Richard and Elizabeth Ward

EIN 93-1318963 • Atlanta, GA

3600 Tuxedo Court NWAtlanta, GA 30305

Siviq Scores

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Balance Sheet

Assets

No earlier filing loaded for comparison.

Liabilities

No earlier filing loaded for comparison.

Net Assets

No earlier filing loaded for comparison.

Operations

Revenue

$13,570

No earlier filing loaded for comparison.

Expenses

$246,624

No earlier filing loaded for comparison.

Net Income

-$233,054

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2021

Assets$0

Liabilities$0

Net Assets$0

Open 2021 Filing

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2021

Revenue$13,570

Expenses$246,624

Net Income-$233,054

Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $0
Liabilities: $0
Net assets: $0
Revenue: $13,570
Expenses: $246,624
Net income: -$233,054

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2021Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.14	$2.47	$2.33

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Jan 30, 2023
Return Version: 2021v4.2

Compensation and Service Providers

Employees

Name	Title	Full / Part Time	Base	Other	Total
RICHARD B WARD	President	-	$0	-	-
ELIZABETH L WARD	Vice President	-	$0	-	-
KENNETH D STEPHENS	Secretary	-	$0	-	-
ROBERT J RAND	Treasurer	-	$0	-	-
C BRUCE WARD	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Richard and Elizabeth Ward
EIN: 93-1318963
Phone: 4048468377
Address: 3600 TUXEDO COURT NW, ATLANTA, GA 30305

Signing Officer

Name: Elizabeth Ward
Title: Vice President
Phone: 4048468377
Signed: 2023-01-30
Discuss with paid preparer: Yes

Preparer

Firm: Jorstad Incorporated CPA
Address: 1000 FOURTH STREET SUITE 375, SAN RAFAEL, CA 94901-3122
Preparer: Radoslav Simeonov
Phone: 4154596622

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	ELIZABETH L WARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	KENNETH D STEPHENS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	4	C BRUCE WARD
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4154596622
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	240348
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	FINAL DISTRIBUTION OF FOUNDATION ASSETS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	AMERICAN ENDOWMENT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	5700 DARROW RD STE 118
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	44236
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	240348
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	6642
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	22999
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	8712
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	201995
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	201995
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2017
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	22999
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	240348
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	201995
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	201995
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	22999
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	8712
LiquidationExplanationStmt/ExplanationTxt	0	THE ENTITY WAS TERMINATED AS OF 12/31/2021. I FINAL DISTRIBUTION OF ALL OF THE FOUNDATION ASSETS WAS MADE ON AUGUST 4TH, 2021 TO A QUALIFYING PUBLIC CHARITY AS FOLLOWS: NAME AND ADDRESS OF THE RECIPIENT ORGANIZATION - AMERICAN ENDOWMENT FOUNDATION (WARD FAMILIY CHARITABLE FUND) FEIN:34-1747398, 5700 DARROW ROAD, STE 118, HUDSON, OH 44236 NATURE AND FAIR MARKET VALUE OF ASSTES DISTRIBUTED - CASH AND PUBLICALLY TRADED SECURITIES VALUED AT $240,348.27 ON THE DATE OF DISTRIBUION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1711
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	117865
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUSTMENT FOR SECURITIES GRANTED OUT
TaxesSchedule/TaxesDetail/Amt	0	2427
TaxesSchedule/TaxesDetail/Amt	1	82
TaxesSchedule/TaxesDetail/CategoryTxt	0	FED. EXCISE TAX - 2020
TaxesSchedule/TaxesDetail/CategoryTxt	1	OREGON STATE FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	ELIZABETH WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	4048468377
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	RICHARD AND ELIZABETH WARD
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	RICH
ReturnHeader/Filer/EIN	0	931318963
ReturnHeader/Filer/PhoneNum	0	4048468377
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3600 TUXEDO COURT NW
ReturnHeader/Filer/USAddress/CityNm	0	ATLANTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	GA
ReturnHeader/Filer/USAddress/ZIPCd	0	30305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	680104659
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JORSTAD INCORPORATED CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1000 FOURTH STREET SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	949013122
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4154596622
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	RADOSLAV SIMEONOV
ReturnHeader/ReturnTs	0	2023-01-30T14:08:07-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	ELIZABETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	WARD
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

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