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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
WOODWARD FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BBH TR CO 140 BROADWAY 4TH FLO
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100051101
A Employer identification number

36-7015446
B Telephone number (see instructions)

(212) 493-8000
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$6,102,113J 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) 137,295
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 77,920 77,920  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 185,898
b Gross sales price for all assets on line 6a 865,513
7 Capital gain net income (from Part IV, line 2)... 185,898
8 Net short-term capital gain......... 0
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........ 401,113 263,818  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 26,022     26,022
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 500 0 0 500
c Other professional fees (attach schedule).... Click to see attachment 12,826 12,826   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,287 2,367   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 216 216    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,851 15,409 0 26,522
25 Contributions, gifts, grants paid....... 232,000 232,000
26 Total expenses and disbursements. Add lines 24 and 25 280,851 15,409 0 258,522
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 120,262
b Net investment income (if negative, enter -0-) 248,409
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 2,747    
2 Savings and temporary cash investments......... 300,261 247,827 247,827
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,051,433 Click to see attachment3,072,006 5,025,781
c Investments—corporate bonds (attach schedule)....... 638,155 Click to see attachment796,324 828,505
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 3,992,596 4,116,157 6,102,113
Liabilities 17 Accounts payable and accrued expenses..........    
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
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,992,596 4,116,157
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,992,596 4,116,157
30 Total liabilities and net assets/fund balances (see instructions). 3,992,596 4,116,157
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,992,596
2
Enter amount from Part I, line 27a .....................
2
120,262
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,500
4
Add lines 1, 2, and 3 ..........................
4
4,116,358
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
201
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,116,157
Form 990-PF (2020)
Form 990-PF (2020)
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 11. ALPHABET INC CL C   2019-03-15 2020-03-16
b 4. ALPHABET INC CL C   2019-03-15 2020-06-08
c 17. ALPHABET INC CL C   2012-03-09 2020-08-06
d 4. ALPHABET INC CL C   2012-03-09 2020-11-02
e 5017.561 BBH PARTNER FUND - INTERNATIONAL EQUITY   2017-08-17 2020-12-24
2424.83 BBH LIMITED DURATION FUND CL I   2020-10-20 2020-12-21
26. BAXTER INTL INC   2020-03-19 2020-06-08
65. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2020-05-13
32. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2020-06-08
4. BOOKING HOLDINGS INC COM STK   2019-11-08 2020-09-11
4. BOOKING HOLDINGS INC COM STK   2019-08-15 2020-09-11
254. BRIGHT HORIZONS FAMILY SOLUT COM STK   2019-08-14 2020-03-19
41. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-05-26
49. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-07-31 2020-06-08
116. BROWN-FORMAN CORP CLASS B COMMON STOCK   2019-03-15 2020-09-02
18. CELANESE CORP COM STK   2020-03-12 2020-06-08
20. CELANESE CORP COM STK   2020-03-12 2020-12-04
21. CELANESE CORP COM STK   2012-05-04 2020-12-09
29. CELANESE CORP COM STK   2020-03-12 2020-12-09
9. COLGATE PALMOLIVE CO   2019-11-05 2020-06-08
104. COMCAST CORP CL A   2017-08-17 2020-02-28
700. COMCAST CORP CL A   2017-08-17 2020-02-28
121. COMCAST CORP CL A   2018-03-01 2020-03-04
89. COMCAST CORP CL A   2009-06-19 2020-03-04
171. COMCAST CORP CL A   2009-06-19 2020-03-13
305. COMCAST CORP CL A   2009-06-19 2020-03-25
110. COMCAST CORP CL A   2009-06-19 2020-05-13
63. COMCAST CORP CL A   2009-06-19 2020-06-08
15. COPART INC COM STK   2019-03-08 2020-05-21
49. COPART INC COM STK   2019-02-20 2020-06-08
89. COPART INC COM STK   2018-10-03 2020-09-04
41. COPART INC COM STK   2018-10-02 2020-09-17
84. COPART INC COM STK   2018-10-01 2020-10-23
35. COPART INC COM STK   2018-10-01 2020-11-02
2. COSTCO WHOLESALE CORP   2019-10-04 2020-06-08
21. DIAGEO PLC- SPONSORED ADR   2009-06-19 2020-06-08
19. DIAGEO PLC- SPONSORED ADR   2020-09-02 2020-11-12
46. DIAGEO PLC- SPONSORED ADR   2009-06-19 2020-11-12
31. DOLLAR GENERAL CORP COM STK   2019-03-14 2020-05-13
17. DOLLAR GENERAL CORP COM STK   2019-03-14 2020-06-08
56. DOLLAR GENERAL CORP COM STK   2018-08-30 2020-09-23
22. DOLLAR GENERAL CORP COM STK   2018-10-03 2020-10-23
4. FLEETCOR TECHNOLOGIES INC COM STK   2017-04-04 2020-06-08
20. ARTHUR J GALLAGHER & CO   2020-02-28 2020-06-08
3. KLA CORPORATION   2018-10-04 2020-06-08
5676. LONGLEAF PARTNERS SMALL CAP FD   2009-06-19 2020-04-07
2370.29 LONGLEAF PARTNERS SMALL CAP FD   2013-04-11 2020-04-07
8. MASTERCARD INCORPORATED   2020-03-06 2020-06-08
67. NESTLE S A SPONS ADR   2009-06-19 2020-06-08
13. NIKE INC CL B   2020-03-05 2020-06-08
38. NOVARTIS AG - ADR   2009-06-19 2020-03-09
19. NOVARTIS AG - ADR   2009-06-19 2020-06-08
592. NOVARTIS AG - ADR   2009-06-19 2020-09-16
579. ORACLE CORP   2014-09-19 2020-03-06
142. ORACLE CORP   2014-09-19 2020-03-13
83. ORACLE CORP   2014-09-19 2020-06-08
306. ORACLE CORP   2014-09-19 2020-09-11
162. ORACLE CORP   2014-09-23 2020-10-23
149. ORACLE CORP   2014-09-23 2020-10-28
58. HENRY SCHEIN INC COM STK   2019-02-14 2020-06-08
4. AO SMITH CORP COM STK   2019-10-29 2020-06-08
142. AO SMITH CORP COM STK   2019-10-29 2020-06-09
31. AO SMITH CORP COM STK   2020-01-21 2020-12-16
49. AO SMITH CORP COM STK   2020-01-21 2020-12-17
12. AO SMITH CORP COM STK   2019-12-12 2020-12-17
157. U S BANCORP   2018-05-03 2020-02-28
317. U S BANCORP   2016-01-20 2020-03-09
278. U S BANCORP   2009-12-18 2020-03-09
324. U S BANCORP   2009-12-18 2020-03-10
498. U S BANCORP   2009-12-18 2020-03-12
66. UNILEVER N V-NY SHARES   2019-05-29 2020-02-28
75. UNILEVER N V-NY SHARES   2019-05-29 2020-03-09
60. UNILEVER N V-NY SHARES   2014-03-13 2020-03-16
101. UNILEVER N V-NY SHARES   2019-05-29 2020-03-16
75. UNILEVER N V-NY SHARES   2014-03-13 2020-05-26
27. UNILEVER N V-NY SHARES   2014-03-13 2020-06-08
167. UNILEVER N V-NY SHARES   2014-03-12 2020-07-09
130. UNILEVER N V-NY SHARES   2014-03-12 2020-08-06
191. UNILEVER N V-NY SHARES   2014-10-20 2020-08-07
10. WASTE MANAGEMENT INC   2020-03-19 2020-06-08
43. WASTE MANAGEMENT INC   2009-06-19 2020-10-29
17. WASTE MANAGEMENT INC   2020-03-19 2020-10-29
7. ZOETIS INC COM STK   2014-02-11 2020-06-08
7. ALLEGION PLC- COM STK   2019-04-05 2020-06-08
86. ALLEGION PLC- COM STK   2019-04-04 2020-12-09
18. LINDE PLC COM STK   2018-10-31 2020-06-08
36. LINDE PLC COM STK   2018-10-31 2020-06-09
85. PERRIGO CO PLC COM STK   2016-04-01 2020-06-08
37. ALCON INC COM STK   2019-09-23 2020-06-08
CAPITAL GAIN DIVIDENDS P    
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(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 12,378   13,031 -653
b 5,689   4,739 950
c 25,494   11,275 14,219
d 6,501   1,195 5,306
e 100,000   81,184 18,816
25,000   24,830 170
2,285   2,089 196
11,065   3,653 7,412
6,467   1,798 4,669
7,133   7,626 -493
7,133   7,564 -431
18,548   38,442 -19,894
2,621   2,249 372
3,284   2,687 597
9,278   6,246 3,032
1,763   1,322 441
2,650   1,469 1,181
2,744   975 1,769
3,789   2,130 1,659
647   592 55
4,106   4,237 -131
27,566   28,293 -727
5,106   4,417 689
3,756   624 3,132
6,197   1,199 4,998
10,293   2,138 8,155
3,812   771 3,041
2,640   442 2,198
1,298   870 428
4,476   2,653 1,823
9,186   4,662 4,524
4,172   2,142 2,030
9,604   4,385 5,219
3,963   1,824 2,139
621   581 40
3,087   1,234 1,853
2,890   2,588 302
6,997   2,702 4,295
5,633   3,397 2,236
3,122   1,863 1,259
11,506   5,897 5,609
4,708   2,313 2,395
1,128   572 556
1,993   1,929 64
576   303 273
90,305   91,497 -1,192
37,711   69,672 -31,961
2,488   2,278 210
7,217   2,495 4,722
1,339   1,183 156
3,118   1,410 1,708
1,629   705 924
53,407   21,960 31,447
27,321   23,204 4,117
6,431   5,631 800
4,438   3,291 1,147
17,578   12,112 5,466
9,697   6,324 3,373
8,301   5,796 2,505
3,839   3,569 270
207   198 9
7,022   6,833 189
1,713   1,457 256
2,704   2,303 401
662   558 104
7,137   7,803 -666
11,634   13,590 -1,956
10,203   6,172 4,031
12,000   7,193 4,807
15,961   11,056 4,905
3,450   3,983 -533
4,031   4,527 -496
2,637   2,307 330
4,438   6,078 -1,640
3,628   2,882 746
1,442   1,038 404
8,688   6,416 2,272
7,662   4,970 2,692
11,106   7,295 3,811
1,118   1,011 107
4,633   1,221 3,412
1,832   1,718 114
971   206 765
807   670 137
9,600   8,109 1,491
3,971   2,942 1,029
7,724   5,884 1,840
4,728   10,722 -5,994
2,317   2,214 103
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
      43,763
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       -653
b       950
c       14,219
d       5,306
e       18,816
      170
      196
      7,412
      4,669
      -493
      -431
      -19,894
      372
      597
      3,032
      441
      1,181
      1,769
      1,659
      55
      -131
      -727
      689
      3,132
      4,998
      8,155
      3,041
      2,198
      428
      1,823
      4,524
      2,030
      5,219
      2,139
      40
      1,853
      302
      4,295
      2,236
      1,259
      5,609
      2,395
      556
      64
      273
      -1,192
      -31,961
      210
      4,722
      156
      1,708
      924
      31,447
      4,117
      800
      1,147
      5,466
      3,373
      2,505
      270
      9
      189
      256
      401
      104
      -666
      -1,956
      4,031
      4,807
      4,905
      -533
      -496
      330
      -1,640
      746
      404
      2,272
      2,692
      3,811
      107
      3,412
      114
      765
      137
      1,491
      1,029
      1,840
      -5,994
      103
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 185,898
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 3,453
c All other domestic foundations enter 1.39% 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 3,453
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 3,453
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,995
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,995
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,542
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,542 RefundedBullet 11 0
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 the instructions
for the 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
    Yes
     
    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)
    bulletOH
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbullet  
    14
    The books are in care ofbulletBROWN BROTHERS HARRIMAN TR CO NA Telephone no.bullet (212) 493-8000

    Located atbullet140 BROADWAY 4TH FLOORNEW YORKNY ZIP+4bullet10005
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    JEANETTE BUNN TRUSTEE
    1     		0    
    3805 EDWARDS RD
    CINCINNATI,OH45209
    ANTHONY WOODWARD TRUSTEE
    1     		0    
    3805 EDWARDS RD
    CINCINNATI,OH45209
    BROWN BROTHERS HARRIMAN TR CO AGENT FOR TRUSTEE
    1     		26,022    
    140 BROADWAY 4TH FLOOR
    NEW YORK,NY10005
    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 (2020)
    Form 990-PF (2020)
    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.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    5,157,053
    b
    Average of monthly cash balances.......................
    1b
    211,026
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,368,079
    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
    5,368,079
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    80,521
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,287,558
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    264,378
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    264,378
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,453
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,453
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    260,925
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    260,925
    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
    260,925
    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
    258,522
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    258,522
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    258,522
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 260,925
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 231,952
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 258,522
    a Applied to 2019, but not more than line 2a 231,952
    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 2020 distributable amount..... 26,570
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		234,355
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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).)
    NONE
    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.
    NONE
    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 (2020)
    Form 990-PF (2020)
    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
    ENSEMBLE THEATER OF CINCINNATI
    1127 VINE STREET
    CINCINNATI,OH45202     		NONE CHARITY CHARITABLE 3,000
    FOREST PARK PROJECT
    PO BOX 868
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    NORTH CHICAGO COMM PARTNER
    855 SKOKIE HIGHWAY STE D
    LAKE BLUFF,IL60044     		NONE PC GENERAL PURPOSE 5,000
    LADD INC
    3603 VICTORY PARKWAY
    CINCINNATI,OH45229     		NONE PC GENERAL PURPOSE 2,000
    ELEANOR WHITMORE EARLY
    CHILDHOOD CENTER INC
    PO BOX 63
    EAST HAMPTON,NY11937     		NONE PC GENERAL PURPOSE 5,000
    GUARDIANS OF MARTIN COUNTY
    PO BOX 1489
    HOBE SOUND,FL33475     		NONE PC GENERAL PURPOSE 1,000
    FRANK COLLINS CADDIE
    SCHOLARSHIP TR
    50 OLD BEACH LANE
    EAST HAMPTON,NY11937     		NONE PC GENERAL PURPOSE 1,000
    RUSH UNIVERSITY MEDICAL CENTER
    1700 WEST VAN BUREN STREET SUIT
    CHICAGO,IL60612     		NONE PC GENERAL PURPOSE 3,500
    JUPITER MEDICAL CENTER FDN
    1210 S OLD DIXIE HWY
    JUPITER,FL33458     		NONE PC GENERAL PURPOSE 5,000
    HOBE SOUND COMMUNITY CHEST INC
    PO BOX 511
    HOBE SOUND,FL33475     		NONE PC GENERAL PURPOSE 5,000
    THE EVERGLADES FOUNDATION INC
    18001 OLD CUTLER ROAD
    PALMETTO BAY,FL33157     		NONE PC GENERAL PURPOSE 2,500
    ST GEORGE'S SCHOOL
    PO BOX 1910
    NEWPORT,RI028400190     		NONE PC GENERAL PURPOSE 1,000
    THE CONSERVATION FUND
    1655 N FORT MYER DRIVE SUITE 1
    ARLINGTON,VA22209     		NONE PC GENERAL PURPOSE 2,500
    EAST HAMPTON HEALTHCARE FOUNDATI
    200 PANTIGO PL STE M
    EAST HAMPTON,NY11937     		NONE PC GENERAL PURPOSE 10,000
    LOAVES AND FISHES OF HOBE SOUND
    9307 SE OLYMPUS ST
    HOBE SOUND,FL33455     		NONE PC GENERAL PURPOSE 500
    CENTER FOR ADDICTION TREATMENT
    830 EZZARD CHARLES DRIVE
    CINCINNATI,OH45214     		NONE PC GENERAL PURPOSE 2,000
    CARBON FUND
    853 MAIN STREET
    EAST AURORA,NY14052     		NONE PC GENERAL PURPOSE 720
    NATIONAL YOUNG FARMERS COALITION
    PO BOX 1074
    HUDSON,NY12534     		NONE PC GENERAL PURPOSE 1,000
    FOOD FOR FREE COMMITTEES INC
    11 INMAN STREET
    CAMBRIDGE,MA02139     		NONE PC GENERAL PURPOSE 250
    HOBE SOUND NATURE CENTER
    PO BOX 214
    HOBE SOUND,FL33475     		NONE PC GENERAL PURPOSE 1,000
    BOWDOIN
    4100 COLLEGE STATION
    BRUNSWICK,ME04011     		NONE PC GENERAL SUPPORT 500
    INDIAN HILL HISTORICAL SOCIETY
    8100 GIVEN ROAD
    INDIAN HILL,OH45243     		NONE PC GENERAL SUPPORT 2,500
    ST CHRYSOSM'S EPISCOPAL CHURCH
    1424 N DEARBORN
    CHICAGO,IL60010     		NONE PC GENERAL SUPPORT 1,000
    INDIAN HILL CHURCH
    6000 DRAKE ROAD
    CINCINNATI,OH45243     		NONE PC GENERAL SUPPORT 1,500
    CHURCH OF THE HOLY SPIRIT
    400 EAST WASTMINSTER ROAD
    LAKE FOREST,IL60045     		NONE PC GENERAL PURPOSE 2,500
    PROCTOR ACADEMY
    PO BOX 389
    ANDOVER,NH03216     		NONE PC GENERAL SUPPORT 1,000
    CARROLL SCHOOL CORP
    25 BAKER BRIDGE ROAD
    LINCOLN,MA01773     		NONE PC GENERAL SUPPORT 1,000
    PACKER COLLEGIATE INSTITUTE
    170 JORALEMON STREET
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 1,000
    LADIES VILLAGE OF IMPROVEMENT
    SOCIETY OF EAST HAMPTON NY
    95 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PC GENERAL SUPPORT 1,000
    PECONIC LAND TRUST
    PO BOX 1776
    SOUTHAMPTON,NY11969     		NONE PC GENERAL SUPPORT 6,500
    AMAGANSETT FIRE DEPARTMENT
    439 MAIN STREET
    AMAGANSETT,NY11930     		NONE PC GENERAL SUPPORT 4,000
    AMAGANSETT FREE LIBRARY
    215 MAIN STREET
    AMAGANSETT,NY11930     		NONE PC GENERAL SUPPORT 2,000
    AMAGANSETT VILLAGE IMPROVEMENT
    SOCIETY
    PO BOX 611
    AMAGANSETT,NY11930     		NONE PC GENERAL SUPPORT 1,000
    EAST HAMPTON HISTORICAL SOCIETY
    101 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PC GENERAL SUPPORT 1,000
    CONVENT OF THE SACRED HEART
    1 EAST 91ST STREET
    NEW YORK,NY10128     		NONE PC GENERAL 500
    NATIONAL RESOURCES DEFENSE
    COUNCIL
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NONE PC GENERAL SUPPORT 1,500
    TEACH FOR AMERICA
    315 WEST 36TH STREET SUITE 1200
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 5,000
    GROUP FOR THE EAST END
    PO BOX 1792
    SOUTHOLD,NY11971     		NONE PC GENERAL SUPPORT 2,000
    GOLISANO CHILDREN'S HOSPITAL
    601 ELMWOOD AVE
    ROCHESTER,NY14642     		NONE PC GENERAL SUPPORT 2,500
    US SQUASH
    555 EIGHTH AVENUE SUITE 1102
    NEW YORK,NY100184311     		NONE PC GENERAL SUPPORT 1,250
    PLANNED PARENTHOOD FEDERATION
    OF AMERICA
    PO BOX 96735
    WASHINGTON,DC20077     		NONE PC GENERAL SUPPORT 3,000
    SQUASH AND EDUCATION ALLIANCE
    555 EIGHTH AVE SUITE 1102
    NEW YORK,NY100184311     		NONE PC GENERAL PURPOSE 500
    ANNE K TAYLOR FUND
    2724 ARVIN ROAD
    BILLINGS,MT59102     		NONE PC GENERAL SUPPORT 500
    TAFT MUSEUM OF ART
    PO BOX 631419
    CINCINNATI,OH456231419     		NONE PC GENERAL SUPPORT 2,000
    LAWRENCEVILLE SCHOOL
    PO BOX 6125
    LAWRENCEVILLE,NJ08648     		NONE PC GENERAL SUPPORT 9,150
    LAKE FOREST-LAKE BLUFF
    HISTORICAL SOCIETY
    361 EAST WESTMINSTER
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    HEIGHTS AND HILLS
    57 WILLOUGHBY STREET 4TH FLOOR
    BROOKLYN,NY11201     		NONE PC GENERAL SUPPORT 250
    GUILD HALL ANNUAL FUND
    158 MAIN STREET
    EAST HAMPTON,NY11937     		NONE PC GENERAL SUPPORT 500
    PAVE SCHOOLS
    732 HENRY STREET
    BROOKLYN,NY11231     		NONE PC GENERAL SUPPORT 500
    FRIEND OF THE LITTLE MIAMI STATE PARK
    9375 MASON MONTGOMERY
    MASON,OH45040     		NONE PC GENERAL SUPPORT 2,000
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 10,000
    BOYS AND GIRLS CLUB OF GREATER
    CINCINNATI
    600 DALTON AVENUE
    CINCINNATI,OH45203     		NONE PC GENERAL SUPORT 3,000
    BEECHWOOD HOME
    2140 POGUE AVENUE
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 3,000
    CINCINNATI ZOO AND BOTANICAL
    GARDENS
    3400 VINE STREET
    CINCINNATI,OH45220     		NONE PC GENERAL SUPPORT 10,000
    MERCHANTILE LIBRARY
    414 WALNUT ST STE 1100
    CINCINNATI,OH45202     		NONE PC GENERAL PURPOSE 2,000
    CIVIC GARDEN OF GREATER CINCINNATI
    2715 READING ROAD
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 3,000
    CINCINNATI PLAYHOUSE IN THE PARK
    ANNUAL FUND
    962 MT ADAMS CIRCLE
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 3,000
    STEPPING STONES CENTER FOR
    HANDICAPPED
    5650 GIVEN ROAD
    CINCINATTI,OH45243     		NONE PC GENERAL SUPPORT 4,000
    PROSPECT HOUSE INC
    682 HAWTHORNE AVENUE
    CINCINNATI,OH45205     		NONE PC GENERAL SUPPORT 20,000
    CINCINNATI CHILDREN'S HOSPITAL
    3333 BURNET AVE MLC 9002
    CINCINNATI,OH45229     		NONE PC GENERAL SUPPORT 3,000
    SHELTERHOUSE VOLUNTEER GROUP
    P O BOX 643924
    CINCINNATI,OH452643924     		NONE PC GENERAL PURPOSE 1,000
    RONALD MCDONALD HOUSE OF
    GREATER CINCINNATI
    350 ERKENBRECHER AVENUE
    CINCINNATI,OH45229     		NONE PC GENERAL SUPPORT 2,000
    CINCINNATI HISTORICAL SOCIETY
    1301 WESTERN AVENUE
    CINCINNATI,OH45203     		NONE PC GENERAL SUPPORT 3,000
    FIRST STEP HOME
    2203 FULTON STREET
    CINCINNATI,OH45206     		NONE PC GENERAL SUPPORT 4,000
    CINCINNATI PARKS FOUNDATION
    950 EDEN PARK DRIVE
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 3,000
    CAP ELEUTHERA FOUNDATION
    PO BOX 842484
    BOSTON,MA02284     		NONE PC GENERAL SUPPORT 1,500
    CINCINNATI OBSERVATORY
    3489 OBSERVATORY PLACE
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 2,000
    CARDINAL LAND CONSERVANCY
    790 GARFIELD AVE
    MILFORD,OH45150     		NONE PC GENERAL SUPPORT 4,000
    CINCINNATI PRESERVATION ASSOCIATION
    342 WEST 4TH STREET
    CINCINNATI,OH45202     		NONE PC GENERAL SUPPORT 10,000
    SOCIETY OF COLONIAL WARS STATE OF OHIO
    8430 SHAWNEE RUN ROAD
    CINCINNATI,OH45243     		NONE PC GENERAL SUPPORT 5,000
    CINCINNATI NATURE CENTER
    4949 TEALTOWN ROAD
    MILFORD,OH45150     		NONE PC GENERAL SUPPORT 8,000
    LONGHOUSE RESERVES
    133 HANDS CREEK ROAD
    EAST HAMPTON,NY11930     		NONE PC GENERAL SUPPORT 2,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK ROAD
    GLENCOE,IL60022     		NONE PC GENERAL SUPPORT 1,000
    WINDOW TO THE WORLD
    COMMUNICATIONS INC
    5400 NORTH SAINT LOUIS AVENUE
    CHICAGO,IL60625     		NONE PC GENERAL SUPPORT 1,000
    LAKE FOREST PRESERVATION
    FOUNDATION
    400 EAST ILLINOIS ROAD
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    WBEZ CHICAGO PUBLIC MEDIA INC
    848 EAST GRAND AVENUE NAVY PIER
    CHICAGO,IL60611     		NONE PC GENERAL SUPPORT 1,000
    LAKE FOREST OPEN LANDS
    350 NORTH WAUKEGAN ROAD
    LAKE FOREST,IL60045     		NONE PC GENERAL SUPPORT 1,000
    THE ROYAL OAK FOUNDATION
    35 WEST 35TH STREET SUITE 1200
    NEW YORK,NY10001     		NONE PC GENERAL SUPPORT 3,000
    UNIVERSITY OF VIRGINIA
    DARDEN SCHOOL FOUNDATION
    PO BOX 400894
    CHARLOTTESVILLE,VA229043015     		NONE PC GENERAL SUPPORT 2,000
    DUKE UNIVERSITY
    710 W MAIN STREET SUITE 200
    DURHAM,NC27701     		NONE PC GENERAL SUPPORT 130
    OCEARCH
    1790 BONAZA DRIVE
    PARK CITY,UT84060     		NONE PC GENERAL SUPPORT 1,000
    LAKE COUNTY COMMUNITY FUND
    114 SOUTH GENESSEE ST SUITE 505
    WAUKEGAN,IL60085     		NONE PC GENERAL SUPPORT 2,000
    LEWIS AND CLARK COLLEGE
    0615 SW PALATINE HILL ROAD
    PORTLAND,OR972197899     		NONE PC GENERAL SUPPORT 750
    Total .................................bullet 3a 232,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 77,920  
    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 ............     		    18 185,898  
    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)..   263,818  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    263,818
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    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
    2020
    Name of the organization
    WOODWARD FAMILY FOUNDATION
     
    Employer identification number

    36-7015446
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WOODWARD FAMILY FOUNDATION
          		Employer identification number
    36-7015446
    Part I
    Contributors
    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
    WOODWARD CLAT
     
    140 BROADWAY 4TH FLOOR
     
    NEW YORK, NY10005

    		$ 137,295


    (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.)
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WOODWARD FAMILY FOUNDATION
          		Employer identification number

    36-7015446
    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
     
    		$    
    (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
     
    		$    
    (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
     
    		$    
    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WOODWARD FAMILY FOUNDATION
          		Employer identification number

    36-7015446
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 500     500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BBH LIMITED DURATION FD CL I 530,064 543,326
    BBH INCOME FD 266,260 285,179

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DELAWARE US GROWTH FD    
    OAKMARK FUND    
    VANGUARD INSTL INDEX FD 67,650 264,593
    BED BATH & BEYOND INC    
    COMCAST CORP CL A 7,080 52,924
    DISCOVERY COMMUNICATIONS    
    LIBERTY INTERACTIVE CORP    
    DIAGEO PLC-SPONS ADR 20,913 56,536
    NESTLE S A SPONS ADR 11,731 37,107
    UNILEVER N V-NY SHS    
    WAL-MART STORES INC    
    AKRE FOCUS FUND 360,211 666,568
    KROGER CO COM STK    
    GQG PART EMERG MTS 234,700 332,960
    SELECT REAL ESTATE    
    BERKSHIRE HATHAWAY CL B 28,269 116,631
    PROGRESSIVE CORP OHIO 38,699 51,714
    U S BANCORP    
    WELLS FARGO & CO    
    DENTSPLY SIRONA INC    
    NOVARTIS AG-ADR    
    HENRY SCHEIN INC 33,049 51,282
    ZOETIS INC 16,267 92,349
    AMAZON COM INC 72,674 74,909
    WASTE MANAGEMENT 7,920 32,902
    ALPHABET INC CL C 20,590 124,383
    MICROSOFT CORP    
    ORACLE CORP 37,869 65,078
    PAYPAL HOLDINGS    
    QUALCOMM INC    
    CELANESE CORP 16,660 52,496
    PRAXAIR INC    
    LONGLEAF PRTNRS SMALL CAP FD    
    BBH INTL EQUITY FD CL N    
    LIBERTY GLOBAL PLC    
    PERRIGO CO PLC 53,327 26,474
    NIELSEN HLDGS PLC    
    FLEETCOR TECH INC 32,563 68,480
    ALPS SER- CLARKSTON FOUNDERS 470,612 626,710
    SABRE CORP COM STK    
    BROWN-FORMAN CORP CLASS B COMM 34,510 58,381
    DOLAR GENERAL CORP COM STK    
    QURATE RETAIL INC. SERIES A CO    
    COPART INC COM STK 33,559 84,367
    ALLEGION PLC-COM STK 34,836 48,647
    KLA-TENCOR CORP 17,842 46,345
    LINDE PLC COM STK 56,872 85,904
    PARTNERS FUND FOUNDERS CL    
    BOOKING HOLDINGS 30,980 37,864
    BRIGHT HORIZONS FAMILY    
    COLGATE PALMOLIVE 37,633 50,451
    COSTCO 22,114 37,301
    ARTHUR J GALLAGHER 64,596 87,463
    ALCON INC 56,281 74,096
    AO SMITH CORP 42,437 51,750
    MASTERCARD INC 66,468 91,020
    DOLLAR GENERAL CORP COM STK 19,747 41,009
    NIKE INC CL B 34,820 60,266
    STARBUCKS CORP 35,219 41,294
    BAXTER INTL INC 45,991 48,064
    THERMO FISHER SCIENTIFIC INC 34,418 36,797
    VISA INC- CL.A SHARES 33,050 36,965
    BBH PARTNER FUND - 821,290 1,194,239
    GRACO INC COMMON STOCK 18,559 19,462

    TY 2020 OtherDecreasesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Description Amount
    LATE PAYMENT PENALTY 200
    MUTUAL FUND TIMING DIFFERENCE 1


    TY 2020 OtherExpensesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 200 200   0
    OTHER EXPENSE (NON-DEDUCTIBLE 16 16   0


    TY 2020 OtherIncreasesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Description Amount
    PRIOR YEAR GRANT ADJUSTMENT 3,500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 12,826 12,826    


    TY 2020 TaxesSchedule
    Name:
    WOODWARD FAMILY FOUNDATION
    EIN:
    36-7015446
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 5,000 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,920 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,804 1,804   0
    FOREIGN TAXES ON NONQUALIFIED 563 563   0