THE VIRGIL R WILLIAMS CHARITABLE: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE VIRGIL R WILLIAMS CHARITABLE (EIN 58-6206644)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101319
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T10:09:06-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 3625 CUMBERLAND BOULEVARD 1000 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 2015-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A EISCHEID | PreparerPersonNm |
| PTIN | P00536455 | PTIN |
| Phone | 7703962200 | PhoneNum |
| Preparation | 2015-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,974,382 | 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 | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $69,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $382,517 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $69,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,527 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $99,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $99,773 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,834 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,834 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,784 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $559,169 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,083,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,088,145 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,433,165 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,079 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,070 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,070 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,643,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,629,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,974,382 | 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 | -$2,305,926 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$2,320,034 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,643,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,362 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,643,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,629,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,643,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,629,362 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,362 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - BANK OF AMERICA US TRUST [6339] | $369,602 | $313,216 | $56,386 | $56,386 | |
| CAPITAL GAINS DIVIDENDS | $12,915 | $12,915 | $12,915 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $69,301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $434,478 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,969,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.220561 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,950 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,968,449 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037568 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,050,601 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,260 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,146,277 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009906 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,046 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,856,653 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045806 | DistributionYr5Rt |
| Total Distribution | 0.331543 | TotalDistributionRt |
| Average Distribution | 0.066309 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,921,383 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,405 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $917 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,322 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,784 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,834 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,834 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,600 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,846 | OverpaymentAmt |
| Applied To ES Tax | $1,846 | 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 | 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 (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 | $1,392,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $558,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,950,643 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,950,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,260 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,921,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,834 | TotalTaxAmt |
| Distributable Before Adj | $94,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,784 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,784 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,784 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $338,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $338,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,784 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,549 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $345,677 | 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 | $345,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $338,128 | ExcessFromYear1Amt |
| Excess From Current Year | $7,549 | ExcessFromCurrentYearAmt |
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 (13 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 | $1,000 |
| SHIRLEY AND BILLY WEIR FOUNDATION | |||||||
| 7804 EAGLES LANDING COURT | COLUMBUS | GA | 31909 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| CONGRESSIONAL SPORTSMEN'S FOUNDATION | |||||||
| 110 NORTH CAROLINA AVENUE SE | WASHINGTON | DC | 20003 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| CROSS POINTE BAPTIST CHURCH | |||||||
| 1800 SATELLITE BLVD NW | DULUTH | GA | 30097 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,500 |
| DESIGNING GRANDMOTHERS CLUB OF AMERICA - CURE CHILDHOOD CANCER | |||||||
| 3471 FOREST LAKE ROAD | LAWRENCEVILLE | GA | 30045 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| FIRST BAPTIST CHURCH OF SNELLVILLE | |||||||
| 2400 MAIN STREET EAST | SNELLVILLE | GA | 30078 | NONE | 501(C)3 | GENERAL OPERATING FUND | $65,500 |
| FIRST BAPTIST CHURCH ATLANTA | |||||||
| 4400 NORTH PEACHTREE ROAD | ATLANTA | GA | 30338 | NONE | 501(C)3 | GENERAL OPERATING FUND | $12,500 |
| FIRST BAPTIST CHURCH DULUTH | |||||||
| 2908 GA-120 | DULUTH | GA | 30096 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| GEORGIA TECH FOUNDATION | |||||||
| 760 SPRING STREET NW 400 | ATLANTA | GA | 30308 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BOULEVARD | DALLAS | TX | 75205 | NONE | 501(C)3 | GENERAL OPERATING FUND | $4,634 |
| JUNIOR ACHIEVEMENT OF GEORGIA | |||||||
| 460 ABERNATHY ROAD NE | ATLANTA | GA | 30328 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| RONNY SPILLERS EVANGELISTIC MINISTRIES INC | |||||||
| 100 SHOAL CREEK WAY | DALLAS | GA | 301320825 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 |
| SUSAN G KOMEN 3-DAY WALK | |||||||
| 55 EAST JACKSON BLVD STE 1010 | CHICAGO | IL | 60604 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,584 | 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 | $35 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,910 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $69,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,773 | 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 | $3,000 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,088,145 | EOYBookValueAmt |
| EOYFMV | $1,433,165 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $1,079 | BOYBookValueAmt |
| EOY Book Value | $1,070 | EOYBookValueAmt |
| EOYFMV | $1,070 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $2,864 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $7,527 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,527 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,527 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,834 | Amt |
| Net Investment Income | $5,834 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $425 | $425 | $0 |
| EXCISE TAX | $1,174 | $0 | $0 |