WOODWARD FAMILY CHARITABLE FOUNDAITON: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WOODWARD FAMILY CHARITABLE FOUNDAITON (EIN 36-7015446)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201613169349100916
- Schema version
- 2015v2.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T13:00:14-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GORDON POWERS | PreparerPersonNm |
| PTIN | P00260194 | PTIN |
| Phone | 6175879019 | PhoneNum |
| Preparation | 2016-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,985,701 | 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 | $60,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $192,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $381,297 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $192,785 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $390,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $253,635 | 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 | $1,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,090 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,923 | 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 | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,090 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $169,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $298,098 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,855 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,154,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,132,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,057,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $444,100 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $689,100 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $683,029 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,897,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,066,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,985,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,897,152 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,066,805 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,897,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,066,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,897,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,066,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,897,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $169,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,066,806 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,066,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 150. BAXTER INTL INC | 2011-02-07 | 2015-07-15 | $5,653 | $4,202 | $1,451 | $1,451 | |
| 150. BAXTER INTL INC | 2010-04-22 | 2015-07-15 | $5,653 | $4,163 | $1,490 | $1,490 | |
| 575. BAXTER INTL INC | 2010-04-27 | 2015-08-06 | $24,142 | $13,776 | $10,366 | $10,366 | |
| 77. BAXTER INTL INC | 2011-02-07 | 2015-08-06 | $3,233 | $2,036 | $1,197 | $1,197 | |
| 50. CALIFORNIA RESOURCES CORP COM STK | 2012-12-07 | 2015-02-20 | $362 | $328 | $34 | $34 | |
| 170. CALIFORNIA RESOURCES CORP COM STK | 2010-09-09 | 2015-02-20 | $1,231 | $1,164 | $67 | $67 | |
| 54. CHUBB CORP | 2009-06-19 | 2015-07-01 | $6,613 | $2,182 | $4,431 | $4,431 | |
| 41. CHUBB CORP | 2009-06-19 | 2015-07-02 | $5,023 | $1,657 | $3,366 | $3,366 | |
| 77. CHUBB CORP | 2009-06-19 | 2015-07-16 | $9,394 | $3,111 | $6,283 | $6,283 | |
| 103. CHUBB CORP | 2004-04-02 | 2015-07-22 | $12,657 | $3,843 | $8,814 | $8,814 | |
| 175. CHUBB CORP | 2004-04-02 | 2015-07-31 | $21,875 | $6,199 | $15,676 | $15,676 | |
| 30. CHUBB CORP | 2004-04-02 | 2015-11-02 | $3,893 | $1,063 | $2,830 | $2,830 | |
| 51. CHUBB CORP | 2004-04-02 | 2015-11-03 | $6,612 | $1,806 | $4,806 | $4,806 | |
| 31. CHUBB CORP | 2004-04-02 | 2015-11-05 | $4,013 | $1,098 | $2,915 | $2,915 | |
| 32. CHUBB CORP | 2004-04-02 | 2015-11-11 | $4,142 | $1,133 | $3,009 | $3,009 | |
| 1978.747 DELAWARE US GROWTH FUND-INS | 2013-04-11 | 2015-10-09 | $54,000 | $40,920 | $13,080 | $13,080 | |
| .508 GOOGLE INC CL C | 2014-06-24 | 2015-05-11 | $269 | $288 | -$19 | -$19 | |
| 199.583 OAKMARK FUND | 2013-04-11 | 2015-10-12 | $7,758 | $6,700 | $1,058 | $1,058 | |
| 1189.663 OAKMARK FUND | 2009-06-19 | 2015-10-12 | $46,242 | $22,128 | $24,114 | $24,114 | |
| 100. TARGET CORP | 2011-08-01 | 2015-01-07 | $7,651 | $5,093 | $2,558 | $2,558 | |
| 11. TARGET CORP | 2011-08-01 | 2015-01-13 | $844 | $560 | $284 | $284 | |
| 64. TARGET CORP | 2011-08-01 | 2015-01-15 | $4,930 | $3,260 | $1,670 | $1,670 | |
| 75. TARGET CORP | 2011-08-01 | 2015-02-04 | $5,694 | $3,820 | $1,874 | $1,874 | |
| 75. TARGET CORP | 2011-08-05 | 2015-02-18 | $5,768 | $3,613 | $2,155 | $2,155 | |
| 75. TARGET CORP | 2011-08-05 | 2015-02-23 | $5,756 | $3,613 | $2,143 | $2,143 | |
| 75. TARGET CORP | 2011-08-05 | 2015-02-25 | $5,771 | $3,613 | $2,158 | $2,158 | |
| 106. TARGET CORP | 2011-08-05 | 2015-03-04 | $8,269 | $5,106 | $3,163 | $3,163 | |
| 169. TARGET CORP | 2011-08-05 | 2015-03-05 | $13,194 | $8,049 | $5,145 | $5,145 | |
| 292.81 VANGUARD INSTL INDEX FD | 2009-06-19 | 2015-10-12 | $54,000 | $24,822 | $29,178 | $29,178 | |
| 28. WAL-MART STORES INC | 2009-06-19 | 2015-01-13 | $2,536 | $1,358 | $1,178 | $1,178 | |
| 38. WASTE MANAGEMENT INC | 2009-06-19 | 2015-01-21 | $2,005 | $1,079 | $926 | $926 | |
| 51. WASTE MANAGEMENT INC | 2009-06-19 | 2015-01-22 | $2,692 | $1,448 | $1,244 | $1,244 | |
| 61. WASTE MANAGEMENT INC | 2009-06-19 | 2015-01-23 | $3,216 | $1,732 | $1,484 | $1,484 | |
| 105. WASTE MANAGEMENT INC | 2009-06-19 | 2015-04-08 | $5,740 | $2,981 | $2,759 | $2,759 | |
| 20. WASTE MANAGEMENT INC | 2009-06-19 | 2015-04-09 | $1,094 | $568 | $526 | $526 | |
| CAPITAL GAIN DIVIDENDS | $29,372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $192,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,483 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,959,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042048 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $146,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,488,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,987,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $112,854 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,668,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042291 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,470 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,304,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039254 | DistributionYr5Rt |
| Total Distribution | 0.208872 | TotalDistributionRt |
| Average Distribution | 0.041774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,030,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $168,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $170,655 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,256 | 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 | $2,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,108 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,108 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,819 | OverpaymentAmt |
| Applied To ES Tax | $1,819 | 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 | $3,859,896 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,091,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,091,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,030,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,289 | TotalTaxAmt |
| Distributable Before Adj | $199,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,256 | 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 | $195,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,967 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193,331 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | 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 | $195,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $193,331 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,925 | 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 | $197,306 | 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 (81 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 | $5,000 | |
| UNIVERSITY OF VIRGINIA | ||||||||
| 1215 LEE STREET | CHARLOTTESVILLE | VA | 22908 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90600 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| PO BOX 6125 | LAWRENCEVILLE | NJ | 08648 | NONE | PC | GENERAL SUPPORT | $7,900 | |
| 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 | $6,000 | |
| 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 | $5,000 | |
| CHICAGO BOTANICAL GARDEN | ||||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| 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 | |
| ANTIQUARIAN SOCIETY | ||||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $500 | ART INSTITUTE OF CHICAGO |
| 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 | $5,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 1 NASSAU HALL | PRINCETON | NJ | 08544 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| 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 | |
| PORCHLIGHT COUNSELING SERVICES | ||||||||
| PO BOX 1080 | EVANSTON | IL | 60201 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMAGANSETT FIRE DEPARTMENT | ||||||||
| 439 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 | |
| THE EAST END CLASSIC BOAT SOCIETY | ||||||||
| 301 BLUFF ROAD | AMAGANSETT | NY | 11930 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE XERCES SOCIETY | ||||||||
| 628 NE BROADWAY SUITE 200 | PORTLAND | OR | 97232 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| HEIGHTS AND HILLS | ||||||||
| 57 WILLOUGHBY STREET 4TH FLOOR | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $100 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 00 CAMBRIDGE STREET SUITE 1310 | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PROCTOR ACADEMY | ||||||||
| PO BOX 389 | ANDOVER | NH | 03216 | NONE | PC | GENERAL SUPPORT | $400 | |
| THE DAVID SHELDRICK WILDLIFE TRUST | ||||||||
| 201 NORTH ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| 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 | |
| URBAN ARTS PARTNERSHIP | ||||||||
| 21 HOWARD STREET 5TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $250 | |
| 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 | $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 | |
| CAMBRIDGE PUBLIC LIBRARY | ||||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $150 | |
| BOWDOIN | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BABSON COLLEGE | ||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | SCHOLARSHIP | $400 | |
| THE FOUNDATION OF THE MASSACHUSETTS | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $100 | EYE AND EAR INFIRMARY |
| 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 | $400 | |
| PACKER COLLEGIATE INSTITUTE | ||||||||
| 170 JORALEMON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LADIES VILLAGE IMPROVEMENT SOCIETY | ||||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | NONE | PC | GENERAL SUPPORT | $1,000 | LVIS |
| PTA OF PS 261K | ||||||||
| 314 PACIFIC STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $500 | |
| 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 | $2,000 | COUNCIL |
| BIG APPLE CIRCUS | ||||||||
| 1 METRO TECH CTR N | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $500 | |
| TITLE IX GIRLS RUNNING CLUB | ||||||||
| PO BOX 391535 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL SUPPORT | $100 | |
| METRO SQUASH NFP | ||||||||
| 6100 S COTTAGE GROVE AVENUE | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| LAKE FOREST - LAKE BLUFF | ||||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | HISTORICAL SOCIETY |
| CODMAN COMMUNITY FARMS | ||||||||
| 58 CODMAN ROAD | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $100 | |
| PAVE ACADEMY CHARTER SCHOOL | ||||||||
| 732 HENRY STREET | BROOKLYN | NY | 11231 | NONE | PC | GENERAL SUPPORT | $650 | |
| FACING CANCER TOGETHER | ||||||||
| 430 WALNUT STREET | NEWTONVILLE | MA | 02460 | NONE | PC | GENERAL SUPPORT | $100 | |
| 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 | $3,500 | |
| 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 | $2,500 | |
| CITYSQUASH | ||||||||
| PO BOX 619 | BRONX | NY | 10458 | NONE | PC | GENERAL SUPPORT | $500 | |
| EDUCATION BURMA THAILAND MYANMAR | ||||||||
| PO BOX 813 | NICASIO | CA | 94946 | NONE | PC | GENERAL SUPPORT | $200 | |
| MOTHERS OUT FRONT | ||||||||
| 30 BOW STREET | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $200 | |
| FRIENDS OF LEO J MARTIN SKIING | ||||||||
| 16 STERLING ROAD | WELLESLEY | MA | 02482 | NONE | PC | GENERAL SUPPORT | $150 | |
| UNIVERSITY OF VIRGINIA - DARDEN | ||||||||
| PO BOX 400894 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL SUPPORT | $1,500 | SCHOOL FOUNDATION |
| ELAWA FARM FOUNDATION | ||||||||
| PO BOX 181 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LEWIS AND CLARK COLLEGE | ||||||||
| 0615 SW PALATINE HILL ROAD | PORTLAND | OR | 97219 | NONE | PC | GENERAL SUPPORT | $800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,166 | 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 | $60,850 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192,785 | 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 | $253,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $253,635 | 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 | $1,090 | Amt |
| Disbursements Charitable Prps | $1,090 | 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 N | BondNm |
| EOY Book Value | $689,100 | EOYBookValueAmt |
| EOYFMV | $683,029 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE US GROWTH FD | $132,080 | $163,567 |
| OAKMARK FUND | $70,147 | $147,874 |
| VANGUARD INSTL INDEX FD | $67,650 | $148,968 |
| BED BATH & BEYOND INC | $49,038 | $41,013 |
| COMCAST CORP CL A | $27,675 | $111,393 |
| DISCOVERY COMMUNICATIONS | $60,087 | $57,376 |
| LIBERTY INTERACTIVE CORP | $7,305 | $50,160 |
| DIAGEO PLC-SPONS ADR | $27,786 | $51,590 |
| NESTLE S A SPONS ADR | $42,900 | $85,732 |
| UNILEVER N V-NY SHS | $31,647 | $35,739 |
| WAL-MART STORES INC | $26,319 | $30,466 |
| EOG RESOURCES INC | $40,842 | $56,632 |
| OCCIDENTAL PETROLEUM | $41,287 | $37,186 |
| SCHLUMBERGER LTD | $47,178 | $43,594 |
| SOUTHWESTERN ENERGY CO | $58,481 | $11,909 |
| BERKSHIRE HATHAWAY CL B | $53,390 | $125,438 |
| CHUBB CORP | $7,686 | $28,783 |
| PROGRESSIVE CORP OHIO | $34,964 | $72,059 |
| U S BANCORP | $24,421 | $46,937 |
| WELLS FARGO & CO | $59,070 | $103,284 |
| BAXALTA INC | $32,215 | $51,793 |
| DENTSPLY INTL INC | $9,008 | $18,498 |
| NOVARTIS AG-ADR | $47,137 | $88,191 |
| HENRY SCHEIN INC | $11,175 | $27,683 |
| ZOETIS INC | $52,547 | $83,237 |
| 3M COMPANY | $38,417 | $90,384 |
| WASTE MANAGEMENT | $16,948 | $31,862 |
| ALPHABET INC CL C | $79,590 | $140,393 |
| EBAY INC | $3,278 | $12,723 |
| MICROSOFT CORP | $49,048 | $105,246 |
| ORACLE CORP | $113,709 | $106,010 |
| PAYPAL HOLDINGS | $19,737 | $33,051 |
| QUALCOMM INC | $78,400 | $65,730 |
| CELANESE CORP | $26,792 | $41,745 |
| PRAXAIR INC | $36,878 | $35,840 |
| LONGLEAF PRTNRS SMALL CAP FD | $114,997 | $172,599 |
| BBH INTL EQUITY FD CL N | $174,021 | $203,605 |
| AIT GLOBAL EMERG MKTS OPP FD | $319,000 | $299,527 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | 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 | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MGMT FEES-SUBJECT T | $22,635 | $22,635 |
| OTHER NONALLOCABLE EXPENSES - | $39 | $39 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $926 | $926 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,253 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $997 | $997 | $0 |