WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201733149349100203
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T07:00:15-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-10-24 | 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 | 2017-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.49.205.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8EF82A289B035A2FA4156474E4F6D371FA1C2D79 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C9ED4FBDC53B3446E319A91F280DC5352C94BC34 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,180,240 | 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 | $73,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,095,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,630 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $650 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $352,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $214,932 | 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 | $19,613 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,613 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,959 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $198,316 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $198,316 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,088 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $198,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $131,789 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $244,855 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $309,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $309,194 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,132,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,096,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,072,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $689,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $793,186 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $798,693 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,066,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,198,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,180,240 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,066,805 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,198,591 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,066,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,198,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,066,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,198,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,066,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $131,789 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,198,594 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,198,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 15843.784 AIT GLOBAL EMERGING MARKETS OPPORTUNITY | 2014-03-06 | 2016-03-09 | $131,979 | $142,753 | -$10,774 | -$10,774 | |
| 19561.321 AIT GLOBAL EMERGING MARKETS OPPORTUNITY | 2014-03-06 | 2016-03-11 | $162,656 | $176,248 | -$13,592 | -$13,592 | |
| 34516.765 BBH LIMITED DURATION FUND CL I | 2011-12-07 | 2016-12-05 | $350,000 | $355,913 | -$5,913 | -$5,913 | |
| 355. BAXALTA INC COM STK | 2015-07-14 | 2016-02-04 | $13,948 | $11,008 | $2,940 | $2,940 | |
| 500. BAXALTA INC COM STK | 2010-04-22 | 2016-02-17 | $19,854 | $11,549 | $8,305 | $8,305 | |
| 20. BAXALTA INC COM STK | 2015-07-14 | 2016-02-17 | $794 | $604 | $190 | $190 | |
| 27. BAXALTA INC COM STK | 2010-04-27 | 2016-03-02 | $1,073 | $590 | $483 | $483 | |
| 12. BAXALTA INC COM STK | 2010-04-27 | 2016-03-07 | $477 | $262 | $215 | $215 | |
| 11. BAXALTA INC COM STK | 2010-04-27 | 2016-03-10 | $438 | $240 | $198 | $198 | |
| 125. BAXALTA INC COM STK | 2010-04-27 | 2016-04-06 | $5,103 | $2,668 | $2,435 | $2,435 | |
| 175. BAXALTA INC COM STK | 2010-05-25 | 2016-05-02 | $7,360 | $3,347 | $4,013 | $4,013 | |
| 102. BAXALTA INC COM STK | 2010-06-23 | 2016-05-25 | $4,635 | $1,947 | $2,688 | $2,688 | |
| 51. CALIFORNIA RESOURCES CORP COM STK | 2010-09-09 | 2016-03-29 | $50 | $67 | -$17 | -$17 | |
| .49 CALIFORNIA RESOURCES CORP COM STK | 2012-12-07 | 2016-04-11 | $1 | $1 | |||
| 94. CHUBB CORP | 2004-04-02 | 2016-01-13 | $12,161 | $3,329 | $8,832 | $8,832 | |
| 123. CHUBB CORP | 2004-04-02 | 2016-01-14 | $15,972 | $4,357 | $11,615 | $11,615 | |
| 734. COMCAST CORP CL A | 2009-06-19 | 2016-07-06 | $47,745 | $10,290 | $37,455 | $37,455 | |
| 366. COMCAST CORP CL A | 2009-06-19 | 2016-07-07 | $23,890 | $5,131 | $18,759 | $18,759 | |
| 122. EOG RESOURCES INC | 2009-10-20 | 2016-11-09 | $11,415 | $10,175 | $1,240 | $1,240 | |
| 108. EOG RESOURCES INC | 2009-10-20 | 2016-11-10 | $10,057 | $5,074 | $4,983 | $4,983 | |
| 570. EOG RESOURCES INC | 2009-10-20 | 2016-11-15 | $53,508 | $25,594 | $27,914 | $27,914 | |
| 463. EBAY INC | 2009-06-19 | 2016-08-01 | $14,455 | $3,278 | $11,177 | $11,177 | |
| 235. MICROSOFT CORP | 2012-10-04 | 2016-12-22 | $14,933 | $6,076 | $8,857 | $8,857 | |
| 175. NESTLE S A SPONS ADR | 2009-06-19 | 2016-07-15 | $13,852 | $6,517 | $7,335 | $7,335 | |
| 182. OCCIDENTAL PETROLEUM CORP | 2010-09-09 | 2016-11-09 | $12,151 | $13,775 | -$1,624 | -$1,624 | |
| 218. OCCIDENTAL PETROLEUM CORP | 2010-09-09 | 2016-11-10 | $14,428 | $16,499 | -$2,071 | -$2,071 | |
| 150. OCCIDENTAL PETROLEUM CORP | 2010-09-09 | 2016-11-14 | $9,864 | $10,945 | -$1,081 | -$1,081 | |
| 139. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-07-28 | $4,537 | $2,145 | $2,392 | $2,392 | |
| 99. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-07-29 | $3,224 | $1,528 | $1,696 | $1,696 | |
| 90. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-08-01 | $2,925 | $1,389 | $1,536 | $1,536 | |
| 122. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-08-02 | $3,963 | $1,882 | $2,081 | $2,081 | |
| 87. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-12-22 | $3,099 | $1,342 | $1,757 | $1,757 | |
| 88. PROGRESSIVE CORP OHIO | 2009-06-19 | 2016-12-23 | $3,128 | $1,358 | $1,770 | $1,770 | |
| 116. QUALCOMM INC | 2015-02-02 | 2016-09-30 | $7,952 | $7,361 | $591 | $591 | |
| 146. SCHLUMBERGER LTD | 2013-05-13 | 2016-11-09 | $11,641 | $11,636 | $5 | $5 | |
| 264. SCHLUMBERGER LTD | 2013-04-02 | 2016-11-10 | $21,116 | $19,739 | $1,377 | $1,377 | |
| 19. SCHLUMBERGER LTD | 2013-05-13 | 2016-11-11 | $1,500 | $1,462 | $38 | $38 | |
| 196. SCHLUMBERGER LTD | 2013-04-03 | 2016-11-14 | $15,434 | $14,341 | $1,093 | $1,093 | |
| 440. SOUTHWSTN ENERGY CO | 2010-07-28 | 2016-03-01 | $2,475 | $17,046 | -$14,571 | -$14,571 | |
| 1235. SOUTHWSTN ENERGY CO | 2010-07-28 | 2016-03-02 | $7,115 | $41,435 | -$34,320 | -$34,320 | |
| 56. WASTE MANAGEMENT INC | 2009-06-19 | 2016-07-28 | $3,715 | $1,590 | $2,125 | $2,125 | |
| 44. WASTE MANAGEMENT INC | 2009-06-19 | 2016-07-29 | $2,909 | $1,249 | $1,660 | $1,660 | |
| CAPITAL GAIN DIVIDENDS | $47,838 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,630 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $192,967 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,030,399 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,483 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,959,386 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042048 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,492 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,488,247 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,987,341 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $112,854 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,668,490 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042291 | DistributionYr5Rt |
| Total Distribution | 0.217496 | TotalDistributionRt |
| Average Distribution | 0.043499 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,018,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,932 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $198,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,319 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,319 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $387 | OverpaymentAmt |
| Applied To ES Tax | $387 | 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 | $3,514,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $565,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,079,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,079,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,194 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,018,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,932 | TotalTaxAmt |
| Distributable Before Adj | $198,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $198,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $198,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $198,816 | 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 | $198,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,932 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,884 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $197,306 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| 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 | $198,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $197,306 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,510 | 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 | $197,478 | 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 (80 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 |
|---|---|---|---|---|---|---|---|---|
| ALLENDALE SHELTER CLUB | ||||||||
| 736 N WESTERN AVENUE 216 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHURCH OF THE HOLY SPIRIT | ||||||||
| 400 EAST WESTMINISTER ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $6,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90600 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $14,000 | |
| 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 | $2,000 | |
| 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 | $3,000 | OHIO |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| PO BOX 103 | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE INDIAN HILL CHURCH | ||||||||
| 6000 DRAKE ROAD | CINCINNATI | OH | 45243 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JEFFERSON SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 400807 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 WEST 36TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| 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 | $1,000 | |
| CINCINNATI PRESERVATION ASSOCIATION | ||||||||
| 342 W 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| THE WOMAN'S BOARD OF RUSH | ||||||||
| 1725 W HARRISON ST SUITE 545 | CHICAGO | IL | 60612 | NONE | PC | GENERAL SUPPORT | $5,000 | UNIVERSITY MEDICAL CENTER |
| THE ROYAL OAK FOUNDATION | ||||||||
| 35 W 35TH ST SUITE 1200 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GORTON COMMUNITY CENTER | ||||||||
| 400 E ILLINOIS ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $6,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 350 ERKENBRECHER AVE | CINCINNATI | OH | 45229 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $3,000 | |
| 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 | |
| FOREST PARK PROJECT | ||||||||
| PO BOX 868 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $1,000 | |
| CINCINNATI NATURE CENTER | ||||||||
| 4849 TEALTOWN RD | MILFORD | OH | 45150 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| THE EAST END CLASSIC BOAT SOCIETY | ||||||||
| 301 BLUFF ROAD | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $200 | |
| 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 | $500 | |
| 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 | $3,000 | |
| BOYS & GIRLS CLUBS OF | ||||||||
| 600 DALTON AVENUE | CINCINNATI | OH | 45203 | NONE | PC | GENERAL SUPORT | $2,000 | GREATER CINCINNATI |
| FIRST STEP HOME | ||||||||
| 2211 FULTON AVENUE | CINCINNATI | OH | 45206 | NONE | PC | GENERAL SUPPORT | $1,666 | |
| 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 | |
| LA SOUPE INC | ||||||||
| 4150 ROUND BOTTOM ROAD | CINCINNATI | OH | 45252 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| 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 | |
| COMMUNITY CHURCH OF LAKE FOREST | ||||||||
| PO BOX 26 | LAKE BLUFF | IL | 60044 | NONE | PC | GENERAL SUPPORT | $1,000 | AND LAKE BLUFF |
| KEW FOUNDATION AMERICA | ||||||||
| 180 STETSON AVENUE SUITE 3500 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| OLANA | ||||||||
| 5720 STATE ROUTE 9G | HUDSON | NY | 12534 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| RAGDALE FOUNDATION | ||||||||
| 1260 NORTH GREEN BAY ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| OCEARCH | ||||||||
| 1790 BONAZA DRIVE | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| THE ORANGUTAN PROJECT | ||||||||
| 2461 SANTA MONICA BLVD 828 | SANTA MONICA | CA | 90404 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| PO BOX 96735 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL SUPPORT | $1,250 | OF AMERICA |
| ASSOCIATES OF THE BOSTON | ||||||||
| 700 BOYLESTON STREET | BOSTON | MA | 02116 | NONE | PC | GENERAL SUPPORT | $250 | PUBLIC LIBRARY |
| PAVE | ||||||||
| 233 SOUTH WACKER DR 84TH FLOOR | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $200 | |
| CARROLL SCHOOL CORP | ||||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | |
| 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 | $1,000 | |
| 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 | $1,850 | |
| 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 | $4,000 | COUNCIL |
| METRO SQUASH NFP | ||||||||
| 6100 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $1,650 | |
| 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 | $1,000 | |
| FIELD MUSEUM OF NATURAL HISTORY | ||||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| 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 | $1,500 | |
| CITYSQUASH | ||||||||
| PO BOX 619 | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $500 | |
| MOTHERS OUT FRONT | ||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $250 | |
| 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 | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $198,316 | 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 | $73,302 | 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 | $141,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REISSUED CHECK | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $650 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $215,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,582 | 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 |
| NONE |
| ANTHONY WOODWARD |
| NONE |
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 | $793,186 | EOYBookValueAmt |
| EOYFMV | $798,693 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE US GROWTH FD | $132,080 | $144,342 |
| OAKMARK FUND | $70,147 | $162,318 |
| VANGUARD INSTL INDEX FD | $67,650 | $162,706 |
| BED BATH & BEYOND INC | $49,038 | $34,544 |
| COMCAST CORP CL A | $12,253 | $60,350 |
| DISCOVERY COMMUNICATIONS | $60,087 | $60,925 |
| LIBERTY INTERACTIVE CORP | $7,305 | $36,683 |
| DIAGEO PLC-SPONS ADR | $27,786 | $49,164 |
| NESTLE S A SPONS ADR | $36,383 | $70,090 |
| UNILEVER N V-NY SHS | $31,647 | $33,875 |
| WAL-MART STORES INC | $26,319 | $34,353 |
| BERKSHIRE HATHAWAY CL B | $53,390 | $154,831 |
| PROGRESSIVE CORP OHIO | $25,321 | $58,256 |
| U S BANCORP | $28,317 | $61,747 |
| WELLS FARGO & CO | $59,070 | $104,709 |
| DENTSPLY SIRONA INC | $9,008 | $17,550 |
| NOVARTIS AG-ADR | $47,137 | $74,661 |
| HENRY SCHEIN INC | $11,175 | $26,549 |
| ZOETIS INC | $52,547 | $92,982 |
| 3M COMPANY | $38,417 | $107,142 |
| WASTE MANAGEMENT | $14,109 | $35,242 |
| ALPHABET INC CL C | $79,590 | $142,787 |
| MICROSOFT CORP | $42,972 | $103,277 |
| ORACLE CORP | $113,709 | $111,582 |
| PAYPAL HOLDINGS | $41,207 | $57,745 |
| QUALCOMM INC | $71,039 | $78,175 |
| CELANESE CORP | $26,792 | $48,819 |
| PRAXAIR INC | $36,878 | $41,017 |
| LONGLEAF PRTNRS SMALL CAP FD | $114,997 | $175,862 |
| BBH INTL EQUITY FD CL N | $404,021 | $433,985 |
| LIBERTY GLOBAL PLC | $39,475 | $37,868 |
| PERRIGO CO PLC | $47,585 | $40,283 |
| NIELSEN HLDGS PLC | $16,144 | $15,731 |
| FLEETCOR TECH INC | $22,616 | $23,917 |
| ALPS SER- CLARKSTON FOUNDERS | $180,000 | $178,286 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REISSUED CHECK | Desc |
| Revenue And Expenses Per Books | $650 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT FEES-SUBJECT T | $19,574 | $19,574 |
| OTHER NONALLOCABLE EXPENSES - | $39 | $39 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,959 | $1,959 | $0 |