WARD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WARD FOUNDATION INC (EIN 83-2945207)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-20
- IRS object ID
- 202502329349100105
- Schema version
- 2024v5.2
- 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 | 2025-08-20T07:50:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-08-18 | 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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,155,234 | 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 | $2,180,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,435 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $952,793 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $943,336 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,149,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $959,771 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,300 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,215 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,215 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,097 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,097 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,122 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $236,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $168,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $986,459 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $986,459 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,223,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,154,882 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,926,072 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $917,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $260,889 | CashBOYAmt |
| Cash EOY | $199,933 | CashEOYAmt |
| Cash EOYFMV | $199,933 | CashEOYFMVAmt |
| Other Investments BOY | $9,968,273 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,955,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,955,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,229,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,155,234 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,155,234 | 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 | $10,229,162 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,155,234 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,229,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,155,234 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,229,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,155,234 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,229,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,926,072 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,155,234 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,155,234 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,748 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,748 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,748 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,652 | OverpaymentAmt |
| Applied To ES Tax | $2,652 | 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 | $39,300 | $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 | $110,000 | $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 | $288,496 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $549,191 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,955,301 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,792,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,792,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,601,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $630,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $630,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,748 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,748 | TotalTaxAmt |
| Distributable Before Adj | $617,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $617,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $617,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,154,882 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,154,882 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $617,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $219,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,154,882 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $537,575 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $756,893 | 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 | $756,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $219,318 | ExcessFromYear1Amt |
| Excess From Current Year | $537,575 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANTIGUA INTERNATIONAL EDUCATION FOUNDATION | |||||||
| PO BOX 30 | PRINCETON | NJ | 08542 | PC | UNRESRICTED | $5,500 | |
| 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 | $35,000 | |
| FRIENDS OF SUENOS | |||||||
| 08 EAST LANCASTER AVE SUITE 235 | WYNNEWOOD | PA | 19096 | PC | UNRESTRICTED | $20,000 | |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1411 K STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED | $15,000 | |
| GUATEMALA YOUTH INITIATIVE | |||||||
| 13812 ROYALLS MILLS RD | SUMERDUCK | VA | 22742 | PC | UNRESTRICTED | $20,000 | |
| LIMITLESS HORIZONS | |||||||
| PO BOX 3120 | SANTA CRUZ | CA | 95063 | PC | UNRESTRICTED | $95,800 | |
| LIVE OAK WILDERNESS CAMP | |||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $35,500 | |
| MAIA | |||||||
| 734087 NETWORK PLACE | CHICAGO | IL | 60673 | PC | UNRESTRICTED | $165,400 | |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | PC | UNRESTRICTED | $50,000 | |
| NATUN | |||||||
| 1968 S COAST HWY STE 1904 | LAGUNA BEACH | CA | 92651 | PC | UNRESTRICTED | $45,750 | |
| PERONIA ADOLESCENTE | |||||||
| 4014 SE YAMHILL ST | PORTLAND | OR | 97214 | PC | UNRESTRICTED | $20,270 | |
| PLANTING SEEDS INTERNATIONAL | |||||||
| 2860 WELLER LANE | NORTHBROOK | IL | 60062 | PC | UNRESTRICTED | $35,000 | |
| SHE'S THE FIRST | |||||||
| 590 AVENUE OF THE AMERICAS 8TH | NEW YORK | NY | 10011 | PC | UNRESTRICTED | $20,000 | FLOOR |
| SUCCESS AT THURGOOD MARSHALL | |||||||
| 4621 CANAL STREET | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $25,000 | |
| 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 | $18,500 | |
| THE SPARKS FOUNDATION | |||||||
| 5850 QUEENSLOCH DRIVE | HOUSTON | TX | 77096 | PC | UNRESTRICTED | $120,270 | |
| UNCOMMON CONSTRUCTION | |||||||
| PO BOX 791438 | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $20,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | UNRESTRICTED | $3,000 | |
| WOMEN'S JUSTICE INITIATIVE | |||||||
| PO BOX 21540 | NEW YORK | NY | 10087 | PC | UNRESTRICTED | $45,000 | |
| BE LOUD STUDIOS | |||||||
| 3600 PALMYRA ST | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $20,000 | |
| BELIEVE IN U | |||||||
| PO BOX 7530 | CONCORD | NC | 28027 | PC | UNRESTRICTED | $10,000 | |
| BOYS HOPE GIRLS HOPE NETWORK | |||||||
| 5257 SHAW AVENUE SUITE 202 | ST LOUIS | MO | 63110 | PC | UNRESTRICTED | $23,000 | |
| FIRST LINE SCHOOLS | |||||||
| 300 NORTH BROAD STREET SUITE 207 | NEW ORLEANS | LA | 70119 | PC | UNRESTRICTED | $2,500 | |
| LOUISIANA ASSOCIATION OF PUBLIC CHARTER SCHOOLS | |||||||
| 609 METAIRIE ROAD 101 | METAIRIE | LA | 70005 | PC | UNRESTRICTED | $20,000 | |
| SAFE PASSAGE | |||||||
| 49 FARM VIEW DRIVE RAYMOND HALL | NEW GLOUCESTER | ME | 04260 | PC | UNRESTRICTED | $800 | SUITE 302 |
| COLLEGE BEYOND | |||||||
| 2000 LAKESHORE DRIVE MILNEBURG HALL | NEW ORLEANS | LA | 70148 | PC | UNRESTRICTED | $25,000 | SUITE 170 |
| NATIK ESPERANZA | |||||||
| 2700 MAYAN DRIVE | FORT LAUDERDALE | FL | 33316 | PC | UNRESTRICTED | $10,270 | |
| AMIGOS DE SANTA CRUZ FOUNDATION | |||||||
| 2226 EASTLAKE AVENUE E 319 | SEATTLE | WA | 98102 | PC | UNRESTRICTED | $15,000 | |
| INTERNATIONAL COMMUNITY FOUNDATION | |||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | PC | UNRESTRICTED | $14,499 | |
| COMPASSION & CHOICES | |||||||
| 101 SW MADISON STREET 8009 | PORTLAND | ME | 97207 | PC | UNRESTRICTED | $1,000 | |
| 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 | HARAHAN | LA | 70123 | PC | UNRESTRICTED | $1,200 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $986,459 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,435 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $952,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $969,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $969,228 | 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 | $2,180,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,100 | 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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAROL SUE APARTMENTS | AT COST | $11,128,866 | $11,128,866 |
| VANGUARD BROKERAGE | AT COST | $826,435 | $826,435 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,215 | LegalFeesAmt |
| Net Investment Income | $2,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $302 | $0 | $302 |
| INFORMATION TECHNOLOGY | $2,010 | $0 | $2,010 |
| PAYROLL PROCESSING | $1,896 | $0 | $0 |
| BANK CHARGES | $66 | $0 | $66 |
| OFFICE EQUIPMENT | $1,848 | $0 | $1,848 |
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 | $952,793 | $887,384 | $952,793 |
| INTEREST INCOME FROM PASSTHROUGH K-1'S | $55,952 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $40,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $8,070 | $0 | $0 |
| PAYROLL TAXES | $8,593 | $0 | $0 |
| TAX EXTENSION PAYMENT | $7,100 | $0 | $0 |
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