BETA

THE WARD FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE WARD FOUNDATION (EIN 30-0854844)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202141319349102259
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-11T13:38:21-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232426656PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCKNO LISICKY & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1645 HAMILTON ST SUITE 204AddressLine1Txt
CityALLENTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300854844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WARD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWARDBusinessNameControlTxt
Phone7136525246PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1504 VAUGHAN COVEAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78732ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonADELE R WARDPersonNm
Person TitlePRESIDENT, TREASURERPersonTitleTxt
Phone7136513770PhoneNum
Signature2021-05-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstADELEPersonFirstNm
Person LastWARDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L BUCKPreparerPersonNm
PTINP01068409PTIN
Phone6108218580PhoneNum
Preparation2021-05-11PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$60,886FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$5TotalRevAndExpnssAmt
Total Net Invst Incm$5TotalNetInvstIncmAmt
Total Adj Net Incm$5TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,298AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$649AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$649AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$1,298TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$649TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$649TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$649TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,293ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$5AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,134SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,096SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,096SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$38,045OtherAssetsBOYAmt
Other Assets EOY$37,790OtherAssetsEOYAmt
Other Assets EOYFMV$37,790OtherAssetsEOYFMVAmt
Total Assets BOY$62,179TotalAssetsBOYAmt
Total Assets EOY$60,886TotalAssetsEOYAmt
Total Assets EOYFMV$60,886TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$62,179NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$60,886NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$62,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$60,886TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$60,886TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,293ExcessRevenueOverExpensesAmt
Subtotal$60,886SubtotalAmt
Tot Net Ast Or Fund Balances EOY$60,886TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Form2220 AttachedYes (X)Form2220AttachedInd

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksADELE R WARDIndividualWithBooksNm
Phone7136513770PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11073 PINNACLE VIEW DRIVE EAddressLine1Txt
CityKERRVILLECityNm
State AbbreviationTXStateAbbreviationCd
ZIP78028ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ADELE R WARD
504 VAUGHAN COVEAUSTINTX78732PRESIDENT, T000.00$0$0$0
JEFFREY R WARD
101 COLORADO STREET APT 2108AUSTINTX78701SECRETARY000.00$0$0$0
FRANCESCA R WARD
141 FORT MABRY LOOPGEORGETOWNTX786287199DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,615AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$37,918FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,533TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$61,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$923CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,610NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,031MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,031MinimumInvestmentReturnAmt
Distributable Before Adj$3,031DistributableBeforeAdjAmt
Distributable Before Ded$3,031DistributableBeforeDedAmt
Distributable As Adjusted$3,031DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$649ExpensesAndContributionsAmt
Qualifying Distributions$649QualifyingDistributionsAmt
Adjusted Qualifying Distri$649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,031DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$742,929ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$44,570ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$80,180ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$867,679TotalExcessDistributionCyovAmt
Qualifying Distributions$649QualifyingDistributionsAmt
Applied To Current Year$649AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,382ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,382ExcessDistributionCyovAppCYAmt
Total Corpus$865,297TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$865,297ExcessDistriCyovToNextYrAmt
Excess From Year4$740,547ExcessFromYear4Amt
Excess From Year3$44,570ExcessFromYear3Amt
Excess From Year2$80,180ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,298Amt
Net Investment Income$649NetInvestmentIncomeAmt
Disbursements Charitable Prps$649DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescVARIOUS ARTWORK, RUGS & JEWELRYDesc
BOY Book Value$38,045BOYBookValueAmt
EOY Book Value$37,790EOYBookValueAmt
EOYFMV$37,790EOYFMVAmt

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