WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: WILLIAM A COOKE FOUNDATION (EIN 54-2012726)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-09-26
IRS object ID: 201632709349100203
Schema version: 2015v2.1
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
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	2016-09-26T09:50:54-05:00	ReturnTs
Tax Period End	2015-12-31	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	2015-01-01	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	2016-09-21	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	2016-09-26	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2017-02-10 21:41:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$10,686,154	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	$520,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$644	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$644	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$293,437	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$293,437	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$398,534	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$398,534	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	-$59,067	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$48,985	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,046,816	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$12,338	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,261,600	TotalRevAndExpnssAmt
Total Net Invst Incm	$704,953	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,282	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,282	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$33,000	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$554,177	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$508,182	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$45,995	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$589,459	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$508,182	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$81,277	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$565,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$534,698	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,154,959	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$508,182	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$615,975	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$106,641	ExcessRevenueOverExpensesAmt
Net Investment Income	$196,771	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$952,536	CashBOYAmt
Cash EOY	$932,222	CashEOYAmt
Cash EOYFMV	$932,222	CashEOYFMVAmt
Acct Rcvbl	$46,963	AcctRcvblAmt
Acct Rcvbl BOY	$30,881	AcctRcvblBOYAmt
Acct Rcvbl EOY	$46,963	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$46,963	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$942,455	CorporateStockBOYAmt
Corporate Stock EOY	$1,151,322	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,283,113	CorporateStockEOYFMVAmt
Mortgage Loans BOY	$3,529,793	MortgageLoansBOYAmt
Mortgage Loans EOY	$3,746,022	MortgageLoansEOYAmt
Mortgage Loans EOYFMV	$3,746,022	MortgageLoansEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$4,719,327	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$439,704	LandBldgEquipAccumDeprecAmt
Land BOY	$4,224,578	LandBOYAmt
Land EOY	$4,279,623	LandEOYAmt
Land EOYFMV	$4,677,834	LandEOYFMVAmt
Other Assets BOY	$338,193	OtherAssetsBOYAmt
Total Assets BOY	$10,018,436	TotalAssetsBOYAmt
Total Assets EOY	$10,156,152	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,686,154	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$37,805	AccountsPayableBOYAmt
Accounts Payable EOY	$38,079	AccountsPayableEOYAmt
Grants Payable BOY	$268,532	GrantsPayableBOYAmt
Grants Payable EOY	$299,333	GrantsPayableEOYAmt
Total Liabilities BOY	$306,337	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$337,412	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$9,712,099	CapitalStockBOYAmt
Capital Stock EOY	$9,818,740	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$9,712,099	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$9,818,740	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,018,436	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,156,152	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$9,712,099	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$106,641	ExcessRevenueOverExpensesAmt
Subtotal	$9,818,740	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$9,818,740	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 - SEE ATTACHED	P	$336,788	$347,234	-$10,446	-$10,446
UBS FINANCIAL - SEE ATTACHED	P	$159,774	$136,990	$22,784	$22,784

Field	Value	IRS element (for citing)
Capital Gain Net Income	$12,338	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$292,855	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,464,217	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.030943	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$304,535	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,888,973	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.034260	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$209,231	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,126,161	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.034154	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$380,905	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$6,205,698	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.061380	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$252,521	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,987,679	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.042173	DistributionYr5Rt
Total Distribution	0.202910	TotalDistributionRt
Average Distribution	0.040582	AverageDistributionRt
Net Vl Noncharitable Assets	$9,979,947	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$405,006	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,968	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$406,974	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$615,975	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	$1,968	InvestmentIncomeExciseTaxAmt
Subtotal	$1,968	SubtotalAmt
Tax Based On Investment Income	$1,968	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,871	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$4,871	TotalPaymentsAndCreditsAmt
Overpayment	$2,903	OverpaymentAmt
Applied To ES Tax	$1,968	AppliedToESTaxAmt
Refund	$935	RefundAmt

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 (8 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	5.00	$0	$0	$0
LINDA PARKER
PO BOX 462	LOUISA	VA	23093	DIRECTOR	1.00	$0	$0	$0
DEAN P AGEE
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
GLORIA G LAYNE
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	$1,131,167	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$711,181	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$8,411,099	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,253,447	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$10,253,447	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$273,500	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$9,979,947	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$498,997	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$498,997	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,968	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,968	TotalTaxAmt
Distributable Before Adj	$497,029	DistributableBeforeAdjAmt
Distributable Before Ded	$497,029	DistributableBeforeDedAmt
Distributable As Adjusted	$497,029	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$615,975	ExpensesAndContributionsAmt
Qualifying Distributions	$615,975	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,968	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$614,007	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$497,029	DistributableAsAdjustedAmt
Undistributed Income PY	$355,604	UndistributedIncomePYAmt
Qualifying Distributions	$615,975	QualifyingDistributionsAmt
Applied To Year1	$355,604	AppliedToYear1Amt
Applied To Current Year	$260,371	AppliedToCurrentYearAmt
Undistributed Income CY	$236,658	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 (56 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALEX REDMON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
ALIYAH RICH REYES LINATOC
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ASHLEIGH KNOWLES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$3,000
BENJAMIN ALLYN LOWERY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
BRIANNA LASHA STEWART
PO B0X 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
DARREN AVERY POINDEXTER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
EBONY BROWN
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ERIN GRACE PENLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
GRACE ELIZABETH ANDERSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
KARA BROOKE CHIPIWALT
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LESTER ANDERSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
LINDSEY GREY JONES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LOGAN TYREE BEAVER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
LONDEKA NQOBILE MTHETHWA
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LOUISA COUNTY PUBLIC SCHOOLS
PO BOX 462	LOUISA	VA	23093	N\A	PC	DUEL ENROLLMENT PROGRAM WITH PVCC	$8,000
LOUISA COUNTY DEPT OF HUMAN SERVICE
PO BOX 462	LOUISA	VA	23093	N\A	PC	LOUISA REENTRY COUNCIL MATCHING GRAN	$5,000
MARCUS BEST
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
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	$2,500
RAESHAR DOMINIQUE SHELTON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ROSEMARY CHRISTINE HARRIS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
SARAH MCKAY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$3,365
SETH PENLEY
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
YULIA GRAY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
LINDSEY DIANE BROWN
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,000
HAYLEE MARISSA DAVIS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
JUSTIN KYLE GAMMON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
RANDY MICHAEL JACKSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
TANNER JOSEPH KELSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
JULIE GRACE MUSSER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
MEGAN RAE PARKER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,000
MARY ALLISON STANLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$1,000
JAMES CAMDEN WACHTER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
CHRISTINA VAUGHAN
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$5,000
BRENNA CANNING
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
KENNETH CHISHOLM
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
TYLER ELFORD
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
SHADELLE GREGORY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ALEXIUS HOUCHENS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
ALLIYAH HUGHES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
NOAH JONES
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
ANDREW KNIGHTON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$500
FRANK MEKEE
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
J'AIR RAWLINGS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
BETH RICHARDSON
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
CHRISTY TALLEY
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
KATHRINE TOPF
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
LINDSEY VEST
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
HUNTER WATKINS
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$250
ABBY WHITLOCK
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
KARL WIMMER
PO BOX 462	LOUISA	VA	23093	NONE	N\A	SCHOLARSHIP	$2,500
INDUSTRIAL DEV AUTHORITY OF LOUISA
PO BOX 462	LOUISA	VA	23093	NONE	PC	ECONOMIC DEVELOPMENT GRANT	$360,000
RIVER ROAD BAPTIST CHURCH
PO BOX 462	LOUISA	VA	23093	NONE	PC	MEMORIAL GIFT MEMORY OF CLYDE GLASCO	$500
LOUISA EDUCATION FOUNDATION
PO BOX 462	LOUISA	VA	23093	NONE	PC	FIELD HOUSE PROJECT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$534,698	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Field	Value	IRS element (for citing)
Recipient Person	CASHACCRUAL ADJUSTMENT	RecipientPersonNm

Recipient US Address RecipientUSAddress

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)
Recipient Relationship	NONE	RecipientRelationshipTxt
Recipient Foundation Status	N/A	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	CASH\ACCRUAL ADJUSTMENT	GrantOrContributionPurposeTxt
Amt	$30,802	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$30,802	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$644	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$293,437	ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion	16	ExclusionCd
Exclusion	-$59,067	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$48,985	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$235,014	ExclusionAmt
Related Or Exempt Function Incm	$48,985	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$283,999	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	$520,000	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	$2,282	Amt
Disbursements Charitable Prps	$2,282	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	SoldSoldDt	BasisBasisAmt	Total NetTotalNetAmt	Gross Sales PriceGrossSalesPriceAmt
658 N LAKESHORE DRIVE	PURCHASE	2015-01	$25	-$25
174 PINE ROAD	PURCHASE	2015-07	$89,146	-$1,146	$88,000
14380 MILLER ROAD	PURCHASE	2015-05	$52,673	$17,327	$70,000
228 EAST STREET	PURCHASE	2015-09	$154,922	$2,578	$157,500
727 GLEN COVE DRIVE	PURCHASE	2015-12	$141,105	-$1,205	$139,900
599 TAYLOR ROAD	PURCHASE	2015-03	$75,736	-$3,236	$72,500
OTHER	PURCHASE	2015-12		$22,354	$22,354

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MARKETABLE SECURITIES - SEE ATTACHED	StockNm
EOY Book Value	$1,151,322	EOYBookValueAmt
EOYFMV	$1,283,113	EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Cost Or Other Basis	$4,719,327	CostOrOtherBasisAmt
Accumulated Depreciation	$439,704	AccumulatedDepreciationAmt
Book Value	$4,279,623	BookValueAmt
EOYFMV	$4,677,834	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	$338,193	BOYBookValueAmt

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	$4,656	$4,656
BOOKKEEPING	$40,550	$40,550
INSURANCE	$33,624	$33,624
REPAIRS	$217,730	$217,730
UTILITIES	$14,807	$14,807
LEGAL	$236	$236
TAXES & LICENSES	$32,327	$32,327
AUTO	$840	$840
OFFICE CLEANING	$12,270	$12,270
OFFICE SUPPLIES	$781	$781
SMALL TOOLS AND SUPPLIES	$5,410	$5,410
INVESTMENT DEPRECIATION	$94,370	$94,370
EXPENSES
BOOKKEEPING	$31,975	$15,988	$15,987
DUES & SUBSCRIPTIONS	$1,975		$1,975
INSURANCE	$675		$675
INVESTMENT EXPENSES	$28,175	$28,175
INVESTMENT INCOME TAX	$6,322	$6,322
LICENSES AND TAXES	$96	$96
OFFICE EXPENSE	$19,888		$19,888
PROFESSIONAL FEES	$7,470		$7,470

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADMINISTRATOR	CategoryTxt
Amt	$33,000	Amt
Disbursements Charitable Prps	$33,000	DisbursementsCharitablePrpsAmt

WILLIAM A COOKE FOUNDATION: Form 990PF, tax year 2015

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

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 (8 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 (56 entries)

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient US Address RecipientUSAddress

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 (7 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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