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 06-01-2023 , and ending 05-31-2024
Name of foundation
ANN EDEN WOODWARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 4287
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HUNTINGTON, NY11743
A Employer identification number

13-6126021
B Telephone number (see instructions)

(631) 425-7419
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$4,875,396J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 177 177 177
4 Dividends and interest from securities... 129,155 129,155 129,155
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 212,015
b Gross sales price for all assets on line 6a 714,055
7 Capital gain net income (from Part IV, line 2)... 212,015
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 341,347 341,347 129,332
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,600 9,450 3,150  
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,750 3,563 1,187  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,817 1,363 454  
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments
List of Attached Documents:
// Content
42,120 31,591 10,529  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,287 45,967 15,320 0
25 Contributions, gifts, grants paid....... 233,200 233,200
26 Total expenses and disbursements. Add lines 24 and 25 294,487 45,967 15,320 233,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 46,860
b Net investment income (if negative, enter -0-) 295,380
c Adjusted net income (if negative, enter -0-)... 114,012
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......... 49,223 43,395 43,395
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 220,985 Click to see attachment
List of Attached Documents:
// Content
300,627 		297,574
b Investments—corporate stock (attach schedule)....... 1,508,323 Click to see attachment
List of Attached Documents:
// Content
1,439,033 		4,006,143
c Investments—corporate bonds (attach schedule)....... 100,794 Click to see attachment
List of Attached Documents:
// Content
189,515 		189,313
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).......... 319,416 Click to see attachment
List of Attached Documents:
// Content
273,031 		338,971
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) 2,198,741 2,245,601 4,875,396
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........ 2,198,741 2,245,601
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)..... 2,198,741 2,245,601
30 Total liabilities and net assets/fund balances (see instructions). 2,198,741 2,245,601
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
2,198,741
2
Enter amount from Part I, line 27a .....................
2
46,860
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,245,601
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,245,601
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 50 CINTAS CORP P 2016-01-14 2023-06-02
b 1200 EAST WEST BANCORP P 2011-03-03 2023-06-02
c 300 MICROCHIP TECHNOLOGY P 2010-03-03 2023-06-02
d 800 VANGUARD FTSE EMERGING P 2009-04-07 2023-06-02
e 100 APPLE P 2015-09-10 2024-01-17
650 DUKE ENERGY P 2013-11-06 2024-01-17
100 JP MORGAN P 1992-05-08 2024-01-17
900 NORTHERN TRUST P 2009-12-15 2024-01-17
2500 PFIZER P 2006-05-11 2024-01-17
191 VERALTO CORP P 2009-05-10 2024-01-17
650 VGARD STC ETF P 2022-11-07 2024-01-17
1700 WEYERHAEUSER P 2010-09-01 2024-01-17
1400 US BANCORP DEL P 2022-01-10 2023-11-02
150,000 US TREASURY BILLS P 2022-02-22 2024-02-15
50,000 FHL P 2022-07-22 2024-03-14
25 CINTAS CORP P 2016-01-14 2024-01-17
(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 23,471   4,287 19,184
b 57,715   26,334 31,381
c 22,674   2,893 19,781
d 31,080   21,671 9,409
e 18,555   2,815 15,740
63,664   47,236 16,428
17,032   1,612 15,420
74,786   49,332 25,454
71,812   60,009 11,803
14,518   1,233 13,285
50,453   48,764 1,689
57,136   25,547 31,589
21,432   32,386 -10,954
125,000   125,000  
50,000   50,778 -778
14,727   2,143 12,584
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       19,184
b       31,381
c       19,781
d       9,409
e       15,740
      16,428
      15,420
      25,454
      11,803
      13,285
      1,689
      31,589
      -10,954
       
      -778
      12,584
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 2 212,015
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 4,106
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  
3 Add lines 1 and 2........................... 3 4,106
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,106
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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 63
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,169
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  
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 arrow
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 arrowN/A
14
The books are in care ofright arrowJAMES WOODS Telephone no.right arrow (631) 425-7419

Located atright arrowPO BOX 4287HUNTINGTONNY ZIP+4right arrow11743
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
 
No
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
JA Woods Trustee
0.00 		6,300    
525 PRESTWICK CIRCLE
PALM BEACH GARDENS,FL33418
JUDY S WOODS Trustee
0.00 		6,300    
525 PRESTWICK CIRCLE
PALM BEACH GARDENS,FL33418
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  
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 arrow  
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 See attached schedule of contributions. 0
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
0
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
0
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
 
3
Subtract line 2 from line 1d.........................
3
0
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
0
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
0
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
0
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,106
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,106
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,106
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
4,106
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
0
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
233,200
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
233,200
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 0
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 207,290
b From 2019...... 204,720
c From 2020...... 219,445
d From 2021...... 255,120
e From 2022...... 228,145
f Total of lines 3a through e ........ 1,114,720
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 233,200
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus 233,200
5 Excess distributions carryover applied to 2023.    
(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 1,347,920
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		207,290
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,140,630
10 Analysis of line 9:
a Excess from 2019.... 204,720
b Excess from 2020.... 219,445
c Excess from 2021.... 255,120
d Excess from 2022.... 228,145
e Excess from 2023.... 233,200
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).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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
Whaling Museum


301 MAIN STREET
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 5,000
WNET


825 8TH AVENUE
NEW YORK,NY10019 		N/A EXEMPT GENERAL PURPOSE 10,000
Save The Children


PO BOX 38
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 26,500
Caumsett Foundation


25 LLOYD HARBOR ROAD
LLOYD HARBOR,NY11743 		N/A EXEMPT GENERAL PURPOSE 26,000
NY Philharmonic


10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A EXEMPT GENERAL PURPOSE 20,000
American Museum of Natural History


CENTRAL PARK WEST 79TH STREET
NEW YORK,NY10024 		N/A EXEMPT GENERAL PURPOSE 10,000
Metropolitan Museum of Art


1000 5TH AVENUE
NEW YORK,NY10028 		N/A EXEMPT GENERAL PURPOSE 10,000
Museum of Modern Art


11 WEST 53RD STREET
NEW YORK,NY10019 		N/A EXEMPT GENERAL PURPOSE 10,000
Society of St Johnland


395 SUNKEN MEADOW RD
KINGS PARK,NY11754 		N/A EXEMPT GENERAL PURPOSE 17,500
Cold Spring Harbor Laboratory


1 BUNGTOWN RD
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 10,000
The Heckscher Museum of Art


2 PRIME AVENUE
HUNTINGTON,NY11743 		N/A EXEMPT GENERAL PURPOSE 11,000
The Public Theater


425 lafayette st
NEW YORK,NY10003 		N/A EXEMPT GENERAL PURPOSE 7,500
BLUE HILL TROUPE LTD


PO BOX 286800 YORKVILLE STATION
NEW YORK,NY10128 		N/A EXEMPT GENERAL PURPOSE 1,200
Metropolitan Opera


LINCOLN CENTER
NEW YORK,NY10023 		N/A EXEMPT GENERAL PURPOSE 10,000
Central Park Conservancy


14 EAST 60TH STREET
NEW YORK,NY10022 		N/A EXEMPT GENERAL PURPOSE 10,000
St Johns Church


1670 RT 25A
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 500
NORTH SHORE LAND ALLIANCE


PO BOX 658
OYSTER BAY,NY11771 		N/A EXEMPT GENERAL PURPOSE 1,000
PRESERVATION OF LONG ISLAND


161 MAIN STREET
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 5,000
THE CALVARY FUND INC


1740 EASTCHESTER ROAD
BRONX,NY10461 		N/A EXEMPT GENERAL PURPOSE 10,000
AMERICAN BALLET THEATER


890 BROADWAY
NEW YORK,NY10003 		N/A EXEMPT GENERAL PURPOSE 5,000
PALM BEACH SYMPHONY


44 COCOANUT ROW
PALM BEACH,FL33480 		N/A EXEMPT GENERAL PURPOSE 25,000
GLENADA CASINO FOUNDATION


101 SHORE ROAD
COLD SPRING HARBOR,NY11724 		N/A EXEMPT GENERAL PURPOSE 2,000
Total .................................right arrow 3a 233,200
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 ........... 		        177
4 Dividends and interest from securities ....         129,155
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 ............ 		        212,015
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) ..     341,347
13Total. Add line 12, columns (b), (d), and (e)..................
13
341,347
(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.)
1 The foundation's income and contributions received from the Estate of Ann E. Woodward less expenses to maintain the foundation were used for donations to recognized publicly supported charities. Schedule of donations is attached.
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: 23017517
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  4,750 3,563 1,187 0

TY 2023 InvestmentsCorpBondsSchedule
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF NO 1.625 % 50,000    
TOYOTA 50000 49,708 49,846
FHLB    
JPM MORGAN 35,000 CALLABLE 02/1/25 33,559 34,431
GE HEALTHCARE 35,000 35,736 35,415
AMERICAN HONDA 35,000 35,040 34,570
NEXTERA ENERGY 5.05% 35,472 35,051

TY 2023 InvestmentsCorpStockSchedule
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
JOHNSON & JOHNSON CO 575 SHARES 2,860 84,335
J.P. MORGAN CHASE & CO 1,000 SHARES 15,582 202,630
PROCTOR & GAMBLE 1,000 SHARES 12,385 164,540
PEPSICO 825 SHARES 14,521 142,643
EXXON MOBIL 1100 SHARES 17,668 128,986
MICROCHIP TECHNOLOGY INC 1300 SHARES 12,536 126,399
NORTHERN TRUST CORP 0 SHARES    
QUALCOMM INC COM 750 SHARES 31,198 153,038
CHARLES SCHWAB CORP 1700 SHARES 26,640 124,576
PFIZER INC 0 SHARES    
COLGATE PALMOLIVE CO 1200 SHARES 10,316 111,552
US BANCORP 1,400 SHARES    
ACCENTURE PLC 400 SHARES 12,551 112,916
CHEVRON CORP 550 SHARES 37,728 89,256
DANAHER CORP 575 SHARES 9,401 147,660
PAYCHEX 850 SHARES 20,919 102,136
EAST WEST BANCORP 0 SHARES    
NICE LTD ADR 425 SHARES 15,706 78,017
PHILIP MORRIS 550 SHARES 36,000 55,759
ABBOTT LABORATORIES 1000 SHARES 37,428 102,190
DUKE ENERGY CORP 650 SHARES    
VERIZON COMMUNICATN 1275 SHARES 63,011 52,466
AMGEN INCORPORATED 225 SHARES 34,631 68,816
APPLE INC 875 SHARES 24,634 168,219
CHUBB 500 SHARES 52,211 135,410
CINTAS 275 SHARES 23,576 186,442
LOWES CO 475 SHARES 40,409 105,113
VISA INC 500 SHARES 39,818 136,230
WALT DISNEY 475 SHARES 50,838 49,357
CVS HEALTH CORP 650 SHARES 51,569 38,740
FORTIVE CORPORATION- 850 SHARES 19,686 63,274
BERSHIRE HATHAWAY 225 SHARES 43,962 93,240
CISCO 950 SHARES 41,107 44,175
BLACKSTONE GROUP INC 775 SHARES 31,357 93,387
BRISTOL_MYERS SQU. 1050 SHARES 58,817 43,145
MICROSOFT CORP 400 SHARES 54,562 166,052
RAYTHEON/ RTX 675 SHARES 46,089 72,772
WATSCO INC 325 SHARES 57,625 154,342
MET LIFE 1150 SHARES 28,931 23,472
WELLS FARGO 4.75% 1250 SHARES 31,242 25,525
NEXTERA 900 68,896 72,018
HONEYWELL 275 53,435 55,602
ALLEGION 450 52,956 54,819
BANK OF AMERI 4.25% 1400 SHARES 25,636 26,152
MERCK 550 64,956 69,047
META 175 65,640 81,695

TY 2023 InvestmentsGovtObligationsSch
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

300,627
US Government Securities - End of Year Fair Market Value:

297,574
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2023 InvestmentsOtherSchedule2
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WEYERHAEUSER 0 SHARES AT COST    
VANGUARD STC ETF AT COST 30,008 30,852
PIMCO 5805.255 SHARES AT COST 60,629 60,897
AMERN TOWER CORP 375 SHARES AT COST 19,452 73,402
VANGUARD FTSE EMERGING 1000 SHARES AT COST 25,510 43,080
VANGUARD INTERM TERM 1400 SHARES AT COST 106,406 104,160
SOUTHERN CO 4.95 % 1200 AT COST 31,026 26,580

TY 2023 OtherExpensesSchedule
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEE 17 13 4  
Filing Fees 250 188 62  
INVESTMENT ADVISOR FEE 41,853 31,390 10,463  


TY 2023 TaxesSchedule
Name:
ANN EDEN WOODWARD FOUNDATION
EIN:
13-6126021
Software ID:
23017517
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 705 529 176  
IRS 1,112 834 278