2025-07-15T22:45:45-05:00 2024-08-31 210658561 BOWMAN & COMPANY LLP 601 WHITE HORSE ROAD VOORHEES NJ 080432493 990PF 2023-09-01 226083636 INNOVATING WORTHY PROJECTS FOUNDATION INNO 3058615352 411 WALNUT STREET 12272 GREEN COVE SPRINGS FL 320433443 RICHARD W CULBERTSON JR TREASURER 8567822895 2025-07-15 1 0 JOHN R CULBERTSON P01444097 8564356200 2025-07-15 2023 2025-03-06 01:10:19Z X 5530270 X X 183124 183124 -93062 1049502 0 90062 183124 83000 33200 41500 22730 6819 13638 20000 6000 12000 39313 38777 460 2 2 0 7275 2910 3638 11776 0 0 184096 87708 71236 175603 175603 359699 87708 246839 -269637 95416 30544 25363 25363 789935 639636 703486 4320990 4206218 4786090 19715 15331 15331 5161184 4886548 5530270 24221 19222 24221 19222 X 0 0 0 0 5136963 4867326 5136963 4867326 5161184 4886548 5136963 -269637 0 4867326 0 4867326 WELLS FARGO #8794 VARIOUS 2024-08-31 248596 242406 6190 6190 WELLS FARGO #8794 VARIOUS 2024-08-31 800905 900158 -99253 -99253 CAPITAL GAINS DIVIDENDS P 1 1 1 -93062 1326 0 1326 0 1326 1504 0 0 0 1504 0 178 178 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 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 35000 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 5147448 53680 17523 5218651 0 0 5218651 78280 5140371 257019 257019 1326 1326 255693 0 255693 0 255693 246839 0 246839 255693 0 0 10551 3472 14023 246839 0 0 0 246839 0 8854 8854 5169 0 0 0 0 0 0 1697 3472 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 PARTICIPANTS AT CAMP 2500 CAMP HOLIDAY TRAILS 400 HOLIDAY TRAILS LANE CHARLOTTESVILLE VA 22903 NONE TO BUILD A HAMMOCK VILLAGE FOR OUR COUNSELORS AND CAMPERS WITH MEDICAL NEEDS AND CHRONIC ILLNESSES AND PROVIDE A SPACE TO ADDRESS MENTAL WELLNESS IN THE NATURAL ENVIRONMENT. 8000 CAMP RISE ABOVE 4476 LEEDS PLACE WEST B NORTH CHARLESTON SC 29405 NONE REQUESTING FOR PROGRAM ACTIVITY COSTS AND CAMPERSHIPS FOR PARTICIPANTS. 10000 CLINICS CAN HELP 2560 WESTGATE AVENUE WEST PALM BEACH FL 33409 NONE PROVIDING CHILDREN WITH DISABILITIES NECESSARY MEDICAL EQUIPMENT FOR INCREASED INDEPENDENCE. 8000 COANIQUEM BURN CENTER 2273 SAINT CHARLES COURT LIVERMORE CA 94550 NONE COANIQUEM FREE REHABILITATION PROGRAM FOR CHILDREN WITH SEVERE BURNS 5000 DANNY DID FOUNDATION 3008 CENTRAL STREET SUITE 203 EVANSTON IL 60201 NONE TO PURCHASE 15 SEIZURE DETECTING DEVICES FOR FAMILIES IN NEED. 10000 FAST FEET RUNNING AND ATHLETICS 41-38 66TH STREET UNIT 5B WOODSIDE NY 11377 NONE ADAPTIVE RUNNING AND HEALTH EQUITY PROGRAMS FOR CHILDREN WITH DISABILITIES 5200 FOUDNATION FOR DREAMS 16110 DREAM OAKS PLACE BRADENTON FL 34212 NONE SUPPORT DREAM OAKS CAMP PROGRAM FOR CHILDREN W/SPECIAL NEEDS. 9800 FRESH START SURGICAL GIFTS 2011 PALOMAR AIRPORT ROAD SUITE 206 CARLSBAD CA 92011 NONE DIRECT FUNDING FOR THE SURGERY WEEKEND PROGRAM. 7500 FRIENDSHIP CIRCLE FT LAUDERDALE 1302 EAST LAS OLAS BLVD FORT LAUDERDALE FL 33301 NONE ENHANCE OUR TEEN SCENE PROGRAM, A UNIQUE INITIATIVE THAT NOT ONLY SERVES DEVELOPMENTALLY DISABLED ADOLESCENTS BUT ALSO PLAYS A PIVOTAL ROLE IN SHAPING THE VALUES OF TEEN VOLUNTEERS FROM THE LOCAL COMMUNITY 7000 FRIENDSHIP CIRCLE MIAMI PO BOX 402113 MIAMI BEACH FL 33140 NONE TO HELP LAUNCH THE FIRST DISABILITY-INCLUSIVE YOUTH ORCHESTRA IN MIAMI. 6600 HEARTGIFT 3310 W BRAKER LANE 300-704 AUSTIN TX 78758 NONE FUND LIFE-SAVING HEART SURGERIES FOR CHILDREN 10000 HOPE TO WALK 125 NORTH MAIN STREET SUITE 500-188 BLACKSBURG VA 24060 NONE IMPLEMENT CHILDREN'S AK PROSTHETIC PROGRAM DEVELOPED BY IWPF HTW PARTNERSHIP. 10000 HOPECAM INC 12100 SUNSET HILLS RD C-10 RESTON VA 20190 NONE TO CONNECT KIDS WITH CANCER TO THEIR CLASSROOM AND FRIENDS. 5000 MARTHA'S VINEYARD CEREBRAL PALSY CAMP PO BOX 1357 VINEYARD HAVEN MA 02568 NONE FUNDING TO REPLACE CAMP JABBERWOCKY'S HOBART DISHWASHER 10000 MOBILITY WORKS FOUNDATION 2001 CROCKER ROAD SUITE 510 WESTLAKE OH 44145 NONE WHEELCHAIR ACCESSIBLE VANS FOR LIFE WITHOUT LIMITATIONS 5000 PROJECT CAMP 1501 BURNLEY ROAD SCOTTSVILLE KY 42164 NONE PROVIDE A SUMMER CAMP EXPERIENCE FOR CHILDREN WITH PHYSICAL DISABILITIES. 2500 REUNION SPORTIVE D'HAITI INC 903 KENNEBEC AVENUE TAKOMA PARK MD 20912 NONE EARLY CHILDHOOD EDUCATION AND FEEDING PROGRAM 5000 SOUNDS ACADEMY PO BOX 44497 PHOENIX AZ 85064 NONE SOUNDS ACADEMYS COMPREHENSIVE MUSIC PROGRAM FOR UNDERPRIVILEGED YOUTH 5000 SUNSHINE ON A RANNEY DAY 109B OAK STREET ROSWELL GA 30075 NONE HELP COVER COSTS OF A CHILD'S RENOVATION 5000 THE MANE MISSION 3658 NORTH PERRY PARK ROAD SEDALIA CO 80135 NONE WHEELCHAIR ACCESSIBLE ATV FOR EXCURSIONS IN OUR IDD CHILDRENS PROGRAM 5000 UP ACADEMY 151 WEST 20TH AVENUE SAN MATEO CA 94403 NONE SOUNDPROOF WORKING PODS FOR NEURODIVERSE STUDENTS 10000 WHYARTS INC 6001 DODGE STREET CEC 126E OMAHA NE 68182 NONE KIDS ON THE BLOCK EDUCATES ABOUT DISABILITIES THROUGH PUPPET SHOWS. 7000 BURLEY DISCOVERY MUSEUM 2322 ALERWOOD AVENUE BURLEY ID 83318 NONE TO PROVIDE THE MINI-CASSIA COMMUNITY WITH A SPACE WHERE CHILDREN OF ALL AGES AND ABILITIES CAN BENEFIT FROM A CREATIVE ENVIRONMENT, IMAGINATIVE PLAY, AND HANDS-ON DISCOVERY 4000 GRANDMA'S PLACE INC 184 SPARROW DRIVE ROYAL PALM BEACH FL 33411 NONE TO PROVIDE SHELTER AND LOVING CARE TO CHILDREN WHO HAVE SUFFERED ABUSE OR NEGLECT AND HAVE BEEN REMOVED FROM THEIR HOMES 4500 PATHFINDER SCHOOL 2100 EAST M-36 PICKNEY MI 48169 NONE GENERAL PURPOSE SUPPORT FOR ACADEMICS 3053 JERICHO SCHOOL FOR CHILDREN 1351 SPRINKLE DRIVE JACKSONVILLE FL 32211 NONE SCHOOL FOR CHILDREN WITH AUTISM AND OTHER DEVELOPMENTAL DISABILITIES 2600 THE SHADOW PROJECT 2154 NE BROADWAY SUITE 130 PORTLAND OR 97232 NONE SCHOOL-BASED PROGRAMS, PROVEN TO HELP K-8 STUDENTS WITH LEARNING CHALLENGES LIKE DYSLEXIA, ADHD, AUTISM AND TRAUMA BUILD SKILLS FOR SCHOOL AND LIFE SUCCESS 2350 175603 0 14 183124 14 -93062 0 90062 0 90062 0 0 0 0 0 0 0 0 0 0 BOWMAN & COMPANY LLP 20000 6000 12000 ALBERTSONS INC DEBENTURES 94169 106333 CLIFFS NATURAL RESOURCES SENIOR 168386 175210 COLUMBIA HCA HEALTHCARE 40139 42511 PACTIV CORP DEBENTURES 98226 105683 TENET HEALTHCARE CORP SENIOR NOTES 60768 70738 TEVA PHARM FINANCE LLC BONDS 79777 102729 WENDYS INTERNATIONAL DEBENTURES 98171 100282 ARGO GROUP INC 7% PFD AT COST 49377 49140 BANK OF AMERICA 7.25% AT COST 185370 162104 BRIGHTHOUSE FIN 6.75% PFD AT COST 25000 25120 BRIGHTHOUSE FINL PFD 6.6% AT COST 25000 24180 COMPASS DVRSF HOLDING PFD 7.875% AT COST 22436 24750 CAPITAL ONE FIN 5.00% PREFERRED AT COST 40724 42000 FIRST CITIZEN PFD 5.625% AT COST 42601 46040 FORD MOTOR CO 6.5% PFD AT COST 50000 51000 HEARTLAND FIN USA 7% PFD AT COST 25000 25310 KEMPER CRP JR SUB NT PFD AT COST 24207 24695 OLD NATL BANCORP 7% PFD AT COST 25000 25020 PEBBLEBROOK 6.3% PFD AT COST 50607 43680 REGIONS FIN CORP 5.7% PFD AT COST 21207 23780 SOUTH JERSEY 5.625% PFD JR. SUBS AT COST 61897 57220 SUMMIT HOTEL PPTYS PFD 6.25% CUM PFD AT COST 49313 41000 TELEPHONE&DATA 6% PFD AT COST 50000 37140 TELEPHONE&DATA 6.625% PFD AT COST 50807 41800 US CELLULAR CORP PFD 5.50 SR NOTES AT COST 15427 21000 FIRST TRUST RISING ETF DIVIDEND ACHIEVERS AT COST 131940 156158 INDUSTRIAL SELECT ETF SECTOR SPDR AT COST 98517 117657 INVESCO TR ETF S&P 500 TOP 50 AT COST 198932 255712 ISHARES CORE S&P ETF SMALL CAP AT COST 220248 248378 ISHARES MSCI EAFE IN ETF AT COST 116619 133847 JOHN HANCOCK ETF TR MULTIFACTOR MIDCAP AT COST 490376 568016 PACER FDS TR ETF US SMALL CAP CASH COWS 100 AT COST 15788 15970 SCHWAB STRATEGIC TR ETF EMERGINING MKTS EQUITY AT COST 132322 143126 SELECT SECTOR SPDR ETF UTILITIES SELECT AT COST 65472 78197 SELECT SECTOR SPDR ETF TR FINANCIAL AT COST 132156 168735 SELECT SECTOR SPDR ETF CONSUMER STAPLES AT COST 98778 109326 SELECT SECTOR SPDR ETF HEALTH CARE AT COST 164448 191941 SELECT SECTOR SPDR ETF CONSUMER DISCRETIONARY AT COST 98595 106658 SELECT SECTOR SPDR ETF COMUNICATION SERVICES AT COST 132607 166694 SPDR EURO STOXX50 ETF AT COST 140013 159691 SPDR S&P 500 TRUST ETF AT COST 424534 533241 VANGUARD FTSE ETF DEVELOPED MARKETS AT COST 173043 194315 VANGUARD INDEX FDS ETF S&P 500 AT COST 69551 76670 XTRACKERS MSCI EAFE ETF EQUITY AT COST 165203 194843 VANGUARD INFORMATION ETF TECHNOLOGY AT COST 229396 295595 FIRST TRUST DSIP PORT 3RD QTR 2023 SERIES REIN AT COST 93707 106341 FOX ROTHSCHILD LLP 22730 6819 13638 PREPAID EXPENSES 2383 2327 2327 ACCRUED INTEREST ON INVESTMENTS 17332 13004 13004 INSURANCE EXPENSE 2804 0 0 OFFICE SUPPLIES & EXPENSE 5310 0 0 STORAGE RENTAL EXPENSE 1162 0 0 MISCELLANEOUS 2500 0 0 ACCRUED EXPENSES 20725 20725 ACCRUED FEDERAL EXCISE TAXES 3496 -1503 OTHER 766 230 460 INVESTMENT MANAGEMENT FEES 38547 38547 0 TAXES - PAYROLL 7275 2910 3638