WARD CREEK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WARD CREEK FOUNDATION (EIN 41-6031373)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-14
- IRS object ID
- 202601049349100015
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-14T09:56:54-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416031373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARD CREEK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WARD | BusinessNameControlTxt |
| Phone | 4153233448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 S JONES BOULEVARD 3202 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 891072623 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG FORMAN | PersonNm |
| Person Title | CHAIRMAN & CEO | PersonTitleTxt |
| Phone | 4153233448 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMILY HANOVER CPA | PreparerPersonNm |
| PTIN | P01919277 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Preparation | 2026-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,777,352 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $243,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $241,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $843,061 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,875,240 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $843,061 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,086,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,084,183 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $7,720 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,720 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,840 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,940 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,289 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,289 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $49,714 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $49,714 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,016 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88,169 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $444,262 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $444,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $603,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $532,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $483,658 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,017,934 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $115,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $234,649 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $234,649 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,414,636 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,625,878 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,696,040 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,025,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,495,530 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,845,974 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $689 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $689 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,555,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,356,746 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,777,352 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,450 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,450 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,551,727 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,356,746 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,551,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,356,746 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,555,177 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,356,746 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,551,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $483,658 | ExcessRevenueOverExpensesAmt |
| Other Increases | $346,929 | OtherIncreasesAmt |
| Subtotal | $6,382,314 | SubtotalAmt |
| Other Decreases | $25,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,356,746 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB | P | 2025-12-31 | $55,926 | $58,512 | -$2,586 | -$2,586 |
| CHARLES SCHWAB | P | 2025-12-31 | $1,769,411 | $973,667 | $795,744 | $795,744 |
| UPDATA PARTNERS VII, LP | P | 2025-12-31 | $37,100 | $37,100 | $37,100 | |
| CAPITAL GAINS DIVIDENDS | P | $12,803 | $12,803 | $12,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $843,061 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,053 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Tax Due | $11,133 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 4153233448 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W PORTAL AVE UNIT 305 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CRAIG FORMAN | ||||||||
| 317 W PORTAL AVE UNIT 035 | SAN FRANCISCO | CA | 94127 | CHAIRMAN & CEO | 10.00 | $0 | $0 | $0 |
| KEVIN MCCLATCHY | ||||||||
| 317 W PORTAL AVE UNIT 035 | SAN FRANCISCO | CA | 94127 | MANAGING BOARD MEMBER | 5.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,861,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $163,694 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $187,817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,212,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,212,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,059,800 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,990 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,990 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,149 | TotalTaxAmt |
| Distributable Before Adj | $488,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $488,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $488,841 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $532,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $532,431 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $488,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $425,745 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $532,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $425,745 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,686 | 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 | $382,155 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WARD CREEK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 317 W PORTAL AVE UNIT 035 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153233448 | RecipientPhoneNum |
| Recipient Email Address | ENQUIRIES@WARDCREEKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GUIDELINES AVAILABLE UPON REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE AVAILABLE AT ANY TIME. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE WARD CREEK FOUNDATION SUPPORTS SCIENTIFIC, HEALTH, EDUCATION, PUBLIC-INFORMATION, JOURNALISTIC, CHARITABLE AND OTHER CIVIC INITIATIVES. QUESTIONS SHOULD BE SENT TO: ENQUIRIES@WARDCREEKFOUNDATION.ORG. PROPOSALS FOR GRANTS ARE BY INVITATION, AND WILL BE CONSIDERED SOLELY IF REQUESTED BY FOUNDATION STAFF. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR CREATIVE CHANGE | ||||||
| 4115 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL PURPOSE GRANT. | $19,865 |
| CENTER FOR TECHNOLOGY & INNOVATION INC | ||||||
| 321 WATER ST | BINGHAMTON | NY | 13901 | PC | GENERAL PURPOSE GRANT. | $49,156 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | PC | GENERAL PURPOSE GRANT. | $9,630 |
| COMMITTEE TO PROTECT JOURNALISTS | ||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | PC | GENERAL PURPOSE GRANT. | $9,896 |
| COMMON GOOD AI INC | ||||||
| 223 BEDFORD AVE STE A 1002 | BROOKLYN | NY | 11211 | PC | GENERAL PURPOSE GRANT. | $30,263 |
| JAMES W FOLEY LEGACY FOUNDATION | ||||||
| 200 MARCY ST STE 102 | PORTSMOUTH | NH | 03801 | PC | GENERAL PURPOSE GRANT. | $50,066 |
| JANNEY MONTGOMERY SCOTT EXTRA MILE EDUCATION FOUNDATION | ||||||
| 603 STANWIX ST 348 | PITTSBURGH | PA | 15222 | PC | GENERAL PURPOSE GRANT. | $5,109 |
| JUPITER MEDICAL CENTER INC | ||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | PC | GENERAL PURPOSE GRANT. | $9,941 |
| NORTON MUSEUM OF ART | ||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | GENERAL PURPOSE GRANT. | $5,109 |
| OVERSEAS PRESS CLUB FOUNDATION | ||||||
| 40 WEST 45TH STREET | NEW YORK | NY | 10036 | PC | GENERAL PURPOSE GRANT. | $5,109 |
| REPORTERS COMMITTEE FOR FREEDOM | ||||||
| 1156 15TH STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE GRANT. | $10,084 |
| REPORTERS WITHOUT BORDERS INC | ||||||
| PO BOX 34032 | WASHINGTON | DC | 20043 | PC | GENERAL PURPOSE GRANT. | $60,326 |
| SACRAMENTO LOAVES & FISHES | ||||||
| 1351 N C STREET | SACRAMENTO | CA | 95811 | PC | GENERAL PURPOSE GRANT. | $5,109 |
| THE FOUNDATION FOR AIDS RESEARCH | ||||||
| 120 WALL STREET 13TH FLOOR | NEW YORK | NY | 10005 | PC | GENERAL PURPOSE GRANT. | $104,180 |
| THE INT'L CENTER FOR JOURNALISTS INC | ||||||
| 750 17TH ST NW 300 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE GRANT. | $5,000 |
| THE KENNAN INSTITUTE | ||||||
| 3143 O ST NW | WASHINGTON | DC | 20007 | PC | GENERAL PURPOSE GRANT. | $5,000 |
| THE LENFEST INSTITUTE FOR JOURNALISM | ||||||
| 801 MARKET ST 300 | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE GRANT. | $10,084 |
| THE NATIONAL PRESS CLUB JOURNALISM INSTITUTE INC | ||||||
| 529 14TH ST NW FLR 13 | WASHINGTON | DC | 20045 | PC | GENERAL PURPOSE GRANT. | $10,000 |
| UNIVERSITY OF CALIFORNIA SF FOUNDATION | ||||||
| 220 MONTGOMERY ST | SAN FRANCISCO | CA | 94143 | PC | GENERAL PURPOSE GRANT. | $10,084 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 777-785 W JEFFERSON BLVD | LOS ANGELES | CA | 90007 | PC | GENERAL PURPOSE GRANT. | $25,142 |
| VERGE CENTER FOR THE ARTS | ||||||
| 625 S ST | SACRAMENTO | CA | 95811 | PC | GENERAL PURPOSE GRANT. | $5,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $444,262 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $243,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $843,061 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,086,883 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,086,883 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $2,625,878 | EOYBookValueAmt |
| EOYFMV | $2,696,040 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,430,382 | $6,623,619 |
| EXCHANGE TRADED FUNDS | AT COST | $918,537 | $1,005,050 |
| UPDATA PARTNERS VII, LP | AT COST | $134,111 | $204,805 |
| WISDOM VENTURES FUND II, LP | AT COST | $12,500 | $12,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $0 | $8 | $8 |
| CREDIT CARD OVERPAID BALANCE | $0 | $681 | $681 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR UPDATA PARTNERS VII, LP CONTRIBUTION REVERSED | Desc |
| Amt | $25,568 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE/ ONLINE SERVICES | $15,220 | $0 | $15,220 |
| SUBSCRIPTIONS | $7,280 | $0 | $7,280 |
| BUSINESS EXPENSES - OFFICE, SUPPLIES, ETC. | $6,416 | $0 | $6,416 |
| CREDIT CARD FEE | $645 | $0 | $0 |
| CALIFORNIA REGISTRY OF CHARITABLE TRUSTS | $100 | $0 | $100 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $346,929 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD BALANCE | Desc |
| BOY Book Value | $3,450 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES & UPDATA FEES | CategoryTxt |
| Amt | $53,589 | Amt |
| Net Investment Income | $53,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $4,940 | $4,940 | $0 |
| FEDERAL TAXES | $3,900 | $0 | $0 |