WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: WILLIAM A COOKE FOUNDATION (EIN 54-2012726)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-06-16
IRS object ID: 201711679349100001
Schema version: 2016v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
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	2017-06-16T07:23:13-04:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	PRESIDENT	PersonTitleTxt
Phone	5409670881	PhoneNum
Signature	2017-06-14	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	2017-06-16	PreparationDt

Filing Security Information FilingSecurityInformation

Field	Value	IRS element (for citing)
At Submission Creation Device Id	E67FD99FC949C8442FE8025C8D670C6049F5D4B8	AtSubmissionCreationDeviceId
At Submission Filing Device Id	FC071616E50A60F5661CF354C9559AC4561558AB	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2018-03-14 21:41:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,997,826	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	$379,958	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$319	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$319	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$319,266	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$319,266	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$394,475	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$394,475	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	-$15,826	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$93,092	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,279,754	GrossSalesPriceAmt
Total Rev And Expnss	$1,187,110	TotalRevAndExpnssAmt
Total Net Invst Incm	$714,060	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,188	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,188	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$36,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$36,000	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$491,592	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$466,108	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$25,484	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$529,780	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$466,108	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$63,672	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$558,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$573,553	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,087,880	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$466,108	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$637,225	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$99,230	ExcessRevenueOverExpensesAmt
Net Investment Income	$247,952	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$932,222	CashBOYAmt
Cash EOY	$840,991	CashEOYAmt
Cash EOYFMV	$840,991	CashEOYFMVAmt
Acct Rcvbl	$47,102	AcctRcvblAmt
Acct Rcvbl BOY	$46,963	AcctRcvblBOYAmt
Acct Rcvbl EOY	$47,102	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$47,102	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$1,151,322	CorporateStockBOYAmt
Corporate Stock EOY	$1,426,221	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,620,905	CorporateStockEOYFMVAmt
Mortgage Loans BOY	$3,746,022	MortgageLoansBOYAmt
Mortgage Loans EOY	$3,880,305	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$3,880,305	MortgageLoansEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$4,539,594	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$501,507	LandBldgEquipAccumDeprecAmt
Land BOY	$4,279,623	LandBOYAmt
Land EOY	$4,038,087	LandEOYAmt
Land EOYFMV	$4,581,000	LandEOYFMVAmt
Other Assets EOY	$27,523	OtherAssetsEOYAmt
Other Assets EOYFMV	$27,523	OtherAssetsEOYFMVAmt
Total Assets BOY	$10,156,152	TotalAssetsBOYAmt
Total Assets EOY	$10,260,229	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,997,826	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$38,079	AccountsPayableBOYAmt
Accounts Payable EOY	$43,379	AccountsPayableEOYAmt
Grants Payable BOY	$299,333	GrantsPayableBOYAmt
Grants Payable EOY	$298,880	GrantsPayableEOYAmt
Total Liabilities BOY	$337,412	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$342,259	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$9,818,740	CapitalStockBOYAmt
Capital Stock EOY	$9,917,970	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,818,740	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,917,970	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,156,152	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,260,229	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,818,740	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$99,230	ExcessRevenueOverExpensesAmt
Subtotal	$9,917,970	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,917,970	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL -SHORT TERM SEE ATTACH	P	$381,078	$393,171	-$12,093	-$12,093
UBS FINANCIAL -LONG TERM SEE ATTACH	P	$345,009	$356,732	-$11,723	-$11,723

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$23,816	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$614,007	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,979,947	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.061524	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$292,855	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$9,464,217	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.030943	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$304,535	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$8,888,973	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.034260	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$209,231	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,126,161	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.034154	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$380,905	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,205,698	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.061380	DistributionYr5Rt
Total Distribution	0.222261	TotalDistributionRt
Average Distribution	0.044452	AverageDistributionRt
Net Vl Noncharitable Assets	$10,526,870	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$467,940	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,480	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$470,420	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$637,225	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	$2,480	InvestmentIncomeExciseTaxAmt
Subtotal	$2,480	SubtotalAmt
Tax Based On Investment Income	$2,480	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,968	EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax	$500	AppliedToEsTaxAmt
Total Payments And Credits	$2,468	TotalPaymentsAndCreditsAmt
Tax Due	$12	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	PRESIDENT	10.00	$0	$0	$0
RANDALL L TINGLER
PO BOX 462	LOUISA	VA	23093	VICE PRESIDE	5.00	$0	$0	$0
REBECCA B CAVANAUGH
PO BOX 462	LOUISA	VA	23093	SECRETARY	1.00	$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	$1,342,000	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$849,750	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,634,000	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,825,750	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$10,825,750	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$298,880	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$10,526,870	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$526,344	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$526,344	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,480	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,480	TotalTaxAmt
Distributable Before Adj	$523,864	DistributableBeforeAdjAmt
Distributable Before Ded	$523,864	DistributableBeforeDedAmt
Distributable As Adjusted	$523,864	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$637,225	ExpensesAndContributionsAmt
Qualifying Distributions	$637,225	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$2,480	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$634,745	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$523,864	DistributableAsAdjustedAmt
Undistributed Income PY	$236,658	UndistributedIncomePYAmt
Qualifying Distributions	$637,225	QualifyingDistributionsAmt
Applied To Year1	$236,658	AppliedToYear1Amt
Applied To Current Year	$400,567	AppliedToCurrentYearAmt
Undistributed Income CY	$123,297	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	WALLACE 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 (66 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ABBY WHITLOCK
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
ALEXIS NICOLE JENKINS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
ALEXIUS HOUCHENS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
ALIYAH RICH REYES LINATOC
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
ALLIYAH HUGHES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
AMBER LYNN GOOCH
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
ANDREW KNIGHTON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
ASHLEIGH KNOWLES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,500
BETH RICHARDSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
BRENNA CANNING
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
BRIANNA LASHA STEWART
PO B0X 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$12,500
CANDICE LEE MARIAN NOEL
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
CARLA DAWN DOWNS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
CHRISTY TALLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
DALTON WILSON JOBE
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
DAQUAN MALIK HEMBRY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
DARREN AVERY POINDEXTER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
DEREK JAMES HALL
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
EXPONENT PHILANTHROPY
PO BOX 462	LOUISA	VA	23093	N/A	PC	GRANT FOR GENERAL OPERATIONS	$500
FAIRLYTE PAIGE EUBANK
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
FRANK MEKEE
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
HAILEY B JONES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
HAYLEE MARISSA DAVIS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
HUNTER WATKINS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$750
INDUSTRIAL DEV AUTHORITY OF LOUISA
PO BOX 462	LOUISA	VA	23093	NONE	PC	ECONOMIC DEVELOPMENT GRANT	$360,000
J'AIR RAWLINGS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$750
JAMES CAMDEN WACHTER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
JOHNNY EDWARD BASS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
JULIE GRACE MUSSER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$7,500
KARA BROOKE CHIPIWALT
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
KATHRINE TOPF
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$7,500
KENNETH CHISHOLM
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$7,500
KIANI L HUDGENS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
KRISTINA RENEE SATCHELL
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LINDSEY GREY JONES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
LINDSEY VEST
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LONDEKA NQOBILE MTHETHWA
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$7,500
LOUISA COUNTY AGRICULTURAL FAIR IN
PO BOX 462	LOUISA	VA	23093	N/A	PC	GRANT AWARDED	$400
LOUISA COUNTY RESOURCE COUNCIL
PO BOX 462	LOUISA	VA	23093	NONE	PC	GRANT AWARD	$8,500
MCKINZIE LYNN RINER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
MEAGAN ELIZABETH CANNING
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
MEGAN RAE PARKER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
MONAI GRACE CAREY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
MOSS-NUCKOLS ELEMENTARY SCHOOL
PO BOX 462	LOUISA	VA	23093	N/A	PC	PHASE ONE AUTISM PROJECT	$7,700
NOAH JONES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
RAESHAR DOMINIQUE SHELTON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
RANDY MICHAEL JACKSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$4,120
ROSEMARY CHRISTINE HARRIS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
SAMANTHA NEALE ROBERTS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
SETH PENLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
SHADELLE GREGORY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
SHAQUAN TIARA HOUCHENS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$333
SHRINERS HOSPITALS FOR CHILDREN
950 WEST FARRIS RD	GREENVILLE	SC	29605	N\A	PC	SUPPORT MEDICAL SERVICES FOR CHILDRE	$25,000
TANNER JOSEPH KELSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$7,500
TAYLOR NICOLE ROBERTS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
TIANA L LEWIS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
TIRINEY MICHELLE GROOMS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,250
TRENT MCNEAL GROOMS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
TYLER ELFORD
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
YULIA GRAY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
ZACHARY SCOTT CARTER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
BRANDON WADE STANLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
STANLEY HARKEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
STEVEN TYLER TOMPKINS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ASHLEY N WEBB
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
KARL WIMMER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$573,553	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$319	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$319,266	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	-$15,826	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$93,092	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$303,759	ExclusionAmt
Related Or Exempt Function Incm	$93,092	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$396,851	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	$379,958	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	$2,188	Amt
Disbursements Charitable Prps	$2,188	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	SoldSoldDt	Sales ExpenseSalesExpenseAmt	Total NetTotalNetAmt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt
228 EAST STREET	PURCHASE	2016-01	$131	-$131
2324 DIGGSTOWN RD	PURCHASE	2016-05	$14,901	$23,856	$150,000	$111,243
727 GLEN COVE DRIVE	PURCHASE	2016-02	$1,833	$488	$2,321
147 LAND-OR DRIVE	PURCHASE	2016-03	$14,384	$39,758	$135,000	$80,858
568 WICKHAM RD	PURCHASE	2016-03	$5,382	$10,210	$121,000	$105,408
748 EASTHAM RD	PURCHASE	2016-03	$14,408	$42,727	$145,346	$88,211

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MARKETABLE SECURITIES - SEE ATTACHED	StockNm
EOY Book Value	$1,426,221	EOYBookValueAmt
EOYFMV	$1,620,905	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Cost Or Other Basis	$4,539,594	CostOrOtherBasisAmt
Accumulated Depreciation	$501,507	AccumulatedDepreciationAmt
Book Value	$4,038,087	BookValueAmt
EOYFMV	$4,581,000	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	ACCRUED INCOME-WM. A. COOKE TRUST	Desc
EOY Book Value	$27,523	EOYBookValueAmt
EOYFMV	$27,523	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WACF LLC
ASSOCIATION DUES	$103	$103
BOOKKEEPING	$24,325	$24,325
INSURANCE	$13,747	$13,747
REPAIRS	$208,839	$208,839
UTILITIES	$13,617	$13,617
LEGAL	$1,050	$1,050
TAXES & LICENSES	$32,043	$32,043
AUTO	$89	$89
OFFICE CLEANING	$11,733	$11,733
OFFICE SUPPLIES	$888	$888
MISC	$1,238	$1,238
BAD DEBT	$492	$492
INVESTMENT DEPRECIATION	$102,137	$102,137
EXPENSES
BOOKKEEPING	$45,663	$22,832	$22,831
DUES & SUBSCRIPTIONS	$1,084		$1,084
INSURANCE	$675		$675
INVESTMENT EXPENSES	$31,289	$31,289
INVESTMENT INCOME TAX	$1,661	$1,661
LICENSES AND TAXES	$25	$25
OFFICE EXPENSE	$894		$894

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

WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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