WARD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WARD FOUNDATION INC (EIN 83-2945207)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-24
- IRS object ID
- 202443599349100304
- Schema version
- 2023v5.1
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-24T10:57:38-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720549733 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERICKSEN KRENTEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4227 CANAL STREET | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832945207 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WARD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 5042966768 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 275 | AddressLine1Txt |
| City | GRETNA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT JAMES WARD JR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5042966768 | PhoneNum |
| Signature | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAUDE M SILVERMAN CPA | PreparerPersonNm |
| PTIN | P00442624 | PTIN |
| Phone | 5044867275 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,195,249 | 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 | $600,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $678,928 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $730,033 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,278,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $70,384 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,385 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,600 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $800 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,080 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,008 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,686 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,686 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,990 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $695,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $695,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $890,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $388,606 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $652,769 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $170,010 | CashBOYAmt |
| Cash EOY | $260,889 | CashEOYAmt |
| Cash EOYFMV | $260,889 | CashEOYFMVAmt |
| Other Investments BOY | $9,670,546 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,968,273 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,934,360 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,840,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,229,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,195,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,840,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,229,162 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,840,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,229,162 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,840,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,229,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,840,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $388,606 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,229,162 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,229,162 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,073 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,073 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,280 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,380 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $2,300 | OverpaymentAmt |
| Applied To ES Tax | $2,300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER VAN DERVORT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5042966768 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 275 | AddressLine1Txt |
| City | GRETNA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT JAMES WARD JR | ||||||||
| 425 NOTRE DAME STREET APT 804 | NEW ORLEANS | LA | 70130 | DIRECTOR - PRESIDENT | 3.00 | $0 | $0 | $0 |
| CHRISTOPHER VAN DERVORT | ||||||||
| 421 ATHERTON DRIVE | METAIRIE | LA | 70005 | DIRECTOR - SECRETARY | 10.00 | $35,000 | $0 | $0 |
| ELIZABETH HEEBE-RUSSO | ||||||||
| 425 NOTRE DAME STREET APT 804 | NEW ORLEANS | LA | 70130 | DIRECTOR - TREASURER | 1.00 | $0 | $0 | $0 |
| TRAVIS NING | ||||||||
| 33424 DEEP FOREST ROAD | EVERGREEN | CO | 80439 | PROGRAM DIRECTOR | 40.00 | $105,769 | $0 | $0 |
| SARAH HEEBE | ||||||||
| 5531 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNA HEEBE | ||||||||
| 5531 ST CHARLES AVENUE | NEW ORLEANS | LA | 70115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $286,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,934,360 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,220,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,220,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,067,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $503,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $503,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,073 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,073 | TotalTaxAmt |
| Distributable Before Adj | $494,296 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $494,296 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $494,296 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,890 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $799,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $494,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,276 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $799,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,276 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $494,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $219,318 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $219,318 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,318 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $219,318 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT JAMES WARD JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ANTIGUA INTERNATIONAL EDUCATION FOUNDATION | |||||||||
| PO BOX 30 | PRINCETON | NJ | 08542 | PC | UNRESRICTED | $5,000 | |||
| BARD EARLY COLLEGE | |||||||||
| 3820 ST CLAUDE AVENUE | NEW ORLEANS | LA | 70117 | PC | UNRESTRICTED | $25,000 | |||
| CREMOS NORTE | |||||||||
| 201 US ROUTE 1 NO 119 | SCARBOROUGH | ME | 04074 | PC | UNRESTRICTED | $30,500 | |||
| FRIENDS OF SUENOS | |||||||||
| 08 EAST LANCASTER AVE SUITE 235 | WYNNEWOOD | PA | 19096 | PC | UNRESTRICTED | $20,000 | |||
| LIMITLESS HORIZONS | |||||||||
| PO BOX 3120 | SANTA CRUZ | CA | 95063 | PC | UNRESTRICTED | $75,000 | |||
| LIVE OAK WILDERNESS CAMP | |||||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $25,000 | |||
| MAIA | |||||||||
| 734087 NETWORK PLACE | CHICAGO | IL | 60673 | PC | UNRESTRICTED | $171,000 | |||
| MAYA HEALTH ALLIANCE | |||||||||
| PO BOX 91 | BETHEL | VT | 05032 | PC | UNRESTRICTED | $30,000 | |||
| MD ANDERSON CANCER CENTER | |||||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | PC | UNRESTRICTED | $50,000 | |||
| SHES'S THE FIRST | |||||||||
| 590 AVENUE OF THE AMERICAS 8TH | NEW YORK | NY | 10011 | PC | UNRESTRICTED | $20,000 | FLOOR | ||
| THE 18TH WARD SPORTS CLUB | |||||||||
| 3329 BELL STREET | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $20,000 | |||
| THE CARTER CENTER | |||||||||
| 453 JOHN LEWIS FREEDOM PARKWAY | ATLANTA | GA | 30307 | PC | UNRESTRICTED | $1,500 | |||
| THE EVERGREEN ROTARY FOUNDATION | |||||||||
| PO BOX 4143 | EVERGREEN | CO | 80439 | PC | UNRESTRICTED | $15,000 | |||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | UNRESTRICTED | $5,000 | |||
| WINGS GUATEMALA | |||||||||
| PO BOX 1043 | PUEBLO | CO | 81002 | PC | UNRESTRICTED | $30,000 | |||
| WOMEN'S JUSTICE INITIATIVE | |||||||||
| PO BOX 21540 | NEW YORK | NY | 10087 | PC | UNRESTRICTED | $30,000 | |||
| NATUN | |||||||||
| 1968 S COAST HWY STE 1904 | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $4,980 | |||
| GLOBAL FUND FOR CHILDREN | |||||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $10,000 | |||
| GUATEMALA YOUTH INITIATIVE | |||||||||
| 13812 ROYALLS MILLS RD | SUMERDUCK | VA | 22742 | PC | UNRESTRICTED | $15,000 | |||
| PERONIA ADOLESCENTE | |||||||||
| 4014 SE YAMHILL ST | PORTLAND | OR | 97214 | PC | UNRESTRICTED | $11,420 | |||
| PLANTING SEEDS INTERNATIONAL | |||||||||
| 2860 WELLER LANE | NORTHBROOK | IL | 60062 | PC | UNRESTRICTED | $25,000 | |||
| SUCCESS AT THURGOOD MARSHALL | |||||||||
| 4621 CANAL STREET | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $25,000 | |||
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | PC | UNRESTRICTED | $25,000 | |||
| UNCOMMON CONSTRUCTION | |||||||||
| PO BOX 791438 | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $20,000 | |||
| COMPASSION & CHOICES | |||||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 97207 | PC | UNRESTRICTED | $800 | |||
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PC | UNRESTRICTED | $700 | |||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | PC | UNRESTRICTED | $500 | |||
| SECOND HARVEST FOOD BANK | |||||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | PC | UNRESTRICTED | $3,700 | |||
| SOUTHERN POVERTY LAW CENTER | |||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED | $300 | |||
| THE SPARKS FOUNDATION | |||||||||
| PC | UNRESTRICTED | $500 | 21 HENG MUI KENG TERRACE | SN | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $695,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $678,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $678,928 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $678,928 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135 | AddressLine1Txt |
| City | GRETNA | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,160 | Amt |
| Net Investment Income | $1,080 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,080 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE OF CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART VII-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | SCHEDULE OF CONTROLLED ENTITYCAROL SUE APARTMENTSP.O. BOX 1938GRETNA, LA 70054EXCESS BUSINESS HOLDING [ ]YES [X]NO | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CAROL SUE APARTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,968,273 | BookValueAmt |
| EOYFMV | $9,934,360 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,600 | LegalFeesAmt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $287 | $0 | $287 |
| INFORMATION TECHNOLOGY | $10,752 | $0 | $10,752 |
| SUPPLIES | $260 | $0 | $0 |
| PAYROLL PROCESSING | $1,900 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| RENTAL REAL ESTATE INCOME FROM PASSTHROUGH K-1'S | $678,928 | $707,381 | $678,928 |
| INTEREST INCOME FROM PASSTHROUGH K-1'S | $22,652 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $2,917 | $0 | $0 |
| PAYROLL TAXES | $8,091 | $0 | $0 |
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