2024-07-15T22:38:28-05:00 2023-08-31 210658561 BOWMAN & COMPANY LLP 601 WHITE HORSE ROAD VOORHEES NJ 080432493 990PF 2022-09-01 226083636 INNOVATING WORTHY PROJECTS FOUNDATION INNO 3058615352 411 WALNUT STREET 12272 GREEN COVE SPRINGS FL 320433443 RICHARD W CULBERTSON JR TREASURER 8567822895 2024-07-15 1 RICHARD CULBERTSON JR 999009999 0 JOHN R CULBERTSON P01444097 8564356200 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4949324 X X 186232 186232 159435 3776108 159435 345667 345667 79250 31700 39625 23177 6953 13906 20000 6000 12000 26136 25246 763 26 26 0 6963 2786 3482 17334 0 0 172886 72711 69776 176360 176360 349246 72711 246136 -3579 272956 29186 30544 30544 1112760 789935 750281 4001810 4320990 4148784 24462 19715 19715 5168218 5161184 4949324 27676 24221 27676 24221 X 0 0 0 0 5140542 5136963 5140542 5136963 5168218 5161184 5140542 -3579 0 5136963 0 5136963 WELLS FARGO #8794 VARIOUS 2023-08-31 398731 435874 -37143 -37143 WELLS FARGO #8794 VARIOUS 2023-08-31 3289079 3180799 108280 108280 CAPITAL GAINS DIVIDENDS P 88298 88298 88298 159435 3794 0 3794 0 3794 474 0 5000 0 5474 176 1504 1504 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 WWW.IWPF.ORG ADMINISTRATIVE ASSISTANT 3058615352 411 WALNUT STREET 12272 GREEN COVE SPRINGS FL 320433443 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR EDWARD PACKER 15 WILLOW ROAD ASHEVILLE NC 28804 CHAIRMAN/PRESIDENT 10.00 48000 0 0 HOWARD PACKER ESQ 5151 COLLINS AVENUE 722 MIAMI FL 33140 TRUSTEE 15.00 31250 0 0 STEPHEN P WEISS 2000 MARKET STREET 1OTH FLOOR PHILADELPHIA PA 19103 SECRETARY 1.00 0 0 0 RICHARD W CULBERTSON JR 601 WHITE HORSE ROAD VOORHEES NJ 080432493 TREASURER 1.00 0 0 0 JEFFREY PACKER 4415 N 37TH WAY PHOENIX AR 85018 CHAIRMAN 1.00 0 0 0 EMILY ZAPPA 3344 E GRANITEVIEW DRIVE PHOENIX AR 85044 TRUSTEE 1.00 0 0 0 AMANDA KAYE 621 E LOMA LANE PHOENIX AR 85020 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 4930310 54201 19715 5004226 0 0 5004226 75063 4929163 246458 246458 3794 3794 242664 0 242664 0 242664 246136 0 246136 242664 0 0 6694 10551 17245 246136 0 0 0 242664 3472 0 0 20717 0 0 0 0 0 0 6694 14023 10551 3472 IWP FOUNDATION ATTN HOWARD PACKER 411 WALNUT STREET 12272 GREEN COVE SPRINGS FL 320433443 3058615352 APPLICATIONS ARE ACCEPTED IN WRITTEN PROPOSAL FORM ON A CASE-BY-CASE BASIS. THE FOUNDATION ACCEPTS PROPOSALS ON AN ONGOING BASIS. CHARITABLE FIELDS, KINDS OF INSTITUTIONS, OR OTHER FACTORS. 1. GRANTS ARE AWARDED TO ORGANIZATIONS DEDICATED TO THE SERVICE OR CARE OF SCHOOL AGE AND PRE-SCHOOL CHILDREN WITH SPECIAL NEEDS DUE TO ILLNESS, INJURY, BIRTH DEFECT OR OTHER CIRCUMSTANCES. 2. TO OFFER THE SERVICES OF THE FOUNDATION TO OTHER FACILITIES AND PROGRAMS IN NEED OF EXPERTISE IN STRUCTURING, DEVELOPING OR MODIFYING THEIR PROGRAMS. AARON'S ACES 1861 CHARTER LANE SUITE 114 LANCASTER PA 17601 NONE PROVIDE PARTIAL SCHOLARSHIPS FOR 18 PARTICIPANTS AT CAMP 9000 BRIDGE II SPORTS 3729 MURPHY SCHOOL ROAD DURHAM NC 277050009 NONE PURCHASE YOUTH SIZED RACING WHEELCHAIRS, SPORTS SPECIFIC - TRACK & FIELD 10000 CAMP RISE ABOVE 4476 LEEDS PLACE WEST B NORTH CHARLESTON SC 29405 NONE TO PROVIDE FOR PROGRAM ACTIVITY COSTS AND CAMPERSHIPS FOR PARTICIPANTS 10000 DANNY DID FOUNDATION 3008 CENTRAL STREET SUITE 203 EVANSTON IL 60201 NONE TO PURCHASE 13 SEIZURE DETECTING DEVICES FOR FAMILIES IN NEED 10000 DISABILITY EMPOWHER NETWORK INC 110 WEMBLY ROAD ROCHESTER NY 14616 NONE EMPOWHER CAMP: A LEADERSHIP PROGRAM FOR GIRLS WITH DISABILITIES 10000 DOWN SYNDROME ASSOCIATION OF DELAWARE 1240 CAPITOL TRAIL NEWARK DE 19711 NONE DAYS OF SUMMER: INCLUSIVE CAMP FOR CHILDREN WITH DOWN SYNDROME 10000 DOWN SYNDROME CONNECTION OF THE BAY AREA 101-J TOWN COUNTRY DRIVE DANVILLE CA 94526 NONE SPEECH THERAPY TOOLS FOR CHILDREN WITH DOWN SYNDROME AND APRAXIA 9798 FOUNDATION THINKAGAIN 2355 WESTWOOD BLVD 431 LOS ANGLES CA 90064 NONE PROVIDE INNOVATIVE REHABILITATION THERAPIES TO SPECIAL-NEEDS, PEDIATRIC CANCER/BRAIN TUMOR SURVIVORS 10000 HOPE TO WALK 125 NORTH MAIN STREET SUITE 500-188 BLACKSBURG VA 24060 NONE TO OFFER PROSTHETIC LEGS AND HOPE TO A WORLD IN NEED. TO ENSURE ALL AMPUTEES CAN ACCESS THE ABILITY TO WALK. 7000 HOPECAM INC 12100 SUNSET HILLS RD C-10 RESTON VA 20190 NONE TO OVERCOME THE SOCIAL ISOLATION EXPERIENCED BY CHILDREN DIAGNOSED WITH CANCER. 10000 LIGHTHOUSE OF BROWARD COUNTY 650 NORTH ANDREWS AVENUE FORT LAUDERDALE FL 33311 NONE TO PROVIDE THE LEADERSHIP, SERVICES, ADVOCACY, AND RESOURCES NECESSARY TO ENHANCE THE LIVES OF PEOPLE WHO ARE BLIND AND VISUALLY IMPAIRED IN BROWARD COUNTY AND EMPOWER THEM TO LIVE INDEPENDENT, HEALTHY, EMPLOYED, AND FULFILLING LIVES 3748 MOORE BUDDIES MENTORING PO BOX 1966 SOUTHERN PINES NC 28388 NONE TO PURCHASE MUSICAL INSTRUMENTS AND EQUIPMENT FOR AFTERSCHOOL PROGRAM 10000 PA TOURETTE SYNDROME ALLIANCE INC 527 FREDERICK STREET HANOVER PA 17331 NONE TO SUPPORT AND ASSIST INDIVIDUALS WITH TOURETTE SYNDROME 3480 SUPPORT MY CLUB 6910 E 5TH AVENUE 6 SCOTTSDALE AZ 85251 NONE SERVICE-BASED AND EDUCATIONAL AFTER-SCHOOL PROGRAMS COMMITTED TO SPECIAL EDUCATION STUDENTS 5000 KIDS EQUIPMENT NETWORK PO BOX 465 ITASCA IL 60143 NONE PROVIDE DURABLE MEDICAL/ADAPTIVE EQUIPMENT TO CHILDREN, AT NO COST 10000 THE LUCY PROJECT 2730 SW 3RD AVENUE SUITE 304 MIAMI FL 33129 NONE BUILD THE LITERACY CAPACITY OF LOW INCOME CHILDREN WITH DISABILTIES 7956 VALLEY FORGE EDUCATIONAL SERVICES 1777 NORTH VALLEY ROAD MALVERN PA 19355 NONE PROVIDE EQUIPMENT FOR THE VANGUARD SCHOOL MEDIA LEARNING CENTER FOR SPECIAL NEEDS STUDENTS 2500 VISUALLY IMPAIRED ADVANCEMENT 1170 MAIN STREET BUFFALO NY 14209 NONE TO SUPPORT AND ASSIST INDIVIDUALS THAT ARE VISUALLY IMPAIRED 3678 WHEELCHAIRS 4 KIDS 1200 S PINELLAS AVENUE UNIT T TARPON SPRINGS FL 34689 NONE TO PURCHASE WHEELCHAIRS AND PROVIDE HOME AND/OR VEHICLE MODIFICATIONS 10000 WHISPERING ACRES TAILS & TREASURES 71765 581ST AVENUE JANSEN NE 68377 NONE SUPPORT FOR HIGH HOPES EQUINE ASSISTED LEARNING TO ASSIST CHILDREN 4200 YMCA OF KITSAP COUNTY WA 905 PACIFIC AVENUE BREMERTON WA 98337 NONE TRAUMA CARE FOR DOMESTIC AND SEXUALLY ABUSED CHILDREN AND YOUTH 10000 REUNION SPORTIVE D'HAITI INC 903 KENNEBEC AVENUE TAKOMA PARK MD 20912 NONE TO BUILD SKILLS, CHARACTERS, AND COMMUNITIES THROUGH SPORTS AND EDUCATION, AND TO PROMOTE THE WELL-BEING OF VULNERABLE CHILDREN TO REACH THEIR FULL POTENTIAL IN SOCIETY 10000 176360 0 14 186232 14 159435 0 345667 0 345667 0 0 0 0 0 0 0 0 0 0 BOWMAN & COMPANY LLP 20000 6000 12000 ALBERTSONS INC DEBENTURES 93252 102500 LUMEN TECHNOLOGIES SENIOR NOTES 100197 29695 CLIFFS NATURAL RESOURCES SENIOR 168386 165752 COLUMBIA HCA HEALTHCARE 40139 41562 COLUMBIA HLTH DEBENTURES 52162 52163 PACTIV CORP DEBENTURES 97651 100706 TENET HEALTHCARE CORP SENIOR NOTES 60644 64986 TEVA PHARM FINANCE LLC BONDS 79777 92167 WENDYS INTERNATIONAL DEBENTURES 97727 100750 ALGONQUIN PWR 7.75% PFD AT COST 97253 60278 ARGO GROUP INC 7% PFD AT COST 49377 45900 BANK OF AMERICA 7.25% AT COST 192204 156450 BRIGHTHOUSE FIN 6.75% PFD AT COST 25000 23820 BRIGHTHOUSE FINL PFD 6.6% AT COST 25000 22440 COMPASS DVRSF HOLDING PFD 7.875% AT COST 22436 24800 CAPITAL ONE FIN 5.00% PREFERRED AT COST 40724 37840 FIRST CITIZEN PFD 5.625% AT COST 42601 41400 FIRST TRUST DOW TARGET 10 FEB 23 REIN AT COST 14750 14562 FIRST TRUST DSIP PORT 1ST QTR 2023 SERIES REIN AT COST 38451 39794 FIRST TRUST DSIP PORT 2ND QTR 2023 SERIES REIN AT COST 58878 58951 FIRST TRUST DSIP PORT 3RD QTR 2022 SERIES REIN AT COST 223589 235132 FIRST TRUST DSIP PORT 3RD QTR 2023 SERIES REIN AT COST 183937 182753 FIRST TRUST DSIP PORT 4TH QTR 2022 SERIES REIN AT COST 45955 51165 FIRST TRUST RISING ETF DIVIDEND ACHIEVERS AT COST 102049 98961 FORD MOTOR CO 6.5% PFD AT COST 50000 47480 HEARTLAND FIN USA 7% PFD AT COST 25000 23830 INDUSTRIAL SELECT ETF SECTOR SPDR AT COST 76586 75653 INVESCO LARGE CAP CORE STRATEGY 2023-2 REINVEST AT COST 35488 38709 INVESCO MID CAP CORE STRATEGY 2023-2 REINVEST AT COST 30847 32086 INVESCO SMALL CAP CORE STRATEGY 2023-2 REINVEST AT COST 26966 28941 INVESCO TR ETF S&P 500 TOP 50 AT COST 153773 155295 ISHARES CORE S&P ETF SMALL CAP AT COST 178588 173140 ISHARES MSCI EAFE IN ETF AT COST 102163 100428 JOHN HANCOCK ETF TR MULTIFACTOR MIDCAP AT COST 382602 376297 KEMPER CRP JR SUB NT PFD AT COST 24207 20977 NY COMM CAP TR V 6% AT COST 49875 39150 OLD NATL BANCORP 7% PFD AT COST 25000 23540 PEBBLEBROOK 6.3% PFD AT COST 50607 40720 REGIONS FIN CORP 5.7% PFD AT COST 21207 20450 SCHWAB STRATEGIC TR ETF EMERGINING MKTS EQUITY AT COST 102263 99361 SELECT SECTOR SPDR ETF UTILITIES SELECT AT COST 50800 49990 SELECT SECTOR SPDR ETF TR FINANCIAL AT COST 102084 99152 SELECT SECTOR SPDR ETF CONSUMER STAPLES AT COST 76539 73997 SELECT SECTOR SPDR ETF HEALTH CARE AT COST 127908 127216 SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY AT COST 77118 75966 SELECT SECTOR SPDR ETF COMUNICATION SERVICES AT COST 102738 102137 SOUTH JERSEY 5.625% PFD JR. SUBS AT COST 61897 52100 SOUTH JERSEY 8.75% PFD INDS INC CORP AT COST 138726 136500 SPDR EURO STOXX50 ETF AT COST 102215 99547 SPDR S&P 500 TRUST ETF AT COST 383539 383248 SUMMIT HOTEL PPTYS PFD 6.25% CUM PFD AT COST 49572 40660 TELEPHONE&DATA 6% PFD AT COST 50000 30120 TELEPHONE&DATA 6.625% PFD AT COST 50807 34800 US CELLULAR CORP PFD 5.50 SR NOTES AT COST 15427 17400 VANGUARD FTSE ETF DEVELOPED MARKETS AT COST 127724 125538 VANGUARD INFORMATION ETF TECHNOLOGY AT COST 178816 182401 XTRACKERS MSCI EAFE ETF EQUITY AT COST 127704 127709 FOX ROTHSCHILD LLP 23177 6953 13906 PREPAID EXPENSES 2157 2383 2383 ACCRUED INTEREST ON INVESTMENTS 22305 17332 17332 INSURANCE EXPENSE 2709 0 0 OFFICE SUPPLIES & EXPENSE 7051 0 0 PROVISION FOR FEDERAL EXCISE TAX 4218 0 0 STORAGE RENTAL EXPENSE 856 0 0 MISCELLANEOUS 2500 0 0 ACCRUED EXPENSES 20650 20725 ACCRUED FEDERAL EXCISE TAXES 7026 3496 OTHER 1271 381 763 INVESTMENT MANAGEMENT FEES 24865 24865 0 TAXES - PAYROLL 6963 2786 3482