TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
The Jim and Diane Coward Family Foundation

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

87-3077869

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$8,319,654J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	116,737		116,737
4	Dividends and interest from securities...	111,822		111,822
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-7,856
b	Gross sales price for all assets on line 6a 3,796,948
7	Capital gain net income (from Part IV, line 2)...			0
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........	220,703		228,559
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	44,863	44,863
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,300	1,179
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	27,600	719	26,881
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	76,763		46,761	26,881
25	Contributions, gifts, grants paid.......	353,500			353,500
26	Total expenses and disbursements. Add lines 24 and 25	430,263		46,761	380,381
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-209,560
b	Net investment income (if negative, enter -0-)			181,798
c	Adjusted net income (if negative, enter -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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	3,267,816	389,427	389,427
	3	Accounts receivable
		Less: allowance for doubtful accounts	2,584
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	2,214,428	List of Attached Documents: // Content 791,038	810,442
	b	Investments—corporate stock (attach schedule).......	1,464,913	List of Attached Documents: // Content 5,495,456	6,117,221
	c	Investments—corporate bonds (attach schedule).......	916,673	List of Attached Documents: // Content 980,933	1,002,564
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,866,414	7,656,854	8,319,654
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	7,866,414	7,656,854
	29	Total net assets or fund balances (see instructions).....	7,866,414	7,656,854
	30	Total liabilities and net assets/fund balances (see instructions).	7,866,414	7,656,854

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

7,866,414

Enter amount from Part I, line 27a .....................

-209,560

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

7,656,854

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

7,656,854

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	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,796,948	3,804,804	-7,856
b
c
d
e

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			-7,856
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-7,856
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,527
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	2,527
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	2,527
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,600
b	Exempt foreign organizations—tax withheld at source......	6b	0
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	2,600
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	73
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax73	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

The books are in care of right arrow

Foundation Source Telephone no. right arrow

(800) 839-1754

Located at right arrow

501 Silverside Road Suite 123WilmingtonDE ZIP+4 right arrow

198091377

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
Diane Coward	Co- Pres, Dir, Sec 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Co- Pres, Dir, Sec 1.0	0	0	0
James Coward	Co- Pres, Dir, Treas 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Co- Pres, Dir, Treas 1.0	0	0	0

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










Total number of other employees paid over $50,000...................

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

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


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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,285,969

Average of monthly cash balances.......................

2,737,291

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,023,260

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,023,260

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

120,349

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

7,902,911

Minimum investment return. Enter 5% (0.05) of line 5................

395,146

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.)

Minimum investment return from Part IX, line 6..................

395,146

Tax on investment income for 2022 from Part V, line 5.......

2,527

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,527

Distributable amount before adjustments. Subtract line 2c from line 1............

392,619

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

392,619

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

392,619

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

380,381

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

380,381

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7				392,619
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......			241,687
b Total for prior years:2021, 2020, 2019
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......
f Total of lines 3a through e ........
4Qualifying distributions for 2023 from Part
XI, line 4: $ 380,381
a Applied to 2022, but not more than line 2a			241,687
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....				138,694
e Remaining amount distributed out of corpus		0
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		0
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 ..........				253,925
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) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

Diane Coward

James Coward

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI 225 N MICHIGAN AVE 17TH FL CHICAGO,IL60601	N/A	PC	General & Unrestricted	1,500
AUTISM SPEAKS 85 DEVONSHIRE ST 9TH FL BOSTON,MA02109	N/A	PC	General & Unrestricted	1,750
BERKELEY YOUTH ALTERNATIVES 1255 ALLSTON WAY BERKELEY,CA94702	N/A	PC	Internship fund	2,500
COMMUNITY PARTNERS 1000 N ALAMEDA ST STE 240 LOS ANGELES,CA90012	N/A	PC	General & Unrestricted	5,000
DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS-BASED EDU 1000 N 4TH ST FAIRFIELD,IA52557	N/A	SO III FI	General & Unrestricted	5,000
DONOR NETWORK WEST 12667 ALCOSTA BLVD STE 500 SAN RAMON,CA94583	N/A	PC	To Support Team Matty Run/Walk	1,000
FOUNDATION FOR AMERICAS PUBLIC LANDS 1203 K ST NW WASHINGTON,DC20005	N/A	PC	General & Unrestricted	1,000
GREENPEACE FUND INC 1300 EYE ST NW SUITE 1100 EAST WASHINGTON,DC20005	N/A	PC	General & Unrestricted	5,000
HUMANE SOCIETY OF THE UNITED STATES 1255 23RD ST NW STE 450 WASHINGTON,DC20037	N/A	PC	General & Unrestricted	1,500
HUMANE SOCIETY SILICON VALLEY 901 AMES AVE MILPITAS,CA95035	N/A	PC	General & Unrestricted	1,000
MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE STE 400 PHOENIX,AZ85016	N/A	PC	General & Unrestricted	1,000
MEDECINS SANS FRONTIERES USA INC PO BOX 5030 HAGERSTOWN,MD21741	N/A	PC	General & Unrestricted	5,000
MICKABOO COMPANION BIRD RESCUE PO BOX 697 SAN JOSE,CA95106	N/A	PC	General & Unrestricted	1,000
MONTEREY BAY ECONOMIC PARTNERSHIP INC 3180 IMJIN RD STE 104B MARINA,CA93933	N/A	PC	Housing Policy Work program	45,000
MONTEREY COUNTY LAND WATCH PO BOX 1876 SALINAS,CA93902	N/A	PC	General & Unrestricted	10,000
MONTEREY MUSEUM OF ART 559 PACIFIC ST MONTEREY,CA93940	N/A	PC	Charitable Event	5,000
MONTEREY MUSEUM OF ART 559 PACIFIC ST MONTEREY,CA93940	N/A	PC	To preserve, archive, store and display historic paintings by Chicaji Kawakami of the Interment at Tanforan, CA and Topaz, UT	15,000
MY SISTERS HOUSE 3053 FREEPORT BLVD 120 SACRAMENTO,CA95818	N/A	PC	General & Unrestricted	5,000
NATIONAL FOREST FOUNDATION 27 FORT MISSOULA RD STE 3 MISSOULA,MT59804	N/A	PC	General & Unrestricted	1,000
NATIONAL PARK FOUNDATION 1500 K ST NW STE 700 WASHINGTON,DC20005	N/A	PC	General & Unrestricted	1,500
NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH ST 11TH FLOOR NEW YORK,NY10011	N/A	PC	General & Unrestricted	10,000
NATURE CONSERVANCY 4245 N FAIRFAX DRIVE STE 100 ARLINGTON,VA22203	N/A	PC	General & Unrestricted	1,000
NORCAL GERMAN SHORTHAIRED POINTER RESCUE INC PO BOX 933 MENLO PARK,CA94026	N/A	PC	General & Unrestricted	15,000
PARTNERS IN OPPORTUNITY INC PO BOX 5301 CARMEL,CA93921	N/A	PC	General & Unrestricted	15,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAMS ST 10TH FL NEW YORK,NY10038	N/A	PC	General & Unrestricted	11,000
PRESERVE COMMUNITY FOUNDATION PO BOX 222301 CARMEL,CA93922	N/A	PC	General & Unrestricted	10,000
PRISON DHARMA NETWORK INC 595 B RIVER RD DEERFIELD,MA01342	N/A	PC	General & Unrestricted	5,000
PROJECT BIKE TECH PO BOX 5152 FRISCO,CO80443	N/A	PC	General & Unrestricted	500
PROUD GROUND 5288 N INTERSTATE AVE PORTLAND,OR97217	N/A	PC	General & Unrestricted	100,000
RIC OBARRYS DOLPHIN PROJECT INC 171 PIER AVE 234 SANTA MONICA,CA90405	N/A	PC	General & Unrestricted	1,000
SALESIAN HIGH SCHOOL 2851 SALESIAN AVE RICHMOND,CA94804	N/A	PC	General & Unrestricted	40,000
SECOND HARVEST OF SILICON VALLEY 4001 N 1ST ST SAN JOSE,CA95134	N/A	PC	General & Unrestricted	1,000
SIERRA CLUB FOUNDATION 2101 WEBSTER ST STE 1250 OAKLAND,CA94612	N/A	PC	General & Unrestricted	10,000
SINAG-TALA FILIPINO THEATER AND PERFORMING ARTS AS 443 PIMENTEL WAY SACRAMENTO,CA95831	N/A	PC	General & Unrestricted	5,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS RD CALABASAS,CA91302	N/A	PC	The Bee Conservancy fund	1,250
SOCIAL GOOD FUND INC PO BOX 5473 RICHMOND,CA94805	N/A	PC	Outdoorist Oath	1,000
SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC 1600 FORBES WAY STE 200 LONG BEACH,CA90810	N/A	PC	General & Unrestricted	1,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS,TN38105	N/A	PC	General & Unrestricted	1,000
THE SIERRA CLUB FOUNDATIONWASHINGTON DC ICO 50 F ST EIGHTH FL WASHINGTON,DC20001	N/A	PC	General & Unrestricted	1,500
UNICEF USA IMPACT FUND FOR CHILDREN INC 125 MAIDEN LANE 10TH FL NEW YORK,NY10038	N/A	SO I	General & Unrestricted	1,000
UNITED STATES ASSOCIATION FOR UNHCR 1310 L ST NW STE 450 WASHINGTON,DC20005	N/A	PC	General & Unrestricted	5,000
WORLD WILDLIFE FUND INC 1250 24TH ST NW WASHINGTON,DC20037	N/A	PC	General & Unrestricted	1,000
WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TR 4899 BELFORT RD STE 300 JACKSONVILLE,FL32256	N/A	SO I	General & Unrestricted	1,000
Total ................................. 3a				353,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	116,737
4 Dividends and interest from securities ....			14	111,822
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	-7,856
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) ..				220,703

13Total. Add line 12, columns (b), (d), and (e)..................

220,703

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC - 3.200% - 11/21/20	9,069	9,360
ALEXANDRIA REAL ESTATE - 4.900	4,760	5,014
AMERICAN EXPRESS CO - 3.950% -	9,792	9,840
AMERICAN EXPRESS CO - 4.200% -	13,686	13,837
AMERICAN HONDA FIN CORP - 1.20	4,652	4,739
AMERICAN TOWER CORP - 3.125% -	4,718	4,729
AMERICAN TOWER CORP - 4.400% -	12,603	12,839
AMGEN INC - 2.200% - 02/21/202	9,089	9,305
APPLE INC - 3.200% - 05/11/202	14,403	14,524
ARROW ELECTRS INC NOTE - 3.250	14,530	14,729
ASTRAZENECA PLC - 3.125% - 06/	9,447	9,611
AT&T INC - 4.300% - 02/15/2030	9,606	9,807
AUTOZONE INC - 3.125% - 04/21/	15,224	15,377
BANK NEW YORK MELLON - 3.442%	14,123	14,442
BANK NOVA SCOTIA BC MTN BANK N	13,797	14,188
BANK OF MONTREAL SER H MTN - 3	9,660	9,801
BANK OF NOVA SCOTIA - 3.450% -	9,717	9,785
BNY MELLONC ORP SER J - 4.410%	9,947	9,896
BOSTON PPTYS LTD PARTNERSHIP N	4,504	4,640
BROADCOM INC - 4.750% - 04/15/	13,544	14,044
CANADIAN PAC RY CO - 1.750% -	4,407	4,613
CARRIER GLOBAL CORPORATION SER	4,151	4,376
CDW CORP - 3.250% - 02/15/2029	13,732	14,630
CENTENE CORP DEL SER B - 4.250	13,823	14,459
CITIGROUP INC NOTE - 4.910% -	14,493	14,712
CVS CAREMARK CORP NOTE - 4.300	4,708	4,921
CVS HEALTH CORP NOTE CALL MAKE	4,669	4,661
DEERE JOHN CAPITAL CORP - 0.70	8,857	9,272
DEERE JOHN CAPITAL CORP MTN -	14,974	15,002
EBAY INC - 3.600% - 06/05/2027	14,291	14,511
ENCOMPASS HEALTH CORP - 4.500%	13,631	14,354
EQUINIX INC NOTE CALL MAKE WHO	4,562	4,598
EVERSOURCE ENERGY - 1.650% - 0	3,722	4,062
EXPEDIA GROUP INC NOTE CALL MA	14,869	14,988
EXPRESS SCRIPTS HLDG NOTE - 3.	11,826	11,862
FED HOME LOAN - 5.460% - 12/20	62,999	62,970
FISERV INC - 3.850% - 06/01/20	11,713	11,775
GENERAL MLS INC - 4.200% - 04/	4,960	4,924
GOLDMAN SACHS - 3.814% - 04/23	9,300	9,500
HCA INC NOTE - 4.500% - 02/15/	12,556	12,829
HOME DEPOT INC - 2.950% - 06/1	4,682	4,704
HOME DEPOT INC NOTE - 4.000% -	4,931	4,954
INTEL - 3.750% - 08/05/2027	14,552	14,704
INTERCONTINENTAL EXCHANGE INC	9,823	9,780
JEFFERIES GROUP LLC - 4.850% -	14,628	14,938
JM SMUCKER - 3.500% - 03/15/20	11,643	11,767
JPMORGAN CHASE &CO NOTE - 4.58	9,383	9,679
JPMORGAN CHASE - 3.625% - 12/0	13,085	13,451
KEYSIGHT TECHNOLOGIES INC - 3.	12,197	12,741
KYNDRYL HLDGS INC SER B NOTE -	15,183	16,746
LAMAR MEDIA CORP SER B NOTE -	14,451	15,038
MEAD JOHNSON NUTRITION - 4.125	11,884	11,836
MERCK & CO - 2.150% - 12/10/20	8,378	8,553
MICROCHIP TECHNOLOGYINC. SER B	13,678	13,792
MORGAN STANLEY - 5.449% - 07/2	14,664	15,298
MORGAN STANLEY SER I - 4.210%	9,524	9,780
NASDAQ INC - 3.850% - 06/30/20	13,491	13,645
NEXTERA ENERGY CAP HLDGS INC B	9,881	9,987
NORTHERN TR CORP - 3.650% - 08	13,327	13,540
PNC FINL - 5.812% - 06/12/2026	4,999	5,031
PNC FINL SVCS - 3.500% - 01/23	4,968	4,993
PROGRESSIVE CORP NOTE - 3.000%	8,327	8,937
PROLOGIS LP - 1.250% - 10/15/2	7,853	8,094
PUBLIC SERVICE ENTERPRIS - 2.8	9,692	9,871
REINSURANCE GROUP - 3.150% - 0	14,617	15,279
ROYAL BK CDA SER I MTN - 3.375	9,718	9,798
ROYAL BK CDA SER I MTN - 3.625	13,468	13,540
S&P GLOBAL INC - 2.950% - 01/2	13,918	14,326
SCHWAB CHARLES CORP - 5.643% -	13,799	14,373
SEAGATE HDD CAYMAN - 4.875% -	13,258	13,734
SILGAN HOLDINGS - 4.125% - 02/	13,919	14,326
SIMON PPTY GROUP - 3.500% - 09	9,688	9,769
SOUTHWEST AIRLS CO - 5.250% -	14,105	13,997
STARBUCKS CORP NOTE - 4.750% -	4,993	5,021
TJX COMPANIES - 2.250% - 09/15	13,830	14,174
TORONTO DOMINION BANK MTN - 4.	14,516	14,724
TRIMBLE - 4.900% - 06/15/2028	11,619	12,069
UNITED RENTALS NORTH AMER INC	13,928	14,312
UNITEDHEALTH GROUP INC - 3.450	13,510	13,640
UNITEDHEALTH GROUP INC - 3.850	14,528	14,683
VERISIGN INC - 4.750% - 07/15/	13,836	13,890
VERIZON COMMUNICATIONS INC - 1	7,808	8,214
VMWARE INC - 3.900% - 08/21/20	13,210	13,558
VONTIER CORPORATION SER B NOTE	15,133	16,003
WESTINGHOUSE AIR BRAKE TECHNOL	12,472	12,866
XCEL ENERGY INC - 4.000% - 06/	4,722	4,883

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	27,935	29,599
ACCENTURE PLC	52,349	60,707
ADOBE SYSTEMS, INC	71,017	89,490
ADYEN N.V.	10,425	9,686
AGILENT TECHNOLOGIES INC	22,519	26,138
AIA GROUP LTD ADR	23,985	22,154
AKAMAI TECH COM STK	4,592	5,918
AKZO NOBEL NV-ADR	14,474	15,645
ALCON INC	27,949	27,576
ALFA LAVAL AB	8,405	9,915
ALIGN TECHNOLOGY, INC	23,255	24,112
ALLEGION PLC	15,837	17,230
ALLIANZ SE	21,803	25,462
ALPHABET INC CL A	36,511	44,142
ALPHABET INC CL C	145,588	171,653
AMAZON COM	118,213	147,838
AMDOCS LIMITED	5,714	5,537
AMER FIN GRP HLD	6,228	6,182
AMERIPRISE FINANCIAL INC	19,255	21,650
ANALOG DEVICES INC	48,330	52,221
ANSYS INC	14,223	17,055
AON PLC CL A	11,525	10,186
APPLE INC	133,724	149,403
APPLIED IDNS TECH	6,041	7,426
APTAR GROUP INC	7,733	8,159
APTIV PLC	25,559	22,699
ASHTEAD GROUP PLC	20,206	21,319
ASML HOLDING NV NY REG SHS	12,514	14,381
ASPEN TECHNOLOGY INC COM	12,145	13,869
ASSA ABLOY UNSP/ADR	18,654	23,756
ATLAS COPCO AB A SHS ADR	9,980	12,546
ATMOS ENERGY CORP	3,872	3,825
AUTODESK, INC	27,550	32,383
AVANTOR HOLDINGS INC	21,317	23,606
AVERY DENNISON CORP	3,691	4,245
BALL CP	9,542	9,836
BANCO BILBAO ARG SA	9,369	12,198
BENTLEY SYSTEMS INC CL B	20,595	22,385
BERKLEY W R CP	13,121	14,427
BERKSHIRE HATHAWAY INC. CLASS	62,625	66,339
BIO TECHNE CORPORATION	27,131	26,389
BIONTECH SE ADR	6,549	6,649
BJ'S WHLSL CLUB INC	7,724	7,733
BLACKROCK INC	26,075	30,037
BOOKING HOLDINGS INC	29,634	39,019
BRIGHT HORIZONS FAMILY SOLUTIO	22,230	25,162
BROOKFIELD CORP ORD SHS CL A	20,869	25,155
BROWN CAPITAL MANAGEMENT INTL	245,524	266,099
C H ROBINSON WORLDWIDE INC	3,076	2,851
CABLE ONE INC	4,191	3,340
CAMDEN PPTY TR	3,204	3,078
CANADIAN NATL RAILWAY CO	41,832	44,850
CARMAX INC	21,117	20,643
CARRIER GLOBAL	23,396	23,382
CARTER'S INC	4,543	4,868
CAVCO INDS INC DEL	2,690	3,466
CBOE HOLDINGS INC	6,139	8,035
CCM COMMUNITY IMPACT BOND FUND	259,387	261,488
CHARLES RIV LABORATORIES INTL	13,125	15,130
CHECK POINT SOFTWARE TECHNOLOG	3,246	3,514
CHEMED CORP	17,200	19,297
CHOICE HOTELS INTERNATIONAL IN	17,325	16,202
CHUGAI PHARMACEUTICAL CO., LTD	11,830	15,382
CME GROUP, INC	26,865	29,695
COCA COLA EUROPEAN PARTNERS PL	17,734	19,355
COHEN & STEERS INC	2,947	3,635
COLUMBIA SPORTSWEAR CO	5,096	5,329
COMMERCE BANCSHARES, INC	3,036	3,205
COOPER COMPANIES INC	26,929	28,761
COSTCO WHOLESALE CORPORATION	9,270	11,221
CREDICORP LTD	21,334	22,190
CROWDSTRIKE HOLDINGS, INC	25,819	39,830
CUBESMART	4,665	5,099
DAIFUKU CO LTD UNSPONSRED ADS	5,700	6,042
DAIKIN INDS LTD ADR	13,893	15,944
DANAHER CORP	14,209	15,037
DASSAULT SYS SA SPN ADR	14,301	17,206
DBS GROUP HLDGS SPON ADR	34,258	35,238
DEERE CO	49,365	46,785
DOLBY LABORATORIES	18,824	20,080
DONALDSON CO. INC	6,811	7,254
EAST WEST BANCORP, INC	4,594	5,828
EATON CORP PLC	61,338	72,487
EDWARDS LIFESCIENCES	36,599	35,380
ELI LILLY & CO	45,165	57,126
ENN ENERGY HOLDINGS LIMITED	7,724	5,149
EQUIFAX INC	13,360	15,827
ERSTE BK DER OEST SP	10,744	12,959
EXLSERVICE HOLDINGS INC	6,837	7,435
EXPEDITORS INTL WASH INC	6,402	6,996
EXPERIAN GROUP LTD S/ADR	13,879	15,522
EXPONENT, INC	11,997	11,093
F5 NETWORKS, INC	6,231	7,338
FACTSET RESH SYST INC	7,538	8,587
FAIR ISSAC & CO INC	7,798	11,640
FANUC LIMITED UNSPONSORED	12,325	11,792
FERGUSON PLC	25,914	31,277
FIRST CITIZENS BANCSHARES INC	26,406	32,636
FISERV, INC	22,819	25,771
FLOWERS FOODS INC	5,691	5,380
FOMENTO ECONOMICO MEXICANO	17,175	22,029
GENMAB A/S SPON	8,971	7,100
GSK PLC	16,158	16,677
GUARDANT HEALTH INC	30,658	23,669
HAIER SMART HOME ADR	16,322	14,422
HALEON PLC	25,271	25,102
HDFC BANK LTD ADR	9,410	9,798
HENRY JACK & ASSOC INC	18,647	18,302
HUBBELL INCORPORATED	51,473	56,247
ICICI BK LTD ADS	6,778	6,937
IDEX CP	6,047	6,296
IDEXX CORP	39,812	45,514
INFINEON TECH ADS	21,373	23,729
ING GROUP N V SPONSORED ADR	20,543	23,326
INTERACTIVE BROKERS GROUP, INC	11,213	10,694
INTERNATIONAL BANCSHARES CORPO	4,558	4,617
INTERPUBLIC GROUP OF COS	6,564	6,267
INTUIT	35,241	46,877
JONES LANG LASALLE	6,768	7,933
KDDI CP UNSP ADR	15,321	16,144
KKR & CO INC	38,772	58,989
KOMATSU LTD	8,293	8,074
KUBOTA CORPORATION	13,989	13,853
L'AIR LIQUIDE ADR OTC	7,421	8,608
L'OREAL ADR	28,484	32,408
LAMAR ADVERTISING CO CL A REIT	4,889	5,527
LCI INDUSTRIES	3,596	3,897
LENNOX INTL INC	13,830	18,796
LINCOLN ELECTRIC HOLDING INC	6,596	8,263
LONZA GROUP AG UNSP/ADR	7,623	5,682
LOWES COMPANIES INC	19,726	20,030
LPL FINANCIAL HOLDINGS INC	14,808	15,023
MAGNA INTERNATIONAL INC	13,796	13,943
MANHATTAN ASSOCIATES INC	4,594	5,168
MANULIFE FIN CORP	14,135	16,752
MASCO CORP	3,373	3,952
MASTERCARD INC	71,208	80,184
MEDPACE HOLDINGS, INC	8,352	10,422
MERCK & CO INC	15,570	15,372
MICHELIN CIE GEN UNSP/ADR	12,724	15,068
MICROSOFT CORP	205,587	250,066
MIDDLEBY CORPORATION	3,765	3,974
MOODYS CORP	11,900	13,670
MUENCHENER RUECKVERS	19,888	23,091
NETAPP, INC	4,884	5,907
NETFLIX INC	13,887	17,528
NEXTERA ENERGY, INC	13,565	11,541
NIDEC CORPORATION ADR	11,805	8,634
NIKE INC-CL B	12,925	13,137
NOMAD FOODS LIMITED	20,695	20,340
NORDSON CP	24,592	27,208
NORTHERN TRUST CORPORATION	5,120	5,822
NOTORI HOLDINGS	4,940	5,625
NOVOZYMES A/S UNSP/ADR	5,752	6,589
NVIDIA CORP	53,709	71,312
OLD DOMINION FREIGHT LINE	27,251	29,994
OMNICOM GROUP	5,517	5,710
ONE GAS INC	5,365	4,460
OTSUKA HOLDINGS CO	14,766	15,154
PACCAR INC	13,915	14,355
PACKAGING CORP AMER	4,184	4,887
PAN PAC INTL HLDGS UNSPONSORED	17,368	22,031
PAX WORLD GLOBAL GREEN FD INST	484,416	523,902
PAYCOM SOFTWARE	5,793	6,615
PHYSICIANS REALTY TRUST	4,536	4,299
PING AN INSURANCE GROUP ADR	5,437	3,815
PINTEREST INC	10,738	15,223
POOL CORP	17,720	19,936
PROGRESS SOFTWARE CORP	5,831	5,647
PROGRESSIVE CORP OHIO	17,915	22,936
PT TELEKOM. IND. TBK ADR	7,769	8,140
QUALYS INC COM	5,873	8,440
RENTOKIL INITIAL PLC SPON ADR	18,280	14,105
REVVITY INC	4,300	3,826
ROBERT HALF INTL INC	3,490	4,220
ROCHE HOLDING LTD ADR	11,590	10,905
ROCKWELL AUTOMATION INC	48,843	50,919
ROLLINS INC	12,150	13,756
RPM INTERNATIONAL INC	5,903	6,921
S&P GLOBAL INC COM	60,319	69,162
SAIA, INC	9,982	12,270
SAP AKTIENGESELL ADS	14,495	17,469
SBA COMMUNICATIONS CORP	18,961	20,295
SCHNEIDER ELEC UNSP/ADR	23,212	27,236
SCOTTS CO. CLASS A	6,687	7,650
SEI INVESTMENTS	7,830	8,325
SELECTIVE INS GROUP INC	5,454	5,471
SHIMANO INC UNSP ADR EACH REPR	4,555	4,518
SHIONOGI & CO LTD	5,856	6,130
SHISEIDO CO LTD	7,324	5,017
SHOPIFY INC	30,466	37,470
SIEMENS AG	12,616	14,592
SILGAN HOLDINGS, INC	3,583	3,484
SITEONE LANDSCAPE SUPPLY INC	11,241	12,025
SMITH A O CORP DEL COM	5,562	6,843
SNAP ON INC	6,565	7,221
SONOVA HOLDING AG AD	5,329	6,728
SONY GROUP CORP	35,760	37,876
SPLUNK INC	11,368	15,997
STAG INDUSTRIAL INC	5,221	5,771
SYMRISE AG UNSPONSORED	24,752	26,107
SYSMEX CORP UNSP ASDR	6,096	5,385
T-MOBILE US INC	19,989	23,248
TAIWAN SEMICONDUCTOR MFG CO LT	66,092	74,672
TELEDYNE TECH INC	10,920	12,050
TELEFLEX INC	6,887	7,231
TENCENT HOLDINGS LIMITED	6,807	6,084
TERADYNE INC	14,008	14,867
TEXAS ROADHOUSE, INC	4,283	5,011
THE BLACKSTONE GROUP INC CL A	12,619	17,805
THERMO FISHER SCIENTIFIC INC	39,681	39,278
THOR INDS INC	9,679	11,707
TJX COMPANIES INC	23,145	25,798
TOPBUILD CORP	6,751	10,105
TORO CO	4,792	4,608
TRACTOR SUPPLY CO COM	22,263	21,718
TRANE TECHNOLOGIES PLC	14,431	17,561
TRIMBLE NAV LTD	9,351	9,523
UBER	21,129	28,507
UMB FINANCIAL CORPORATION	3,876	4,846
UNICHARM CORP - SPN ADR	9,084	8,619
UNILEVER PLC AMER	13,276	12,459
UNITED RENTALS INC	41,116	53,901
UNITEDHEALTH GROUP INC	88,810	93,185
VERALTO CORPORATION	1,818	1,727
VISA INC	153,296	174,174
WASTE MANAGEMENT INC	15,651	17,194
WATERS CORP	9,279	10,865
WATSCO INC	9,577	12,426
WILLIAMS SONOMA INC	6,335	9,887
XP INC CL A	4,212	5,005
ZEBRA TECHNOLOGIES CORP	17,667	18,586
ZOETIS INC	42,334	48,553
ZURN WATER SOLUTIONS	10,194	9,852

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

US Government Securities - End of Year Book Value:

636,844

US Government Securities - End of Year Fair Market Value:

651,227

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

154,194

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

159,215

- TIN:

TY 2023 OtherExpensesSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	26,812		26,812
Bank Charges	719	719
Postage/Delivery Service	44		44
State or Local Filing Fees	25		25

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	44,863	44,863

- TIN:

TY 2023 TaxesSchedule

Name:

The Jim and Diane Coward Family Foundation

EIN:

87-3077869

Category	Amount	Net Investment Income
990-PF Estimated Tax for 2023	2,600
990-PF Excise Tax for 2022	21
990-PF Extension for 2022	500
Foreign Tax Paid	1,179	1,179