EDWALDAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: EDWALDAN FOUNDATION (EIN 72-1372677)
Tax period: 2023-05-01 to 2024-04-30
Filed: 2024-10-31
IRS object ID: 202423059349100507
Schema version: 2023v5.0
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
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-31T10:11:39-04:00	ReturnTs
Tax Period End	2024-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261161272	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOSEPH M BRODAY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3940 MONTCLAIR RD STE 201	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	352132421	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	721372677	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	EDWALDAN FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	EDWA	BusinessNameControlTxt
Phone	2059676482	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3017 WARRINGTON ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	352232719	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDITH W DANIEL	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	2059676482	PhoneNum
Signature	2024-10-31	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH M BRODAY CPA	PreparerPersonNm
PTIN	P00290534	PTIN
Phone	2058719148	PhoneNum
Preparation	2024-10-31	PreparationDt

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	$214,443	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$3,783	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,783	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$3,783	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,598	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$120,562	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$3,511	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$1,000	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$1,000	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$1,000	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$10,381	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,294	TotalNetInvstIncmAmt
Total Adj Net Incm	$4,783	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,450	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,450	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,860	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,860	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$122	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$122	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$6,000	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$6,000	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$226	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$226	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,658	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,860	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,798	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$25,658	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,860	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$23,798	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$15,277	ExcessRevenueOverExpensesAmt
Net Investment Income	$6,434	NetInvestmentIncomeAmt
Adjusted Net Income	$4,783	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$12,529	CashBOYAmt
Cash EOY	$14,731	CashEOYAmt
Cash EOYFMV	$14,733	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,053	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,039	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,039	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$207,663	OtherInvestmentsBOYAmt
Other Investments EOY	$191,198	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$198,671	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$222,245	TotalAssetsBOYAmt
Total Assets EOY	$206,968	TotalAssetsEOYAmt
Total Assets EOYFMV	$214,443	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$222,245	RetainedEarningBOYAmt
Retained Earning EOY	$206,968	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$222,245	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$206,968	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$222,245	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$206,968	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$222,245	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$15,277	ExcessRevenueOverExpensesAmt
Subtotal	$206,968	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$206,968	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$3,511	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$89	InvestmentIncomeExciseTaxAmt
Subtotal	$89	SubtotalAmt
Tax Based On Investment Income	$89	TaxBasedOnInvestmentIncomeAmt
Tax Due	$89	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	AL	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	N/A	WebsiteAddressTxt
Individual With Books	JUDITH W DANIEL	IndividualWithBooksNm
Phone	2059676482	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3017 WARRINGTON ROAD	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35223	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
JUDITH W DANIEL
3017 WARRINGTON ROAD	BIRMINGHAM	AL	35223	DIRECTOR	5.00	$0	$0	$0
W ANDREW DANIEL
3017 WARRINGTON ROAD	BIRMINGHAM	AL	35223	DIRECTOR	1.00	$0	$0	$0
HEATHER L PRECISE
3429 SAGEWOOD TRAIL	BIRMINGHAM	AL	35243	DIRECTOR	1.00	$0	$0	$0
JAMES C MUSGRAVE
9116 PROVIDENCE AVE	SILVER SPRINGS	MD	20901	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	TO MAKE DONATIONS TO RELIGIOUS, CHARITABLE, EDUCATIONAL AND SCIENTIFIC ENDEAVORS.	Description1Txt

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	$200,083	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$15,178	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$215,261	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$215,261	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,229	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$212,032	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$10,602	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$10,602	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$89	TaxBasedOnInvestmentIncomeAmt
Total Tax	$89	TotalTaxAmt
Distributable Before Adj	$10,513	DistributableBeforeAdjAmt
Distributable Before Ded	$10,513	DistributableBeforeDedAmt
Distributable As Adjusted	$10,513	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$23,798	ExpensesAndContributionsAmt
Qualifying Distributions	$23,798	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$10,513	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$14,186	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$16,253	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$14,988	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,551	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$14,486	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$70,464	TotalExcessDistributionCyovAmt
Qualifying Distributions	$23,798	QualifyingDistributionsAmt
Applied To Current Year	$10,513	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$13,285	RemainingDistriFromCorpusAmt
Total Corpus	$83,749	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$14,186	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$69,563	ExcessDistriCyovToNextYrAmt
Excess From Year4	$16,253	ExcessFromYear4Amt
Excess From Year3	$14,988	ExcessFromYear3Amt
Excess From Year2	$10,551	ExcessFromYear2Amt
Excess From Year1	$14,486	ExcessFromYear1Amt
Excess From Current Year	$13,285	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JUDITH DANIEL	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3017 WARRINGTON DRIVE	AddressLine1Txt
City	BIRMINGHAM	CityNm
State Abbreviation	AL	StateAbbreviationCd
ZIP	35223	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2059676482	RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
A WIDER CIRCLE
9159 BROOKVILLE RD	SILVER SPRING	MD	20910	SELF-HELP/AID	$500
ALABAMA CHILDRENS HOSPITAL FDN
1600 7TH AVE S	BIRMINGHAM	AL	35233	MEDICAL	$5,000	LEE BUILDING SUITE 201
ALZHEIMER'S ASSOCIATION
1 METROPLEX DR	BIRMINGHAM	AL	35209	MEDICAL	$1,000	SUITE 230
AMERICAN HORTICULTURAL SO
7931 EAST BOULEVARD DR	ALEXANDRIA	VA	22308	ENVIRONMENTAL	$1,000
BIRMINGHAM MUSIC CLUB GUILD
1807 3RD AVE N	BIRMINGHAM	AL	35203	ARTS	$500
BREAST CANCER RESEARCH FOUNDATION
28 WEST 44TH STREET	NEW YORK	NY	10036	MEDICAL	$2,000	SUITE 609
CHESAPEAKE BAY FOUNDATION
6 HERDON AVE	ANNAPOLIS	MD	21403	ENVIRONMENT	$500
GREATER BIRMINGHAM HUMANE SOCIETY
300 SNOW DRIVE	BIRMINGHAM	AL	35209	SELF-HELP/AID	$500
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY STREET	DELAWARE	OH	43015	EDUCATIONAL	$1,000
SHEPHERD'S TABLE INC
8106 GEORGIA AVE	SILVER SPRING	MD	20910	SELF-HELP/AID	$500
SMILE-A-MILE
1600 2ND AVE S	BIRMINGHAM	AL	35233	SELF -HELP/AID	$500
THE NATURE CONSERVANCY OF AL
2100 1ST AVE N	BIRMINGHAM	AL	35203	ENVIRONMENTAL	$500
UAB DIV OF ADOLESCENT MEDICINE
1720 2ND AVE S	BIRMINGHAM	AL	35294	MEDICAL	$2,000
WBHM PUBLIC RADIO
650 11TH STREET S	BIRMINGHAM	AL	35233	ARTS	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,783	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,000	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$5,598	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$10,381	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$10,381	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS.
8	INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS.
7	INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS.

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ANNUAL 990PF PREPARATION FEE	CategoryTxt
Amt	$1,450	Amt
Disbursements Charitable Prps	$1,450	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	LINCOLN FINANCIAL ADVISORS	AssetDesc
How Acquired	PURCHASE	HowAcquiredTxt
Gross Sales Price	$117,051	GrossSalesPriceAmt
Basis	$114,964	BasisAmt
Total Net	$2,087	TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$191,198	BookValueAmt
EOYFMV	$198,671	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
POSTAGE	$226	$226

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INVESTMENT INCOME	Desc
Revenue And Expenses Per Books	$1,000	RevenueAndExpensesPerBooksAmt
Net Investment Income	$1,000	NetInvestmentIncomeAmt
Adjusted Net Income	$1,000	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$1,860	Amt
Net Investment Income	$1,860	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL INCOME TAXES	CategoryTxt
Amt	$122	Amt
Disbursements Charitable Prps	$122	DisbursementsCharitablePrpsAmt

EDWALDAN FOUNDATION: Form 990PF, tax year 2023

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

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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