EDWALDAN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: EDWALDAN FOUNDATION (EIN 72-1372677)
Tax period: 2021-05-01 to 2022-04-30
Filed: 2022-11-23
IRS object ID: 202203279349100710
Schema version: 2021v4.0
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 Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-23T12:35:02-05:00	ReturnTs
Tax Period End	2022-04-30	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	2021-05-01	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	2022-11-22	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JUDITH	PersonFirstNm
Person Last	DANIEL	PersonLastNm

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH M BRODAY CPA	PreparerPersonNm
PTIN	P00290534	PTIN
Phone	2058719148	PhoneNum
Preparation	2022-11-23	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$235,863	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	$2	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$2	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$3,985	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,985	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$3,985	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$13,436	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$37,076	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,143	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$17,423	TotalRevAndExpnssAmt
Total Net Invst Incm	$15,130	TotalNetInvstIncmAmt
Total Adj Net Incm	$3,987	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,405	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,405	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$2,473	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$2,473	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$150	TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl	$150	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$6,000	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$6,000	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$188	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$188	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,216	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,473	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,743	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$15,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$15,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$25,716	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,473	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$23,243	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$8,293	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,657	NetInvestmentIncomeAmt
Adjusted Net Income	$3,987	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$14,190	CashBOYAmt
Cash EOY	$13,024	CashEOYAmt
Cash EOYFMV	$13,024	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$205	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,804	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,804	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$234,924	OtherInvestmentsBOYAmt
Other Investments EOY	$226,198	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$221,035	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$249,319	TotalAssetsBOYAmt
Total Assets EOY	$241,026	TotalAssetsEOYAmt
Total Assets EOYFMV	$235,863	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$249,319	RetainedEarningBOYAmt
Retained Earning EOY	$241,026	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$249,319	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$241,026	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$249,319	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$241,026	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$249,319	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$8,293	ExcessRevenueOverExpensesAmt
Subtotal	$241,026	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$241,026	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,143	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$176	InvestmentIncomeExciseTaxAmt
Subtotal	$176	SubtotalAmt
Tax Based On Investment Income	$176	TaxBasedOnInvestmentIncomeAmt
Tax Due	$176	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	$246,663	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$14,613	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$261,276	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$261,276	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$3,919	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$257,357	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$12,868	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$12,868	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$176	TaxBasedOnInvestmentIncomeAmt
Total Tax	$176	TotalTaxAmt
Distributable Before Adj	$12,692	DistributableBeforeAdjAmt
Distributable Before Ded	$12,692	DistributableBeforeDedAmt
Distributable As Adjusted	$12,692	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$23,243	ExpensesAndContributionsAmt
Qualifying Distributions	$23,243	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$12,692	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$15,310	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$20,443	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$14,186	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$16,253	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$14,988	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$81,180	TotalExcessDistributionCyovAmt
Qualifying Distributions	$23,243	QualifyingDistributionsAmt
Applied To Current Year	$12,692	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$10,551	RemainingDistriFromCorpusAmt
Total Corpus	$91,731	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$15,310	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$76,421	ExcessDistriCyovToNextYrAmt
Excess From Year4	$20,443	ExcessFromYear4Amt
Excess From Year3	$14,186	ExcessFromYear3Amt
Excess From Year2	$16,253	ExcessFromYear2Amt
Excess From Year1	$14,988	ExcessFromYear1Amt
Excess From Current Year	$10,551	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 (12 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
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
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	$1,000
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	$15,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$2	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$3,985	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$13,436	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$17,423	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$17,423	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	INCOME FROM INVESTMENTS DONATED TO OTHER CHARITABLE ORGANIZATIONS.
8	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	$1,405	Amt
Disbursements Charitable Prps	$1,405	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt	SoldSoldDt
NUVEEN LIMITED TERM MUNI BOND CL A	PURCHASE	$4,321	$4,239	$82
AMG YACKTMAN FUND I	PURCHASE	$5,995	$5,174	$821	2022-03
BLACKROCK STRATEGIC MUNI OPPORTUNITY	PURCHASE	$3,479	$3,739	-$260	2022-03
CATALYST MILLBURN HEEDGE STRTGY FD	PURCHASE	$2,056	$1,690	$366	2022-03
DELAWARE SMALL CAP VALUE	PURCHASE	$2,858	$2,359	$499	2022-03
EDGEWOOD GROWTH FUND INSTL CL	PURCHASE	$5,213	$4,337	$876	2022-03
PIMCO INTL BD US DOLLAR HEDGED	PURCHASE	$2,011	$2,102	-$91	2022-03

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	$226,198	BookValueAmt
EOYFMV	$221,035	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
POSTAGE	$188	$188

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$2,473	Amt
Net Investment Income	$2,473	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL INCOME TAXES	CategoryTxt
Amt	$150	Amt
Disbursements Charitable Prps	$150	DisbursementsCharitablePrpsAmt

EDWALDAN FOUNDATION: Form 990PF, tax year 2021

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

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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 (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

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 (2 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 (7 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments