THE WARD FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE WARD FOUNDATION (EIN 30-0854844)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-04-30
IRS object ID: 202031219349100503
Schema version: 2019v5.0
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
Other Assets Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-04-30T08:46:19-05:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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	1073 PINNACLE VIEW E	AddressLine1Txt
City	KERRVILLE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	780287301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ADELE R WARD	PersonNm
Person Title	PRESIDENT, TREASURER	PersonTitleTxt
Phone	7136513770	PhoneNum
Signature	2020-04-21	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT L BUCK	PreparerPersonNm
PTIN	P01068409	PTIN
Phone	6108218580	PhoneNum
Preparation	2020-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	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	$62,179	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	$55	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$55	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$55	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$55	TotalRevAndExpnssAmt
Total Net Invst Incm	$55	TotalNetInvstIncmAmt
Total Adj Net Incm	$55	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$1,299	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,143	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$156	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$74	TaxesRevAndExpnssAmt
Taxes Adj Net Incm	$74	TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$1,373	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$1,143	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$74	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$156	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,373	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$1,143	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$74	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$156	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,318	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$19,497	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$24,134	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$24,134	SavAndTempCashInvstEOYFMVAmt
Other Assets BOY	$44,000	OtherAssetsBOYAmt
Other Assets EOY	$38,045	OtherAssetsEOYAmt
Other Assets EOYFMV	$38,045	OtherAssetsEOYFMVAmt
Total Assets BOY	$63,497	TotalAssetsBOYAmt
Total Assets EOY	$62,179	TotalAssetsEOYAmt
Total Assets EOYFMV	$62,179	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$63,497	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$62,179	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$63,497	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$62,179	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$63,497	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$62,179	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$63,497	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,318	ExcessRevenueOverExpensesAmt
Subtotal	$62,179	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$62,179	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$85,076	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$100,889	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.843263	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$51,054	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$134,449	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.379728	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$845,089	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$2,104,190	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.401622	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$42,185	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$944,767	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.044651	DistributionYr4Rt
Total Distribution	1.669264	TotalDistributionRt
Average Distribution	0.417316	AverageDistributionRt
Net Vl Noncharitable Assets	$61,895	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$25,830	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$25,830	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$156	QualifyingDistributionsAmt

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	false	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
1073 PINNACLE VIEW DRIVE E	KERRVILLE	TX	78028	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	$21,815	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$41,023	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$62,838	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$62,838	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$943	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$61,895	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,095	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,095	MinimumInvestmentReturnAmt
Distributable Before Adj	$3,095	DistributableBeforeAdjAmt
Distributable Before Ded	$3,095	DistributableBeforeDedAmt
Distributable As Adjusted	$3,095	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$156	ExpensesAndContributionsAmt
Qualifying Distributions	$156	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$156	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,095	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$745,868	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$44,570	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$80,180	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$870,618	TotalExcessDistributionCyovAmt
Qualifying Distributions	$156	QualifyingDistributionsAmt
Applied To Current Year	$156	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$2,939	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$2,939	ExcessDistributionCyovAppCYAmt
Total Corpus	$867,679	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$867,679	ExcessDistriCyovToNextYrAmt
Excess From Year3	$742,929	ExcessFromYear3Amt
Excess From Year2	$44,570	ExcessFromYear2Amt
Excess From Year1	$80,180	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$55	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	$55	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$55	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$1,299	Amt
Net Investment Income	$1,143	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$156	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	VARIOUS ARTWORK, RUGS & JEWELRY	Desc
BOY Book Value	$44,000	BOYBookValueAmt
EOY Book Value	$38,045	EOYBookValueAmt
EOYFMV	$38,045	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	NET INVESTMENT TAX	CategoryTxt
Amt	$74	Amt
Adjusted Net Income	$74	AdjustedNetIncomeAmt

THE WARD FOUNDATION: Form 990PF, tax year 2019

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

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

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 (3 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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