WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A COOKE FOUNDATION (EIN 54-2012726)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349100247
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:53:45-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201817360 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE GUY & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 SOUTHPOINT DRIVE | AddressLine1Txt |
| City | FREDERICKSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542012726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM A COOKE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5409670881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 462 | AddressLine1Txt |
| City | LOUISA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDALL L TINGLER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5409670881 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE R GUY | PreparerPersonNm |
| PTIN | P00027615 | PTIN |
| Phone | 5408917555 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.242.57.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-14 | IPDt |
| IP Tm | 08:53:45 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E67FD99FC949C8442FE8025C8D670C6049F5D4B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5E6231A1D46D484976AB71E0E16C068D75C51F46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,518,610 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $778,127 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,623 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $323,971 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $323,971 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $25,176 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $172,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,847,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,882 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,631,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $853,523 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,585 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,585 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,679 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $409,505 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $372,140 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,365 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $373,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $597,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,012,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $373,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $638,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $619,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $676,108 | CashBOYAmt |
| Cash EOY | $1,148,060 | CashEOYAmt |
| Cash EOYFMV | $1,148,060 | CashEOYFMVAmt |
| Acct Rcvbl | $37,148 | AcctRcvblAmt |
| Acct Rcvbl BOY | $43,253 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $37,148 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $37,148 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,314,376 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,185,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,217,122 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,820,879 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,569,766 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,569,766 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,330,790 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $496,382 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,485,437 | LandBOYAmt |
| Land EOY | $2,834,408 | LandEOYAmt |
| Land EOYFMV | $3,432,500 | LandEOYFMVAmt |
| Other Assets EOY | $114,014 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $114,014 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,340,053 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,889,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,518,610 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37,583 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,433 | AccountsPayableEOYAmt |
| Grants Payable BOY | $338,099 | GrantsPayableBOYAmt |
| Grants Payable EOY | $271,063 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $375,682 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $305,496 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,964,371 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,583,752 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,964,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,583,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,340,053 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,889,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,964,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $619,381 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,583,752 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,583,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 5632 CROSS COUNTRY ROAD | P | 2018-01-31 | $140,000 | $135,190 | $4,810 | $4,810 |
| 165 SMITH ROAD | P | 2018-03-29 | $139,500 | $126,360 | $13,140 | $13,140 |
| 1017 ROUNDABOUT ROAD | P | 2018-05-22 | $140,000 | $113,780 | $26,220 | $26,220 |
| 9123 SHANNON HILL ROAD | P | 2018-08-09 | $129,000 | $136,351 | -$7,351 | -$7,351 |
| 9671 POINDEXTER ROAD | P | 2018-08-17 | $146,000 | $123,628 | $22,372 | $22,372 |
| 146 WANGER FARM ROAD | P | 2018-10-31 | $165,000 | $148,817 | $16,183 | $16,183 |
| 410 ST FRANCIS AVENUE | P | 2018-11-08 | $165,000 | $147,917 | $17,083 | $17,083 |
| BERRY LANE | P | 2018-12-12 | $150,000 | $134,785 | $15,215 | $15,215 |
| UBS STOCK SALES | P | $309,626 | $301,118 | $8,508 | $8,508 | |
| UBS STOCK SALES | P | $363,070 | $306,368 | $56,702 | $56,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,882 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,508 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $838,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,786,588 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085686 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $634,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,526,870 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $614,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,979,947 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061524 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $292,855 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,464,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.030943 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $304,535 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,888,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034260 | DistributionYr5Rt |
| Total Distribution | 0.272711 | TotalDistributionRt |
| Average Distribution | 0.054542 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,415,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $568,095 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,797 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $572,892 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $638,450 | 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 | $4,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,797 | SubtotalAmt |
| Tax Based On Investment Income | $4,797 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Tax Due | $4,984 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WACOOKEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | RANDALL L TINGLER | IndividualWithBooksNm |
| Phone | 5409670881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 462 | AddressLine1Txt |
| City | LOUISA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| RANDALL L TINGLER | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| REBECCA B CAVANAUGH | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | V.PRESIDENT/ | 10.00 | $0 | $0 | $0 |
| LINDA PARKER | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J DOUGLAS STRALEY | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GEORGE D YANCEY | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEBORAH PETTIT | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE SCHOLARSHIPS TO ATTEND COLLEGE FOR QUALIFIED GRADUATING HIGH SCHOOL STUDENTS FROM LOUISA AND ORANGE COUNTIES, VIRGINIA. | Description1Txt |
| Expenses1 | $638,450 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,684,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $883,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,119,144 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,686,792 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,686,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,063 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,415,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $520,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $520,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,797 | TotalTaxAmt |
| Distributable Before Adj | $515,989 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $515,989 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $515,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $638,450 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $638,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,797 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $633,653 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $515,989 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $235,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $235,140 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $638,450 | QualifyingDistributionsAmt |
| Applied To Current Year | $515,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,461 | RemainingDistriFromCorpusAmt |
| Total Corpus | $357,601 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $357,601 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $235,140 | ExcessFromYear1Amt |
| Excess From Current Year | $122,461 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDALL L TINGLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WILLIAM A COOKE FOUNDATION | AddressLine1Txt |
| Address Line2 | PO BOX 462 | AddressLine2Txt |
| City | LOUISA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5409670881 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AND APPLICATION ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED APPLICATIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO LOUISA AND ORANGE COUNTIES IN VIRGINIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NADIA ANDERSON | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SYDNEY BOTTINO | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $2,000 |
| ANYIA LEE BROWN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| COLIN BURNETT | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $2,000 |
| KYRON BUTLER | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $2,000 |
| LOGAN CHAPMAN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $2,000 |
| JOHN CUTRIGHT | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $2,000 |
| COLIN CARPENTER | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| KRYSLYN FEHR | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| TYLER HAYWOOD | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| CRAY JONES | |||||||
| PO B0X 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| BROOKLYN JUDY | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| CARLEY KNIGHT | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| CATHRYNN LOWENSTEIN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| AVERY MCNAMEE | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ELIZABETH MULVANEY | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SARAH ELIZABETH PROCTOR | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| VANESSA REEVES | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SHELBY TIDWELL-ROWLANS | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SAMANTHA ROGERS | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| TYLER ELFORD | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| BRANDON STANLEY | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| INDUSTRIAL DEV AUTHORITY OF LOUISA | |||||||
| 355 INDUSTRIAL DRIVE | LOUISA | VA | 23093 | NONE | PC | 2017 ECONOMIC DEVELOPMENT GRANT | $360,000 |
| LOUISA COUNTY RESO | |||||||
| 147 RESOURCE LN | LOUISA | VA | 23093 | NONE | PC | 2017 MATCHING GRANT AWARD | $25,000 |
| LOUISA COUNTY LITTLE LEAGUE | |||||||
| POBOX 2182 | LOUISA | VA | 23093 | NONE | P/C | 2017 GRANT AWARD | $75,000 |
| LOUISA ARTS CENTER | |||||||
| 212 FREDERICKSBURG AVE | LOUISA | VA | 23093 | NONE | PC | GRANT AWARD COMMUNITY THEATRE | $5,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 950 WEST FARIS ROAD | GREENVILLE | SC | 29605 | NONE | PC | 2017 GRANT AWARD | $25,000 |
| QUICK START TENNIS OF CENTRAL VA | |||||||
| PO BOX 422 | IVY | VA | 22945 | N/A | PC | 2018 GRANT TENNIS PROGRAM | $500 |
| HALEY JONES | |||||||
| POBOX 462 | LOUISA | VA | 23903 | NONE | N/A | SCHOLARSHIP | $500 |
| REFUNDS | |||||||
| POBOX 462 | LOUISA | VA | 23093 | NONE | N/A | SCHOLARSHIPS | -$78,500 |
| LINDSEY VEST | |||||||
| PO BOX 462 | LOUISA | VA | 23903 | NONE | N/A | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,623 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $25,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $172,882 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $381,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $172,882 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $554,728 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | WILLIAM A COOKE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 462 | AddressLine1Txt |
| City | LOUISA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $778,127 | 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 | REAL ESTATE LOANS | NoncashPropertyDesc |
| Fair Market Value | $673,127 | FairMarketValueAmt |
| Received | 2018-12-11 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990 PREPARATION | CategoryTxt |
| Amt | $3,585 | Amt |
| Disbursements Charitable Prps | $3,585 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES - SEE ATTACHED | StockNm |
| EOY Book Value | $2,185,852 | EOYBookValueAmt |
| EOYFMV | $2,217,122 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $3,330,790 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $496,382 | AccumulatedDepreciationAmt |
| Book Value | $2,834,408 | BookValueAmt |
| EOYFMV | $3,432,500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE | Desc |
| EOY Book Value | $114,014 | EOYBookValueAmt |
| EOYFMV | $114,014 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WACF LLC | |||
| BAD DEBT | $899 | $899 | |
| BOOKKEEPING | $59,900 | $59,900 | |
| CLEANING OFFICE | $11,763 | $11,763 | |
| GENERAL EXPENSES | $1,006 | $1,006 | |
| INSURANCE | $19,252 | $19,252 | |
| LEGAL | $551 | $551 | |
| OFFICE SUPPLIES | $344 | $344 | |
| REPAIRS | $87,835 | $87,835 | |
| TAXES & LICENSES | $25,572 | $25,572 | |
| UTILITIES | $14,860 | $14,860 | |
| INVESTMENT DEPRECIATION | $76,813 | $76,813 | |
| EXPENSES | |||
| BOOKKEEPING | $72,900 | $36,450 | $36,450 |
| COMPUTER EXPENSE | $990 | $990 | |
| DUES & SUBSCRIPTIONS | $915 | $915 | |
| FOUNDATION BOARD COMPENSATION | $1,600 | $1,600 | |
| INSURANCE | $661 | $661 | |
| INVESTMENT EXPENSES | $28,298 | $28,298 | |
| INVESTMENT INCOME TAX | $2,118 | $2,118 | |
| LICENSES AND TAXES | $1,906 | $1,906 | |
| OFFICE EXPENSE | $146 | $146 | |
| SURETY BOND PERMITS | $600 | $600 | |
| LEGAL | $576 | $576 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,679 | Amt |
| Net Investment Income | $1,679 | NetInvestmentIncomeAmt |
Comments