WARD FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WARD FOUNDATION (EIN 25-1877478)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201501339349101235
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T08:32:33-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWLETT & LEWIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CHARLES ST PO BOX 878 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251877478 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ward Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 5707231451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Charles Street PO Box 878 | AddressLine1Txt |
| City | Wellsboro | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 169010878 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS M OWLETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5707231451 | PhoneNum |
| Signature | 2015-04-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL B ALLEN | PreparerPersonNm |
| Phone | 5707231472 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,203,396 | 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 |
| Dividends Rev And Expnss | $101,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,965 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $588,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $22,043 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,043 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $124,008 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $712,706 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,755 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,817 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,938 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $24,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,183 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,696 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,696 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,938 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $677,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $142,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $350,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $350,492 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,169,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,702,792 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,947,709 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $893,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $737,608 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $761,492 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $294,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,818 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,703 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,499,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,916,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,203,396 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,499,639 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,916,710 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,499,639 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,916,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,499,639 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,916,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,499,639 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $588,698 | OtherIncreasesAmt |
| Subtotal | $3,916,711 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,916,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Short Term Capital Gain/Losses (See Attached) | P | 2014-12-31 | 2014-12-31 | $326,049 | $0 | $327,586 | -$1,537 | $0 | $0 | $0 | -$1,537 |
| Long Term Capital Gain/Losses (See Attached) | P | 2013-12-31 | 2014-12-31 | $2,489,229 | $0 | $1,898,994 | $590,235 | $0 | $0 | $0 | $590,235 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $588,698 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,537 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $203,038 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,170,799 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048681 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,060 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,934,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046526 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $197,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,007,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049315 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,348 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,814,841 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $149,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,564,606 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041871 | DistributionYr5Rt |
| Total Distribution | 0.235241 | TotalDistributionRt |
| Average Distribution | 0.047048 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,362,308 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $205,238 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,770 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,008 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $259,938 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,770 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,770 | SubtotalAmt |
| Tax Based On Investment Income | $6,770 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,477 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,477 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,477 | OriginalReturnTaxPaidAmt |
| Tax Due | $4,293 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS M OWLETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5707231451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 878 | AddressLine1Txt |
| City | WELLSBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 169010878 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA A WARD-MCGUIRE | ||||||||
| 2113 Woodford Road | Vienna | VA | 22182 | Trustee | 1.00 | $3,500 | $0 | $0 |
| MARJORIE A WARD-RESNIKOFF | ||||||||
| 61 Westbourne Terrace | Brookline | MA | 02446 | Trustee | 1.00 | $3,500 | $0 | $0 |
| KATHRYN A WARD-O'MALLEY | ||||||||
| 7980 Chicago Ave River | Forest | IL | 60302 | Trustee | 1.00 | $3,500 | $0 | $0 |
| JOSEPH P WARD | ||||||||
| 6804 Persimmon Road | Bethesda | MD | 20817 | Trustee | 1.00 | $3,500 | $0 | $0 |
| THOMAS M OWLETT | ||||||||
| PO Box 878 | Wellsboro | PA | 16901 | Trustee | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The purpose of the foundation is to provide financial support toqualified charitable organizations to meet community needs. In 2014,thirty-two charitable organizations qualified for grant distributions. | Description1Txt |
| Expenses1 | $235,000 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,259,674 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,428,739 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,428,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,362,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,770 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,770 | TotalTaxAmt |
| Distributable Before Adj | $211,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $211,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $211,345 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,938 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $259,938 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,770 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $253,168 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $211,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,073 | UndistributedIncomePYAmt |
| Qualifying Distributions | $259,938 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,073 | AppliedToYear1Amt |
| Applied To Current Year | $211,345 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,520 | RemainingDistriFromCorpusAmt |
| Total Corpus | $40,520 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $40,520 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $40,520 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE S WARD | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| WOMEN OF MEANS | ||||||
| 148 Linden Street Suite 208 | Welleslely | MA | 02482 | PUBLIC | PURCHASE MEDICAL SUPPLIES | $5,000 |
| Hepzibah House | ||||||
| 946 Boulevard | Oak Park | IL | 60301 | PUBLIC | programsFurther current | $5,000 |
| St Luke Parish | ||||||
| 528 Lathrop Ave | River Forest | IL | 60305 | RELIGIOUS | programsFurther current | $2,500 |
| Father Cyril Guise | ||||||
| 1525 Carmel Road | Holy Hill Hubertus | WI | 53033 | RELIGIOUS | programsFurther current | $2,000 |
| Community Council for the Homeless | ||||||
| 4713 Wisconsin Ave N | Washington | DC | 20016 | PUBLIC | programsFurther current | $2,000 |
| Archbishop's Appeal | ||||||
| PO Box 29260 | Washington | DC | 20017 | PUBLIC | programsFurther current | $1,500 |
| So Other's Might Eat (SOME) | ||||||
| 71 O Street NW | Washington | DC | 20005 | PUBLIC | programsFurther current | $2,000 |
| Father John Enzler | ||||||
| 5841 Chey Chase Pkwy NW | Washington | DC | 20015 | RELIGIOUS | in the churchFurther programs | $2,000 |
| Centro Tepeyac | ||||||
| 1315 Apple Ave | Silver Springs | MD | 20910 | RELIGIOUS | programsFurther related | $2,000 |
| Our Lady of Mercy Catholic School | ||||||
| 9222 Kentsdale Dr | Potomac | MD | 20854 | Public | Further Programs | $5,000 |
| Children's Clinic | ||||||
| 320 Lake Street | Oak Park | IL | 60301 | Public | Further Program | $5,000 |
| Sacopee Valley Health Center | ||||||
| PO Box 777 | Parsonfield | ME | 04047 | Public | Further Program | $5,000 |
| Caring Unlimited Corp | ||||||
| PO Box 590 | Sanford | ME | 04073 | Public | Further Program | $5,000 |
| Oak Park River Forest Food Pantry | ||||||
| 848 Lake Street | Oak Park | IL | 603011314 | Public | Further Program | $5,000 |
| Barrett Township Volunteer Fire Department | ||||||
| Pennsylvania 191 | Mountainhome | PA | 18342 | Public | Further Program | $22,500 |
| Bloss Area Swim Association | ||||||
| Granger Street | Blossburg | PA | 16901 | Public | Further Program | $2,800 |
| Blossburg Memorial Library | ||||||
| Main Street | Blossburg | PA | 16901 | Public | Further Program | $3,175 |
| Luke McGuire Legacy Fund Cure Search | ||||||
| 460 East-West Highway Suite 600 | Bethesda | MD | 20814 | Public | Further Program | $61,525 |
| Luke's Learning Fund | ||||||
| c/o Marshall High School | Falls Church | VA | 22043 | Public | Scholarships | $10,000 |
| Camp Sunshine | ||||||
| 35 Acadia Road | Casco | ME | 04015 | Public | Further Program | $10,000 |
| Camp Ta-Kum-Ta | ||||||
| PO Box 459 | South Hero | VT | 05486 | Public | Further Program | $10,000 |
| Camp Can Do | ||||||
| 87 Old Min Road | Lebanano | PA | 17042 | Public | Further Program | $10,000 |
| Joey Pizzano Memorial Fund | ||||||
| 1019 Cameron St | Alexandria | VA | 22314 | Public | Further Program | $15,000 |
| Marshall High School Boosters | ||||||
| 7731 Leesburg Place | Falls Church | VA | 22043 | Public | Further Program | $5,000 |
| St Martin's Catholic Church | ||||||
| 1908 North Capital St NW | Washington | DC | 20002 | Public | Further Program | $1,000 |
| Potomac Community Resources | ||||||
| 9200 Kentsdale Dr | Potomac | MD | 20854 | Public | Further Program | $1,000 |
| Mercy Health Clinic | ||||||
| 7 Metropolitan Court Ste 1 | Gaithersburg | MD | 20878 | Public | Further Program | $1,500 |
| Illinois Spina Bifida Assoc | ||||||
| 2211 N Oak Park Ave | Chicago | IL | 60707 | Public | Further Program | $2,500 |
| Cambridge Housing Asst Fd | ||||||
| Homestead Inc 105 Chauncy St Ste 50 | Boston | MA | 02111 | Public | Further Program | $5,000 |
| Alternative House | ||||||
| 2100 Gallows Road | Vienna | VA | 22182 | Public | Further Progam | $10,000 |
| Cancer Can Rock | ||||||
| PO Box | Vienna | VA | 22182 | Public | Further Program | $5,000 |
| Camp One Step at a Time | ||||||
| 213 West Institute Place Suite 306 | Chicago | IL | 60610 | Public | Further Program | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $101,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,965 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Northern Trust - See Attached | BondNm |
| EOY Book Value | $737,608 | EOYBookValueAmt |
| EOYFMV | $761,492 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Northern Trust - See Attached | StockNm |
| EOY Book Value | $2,702,792 | EOYBookValueAmt |
| EOYFMV | $2,947,709 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Northern Trust - Real Estate Funds - See Attached | $71,117 | $93,340 |
| Northern Trust - Commodities - See Attached | $54,701 | $50,363 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Owlett & Lewis, PC Administration | $8,035 | $8,035 | |
| Owlett & Lewis, PC 990PF Prep | $2,903 | $2,903 | |
| Owlett & Lewis, PC Investment & Accounting | $8,817 | $8,817 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain Dividends | Desc |
| Revenue And Expenses Per Books | $22,043 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22,043 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital gains | Desc |
| Amt | $588,698 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Northern Trust Investment Management | $6,720 | $6,720 |
| Northern Trust Trustee Fees | $17,463 | $17,463 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $900 | $900 |
| Foreign Tax | $1,796 | $1,796 |
Comments