| HIGHLANDS COMMUNITY FOUNDATION | |||||||
| PO BOX 1150 | HIGHLANDS | NC | 28741 | N/A | PC | GENERAL DONATION | $1,200 |
| DP RESEARCH LLC | |||||||
| 1583 LIVINGSTON RD | GREENVILLE | FL | 32331 | N/A | PC | DIXIE HABITAT IMPROVEMENT | $5,000 |
| DP RESEARCH LLC | |||||||
| 1583 LIVINGSTON RD | GREENVILLE | FL | 32331 | N/A | PC | DIXIE GAME BIRD RESEARCH PROJECT | $2,500 |
| DP RESEARCH LLC | |||||||
| 1583 LIVINGSTON RD | GREENVILLE | FL | 32331 | N/A | PC | TTRS GENERAL MEMBERSHIP | $2,500 |
| THE WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | GENERAL DONATION | $333,333 |
| JACOB'S LADDER CENTER | |||||||
| 407 HARDSCRABBLE | ROSWELL | GA | 30075 | N/A | PC | BUCKHEAD CAMPUS DONATION | $2,500 |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | PC | IN MEMORY OF CLIFFORD FORLINES TO SUPPORT LUNG RESEARCH | $100 |
| UNC - CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | 2017 ANNUAL COMMITMENT WOOD SCHOLARS | $216,000 |
| UNC ARTS & SCIENCES FOUNDATION | |||||||
| CAMPUS BOX 3100 205 SOUTH BUILDING | CHAPEL HILL | NC | 27599 | N/A | PC | JAMES & SUSAN MOESER AUDITORIUM DONATION | $25,000 |
| THE CROSSNORE SCHOOL & CHILDREN'S HOME | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | N/A | PC | CLASSROOM WITHOUT WALLS DONATION | $25,000 |
| UNC KENAN-FLAGLER BUSINESS SCHOOL | |||||||
| 300 KENAN CENTER DR | CHAPEL HILL | NC | 27599 | N/A | PC | ADVISORY BOARD GIFT DONATION | $5,000 |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | NOURSH & FLOURISH CAPITAL CAMPAIGN DONATION | $10,000 |
| THE COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE 300 | ASHEVILLE | NC | 28803 | N/A | PC | RISE AND SHINE SCHOLARSHIP DONATION | $5,000 |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | MAGNOLIA CIRCLE TWO YEAR MEMBERSIP DONATION | $9,000 |
| SHEPHERD CENTER | |||||||
| 2020 PEACHTREE ROAD NW | ATLANTA | GA | 30309 | N/A | PC | SILVER SPONSORSHIP - LEGENDS OF THE SILVER SCREEN DONATION | $2,500 |
| CAMP TWIN LANES | |||||||
| 1100 SPRING ST NW 260 | ATLANTA | GA | 30309 | N/A | PC | DONATION IN MEMORY OF CAROLYN W. HUFF | $1,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES ST | BALTIMORE | MD | 21218 | N/A | PC | DONATION IN MEMORY OF CAROLYN W. HUFF | $100 |
| FIGHTSMA INC | |||||||
| 1321 DUKE ST 304 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL DONATION | $1,500 |
| NO LIMITS FOUNDATION | |||||||
| 265 CENTRE RD | WALES | ME | 04280 | N/A | PC | GENERAL DONATION | $1,000 |
| FERNBANK MUSESUM OF NATUREAL HISTORY | |||||||
| 767 CLIFTON RD | ATLANTA | GA | 30307 | N/A | PC | BIOLUMINESCENT PATRON DONATION | $2,500 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 112 KROG ST NE 14 | ATLANTA | GA | 30307 | N/A | PC | GENERAL DONATION | $15,000 |
| A SQUASH | |||||||
| 3370 VALLEY CIRCLE NW | ATLANTA | GA | 30305 | N/A | PC | GOLD SPONSOR DONATION | $2,500 |
| JDRF | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | NEILL ERDOSSY RIDE - 09/26 DONATION | $500 |
| THE BASCOM CENTER FOR THE VISUAL ARTS | |||||||
| 323 FRANKLIN RD | HIGHLANDS | NC | 28741 | N/A | PC | YOUTH OF THE PLATEUA DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $801,733 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATLANTA SYMPHONY ORCHESTRA | |||||||
| 1280 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | DONATION FOR ARTS AND SCIENCES | $333,333 |
| UNC ARTS & SCIENCES FOUNDATION | |||||||
| CAMPUS BOX 3100 205 SOUTH BUILDING | CHAPEL HILL | NC | 27599 | N/A | PC | JAMES & SUSAN MOESER AUDITORIUM DONATION | $25,000 |
| AMERICAN RED CROSS | |||||||
| 1955 MONROE DRIVE | ATLANTA | GA | 30324 | N/A | PC | HOUSTON VICTIMS OF HURRICANE IRMA RELIEF | $10,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | HOUSTON VICTIMS OF HURRICANE IRMA RELIEF | $4,500 |
| UNC RE CENTER & PROGRAM ADVISORY BOARD | |||||||
| 300 KENAN DR | CHAPEL HILL | NC | 27599 | N/A | PC | EDUCATIONAL FUND | $5,000 |
| UNC WOOD FAMILY SCHOLARS | |||||||
| 300 KENAN DR | CHAPEL HILL | NC | 27599 | N/A | PC | EDUCATIONAL FUND | $216,000 |
| THE LOVETT SCHOOL | |||||||
| 4075 PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | ACADEMIC RESOURCE CENTER | $1,000,000 |
| ODYSSEY | |||||||
| 1424 WEST PACES FERRY RD NW | ATLANTA | GA | 30327 | N/A | PC | SUMMER PROGRAM FOR DISADVANTAGED STUDENTS IN ATLANTA | $2,500 |
| HIGHLANDS BIOLOGICAL FOUNDATION | |||||||
| 265 N 6TH ST | HIGHLANDS | NC | 28741 | N/A | PC | ENVIRONMENTAL DONATION | $1,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | ASSISTANCE WITH FOOD FOR FAMILIES | $20,000 |
| SEENA MAGOWITZ FOUNDATION | |||||||
| 7105 EAST PARADISE DR | SCOTTSDALE | AZ | 85254 | N/A | PC | DONATION IN HONOR OF HOWARD YOUNG | $500 |
| MEADOWBROOK BAPTIST CHURCH | |||||||
| 2525 RAINBOW DR | GADSDEN | AL | 35901 | N/A | PC | DONATION IN MEMORY OF REBA PACE | $100 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL RD NW | ATLANTA | GA | 30305 | N/A | PC | GENERAL DONATION | $12,000 |
| AMERICAN ENTERPISE INSTITUTE | |||||||
| 1789 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | THINK TANK DONATION | $20,000 |
| UNITED WAY TOCQUEVILLE SOCIETY | |||||||
| 100 EDGEWOOD AVE NE | ALEXANDRIA | GA | 30303 | N/A | PC | GENERAL DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,674,933 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $679 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,852 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $259,963 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $318,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,494 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| LWW FLORIDA HOLDINGS LLC | |||||||
| 1 | 24 DOCKSIDE LANE STE 428 | KEY LARGO | FL | 33037 | $24,929 | Yes (X) | Yes (X) |
| LWW FLORIDA HOLDINGS LLC | |||||||
| 2 | 24 DOCKSIDE LANE STE 428 | KEY LARGO | FL | 33037 | $683,452 | Yes (X) | Yes (X) |
| LWW FLORIDA HOLDINGS LLC | |||||||
| 3 | 24 DOCKSIDE LANE STE 428 | KEY LARGO | FL | 33037 | $281,128 | Yes (X) | Yes (X) |
| LWW FAMILY LP | |||||||
| 4 | 3621 VININGS SLOPE SE STE 4400 | ATLANTA | GA | 30339 | $479,250 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 718 SHARES RMR GROUP, INC. | $24,929 | 2016-11-02 |
| 2 | 7,925 SHARES VANGUARD EXTENDED MARKET ETF | $683,452 | 2016-11-02 |
| 3 | 1,457 SHARES VANGUARD S&P 500 ETF | $281,128 | 2016-11-02 |
| 4 | 25,000 SHARES ATLANTIC CAPITAL BANCSHARES, INC. | $479,250 | 2017-02-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOUCHSTONE TOTAL RETURN BOND FUND INSTITUTIONAL CLASS | AT COST | $239,783 | $238,708 |
| VANGUARD INDEX FDS S&P 500 ETF SHS NEW | AT COST | $476,719 | $542,937 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | AT COST | $124,288 | $132,977 |
| VANGUARD INTL EQUITY INDEX FDS FTSE ALL WORLD EX US INDEX FD ETF | AT COST | $512,529 | $577,196 |
| TORTOISE MLP & PIPELINE FUND - INS | AT COST | $72,628 | $82,273 |
| UBS AG JERSEY BRH E TRACS LKD TO ALERIAN MLP INFRASTRUCTURE INDEX | AT COST | $58,487 | $57,052 |
| DTC MULTI-STRATEGY FUND COMMON | AT COST | $238,891 | $243,560 |
| RIVERPARK MARKETPLACE LENDING CORP | AT COST | $27,000 | $26,838 |
| RIVERPARK SHORT TERM HIGH YIELD FUND INSTL CLASS #7503 | AT COST | $251,317 | $250,861 |
| DTC US ACTIVE EQUITY FUND COMMON | AT COST | $168,653 | $187,121 |
| LOOMIS SAYLES SENIOR FLOATING RATE AND FIXED INCOME FUND CL | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $61 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES FOR INVESTMENTS | Desc |
| Amt | $255,427 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $5 | $0 | $5 |
| PASS-THROUGH OTHER DEDUCTIONS | $200 | $200 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $8,355 | Amt |
| Net Investment Income | $8,355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $11,165 | $0 | $0 |
| FOREIGN TAX EXPENSE | $835 | $835 | $0 |