THE WARD FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: THE WARD FOUNDATION (EIN 30-0854844)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-13
IRS object ID: 201631349349101158
Schema version: 2015v2.1
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
Gain Loss Sale Other Assets Sch
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-13T09:25:31-05:00	ReturnTs
Tax Period End	2015-12-31	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	181012108	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	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	2016-05-06	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT L BUCK	PreparerPersonNm
PTIN	P01068409	PTIN
Phone	6108218580	PhoneNum
Preparation	2016-05-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	Yes (X)	InitialReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,906,816	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$2,965,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1	InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$16,000	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$124,000	GrossSalesPriceAmt
Total Rev And Expnss	$2,949,001	TotalRevAndExpnssAmt
Total Net Invst Incm	$1	TotalNetInvstIncmAmt
Total Adj Net Incm	$1	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$4,384	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$4,384	LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$12,801	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$12,801	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$17,185	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$17,185	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$25,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$25,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$42,185	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$42,185	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,906,816	ExcessRevenueOverExpensesAmt
Net Investment Income	$1	NetInvestmentIncomeAmt
Adjusted Net Income	$1	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst EOY	$91,816	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$91,816	SavAndTempCashInvstEOYFMVAmt
Other Assets EOY	$2,815,000	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,815,000	OtherAssetsEOYFMVAmt
Total Assets EOY	$2,906,816	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,906,816	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted EOY	$2,906,816	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY	$2,906,816	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,906,816	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$2,906,816	ExcessRevenueOverExpensesAmt
Subtotal	$2,906,816	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$2,906,816	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

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	Yes (true)	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

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	0.25	$0	$0	$0
JEFFREY R WARD
2520 MATTHEWS DRIVE	AUSTIN	TX	78703	SECRETARY	0.25	$0	$0	$0
FRANCESCA R WARD
2101 RIO GRANDE APT 18006	AUSTIN	TX	78703	DIRECTOR	0.10	$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	$23,387	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$935,767	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$959,154	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$959,154	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$14,387	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$944,767	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$47,238	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$47,238	MinimumInvestmentReturnAmt
Distributable Before Adj	$47,238	DistributableBeforeAdjAmt
Distributable Before Ded	$47,238	DistributableBeforeDedAmt
Distributable As Adjusted	$47,238	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$42,185	ExpensesAndContributionsAmt
Qualifying Distributions	$42,185	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$42,185	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$47,238	DistributableAsAdjustedAmt
Qualifying Distributions	$42,185	QualifyingDistributionsAmt
Applied To Current Year	$42,185	AppliedToCurrentYearAmt
Undistributed Income CY	$5,053	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HILL COUNTRY CARES	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 291817	AddressLine1Txt
City	KERRVILLE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	780291817	ZIPCd

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(C)(3)	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	TO FURTHER THE CHARITY'S PURPOSE	GrantOrContributionPurposeTxt
Amt	$25,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$25,000	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	$1	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	5	ExclusionCd
Exclusion	-$16,000	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	-$16,000	ExclusionAmt
Related Or Exempt Function Incm	$1	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$15,999	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

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 Person	ADELE R WARD	ContributorPersonNm

Contributor US Address ContributorUSAddress

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)
Total Contributions	$2,965,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	ROCKWELL - A SCOUT IS REVERENT	$2,500,000	2015-09-01
1	ROCKWELL - MIGHTY PROUD - STUDY	$65,000	2015-09-01
1	ROCKWELL - ONE OF UNCLE SAM'S	$250,000	2015-09-01
1	ROCKWELL - SHUTTLE CAR	$75,000	2015-09-01
1	KOHLMEYER - MYTHIC POLE 1	$65,000	2015-10-30

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
AMER ILLUS GALLERY
ROCKWELL - MIGHTY PROUD - STUDY	2015-09	DONATION	2015-11	$64,000	$65,000	-$1,000
AMER ILLUS GALLERY
ROCKWELL - SHUTTLE CAR	2015-09	DONATION	2015-11	$60,000	$75,000	-$15,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	INDIRECT LEGAL FEES	CategoryTxt
Legal Fees	$4,384	LegalFeesAmt
Disbursements Charitable Prps	$4,384	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	VARIOUS ARTWORK	Desc
EOY Book Value	$2,815,000	EOYBookValueAmt
EOYFMV	$2,815,000	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
IRS APPLICATION FEE	$850	$850
INSURANCE - ARTWORK	$11,951	$11,951

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	ADELE R WARD	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1073 PINNACLE VIEW DRIVE E	AddressLine1Txt
City	KERRVILLE	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	78028	ZIPCd

THE WARD FOUNDATION: Form 990PF, tax year 2015

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

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

US Address USAddress

Comments