WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM A COOKE FOUNDATION (EIN 54-2012726)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349101376
- Schema version
- 2017v2.3
- 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
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T09:57:52-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | WALLACE A TINGLER | PersonNm |
| Person Title | PAST PRESIDENT | PersonTitleTxt |
| Phone | 5409670881 | PhoneNum |
| Signature | 2018-05-10 | 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 | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,244,550 | 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 | $430,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $320,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $320,592 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $380,286 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $380,286 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,670 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $193,860 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,310,876 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $193,860 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,324,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $894,785 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,984 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,984 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $36,000 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $466,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $435,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,636 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $505,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $435,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $772,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $772,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,278,384 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $435,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $843,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $459,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $840,991 | CashBOYAmt |
| Cash EOY | $676,108 | CashEOYAmt |
| Cash EOYFMV | $676,108 | CashEOYFMVAmt |
| Acct Rcvbl | $43,253 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,102 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $43,253 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $43,523 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,426,221 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,314,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,550,540 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $3,880,305 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,820,879 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,820,879 | MortgageLoansEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,018,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $533,457 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,038,087 | LandBOYAmt |
| Land EOY | $3,485,437 | LandEOYAmt |
| Land EOYFMV | $4,153,500 | LandEOYFMVAmt |
| Other Assets BOY | $27,523 | OtherAssetsBOYAmt |
| Total Assets BOY | $10,260,229 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,340,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,244,550 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,379 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,583 | AccountsPayableEOYAmt |
| Grants Payable BOY | $298,880 | GrantsPayableBOYAmt |
| Grants Payable EOY | $338,099 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $342,259 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375,682 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,917,970 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,964,371 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,917,970 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,964,371 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,260,229 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,340,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,917,970 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,401 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,964,371 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,964,371 | 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 |
|---|---|---|---|---|---|---|
| 60 WICKHAM ROAD | P | 2017-01-03 | $132,500 | $124,362 | $8,138 | $8,138 |
| 1004 PARK AVE | P | 2017-01-27 | $105,000 | $78,526 | $26,474 | $26,474 |
| 201 CUTLER AVE | P | 2017-03-01 | $40,000 | $53,119 | -$13,119 | -$13,119 |
| 650 JOHNSON ROAD | P | 2017-07-26 | $140,000 | $161,468 | -$21,468 | -$21,468 |
| 624 JOHNSON ROAD | P | 2017-10-23 | $144,000 | $147,374 | -$3,374 | -$3,374 |
| 14134 SHANNON HILL ROAD | P | 2017-05-12 | $125,000 | $125,150 | -$150 | -$150 |
| 3360 BETHANY ROAD | P | 2017-06-16 | $135,000 | $131,132 | $3,868 | $3,868 |
| UBS SHORT TERM SALES(SEE ATTACHED) | P | $679,094 | $668,271 | $10,823 | $10,823 | |
| UBS LONG TERM SALES(SEE ATTACHED) | P | $810,282 | $627,432 | $182,850 | $182,850 | |
| UBS ADJUSTMENT | P | $182 | -$182 | -$182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $193,860 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $10,823 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $634,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,526,870 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060298 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $614,007 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,979,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $292,855 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,464,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030943 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $304,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,888,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034260 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $209,231 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,126,161 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034154 | DistributionYr5Rt |
| Total Distribution | 0.221179 | TotalDistributionRt |
| Average Distribution | 0.044236 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,786,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $432,920 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,596 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $437,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $843,170 | 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 | $4,596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,596 | SubtotalAmt |
| Tax Based On Investment Income | $4,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $2,118 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORPORATE OFFICERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5409670881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 WEST MAIN STREET 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| WALLACE A TINGLER | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | PAST PRESIDE | 3.00 | $0 | $0 | $0 |
| RANDALL L TINGLER | ||||||||
| PO BOX 462 | LOUISA | VA | 23093 | PRESIDENT | 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 |
| C CHAMPIAN BOWLES | ||||||||
| 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 |
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 | $1,449,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $947,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,728,227 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,124,687 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,124,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,786,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $489,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,596 | TotalTaxAmt |
| Distributable Before Adj | $484,733 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $484,733 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $484,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $843,170 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $843,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,596 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $838,574 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $123,297 | UndistributedIncomePYAmt |
| Qualifying Distributions | $843,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $123,297 | AppliedToYear1Amt |
| Applied To Current Year | $484,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $235,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $235,140 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $235,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $235,140 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLY ADCOCK | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ANNA AGEE | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| IKEA BURKETT | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ASHYLN HALL | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| KAILA KNIGHT | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| KYLIE HOFFMAN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ZAIN SCHWARTZ | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SALLY PLACIDO | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ALLY BENNINGTON | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| BENJAMIN JORDAN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| CIERRA HENSON | |||||||
| PO B0X 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| SARAH CANNING | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| BRENNA CANNING | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| CHRISTY TALLEY | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| ELIZABETH GRANDSTAFF | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| HUNTER WATKINS | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| NATHAN COLLINS | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $5,000 |
| MICHELLE COMER | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $6,000 |
| ANGELIQUE NORKO | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| LAUREN ALSTON | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $10,000 |
| SUMMER BURKER | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| CAITLYN DOERFLEIN | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| KAITLYN FLECKER | |||||||
| 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 |
| HARLEY GIBSON | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | N\A | SCHOLARSHIP | $1,000 |
| LOUISA COUNTY RESO | |||||||
| 147 RESOURCE LN | LOUISA | VA | 23093 | NONE | PC | 2017 MATCHING GRANT AWARD | $10,000 |
| 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 |
| LOUISA COUNTY PARKS | |||||||
| 522 INDUSTRIAL DR | LOUISA | VA | 23093 | NONE | PC | BREAKFEAST SPONSOR TEEN SUMMIT | $300 |
| LOUISA COMMUNITY EMERGENCY FUND | |||||||
| PO BOX 462 | LOUISA | VA | 23093 | NONE | PC | 2018 GRANT AWARD | $3,000 |
| MOSS-NUCKOLS ELEMENTARY SCHOOL | |||||||
| 2055 COURTHOUSE RD | LOUISA | VA | 23093 | N/A | PC | PHASE TWO AUTISM PROJECT | $20,000 |
| GRAM GORDON | |||||||
| POBOX 462 | LOUISA | VA | 23903 | NONE | N/A | SCHOLARSHIP | $21,000 |
| LOUISA COUNTY LITTLE LEAGE | |||||||
| POBOX 2182 | LOUISA | VA | 23093 | NONE | PC | LAND FOR LITTLE LEAGUE | $130,000 |
| REFUNDS | |||||||
| POBOX 462 | LOUISA | VA | 23093 | NONE | N/A | SCHOLARSHIPS | -$19,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $772,550 | 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 | $320,592 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $193,860 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $331,309 | ExclusionAmt |
| Related Or Exempt Function Incm | $193,860 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $525,169 | 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 | $430,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990 PREPARATION | CategoryTxt |
| Amt | $2,984 | Amt |
| Disbursements Charitable Prps | $2,984 | 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 | $1,314,376 | EOYBookValueAmt |
| EOYFMV | $1,550,540 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $4,018,894 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $533,457 | AccumulatedDepreciationAmt |
| Book Value | $3,485,437 | BookValueAmt |
| EOYFMV | $4,153,500 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME-WM. A. COOKE TRUST | Desc |
| BOY Book Value | $27,523 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WACF LLC | |||
| ADVERTISING | $100 | $100 | |
| BOOKKEEPING | $72,000 | $72,000 | |
| INSURANCE | $21,046 | $21,046 | |
| REPAIRS | $122,100 | $122,100 | |
| UTILITIES | $14,691 | $14,691 | |
| LEGAL | $40 | $40 | |
| TAXES & LICENSES | $29,260 | $29,260 | |
| OFFICE CLEANING | $10,350 | $10,350 | |
| OFFICE SUPPLIES | $565 | $565 | |
| MISC | $55 | $55 | |
| BAD DEBT | $5,729 | $5,729 | |
| INVESTMENT DEPRECIATION | $93,680 | $93,680 | |
| EXPENSES | |||
| BOOKKEEPING | $45,600 | $22,800 | $22,800 |
| DUES & SUBSCRIPTIONS | $2,602 | $2,602 | |
| INSURANCE | $661 | $661 | |
| INVESTMENT EXPENSES | $37,776 | $37,776 | |
| INVESTMENT INCOME TAX | $4,908 | $4,908 | |
| LICENSES AND TAXES | $114 | $114 | |
| OFFICE EXPENSE | $500 | $500 | |
| PROFESSIONAL FEES | $4,800 | $4,800 | |
| LEGAL | $273 | $273 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATOR | CategoryTxt |
| Amt | $36,000 | Amt |
| Disbursements Charitable Prps | $36,000 | DisbursementsCharitablePrpsAmt |
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