WILLIAMS FAMILY FOUNDATION OF GEORGIA INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAMS FAMILY FOUNDATION OF GEORGIA INC (EIN 58-1414850)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-10-16
- IRS object ID
- 202302899349100730
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T12:40:32-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 581304721 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANIGAN & ASSOCIATES P C | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 GORDON AVENUE | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581414850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAMS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF GEORGIA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2292264300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1577 | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31799 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALSTON P WATT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2292264300 | PhoneNum |
| Signature | 2023-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALSTON | PersonFirstNm |
| Person Last | WATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C BRADFORD JACKSON | PreparerPersonNm |
| PTIN | P00105180 | PTIN |
| Phone | 2292268320 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,743,475 | 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 | $3,966 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,966 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $586,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $586,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,730,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,891,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,730,239 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,320,985 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,320,985 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $85,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $75,412 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $75,412 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,762 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,109 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,482 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,131 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,848 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,283 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $70,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,110 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $292,601 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $204,481 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $88,120 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $567,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $239,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $281,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,038,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,038,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,605,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $239,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,319,907 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$284,934 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,081,144 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $202,755 | CashBOYAmt |
| Cash EOY | $244,866 | CashEOYAmt |
| Cash EOYFMV | $244,866 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,312,037 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,673,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,673,843 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,637,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,020,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,020,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,411,515 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,789,089 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,789,089 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,619,726 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,663,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,663,974 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $314,626 | OtherAssetsBOYAmt |
| Other Assets EOY | $351,032 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $351,032 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,498,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,743,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,743,475 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,691 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $73,494,389 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,743,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,494,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,743,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,498,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,743,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,494,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$284,934 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,209,455 | SubtotalAmt |
| Other Decreases | $7,465,980 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,743,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SECURITIES S/T | $3,657,405 | $4,057,247 | -$399,842 | -$399,842 | |
| PUBLICALLY TRADED SECURITIES L/T | $13,027,486 | $10,101,196 | $2,926,290 | $2,926,290 | |
| LITIGATION INCOME | $5,390 | $5,390 | $5,390 | P | |
| LONG TERM CAPITAL GAIN - FROM SEA-HCI K1 | $10,074 | $10,074 | $10,074 | P | |
| SHORT TERM CAPITAL GAIN - FROM SEA-HCI K1 | $2,353 | -$2,353 | -$2,353 | P | |
| CAPITAL GAINS DIVIDENDS | $190,680 | $190,680 | $190,680 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,730,239 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,914 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $59,914 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,086 | OverpaymentAmt |
| Applied To ES Tax | $17,086 | 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 | LANIGAN ASSOCIATES PC | IndividualWithBooksNm |
| Phone | 2292268320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 GORDON AVENUE | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE W PARKER | ||||||||
| PO BOX 1577 | THOMASVILLE | GA | 31799 | SECRETARY/DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS W PARKER | ||||||||
| 2030 ERWIN STREET | FRANKLIN | TN | 37064 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| ALSTON PARKER WATT | ||||||||
| PO BOX 1577 | THOMASVILLE | GA | 31799 | EXECUTIVE DIRECTOR | 30.00 | $85,000 | $21,205 | $0 |
| THOMAS L WILLIAMS IV | ||||||||
| PO BOX 1577 | THOMASVILLE | GA | 31799 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RALEIGH ROLLINS | ||||||||
| 411 GORDON AVENUE | THOMASVILLE | GA | 31792 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARK PARKER | ||||||||
| 240 S HANSELL ST | THOMASVILLE | GA | 31792 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHERINE HARPER | ||||||||
| 2030 ERWIN STREET | FRANKLIN | TN | 37064 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS PARKER JR | ||||||||
| 2030 ERWIN STREET | FRANKLIN | TN | 37064 | ASSOCIATE DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUSTIN HARRIS PARKER | ||||||||
| PO BOX 1577 | THOMASVILLE | GA | 31799 | ASSOCIATE DIRECTOR | 0.00 | $0 | $0 | $0 |
| BRAD JACKSON | ||||||||
| 314 GORDON AVE | THOMASVILLE | GA | 31792 | TREASURER | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SONIA B VICK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 478 GREENLEAF TERRACE | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31792 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATIVE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $75,300 | CompensationAmt |
| Employee Benefits | $7,016 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SCHWAB & CO INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 SCHWAB WAY | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $171,106 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $64,302,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,830,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,132,770 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,132,770 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,021,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,110,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,355,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,355,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,828 | TotalTaxAmt |
| Distributable Before Adj | $3,312,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,312,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,312,711 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,319,907 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,319,907 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,312,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $355,430 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,319,907 | QualifyingDistributionsAmt |
| Applied To Year1 | $355,430 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,964,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $348,234 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAMS FAMILY FOUNDATION OF GEORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1577 | AddressLine1Txt |
| City | THOMASVILLE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31799 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2292281828 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE WRITTEN & CONTAIN INFORMATION REGARDING AMOUNT OF CONTRIBUTION REQUESTED, BUDGET, FINANCIAL STATEMENTS, EXEMPTION LETTER, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING DEADLINE: FEBRUARY 1 & FALL DEADLINE: SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | CONSERVATION, HISTORIC PRESERVATION, AND CHILDREN'S WELFARE PRIMARILY IN THOMASVILLE, GA AREA, & OTHER ORGANIZATIONS WITH SPECIAL INTEREST OF FOUNDATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACE SCHOLARSHIPS | ||||||
| 5251 DTC PKWY STE 1150 | GREENWOOD VILLAGE | CO | 80111 | NONE | GENERAL OPERATING SUPPORT | $25,000 |
| ALL HANDS AND HEARTS | ||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | NONE | DISASTER RELIEF | $10,000 |
| ALL SAINTS EPISCOPAL CHURCH | ||||||
| PO BOX 2626 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $25,000 |
| ARCHBOLD FOUNDATION | ||||||
| PO BOX 620 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $750,000 |
| ATLANTA BOTANICAL GARDENS | ||||||
| 1345 PIEDMONT AVENUE NE | ATLANTA | GA | 30309 | NONE | PROGRAM/PROJECT SUPPORT | $500 |
| BROOKWOOD SCHOOL | ||||||
| 301 CARDINAL RIDGE RD | THOMASVILLE | GA | 31792 | NONE | FINANCIAL AID | $155,000 |
| COMMUNITY FOUNDATION FOR GREATER ATLANTA | ||||||
| 191 PEACHTREE STREET NE SUITE 1000 | ATLANTA | GA | 30303 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| COMMUNITY FOUNDATION OF SOUTH GEORGIA INC | ||||||
| PO BOX 2654 | THOMASVILLE | GA | 31799 | NONE | DISCRETIONARY | $414,000 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | PROGRAM/PROJECT SUPPORT | $200,000 |
| EMORY UNIVERSITY | ||||||
| 1762 CLIFTON RD SUITE 1400 | ATLANTA | GA | 30322 | NONE | DISCRETIONARY | $20,000 |
| FORWARD ARTS FOUNDATION | ||||||
| 3130 SLATON DR NW | ATLANTA | GA | 30305 | NONE | GENERAL OPERATING SUPPORT | $500 |
| GATHERING PLACE THOMASVILLE | ||||||
| PO BOX 772 | BRUNSWICK | GA | 31521 | NONE | PROGRAM/PROJECT SUPPORT | $20,000 |
| GEORGIA CONSERVANCY | ||||||
| 230 PEACHTREE STREET NW SUITE 2275 | ATLANTA | GA | 30303 | NONE | GENERAL OPERATING SUPPORT | $500 |
| GEORGIA HEIRS PROPERTY LAW CENTER | ||||||
| PO BOX 49294 | ATLANTA | GA | 30303 | NONE | CAPACITY BUILDING | $75,000 |
| GEORGIA HISTORICAL SOCIETY | ||||||
| 104 WEST GASTON STREET | SAVANNAH | GA | 31401 | NONE | PROGRAM/PROJECT SUPPORT | $5,000 |
| GEORGIA NATURAL RESOURCES FOUNDATION | ||||||
| 165 COURTLAND ST STE A224 | ATLANTA | GA | 30303 | NONE | PROGRAM/PROJECT SUPPORT | $10,000 |
| GEORGIA TRUST FOR HISTORIC PRESERVATION | ||||||
| 1516 PEACHTREE ST NW | ATLANTA | GA | 30309 | NONE | PROGRAM/PROJECT SUPPORT | $10,000 |
| GRACEWORKS MINISTRIES | ||||||
| 104 SOUTHEAST PARKWAY | FRANKLIN | TN | 37064 | NONE | GENERAL OPERATING SUPPORT | $15,000 |
| HALYCON HOME | ||||||
| PO BOX 1838 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $20,000 |
| HANDS AND HEARTS FOR HORSES | ||||||
| 3824 LOWER CAIRO ROAD | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| HANDS ON THOMAS COUNTY | ||||||
| PO BOX 252 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $21,000 |
| JOSHUA'S PROMISE | ||||||
| PO BOX 3144 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| LAWSON NEEL MEDBANK | ||||||
| PO BOX 5756 | THOMASVILLE | GA | 31758 | NONE | GENERAL OPERATING SUPPORT | $16,000 |
| LIVES WITHOUT LIMITS | ||||||
| PO BOX 1652 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $5,000 |
| MNW BOYS & GIRLS CLUBS OF THOMASVILLE | ||||||
| PO BOX 3026 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING | $200,000 |
| NATIONAL GALLERY OF ART | ||||||
| 2000B SOUTH CLUB DRIVE | LANDOVER | MD | 20785 | NONE | GENERAL OPERATING SUPPORT | $500 |
| NATIONAL SOCIETY OF COLONIAL DAMES OF GA | ||||||
| 329 ABERCORN ST | SAVANNAH | GA | 31401 | NONE | PROGRAM/PROJECT SUPPORT | $500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 2600 VIRGINIA AVE NW SUITE 1100 | WASHINGTON | DC | 20037 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| NATURE CONSERVANCY IN GEORGIA | ||||||
| 1270 PEACHTREE STREET NW STE 2275 | ATLANTA | GA | 30303 | NONE | PROGRAM/PROJECT SUPPORT | $1,500 |
| ONE HEARTBEAT INC | ||||||
| PO BOX 1391 | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| PHEASANTS FOREVER AND QUAIL FOREVER | ||||||
| 1783 BUERKLE CIRCLE | SAINT PAUL | MN | 55110 | NONE | PROGRAM/PROJECT SUPPORT | $50,000 |
| PLANNED PARENTHOOD OF GEORGIA | ||||||
| 241 PEACHTREE ST NE STE 40 | ATLANTA | GA | 30303 | NONE | PROGRAM/PROJECT SUPPORT | $500 |
| SBP | ||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70117 | NONE | GENERAL OPERATING SUPPORT | $50,000 |
| SEMINOLE BOOSTERS | ||||||
| PO BOX 1353 | TALLAHASSEE | FL | 32302 | NONE | SCHOLARSHIP ENDOWMENT | $2,500 |
| SOUTH GEORGIA BALLET | ||||||
| PO BOX 1192 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $25,000 |
| SOUTH GEORGIA FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| PO BOX 466 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $20,000 |
| SPARK THOMASVILLE | ||||||
| PO BOX 2763 | THOMASVILLE | GA | 31799 | NONE | GENERAL SUPPORT | $10,000 |
| ST THOMAS EPISCOPAL DAY SCHOOL | ||||||
| 216 REMINGTON AVE | THOMASVILLE | GA | 31792 | NONE | PROGRAM/PROJECT SUPPORT | $20,000 |
| TALL TIMBERS | ||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NONE | PROGRAM/PROJECT SUPPORT | $10,000 |
| THE MAYFLY PROJECT | ||||||
| 3541 HARRISON ROAD | BENTON | AR | 72019 | NONE | PROGRAM/PROJECT SUPPORT | $5,000 |
| THE SALVATION ARMY | ||||||
| 517 N MADISON | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $210,000 |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | ||||||
| 529 14TH STREET SUITE 500 | WASHINGTON | DC | 20045 | NONE | GENERAL OPERATING SUPPORT | $30,000 |
| THOMAS COUNTY PUBLIC SCHOOLS | ||||||
| 220 N PINETREE BLVD | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $25,000 |
| THOMAS COUNTY YOUTH CAMP | ||||||
| PO BOX 952 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $25,000 |
| THOMAS UNIVERSITY | ||||||
| 1501 MILLPOND ROAD | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $50,000 |
| THOMASVILLE ANTIQUES SHOW FOUNDATION | ||||||
| PO BOX 1633 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $10,000 |
| THOMASVILLE CENTER FOR THE ARTS | ||||||
| 600 EAST WASHINGTON STREET | THOMASVILLE | GA | 31792 | NONE | PROGRAM/PROJECT SUPPORT | $52,500 |
| THOMASVILLE COMMUNITY DEVELOPMENT CORP | ||||||
| PO BOX 2965 | THOMASVILLE | GA | 31792 | NONE | GENERAL OPERATING SUPPORT | $250,000 |
| THOMASVILLE DEVELOPMENT AUTHORITY | ||||||
| 401 SOUTH BROAD STREET | THOMASVILLE | GA | 31792 | NONE | PROGRAM/PROJECT SUPPORT | $2,500 |
| THOMASVILLE GENEALOGICAL LIBRARY | ||||||
| PO BOX 1597 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $5,000 |
| THOMASVILLE HISTORY CENTER | ||||||
| PO BOX 1922 | THOMASVILLE | GA | 31799 | NONE | GENERAL OPERATING SUPPORT | $25,000 |
| THOMASVILLE LANDMARKS INC | ||||||
| PO BOX 1285 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $2,000 |
| THOMASVILLE THOMAS COUNTY HABITAT FOR HUMANITY | ||||||
| PO BOX 6925 | THOMASVILLE | GA | 31758 | NONE | GENERAL OPERATING SUPPORT | $50,000 |
| THOMASVILLE YMCA | ||||||
| PO BOX 1037 | THOMASVILLE | GA | 31799 | NONE | SUSTAINING FUND | $5,000 |
| THOMASVILLE-THOMAS COUNTY HUMANE SOCIETY | ||||||
| 180 BIG STAR DRIVE | THOMASVILLE | GA | 31757 | NONE | PROGRAM/PROJECT SUPPORT | $5,000 |
| US DEPARTMENT OF STATE DEPARTMENT OF STATE DIPLOMATIC RECEPTION ROOMS | ||||||
| 2201 C ST NW M/FA ROOM 3213 | WASHINGTON | DC | 20520 | NONE | PROGRAM/PROJECT SUPPORT | $10,000 |
| UVA FRANK BATTEN SCHOOL OF LEADERSHIP | ||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | NONE | PROGRAM/PROJECT SUPPORT | $5,000 |
| WASHINGTON & LEE UNIVERSITY | ||||||
| 204 W WASHINGTON STREET | LEXINGTON | VA | 24450 | NONE | PROGRAM/PROJECT SUPPORT | $25,000 |
| YOUNG LIFE THOMAS COUNTY | ||||||
| PO BOX 1216 | THOMASVILLE | GA | 31799 | NONE | PROGRAM/PROJECT SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,038,000 | 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 | $3,966 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $586,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,730,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,320,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,320,985 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,131 | Amt |
| Net Investment Income | $12,848 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,283 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | REQUIRED DISCLOSURE RELATED TO FORM 5471 FILED BY ANOTHER PARTY | FormAndLineReferenceDesc |
| Medium Explanation | WILLIAMS FAMILY FOUNDATION OF GEORGIA, INC. (58-1414850) OWNS 41.44% OF A FOREIGN CORPORATION, COVEY CAPITAL PARTNERS, LTD, FEIN 98-1162967 BUT HAS NO VOTING POWER.THE FILING REQUIREMENTS FOR FORM 5471 WITH RESPECT TO THIS FOREIGN CORPORATION HAVE BEEN MET BY COVEY CAPITAL ADVISORS, LLC, FEIN 26-0220147 AND WHICH WAS INCLUDED IN THEIR E-FILED RETURN.A SEPARATE FORM P IS ATTACHED PER THE INSTRUCTIONS. THE SCHEDULE P IS ATTACHED TO THE FORM 8938 "PDF" DUE TO ELECTRONIC FILING LIMITATIONS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $8,789,089 | EOYBookValueAmt |
| EOYFMV | $8,789,089 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $43,020,671 | EOYBookValueAmt |
| EOYFMV | $43,020,671 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $10,663,974 | BookValueAmt |
| EOYFMV | $10,663,974 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOFTWARE | $20,327 | $20,327 | $20,327 |
| ACCUMULATED AMORTIZATION | -$20,327 | -$20,327 | -$20,327 |
| OFFICE FURNITURE | $40,356 | $40,356 | $40,356 |
| ACCUMULATED DEPRECIATION | -$40,356 | -$40,356 | -$40,356 |
| BUILDING/LAND/IMPROVEMENTS | $314,626 | $351,032 | $351,032 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $7,465,980 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $204,285 | $204,285 | $0 |
| WFFG HOLDINGS LLC EXPENSES | $2,382 | $0 | $2,382 |
| BANK CHARGES | $211 | $0 | $211 |
| LIFE INSURANCE | $114 | $0 | $114 |
| BOOKS & SUBSCRIPTIONS | $11,912 | $0 | $11,912 |
| POSTAGE & MAILING | $511 | $0 | $511 |
| TELEPHONE | $2,373 | $0 | $2,373 |
| CONFERENCES & CONVENTIONS | $12,258 | $0 | $12,258 |
| MEETING EXPENSE | $1,115 | $0 | $1,115 |
| OFFICE EXPENSE | $10,940 | $0 | $10,940 |
| LONG TERM DISABILITY | $345 | $0 | $345 |
| QUICKBOOKS PAYROLL FEES | $941 | $0 | $941 |
| EQUIPMENT RENTAL | $85 | $0 | $85 |
| OFFICE SUPPLIES | $56 | $0 | $56 |
| OTHER INVESTMENT EXPENSES | $196 | $196 | $0 |
| IT CONSULTING | $2,625 | $0 | $2,625 |
| TCDC EXPENSES | $40,774 | $0 | $40,774 |
| PROFESSIONAL DEVELOPMENT | $120 | $0 | $120 |
| BENEFITS | $171 | $0 | $171 |
| VISION - SELF INSURANCE | $1,187 | $0 | $1,187 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $12,760 | $650 | $12,110 |
| FOREIGN TAXES | $11,253 | $11,253 | $0 |
| TAXES & LICENSES | $46,000 | $0 | $0 |
Comments