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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
WOODWARD FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O BBH TR CO 140 BROADWAY 4TH FLO
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100051101
A Employer identification number

36-7015446
B Telephone number (see instructions)

(212) 493-8000
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,554,943J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 137,295
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 105,850 105,850  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 76,813
b Gross sales price for all assets on line 6a 843,140
7 Capital gain net income (from Part IV, line 2)... 76,813
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 319,958 182,663  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
500 0 0 500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
46,419 12,882   33,537
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,126 3,015   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
206 206    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,251 16,103 0 34,037
25 Contributions, gifts, grants paid....... 252,500 252,500
26 Total expenses and disbursements. Add lines 24 and 25 304,751 16,103 0 286,537
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,207
b Net investment income (if negative, enter -0-) 166,560
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 547,221 335,877 335,877
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,530,566 Click to see attachment
List of Attached Documents:
// Content
2,356,838 		3,720,860
c Investments—corporate bonds (attach schedule)....... 906,041 Click to see attachment
List of Attached Documents:
// Content
2,306,322 		2,498,206
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,983,828 4,999,037 6,554,943
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,983,828 4,999,037
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,983,828 4,999,037
30 Total liabilities and net assets/fund balances (see instructions). 4,983,828 4,999,037
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,983,828
2
Enter amount from Part I, line 27a .....................
2
15,207
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
4,999,037
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,999,037
Form 990-PF (2024)
Form 990-PF (2024)
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 1. ADVANCED DRAINAGE SYSTEM INC COM   2024-05-16 2024-07-18
b 60645.363 BBH PARTNER FUND - SMALL CAP EQUITY CLAS   2021-07-08 2024-05-15
c 6294.964 BBH SELECT SERIES - MID CAP FUND CLASS I   2024-05-08 2024-05-15
d 60. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2024-04-04
e 13. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2024-08-29
6. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2024-09-30
14. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2024-10-31
15. BERKSHIRE HATHAWAY INC-CL B   2009-06-19 2024-11-15
6. BOOKING HOLDINGS INC COM STK   2019-08-05 2024-11-15
26. BRIGHT HORIZONS FAMILY SOLUT COM STK   2024-05-16 2024-08-20
68. BROWN & BROWN INC   2024-05-16 2024-08-19
59. BROWN & BROWN INC   2024-05-16 2024-10-01
132. COPART INC COM STK   2019-01-17 2024-05-08
50. COPART INC COM STK   2018-12-20 2024-05-09
53. COPART INC COM STK   2018-12-20 2024-05-10
63. COPART INC COM STK   2018-12-20 2024-05-13
62. COPART INC COM STK   2018-12-20 2024-05-14
63. COPART INC COM STK   2018-12-20 2024-05-15
61. COPART INC COM STK   2018-12-20 2024-05-16
59. COPART INC COM STK   2018-12-20 2024-05-17
70. DIAGEO PLC- SPONSORED ADR   2009-06-19 2024-07-19
23. DIAGEO PLC- SPONSORED ADR   2009-06-19 2024-07-22
22. DIAGEO PLC- SPONSORED ADR   2009-06-19 2024-07-23
23. DIAGEO PLC- SPONSORED ADR   2009-06-19 2024-07-24
22. DIAGEO PLC- SPONSORED ADR   2009-06-19 2024-07-30
18. ASPEN TECHNOLOGY, INC. COM STK   2024-05-16 2024-11-05
12. ASPEN TECHNOLOGY, INC. COM STK   2024-05-16 2024-11-05
24. ASPEN TECHNOLOGY, INC. COM STK   2024-05-16 2024-11-19
46. GUIDEWIRE SOFTWARE INC COM STK   2024-05-16 2024-08-19
14. GUIDEWIRE SOFTWARE INC COM STK   2024-05-16 2024-09-06
23. GUIDEWIRE SOFTWARE INC COM STK   2024-05-16 2024-09-20
16. GUIDEWIRE SOFTWARE INC COM STK   2024-05-16 2024-10-08
30. HEICO CORP CL A   2024-05-16 2024-11-15
88. NESTLE S A SPONS ADR   2009-06-19 2024-07-19
27. NESTLE S A SPONS ADR   2009-06-19 2024-07-22
28. NESTLE S A SPONS ADR   2009-06-19 2024-07-23
28. NESTLE S A SPONS ADR   2009-06-19 2024-07-24
31. NESTLE S A SPONS ADR   2009-06-19 2024-07-25
95. PROGRESSIVE CORP OHIO   2020-05-21 2024-08-09
13. PROGRESSIVE CORP OHIO   2020-05-21 2024-08-12
13. PROGRESSIVE CORP OHIO   2020-05-21 2024-08-22
25. PROGRESSIVE CORP OHIO   2020-05-13 2024-10-31
38. PROGRESSIVE CORP OHIO   2020-05-13 2024-11-15
22. TAKE-TWO INTERACTIVE SOFTWRE COM STOCK   2024-05-16 2024-08-19
11. WATSCO INC COM STK   2024-05-16 2024-09-19
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 169   181 -12
b 459,085   590,000 -130,915
c 72,140   70,000 2,140
d 25,205   3,372 21,833
e 6,071   731 5,340
2,741   337 2,404
6,358   787 5,571
7,040   843 6,197
29,802   10,882 18,920
3,470   2,991 479
6,957   6,088 869
6,206   5,282 924
7,291   1,617 5,674
2,766   594 2,172
2,907   624 2,283
3,431   742 2,689
3,350   730 2,620
3,467   742 2,725
3,332   718 2,614
3,184   695 2,489
8,996   4,112 4,884
2,977   1,351 1,626
2,827   1,292 1,535
2,972   1,351 1,621
2,741   1,292 1,449
4,341   3,992 349
2,887   2,662 225
5,918   5,323 595
6,804   5,677 1,127
2,261   1,728 533
4,001   2,839 1,162
2,931   1,975 956
6,266   5,129 1,137
9,244   3,277 5,967
2,864   1,005 1,859
2,948   1,043 1,905
2,947   1,043 1,904
3,113   1,154 1,959
20,955   7,042 13,913
2,901   963 1,938
3,107   963 2,144
6,119   1,821 4,298
9,701   2,766 6,935
3,306   3,278 28
5,500   5,293 207
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
      59,541
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       -12
b       -130,915
c       2,140
d       21,833
e       5,340
      2,404
      5,571
      6,197
      18,920
      479
      869
      924
      5,674
      2,172
      2,283
      2,689
      2,620
      2,725
      2,614
      2,489
      4,884
      1,626
      1,535
      1,621
      1,449
      349
      225
      595
      1,127
      533
      1,162
      956
      1,137
      5,967
      1,859
      1,905
      1,904
      1,959
      13,913
      1,938
      2,144
      4,298
      6,935
      28
      207
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 76,813
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 2,315
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,315
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,315
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,315
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 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBROWN BROTHERS HARRIMAN TR CO NA Telephone no.right arrow (212) 493-8000

Located atright arrow140 BROADWAY 7TH FLOORNEW YORKNY ZIP+4right arrow10005
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JEANETTE BUNN TRUSTEE
1 		0    
3805 EDWARDS RD
CINCINNATI,OH45209
ANTHONY WOODWARD TRUSTEE
1 		0    
3805 EDWARDS RD
CINCINNATI,OH45209
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
6,118,236
b
Average of monthly cash balances.......................
1b
397,311
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,515,547
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
6,515,547
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
97,733
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
6,417,814
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
320,891
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
320,891
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,315
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,315
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
318,576
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
318,576
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
318,576
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
286,537
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
286,537
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 318,576
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 248,503
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 286,537
a Applied to 2023, but not more than line 2a 248,503
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 38,034
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		280,542
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 (2024)
Form 990-PF (2024)
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

AMBER WAVES FARM

367 MAIN STREET
AMAGANSETT,NY11930 		NONE PC GENERAL 1,750

AQUIDNECK LAND TRUST

790 AQUIDNECK AVE
MIDDLETOWN,RI02842 		NONE PC GENERAL PURPOSE 250

BOWDOIN COLLEGE

4100 COLLEGE STATION
BRUNSWICK,ME04011 		NONE PC GENERAL SUPPORT 500

CENTER FOR ADDICTION TREATMENT

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

CHOATE ROSEMARY HALL

333 CHRISTIAN ST
WALLINGFORD,CT06492 		NONE PC GENERAL PURPOSE 1,000

CIVIC GARDEN CENTER OF GREATER
CINCINNATI
2715 READING RD
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 3,000

DARDEN SCHOOL FOUNDATION UNIV OF VA

PO BOX 400321
CHARLOTTESVILLE,VA22904 		NONE PC GENERAL PURPOSE 1,000

FOOD FOR FREE COMMITTEES INC

11 INMAN STREET
CAMBRIDGE,MA02139 		NONE PC GENERAL PURPOSE 500

GARDEN CLUB OF EAST HAMPTON INC

PO BOX 879
EAST HAMPTON,NY11937 		NONE PC GENERAL 500

GUARDIANS OF MARTIN COUNTY

PO BOX 1489
HOBE SOUND,FL33475 		NONE PC GENERAL PURPOSE 5,000

HOBE SOUND EARLY LEARNING CENTER

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

HOBE SOUND COMMUNITY CHEST

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

INDIAN HILL HISTORICAL SOCIETY

8100 GIVEN ROAD
INDIAN HILL,OH45243 		NONE PC GENERAL SUPPORT 3,000

INDIAN HILL CHURCH

6000 DRAKE ROAD
CINCINNATI,OH45243 		NONE PC GENERAL SUPPORT 3,000

ISABELLA STEWART GARDNER MUSEUM

25 EVANS WAY
BOSTON,MA02115 		NONE PC GENERAL PURPOSE 500

JUPITER ISLAND MEDICAL CLINIC

100 ESTRADA SQUARE
HOBE SOUND,FL33455 		NONE PC GENERAL SUPPORT 2,000

JUPITER ISLAND ARTS COUNCIL

PO BOX 4
HOBE SOUND,FL33475 		NONE PC GENERAL SUPPOR 2,500

JUPITER MEDICAL CENTER FDN

1210 S OLD DIXIE HWY
JUPITER,FL33458 		NONE PC GENERAL PURPOSE 5,000

LADD INC

3603 VICTORY PARKWAY
CINCINNATI,OH45229 		NONE PC GENERAL PURPOSE 2,500

LAKE FOREST PRESERVATION FOUNDATION

400 E ILLINOIS RD
LAKE FOREST,IL60045 		NONE PC GENERAL SUPPORT 1,000

LONGHOUSE RESERVE

133 HANDS CREEK ROAD
EAST HAMPTON,NY11930 		NONE PC GENERAL SUPPORT 1,000

LOYOLA MARYMOUNT UNIVERSITY

1 LMU DR U-HALL 4900
LOS ANGELES,CA90045 		NONE PC GENERAL SUPPORT 500

MAYFIELD EDUCATION AND RESEARCH FUND

3825 EDWARDS RD STE 300
CINCINNATI,OH45209 		NONE PC GENERAL SUPPORT 10,000

NORTH CHICAGO COMM PARTNER

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

ORANGUTAN OUTREACH

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

1000 FRIENDS OF FLORIDA

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

PENNY'S FLIGHT FOUNDATION

65 DUCK POND RD
GLEN COVE,NY11542 		NONE PC GENERAL OPERATING 1,000

PLANNED PARENTHOOD OF SOUTH FL

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

PROCTOR ACADEMY

PO BOX 389
ANDOVER,NH03216 		NONE PC GENERAL SUPPORT 1,750

RUNWAY FOR RECOVERY

14 INN ST
NEWBURYPORT,MA01950 		NONE PC GENERAL PURPOSE 500

SCAN-HARBOR

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

STEPPINGSTONE FOUNDATION INC

ONE APPLETON ST 4TH FL
BOSTON,MA02116 		NONE PC GENERAL SUPPORT 500

ST GEORGE'S SCHOOL

PO BOX 1910
NEWPORT,RI028400190 		NONE PC GENERAL PURPOSE 2,000

TEACH FOR AMERICA

1391 SPEER BLVD STE 710
DENVER,CO80204 		NONE PC GENERAL PURPOSE 2,500

350ORG

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

THE BOWERY MISSION

90 LAFAYETTE ST FL 6
NEW YORK,NY10013 		NONE PC GENERAL PURPOSE 500

THE CHILDREN'S ROOM

1210 MASSACHUSETTS AVE
ARLINGTON,MA02476 		NONE EXEMPT GENERAL PURPOSE 1,500

THE CONVERSATION US

303 WYMAN ST SUITE 300
WALTHAM,MA02451 		NONE PC GENERAL 1,000

THE CONSERVATION FUND

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

THE EVERGLADES FOUNDATION INC

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

THE HT40 FOUNDATION

170 RIDGE ACRES RD
DARIEN,CT06820 		NONE PC GENERAL PURPOSE 1,500

UNCOMMON ORG INC

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

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

ZUMIX

260 SUMNER ST
EAST BOSTON,MA02128 		NONE PC GENERAL PURPOSE 250

BABSON COLLEGE

231 FOREST STREET
BABSON PARK,MA02457 		NONE PC SCHOLARSHIP 500

CARROLL SCHOOL CORP

25 BAKER BRIDGE ROAD
LINCOLN,MA01773 		NONE PC GENERAL SUPPORT 1,250

FRIENDS OF GRACE CHURCH SCHOOL

254 HICKS STREET
BROOKLYN,NY11201 		NONE PC GENERAL SUPPORT 3,000

PECONIC LAND TRUST

PO BOX 1776
SOUTHAMPTON,NY11969 		NONE PC GENERAL SUPPORT 15,000

AMAGANSETT FREE LIBRARY

215 MAIN STREET
AMAGANSETT,NY11930 		NONE PC GENERAL SUPPORT 3,000

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

CONVENT OF THE SACRED HEART

1 EAST 91ST STREET
NEW YORK,NY10128 		NONE PC GENERAL 1,500

NATIONAL RESOUCES DEFENSE COUNCIL

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

GROUP FOR THE EAST END

PO BOX 1792
SOUTHOLD,NY11971 		NONE PC GENERAL SUPPORT 1,000

US SQUASH

555 EIGHTH AVENUE SUITE 1102
NEW YORK,NY100184311 		NONE PC GENERAL SUPPORT 500

SQUASH AND EDUCATION ALLIANCE

555 EIGHTH AVE SUITE 1102
NEW YORK,NY100184311 		NONE PC GENERAL PURPOSE 500

LAWRENCEVILLE SCHOOL

PO BOX 6125
LAWRENCEVILLE,NJ08648 		NONE PC GENERAL SUPPORT 7,250

LAKE FOREST-LAKE BLUFF
HISTORICAL SOCIETY
361 EAST WESTMINSTER
LAKE FOREST,IL60045 		NONE PC GENERAL SUPPORT 1,000

HEIGHTS AND HILLS

57 WILLOUGHBY STREET 4TH FLOOR
BROOKLYN,NY11201 		NONE PC GENERAL SUPPORT 1,000

FRIEND OF THE LITTLE MIAMI STATE PARK

9375 MASON MONTGOMERY
MASON,OH45040 		NONE PC GENERAL SUPPORT 2,000

CINCINNATI ART MUSEUM

953 EDEN PARK DRIVE
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 10,000

BOYS AND GIRLS CLUB OF GREATER
CINCINNATI
600 DALTON AVENUE
CINCINNATI,OH45203 		NONE PC GENERAL SUPORT 2,000

BEECHWOOD HOME

2140 POGUE AVENUE
CINCINNATI,OH45208 		NONE PC GENERAL SUPPORT 3,000

CINCINNATI ZOO AND BOTANICAL GARDENS

3400 VINE STREET
CINCINNATI,OH45220 		NONE PC GENERAL SUPPORT 10,000

MERCHANTILE LIBRARY

414 WALNUT ST STE 1100
CINCINNATI,OH45202 		NONE PC GENERAL PURPOSE 2,000

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

STEPPING STONES CENTER FOR HANDICAPPED

5650 GIVEN ROAD
CINCINATTI,OH45243 		NONE PC GENERAL SUPPORT 4,000

PROSPECT HOUSE INC

682 HAWTHORNE AVENUE
CINCINNATI,OH45205 		NONE PC GENERAL SUPPORT 8,000

CINCINNATI CHILDREN'S HOSPITAL

3333 BURNET AVE MLC 9002
CINCINNATI,OH45229 		NONE PC GENERAL SUPPORT 4,000

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

CINCINNATI HISTORICAL SOCIETY

1301 WESTERN AVENUE
CINCINNATI,OH45203 		NONE PC GENERAL SUPPORT 3,000

FIRST STEP HOME

2203 FULTON STREET
CINCINNATI,OH45206 		NONE PC GENERAL SUPPORT 3,000

CINCINNATI PARKS FOUNDATION

950 EDEN PARK DRIVE
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 2,000

CAP ELEUTHERA FOUNDATION

PO BOX 842484
BOSTON,MA02284 		NONE PC GENERAL SUPPORT 1,000

CINCINNATI OBSERVATORY

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

CARDINAL LAND CONSERVANCY

790 GARFIELD AVE
MILFORD,OH45150 		NONE PC GENERAL SUPPORT 10,000

CINCINNATI PRESERVATION ASSOCIATION

342 WEST 4TH STREET
CINCINNATI,OH45202 		NONE PC GENERAL SUPPORT 10,000

SOCIETY OF COLONIAL WARS STATE OF OHIO

8430 SHAWNEE RUN ROAD
CINCINNATI,OH45243 		NONE PC GENERAL SUPPORT 5,000

CINCINNATI NATURE CENTER

4949 TEALTOWN ROAD
MILFORD,OH45150 		NONE PC GENERAL SUPPORT 10,000

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

WBEZ CHICAGO PUBLIC MEDIA INC

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

LAKE FOREST GARDEN CLUB

PO BOX 497
LAKE FOREST,IL60045 		NONE PC GENERAL SUPPORT 5,000

LAKE FOREST OPEN LANDS

350 NORTH WAUKEGAN ROAD
LAKE FOREST,IL60045 		NONE PC GENERAL SUPPORT 1,000

THE ROYAL OAK FOUNDATION

35 WEST 35TH STREET SUITE 1200
NEW YORK,NY10001 		NONE PC GENERAL SUPPORT 3,000

CAMBRIDGE PUBLIC LIBRARY FUND

449 BROADWAY
CAMBRIDGE,MA02138 		NONE PC GENERAL SUPPORT 500

OCEARCH

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

LEWIS AND CLARK COLLEGE

0615 SW PALATINE HILL ROAD
PORTLAND,OR972197899 		NONE PC GENERAL SUPPORT 1,000
Total .................................right arrow 3a 252,500
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 105,850  
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 76,813  
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) ..   182,663  
13Total. Add line 12, columns (b), (d), and (e)..................
13
182,663
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
WOODWARD FAMILY CHARITABLE FOUNDATION
 
Employer identification number

36-7015446
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WOODWARD FAMILY CHARITABLE FOUNDATION
  		Employer identification number
36-7015446
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
WOODWARD CLAT
 
140 BROADWAY 4TH FLOOR
 
NEW YORK, NY10005

$ 137,295


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
WOODWARD FAMILY CHARITABLE FOUNDATION
  		Employer identification number

36-7015446
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
WOODWARD FAMILY CHARITABLE FOUNDATION
  		Employer identification number

36-7015446
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 500     500

TY 2024 InvestmentsCorpBondsSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Name of Bond End of Year Book Value End of Year Fair Market Value
BBH LIMITED DURATION FD CL I 554,781 574,073
BBH INCOME FD 421,260 376,749
BBH PARTNER FUND INTERNATIONAL 961,290 1,116,024
GQG PART EMERG MKTS EQ-INST 208,991 275,948
GQG PART QLTY EQTY-INST 160,000 155,412

TY 2024 InvestmentsCorpStockSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Name of Stock End of Year Book Value End of Year Fair Market Value
DIAGEO PLC-SPONS ADR    
NESTLE S A SPONS ADR    
AKRE FOCUS FUND 500,211 994,649
GQG PART EMERG MTS    
BERKSHIRE HATHAWAY CL B 8,430 67,992
PROGRESSIVE CORP OHIO 12,082 39,775
ZOETIS INC 8,384 47,087
AMAZON COM INC 46,012 65,378
WASTE MANAGEMENT 18,176 63,766
ALPHABET INC CL C 8,968 118,835
MICROSOFT CORP 66,235 93,573
ORACLE CORP 17,906 79,321
BBH INTL EQUITY FD CL N    
COPART INC COM STK    
KLA-TENCOR CORP 14,093 61,752
LINDE PLC COM STK 31,220 79,966
BOOKING HOLDINGS 15,824 44,716
COSTCO 12,044 54,060
ARTHUR J GALLAGHER 20,586 65,286
ALCON INC 29,517 55,858
MASTERCARD INC 43,172 90,043
NIKE INC CL B 28,372 26,333
THERMO FISHER SCIENTIFIC INC 38,483 44,740
S&P GLOBAL INC 32,398 46,815
ABBOTT LABS 45,403 42,642
CLARKSTON FOUNDERS FD - FOUNDE 165,000 174,353
BBH PARTNERS FD - SMALL CAP    
ADOBE INC 35,281 36,464
TEXAS INSTRUMENTS INC 33,383 37,314
CLARKSTON SERIES TRUST 470,612 608,684
UNITEDHEALTH GROUP INC 25,471 24,281
OTIS WORLDWIDE CORPORATION COM 18,162 17,411
APPLIED MATERIALS INC 23,370 20,817
AUTOMATIC DATA PROCESSING INC 25,531 29,566
CADENCE DESIGN SYS INC 11,668 13,220
ADVANCED DRAINAGE SYSTEM INC C 29,816 19,074
APTARGROUP INC COM 21,969 23,408
ARISTA NETWORKS INC COM SHS 20,276 27,411
BRIGHT HORIZONS FAMILY SOLUT C 13,576 13,080
BROWN & BROWN INC 22,202 25,301
BRUKER CORP COM STK 27,379 21,045
CBRE GROUP INC CL A 18,941 26,521
DARLING INGREDIENTS INC COM 21,087 16,575
ASPEN TECHNOLOGY INC COM STK 7,541 8,487
ENTEGRIS INC COM STK 34,660 25,657
GFL ENCIRONMENTAL COM STK 20,981 26,501
GXO LOGISTICS INCORPORATED COM 22,821 19,314
GUIDEWIRE SOFTWARE INC COM STK 22,957 31,356
HEICO CORP CL A 15,045 16,375
LPL FINANCIAL HOLDINGS INC COM 22,262 27,427
MISTER CAR WASH INC COM 10,675 10,060
NVR INC COM STK 7,798 8,179
SHIFT4 PAYMENTS INC CL A 19,505 28,228
TAKE-TWO INTERACTIVE SOFTWARE 17,135 21,169
TORO CO COM STK 15,315 13,937
VULCAN MATERIALS CO 19,735 18,778
WATSCO INC COM STK 30,314 29,855
WEST PHARMACEUTICAL SVCS INC 11,550 13,102
WILLSCOT MOBILE MINI HOLDINGS 11,747 10,905
WYNDHAM HOTELS & RESORTS INC C 17,345 24,895
ZEBRA TECHNOLOGIES CORP COM 20,738 24,718
ICON PLC COM STK 26,676 19,503
GLOBANT SA COM STK 20,798 25,302

TY 2024 OtherExpensesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 200 200   0
OTHER EXPENSE (NON-DEDUCTIBLE 6 6   0


TY 2024 OtherIncreasesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Description Amount
ROUNDING 2


TY 2024 OtherProfessionalFeesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 46,419 12,882   33,537


TY 2024 TaxesSchedule
Name:
WOODWARD FAMILY CHARITABLE FOUNDATION
EIN:
36-7015446
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAX PAYMENT - PRIOR YE 1,111 0   0
FEDERAL ESTIMATES - PRINCIPAL 1,000 0   0
FOREIGN TAXES ON QUALIFIED FOR 3,015 3,015   0