L&C WOOD FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- L&C WOOD FAMILY FOUNDATION INC (EIN 46-1605907)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201403179349101110
- Schema version
- 2013v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:30:35-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 PEACHTREE STREET SUITE 1900 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30308 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30339 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEONARD WOOD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7703735775 | PhoneNum |
| Signature | 2014-11-13 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $545,737 | 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 | $494,365 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,862 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $638,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,699 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $575,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,564 | 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 | $123 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $123 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,098 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $653,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $650,954 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $79,466 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $116,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,718 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $334,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $504,019 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $541,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $657,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $376,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $545,737 | 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 | $657,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | $376,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $657,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $376,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $657,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $376,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $657,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $580,813 | SubtotalAmt |
| Other Decreases | $204,488 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $376,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,016.722 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2013-07-09 | $30,000 | $27,482 | $2,518 | $2,518 |
| 12,458.472 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2013-08-07 | $75,000 | $68,249 | $6,751 | $6,751 |
| 2,487.562 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2013-09-20 | $15,000 | $13,627 | $1,373 | $1,373 |
| 2,800.659 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2013-11-18 | $17,000 | $15,342 | $1,658 | $1,658 |
| 3,294.893 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2014-01-09 | $20,000 | $18,056 | $1,944 | $1,944 |
| 8,156.607 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2014-03-18 | $50,000 | $44,698 | $5,302 | $5,302 |
| 2,450.980 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2014-03-10 | $15,000 | $13,431 | $1,569 | $1,569 |
| 13,866.232 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2014-04-16 | $85,000 | $75,987 | $9,013 | $9,013 |
| 40,129.788 SHS MAINSTAY HIGH YIELD CORPORATE BOND | D | 2009-09-22 | 2014-05-13 | $246,397 | $219,911 | $26,486 | $26,486 |
| 1,497.006 SHS RIVERPARK SHORT TERM HIGH YIELD | P | 2013-05-09 | 2013-10-24 | $15,000 | $14,970 | $30 | $30 |
| 4,000.000 SHS RIVERPARK SHORT TERM HIGH YIELD | P | 2013-05-09 | 2013-12-10 | $40,000 | $40,000 | $0 | $0 |
| 499.500 SHS RIVERPARK SHORT TERM HIGH YIELD | P | 2013-05-09 | 2014-03-18 | $5,000 | $4,995 | $5 | $5 |
| 2,495.010 SHS RIVERPARK SHORT TERM HIGH YIELD | P | 2013-05-09 | 2014-05-29 | $25,000 | $24,950 | $50 | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $386,580 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $317,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.216135 | DistributionYr1Rt |
| Total Distribution | 1.216135 | TotalDistributionRt |
| Average Distribution | 1.216135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $456,485 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $555,147 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $795 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $555,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $650,954 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $435 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $366 | TaxDueAmt |
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 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30339 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $376,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $463,437 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $463,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $456,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $795 | TotalTaxAmt |
| Distributable Before Adj | $22,029 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,029 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $650,954 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $650,954 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $795 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $650,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $378,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $378,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $650,954 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,029 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $628,925 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,007,166 | 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 | $1,007,166 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $378,241 | ExcessFromYear1Amt |
| Excess From Current Year | $628,925 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CROSSNORE SCHOOL CHILDREN'S FOUNDATION | |||||||
| 100 DAR DRIVE | CROSSNORE | NC | 28626 | N/A | PC | CONSTRUCTION OF CLASSROOM WALLS | $170,000 |
| 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 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | MINISTRY & YOUTH ACTIVITIES | $10,000 |
| WOODRUFF ARTS CENTER | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | SUPPORT FOR VISUAL & PERFORMING ARTS FOR THE COMMUNITY | $15,000 |
| SHEPHERD CENTER FOUNDATION | |||||||
| 2020 PEACHTREE ROAD NE | ATLANTA | GA | 30309 | N/A | PC | REHABILITATION EXPENSES | $3,334 |
| A MILLION MATTERS | |||||||
| 1266 W PACES FERRY RD | ATLANTA | GA | 30327 | N/A | PC | ANNUAL DONATION | $1,025 |
| 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 |
| AMERICAN RED CROSS | |||||||
| 2025 E STREET NW | WASHINGTON | DC | 20006 | N/A | PC | SUPPORT FOR THE TYPHOON RELIEF IN THE PHILLIPPINES & THE COLORADO FLOOD VICTIMS | $7,500 |
| 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 | $25,000 |
| ATLANTA YOUTH ACADEMY | |||||||
| PO BOX 18237 | ATLANTA | GA | 30316 | N/A | PC | SCHOOL SUPPORT - IN HONOR OF JOHN HAMILTON | $500 |
| BONEFISH & TARPON TRUST | |||||||
| 24 DOCKSIDE LANE PMB 83 | KEY LARGO | FL | 33037 | N/A | PC | CONSERVE & ENHANCE THE GLOBAL FISHERIES | $2,500 |
| FRIENDS OF THE STRAND | |||||||
| 117 NORTH PARK SQUARE | MARIETTA | GA | 30060 | N/A | PC | COMMUNITY THEATRE | $2,500 |
| HIGH MUSEUM OF ART | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | SUPPORT FOR THE VISUAL & PERFORMING ARTS IN THE COMMUNITY | $2,500 |
| MERCY HEALTH FOUNDATION | |||||||
| 301 ST PAUL PLACE | BALTIMORE | MD | 21202 | N/A | PC | SUPPORT FOR RESEARCH, AWARENESS, & EDUCATION OF CANCER | $1,000 |
| NATIONAL NAVY SEAL MUSEUM & MEMORIAL | |||||||
| 3300 N HIGHWAY A1A | FORT PIERCE | FL | 34949 | N/A | PC | TO SUPPORT THE PRESERVATION OF THE NAVY SEALS HISTORY | $10,000 |
| NATIONAL PKU ALLIANCE | |||||||
| PO BOX 501 | TOMAHAWK | WI | 54487 | N/A | PC | TO SUPPORT THE SEARCH FOR THE CURE & MANAGEMENT OF PKU | $14,080 |
| OCEAN REEF COMMUNITY FOUNDATION INC | |||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | N/A | PC | SUPPORT FOR PHILANTHROPIES THROUGHOUT THE COMMUNITY | $30,817 |
| OCEAN REEF CULTURAL CENTER | |||||||
| 200 ANCHOR DRIVE | KEY LARGO | FL | 33037 | N/A | PC | SUPPORT FOR VISUAL & PERFORMING ARTS IN THE COMMUNITY | $2,600 |
| PREVENT BLINDNESS GEORGIA | |||||||
| 739 W PEACHTREE ST NW 200 | ATLANTA | GA | 30308 | N/A | PC | SUPPORT FOR THE PREVENTION OF BLINDNESS & PRESERVATION OF SIGHT | $250 |
| RALLY FOUNDATION | |||||||
| 5775 GLENRIDGE DRIVE NE 370 | SANDY SPRINGS | GA | 30328 | N/A | PC | SUPPORT FOR CHILDHOOD CANCER RESEARCH | $2,275 |
| SALVATION ARMY | |||||||
| 405 LOVEJOY STREET NW | ATLANTA | GA | 30313 | N/A | PC | SUPPORT FOR THOSE IN NEED | $1,000 |
| SEENA MAGOWITZ FOUNDATION | |||||||
| 3868 JEFFERSON BLVD | VIRGINIA BEACH | VA | 23455 | N/A | PC | SUPPORT TO HEIGHTEN AWARENESS OF PANCREATIC CANCER | $500 |
| SOUTHEASTERN HORTICULTURAL SOCIETY | |||||||
| 1705 COMMERCE DRIVE NW | ATLANTA | GA | 30318 | N/A | PC | SUPPORT FOR THE CONSERVATION OF THE ENVIRONMENT | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | SUPPORT FOR THE PREVENTION & CURE OF PEDIATRIC DISEASES | $1,000 |
| TGEN FOUNDATION | |||||||
| 445 N FIFTH STREET | PHOENIX | AZ | 85004 | N/A | PC | SUPPORT FOR DEVELOPING EARLIER DIAGNOSTICS & TREATMENTS FOR DISEASES | $500 |
| THE FRAZER CENTER | |||||||
| 1815 S PONCE DE LEON AVE NE | ATLANTA | GA | 30307 | N/A | PC | PROVIDE SERVICES TO CHILDREN & ADULTS WITH DISABILITIES | $5,000 |
| THE HOCKADAY SCHOOL | |||||||
| 11600 WELCH ROAD | DALLAS | TX | 75229 | N/A | PC | SUPPORT FOR THE EDUCATION & GROWTH OF FEMALE STUDENTS | $100 |
| THE LOVETT SCHOOL | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | SUPPORT TO IMPROVE THE CAMPUS & DEVELOP TEACHERS & LEARNERS | $33,000 |
| 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 FOOTHILLS FLOOD RELIEF FUND | |||||||
| 1285 CIMARRON DRIVE | LAFAYETTE | CO | 80026 | N/A | PC | SUPPORT FOR FLOOD RELIEF & RECOVERY EFFORTS FOR THE COLORADO FLOOD VICTIMS | $5,000 |
| UNITED WAY OF METROPOLITAN ATLANTA | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | N/A | PC | ANNUAL PLEDGE | $25,000 |
| UNIVERSITY OF PITTSBURGH CANCER INSTITUTE | |||||||
| 4200 FIFTH AVENUE | PITTSBUGH | PA | 15260 | N/A | PC | SUPPORT FOR PMP RESEARCH | $4,500 |
| USO | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | SUPPORT FOR AMERICAN TROOPS & THEIR FAMILIES | $10,000 |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| 5323 HARRY HINES BLVD | DALLAS | TX | 75390 | N/A | PC | SUPPORT FOR EDUCATION & RESEARCH IN MEDICINE | $100 |
| YMCA OF METRO ATLANTA | |||||||
| 1765 MEMORIAL DRIVE SE | ATLANTA | GA | 30317 | N/A | PC | SUPPORT FOR TEEN PROGRAMS | $4,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,831 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| UNITED WAY TOCQUEVILLE SOCIETY | |||||||
| 100 EDGEWOOD AVENUE NE | ATLANTA | GA | 30303 | N/A | PC | SUPPORT TO ADVANCE THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL | $25,000 |
| LOVETT SCHOOL - DEFINING DECADE CAMPAIGN | |||||||
| 4075 PACES FERRY ROAD NW | ATLANTA | GA | 30327 | N/A | PC | SUPPORT TO IMPROVE THE CAMPUS & DEVELOP TEACHERS & LEARNERS | $66,666 |
| PEACHTREE PRESBYTERIAN CHURCH | |||||||
| 3434 ROSWELL ROAD NW | ATLANTA | GA | 30305 | N/A | PC | MINISTRY AND YOUTH ACTIVITIES | $12,000 |
| UNC - LWW CENTER FOR REAL ESTATE STUDIES ADVISORY BOARD | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | REAL ESTATE BUSINESS SCHOOL SUPPORT | $10,000 |
| UNC - WOOD FAMILY SCHOLARS EXPENDABLE FUND | |||||||
| 300 KENAN DRIVE | CHAPEL HILL | NC | 27599 | N/A | PC | SCHOLARSHIP SUPPORT FOR BUSINESS SCHOOL | $1,080,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,288,666 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,699 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,564 | 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 | LEONARD CARLA WOOD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE STE 428 | AddressLine1 |
| City | KEY LARGO | City |
| State | FL | State |
| ZIP Code | 33037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $494,365 | 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 | 40,225 SHRS - AMERICAN RLTY CAP PPTYS INC COM | NoncashPropertyDesc |
| Fair Market Value | $494,365 | FairMarketValueAmt |
| Received | 2014-06-09 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MAINSTAY HIGH YIELD CORP BOND | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
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 | $334,671 | EOYBookValueAmt |
| EOYFMV | $504,019 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $123 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $123 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS | $159,694 |
| BOOK/TAX DIFFERENCES | $44,794 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,098 | Amt |
| Net Investment Income | $2,098 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |