WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349105585
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T17:26:36-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER RD STE 101 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475488504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINIFRED STEVENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINI | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL ROAD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SPADY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | SPADY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $198,365,021 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,519 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,519 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,723,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,723,259 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$83,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,889,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,643,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,726,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,442 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,442 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,549 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $306,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,243 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $214,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53,741 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,702 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,702 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,051 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $463,228 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $302,244 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,072,728 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,072,728 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,535,956 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,374,972 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,892,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,580,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,711,346 | CashBOYAmt |
| Cash EOY | $65,762 | CashEOYAmt |
| Cash EOYFMV | $65,762 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $20,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $80,546,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,546,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $140,955,892 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $56,024,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,797,234 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,343,367 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $138,302,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,409,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $198,365,021 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $138,302,161 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $131,409,220 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,302,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,409,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,302,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,409,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,302,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,892,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $131,409,220 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,409,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| IT TREASURY INDEX ADMIRAL | $1,600,837 | $1,846,424 | -$245,587 | -$245,587 |
| IT TREASURY INDEX ADMIRAL | $655,897 | $861,574 | -$205,677 | -$205,677 |
| ST TREASURY INDEX ADMIRAL | $1,680,770 | $1,784,561 | -$103,791 | -$103,791 |
| TOTAL INTL BOND IX INSTIT | $2,614,738 | $3,010,421 | -$395,683 | -$395,683 |
| ESG US STOCK ETF | $3,622,657 | $2,654,746 | $967,911 | $967,911 |
| ESG US CORP BD ETF | $399,107 | $475,406 | -$76,299 | -$76,299 |
| ESG INTL STOCK EFT | $2,315,914 | $2,340,551 | -$24,637 | -$24,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$83,763 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,306 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,306 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,433 | OverpaymentAmt |
| Applied To ES Tax | $3,433 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA SPADY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL ROAD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEFF SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | TREASURER | 3.00 | $7,500 | $0 | $0 |
| SAVANNAH STEVENS | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 3.00 | $7,500 | $0 | $0 |
| HEIDI SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT FEES | $204,000 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $92,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $191,190,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,922,573 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $193,112,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $193,112,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,896,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $190,216,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,510,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,510,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,873 | TotalTaxAmt |
| Distributable Before Adj | $9,474,937 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,474,937 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,474,937 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,374,972 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,374,972 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,474,937 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,638 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,374,972 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,094,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $380,603 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (125 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY HEALTH CARE | |||||||||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTHMOTIVATE DIGITAL | $39,645 | ||||||
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | TURKIYE-SYRIA EARTHQUAKE SUPPORT | $20,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | KENDU ADVENTIST HOSPITAL | $50,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | MALAWI CHOLERA OUTBREAK | $25,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | BARAKA HOSPITAL IN ABECHE - MEDICAL SERVICES TO SUDANESE REFUGEES | $25,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | A CT SCANNER FOR SCHEER MEMORIAL ADVENTIST HOSPITAL IN NEPAL. | $50,000 | ||||||
| ALBERTA CONFERENCE OF SEVENTH DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | INSPIRE MAMAWI LEADERSHIP DEVELOPMENT (MAMAWI ATOSKETAN NATIVE SCHOOL, PONOKA COUNTY, AB) | $20,000 | 4017 44 STREET RR2 | PONOKA | ALBERTA | CA | T4J 1B8 | |||||
| ALBERTA CONFERENCE OF SEVENTH DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | MAMAWI ATOSKETAN- FOOD PROGRAM | $25,000 | 4017 44 STREET RR2 | PONOKA | ALBERTA | CA | T4J 1B8 | |||||
| ALBERTA CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | APPLICATION FOR FUNDING TO BUILD MAMAWI ATOSKETAN CENTRE IN MASKWACIS, ALBERTA | $71,250 | 5816 HWY 2A L | LACOMBE | ALBERTA | CA | T4L 2G5 | |||||
| ALTERNATIVES TO VIOLENCE ON THE PALOUSE | |||||||||||||
| PO BOX 37 | PULLMAN WA | WA | 99163 | NONE | PC | LATAH COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES PROGRAM | $25,000 | ||||||
| AMOS HEALTH AND HOPE | |||||||||||||
| 3088 HABERLEIN RD | GIBSONIA | PA | 15044 | NONE | PC | EXPANSION / STRENGTHENING COMMUNITY-LED FAMILY PLANNING IN RURAL AREAS OF MATAGALPA AND RACCS | $30,000 | ||||||
| ANDEAN HEALTH AND DEVELOPMENT | |||||||||||||
| 3902 MILWAUKEE STREET 7702 | MADISON | WI | 53707 | NONE | PC | TRAINING TOMORROWS RURAL HEALTH CARE LEADERS IN ECUADOR | $75,000 | ||||||
| ANDREWS UNIVERSITY | |||||||||||||
| GRIGGS HALL B ROOM 213 8903 US HWY | BERRIEN SPRINGS | MI | 49104 | NONE | PC | INST. FOR THE PREVENTION OF ADDICTIONS RESEARCH PROJECT (ACCT 211880) | $5,000 | 31 | |||||
| ANDREWS UNIVERSITY | |||||||||||||
| GRIGGS HALL B ROOM 213 8903 US HWY | BERRIEN SPRINGS | MI | 49104 | NONE | PC | STUDENT EVANGELISM IN THE MIDDLE EAST | $30,000 | 31 | |||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||||
| 525 EAST COTATI AVENUE COTATI CA | COTATI | CA | 94931 | NONE | PC | USING STRATEGIC LITIGATION TO HOLD FACTORY FARMS TO ACCOUNT | $80,000 | 94931 | |||||
| ASAP MINISTRIES INC | |||||||||||||
| PO BOX 84 | BERRIEN SPRINGS | MI | 49103 | NONE | PC | EDUCATION INITIATIVES FOR THE MARGINALIZED IN MYANMAR AND THE WEST BORDER REGION OF THAILAND | $130,000 | ||||||
| ASAP MINISTRIES INC | |||||||||||||
| PO BOX 84 | BERRIEN SPRINGS | MI | 49103 | NONE | PC | GROWING SAFE | $13,000 | ||||||
| ATHENS GEORGIA SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| 429 EPPS BRIDGE PARKWAY | ATHENS | GA | 30606 | NONE | PC | ADVENTIST CHRISTIAN FELLOWSHIP (ACF) - CAMPUS MINISTER YEAR-LONG FUNDING | $20,000 | ||||||
| AUBURN ADVENTIST ACADEMY | |||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | MENTAL HEALTH / COUNSELING PROGRAM | $65,000 | ||||||
| AUBURN ADVENTIST ACADEMY | |||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | SUPPORT FOR UKRAINIAN REFUGEE STUDENTS | $20,000 | ||||||
| AUBURN ADVENTIST ACADEMY | |||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | HILLSIDE BAKERY | $20,000 | ||||||
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE | |||||||||||||
| 2155 CHICAGO AVENUE SUITE 100 | RIVERSIDE | CA | 92507 | NONE | PC | THE ROAD TO SUCCESS: STRONG CONNECTIONS FOR YOUTH THROUGH ONE-TO-ONE MENTORING | $75,000 | ||||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||||
| 221 S FIGUERO ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT | $1,860,000 | ||||||
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | HAWAII WILDFIRE RECOVERY FUND | $25,000 | ||||||
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||||||||
| ONE THOMAS CIRCLE NW SUITE 700 | WASHINGTON | DC | 20005 | NONE | PC | TORNADO RECOVERY FUND | $25,000 | ||||||
| CREATION ILLUSTRATED MINISTRIES INC | |||||||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | CREATION ILLUSTRATED SUBSCRIPTIONS AND UNIT STUDIES TO SDA TEACHERS AND SCHOOLS IN THE NAD | $30,000 | ||||||
| CREATION ILLUSTRATED MINISTRIES INC | |||||||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | RESCUING PRISON INMATES THROUGH THE TRANSFORMATIONAL POWER OF CREATION | $30,000 | ||||||
| DINE ADVENTIST RADIO | |||||||||||||
| P O BOX 12340 | SCOTTSDALE | AZ | 85267 | NONE | PC | DINE ADVENTIST RADIO | $11,500 | ||||||
| EQUALITY NOW INC | |||||||||||||
| CHURCH STREET STATION PO BOX 7160 | NEW YORK | NY | 10008 | NONE | PC | ENDING SEXUAL VIOLENCE IN SOUTH ASIA (2023-24) | $145,000 | ||||||
| FARM SANCTUARY | |||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PC | FARM SANCTUARY GENERAL OPERATING SUPPORT | $50,000 | ||||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||||
| 2432 MAIN ST 2ND FLR | LONGMONT | CO | 80501 | NONE | PC | OPPORTUNITY FUND | $25,000 | ||||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||||
| 2432 MAIN ST 2ND FLR | LONGMONT | CO | 80501 | NONE | PC | STEWARDING NATIVE LANDS | $60,000 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | SAVE THE BEES | $50,000 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY, CLIMATE FRIENDLY SCHOOL FOOD | $40,000 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | LAND GRABS, FORESTS, AND FINANCE | $40,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ELLEN G. WHITE ESTATE | $100,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | WATER PROJECT ISHAKA ADVENTIST HOSPITAL | $50,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | LAHAINA SEVENTH-DAY ADVENTIST CHURCH FOR MAUI WILDFIRE RELIEF | $50,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ALBANIA KINDERGARTEN; CROATIA MARUSEVE SCHOOL; SERBIA HEALTH FOR SENIORS;SLOVENIA MOBILE HEALTH VAN. | $100,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | PHARMACEUTICAL CREDIT FUND | $70,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHINESE UNION MISSION PASTORAL TRAINING | $103,333 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA | $45,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 12502 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MISSION UNUSUAL TOKYO | $54,000 | ||||||
| GENERAL CONFERENCE HEALTH MINISTRIES | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ISHAKA HOSPITAL HEALTH EDUCATION BUILDING/BLOCK | $200,000 | ||||||
| GEORGIA CUMBERLAND CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 1918 TERRACE AVE | KNOXVILLE | TN | 37916 | NONE | PC | ADVENT HOUSE - ASSISTANT CAMPUS MINISTER SUPPORT AND ROOM/BATHROOM RENOVATIONS | $25,000 | ||||||
| GEORGIA-CUMBERLAND ACADEMY | |||||||||||||
| 397 ACADEMY DRIVE SW CALHOUN GA | CALHOUN GA | GA | 30701 | NONE | PC | GCA'S CENTER FOR STUDENT SUCCESS AND WELLNESS | $100,000 | 30701 | |||||
| GEORGIA-CUMBERLAND ACADEMY | |||||||||||||
| 397 ACADEMY DRIVE SW | CALHOUN GA | GA | 30701 | NONE | PC | NAD EDUCATION CONVENTION | $4,000 | ||||||
| GROUNDSWELL INTERNATIONAL INC | |||||||||||||
| 712 H STREET NE SUITE 1355 | WASHINGTON | DC | 20002 | NONE | PC | INTERNATIONAL SUSTAINABLE FARMING | $40,000 | ||||||
| GULF STATES CONFERENCE OF SDA | |||||||||||||
| 10633 ATLANTA HWY | MONTGOMERY | AL | 36117 | NONE | PC | TUPELO FIRST SEVENTH DAY ADVENTIST CHURCH AND GRACE SPACE COMMUNITY ENRICHMENT CENTER | $350,000 | ||||||
| HIGHLAND ACADEMY | |||||||||||||
| 211 HIGHLAND CIRCLE DRIVE | PORTLAND | TN | 37148 | NONE | PC | HIGHLAND ACADEMY COUNSELING CENTER | $72,000 | ||||||
| HIGHLAND ACADEMY | |||||||||||||
| 211 HIGHLAND CIRCLE DRIVE | PORTLAND | TN | 37148 | NONE | PC | NAD EDUCATION CONVENTION | $3,000 | ||||||
| HOLBROOK INDIAN SCHOOL | |||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | MAPS INITIATIVE AT HOLBROOK INDIAN SCHOOL | $105,000 | ||||||
| HOLBROOK INDIAN SCHOOL | |||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | NAD EDUCATION CONVENTION | $3,000 | ||||||
| HOLBROOK INDIAN SCHOOL | |||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | STUDENT LIFE CENTER CAPITAL CAMPAIGN | $100,000 | ||||||
| HOUSE OF RUTH | |||||||||||||
| PO BOX 459 | CLAREMONT | CA | 91711 | NONE | PC | HOUSE OF RUTH PREVENTION EDUCATION PROGRAM | $75,000 | ||||||
| IMPACT HOPE | |||||||||||||
| PO BOX 632 | WEST LINN | OR | 97068 | NONE | PC | 2523 VOCATIONAL TRAINING PROGRAM AND SOCIO-ECONOMIC EMPOWERMENT | $75,000 | ||||||
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 5000 | WESTFIELD | IN | 46074 | NONE | PC | TIMELESS HEALING INSIGHTS PARTIAL SPONSORSHIP REQUEST FOR DIRECTOR | $72,000 | ||||||
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 5000 | WESTFIELD | IN | 46074 | NONE | PC | AMERICAN INDIAN AND ALASKA NATIVE LIVING RADIO | $25,000 | ||||||
| INTERNATIONAL LEADERSHIP FOUNDATION FOR ADVENTIST COLLEGE AND UNIVERSITIES | |||||||||||||
| 2915 PLAYER LN | TUSIN | CA | 92782 | NONE | PC | SCHOLARSHIP FOR EVANGELISM AND MINISTRY (SHIN KEI-HOON MEMORIAL SCHOLARSHIP) | $140,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | UKRAINE SUPPORT | $25,000 | ||||||
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | SYRIA EARTHQUAKE | $25,000 | ||||||
| LIBERTY IN NORTH KOREA | |||||||||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | RESCUE + RESETTLEMENT FUND | $250,000 | ||||||
| LIVING FREE | |||||||||||||
| PO BOX 5 | MOUNTAIN CENTER | CA | 92561 | NONE | PC | LIVING FREE OPERATIONS | $60,000 | ||||||
| LOUD CRY MEDIA | |||||||||||||
| NONE | PC | INDIGENOUS HOPE RADIO | $20,000 | 3148 HWY 217 | TIVERTON | NOVA SCOTIA | CA | BOV 1G0 | |||||
| MANASSEHS CHILDREN | |||||||||||||
| PO BOX 68 | WASHINGTON | CA | 95986 | NONE | PC | MANASSEHS CHILDREN- EMPOWERMENT TRANSFORMATION TRAINING (ETT) | $100,000 | ||||||
| MANITOBA-SASKATCHEWAN CONFERENCE | |||||||||||||
| NONE | PC | UBLAAHATKUT (MEANING: GOOD MORNING IN INUKTITUT, THE OFFICIAL LANGUAGE OF NUNAVUT, CANADA) | $20,000 | 1004 VICTORIA AVENUE | SASKATOON | SASKATOON | CA | S7N 0Z8 | |||||
| MICHIGAN CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 5801 W MICHIGAN AVE | LANSING | MI | 48917 | NONE | PC | CENTER FOR ADVENTIST MINISTRY TO PUBLIC UNIVERSITY STUDENTS -- CAMPUS WINIFRED STEVENS FOUNDATION FELLOWS | $20,000 | ||||||
| MOUNT ELLIS ACADEMY MONTANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3570 ACADEMY DR | BOZEMAN | MT | 59715 | NONE | PC | MEA TRADE SCHOOL INITIATIVE | $50,000 | ||||||
| MOUNT PISGAH ACADEMY | |||||||||||||
| 75 ACADEMY DRIVE | CANDLER | NC | 28715 | NONE | PC | NAD EDUCATION CONVENTION | $2,000 | ||||||
| MOUNT PISGAH ACADEMY | |||||||||||||
| 75 ACADEMY DRIVE | CANDLER | NC | 28715 | NONE | PC | MOUNT PISGAH ACADEMY MENTAL HEALTH PROGRAM | $65,000 | ||||||
| NEVADA-UTAH CONFERENCE OF SEVENTH DAY ADVENTIST - KAYENTA MISSION | |||||||||||||
| 10475 DOUBLE R BLVD | RENO | NV | 89521 | NONE | PC | SEEDS FOR LIFE COMMUNITY GARDEN AND GREENHOUSE | $20,000 | ||||||
| NORTH AMERICAN DIVISION ADULT MINISTRIES -PRISON SECTOR | |||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | PRISON MINISTRY OUTREACH GRANT | $85,000 | ||||||
| NORTH AMERICAN DIVISION OF SEVENTH- DAY ADVENTISTS - CC INDIGENOUS MINISTRI | |||||||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | INDIGENOUS ONLINE HEALTH TRAINING (PREVIOUSLY FIRST NATIONS ADVENTIST TRAINING) | $50,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | NATIVE NEW LIFE MATCHING GRANT | $25,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | NATIVE NEW LIFE | $50,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | NPUC ACF ESTABLISHMENT | $50,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | BETHEL CHURCH RENOVATION PROJECT | $20,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | DISCIPLETREK | $76,000 | ||||||
| OAKWOOD UNIVERSITY | |||||||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | THE NEW MUSIC BUILDING | $100,000 | ||||||
| OCEAN CONSERVANCY | |||||||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON DC | WA | 20036 | NONE | PC | OCEAN CONSERVANCY OCEAN PLASTICS PROGRAM | $60,000 | ||||||
| OKANAGAN CHRISTIAN SCHOOL | |||||||||||||
| NONE | PC | OKANAGAN CHRISTIAN SCHOOL - GROWZONE, SCIENCE LAB AND SMARTBOARD UPGRADE | $125,000 | 1035 HOLLYWOOD RD SOUTH | KELOWNA | BRITISH COLUMBIA | CA | V1X 4N3 | |||||
| ON THE GROUND INTERNATIONAL (FORMER FISCAL SPONSOR MISSION CREEK OUTREACH S | |||||||||||||
| 751 GRANDVIEW AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | ON THE GROUND INTERNATIONAL | $40,000 | ||||||
| ONTARIO CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | ACF ONTARIO - GROWING ACF CAMPUS MINISTRIES IN ONTARIO | $20,000 | 1110 KING ST EAST | OSHAWA | ONTARIO | CA | L1H 1H8 | |||||
| OPERATION SAFE HOUSE INC | |||||||||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92503 | NONE | PC | OPERATION SAFEHOUSE | $125,000 | ||||||
| PALOUSE HILLS CHRISTIAN SCHOOL | |||||||||||||
| 3148 TOMER ROAD | MOSCOW | ID | 83843 | NONE | PC | GENERAL OPERATION | $20,000 | ||||||
| PINE FORGE ACADEMY | |||||||||||||
| 361 PINE FORGE RD | PINE FORGE | PA | 19548 | NONE | PC | CONTINUING SUPPORT OF THE PFA STUDENT SUCCESS CENTER (PFASSC) | $150,000 | ||||||
| PROJECT STEPS TO CHRIST | |||||||||||||
| 302 FOSTER ROAD | FORT COVINGTON | NY | 12397 | NONE | PC | PROJECT: STEPS TO CHRIST (PSTC) -THE GOSPEL TO EVERY DOOR | $50,000 | ||||||
| REAL LIFE CHURCH GOSHEN CAMPUS | |||||||||||||
| 33988 C ST | EUGENE | OR | 97405 | NONE | PC | REAL LIFE CHURCH HEATING AND COOLING BUILDING PROJECT | $20,000 | ||||||
| RESTORE A CHILD INC | |||||||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | UKRAINE WAR: REFUGEE FAMILIES, CHILDREN, AND MEDICAL CARE | $40,000 | ||||||
| RESTORE A CHILD INC | |||||||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | MAASAI: COMPLETING THE MODEL VILLAGE IN LONGIDO WITH THE ORIGINAL PLAN | $75,000 | ||||||
| RESTORE A CHILD INC | |||||||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | OPERATIONS | $35,000 | ||||||
| RIVER VALLEY ORGANIZING | |||||||||||||
| 506 WALNUT ST | EAST LIVERPOOL | OH | 43920 | NONE | PC | EAST PALESTINE OHIO RECOVERY | $25,000 | ||||||
| SEA SHEPHERD | |||||||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | ANTI-POACHING IN PANAMASAFEGUARDING BIODIVERSITY IN CMAR | $100,000 | ||||||
| SEA SHEPHERD | |||||||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | OPERATION MILAGRO X | $50,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | DECOLONIZE: INDIGENOUS HOLISTIC WELLNESS CONFERENCE | $22,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | BETTER LIVING CENTER FIRST NATION (INDIGENOUS) HEALTH AND WELLNESS | $15,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | INDIGENOUS MINISTRIES TRAINING & EDUCATION | $35,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | GARDEN BOX SOIL DELIVERY | $19,000 | ||||||
| SHENANDOAH VALLEY ACADEMY | |||||||||||||
| 234 WEST LEE HWY | NEW MARKET | VA | 22844 | NONE | PC | NAD EDUCATION CONVENTION | $3,000 | ||||||
| SHENANDOAH VALLEY ACADEMY | |||||||||||||
| 235 WEST LEE HWY | NEW MARKET | VA | 22844 | NONE | PC | SVA DREAM MANAGEMENT | $100,000 | ||||||
| SICANGU COMMUNITY DEVELOPMENT CORPORATION | |||||||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | NONE | PC | CULTIVATING FOOD SOVEREIGNTY IN THE SIAU MAKOCE | $30,000 | ||||||
| SOUTHCENTRAL FOUNDATION | |||||||||||||
| 4501 DIPLOMACY DRIVE | ANCHORAGE | AK | 99508 | NONE | PC | FAMILY WELLNESS WARRIORS TRAINING SUPPORT | $30,000 | ||||||
| SOUTHWESTERN UNION CONFERENCE OF SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| 777 S BURLESON BLVD | BURLESON | TX | 76028 | NONE | PC | PUBLIC CAMPUS MINISTRIES | $25,000 | ||||||
| SPRINGFIELD SEVENTH DAY ADVENTIST CHURCH | |||||||||||||
| PO BOX 17 | SPRINGFIELD | OR | 97477 | NONE | PC | CELEBRATE RECOVERY | $8,000 | ||||||
| SPRINGFIELD SEVENTH DAY ADVENTIST CHURCH | |||||||||||||
| PO BOX 17 | SPRINGFIELD | OR | 97477 | NONE | PC | CELEBRATE RECOVERY AT SPRINGFIELD ADVENTIST CHURCH | $100,000 | ||||||
| TEXAS CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 1211 W HWY 67 | ALVARADO | TX | 76009 | NONE | PC | PUBLIC CAMPUS MINISTRIES - A TASK-FORCE WORKER. | $10,000 | ||||||
| TROY-DEARY ADVENTIST COMMUNITY SERVICES | |||||||||||||
| PO BOX 383 | TROY | ID | 83871 | NONE | PC | TROY THRIFT STORE, FOODBANK, AND MENTAL HEALTH EXPANSION | $100,000 | ||||||
| TROY-DEARY ADVENTIST COMMUNITY SERVICES | |||||||||||||
| PO BOX 383 | TROY | ID | 83871 | NONE | PC | BUILDING FUND | $5,000 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION FBO WEIL CENTER FOR INTEGRATIVE MEDICINE | |||||||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | NONE | PC | EXPANDING INTEGRATIVE MEDICINE IN RESIDENCY THE EMERGENCY MEDICINE PILOT PROGRAM | $50,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | NAD EDUCATION CONVENTION | $2,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | UCA 2023 WELLNESS CENTER | $30,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | UCA 2023 WATER TOWER REPLACEMENT PROJECT | $80,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | THE WATER TOWER | $65,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | UCA 2023 FARM PROJECT | $70,000 | ||||||
| UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3715 S GROVE RD | SPOKANE | WA | 99224 | NONE | PC | UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE | $150,000 | ||||||
| UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3715 S GROVE RD | SPOKANE | WA | 99224 | NONE | PC | UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE | $150,000 | ||||||
| UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3715 S GROVE RD | SPOKANE | WA | 99224 | NONE | PC | UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE | $80,000 | ||||||
| WALLA WALLA COMMUNITY HOSPICE | |||||||||||||
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| WALLA WALLA UNIVERSITY | |||||||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | CENTER FOR HUMANITARIAN ENGAGEMENT (CHE) AT WWU | $150,000 | ||||||
| WASHINGTON ADVENTIST UNIVERSITY | |||||||||||||
| 7600 FLOWER AVE | TAKOMA PARK | MD | 20912 | NONE | PC | A PARTNERSHIP TO SOLVE THE SEVENTH-DAY ADVENTIST TEACHER CRISIS | $50,000 | ||||||
| WASHINGTON CONFERENCE OF THE SEVENTH DAY ADVENTISTS | |||||||||||||
| 32229 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | NONE | PC | ADVENT COLLEGIATE SEATTLE - LAUNCH | $50,000 | ||||||
| WASHINGTON CONFERENCE OF THE SEVENTH DAY ADVENTISTS | |||||||||||||
| 32229 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | NONE | PC | NAD EDUCATION CONVENTION | $4,000 | ||||||
| WHITESIDE MANOR | |||||||||||||
| 2743 ORANGE STREET | RIVERSIDE | CA | 92501 | NONE | PC | WHITESIDE MANOR TRANSITIONAL LIVING AND SUPPORTIVE SERVICES | $100,000 | ||||||
| WHYHUNGER | |||||||||||||
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| WILDLIFE CONSERVATION NETWORK | |||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | WCN GENERAL OPERATING AND SCHOLARSHIP PROGRAM SUPPORT | $100,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,072,728 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,519 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,723,259 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$83,763 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,643,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,643,015 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $7,549 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,549 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PRIVATELY HELD STOCK | StockNm |
| EOY Book Value | $80,546,224 | EOYBookValueAmt |
| EOYFMV | $140,955,892 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - ESG US STOCK ETF | AT COST | $13,757,503 | $20,438,864 |
| MUTUAL FUNDS - ESG US CORP BD EFT | AT COST | $7,096,570 | $6,248,836 |
| MUTUAL FUNDS - ESG INTL STOCK ETF | AT COST | $19,191,842 | $19,997,123 |
| MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL | AT COST | $2,524,965 | $2,518,243 |
| MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL | AT COST | $1,213,448 | $1,149,037 |
| MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL | AT COST | $2,460,255 | $2,467,748 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | AT COST | $4,552,651 | $4,523,516 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,442 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,442 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $77 | $0 | $77 |
| INSURANCE | $18,133 | $0 | $18,133 |
| OFFICE EXPENSES | $1,841 | $0 | $1,841 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $92,243 | $92,243 | $0 |
| FOUNDATION MANAGEMENT FEES | $204,000 | $0 | $204,000 |
| GRANT MAKING ADVISORY COMMITTEE | $10,500 | $0 | $10,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $53,741 | $53,741 | $0 |
| EXCISE TAXES | $15,000 | $0 | $0 |
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