WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-08
- IRS object ID
- 202401299349100040
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-08T09:01:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367015446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2124938000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BBH TR CO 140 BROADWAY 4TH FLO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100051101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANETTE BUNN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2124938000 | PhoneNum |
| Signature | 2024-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2024-04-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,097,365 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $137,295 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $98,064 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $98,064 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $335,525 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,374 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $342,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,438 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,443 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,943 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,912 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,912 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,128 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $329,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $547,221 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $547,221 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,706,590 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,530,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,672,984 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $906,041 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $906,041 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $877,160 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,942,219 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,983,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,097,365 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,942,219 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,983,828 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,942,219 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,983,828 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,942,219 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,983,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,942,219 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,004 | OtherIncreasesAmt |
| Subtotal | $4,983,828 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,983,828 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 18. ADOBE INC | 2022-05-10 | 2023-06-16 | $8,933 | $7,088 | $1,845 | $1,845 | |
| 5. ADOBE INC | 2022-05-10 | 2023-09-13 | $2,754 | $1,969 | $785 | $785 | |
| 77. ALPHABET INC CL C | 2012-01-23 | 2023-01-30 | $7,543 | $1,121 | $6,422 | $6,422 | |
| 59. ALPHABET INC CL C | 2012-01-23 | 2023-05-25 | $7,362 | $859 | $6,503 | $6,503 | |
| 2. BOOKING HOLDINGS INC COM STK | 2023-05-03 | $5,324 | $4,215 | $1,109 | $1,109 | ||
| 3. CELANESE CORP COM STK | 2022-11-02 | 2023-05-11 | $305 | $289 | $16 | $16 | |
| 59. CELANESE CORP COM STK | 2023-05-11 | $5,991 | $8,956 | -$2,965 | -$2,965 | ||
| 9. CELANESE CORP COM STK | 2022-11-02 | 2023-05-12 | $909 | $867 | $42 | $42 | |
| 24. CELANESE CORP COM STK | 2023-05-12 | $2,425 | $1,059 | $1,366 | $1,366 | ||
| 15. CELANESE CORP COM STK | 2012-05-14 | 2023-06-29 | $1,713 | $661 | $1,052 | $1,052 | |
| 18. CELANESE CORP COM STK | 2023-07-03 | $2,116 | $761 | $1,355 | $1,355 | ||
| 41. CELANESE CORP COM STK | 2012-05-18 | 2023-07-07 | $4,800 | $1,640 | $3,160 | $3,160 | |
| 34. CELANESE CORP COM STK | 2023-07-10 | $3,963 | $1,359 | $2,604 | $2,604 | ||
| 28. CELANESE CORP COM STK | 2023-07-11 | $3,317 | $1,087 | $2,230 | $2,230 | ||
| 24. CELANESE CORP COM STK | 2012-07-26 | 2023-07-12 | $2,926 | $889 | $2,037 | $2,037 | |
| 13. CELANESE CORP COM STK | 2023-07-14 | $1,557 | $481 | $1,076 | $1,076 | ||
| 15. CELANESE CORP COM STK | 2012-07-25 | 2023-07-17 | $1,811 | $554 | $1,257 | $1,257 | |
| 17. CELANESE CORP COM STK | 2012-07-25 | 2023-07-18 | $2,090 | $628 | $1,462 | $1,462 | |
| 18. CELANESE CORP COM STK | 2012-07-25 | 2023-07-20 | $2,194 | $665 | $1,529 | $1,529 | |
| 11. CELANESE CORP COM STK | 2012-07-25 | 2023-07-21 | $1,329 | $407 | $922 | $922 | |
| 16. CELANESE CORP COM STK | 2012-07-25 | 2023-07-24 | $1,944 | $591 | $1,353 | $1,353 | |
| 74. COPART INC COM STK | 2018-10-10 | 2023-03-30 | $5,447 | $1,868 | $3,579 | $3,579 | |
| 66. COPART INC COM STK | 2023-05-24 | $5,712 | $1,666 | $4,046 | $4,046 | ||
| 61. COPART INC COM STK | 2018-12-04 | 2023-08-09 | $5,335 | $1,533 | $3,802 | $3,802 | |
| 165. COPART INC COM STK | 2018-12-04 | 2023-11-13 | $8,000 | $2,074 | $5,926 | $5,926 | |
| 62. COPART INC COM STK | 2023-11-14 | $3,081 | $761 | $2,320 | $2,320 | ||
| 16. COSTCO WHOLESALE CORP | 2023-10-25 | $8,799 | $4,446 | $4,353 | $4,353 | ||
| 15. COSTCO WHOLESALE CORP | 2019-01-02 | 2023-12-19 | $10,146 | $3,062 | $7,084 | $7,084 | |
| 84. DOLLAR GENERAL CORP COM STK | 2023-08-29 | $13,014 | $9,993 | $3,021 | $3,021 | ||
| 63. DOLLAR GENERAL CORP COM STK | 2023-08-30 | $9,813 | $6,158 | $3,655 | $3,655 | ||
| 14. ARTHUR J GALLAGHER & CO | 2019-07-30 | 2023-01-09 | $2,681 | $1,285 | $1,396 | $1,396 | |
| 28. ARTHUR J GALLAGHER & CO | 2019-07-30 | 2023-04-19 | $5,744 | $2,569 | $3,175 | $3,175 | |
| 37. ARTHUR J GALLAGHER & CO | 2023-10-25 | $8,548 | $3,380 | $5,168 | $5,168 | ||
| 67. GRACO INC COMMON STOCK | 2021-01-28 | 2023-06-28 | $5,694 | $4,749 | $945 | $945 | |
| 3. GRACO INC COMMON STOCK | 2022-08-15 | 2023-06-29 | $257 | $211 | $46 | $46 | |
| 16. GRACO INC COMMON STOCK | 2021-01-28 | 2023-06-29 | $1,372 | $1,134 | $238 | $238 | |
| 23. GRACO INC COMMON STOCK | 2023-07-05 | $1,941 | $1,619 | $322 | $322 | ||
| 35. GRACO INC COMMON STOCK | 2022-08-19 | 2023-07-06 | $2,908 | $2,462 | $446 | $446 | |
| 18. GRACO INC COMMON STOCK | 2022-08-19 | 2023-07-07 | $1,506 | $1,266 | $240 | $240 | |
| 26. GRACO INC COMMON STOCK | 2020-12-16 | 2023-07-07 | $2,175 | $1,825 | $350 | $350 | |
| 22. GRACO INC COMMON STOCK | 2020-12-16 | 2023-07-10 | $1,868 | $1,544 | $324 | $324 | |
| 49. GRACO INC COMMON STOCK | 2023-07-11 | $4,182 | $3,423 | $759 | $759 | ||
| 23. GRACO INC COMMON STOCK | 2020-12-11 | 2023-07-12 | $1,979 | $1,604 | $375 | $375 | |
| 23. GRACO INC COMMON STOCK | 2023-07-14 | $1,982 | $1,602 | $380 | $380 | ||
| 22. GRACO INC COMMON STOCK | 2021-01-29 | 2023-07-17 | $1,923 | $1,530 | $393 | $393 | |
| 25. GRACO INC COMMON STOCK | 2021-01-29 | 2023-07-18 | $2,187 | $1,739 | $448 | $448 | |
| 16. GRACO INC COMMON STOCK | 2023-07-19 | $1,397 | $1,096 | $301 | $301 | ||
| 23. GRACO INC COMMON STOCK | 2020-12-10 | 2023-07-20 | $1,998 | $1,570 | $428 | $428 | |
| 31. GRACO INC COMMON STOCK | 2020-12-10 | 2023-07-21 | $2,679 | $2,117 | $562 | $562 | |
| 38. GRACO INC COMMON STOCK | 2023-07-24 | $3,280 | $2,580 | $700 | $700 | ||
| 32. GRACO INC COMMON STOCK | 2020-12-09 | 2023-07-25 | $2,767 | $2,172 | $595 | $595 | |
| 17. KLA CORPORATION | 2022-01-28 | 2023-01-11 | $7,076 | $6,086 | $990 | $990 | |
| 10. KLA CORPORATION | 2023-05-03 | 2023-11-28 | $5,472 | $3,832 | $1,640 | $1,640 | |
| 2. KLA CORPORATION | 2023-11-28 | $1,094 | $670 | $424 | $424 | ||
| 25. MASTERCARD INCORPORATED | 2021-11-16 | 2023-01-10 | $9,242 | $9,218 | $24 | $24 | |
| 25. MASTERCARD INCORPORATED | 2023-05-03 | $9,428 | $8,290 | $1,138 | $1,138 | ||
| 37. PROGRESSIVE CORP OHIO | 2020-05-26 | 2023-01-09 | $4,891 | $2,745 | $2,146 | $2,146 | |
| 24. PROGRESSIVE CORP OHIO | 2020-05-26 | 2023-03-30 | $3,428 | $1,780 | $1,648 | $1,648 | |
| 277. SIGNATURE BANK COM STK | 2023-03-28 | $48 | $57,583 | -$57,535 | -$57,535 | ||
| 39. AO SMITH CORP COM STK | 2019-12-10 | 2023-06-29 | $2,821 | $1,765 | $1,056 | $1,056 | |
| 38. AO SMITH CORP COM STK | 2023-07-05 | $2,701 | $1,716 | $985 | $985 | ||
| 25. AO SMITH CORP COM STK | 2019-08-07 | 2023-07-06 | $1,758 | $1,127 | $631 | $631 | |
| 47. AO SMITH CORP COM STK | 2019-08-07 | 2023-07-07 | $3,334 | $2,118 | $1,216 | $1,216 | |
| 61. AO SMITH CORP COM STK | 2019-08-07 | 2023-07-10 | $4,399 | $2,749 | $1,650 | $1,650 | |
| 57. AO SMITH CORP COM STK | 2023-07-11 | $4,172 | $2,552 | $1,620 | $1,620 | ||
| 23. AO SMITH CORP COM STK | 2019-08-14 | 2023-07-12 | $1,692 | $1,029 | $663 | $663 | |
| 29. AO SMITH CORP COM STK | 2023-07-14 | $2,150 | $1,292 | $858 | $858 | ||
| 23. AO SMITH CORP COM STK | 2019-08-06 | 2023-07-17 | $1,727 | $1,022 | $705 | $705 | |
| 31. AO SMITH CORP COM STK | 2023-07-18 | $2,360 | $1,370 | $990 | $990 | ||
| 34. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-20 | $2,595 | $1,476 | $1,119 | $1,119 | |
| 40. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-21 | $3,040 | $1,737 | $1,303 | $1,303 | |
| 39. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-24 | $2,942 | $1,693 | $1,249 | $1,249 | |
| 40. AO SMITH CORP COM STK | 2019-08-05 | 2023-07-25 | $3,012 | $1,737 | $1,275 | $1,275 | |
| 14. ALCON INC COM STK | 2022-09-30 | 2023-08-02 | $1,151 | $821 | $330 | $330 | |
| 15. ALCON INC COM STK | 2022-09-30 | 2023-08-03 | $1,232 | $880 | $352 | $352 | |
| 3. ALCON INC COM STK | 2022-09-30 | 2023-08-04 | $246 | $176 | $70 | $70 | |
| 11. ALCON INC COM STK | 2023-08-04 | $902 | $613 | $289 | $289 | ||
| 17. ALCON INC COM STK | 2019-12-04 | 2023-08-07 | $1,394 | $945 | $449 | $449 | |
| 14. ALCON INC COM STK | 2019-12-04 | 2023-08-09 | $1,145 | $778 | $367 | $367 | |
| 21. ALCON INC COM STK | 2019-12-04 | 2023-08-10 | $1,721 | $1,167 | $554 | $554 | |
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P | |||||
| CAPITAL GAIN DIVIDENDS | $48,631 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,374 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,524 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,524 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,111 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TR CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124938000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 7TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JEANETTE BUNN | ||||||
| 3805 EDWARDS RD | CINCINNATI | OH | 45209 | TRUSTEE | 1 | $0 |
| ANTHONY WOODWARD | ||||||
| 3805 EDWARDS RD | CINCINNATI | OH | 45209 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,322,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $447,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,769,946 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,769,946 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,683,397 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,635 | TotalTaxAmt |
| Distributable Before Adj | $281,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $286,855 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $248,823 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $286,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $248,823 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,032 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $248,503 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $500 | |
| NORMAN BIRD SANCTUARY | ||||||||
| 583 THIRD BEACH RD | MIDDLETOWN | RI | 02842 | NONE | PC | GENERAL SUPPORT | $100 | |
| PENNY'S FLIGHT FOUNDATION | ||||||||
| 65 DUCK POND RD | GLEN COVE | NY | 11542 | NONE | PC | GENERAL OPERATING | $1,475 | |
| CIVIC GARDEN CENTER OF GREATER | ||||||||
| 2715 READING RD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $4,000 | CINCINNATI |
| RUNWAY FOR RECOVERY | ||||||||
| 14 INN ST | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSE | $750 | |
| PLANNED PARENTHOOD OF SOUTH FL | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $750 | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE HT40 FOUNDATION | ||||||||
| 170 RIDGE ACRES RD | DARIEN | CT | 06820 | NONE | PC | GENERAL PURPOSE | $1,350 | |
| STREETSQUASH | ||||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | NONE | PC | GENERAL PURPOSE | $125 | |
| NORTH CHICAGO COMM PARTNER | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| CLEAN OCEAN ACCESS | ||||||||
| 985 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | NONE | PC | GENERAL PURPOSE | $100 | |
| AQUIDNECK LAND TRUST | ||||||||
| 790 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | NONE | PC | GENERAL PURPOSE | $200 | |
| ZUMIX | ||||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL PURPOSE | $150 | |
| ST LEONARD'S MINISTRIES | ||||||||
| 2100 W WARREN BLVD | CHICAGO | IL | 60612 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| THE BANNER LAKE CLUB INC | ||||||||
| PO BOX 1875 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL PURPOSE | $7,500 | |
| LADD INC | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | NONE | PC | GENERAL PURPOSE | $2,412 | |
| SHEDD AQUARIUM | ||||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | GENERAL PURPOSE | $500 | |
| GUARDIANS OF MARTIN COUNTY | ||||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| JUPITER MEDICAL CENTER FDN | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSE | $1,100 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| CENTER FOR ADDICTION TREATMENT | ||||||||
| 830 EZZARD CHARLES DRIVE | CINCINNATI | OH | 45214 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| FOOD FOR FREE COMMITTEES INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| HOBE SOUND NATURE CENTER | ||||||||
| PO BOX 214 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL PURPOSE | $500 | |
| GARDEN CLUB OF EAST HAMPTON INC | ||||||||
| PO BOX 879 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL | $500 | |
| THE CONVERSATION US | ||||||||
| 303 WYMAN ST SUITE 300 | WALTHAM | MA | 02451 | NONE | PC | GENERAL | $750 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $10,000 | |
| ORANGUTAN OUTREACH | ||||||||
| PO BOX 833 | HUDSON | NY | 12534 | NONE | PC | GENERAL | $2,500 | |
| 1000 FRIENDS OF FLORIDA | ||||||||
| 308 N MONROE ST | TALLAHASSEE | FL | 32301 | NONE | PC | GENERAL | $1,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| PO BOX 270032 | ROCHESTER | NY | 14627 | NONE | PC | GENERAL | $5,000 | CHRISTINE M BURNS CARES CENTER |
| UNCOMMON ORG INC | ||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $1,000 | |
| THE CHICAGO COMMUNITY TRUST | ||||||||
| 33 S STATE ST STE 750 | CHICAGO | IL | 60603 | NONE | PC | GENERAL OPERATING | $500 | |
| HOBE SOUND EARLY LEARNING CENTER | ||||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $1,000 | |
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | PC | GENERAL OPERATING | $2,500 | |
| ALLIANCE FOR THE GREAT LAKES | ||||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL | $500 | |
| CRADLES TO CRAYONS CHICAGO | ||||||||
| PO BOX 10693 | CHICAGO | IL | 60674 | NONE | PC | GENERAL | $500 | |
| LINCOLN PARK CONSERVANCY | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $500 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $1,000 | |
| SCAN-HARBOR | ||||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $500 | |
| PLANNED PARENTHOOD OF IL | ||||||||
| 17 N STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL | $1,000 | |
| AMBER WAVES FARM | ||||||||
| 367 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $1,500 | |
| ST ANDREWS SCHOOL OF DELAWARE INC | ||||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | NONE | PC | GENERAL | $250 | |
| BOWDOIN | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $500 | |
| INDIAN HILL HISTORICAL SOCIETY | ||||||||
| 8100 GIVEN ROAD | INDIAN HILL | OH | 45243 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| INDIAN HILL CHURCH | ||||||||
| 6000 DRAKE ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | SCHOLARSHIP | $750 | |
| CARROLL SCHOOL CORP | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $1,100 | |
| PECONIC LAND TRUST | ||||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL SUPPORT | $15,100 | |
| AMAGANSETT FREE LIBRARY | ||||||||
| 215 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| AMAGANSETT VILLAGE IMPROVEMENT | ||||||||
| PO BOX 611 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $1,000 | SOCIETY |
| CONVENT OF THE SACRED HEART | ||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $3,050 | |
| NATIONAL RESOUCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $2,500 | |
| GROUP FOR THE EAST END | ||||||||
| PO BOX 1792 | SOUTHOLD | NY | 11971 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| US SQUASH | ||||||||
| 555 EIGHTH AVENUE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL SUPPORT | $250 | |
| SQUASH AND EDUCATION ALLIANCE | ||||||||
| 555 EIGHTH AVE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL PURPOSE | $250 | |
| ANNE K TAYLOR FUND | ||||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $13,250 | |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,125 | |
| FRIEND OF THE LITTLE MIAMI STATE PARK | ||||||||
| 9375 MASON MONTGOMERY | MASON | OH | 45040 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BOYS AND GIRLS CLUB OF GREATER | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPORT | $2,000 | CINCINNATI |
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVENUE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CINCINNATI ZOO AND BOTANICAL GARDENS | ||||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| MERCHANTILE LIBRARY | ||||||||
| 414 WALNUT ST STE 1100 | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $2,000 | ANNUAL FUND |
| STEPPING STONES CENTER FOR | ||||||||
| 5650 GIVEN ROAD | CINCINATTI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $4,000 | HANDICAPPED |
| PROSPECT HOUSE INC | ||||||||
| 682 HAWTHORNE AVENUE | CINCINNATI | OH | 45205 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| CINCINNATI CHILDREN'S HOSPITAL | ||||||||
| 3333 BURNET AVE MLC 9002 | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| RONALD MCDONALD HOUSE OF | ||||||||
| 350 ERKENBRECHER AVENUE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $3,000 | GREATER CINCINNATI |
| CINCINNATI HISTORICAL SOCIETY | ||||||||
| 1301 WESTERN AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FIRST STEP HOME | ||||||||
| 2203 FULTON STREET | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CINCINNATI PARKS FOUNDATION | ||||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| CAP ELEUTHERA FOUNDATION | ||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | NONE | PC | GENERAL SUPPORT | $500 | |
| CINCINNATI OBSERVATORY | ||||||||
| 3489 OBSERVATORY PLACE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CARDINAL LAND CONSERVANCY | ||||||||
| 790 GARFIELD AVE | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| CINCINNATI PRESERVATION ASSOCIATION | ||||||||
| 342 WEST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOCIETY OF COLONIAL WARS STATE OF OHIO | ||||||||
| 8430 SHAWNEE RUN ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI NATURE CENTER | ||||||||
| 4949 TEALTOWN ROAD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| WINDOW TO THE WORLD | ||||||||
| 5400 NORTH SAINT LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL | $500 | COMMUNICATIONS INC |
| WBEZ CHICAGO PUBLIC MEDIA INC | ||||||||
| 848 EAST GRAND AVENUE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $500 | |
| LAKE FOREST OPEN LANDS | ||||||||
| 350 NORTH WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE ROYAL OAK FOUNDATION | ||||||||
| 35 WEST 35TH STREET SUITE 1200 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CITY SQUASH INC | ||||||||
| PO BOX 619 | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $125 | |
| FRIENDS OF LEO J MARTIN SKIING | ||||||||
| 16 STERLING ROAD | WELLESLEY | MA | 02482 | NONE | PC | GENERAL SUPPORT | $150 | |
| CAMBRIDGE PUBLIC LIBRARY FUND | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $750 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| PO BOX 400894 | CHARLOTTESVILLE | VA | 229043015 | NONE | PC | GENERAL SUPPORT | $1,000 | DARDEN SCHOOL FOUNDATION |
| OCEARCH | ||||||||
| 1790 BONAZA DRIVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LEWIS AND CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 972197899 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,912 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $98,064 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,374 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $205,438 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $205,438 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODWARD CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $137,295 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FD CL I | $554,781 | $564,716 |
| BBH INCOME FD | $351,260 | $312,444 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAGEO PLC-SPONS ADR | $9,399 | $23,306 |
| NESTLE S A SPONS ADR | $7,522 | $23,357 |
| AKRE FOCUS FUND | $500,211 | $878,850 |
| GQG PART EMERG MTS | $208,991 | $264,269 |
| BERKSHIRE HATHAWAY CL B | $14,500 | $92,018 |
| PROGRESSIVE CORP OHIO | $25,637 | $55,748 |
| ZOETIS INC | $8,384 | $57,040 |
| AMAZON COM INC | $46,012 | $45,278 |
| WASTE MANAGEMENT | $18,176 | $56,596 |
| ALPHABET INC CL C | $8,968 | $87,940 |
| MICROSOFT CORP | $66,235 | $83,481 |
| ORACLE CORP | $17,906 | $50,185 |
| CELANESE CORP | ||
| BBH INTL EQUITY FD CL N | $961,290 | $1,043,239 |
| COPART INC COM STK | $6,460 | $26,607 |
| KLA-TENCOR CORP | $14,093 | $56,967 |
| LINDE PLC COM STK | $31,220 | $78,446 |
| BOOKING HOLDINGS | $26,707 | $53,208 |
| COSTCO | $12,044 | $38,945 |
| ARTHUR J GALLAGHER | $20,586 | $51,722 |
| ALCON INC | $29,517 | $51,403 |
| AO SMITH CORP | ||
| MASTERCARD INC | $43,172 | $72,933 |
| DOLLAR GENERAL CORP COM STK | ||
| NIKE INC CL B | $28,372 | $37,782 |
| THERMO FISHER SCIENTIFIC INC | $38,483 | $45,648 |
| GRACO INC COMMON STOCK | ||
| S&P GLOBAL INC | $32,398 | $41,409 |
| ABBOTT LABS | $45,403 | $41,496 |
| CLARKSTON FOUNDERS FD - FOUNDE | $165,000 | $165,636 |
| BBH PARTNERS FD - SMALL CAP | $590,000 | $465,150 |
| SIGNATURE BANK COM STK | ||
| ADOBE INC | $24,414 | $36,989 |
| TEXAS INSTRUMENTS INC | $33,383 | $33,922 |
| CLARKSTON SERIES TRUST | $470,612 | $588,143 |
| UNITEDHEALTH GROUP INC | $25,471 | $25,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $200 | $200 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $7 | $7 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RECOVERY OF PRIOR YEAR GRANTS | $5,000 |
| ROUNDING | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MNGMNT FEES | CategoryTxt |
| Amt | $40,658 | Amt |
| Net Investment Income | $13,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,443 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,800 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $570 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,347 | $2,347 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $134 | $134 | $0 |