THE WARD FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE WARD FOUNDATION (EIN 30-0854844)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-05-15
IRS object ID: 202311359349102521
Schema version: 2022v5.0
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
Other Assets Schedule
Other Increases Schedule
Other Liabilities Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T11:49:01-04:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	232426656	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BUCKNO LISICKY & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	645 HAMILTON ST SUITE 204	AddressLine1Txt
City	ALLENTOWN	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	18101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	300854844	EIN

Business Name BusinessName

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

Field	Value	IRS element (for citing)
Business Name Control	WARD	BusinessNameControlTxt
Phone	7136525246	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11512 SHADESTONE TERRACE	AddressLine1Txt
City	AUSTIN	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78732	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ADELE R WARD	PersonNm
Person Title	PRESIDENT, TREASURER	PersonTitleTxt
Phone	7136513770	PhoneNum
Signature	2023-05-02	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	ADELE	PersonFirstNm
Person Last	WARD	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT L BUCK	PreparerPersonNm
PTIN	P01068409	PTIN
Phone	6108218580	PhoneNum
Preparation	2023-05-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	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
Interest On Sav Rev And Expnss	$4	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$4	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$4	TotalRevAndExpnssAmt
Total Net Invst Incm	$4	TotalNetInvstIncmAmt
Total Adj Net Incm	$4	TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$60,892	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$60,892	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$60,892	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$60,892	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$60,888	ExcessRevenueOverExpensesAmt
Net Investment Income	$4	NetInvestmentIncomeAmt
Adjusted Net Income	$4	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$28,019	SavAndTempCashInvstBOYAmt
Other Assets BOY	$32,869	OtherAssetsBOYAmt
Total Assets BOY	$60,888	TotalAssetsBOYAmt
Total Assets EOY	$0	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$1,090	OtherLiabilitiesBOYAmt
Total Liabilities BOY	$1,090	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$59,798	NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY	$59,798	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$0	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$60,888	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$0	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$59,798	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$60,888	ExcessRevenueOverExpensesAmt
Other Increases	$1,090	OtherIncreasesAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	Yes (true)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	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	ADELE R WARD	IndividualWithBooksNm
Phone	7136513770	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1073 PINNACLE VIEW DRIVE E	AddressLine1Txt
City	KERRVILLE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78028	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 (3 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
ADELE R WARD
11512 SHADESTONE TERRACE	AUSTIN	TX	78732	PRESIDENT, T	000.00	$0	$0	$0
JEFFREY R WARD
101 COLORADO STREET APT 2108	AUSTIN	TX	78701	SECRETARY	000.00	$0	$0	$0
FRANCESCA R WARD
141 FORT MABRY LOOP	GEORGETOWN	TX	786287199	DIRECTOR	000.00	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$28,019	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$32,723	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$60,742	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$60,742	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$911	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$59,831	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,992	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,992	MinimumInvestmentReturnAmt
Distributable Before Adj	$2,992	DistributableBeforeAdjAmt
Distributable Before Ded	$2,992	DistributableBeforeDedAmt
Distributable As Adjusted	$2,992	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$60,892	ExpensesAndContributionsAmt
Qualifying Distributions	$60,892	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,992	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$44,570	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$80,180	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$124,750	TotalExcessDistributionCyovAmt
Qualifying Distributions	$60,892	QualifyingDistributionsAmt
Applied To Current Year	$2,992	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$57,900	RemainingDistriFromCorpusAmt
Total Corpus	$182,650	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$44,570	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$138,080	ExcessDistriCyovToNextYrAmt
Excess From Year4	$80,180	ExcessFromYear4Amt
Excess From Current Year	$57,900	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SUBLETTE FAMILY FOUNDATION
6872 E SUNRISE DR 130	TUCSON	AZ	85750	NON-PF	CHARITABLE SUPPORT	$32,764
HOPE SPEAKS INTERNATIONAL
1200 E COLLINS BLVD	RICHARDSON	TX	75081	NON-PF	CHARITABLE SUPPORT	$28,128

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$60,892	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$4	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$4	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4	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

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	VARIOUS ARTWORK, RUGS & JEWELRY	Desc
BOY Book Value	$32,869	BOYBookValueAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	OTHER RECONCILING DETAIL	Desc
Amt	$1,090	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	ST ADVANCES	Desc
BOY Book Value	$1,090	BOYBookValueAmt

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