Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE WARDEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1251 WATERFRONT PL STE 510
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

45-6668539
B Telephone number (see instructions)

(412) 391-7077
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,686,044J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,533,186
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,221 13,221  
4 Dividends and interest from securities... 24,797 24,797  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 244,933
b Gross sales price for all assets on line 6a 1,291,090
7 Capital gain net income (from Part IV, line 2)... 244,933
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,816,137 282,951  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,500 0   0
c Other professional fees (attach schedule)....        
17 Interest............... 149 149   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,898 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,144 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,164 4,889   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,855 5,038   0
25 Contributions, gifts, grants paid....... 243,950 143,950
26 Total expenses and disbursements. Add lines 24 and 25 265,805 5,038   143,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,550,332
b Net investment income (if negative, enter -0-) 277,913
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 78,051 1,571,815 1,571,815
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 20,344 0 0
b Investments—corporate stock (attach schedule)....... 742,023 Click to see attachment1,562,636 1,719,353
c Investments—corporate bonds (attach schedule)....... 286,658 Click to see attachment402,716 483,364
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 156,787 Click to see attachment862,575 911,512
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,283,863 4,399,742 4,686,044
Liabilities 17 Accounts payable and accrued expenses..........   100,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 100,000
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 1,283,863 4,299,742
30 Total net assets or fund balances (see instructions)..... 1,283,863 4,299,742
31 Total liabilities and net assets/fund balances (see instructions). 1,283,863 4,399,742
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,283,863
2
Enter amount from Part I, line 27a .....................
2
3,550,332
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,834,195
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
534,453
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
4,299,742
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1100 UNITS ACME UNITED CORPORATION (ACU) P 2012-01-11 2018-12-21
b 1003 UNITS ALLIANZ AG (AZSEY) P 2016-01-25 2018-12-24
c 16500 UNITS ANTA SPORTS PRODUCTS HKD 0.10 (ANPDF) P 2015-07-08 2018-12-27
d 425 UNITS ARTESIAN RESOURCES CORP (ARTNA) P 2012-10-31 2018-12-21
e 600 UNITS ASTRONOVA INC (ALOT) P 2018-02-02 2018-12-24
800 UNITS ASTRONOVA INC (ALOT) P 2012-11-01 2018-12-24
50000 UNITS AT&T INC NOTE CALL MAKE WHOLE 5.875% 10/1/2019 (00206RCX8) P 2018-10-17 2018-12-19
5000 UNITS AVONDALE AZ PJS OF 1998 & 2007 BABS 6.05% 7/1/2018 (054314DS5) P 2017-02-27 2018-07-02
25 UNITS BECTON DICKINSON & CO (BDX) P 2018-12-21 2018-12-21
875 UNITS BG STAFFING INC (BGSF) P 2018-02-02 2018-12-24
675 UNITS BG STAFFING INC (BGSF) P 2016-12-14 2018-12-24
850 UNITS BROOKS AUTOMATION INC (BRKS) P 2016-06-04 2018-12-24
100 UNITS CHUBB LIMITED (CB) P 2018-12-21 2018-12-21
478 UNITS CITIZENS FINANCIAL GROUP INC (CFG) P 2016-09-09 2018-12-21
85 UNITS COSTCO WHOLESALE CORP (COST) P 2018-12-21 2018-12-21
30000 UNITS DELL INC NT 5.65% 4/15/2018 (24702RAE1) P 2013-07-16 2018-04-16
161 UNITS DIAGEO PLC ADR (DEO) P 2018-03-07 2018-12-24
79 UNITS DIAGEO PLC ADR (DEO) P 2016-11-15 2018-12-24
925 UNITS DOUGLAS DYNAMICS INC (PLOW) P 2013-05-08 2018-12-24
75 UNITS ECOLAB INC (ECL) P 2018-12-21 2018-12-21
2720 UNITS ENERGY TRANSFER LP (ET) P 2018-12-21 2018-12-21
800 UNITS ENTERPRISE PRODUCTS PARTNERS LP (EPD) P 2018-12-21 2018-12-21
50 UNITS EOG RESOURCES INC (EOG) P 2018-12-21 2018-12-21
900 UNITS EQUINOR ASA (EQNR) P 2016-09-14 2018-12-24
1700 UNITS FUJITSU LTD ADR (FJTSY) P 2016-02-26 2018-12-24
1350 UNITS GLOBAL WTR RES INC COM (GWRS) P 2016-11-28 2018-12-21
80 UNITS HANOVER INS GROUP (THG) P 2018-12-21 2018-12-21
850 UNITS HEALTHCARE SVCS GROUP INC (HCSG) P 2012-10-31 2018-12-24
600 UNITS HEINEKEN NV SPONS ADS (HEINY) P 2016-01-25 2018-12-24
275 UNITS HORMEL FOODS CORP (HRL) P 2018-12-21 2018-12-21
95 UNITS ILLINOIS TOOL WORKS INC (ITW) P 2018-12-21 2018-12-21
1050 UNITS KEWAUNEE SCIENTIFIC CORP (KEQU) P 2012-10-31 2018-12-24
95 UNITS L3 HARRIS TECHNOLOGIES INC (LHX) P 2018-12-21 2018-12-21
400 UNITS MAGELLAN MIDSTREAM PARTNERS LP (MMP) P 2018-12-21 2018-12-21
375 UNITS MCGRATH RENTCORP (MGRC) P 2016-03-10 2018-12-24
275 UNITS MGE ENERGY INC (MGEE) P 2012-10-31 2018-12-21
312 UNITS MICROSOFT CORP (MSFT) P 2018-12-21 2018-12-21
111 UNITS MICROSOFT CORP (MSFT) P 2015-08-03 2018-12-21
775 UNITS MIDDLESEX WATER COMPANY (MSEX) P 2012-10-31 2018-12-24
2771 UNITS MUENCHENER RUECKVERS (MURGY P 2015-08-03 2018-12-24
225 UNITS NIKE INC CLASS B (NKE) P 2018-12-21 2018-12-21
45 UNITS PARKER-HANNIFIN CORP (PH) P 2018-12-21 2018-12-21
15000 UNITS PENNSYLVANIA ST TPK COMMN TPK REV SUB 6.41% 6/1/2022 PRRFD: 06/0 P 2017-02-27 2018-06-01
825 UNITS PETMED EXPRESS INC (PETS) P 2013-07-02 2018-12-21
1225 UNITS PSYCHEMEDICS CORP (PMD) P 2012-10-31 2018-12-21
825 UNITS RGC RESOURCES INC (RGCO) P 2012-10-31 2018-12-24
1775 UNITS ROCKY BRANDS INC (RCKY) P 2014-07-14 2018-12-24
40 UNITS ROPER TECHNOLOGIES INC (ROP) P 2018-12-21 2018-12-21
220 UNITS ROSS STORES INC (ROST) P 2018-12-21 2018-12-21
213 UNITS SAP SE ADR (SAP) P 2015-08-03 2018-12-21
20 UNITS SHERWIN WILLIAMS CO (SHW) P 2018-12-21 2018-12-21
700 UNITS SPDR GOLD TRUST (GLD) P 2017-02-13 2018-11-13
414 UNITS STARBUCKS CORP (SBUX) TRUST P 2017-09-08 2018-12-21
50 UNITS STERIS PLC (STE) P 2018-12-21 2018-12-21
1020 UNITS SWEDBANK AB SP ADR (SWDBY) P 2016-04-06 2018-12-21
455 UNITS TALLGRASS ENERGY GP LP SHS CL A CONV (TGE) P 2018-12-21 2018-12-21
135 UNITS TALLGRASS ENERGY GP LP SHS CL A CONV (TGE) P 2015-06-23 2018-12-21
200 UNITS TEXAS INSTRUMENTS INC (TXN) P 2018-12-21 2018-12-21
360 UNITS TJX COMPANIES INC (TJX) P 2018-12-21 2018-12-21
95 UNITS UNION PACIFIC CORP (UNP) P 2018-12-21 2018-12-21
170 UNITS WAL-MART INC (WMT) P 2018-12-21 2018-12-21
130 UNITS XILINX INC (XLNX) P 2018-12-21 2018-12-21
700 UNITS YORK WATER CO (YORW) P 2012-10-31 2018-12-24
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,797   13,481 2,316
b 19,558   16,087 3,471
c 77,444   42,943 34,501
d 14,641   9,506 5,135
e 10,632   8,001 2,631
14,176   6,740 7,436
51,075   51,333 -258
5,000   5,183 -183
5,407   5,413 -6
16,546   14,015 2,531
12,764   9,979 2,785
20,204   9,911 10,293
12,584   12,586 -2
13,723   12,367 1,356
16,792   16,804 -12
30,000   30,360 -360
22,696   21,390 1,306
11,136   8,235 2,901
31,588   15,653 15,935
10,954   10,960 -6
34,516   34,544 -28
19,696   19,704 -8
4,370   4,373 -3
18,630   15,412 3,218
21,046   12,649 8,397
13,614   10,836 2,778
8,818   8,828 -10
32,793   20,505 12,288
25,968   23,838 2,130
11,831   11,836 -5
11,845   11,853 -8
25,200   14,390 10,810
12,426   12,434 -8
22,692   22,708 -16
18,731   9,378 9,353
18,199   9,955 8,244
31,213   31,408 -195
11,095   6,353 4,742
40,330   15,419 24,911
59,384   53,176 6,208
16,162   16,169 -7
6,590   6,594 -4
15,000   15,810 -810
19,222   10,965 8,257
18,130   14,898 3,232
22,687   10,059 12,628
42,209   20,733 21,476
10,374   10,386 -12
17,130   17,134 -4
20,823   16,780 4,043
7,657   7,668 -11
79,596   81,652 -2,056
25,767   22,564 3,203
5,159   5,171 -12
22,164   20,145 2,019
10,383   10,396 -13
3,081   4,045 -964
18,291   18,298 -7
15,361   15,368 -7
12,841   12,850 -9
15,043   15,047 -4
10,725   10,734 -9
21,581   12,145 9,436
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,316
b       3,471
c       34,501
d       5,135
e       2,631
      7,436
      -258
      -183
      -6
      2,531
      2,785
      10,293
      -2
      1,356
      -12
      -360
      1,306
      2,901
      15,935
      -6
      -28
      -8
      -3
      3,218
      8,397
      2,778
      -10
      12,288
      2,130
      -5
      -8
      10,810
      -8
      -16
      9,353
      8,244
      -195
      4,742
      24,911
      6,208
      -7
      -4
      -810
      8,257
      3,232
      12,628
      21,476
      -12
      -4
      4,043
      -11
      -2,056
      3,203
      -12
      2,019
      -13
      -964
      -7
      -7
      -9
      -4
      -9
      9,436
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 244,933
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 31,700 1,152,146 0.027514
2016 1,244 697,550 0.001783
2015 26,192 528,953 0.049517
2014 26,018 346,928 0.074995
2013 5,744 294,679 0.019492
2
Total of line 1, column (d) .....................
2
0.173301
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.034660
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,465,994
5
Multiply line 4 by line 3......................
5
50,811
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,779
7
Add lines 5 and 6........................
7
53,590
8
Enter qualifying distributions from Part XII, line 4,.............
8
143,950
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 2,779
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,779
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,779
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 2,520
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 278
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCHARLES WARDEN Telephone no.bullet (412) 391-7077

    Located atbullet1251 WATERFRONT PL STE 510PITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES WARDEN TRUSTEE
    0.50     		0 0 0
    1251 WATERFRONT PL STE 510
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,348,779
    b
    Average of monthly cash balances.......................
    1b
    139,540
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,488,319
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,488,319
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,325
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,465,994
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    73,300
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    73,300
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    2,779
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,779
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    70,521
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    70,521
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    70,521
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    143,950
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    143,950
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    2,779
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    141,171
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 70,521
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 46,871
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 143,950
    a Applied to 2017, but not more than line 2a 46,871
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 70,521
    e Remaining amount distributed out of corpus 26,558
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 26,558
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		26,558
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018.... 26,558
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHARLES WARDEN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CARON FOUNDATION
    7789 NW BEACON SQUARE BLVD
    BOCA RATON,FL33487     		N/A PC CHARITABLE DONATION 40,000
    ALZHEIMERS FOUNDATION
    322 EIGTH AVENUE 16TH FLOOR
    NEW YORK,NY10001     		N/A PC CHARITABLE DONATION 100
    CLEVELAND CLINIC
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N/A PC CHARITABLE DONATION YEAR 1 OF 5 YEAR COMMITTMENT 100,000
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE SUITE 1100 N
    BETHESDA,MD20814     		N/A PC TO HONOR KELLY WALDMAN 1,500
    MEL DOUGLASS FUND
    C/O DALLAS FREY 193 HUTCHINSON AVE
    PITTSBURGH,PA15218     		N/A PC MELL DOUGLASS FUND CHARITY DONATION 1,000
    THE MICHAEL J FOX FOUNDATION
    PO BOX 5014
    HAGERSTOWN,MD21741     		N/A PC CHARITABLE DONATION 100
    NATIONAL MS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163     		N/A PC MUSCULAR DISTROPHY ART DIDONATO 250
    YOUNG LIFE
    PO BOX 520
    COLORADO SPRINGS,CO80901     		N/A PC PA180-FOX CHAPEL 1,000
    Total .................................bullet 3a 143,950
    bApproved for future payment
    CLEVELAND CLINIC
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N/A PC CHARITABLE DONATION YEARS 2 - 5 OF YEARLY COMMITTMENT 100,000
    Total .................................bullet 3b 100,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,221  
    4 Dividends and interest from securities....     14 24,797  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 244,933  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 282,951 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    282,951
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    THE WARDEN FOUNDATION
     
    Employer identification number

    45-6668539
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number
    45-6668539
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHARLES WARDEN  
    2444 SOCEAN BLVD
     
    HIGHLAND BEACH, FL33487

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CHARLES WARDEN  
    2444 SOCEAN BLVD
     
    HIGHLAND BEACH, FL33487

    		$ 3,033,186


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 700 UNITS YORK WATER CO COM $ 22,789 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 130 UNITS XILINX INC $ 10,799 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 18000 UNITS WISDOMTREE TR US SMALLCAP DIVD $ 438,570 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 170 UNITS WALMART INC COM $ 14,983 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 95 UNITS UNION PACIFIC CORP $ 12,822 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 200 UNITS TEXAS INSTRUMENTS INC COM USD1.00 $ 18,319 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 590 UNITS TALLGRASS ENERGY LP CLASS A SHS $ 13,526 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 360 UNITS TJX COS INC NEW COM $ 15,363 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1020 UNITS SWEDBANK A B SPD ADR $ 22,231 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 414 UNITS STARBUCKS CORP COM USD0.001 $ 25,790 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 20 UNITS SHERWIN WILLIAMS CO $ 7,642 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 213 UNITS SAP SE SPON ADR $ 20,789 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 4000 UNITS SPDR INDEX SHS FDS SPDR S&P EMERGING MKTS DIVIDEND ETF $ 117,900 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 220 UNITS ROSS STORES INC COM $ 17,250 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 40 UNITS ROPER TECHNOLOGIES INC $ 10,468 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1775 UNITS ROCKY BRANDS INC COM $ 42,689 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 825 UNITS RGC RESOURCES INC COM STK USD5 $ 22,869 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1225 UNITS PSYCHEMEDICS CORP COM NEW $ 17,830 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 825 UNITS PETMED EXPRESS INC COM $ 19,346 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 45 UNITS PARKER HANNIFIN CORP $ 6,630 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1800 UNITS P S BUSINESS PARKS INC CA $ 241,317 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 225 UNITS NIKE INC CLASS B $ 16,373 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1511 UNITS MUENCHENER RUECKVERSICHERUNGS AG UNSP ADR EACH REPR 0.10 ORD $ 32,320 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1260 UNITS MUENCHENER RUECKVERSICHERUNGS AG UNSP ADR EACH REPR 0.10 ORD $ 26,951 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 775 UNITS MIDDLESEX WTR CO $ 40,963 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 260 UNITS MICROSOFT CORP $ 26,060 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 163 UNITS MICROSOFT CORP $ 16,337 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 375 UNITS MCGRATH RENTCORP COM $ 18,728 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 400 UNITS MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP $ 22,774 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 275 UNITS MGE ENERGY INC $ 18,369 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1050 UNITS KEWAUNEE SCIENTIFIC CORP COM $ 25,431 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 925 UNITS ISHARES RUSSELL 2000 VALUE ETF $ 98,203 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 60000 UNITS ISHARES GOLD TRUST ISHARES ISIN #US4642851053 SEDOL #B0SF3S5 $ 723,000 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 95 UNITS ILLINOIS TOOL WORKS $ 11,947 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 275 UNITS HORMEL FOODS CORP COM $ 11,855 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 600 UNITS HEINEKEN N V SPONSORED ADR L1 $ 26,430 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 850 UNITS HEALTHCARE SVCS GRP INC COM $ 34,060 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 95 UNITS HARRIS CORP DEL $ 12,414 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 80 UNITS HANOVER INS GROUP INC COM $ 8,818 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 125000 UNITS HSBC USA INC NEW MTN ZERO CPN 0.00000% 07/31/2019 $ 203,541 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1350 UNITS GLOBAL WTR RES INC COM ISIN #US3794631024 SEDOL #BD31884 $ 13,662 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1700 UNITS FUJITSU UNSP ADR EACH REP 0.2 ORD SHS $ 20,528 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 900 UNITS EQUINOR ASA SPON ADR EACH REP 1 ORD SHS $ 18,797 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 800 UNITS ENTERPRISE PRODS PARTNERS L P COM $ 19,700 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 2720 UNITS ENERGY TRANSFER LP COM UT LTD PTN $ 34,476 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 75 UNITS ECOLAB INC $ 10,965 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1000 UNITS EASTGROUP PROPERTIES INC $ 94,485 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 50 UNITS EOG RESOURCES INC $ 4,433 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 925 UNITS DOUGLAS DYNAMICS INC COM USD0.01 $ 31,917 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 240 UNITS DIAGEO ADR EACH REPR 4 ORD GBX28.935185 $ 33,978 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 85 UNITS COSTCO WHOLESALE CORP $ 16,788 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 478 UNITS CITIZENS FINL GROUP INC COM $ 13,797 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 850 UNITS BROOKS AUTOMATION INC NEW $ 20,430 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 25 UNITS BECTON DICKINSON CO $ 5,425 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1550 UNITS BG STAFFING INC COM USD0.01 $ 31,233 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1400 UNITS ASTRONOVA INC COM $ 25,354 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 425 UNITS ARTESIAN RES CORP CL A $ 14,592 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1003 UNITS ALLIANZ SE ADR EACH REP 1/10 ORD SH $ 19,819 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1100 UNITS ACME UTD CORP COM $ 16,000 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 100 UNITS CHUBB LIMITED COM NPV ISIN #CH0044328745 $ 12,592 2018-12-21
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 50 UNITS STERIS PLC GBP0.1 $ 5,235 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 7000 UNITS ANTA SPORTS PRODUCTS HKD0.10 ISIN #KYG040111059 SEDOL #B1YVKN8 $ 31,360 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 1500 UNITS ANTA SPORTS PRODUCTS HKD0.10 $ 6,809 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 8000 UNITS ANTA SPORTS PRODUCTS HKD0.10 $ 36,315 2018-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    THE WARDEN FOUNDATION
          		Employer identification number

    45-6668539
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 12,500 0   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOMINION ENERY INC NOTE CALL MAKE WHOLE 49,879 49,966
    TRANSCANADA PIPELINES LTD NOTE 3.125% 50,018 49,995
    ENTERPRISE PRODS OPER LLC NOTE 6.500% 50,167 50,110
    MCKESSON CORP NEW NOTE CALL MAKE WHOLE 50,000 49,897
    ENERGY TRANSFER PRTNRS LP 9.00% 50,911 50,844
    HSBC USA INC NEW MTN ZERO CPN 121,062 201,950
    BANK AMER CORP SR INTNOTES BE 6.750% 30,679 30,602

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WISDOM TREE SMALLCAP DIV FUND 59,000 73,590
    WISDOM TREE SMALLCAP DIV FUND - MARGIN 402,180 441,540
    ISHARES RUSSEL 2000 VALUE ETF 54,233 99,475
    ISHARES SELECT DIVIDEND ETF 127,059 125,034
    PROSHARES TR RUSS 2000 DIVD 185,640 188,388
    SPDR INDEX SHS FDS SPDR S&P EMERGING 107,362 119,400
    VANGUARD INDEX FDS VANGUARD SMALL CAP 174,245 159,684
    VANGUARD INTL EQUITY INDEX FDSFTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF 100,783 94,680
    EASTGROUP PROPERTIES INC 41,198 91,730
    P S BUSINESS PARKS INC CA 215,638 235,800
    VANGUARD WHITEHALL FUNDS INTERNATIONAL HIGH DIVIDEND YIELD INDEX 95,298 90,032

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ETFS PRECIOUS METALS BASKET TR ETFS FMV 75,135 75,792
    SPDR GOLD TR GOLD SHS FMV 787,440 835,720

    TY 2018 OtherDecreasesSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Description Amount
    UNREALIZED GAIN/LOSS ON SECURITY CONTRIBUTIONS 534,453


    TY 2018 OtherExpensesSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GOFUNDME - KELLY CARO'S HOME 275 0   0
    AMORTIZED BOND PREMIUMS 4,889 4,889   0


    TY 2018 TaxesSchedule
    Name:
    THE WARDEN FOUNDATION
    EIN:
    45-6668539
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 378 0   0
    FEDERAL ESTIMATED TAX 2,520 0   0