L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-12
- IRS object ID
- 201503169349101025
- Schema version
- 2014v5.0
- 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 Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T11:48:17-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-11-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $367,826 | 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 | $510,350 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,772 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,772 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $752,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,773 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $543,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,561 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,721 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,721 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,668 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $546,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $540,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,172 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $334,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $311,176 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $376,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $367,826 | 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 | $376,325 | RetainedEarningBOYAmt |
| Retained Earning EOY | $376,077 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $376,325 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $376,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $376,325 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,760 | OtherIncreasesAmt |
| Subtotal | $384,328 | SubtotalAmt |
| Other Decreases | $8,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,498.474 SHS RIVERPARK SHORT TERM HIGH YIELD | P | 2013-05-09 | 2014-11-26 | $14,955 | $14,985 | -$30 | -$30 |
| 9,940.358 SHS RIVERPARK STRATEGIC INCOME FUND INS | P | 2014-12-09 | 2015-05-04 | $100,000 | $100,994 | -$994 | -$994 |
| 2,985.075 SHS RIVERPARK STRATEGIC INCOME FUND INS | P | 2014-12-09 | 2015-05-13 | $30,000 | $30,328 | -$328 | -$328 |
| 1,950.000 SHS AMERICAN RLTY CAP PPTYS INC COM | P | 2009-12-15 | 2014-08-13 | $25,106 | $15,337 | $9,769 | $9,769 |
| 17,300.000 SHS DTC LARGE CAP US EQUITY COMMON | P | 2010-01-29 | 2014-11-28 | $512,826 | $510,350 | $2,476 | $2,476 |
| 7,000.000 SHS RIVERPARK STRATEGIC INCOME FUND INS | P | 2014-12-09 | 2015-05-29 | $70,000 | $71,120 | -$1,120 | -$1,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,773 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $650,159 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $456,485 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.424272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $386,580 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $317,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.216135 | DistributionYr2Rt |
| Total Distribution | 2.640407 | TotalDistributionRt |
| Average Distribution | 1.320204 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $855,405 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $855,677 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $540,279 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $257 | OverpaymentAmt |
| Applied To ES Tax | $257 | 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 | $394,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $262,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $657,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $657,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,397 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $543 | TotalTaxAmt |
| Distributable Before Adj | $31,854 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,854 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,854 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $540,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $540,279 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $540,279 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,854 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $378,241 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $628,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,007,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $540,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $31,854 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $508,425 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,515,591 | 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 | $1,515,591 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $378,241 | ExcessFromYear2Amt |
| Excess From Year1 | $628,925 | ExcessFromYear1Amt |
| Excess From Current Year | $508,425 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A MILLION MATTERS | |||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | N/A | PC | ANNUAL DONATION | $1,275 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR RESEARCH & EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS, & SOCIAL WELFARE | $20,000 |
| ATLANTA BOTANICAL GARDEN | |||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | N/A | PC | SUPPORT TO DEVELOP & MAINTAIN PLANT COLLECTIONS FOR THE PURPOSE OF DISPLAY, EDUCATION, RESEARCH, CONSERVATION & ENJOYMENT | $2,500 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | N/A | PC | SUPPORT FOOD DISTRIBUTION TO NONPROFIT AGENCIES | $20,000 |
| CROSSNORE SCHOOL CHILDREN'S FOUNDATION | |||||||
| 100 DAR DRIVE | CROSSNORE | NC | 28626 | N/A | PC | CONSTRUCTION OF CLASSROOM WALLS | $80,000 |
| DARLINGTON SCHOOL | |||||||
| 1014 CAVE SPRING ROAD | ROME | GA | 30161 | N/A | PC | ANNUAL FUND CONTRIBUTION | $15,000 |
| KENAN-FLAGLER BUSINESS SCHOOL - UNC | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | BUSINEES SCHOOL PROGRAM SUPPORT | $5,000 |
| NATIONAL PKU ALLIANCE | |||||||
| PO BOX 501 | TOMAHAWK | WI | 54487 | N/A | PC | TO SUPPORT THE SEARCH FOR THE CURE & MANAGEMENT OF PKU | $1,000 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | MINISTRY & YOUTH ACTIVITIES | $12,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | SUPPORT FOR THE PREVENTION & CURE OF PEDIATRIC DISEASES | $1,250 |
| THE FRAZER CENTER | |||||||
| 1815 S PONCE DE LEON AVE NE | ATLANTA | GA | 30307 | N/A | PC | PROVIDE SERVICES TO CHILDREN & ADULTS WITH DISABILITIES | $2,500 |
| THE LOVETT SCHOOL | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | SUPPORT TO IMPROVE THE CAMPUS & DEVELOP TEACHERS & LEARNERS | $33,333 |
| UNC - WOOD FAMILY SCHOLARS EXPENDABLE FUND | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | SCHOLARSHIP SUPPORT FOR BUSINESS SCHOOL | $216,000 |
| UNITED WAY OF METROPOLITAN ATLANTA | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | N/A | PC | ANNUAL PLEDGE | $25,000 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | SUPPORT FOR AMERICAN TROOPS & THEIR FAMILIES | $2,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | SUPPORT FOR VISUAL & PERFORMING ARTS FOR THE COMMUNITY | $15,000 |
| YMCA OF METRO ATLANTA | |||||||
| 1765 MEMORIAL DRIVE SE | ATLANTA | GA | 30317 | N/A | PC | SUPPORT FOR TEEN PROGRAMS | $3,000 |
| JDRF RIDE TO CURE DIABETES | |||||||
| 3525 PIEDMONT RD NE BLDG 6 STE 300 | ATLANTA | GA | 30305 | N/A | PC | TO SUPPORT THE SEARCH FOR THE CURE & MANAGEMENT OF JDRF | $2,500 |
| GEORGIA PUBLIC BROADCASTING | |||||||
| 260 14TH STREET NW | ATLANTA | GA | 30318 | N/A | PC | TO SUPPORT PROGRAMS THAT EDUCATE, INFORM & ENTERTAIN AUDIENCES | $500 |
| OVARIAN CANCER INSTITUTE | |||||||
| 960 JOHNSON FERRY ROAD STE 130 | ATLANTA | GA | 30342 | N/A | PC | TO SUPPORT THE SEARCH FOR EARLIER DETECTION & TREATMENT OF OVARIAN CANCER | $3,330 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 W PEACHTREE ST NW STE 1840 | ATLANTA | GA | 30308 | N/A | PC | ENVIRONMENTAL FUND | $2,300 |
| ATLANTA BELTLINE PARTNERSHIP | |||||||
| 250 WILLIAMS STREET NW STE 2115 | ATLANTA | GA | 30303 | N/A | PC | EASTSIDE TRAIL EXTENSION CAPITAL CAMPAIGN | $14,000 |
| ATLANTA UNION MISSION | |||||||
| 2353 BOLTON ROAD NW | ATLANTA | GA | 30318 | N/A | PC | TO PROVIDE SHELTER & CUSTOMIZED SERVICES TO HELP THE HOMELESS | $200 |
| COVENANT HOUSE | |||||||
| 1559 JOHNSON ROAD NW | ATLANTA | GA | 30318 | N/A | PC | TO PROVIDE SHELTER TO THE HOMELESS & RUNAWAY YOUTHS | $2,000 |
| FIGHT SMA INC | |||||||
| 8016 STAPLES MILL ROAD | RICHMOND | VA | 23228 | N/A | PC | TO SUPPORT THE SEARCH FOR A CURE FOR SPINAL MUSCULAR ATROPHY | $1,500 |
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | TO SUPPORT THE SEARCH FOR A CURE FOR PARKINSON'S DISEASE | $1,000 |
| DANA G SMITH FOUNDATION | |||||||
| 2001 PEACHTREE RD NE STE 400 | ATLANTA | GA | 30309 | N/A | PF | TO FINANCIALLY SUPPORT THOSE BATTLING CANCER | $15,000 |
| SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 | OCEANSIDE | CA | 92057 | N/A | PC | TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE & LIFETIME SUPPORT TO THOSE CRITICALLY INJURED IN ALL BRANCHES OF THE U.S. ARMED FORCES AND THEIR FAMILIES | $1,000 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | TO SUPPORT RESEARCH & CURE FOR CHILDREN WITH CANCER | $1,000 |
| SPECIAL OLYMPICS GEORGIA | |||||||
| 4000 DEKALB TECHNOLOGY PKWY | ATLANTA | GA | 30340 | N/A | PC | PROVIDE SPORTS TRAINING & ATHLETIC COMPETITION FOR CHILDREN & ADULTS WITH INTELLECTUAL DISABILITIES | $1,000 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | N/A | PC | NEPAL EARTHQUAKE RELIEF | $5,000 |
| THOMAS JEFFERSON FOUNDATION | |||||||
| PO BOX 316 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | TO PRESERVE MONTICELLO & EDUCATE THE COMMUNITY ABOUT THOMAS JEFFERSON | $2,500 |
| CURE CP | |||||||
| PO BOX 81993 | ATLANTA | GA | 30366 | N/A | PC | TO SUPPORT THE SEARCH FOR THE CURE OF CEREBRAL PALSY | $1,000 |
| UNC ARTS AND SCIENCES FOUNDATION | |||||||
| 134 E FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | MOESER AUDITORIUM-HILL HALL RENOVATION | $25,000 |
| ATLANTA MEMORIAL PARK | |||||||
| PO BOX 11609 | ATLANTA | GA | 30355 | N/A | PC | TO RESTORE & PRESERVE THE ATLANTA MEMORIAL PARK | $1,000 |
| ATLANTA RONALD MCDONALD HOUSE | |||||||
| 795 GATEWOOD ROAD NE | ATLANTA | GA | 30329 | N/A | PC | NEW BUILDING CAMPAIGN | $1,000 |
| ATLANTA SPEECH SCHOOL | |||||||
| 3160 NORTHSIDE PKWY NW | ATLANTA | GA | 30327 | N/A | PC | TO PROVIDE CLINICAL & EDUCATIONAL PROGRAMS TO CHILDREN & ADULTS WITH SPEECH, HEARING, LANGUAGE, OR LEARNING DISABILITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,188 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH ATLANTA | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | EDUCATIONAL FOUNDATION | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | SOUTH CAROLINA FLOOD DISATER RELIEF | $12,500 |
| HARVEST HOPE FOOD BANK | |||||||
| 2220 SHOP ROAD | COLUMBIA | SC | 29201 | N/A | PC | SOUTH CAROLINA FLOOD DISATER RELIEF | $12,500 |
| OCEAN REEF CULTURAL CENTER | |||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | N/A | PC | SUPPORT FOR VISUAL & PERFORMING ARTS IN THE COMMUNITY | $1,000 |
| LOVETT SCHOOL - DEFINING DECADE CAMPAIGN | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | SUPPORT TO IMPROVE THE CAMPUS & DEVELOP TEACHERS & LEARNERS | $33,334 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | MINISTRY AND YOUTH ACTIVITIES | $12,000 |
| UNC ARTS AND SCIENCES FOUNDATION | |||||||
| 134 E FRANKLIN STREET | CHAPEL HILL | NC | 27599 | N/A | PC | MOESER AUDITORIUM - HILL HALL RENOVATION | $75,000 |
| UNC - WOOD FAMILY SCHOLARS EXPENDABLE FUND | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | SCHOLARSHIP SUPPORT FOR BUSINESS SCHOOL | $648,000 |
| UNITED WAY TOCQUEVILLE SOCIETY | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | N/A | PC | COMMUNITY ADVANCEMENT FOR PEOPLE IN NEED | $25,000 |
| NICKAJACK ELEMENTARY SCHOOL FOUNDATION | |||||||
| 4555 MAVELL ROAD SE | SMYRNA | GA | 30082 | N/A | PC | EDUCATIONAL FOUNDATION | $1,000 |
| UNC RE CENTER & PROGRAM ADVISORY BOARD | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | REAL ESTATE BUSINESS SCHOOL SUPPORT | $5,000 |
| ATLANTA BELTLINE FOUNDATION | |||||||
| 250 WILLIAMS STREET NW STE 2115 | ATLANTA | GA | 30303 | N/A | PC | EASTSIDE TRAIL EXTENSION CAPITAL CAMPAIGN | $15,000 |
| TRUST FOR PUBLIC LAND | |||||||
| 600 W PEACHTREE ST NW STE 1840 | ATLANTA | GA | 30308 | N/A | PC | ENVIRONMENTAL FUND | $1,500 |
| EMORY ALZHEIMER'S DISEASE RESEARCH CENTER | |||||||
| 1440 CLIFTON ROAD SUITE 170 | ATLANTA | GA | 30322 | N/A | PC | ALZHEIMER'S RESEARCH DONATION | $6,000 |
| FIGHT SMA INC | |||||||
| 8016 STAPLES MILL ROAD | RICHMOND | VA | 23228 | N/A | PC | TO SUPPORT THE SEARCH FOR A CURE FOR SPINAL MUSCULAR ATROPHY | $1,500 |
| MICHAEL J FOX FOUNDATION | |||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | TO SUPPORT THE SEARCH FOR A CURE FOR PARKINSON'S DISEASE | $1,500 |
| NATIONAL PKU ALLIANCE | |||||||
| PO BOX 501 | TOMAHAWK | WI | 54487 | N/A | PC | TO SUPPORT THE SEARCH FOR THE CURE & MANAGEMENT OF PKU | $1,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | N/A | PC | PANCREATIC CANCER RESEARCH DONATION | $1,000 |
| SEENA MAGOWITZ FOUNDATION | |||||||
| 7105 EAST PARADISE DRIVE | SCOTTSDALE | AZ | 85254 | N/A | PC | PANCREATIC CANCER RESEARCH DONATION | $2,500 |
| RONALD MCDONALD HOUSE - ATLANTA | |||||||
| 795 GATEWOOD ROAD NE | ATLANTA | GA | 30329 | N/A | PC | HEALTHCARE FUND | $1,000 |
| CAMP NO LIMITS | |||||||
| 265 CENTR ROAD | WALES | ME | 04280 | N/A | PC | SUPPORT & EDUCATION FOR YOUNG PEOPLE WITH LIMB LOSS | $1,000 |
| YMCA OF METRO ATLANTA | |||||||
| 1765 MEMORIAL DRIVE SE | ATLANTA | GA | 30317 | N/A | PC | SUPPORT FOR TEEN PROGRAMS | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT FOR RESEARCH & EDUCATION ON ISSUES OF GOVERNMENT, POLITICS, ECONOMICS, & SOCIAL WELFARE | $20,000 |
| HIGHLANDS COMMUNITY FUND | |||||||
| PO BOX 1150 | HIGHLANDS | NC | 28741 | N/A | PC | COMMUNITY ADVANCEMENT FOR PEOPLE IN NEED | $1,000 |
| KEY CHILDREN'S FOUNDATION | |||||||
| 24 DOCKSIDE LANE PMB 139 | KEY LARGO | FL | 33037 | N/A | PC | TO PROVIDE FINANCIAL SUPPORT FOR EDUCATION, HEALTHCARE & RECREATION PROGRAMS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $879,934 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,773 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,561 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,561 | 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 | $510,350 | 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 | 17,300 SHS - DTC LARGE CAP US EQUITY COMMON | NoncashPropertyDesc |
| Fair Market Value | $510,350 | FairMarketValueAmt |
| Received | 2014-11-25 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERICAN RLTY CAP PPTYS INC COM | StockNm |
| EOY Book Value | $318,447 | EOYBookValueAmt |
| EOYFMV | $311,176 | EOYFMVAmt |
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 | UNREALIZED LOSSES | Desc |
| Amt | $8,251 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $10,760 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,721 | Amt |
| Net Investment Income | $2,721 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,668 | Amt |
| Net Investment Income | $1,668 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |