WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202501229349101405
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-02T08:01:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-18 | 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 | 2025-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,554,943 | 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 | $105,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $843,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,813 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $319,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,663 | 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 | $46,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,882 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,537 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,015 | 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 | $206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $206 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $52,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,103 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,751 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,103 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $286,537 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $547,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,877 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $3,530,566 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,356,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,720,860 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $906,041 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,306,322 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,498,206 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,983,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,999,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,554,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,983,828 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,999,037 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,983,828 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,999,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,983,828 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,999,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,983,828 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $4,999,037 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,999,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. ADVANCED DRAINAGE SYSTEM INC COM | 2024-05-16 | 2024-07-18 | $169 | $181 | -$12 | -$12 | |
| 60645.363 BBH PARTNER FUND - SMALL CAP EQUITY CLAS | 2021-07-08 | 2024-05-15 | $459,085 | $590,000 | -$130,915 | -$130,915 | |
| 6294.964 BBH SELECT SERIES - MID CAP FUND CLASS I | 2024-05-08 | 2024-05-15 | $72,140 | $70,000 | $2,140 | $2,140 | |
| 60. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2024-04-04 | $25,205 | $3,372 | $21,833 | $21,833 | |
| 13. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2024-08-29 | $6,071 | $731 | $5,340 | $5,340 | |
| 6. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2024-09-30 | $2,741 | $337 | $2,404 | $2,404 | |
| 14. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2024-10-31 | $6,358 | $787 | $5,571 | $5,571 | |
| 15. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2024-11-15 | $7,040 | $843 | $6,197 | $6,197 | |
| 6. BOOKING HOLDINGS INC COM STK | 2019-08-05 | 2024-11-15 | $29,802 | $10,882 | $18,920 | $18,920 | |
| 26. BRIGHT HORIZONS FAMILY SOLUT COM STK | 2024-05-16 | 2024-08-20 | $3,470 | $2,991 | $479 | $479 | |
| 68. BROWN & BROWN INC | 2024-05-16 | 2024-08-19 | $6,957 | $6,088 | $869 | $869 | |
| 59. BROWN & BROWN INC | 2024-05-16 | 2024-10-01 | $6,206 | $5,282 | $924 | $924 | |
| 132. COPART INC COM STK | 2019-01-17 | 2024-05-08 | $7,291 | $1,617 | $5,674 | $5,674 | |
| 50. COPART INC COM STK | 2018-12-20 | 2024-05-09 | $2,766 | $594 | $2,172 | $2,172 | |
| 53. COPART INC COM STK | 2018-12-20 | 2024-05-10 | $2,907 | $624 | $2,283 | $2,283 | |
| 63. COPART INC COM STK | 2018-12-20 | 2024-05-13 | $3,431 | $742 | $2,689 | $2,689 | |
| 62. COPART INC COM STK | 2018-12-20 | 2024-05-14 | $3,350 | $730 | $2,620 | $2,620 | |
| 63. COPART INC COM STK | 2018-12-20 | 2024-05-15 | $3,467 | $742 | $2,725 | $2,725 | |
| 61. COPART INC COM STK | 2018-12-20 | 2024-05-16 | $3,332 | $718 | $2,614 | $2,614 | |
| 59. COPART INC COM STK | 2018-12-20 | 2024-05-17 | $3,184 | $695 | $2,489 | $2,489 | |
| 70. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2024-07-19 | $8,996 | $4,112 | $4,884 | $4,884 | |
| 23. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2024-07-22 | $2,977 | $1,351 | $1,626 | $1,626 | |
| 22. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2024-07-23 | $2,827 | $1,292 | $1,535 | $1,535 | |
| 23. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2024-07-24 | $2,972 | $1,351 | $1,621 | $1,621 | |
| 22. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2024-07-30 | $2,741 | $1,292 | $1,449 | $1,449 | |
| 18. ASPEN TECHNOLOGY, INC. COM STK | 2024-05-16 | 2024-11-05 | $4,341 | $3,992 | $349 | $349 | |
| 12. ASPEN TECHNOLOGY, INC. COM STK | 2024-05-16 | 2024-11-05 | $2,887 | $2,662 | $225 | $225 | |
| 24. ASPEN TECHNOLOGY, INC. COM STK | 2024-05-16 | 2024-11-19 | $5,918 | $5,323 | $595 | $595 | |
| 46. GUIDEWIRE SOFTWARE INC COM STK | 2024-05-16 | 2024-08-19 | $6,804 | $5,677 | $1,127 | $1,127 | |
| 14. GUIDEWIRE SOFTWARE INC COM STK | 2024-05-16 | 2024-09-06 | $2,261 | $1,728 | $533 | $533 | |
| 23. GUIDEWIRE SOFTWARE INC COM STK | 2024-05-16 | 2024-09-20 | $4,001 | $2,839 | $1,162 | $1,162 | |
| 16. GUIDEWIRE SOFTWARE INC COM STK | 2024-05-16 | 2024-10-08 | $2,931 | $1,975 | $956 | $956 | |
| 30. HEICO CORP CL A | 2024-05-16 | 2024-11-15 | $6,266 | $5,129 | $1,137 | $1,137 | |
| 88. NESTLE S A SPONS ADR | 2009-06-19 | 2024-07-19 | $9,244 | $3,277 | $5,967 | $5,967 | |
| 27. NESTLE S A SPONS ADR | 2009-06-19 | 2024-07-22 | $2,864 | $1,005 | $1,859 | $1,859 | |
| 28. NESTLE S A SPONS ADR | 2009-06-19 | 2024-07-23 | $2,948 | $1,043 | $1,905 | $1,905 | |
| 28. NESTLE S A SPONS ADR | 2009-06-19 | 2024-07-24 | $2,947 | $1,043 | $1,904 | $1,904 | |
| 31. NESTLE S A SPONS ADR | 2009-06-19 | 2024-07-25 | $3,113 | $1,154 | $1,959 | $1,959 | |
| 95. PROGRESSIVE CORP OHIO | 2020-05-21 | 2024-08-09 | $20,955 | $7,042 | $13,913 | $13,913 | |
| 13. PROGRESSIVE CORP OHIO | 2020-05-21 | 2024-08-12 | $2,901 | $963 | $1,938 | $1,938 | |
| 13. PROGRESSIVE CORP OHIO | 2020-05-21 | 2024-08-22 | $3,107 | $963 | $2,144 | $2,144 | |
| 25. PROGRESSIVE CORP OHIO | 2020-05-13 | 2024-10-31 | $6,119 | $1,821 | $4,298 | $4,298 | |
| 38. PROGRESSIVE CORP OHIO | 2020-05-13 | 2024-11-15 | $9,701 | $2,766 | $6,935 | $6,935 | |
| 22. TAKE-TWO INTERACTIVE SOFTWRE COM STOCK | 2024-05-16 | 2024-08-19 | $3,306 | $3,278 | $28 | $28 | |
| 11. WATSCO INC COM STK | 2024-05-16 | 2024-09-19 | $5,500 | $5,293 | $207 | $207 | |
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P | |||||
| CAPITAL GAIN DIVIDENDS | $59,541 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,315 | 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 | $6,118,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $397,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,515,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,515,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,417,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $320,891 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $320,891 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,315 | TotalTaxAmt |
| Distributable Before Adj | $318,576 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $318,576 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $318,576 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $286,537 | 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 | $286,537 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $248,503 | 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 | $286,537 | QualifyingDistributionsAmt |
| Applied To Year1 | $248,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,034 | 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 | $280,542 | 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 (86 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 |
|---|---|---|---|---|---|---|---|---|
| AMBER WAVES FARM | ||||||||
| 367 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $1,750 | |
| AQUIDNECK LAND TRUST | ||||||||
| 790 AQUIDNECK AVE | MIDDLETOWN | RI | 02842 | NONE | PC | GENERAL PURPOSE | $250 | |
| BOWDOIN COLLEGE | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $500 | |
| CENTER FOR ADDICTION TREATMENT | ||||||||
| 830 EZZARD CHARLES DRIVE | CINCINNATI | OH | 45214 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| CIVIC GARDEN CENTER OF GREATER | ||||||||
| 2715 READING RD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $3,000 | CINCINNATI |
| DARDEN SCHOOL FOUNDATION UNIV OF VA | ||||||||
| PO BOX 400321 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FOOD FOR FREE COMMITTEES INC | ||||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL PURPOSE | $500 | |
| GARDEN CLUB OF EAST HAMPTON INC | ||||||||
| PO BOX 879 | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL | $500 | |
| GUARDIANS OF MARTIN COUNTY | ||||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| HOBE SOUND EARLY LEARNING CENTER | ||||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $1,000 | |
| HOBE SOUND COMMUNITY CHEST | ||||||||
| 11450 SE DIXIE HWY | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL | $10,000 | |
| 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 | $3,000 | |
| ISABELLA STEWART GARDNER MUSEUM | ||||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | NONE | PC | GENERAL PURPOSE | $500 | |
| JUPITER ISLAND MEDICAL CLINIC | ||||||||
| 100 ESTRADA SQUARE | HOBE SOUND | FL | 33455 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| JUPITER ISLAND ARTS COUNCIL | ||||||||
| PO BOX 4 | HOBE SOUND | FL | 33475 | NONE | PC | GENERAL SUPPOR | $2,500 | |
| JUPITER MEDICAL CENTER FDN | ||||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| LADD INC | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| LAKE FOREST PRESERVATION FOUNDATION | ||||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11930 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DR U-HALL 4900 | LOS ANGELES | CA | 90045 | NONE | PC | GENERAL SUPPORT | $500 | |
| MAYFIELD EDUCATION AND RESEARCH FUND | ||||||||
| 3825 EDWARDS RD STE 300 | CINCINNATI | OH | 45209 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NORTH CHICAGO COMM PARTNER | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| 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 | |
| PENNY'S FLIGHT FOUNDATION | ||||||||
| 65 DUCK POND RD | GLEN COVE | NY | 11542 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PLANNED PARENTHOOD OF SOUTH FL | ||||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| RUNWAY FOR RECOVERY | ||||||||
| 14 INN ST | NEWBURYPORT | MA | 01950 | NONE | PC | GENERAL PURPOSE | $500 | |
| SCAN-HARBOR | ||||||||
| 345 EAST 102ND ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL | $500 | |
| STEPPINGSTONE FOUNDATION INC | ||||||||
| ONE APPLETON ST 4TH FL | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $500 | |
| ST GEORGE'S SCHOOL | ||||||||
| PO BOX 1910 | NEWPORT | RI | 028400190 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| TEACH FOR AMERICA | ||||||||
| 1391 SPEER BLVD STE 710 | DENVER | CO | 80204 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| 350ORG | ||||||||
| PO BOX 843004 | BOSTON | MA | 022843004 | NONE | PC | GENERAL OPERATING | $2,500 | |
| THE BOWERY MISSION | ||||||||
| 90 LAFAYETTE ST FL 6 | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $500 | |
| THE CHILDREN'S ROOM | ||||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | NONE | EXEMPT | GENERAL PURPOSE | $1,500 | |
| THE CONVERSATION US | ||||||||
| 303 WYMAN ST SUITE 300 | WALTHAM | MA | 02451 | NONE | PC | GENERAL | $1,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSE | $3,000 | |
| THE HT40 FOUNDATION | ||||||||
| 170 RIDGE ACRES RD | DARIEN | CT | 06820 | NONE | PC | GENERAL PURPOSE | $1,500 | |
| UNCOMMON ORG INC | ||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL | $1,000 | |
| UNIVERSITY OF ROCHESTER | ||||||||
| PO BOX 270032 | ROCHESTER | NY | 14627 | NONE | PC | GENERAL | $5,000 | CHRISTINE M BURNS CARES CENTER |
| ZUMIX | ||||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL PURPOSE | $250 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | SCHOLARSHIP | $500 | |
| CARROLL SCHOOL CORP | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $1,250 | |
| FRIENDS OF GRACE CHURCH SCHOOL | ||||||||
| 254 HICKS STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| PECONIC LAND TRUST | ||||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| AMAGANSETT FREE LIBRARY | ||||||||
| 215 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| 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 | $1,500 | |
| 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 | $1,000 | |
| US SQUASH | ||||||||
| 555 EIGHTH AVENUE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL SUPPORT | $500 | |
| SQUASH AND EDUCATION ALLIANCE | ||||||||
| 555 EIGHTH AVE SUITE 1102 | NEW YORK | NY | 100184311 | NONE | PC | GENERAL PURPOSE | $500 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $7,250 | |
| LAKE FOREST-LAKE BLUFF | ||||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | HISTORICAL SOCIETY |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FRIEND OF THE LITTLE MIAMI STATE PARK | ||||||||
| 9375 MASON MONTGOMERY | MASON | OH | 45040 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| 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 | $3,000 | |
| 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 | $2,000 | |
| CINCINNATI PLAYHOUSE IN THE PARK | ||||||||
| 962 MT ADAMS CIRCLE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $2,000 | ANNUAL FUND |
| STEPPING STONES CENTER FOR HANDICAPPED | ||||||||
| 5650 GIVEN ROAD | CINCINATTI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| 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 | $4,000 | |
| RONALD MCDONALD HOUSE OF GREATER | ||||||||
| 350 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $3,000 | 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 | $2,000 | |
| CAP ELEUTHERA FOUNDATION | ||||||||
| PO BOX 842484 | BOSTON | MA | 02284 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $10,000 | |
| 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 GARDEN CLUB | ||||||||
| PO BOX 497 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | |
| CAMBRIDGE PUBLIC LIBRARY FUND | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $500 | |
| 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 | $252,500 | 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 | $105,850 | 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 | $76,813 | 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 | $182,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,663 | 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 (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FD CL I | $554,781 | $574,073 |
| BBH INCOME FD | $421,260 | $376,749 |
| BBH PARTNER FUND INTERNATIONAL | $961,290 | $1,116,024 |
| GQG PART EMERG MKTS EQ-INST | $208,991 | $275,948 |
| GQG PART QLTY EQTY-INST | $160,000 | $155,412 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAGEO PLC-SPONS ADR | ||
| NESTLE S A SPONS ADR | ||
| AKRE FOCUS FUND | $500,211 | $994,649 |
| GQG PART EMERG MTS | ||
| BERKSHIRE HATHAWAY CL B | $8,430 | $67,992 |
| PROGRESSIVE CORP OHIO | $12,082 | $39,775 |
| ZOETIS INC | $8,384 | $47,087 |
| AMAZON COM INC | $46,012 | $65,378 |
| WASTE MANAGEMENT | $18,176 | $63,766 |
| ALPHABET INC CL C | $8,968 | $118,835 |
| MICROSOFT CORP | $66,235 | $93,573 |
| ORACLE CORP | $17,906 | $79,321 |
| BBH INTL EQUITY FD CL N | ||
| COPART INC COM STK | ||
| KLA-TENCOR CORP | $14,093 | $61,752 |
| LINDE PLC COM STK | $31,220 | $79,966 |
| BOOKING HOLDINGS | $15,824 | $44,716 |
| COSTCO | $12,044 | $54,060 |
| ARTHUR J GALLAGHER | $20,586 | $65,286 |
| ALCON INC | $29,517 | $55,858 |
| MASTERCARD INC | $43,172 | $90,043 |
| NIKE INC CL B | $28,372 | $26,333 |
| THERMO FISHER SCIENTIFIC INC | $38,483 | $44,740 |
| S&P GLOBAL INC | $32,398 | $46,815 |
| ABBOTT LABS | $45,403 | $42,642 |
| CLARKSTON FOUNDERS FD - FOUNDE | $165,000 | $174,353 |
| BBH PARTNERS FD - SMALL CAP | ||
| ADOBE INC | $35,281 | $36,464 |
| TEXAS INSTRUMENTS INC | $33,383 | $37,314 |
| CLARKSTON SERIES TRUST | $470,612 | $608,684 |
| UNITEDHEALTH GROUP INC | $25,471 | $24,281 |
| OTIS WORLDWIDE CORPORATION COM | $18,162 | $17,411 |
| APPLIED MATERIALS INC | $23,370 | $20,817 |
| AUTOMATIC DATA PROCESSING INC | $25,531 | $29,566 |
| CADENCE DESIGN SYS INC | $11,668 | $13,220 |
| ADVANCED DRAINAGE SYSTEM INC C | $29,816 | $19,074 |
| APTARGROUP INC COM | $21,969 | $23,408 |
| ARISTA NETWORKS INC COM SHS | $20,276 | $27,411 |
| BRIGHT HORIZONS FAMILY SOLUT C | $13,576 | $13,080 |
| BROWN & BROWN INC | $22,202 | $25,301 |
| BRUKER CORP COM STK | $27,379 | $21,045 |
| CBRE GROUP INC CL A | $18,941 | $26,521 |
| DARLING INGREDIENTS INC COM | $21,087 | $16,575 |
| ASPEN TECHNOLOGY INC COM STK | $7,541 | $8,487 |
| ENTEGRIS INC COM STK | $34,660 | $25,657 |
| GFL ENCIRONMENTAL COM STK | $20,981 | $26,501 |
| GXO LOGISTICS INCORPORATED COM | $22,821 | $19,314 |
| GUIDEWIRE SOFTWARE INC COM STK | $22,957 | $31,356 |
| HEICO CORP CL A | $15,045 | $16,375 |
| LPL FINANCIAL HOLDINGS INC COM | $22,262 | $27,427 |
| MISTER CAR WASH INC COM | $10,675 | $10,060 |
| NVR INC COM STK | $7,798 | $8,179 |
| SHIFT4 PAYMENTS INC CL A | $19,505 | $28,228 |
| TAKE-TWO INTERACTIVE SOFTWARE | $17,135 | $21,169 |
| TORO CO COM STK | $15,315 | $13,937 |
| VULCAN MATERIALS CO | $19,735 | $18,778 |
| WATSCO INC COM STK | $30,314 | $29,855 |
| WEST PHARMACEUTICAL SVCS INC | $11,550 | $13,102 |
| WILLSCOT MOBILE MINI HOLDINGS | $11,747 | $10,905 |
| WYNDHAM HOTELS & RESORTS INC C | $17,345 | $24,895 |
| ZEBRA TECHNOLOGIES CORP COM | $20,738 | $24,718 |
| ICON PLC COM STK | $26,676 | $19,503 |
| GLOBANT SA COM STK | $20,798 | $25,302 |
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 | $6 | $6 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $46,419 | Amt |
| Net Investment Income | $12,882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,537 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $1,111 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,015 | $3,015 | $0 |