WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-05
- IRS object ID
- 201843099349100424
- Schema version
- 2017v2.2
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-05T11:00:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 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 | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW J GARAND | PreparerPersonNm |
| PTIN | P01445960 | PTIN |
| Phone | 5089266707 | PhoneNum |
| Preparation | 2018-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 192.168.85.1 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3290E0D3E89B2ECC9FFE5BF71D953308F407C397 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 938973F3A37979CAD83000C2EBF87C631FF99826 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,782,332 | 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 | $68,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $474,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,185,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $474,167 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $679,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $541,284 | 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 | $29,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,172 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,172 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | 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 | $44 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $44 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,709 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $199,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $446,793 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $309,194 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,062 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,096,211 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,803,633 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,931,759 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $793,186 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $668,689 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $677,511 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,198,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,645,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,782,332 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,198,591 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,645,384 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,198,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,645,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,198,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,645,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,198,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $446,793 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,645,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,645,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (71 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. ALPHABET INC CL C | 2012-05-02 | 2017-08-17 | $91,790 | $54,731 | $37,059 | $37,059 | |
| 4568.695 BBH LIMITED DURATION FUND CL I | 2015-06-22 | 2017-08-31 | $46,555 | $46,875 | -$320 | -$320 | |
| 3797.841 BBH LIMITED DURATION FUND CL I | 2015-06-22 | 2017-10-31 | $38,700 | $38,807 | -$107 | -$107 | |
| 3846.909 BBH LIMITED DURATION FUND CL I | 2016-06-24 | 2017-11-21 | $39,200 | $38,815 | $385 | $385 | |
| 70. BED BATH & BEYOND INC | 2014-01-23 | 2017-02-06 | $2,777 | $4,494 | -$1,717 | -$1,717 | |
| 240. BED BATH & BEYOND INC | 2012-12-12 | 2017-02-09 | $9,512 | $14,030 | -$4,518 | -$4,518 | |
| 150. BED BATH & BEYOND INC | 2012-12-12 | 2017-08-17 | $4,176 | $8,643 | -$4,467 | -$4,467 | |
| 213. BED BATH & BEYOND INC | 2013-01-08 | 2017-09-21 | $4,776 | $12,049 | -$7,273 | -$7,273 | |
| 177. BED BATH & BEYOND INC | 2012-12-20 | 2017-09-22 | $3,957 | $9,822 | -$5,865 | -$5,865 | |
| 300. BERKSHIRE HATHAWAY INC-CL B | 2009-06-19 | 2017-08-17 | $53,461 | $16,860 | $36,601 | $36,601 | |
| 175. CELANESE CORP COM STK | 2012-05-03 | 2017-08-17 | $17,076 | $8,229 | $8,847 | $8,847 | |
| 6386.823 DELAWARE US GROWTH FUND-INS | 2013-04-11 | 2017-03-22 | $153,731 | $132,080 | $21,651 | $21,651 | |
| 100. DENTSPLY SIRONA INC COM STK | 2009-06-19 | 2017-08-17 | $5,368 | $3,028 | $2,340 | $2,340 | |
| 50. DIAGEO PLC- SPONSORED ADR | 2009-06-19 | 2017-08-17 | $6,672 | $2,937 | $3,735 | $3,735 | |
| 75. DISCOVERY INC -C | 2015-08-18 | 2017-08-17 | $1,582 | $2,078 | -$496 | -$496 | |
| 3771.337 OAKMARK | 2009-06-19 | 2017-03-22 | $164,355 | $70,147 | $94,208 | $94,208 | |
| 75. LIBERTY INTERACTIVE CORP Q-A | 2009-06-19 | 2017-08-17 | $1,609 | $299 | $1,310 | $1,310 | |
| 140. MICROSOFT CORP | 2012-10-04 | 2017-04-03 | $9,177 | $4,199 | $4,978 | $4,978 | |
| 245. MICROSOFT CORP | 2012-10-04 | 2017-04-24 | $16,471 | $6,899 | $9,572 | $9,572 | |
| 115. MICROSOFT CORP | 2011-12-27 | 2017-06-01 | $8,018 | $3,009 | $5,009 | $5,009 | |
| 575. MICROSOFT CORP | 2009-06-19 | 2017-08-17 | $41,912 | $14,568 | $27,344 | $27,344 | |
| 225. MICROSOFT CORP | 2009-06-19 | 2017-11-01 | $18,716 | $5,452 | $13,264 | $13,264 | |
| 80. NESTLE S A SPONS ADR | 2009-06-19 | 2017-06-02 | $6,827 | $2,979 | $3,848 | $3,848 | |
| 60. NESTLE S A SPONS ADR | 2009-06-19 | 2017-06-07 | $5,182 | $2,234 | $2,948 | $2,948 | |
| 34. NESTLE S A SPONS ADR | 2009-06-19 | 2017-06-20 | $2,937 | $1,266 | $1,671 | $1,671 | |
| 31. NESTLE S A SPONS ADR | 2009-06-19 | 2017-06-26 | $2,736 | $1,154 | $1,582 | $1,582 | |
| 165. NESTLE S A SPONS ADR | 2009-06-19 | 2017-06-27 | $14,710 | $6,145 | $8,565 | $8,565 | |
| 225. NESTLE S A SPONS ADR | 2009-06-19 | 2017-08-17 | $18,936 | $8,379 | $10,557 | $10,557 | |
| 75. NOVARTIS AG - ADR | 2011-04-04 | 2017-08-17 | $6,276 | $4,094 | $2,182 | $2,182 | |
| 475. ORACLE CORP | 2014-09-15 | 2017-08-17 | $23,213 | $19,483 | $3,730 | $3,730 | |
| 165. PAYPAL HOLDINGS INC- COM STK | 2016-11-22 | 2017-06-02 | $8,793 | $6,582 | $2,211 | $2,211 | |
| 160. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-07-12 | $9,080 | $6,225 | $2,855 | $2,855 | |
| 75. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-08-17 | $4,473 | $2,914 | $1,559 | $1,559 | |
| 37. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-09-11 | $2,324 | $1,438 | $886 | $886 | |
| 88. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-09-18 | $5,526 | $3,419 | $2,107 | $2,107 | |
| 55. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-10-02 | $3,534 | $2,137 | $1,397 | $1,397 | |
| 25. PAYPAL HOLDINGS INC- COM STK | 2015-08-25 | 2017-10-03 | $1,606 | $840 | $766 | $766 | |
| 70. PAYPAL HOLDINGS INC- COM STK | 2016-11-14 | 2017-10-03 | $4,497 | $2,720 | $1,777 | $1,777 | |
| 125. PAYPAL HOLDINGS INC- COM STK | 2015-08-25 | 2017-10-11 | $8,481 | $4,200 | $4,281 | $4,281 | |
| 100. PAYPAL HOLDINGS INC- COM STK | 2015-08-24 | 2017-11-21 | $7,785 | $3,359 | $4,426 | $4,426 | |
| 25. PRAXAIR INC | 2013-02-13 | 2017-08-17 | $3,313 | $2,788 | $525 | $525 | |
| 57. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-02-01 | $2,108 | $880 | $1,228 | $1,228 | |
| 171. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-02-02 | $6,344 | $2,639 | $3,705 | $3,705 | |
| 102. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-02-03 | $3,789 | $1,574 | $2,215 | $2,215 | |
| 58. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-03-06 | $2,291 | $895 | $1,396 | $1,396 | |
| 78. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-03-09 | $3,068 | $1,204 | $1,864 | $1,864 | |
| 209. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-03-10 | $8,241 | $3,225 | $5,016 | $5,016 | |
| 320. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-04-06 | $12,550 | $4,938 | $7,612 | $7,612 | |
| 310. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-05-19 | $12,809 | $4,783 | $8,026 | $8,026 | |
| 72. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-05-22 | $2,991 | $1,111 | $1,880 | $1,880 | |
| 264. PROGRESSIVE CORP OHIO | 2009-06-19 | 2017-05-23 | $10,964 | $4,074 | $6,890 | $6,890 | |
| 450. QUALCOMM INC | 2012-10-18 | 2017-08-17 | $23,708 | $26,682 | -$2,974 | -$2,974 | |
| 25. HENRY SCHEIN INC COM STK | 2011-10-12 | 2017-08-17 | $4,259 | $1,603 | $2,656 | $2,656 | |
| 125. UNILEVER N V-NY SHARES | 2014-03-14 | 2017-08-17 | $7,335 | $4,813 | $2,522 | $2,522 | |
| 29. WALMART INC | 2015-09-22 | 2017-04-24 | $2,179 | $1,835 | $344 | $344 | |
| 66. WALMART INC | 2015-09-22 | 2017-04-25 | $4,951 | $4,177 | $774 | $774 | |
| 115. WALMART INC | 2009-06-19 | 2017-05-08 | $8,765 | $6,390 | $2,375 | $2,375 | |
| 55. WALMART INC | 2009-06-19 | 2017-06-05 | $4,378 | $2,667 | $1,711 | $1,711 | |
| 168. WALMART INC | 2009-06-19 | 2017-08-11 | $13,566 | $8,146 | $5,420 | $5,420 | |
| 64. WALMART INC | 2009-06-19 | 2017-08-14 | $5,167 | $3,103 | $2,064 | $2,064 | |
| 175. WASTE MANAGEMENT INC | 2009-06-19 | 2017-08-17 | $13,313 | $4,968 | $8,345 | $8,345 | |
| 300. WELLS FARGO & CO | 2011-01-24 | 2017-08-17 | $15,622 | $9,775 | $5,847 | $5,847 | |
| 105. ZOETIS INC COM STK | 2014-01-22 | 2017-02-10 | $5,863 | $3,309 | $2,554 | $2,554 | |
| 525. ZOETIS INC COM STK | 2014-01-22 | 2017-08-17 | $32,282 | $16,501 | $15,781 | $15,781 | |
| 26. ZOETIS INC COM STK | 2014-01-31 | 2017-10-04 | $1,658 | $790 | $868 | $868 | |
| 43. ZOETIS INC COM STK | 2014-01-31 | 2017-10-05 | $2,743 | $1,306 | $1,437 | $1,437 | |
| 49. ZOETIS INC COM STK | 2014-01-31 | 2017-10-06 | $3,124 | $1,489 | $1,635 | $1,635 | |
| 32. ZOETIS INC COM STK | 2014-02-03 | 2017-10-10 | $2,039 | $972 | $1,067 | $1,067 | |
| 150. ZOETIS INC COM STK | 2014-02-03 | 2017-11-08 | $10,312 | $4,557 | $5,755 | $5,755 | |
| 50. NIELSEN HOLDINGS PLC FOREIGN STK | 2016-12-19 | 2017-08-17 | $2,003 | $2,163 | -$160 | -$160 | |
| CAPITAL GAIN DIVIDENDS | $76,901 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $474,167 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $196,884 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,018,393 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,030,399 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,483 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,959,386 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042048 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $146,492 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,488,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $129,301 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,987,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043283 | DistributionYr5Rt |
| Total Distribution | 0.224201 | TotalDistributionRt |
| Average Distribution | 0.04484 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,470,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $200,455 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $205,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $199,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,192 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,192 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,192 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,187 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,387 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,195 | OverpaymentAmt |
| Applied To ES Tax | $4,195 | 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 4TH 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | $4,325,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,538,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,538,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $68,078 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,470,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,192 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,192 | TotalTaxAmt |
| Distributable Before Adj | $213,330 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,330 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,330 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $199,200 | 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 | $199,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $199,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,330 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,478 | 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 | $199,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,478 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,722 | 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 | $211,608 | 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 (95 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 |
|---|---|---|---|---|---|---|---|---|
| CHURCH OF THE HOLY SPIRIT | ||||||||
| 400 EAST WESTMINISTER ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAKE FOREST COUNTRY DAY SCHOOL | ||||||||
| 145 SOUTH GREEN BAY ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PECONIC LAND TRUST | ||||||||
| PO BOX 1776 | SOUTHAMPTON | NY | 11969 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90600 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $500 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROSPECT HOUSE | ||||||||
| 682 HAWTHORNE AVENUE | CINCINNATI | OH | 45205 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI ZOO & BOTANICAL GARDENS | ||||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CINCINNATI HISTORICAL SOCIETY | ||||||||
| 1301 WESTERN AVE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SOCIETY OF COLONIAL WARS STATE OF | ||||||||
| 4 STABLE ROAD | TUXEDO PARK | NY | 10987 | NONE | PC | GENERAL SUPPORT | $5,000 | OHIO |
| THE ANTIQUARIAN SOCIETY | ||||||||
| 185 SALISBURY STREET | WORCESTER | MA | 01609 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO BOTANICAL GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAKE FOREST GARDEN CLUB | ||||||||
| 465 WESTMINISTER ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CINCINNATI PRESERVATION ASSOCIATION | ||||||||
| 342 W 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $2,000 | |
| THE WOMAN'S BOARD OF RUSH | ||||||||
| 1725 W HARRISON ST SUITE 545 | CHICAGO | IL | 60612 | NONE | PC | GENERAL SUPPORT | $5,000 | UNIVERSITY MEDICAL CENTER |
| GORTON COMMUNITY CENTER | ||||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CONVENT OF THE SACRED HEART | ||||||||
| 1 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL | $500 | |
| CIVIC GARDEN OF GREATER CINCINNATI | ||||||||
| 2715 READING ROAD | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| STEPPING STONES CENTER | ||||||||
| 5650 GIVEN ROAD | CINCINATTI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WBEZ | ||||||||
| 848 EAST GRAND AVENUE | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 101 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN RED CROSS OF | ||||||||
| 75 REMITTANCE DR SUITE 1700 | CHICAGO | IL | 60675 | NONE | PC | GENERAL SUPPORT | $2,000 | GREATER CHICAGO |
| ROYAL OAK SOCIETY | ||||||||
| 1411 W WEBSTER RD | ROYAL OAK | MI | 48073 | NONE | PC | GENERAL | $3,000 | |
| AMAGANSETT FIRE DEPARTMENT | ||||||||
| 439 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| AMAGANSETT FREE LIBRARY | ||||||||
| 215 MAIN STREET | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LAKE FOREST COLLEGE | ||||||||
| 555 N SHERIDAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $500 | |
| CINCINNATI NATURE CENTER | ||||||||
| 4849 TEALTOWN RD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $250 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | PC | GENERAL SUPPORT | $500 | |
| US SQUASH | ||||||||
| 555 EIGHTH AVENUE SUITE 1102 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BEECHWOOD HOME | ||||||||
| 2140 POGUE AVE | CINCINNATI | OH | 45208 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| CINCINNATI PARKS FOUNDATION | ||||||||
| 950 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| THE TAFT MUSEUM OF ART | ||||||||
| 316 PIKE STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOYS & GIRLS CLUBS OF | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPORT | $3,000 | GREATER CINCINNATI |
| FIRST STEP HOME | ||||||||
| 2211 FULTON AVENUE | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| GROUP FOR THE EAST END | ||||||||
| PO BOX 1792 | SOUTHOLD | NY | 11971 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| INDIAN HILL HISTORICAL SOCIETY | ||||||||
| 8100 GIVEN ROAD | INDIAN HILL | OH | 45243 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| CAMBRIDGE PUBLIC LIBRARY | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $250 | |
| ANNE K TAYLOR FUND | ||||||||
| 2724 ARVIN ROAD | BILLINGS | MT | 59102 | NONE | PC | GENERAL SUPPORT | $750 | |
| GUILD HALL ANNUAL FUND | ||||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $500 | |
| OCEARCH | ||||||||
| 1790 BONAZA DRIVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| PO BOX 96735 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL SUPPORT | $2,000 | OF AMERICA |
| CARROLL SCHOOL CORP | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| CHARLES RIVER CONSERVANCY INC | ||||||||
| 41 THORNDIKE STREET S3-3 | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL SUPPORT | $250 | |
| FRIENDS OF DUMBARTON HOUSE | ||||||||
| 2715 Q STREET NW | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $500 | |
| LONGHOUSE RESERVE | ||||||||
| 133 HANDS CREEK ROAD | EAST HAMPTON | NY | 11930 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THOMAS MORAN TRUST | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSES | $1,000 | |
| POETRY FOUNDATION | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| WARBIRDS MUSEUM | ||||||||
| 140 BROADWAY | NEW YORK | NY | 10005 | NONE | PC | GENERAL PURPOSE | $750 | |
| TANDANA FOUNDATION | ||||||||
| 2933 LOWER BELLBROOK RD | SPRING VALLEY | OH | 45370 | NONE | PC | GENERAL PURPOSE | $500 | |
| EAST END CLASSIC BOAT SOCIETY | ||||||||
| 310 BLUFF RD | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| INDIAN HILL CHURCH | ||||||||
| 6000 DRAKE RD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| FRIENDSOF THE LITTLE MIAMI STATE PARK | ||||||||
| 9375 MASON MONTGOMERY | MASON | OH | 45040 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| SHELTERHOUSE VOLUNTEER GROUP | ||||||||
| PO BOX 643924 | CINCINNATI | OH | 45264 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| MERCHANTILE LIBRARY | ||||||||
| 414 WALNUT ST | CINCINNATI | OH | 45202 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ELAWA FARM FOUNDATION | ||||||||
| PO BOX 181 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| ORANGUTAN PROJECT | ||||||||
| 2641 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| LAKE FOREST HOSPITAL | ||||||||
| 660 N WESTMORELAND RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| BOTANIC GARDENS CONSERVATION | ||||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | GENERAL PURPOSE | $500 | |
| SALVATION ARMY | ||||||||
| 850 S GREEN BAY RD | WAUKEGAN | IL | 60045 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| INSTITUTE FOR ENTHOMEDICINE | ||||||||
| 3214 NORTH UNIVERSITY AVE 1 | PROVO | UT | 84604 | NONE | PC | GENERAL PRUPOSE | $1,000 | |
| THE CLIMATE REALTY PROJECT | ||||||||
| 750 9TH ST STE 520 | WASHINGTON DC | DC | 20001 | NONE | PC | GENERAL PURPOSE | $2,000 | |
| DANISH HOME | ||||||||
| PO BOX 334 | CROTON ON HUDSON | NY | 10520 | NONE | PC | GENERAL PURPOSE | $500 | |
| LEWA WILDLIFE CONSERVANCY | ||||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | NONE | PC | GENERAL PURPOSE | $250 | |
| SHADY HILL SCHOOL | ||||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MH | 02138 | NONE | PC | GENERAL PURPOSE | $1,750 | |
| AMERICAN CIVIL WAR MUSEUM | ||||||||
| 490 TREDEGAR ST | RICHMOND | VA | 23219 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| NORTH CHICAGO COMM PARTNER | ||||||||
| 855 SKOKIE HIGHWAY STE D | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL PURPOSE | $500 | |
| HIGHLAND PARK STRINGS | ||||||||
| 1601 OAKWOOD AVE STE 105 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL PURPOSE | $250 | |
| URSULINE SISTERS | ||||||||
| 353 S SAPPINGTON RD | LOUIS | MO | 63122 | NONE | PC | GENERAL PURPOSE | $250 | |
| WINDSOR FOUNDATION | ||||||||
| 38 WINDSOR ST | ROCHESTER | NY | 14605 | NONE | PC | GENERAL PURPOSE | $2,500 | |
| CARRY THE FUTURE | ||||||||
| 121 W LEXINGTON DRIVE | GLENDALE | CA | 91203 | NONE | PC | GENERAL PURPOSE | $1,000 | |
| BOWDOIN | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $500 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | SCHOLARSHIP | $250 | |
| THE ADVENT SCHOOL | ||||||||
| 15 BRIMMER ST | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $500 | |
| FOOD PROJECT | ||||||||
| 10 LEWIS STREET | LINCOLN | MA | 01733 | NONE | PC | GENERAL SUPPORT | $250 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| 170 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $500 | |
| LADIES VILLAGE IMPROVEMENT SOCIETY | ||||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $1,000 | LVIS |
| AMAGANSETT VILLAGE IMPROVEMENT | ||||||||
| PO BOX 611 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $1,000 | SOCIETY |
| NATIONAL RESOURCES DEFENSE | ||||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $3,000 | COUNCIL |
| METRO SQUASH NFP | ||||||||
| 6100 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $1,750 | |
| LAKE FOREST - LAKE BLUFF | ||||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | HISTORICAL SOCIETY |
| PAVE ACADEMY CHARTER SCHOOL | ||||||||
| 732 HENRY STREET | BROOKLYN | NY | 11231 | NONE | PC | GENERAL SUPPORT | $1,250 | |
| THE CHILDREN'S HOME OF | ||||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | NONE | PC | GENERAL SUPPORT | $3,000 | CINCINNATI |
| CAPE ELEUTHERA FUND | ||||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $500 | |
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WINDOW TO THE WORLD | ||||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PC | GENERAL SUPPORT | $1,000 | COMMUNICATIONS |
| LAKE FOREST PRESERVATION FDN | ||||||||
| 400 EAST ILLINOIS ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HISTORIC PRESERVATION FOUNDATION | ||||||||
| 120 EAST BELLEVUE PLACE | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $500 | OF THE FORTNIGHTLY |
| LAKE FOREST OPEN LANDS ASSN | ||||||||
| 350 NORTH WAUKEGAN ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| EDUCATION BURMA THAILAND MYANMAR | ||||||||
| PO BOX 813 | NICASIO | CA | 94946 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY OF VIRGINIA - DARDEN | ||||||||
| PO BOX 400894 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL SUPPORT | $2,000 | SCHOOL FOUNDATION |
| LEWIS AND CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 97219 | NONE | PC | GENERAL SUPPORT | $750 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,040 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $474,167 | 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 | $542,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,207 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| Short ExplanationShortExplanationTxt |
|---|
| JEANETTE BUNN |
| NO COMPENSATION |
| ANTHONY WOODWARD |
| NO COMPENSATION |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FD CL I | BondNm |
| EOY Book Value | $668,689 | EOYBookValueAmt |
| EOYFMV | $677,511 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE US GROWTH FD | ||
| OAKMARK FUND | ||
| VANGUARD INSTL INDEX FD | $67,650 | $194,340 |
| BED BATH & BEYOND INC | ||
| COMCAST CORP CL A | $42,812 | $100,045 |
| DISCOVERY COMMUNICATIONS | $58,009 | $46,574 |
| LIBERTY INTERACTIVE CORP | $7,006 | $43,004 |
| DIAGEO PLC-SPONS ADR | $24,849 | $61,771 |
| NESTLE S A SPONS ADR | $14,226 | $32,841 |
| UNILEVER N V-NY SHS | $26,833 | $39,424 |
| WAL-MART STORES INC | ||
| AKRE FOCUS FUND | $305,211 | $353,554 |
| KROGER CO COM STK | $28,391 | $36,838 |
| GQG PART EMERG MTS | $149,700 | $161,494 |
| SELECT REAL ESTATE | $77,900 | $77,899 |
| BERKSHIRE HATHAWAY CL B | $36,530 | $128,843 |
| PROGRESSIVE CORP OHIO | ||
| U S BANCORP | $28,317 | $64,403 |
| WELLS FARGO & CO | $49,295 | $97,072 |
| DENTSPLY SIRONA INC | $5,980 | $13,429 |
| NOVARTIS AG-ADR | $43,044 | $79,762 |
| HENRY SCHEIN INC | $16,638 | $27,952 |
| ZOETIS INC | $23,624 | $58,136 |
| 3M COMPANY | $38,417 | $141,222 |
| WASTE MANAGEMENT | $9,141 | $27,789 |
| ALPHABET INC CL C | $24,859 | $88,944 |
| MICROSOFT CORP | $8,846 | $30,965 |
| ORACLE CORP | $94,226 | $114,749 |
| PAYPAL HOLDINGS | $11,338 | $48,810 |
| QUALCOMM INC | $43,534 | $47,951 |
| CELANESE CORP | $18,563 | $47,651 |
| PRAXAIR INC | $34,090 | $50,271 |
| LONGLEAF PRTNRS SMALL CAP FD | $161,169 | $222,078 |
| BBH INTL EQUITY FD CL N | $777,474 | $870,095 |
| LIBERTY GLOBAL PLC | $44,464 | $49,068 |
| PERRIGO CO PLC | $51,611 | $46,543 |
| NIELSEN HLDGS PLC | $45,451 | $40,040 |
| FLEETCOR TECH INC | $51,427 | $72,546 |
| ALPS SER- CLARKSTON FOUNDERS | $350,562 | $384,414 |
| SABRE CORP COM STK | $32,446 | $31,242 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NONALLOCABLE EXPENSES - | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $29,493 | Amt |
| Net Investment Income | $29,493 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE INCOME TAXES - PRINCIPAL | $200 | $0 | $200 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,800 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,036 | $2,036 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $136 | $136 | $0 |