Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WOODWARD FAMILY CHARITABLE 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,097,365J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 98,064 98,064  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 107,374
b Gross sales price for all assets on line 6a 335,525
7 Capital gain net income (from Part IV, line 2)... 107,374
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........ 342,733 205,438  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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
List of Attached Documents:
// Content
500 0 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
40,658 13,215   27,443
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,851 2,481   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
List of Attached Documents:
// Content
207 207    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,216 15,903 0 27,943
25 Contributions, gifts, grants paid....... 258,912 258,912
26 Total expenses and disbursements. Add lines 24 and 25 306,128 15,903 0 286,855
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,605
b Net investment income (if negative, enter -0-) 189,535
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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 Savings and temporary cash investments......... 329,588 547,221 547,221
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 3,706,590 Click to see attachment
List of Attached Documents:
// Content
3,530,566 		4,672,984
c Investments—corporate bonds (attach schedule)....... 906,041 Click to see attachment
List of Attached Documents:
// Content
906,041 		877,160
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,942,219 4,983,828 6,097,365
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,942,219 4,983,828
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)..... 4,942,219 4,983,828
30 Total liabilities and net assets/fund balances (see instructions). 4,942,219 4,983,828
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
4,942,219
2
Enter amount from Part I, line 27a .....................
2
36,605
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,004
4
Add lines 1, 2, and 3 ..........................
4
4,983,828
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,983,828
Form 990-PF (2023)
Form 990-PF (2023)
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 18. ADOBE INC   2022-05-10 2023-06-16
b 5. ADOBE INC   2022-05-10 2023-09-13
c 77. ALPHABET INC CL C   2012-01-23 2023-01-30
d 59. ALPHABET INC CL C   2012-01-23 2023-05-25
e 2. BOOKING HOLDINGS INC COM STK     2023-05-03
3. CELANESE CORP COM STK   2022-11-02 2023-05-11
59. CELANESE CORP COM STK     2023-05-11
9. CELANESE CORP COM STK   2022-11-02 2023-05-12
24. CELANESE CORP COM STK     2023-05-12
15. CELANESE CORP COM STK   2012-05-14 2023-06-29
18. CELANESE CORP COM STK     2023-07-03
41. CELANESE CORP COM STK   2012-05-18 2023-07-07
34. CELANESE CORP COM STK     2023-07-10
28. CELANESE CORP COM STK     2023-07-11
24. CELANESE CORP COM STK   2012-07-26 2023-07-12
13. CELANESE CORP COM STK     2023-07-14
15. CELANESE CORP COM STK   2012-07-25 2023-07-17
17. CELANESE CORP COM STK   2012-07-25 2023-07-18
18. CELANESE CORP COM STK   2012-07-25 2023-07-20
11. CELANESE CORP COM STK   2012-07-25 2023-07-21
16. CELANESE CORP COM STK   2012-07-25 2023-07-24
74. COPART INC COM STK   2018-10-10 2023-03-30
66. COPART INC COM STK     2023-05-24
61. COPART INC COM STK   2018-12-04 2023-08-09
165. COPART INC COM STK   2018-12-04 2023-11-13
62. COPART INC COM STK     2023-11-14
16. COSTCO WHOLESALE CORP     2023-10-25
15. COSTCO WHOLESALE CORP   2019-01-02 2023-12-19
84. DOLLAR GENERAL CORP COM STK     2023-08-29
63. DOLLAR GENERAL CORP COM STK     2023-08-30
14. ARTHUR J GALLAGHER & CO   2019-07-30 2023-01-09
28. ARTHUR J GALLAGHER & CO   2019-07-30 2023-04-19
37. ARTHUR J GALLAGHER & CO     2023-10-25
67. GRACO INC COMMON STOCK   2021-01-28 2023-06-28
3. GRACO INC COMMON STOCK   2022-08-15 2023-06-29
16. GRACO INC COMMON STOCK   2021-01-28 2023-06-29
23. GRACO INC COMMON STOCK     2023-07-05
35. GRACO INC COMMON STOCK   2022-08-19 2023-07-06
18. GRACO INC COMMON STOCK   2022-08-19 2023-07-07
26. GRACO INC COMMON STOCK   2020-12-16 2023-07-07
22. GRACO INC COMMON STOCK   2020-12-16 2023-07-10
49. GRACO INC COMMON STOCK     2023-07-11
23. GRACO INC COMMON STOCK   2020-12-11 2023-07-12
23. GRACO INC COMMON STOCK     2023-07-14
22. GRACO INC COMMON STOCK   2021-01-29 2023-07-17
25. GRACO INC COMMON STOCK   2021-01-29 2023-07-18
16. GRACO INC COMMON STOCK     2023-07-19
23. GRACO INC COMMON STOCK   2020-12-10 2023-07-20
31. GRACO INC COMMON STOCK   2020-12-10 2023-07-21
38. GRACO INC COMMON STOCK     2023-07-24
32. GRACO INC COMMON STOCK   2020-12-09 2023-07-25
17. KLA CORPORATION   2022-01-28 2023-01-11
10. KLA CORPORATION   2023-05-03 2023-11-28
2. KLA CORPORATION     2023-11-28
25. MASTERCARD INCORPORATED   2021-11-16 2023-01-10
25. MASTERCARD INCORPORATED     2023-05-03
37. PROGRESSIVE CORP OHIO   2020-05-26 2023-01-09
24. PROGRESSIVE CORP OHIO   2020-05-26 2023-03-30
277. SIGNATURE BANK COM STK     2023-03-28
39. AO SMITH CORP COM STK   2019-12-10 2023-06-29
38. AO SMITH CORP COM STK     2023-07-05
25. AO SMITH CORP COM STK   2019-08-07 2023-07-06
47. AO SMITH CORP COM STK   2019-08-07 2023-07-07
61. AO SMITH CORP COM STK   2019-08-07 2023-07-10
57. AO SMITH CORP COM STK     2023-07-11
23. AO SMITH CORP COM STK   2019-08-14 2023-07-12
29. AO SMITH CORP COM STK     2023-07-14
23. AO SMITH CORP COM STK   2019-08-06 2023-07-17
31. AO SMITH CORP COM STK     2023-07-18
34. AO SMITH CORP COM STK   2019-08-05 2023-07-20
40. AO SMITH CORP COM STK   2019-08-05 2023-07-21
39. AO SMITH CORP COM STK   2019-08-05 2023-07-24
40. AO SMITH CORP COM STK   2019-08-05 2023-07-25
14. ALCON INC COM STK   2022-09-30 2023-08-02
15. ALCON INC COM STK   2022-09-30 2023-08-03
3. ALCON INC COM STK   2022-09-30 2023-08-04
11. ALCON INC COM STK     2023-08-04
17. ALCON INC COM STK   2019-12-04 2023-08-07
14. ALCON INC COM STK   2019-12-04 2023-08-09
21. ALCON INC COM STK   2019-12-04 2023-08-10
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 8,933   7,088 1,845
b 2,754   1,969 785
c 7,543   1,121 6,422
d 7,362   859 6,503
e 5,324   4,215 1,109
305   289 16
5,991   8,956 -2,965
909   867 42
2,425   1,059 1,366
1,713   661 1,052
2,116   761 1,355
4,800   1,640 3,160
3,963   1,359 2,604
3,317   1,087 2,230
2,926   889 2,037
1,557   481 1,076
1,811   554 1,257
2,090   628 1,462
2,194   665 1,529
1,329   407 922
1,944   591 1,353
5,447   1,868 3,579
5,712   1,666 4,046
5,335   1,533 3,802
8,000   2,074 5,926
3,081   761 2,320
8,799   4,446 4,353
10,146   3,062 7,084
13,014   9,993 3,021
9,813   6,158 3,655
2,681   1,285 1,396
5,744   2,569 3,175
8,548   3,380 5,168
5,694   4,749 945
257   211 46
1,372   1,134 238
1,941   1,619 322
2,908   2,462 446
1,506   1,266 240
2,175   1,825 350
1,868   1,544 324
4,182   3,423 759
1,979   1,604 375
1,982   1,602 380
1,923   1,530 393
2,187   1,739 448
1,397   1,096 301
1,998   1,570 428
2,679   2,117 562
3,280   2,580 700
2,767   2,172 595
7,076   6,086 990
5,472   3,832 1,640
1,094   670 424
9,242   9,218 24
9,428   8,290 1,138
4,891   2,745 2,146
3,428   1,780 1,648
48   57,583 -57,535
2,821   1,765 1,056
2,701   1,716 985
1,758   1,127 631
3,334   2,118 1,216
4,399   2,749 1,650
4,172   2,552 1,620
1,692   1,029 663
2,150   1,292 858
1,727   1,022 705
2,360   1,370 990
2,595   1,476 1,119
3,040   1,737 1,303
2,942   1,693 1,249
3,012   1,737 1,275
1,151   821 330
1,232   880 352
246   176 70
902   613 289
1,394   945 449
1,145   778 367
1,721   1,167 554
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
      48,631
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       1,845
b       785
c       6,422
d       6,503
e       1,109
      16
      -2,965
      42
      1,366
      1,052
      1,355
      3,160
      2,604
      2,230
      2,037
      1,076
      1,257
      1,462
      1,529
      922
      1,353
      3,579
      4,046
      3,802
      5,926
      2,320
      4,353
      7,084
      3,021
      3,655
      1,396
      3,175
      5,168
      945
      46
      238
      322
      446
      240
      350
      324
      759
      375
      380
      393
      448
      301
      428
      562
      700
      595
      990
      1,640
      424
      24
      1,138
      2,146
      1,648
      -57,535
      1,056
      985
      631
      1,216
      1,650
      1,620
      663
      858
      705
      990
      1,119
      1,303
      1,249
      1,275
      330
      352
      70
      289
      449
      367
      554
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 107,374
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
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 right arrow 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) 1 2,635
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,635
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 2,635
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,524
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 1,524
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,111
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrow  
14
The books are in care ofright arrowBROWN BROTHERS HARRIMAN TR CO NA Telephone no.right arrow (212) 493-8000

Located atright arrow140 BROADWAY 7TH FLOORNEW YORKNY ZIP+4right arrow10005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
5,322,458
b
Average of monthly cash balances.......................
1b
447,488
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,769,946
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
5,769,946
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
86,549
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,683,397
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
284,170
Part X
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 IX, line 6..................
1
284,170
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,635
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,635
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
281,535
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
286,535
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 XII, line 1 ...
7
286,535
Part XI
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
286,855
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
286,855
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 286,535
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 248,823
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 286,855
a Applied to 2022, but not more than line 2a 248,823
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 2023 distributable amount..... 38,032
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		248,503
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

UNICEF

125 MAIDEN LANE
NEW YORK,NY10038 		NONE PC GENERAL SUPPORT 500

NORMAN BIRD SANCTUARY

583 THIRD BEACH RD
MIDDLETOWN,RI02842 		NONE PC GENERAL SUPPORT 100

PENNY'S FLIGHT FOUNDATION

65 DUCK POND RD
GLEN COVE,NY11542 		NONE PC GENERAL OPERATING 1,475

CIVIC GARDEN CENTER OF GREATER
CINCINNATI
2715 READING RD
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 4,000

RUNWAY FOR RECOVERY

14 INN ST
NEWBURYPORT,MA01950 		NONE PC GENERAL PURPOSE 750

PLANNED PARENTHOOD OF SOUTH FL

2300 N FLORIDA MANGO RD
WEST PALM BEACH,FL33409 		NONE PC GENERAL SUPPORT 10,000

FOOD PROJECT

10 LEWIS STREET
LINCOLN,MA01773 		NONE PC GENERAL SUPPORT 750

LONGHOUSE RESERVE

133 HANDS CREEK ROAD
EAST HAMPTON,NY11930 		NONE PC GENERAL SUPPORT 2,000

THE HT40 FOUNDATION

170 RIDGE ACRES RD
DARIEN,CT06820 		NONE PC GENERAL PURPOSE 1,350

STREETSQUASH

40 WEST 116TH ST
NEW YORK,NY10026 		NONE PC GENERAL PURPOSE 125

NORTH CHICAGO COMM PARTNER

855 SKOKIE HIGHWAY STE D
LAKE BLUFF,IL60044 		NONE PC GENERAL PURPOSE 2,500

CLEAN OCEAN ACCESS

985 AQUIDNECK AVE
MIDDLETOWN,RI02842 		NONE PC GENERAL PURPOSE 100

AQUIDNECK LAND TRUST

790 AQUIDNECK AVE
MIDDLETOWN,RI02842 		NONE PC GENERAL PURPOSE 200

ZUMIX

260 SUMNER ST
EAST BOSTON,MA02128 		NONE PC GENERAL PURPOSE 150

ST LEONARD'S MINISTRIES

2100 W WARREN BLVD
CHICAGO,IL60612 		NONE PC GENERAL PURPOSE 1,000

THE BANNER LAKE CLUB INC

PO BOX 1875
HOBE SOUND,FL33475 		NONE PC GENERAL PURPOSE 7,500

LADD INC

3603 VICTORY PARKWAY
CINCINNATI,OH45229 		NONE PC GENERAL PURPOSE 2,412

SHEDD AQUARIUM

1200 S DUSABLE LAKE SHORE DR
CHICAGO,IL60605 		NONE PC GENERAL PURPOSE 500

GUARDIANS OF MARTIN COUNTY

PO BOX 1489
HOBE SOUND,FL33475 		NONE PC GENERAL PURPOSE 4,000

JUPITER MEDICAL CENTER FDN

1210 S OLD DIXIE HWY
JUPITER,FL33458 		NONE PC GENERAL PURPOSE 2,500

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD
PALMETTO BAY,FL33157 		NONE PC GENERAL PURPOSE 3,000

ST GEORGE'S SCHOOL

PO BOX 1910
NEWPORT,RI028400190 		NONE PC GENERAL PURPOSE 1,100

THE CONSERVATION FUND

1655 N FORT MYER DRIVE SUITE 1
ARLINGTON,VA22209 		NONE PC GENERAL PURPOSE 4,000

CENTER FOR ADDICTION TREATMENT

830 EZZARD CHARLES DRIVE
CINCINNATI,OH45214 		NONE PC GENERAL PURPOSE 2,000

FOOD FOR FREE COMMITTEES INC

11 INMAN STREET
CAMBRIDGE,MA02139 		NONE PC GENERAL PURPOSE 1,000

HOBE SOUND NATURE CENTER

PO BOX 214
HOBE SOUND,FL33475 		NONE PC GENERAL PURPOSE 500

GARDEN CLUB OF EAST HAMPTON INC

PO BOX 879
EAST HAMPTON,NY11937 		NONE PC GENERAL 500

THE CONVERSATION US

303 WYMAN ST SUITE 300
WALTHAM,MA02451 		NONE PC GENERAL 750

HOBE SOUND COMMUNITY CHEST

11450 SE DIXIE HWY
HOBE SOUND,FL33455 		NONE PC GENERAL 10,000

ORANGUTAN OUTREACH

PO BOX 833
HUDSON,NY12534 		NONE PC GENERAL 2,500

1000 FRIENDS OF FLORIDA

308 N MONROE ST
TALLAHASSEE,FL32301 		NONE PC GENERAL 1,000

UNIVERSITY OF ROCHESTER
CHRISTINE M BURNS CARES CENTER
PO BOX 270032
ROCHESTER,NY14627 		NONE PC GENERAL 5,000

UNCOMMON ORG INC

PO BOX 2281
AMAGANSETT,NY11930 		NONE PC GENERAL 1,000

THE CHICAGO COMMUNITY TRUST

33 S STATE ST STE 750
CHICAGO,IL60603 		NONE PC GENERAL OPERATING 500

HOBE SOUND EARLY LEARNING CENTER

11580 SE GOMEZ AVE
HOBE SOUND,FL33455 		NONE PC GENERAL 1,000

350ORG

PO BOX 843004
BOSTON,MA022843004 		NONE PC GENERAL OPERATING 2,500

ALLIANCE FOR THE GREAT LAKES

150 N MICHIGAN AVE
CHICAGO,IL60601 		NONE PC GENERAL 500

CRADLES TO CRAYONS CHICAGO

PO BOX 10693
CHICAGO,IL60674 		NONE PC GENERAL 500

LINCOLN PARK CONSERVANCY

2430 N CANNON DRIVE
CHICAGO,IL60614 		NONE PC GENERAL 500

LINCOLN PARK ZOO

2001 N CLARK ST
CHICAGO,IL60614 		NONE PC GENERAL 1,000

SCAN-HARBOR

345 EAST 102ND ST
NEW YORK,NY10029 		NONE PC GENERAL 500

PLANNED PARENTHOOD OF IL

17 N STATE STREET
CHICAGO,IL60602 		NONE PC GENERAL 1,000

AMBER WAVES FARM

367 MAIN STREET
AMAGANSETT,NY11930 		NONE PC GENERAL 1,500

ST ANDREWS SCHOOL OF DELAWARE INC

350 NOXONTOWN RD
MIDDLETOWN,DE19709 		NONE PC GENERAL 250

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 3,000

INDIAN HILL CHURCH

6000 DRAKE ROAD
CINCINNATI,OH45243 		NONE PC GENERAL SUPPORT 5,000

PROCTOR ACADEMY

PO BOX 389
ANDOVER,NH03216 		NONE PC GENERAL SUPPORT 1,000

BABSON COLLEGE

231 FOREST STREET
BABSON PARK,MA02457 		NONE PC SCHOLARSHIP 750

CARROLL SCHOOL CORP

25 BAKER BRIDGE ROAD
LINCOLN,MA01773 		NONE PC GENERAL SUPPORT 1,100

PECONIC LAND TRUST

PO BOX 1776
SOUTHAMPTON,NY11969 		NONE PC GENERAL SUPPORT 15,100

AMAGANSETT FREE LIBRARY

215 MAIN STREET
AMAGANSETT,NY11930 		NONE PC GENERAL SUPPORT 4,000

AMAGANSETT VILLAGE IMPROVEMENT
SOCIETY
PO BOX 611
AMAGANSETT,NY11930 		NONE PC GENERAL SUPPORT 1,000

CONVENT OF THE SACRED HEART

1 EAST 91ST STREET
NEW YORK,NY10128 		NONE PC GENERAL 3,050

NATIONAL RESOUCES DEFENSE COUNCIL

40 WEST 20TH STREET
NEW YORK,NY10011 		NONE PC GENERAL OPERATING 2,500

GROUP FOR THE EAST END

PO BOX 1792
SOUTHOLD,NY11971 		NONE PC GENERAL SUPPORT 2,000

US SQUASH

555 EIGHTH AVENUE SUITE 1102
NEW YORK,NY100184311 		NONE PC GENERAL SUPPORT 250

SQUASH AND EDUCATION ALLIANCE

555 EIGHTH AVE SUITE 1102
NEW YORK,NY100184311 		NONE PC GENERAL PURPOSE 250

ANNE K TAYLOR FUND

2724 ARVIN ROAD
BILLINGS,MT59102 		NONE PC GENERAL SUPPORT 5,000

LAWRENCEVILLE SCHOOL

PO BOX 6125
LAWRENCEVILLE,NJ08648 		NONE PC GENERAL SUPPORT 13,250

HEIGHTS AND HILLS

57 WILLOUGHBY STREET 4TH FLOOR
BROOKLYN,NY11201 		NONE PC GENERAL SUPPORT 1,125

FRIEND OF THE LITTLE MIAMI STATE PARK

9375 MASON MONTGOMERY
MASON,OH45040 		NONE PC GENERAL SUPPORT 3,000

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 2,000

BEECHWOOD HOME

2140 POGUE AVENUE
CINCINNATI,OH45208 		NONE PC GENERAL SUPPORT 4,000

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 3,000

CINCINNATI PLAYHOUSE IN THE PARK
ANNUAL FUND
962 MT ADAMS CIRCLE
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 2,000

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 8,000

CINCINNATI CHILDREN'S HOSPITAL

3333 BURNET AVE MLC 9002
CINCINNATI,OH45229 		NONE PC GENERAL SUPPORT 10,000

RONALD MCDONALD HOUSE OF
GREATER CINCINNATI
350 ERKENBRECHER AVENUE
CINCINNATI,OH45229 		NONE PC GENERAL SUPPORT 3,000

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 3,000

CINCINNATI PARKS FOUNDATION

950 EDEN PARK DRIVE
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 4,000

CAP ELEUTHERA FOUNDATION

PO BOX 842484
BOSTON,MA02284 		NONE PC GENERAL SUPPORT 500

CINCINNATI OBSERVATORY

3489 OBSERVATORY PLACE
CINCINNATI,OH45208 		NONE PC GENERAL SUPPORT 3,000

CARDINAL LAND CONSERVANCY

790 GARFIELD AVE
MILFORD,OH45150 		NONE PC GENERAL SUPPORT 8,000

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 10,000

WINDOW TO THE WORLD
COMMUNICATIONS INC
5400 NORTH SAINT LOUIS AVENUE
CHICAGO,IL60625 		NONE PC GENERAL 500

WBEZ CHICAGO PUBLIC MEDIA INC

848 EAST GRAND AVENUE NAVY PIER
CHICAGO,IL60611 		NONE PC GENERAL SUPPORT 500

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

CITY SQUASH INC

PO BOX 619
BRONX,NY10458 		NONE PC GENERAL SUPPORT 125

FRIENDS OF LEO J MARTIN SKIING

16 STERLING ROAD
WELLESLEY,MA02482 		NONE PC GENERAL SUPPORT 150

CAMBRIDGE PUBLIC LIBRARY FUND

449 BROADWAY
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 750

UNIVERSITY OF VIRGINIA
DARDEN SCHOOL FOUNDATION
PO BOX 400894
CHARLOTTESVILLE,VA229043015 		NONE PC GENERAL SUPPORT 1,000

OCEARCH

1790 BONAZA DRIVE
PARK CITY,UT84060 		NONE PC GENERAL SUPPORT 2,500

LEWIS AND CLARK COLLEGE

0615 SW PALATINE HILL ROAD
PORTLAND,OR972197899 		NONE PC GENERAL SUPPORT 1,000
Total .................................right arrow 3a 258,912
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 98,064  
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 ............ 		    18 107,374  
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) ..   205,438  
13Total. Add line 12, columns (b), (d), and (e)..................
13
205,438
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
WOODWARD FAMILY CHARITABLE 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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WOODWARD FAMILY CHARITABLE 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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WOODWARD FAMILY CHARITABLE 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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WOODWARD FAMILY CHARITABLE 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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500     500

TY 2023 InvestmentsCorpBondsSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Name of Bond End of Year Book Value End of Year Fair Market Value
BBH LIMITED DURATION FD CL I 554,781 564,716
BBH INCOME FD 351,260 312,444

TY 2023 InvestmentsCorpStockSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Name of Stock End of Year Book Value End of Year Fair Market Value
DIAGEO PLC-SPONS ADR 9,399 23,306
NESTLE S A SPONS ADR 7,522 23,357
AKRE FOCUS FUND 500,211 878,850
GQG PART EMERG MTS 208,991 264,269
BERKSHIRE HATHAWAY CL B 14,500 92,018
PROGRESSIVE CORP OHIO 25,637 55,748
ZOETIS INC 8,384 57,040
AMAZON COM INC 46,012 45,278
WASTE MANAGEMENT 18,176 56,596
ALPHABET INC CL C 8,968 87,940
MICROSOFT CORP 66,235 83,481
ORACLE CORP 17,906 50,185
CELANESE CORP    
BBH INTL EQUITY FD CL N 961,290 1,043,239
COPART INC COM STK 6,460 26,607
KLA-TENCOR CORP 14,093 56,967
LINDE PLC COM STK 31,220 78,446
BOOKING HOLDINGS 26,707 53,208
COSTCO 12,044 38,945
ARTHUR J GALLAGHER 20,586 51,722
ALCON INC 29,517 51,403
AO SMITH CORP    
MASTERCARD INC 43,172 72,933
DOLLAR GENERAL CORP COM STK    
NIKE INC CL B 28,372 37,782
THERMO FISHER SCIENTIFIC INC 38,483 45,648
GRACO INC COMMON STOCK    
S&P GLOBAL INC 32,398 41,409
ABBOTT LABS 45,403 41,496
CLARKSTON FOUNDERS FD - FOUNDE 165,000 165,636
BBH PARTNERS FD - SMALL CAP 590,000 465,150
SIGNATURE BANK COM STK    
ADOBE INC 24,414 36,989
TEXAS INSTRUMENTS INC 33,383 33,922
CLARKSTON SERIES TRUST 470,612 588,143
UNITEDHEALTH GROUP INC 25,471 25,271

TY 2023 OtherExpensesSchedule
Name:
WOODWARD FAMILY CHARITABLE 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 7 7   0


TY 2023 OtherIncreasesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Description Amount
RECOVERY OF PRIOR YEAR GRANTS 5,000
ROUNDING 4


TY 2023 OtherProfessionalFeesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MNGMNT FEES 40,658 13,215   27,443


TY 2023 TaxesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 2,800 0   0
FEDERAL ESTIMATES - PRINCIPAL 570 0   0
FOREIGN TAXES ON QUALIFIED FOR 2,347 2,347   0
FOREIGN TAXES ON NONQUALIFIED 134 134   0