WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-06
- IRS object ID
- 202332799349100618
- Schema version
- 2022v5.0
- 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 | 2023-10-06T12:04:57-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 6022350685 | 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 | 6022350685 | PhoneNum |
| Signature | 2023-09-27 | 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 | 2023-09-27 | 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 | 2022 | 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 | $191,550,813 | 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 |
| Dividends Rev And Expnss | $2,456,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,456,316 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$516,600 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,365,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,939,716 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,456,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $855 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $855 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,616 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,616 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $255,591 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,591 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62,542 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,450 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,450 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,775 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $423,329 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,194,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,194,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,618,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,458,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,678,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,328,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $653,714 | CashBOYAmt |
| Cash EOY | $1,711,346 | CashEOYAmt |
| Cash EOYFMV | $1,711,346 | CashEOYFMVAmt |
| Acct Rcvbl | $20,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $20,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $80,546,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $80,546,224 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,336,388 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $64,780,669 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,024,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,483,079 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $145,980,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $138,302,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $191,550,813 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $145,980,607 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $138,302,161 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,980,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $138,302,161 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,980,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $138,302,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,980,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,678,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $138,302,161 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $138,302,161 | 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 | $1,521,045 | $1,660,323 | -$139,278 | -$139,278 |
| LT TREASURY INDEX ADMIRAL | $682,366 | $787,133 | -$104,767 | -$104,767 |
| ST TREASURY INDEX ADMIRAL | $1,643,367 | $1,709,072 | -$65,705 | -$65,705 |
| TOTAL INTL BOND IX INSTIT | $3,008,363 | $3,347,828 | -$339,465 | -$339,465 |
| ESG US STOCK ETF | $3,000,198 | $2,465,856 | $534,342 | $534,342 |
| ESG US CORP BD ETF | $1,213,796 | $1,410,647 | -$196,851 | -$196,851 |
| ESG INTL STOCK EFT | $2,296,368 | $2,501,244 | -$204,876 | -$204,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$516,600 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $32,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $32,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $32,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,668 | 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 | $56,668 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,306 | OverpaymentAmt |
| Applied To ES Tax | $24,306 | 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 | 6022350685 | 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 | $7,000 | $0 | $0 |
| SAVANNAH STEVENS | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 3.00 | $8,500 | $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 | $187,500 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $65,591 |
| 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 | $182,996,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,402,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $184,399,154 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $184,399,154 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,765,987 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $181,633,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,081,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,081,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,362 | TotalTaxAmt |
| Distributable Before Adj | $9,049,296 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,049,296 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,049,296 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,458,529 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,458,529 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,049,296 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $689,871 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,458,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $689,871 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,768,658 | 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 | $280,638 | 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 (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY SERVICES | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | WATER DISTRIBUTION IN JACKSON MISSISSIPPI | $12,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | UKRAINE SUPPORT | $75,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | PAKISTAN FLOOD SUPPORT | $100,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EL NINO RELIEF & RECOVERY SCHOOL FEEDING INITIATIVE | $250,000 | |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOLARSHIPS FOR YOUTH PARTICIPANTS (YOUTH CONNECT) | $400,000 | |
| ADVENTIST WORLD RADIO | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | UKRAINE EVANGELISM - GODPODS | $100,000 | |
| ADVENTIST WORLD RADIO | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | AWR EVANGELISM | $40,000 | |
| ALTERNATIVES TO VIOLENCE ON THE PALOUSE | ||||||||
| PO BOX 37 | PULLMAN WA | WA | 99163 | NONE | PC | LATAH COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM | $25,000 | |
| AMOS HEALTH AND HOPE | ||||||||
| 3088 HABERLEIN RD | GIBSONIA | PA | 15044 | NONE | PC | STRENGTHENING COMMUNITY-LED SAFE FAMILY PLANNING IN RURAL NICARAGUA | $73,500 | |
| ANDEAN HEALTH AND DEVELOPMENT | ||||||||
| 3902 MILWAUKEE STREET 7702 | MADISON | WI | 53707 | NONE | PC | BUILDING A TEACHING HOSPITAL IN ESMERALDAS, ECUADOR | $75,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE COTATI CA | COTATI | CA | 94931 | NONE | PC | USING STRATEGIC LITIGATION TO HOLD FACTORY FARMS TO ACCOUNT | $60,000 | 94931 |
| AUBURN ADVENTIST ACADEMY | ||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | COUNSELING/MENTORSHIP PROGRAM | $70,000 | |
| AUBURN ADVENTIST ACADEMY | ||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | SUPPORT FOR UKRAINIAN REFUGEE STUDENTS | $25,000 | |
| BEREAN SOUTH BEND | ||||||||
| PO BOX 1146 | SOUTH BEND | IN | 46624 | NONE | PC | THE REST STOP LAUNCHING IN 2023 | $5,000 | |
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE | ||||||||
| 2155 CHICAGO AVENUE SUITE 100 | RIVERSIDE | CA | 92507 | NONE | PC | COLLEGE BIGS: DUAL IMPACT FOR YOUNG ADULTS THROUGH ONE-TO-ONE MENTORSHIP AND LEADERSHIP DEVELOPMENT | $75,000 | |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||
| 221 S FIGUERO ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT | $1,850,000 | |
| CHRISTALIS INC | ||||||||
| PO BOX 434 | BURTONSVILLE | MD | 20866 | NONE | PC | CHILD & FAMILY DEVELOPMENT PROGRAM REQUEST | $75,000 | |
| CHURCH OF THE ADVENT HOPE | ||||||||
| 111 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | AHV ADVENT COLLEGIATE - SCALE-UP FRIDAY NIGHT PROGRAMMING | $20,000 | |
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | RESCUING PRISON INMATES THROUGH THE TRANSFORMATIONAL POWER OF CREATION | $35,000 | |
| 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 | $35,000 | |
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | DIGITAL MINISTRY AND SOCIAL MEDIA MARKETING OF CREATION ILLUSTRATED | $15,000 | |
| EQUALITY NOW INC | ||||||||
| CHURCH STREET STATION PO BOX 7160 | NEW YORK | NY | 10008 | NONE | PC | ENDING SEXUAL VIOLENCE IN SOUTH ASIA | $145,000 | |
| FARM SANCTUARY | ||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PC | FARM SANCTUARY GENERAL OPERATING SUPPORT PROPOSAL | $50,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY, CLIMATE FRIENDLY SCHOOL FOOD | $80,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | LAND GRABS, FORESTS, AND FINANCE | $80,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | SAVE THE BEES | $60,000 | |
| GENERAL CONFERENCE GLOBAL MISSION | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA | $45,000 | |
| GENERAL CONFERENCE GLOBAL MISSION | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ADVENTIST SWATHYA ABHIYAN (ASA) MOBILE HEALTH MINISTRY | $25,000 | |
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ISHAKA HOSPITAL HEALTH EDUCATION BUILDING/BLOCK | $250,000 | |
| GENERAL CONFERENCE OF SDA-WHITE ESTATE | ||||||||
| PO BOX 5009 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL CONFERENCE OF SDA-WHITE ESTATE | $100,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTIST - GLOBAL MISSIONS ASIA | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MISSION UNUSUAL-TOKYO! URBAN CENTER OF INFLUENCE FOR CHURCH PLANTING | $700,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTIST - GLOBAL MISSIONS ASIA | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | CHINESE UNION MISSION OF SEVENTH-DAY ADVENTISTS - PASTORAL TRAINING | $103,333 | |
| GEORGIA-CUMBERLAND ACADEMY | ||||||||
| 397 ACADEMY DRIVE SW CALHOUN GA | CALHOUN GA | GA | 30701 | NONE | PC | ART DEPARTMENT EXPANSION AT GEORGIA-CUMBERLAND ACADEMY | $70,000 | 30701 |
| GLOBALGIVING | ||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | UKRAINE SUPPORT | $25,000 | |
| HIGHLAND ACADEMY | ||||||||
| 211 HIGHLAND CIRCLE DRIVE | PORTLAND | TN | 37148 | NONE | PC | HIGHLAND ACADEMY COUNSELING CENTER | $170,000 | |
| HOLBROOK INDIAN SCHOOL | ||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) | $100,000 | |
| HOLBROOK INDIAN SCHOOL | ||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | ACCIDENT ASSISTANCE FUND | $5,000 | |
| HOLBROOK INDIAN SCHOOL | ||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) | $55,000 | |
| HOPE CHANNEL INTERNATIONAL INC | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | IN THE ZONE HOPE AND HEALING | $150,000 | |
| HOPE WORLDWIDE LTD | ||||||||
| 290 INTERSTATE NORTH CIRCLE SE | ATLANTA | GA | 30339 | NONE | PC | UKRAINE SUPPORT | $25,000 | SUITE 130 |
| 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 | 2022 VOCATIONAL TRAINING PROGRAM AND SOCIO-ECONOMIC EMPOWERMENT | $65,000 | |
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||
| 15205 WESTFIELD BLVD | CARMEL | IN | 46032 | NONE | PC | COMPASS HEALTH CONSULTING (AMERICAN INDIAN LIVING RADIO) | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | UKRAINE SUPPORT | $25,000 | |
| LETS MOVE KELOWNA(NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | LET'S MOVE KELOWNA | $40,000 | |
| LIBERTY IN NORTH KOREA | ||||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | RESCUE + RESETTLEMENT FUND | $250,000 | |
| LIFE ADVENTIST CHURCH OF BERKELEY | ||||||||
| 2236 PARKER ST | BERKELEY | CA | 94704 | NONE | PC | ANDREWS UNIVERSITY FIELD PRACTICUM FOR PUBLIC CAMPUS MINISTRY | $7,000 | |
| LIVING FREE | ||||||||
| PO BOX 5 | MOUNTAIN CENTER | CA | 92561 | NONE | PC | LIVING FREE OPERATIONS | $80,000 | |
| MENTAL HEALTH GRACE ALLIANCE | ||||||||
| PO BOX 23401 | WACO | TX | 76702 | NONE | PC | GRACE ALLIANCE YEAR-END MATCHING CAMPAIGN 2021 | $50,000 | |
| MOUNT PISGAH ACADEMY | ||||||||
| 75 ACADEMY DRIVE | CANDLER | NC | 28715 | NONE | PC | MOUNT PISGAH ACADEMY MENTAL HEALTH SERVICES | $60,000 | |
| MT ZION SDA | ||||||||
| 335 PUTNAM AVE | HAMDEN | CT | 06517 | NONE | PC | YALE ADVENTIST CHRISTIAN FELLOWSHIP - GENERAL OPERATIONS/EVANGELISM SUPPORT | $10,000 | |
| NEW HAVEN SDA CHURCH | ||||||||
| 8714 ANTIOCH RD | OVERLAND PARK | KS | 66212 | NONE | PC | ADVENT COLLEGIATE KC - PUBLIC CAMPUS MINSTER FUNDING | $30,000 | |
| NORTH AMERICAN DIVISION - DEPARTMENT OF EDUCATION | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | OKANAGAN CHRISTIAN SCHOOL - GROWZONE, SCIENCE LAB AND SMARTBOARD UPGRADE | $125,000 | |
| NORTH AMERICAN DIVISION - DEPARTMENT OF EDUCATION | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | MAMAWI ATOSKETAN - POST SECONDARY SUCCESS LIAISON | $50,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | ADVENTIST HEALTHYYOU: PASTORS HEALTH & WELLNESS | $100,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH- DAY ADVENTISTS - CC INDIGENOUS MINISTRI | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | INDIGENOUS HOPE RADIO 2022 | $20,000 | |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS NATIVE MINISTRY ADVISORY | ||||||||
| 9705 PATUXENT WOODS DR | COLUMBIA | MD | 21046 | NONE | PC | NATIVE NEW LIFE VIDEO SERIES | $50,000 | |
| NORTH PACIFIC UNION CONFERENCE ASSN OF SEVENTH DAY ADVENTISTS | ||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | DISCIPLETREK | $60,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | GENERAL ENDOWMENT | $100,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | 40 MORE ACRES CAMPAIGN | $50,000 | |
| OAKWOOD UNIVERSITY | ||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | COMMUNITY HEALTH ACTION CENTER - FOOD PANTRY | $50,000 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | OCEAN CONSERVANCY (OC) TRASH FREE SEAS (TFS) PROGRAM SUPPORT | $60,000 | |
| ON THE GROUND INTERNATIONAL | ||||||||
| 751 GRANDVIEW AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | ON THE GROUND INTERNATIONAL | $40,000 | |
| 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 OPERATING | $20,000 | |
| PINE FORGE ACADEMY | ||||||||
| 361 PINE FORGE RD | PINE FORGE | PA | 19548 | NONE | PC | PFA ESTABLISHING A NEW STUDENT SUCCESS CENTER | $100,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | REFUGEE SUPPORT IN LVIV UKRAINE | $20,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | MAASAI: HEALTH & EDUCATION | $50,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | UKRAINE: RELIEF AND DEVELOPMENT FOR REFUGEES AND ORPHAN CHILDREN | $100,000 | |
| RESTORE A CHILD INC | ||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | OPERATIONS | $50,000 | |
| SEA SHEPHERD | ||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | FIGHTING ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING IN LATIN AMERICAN MARINE PROTECTED AREAS | $150,000 | |
| SHENANDOAH VALLEY ACADEMY | ||||||||
| 234 WEST LEE HWY | NEW MARKET | VA | 22844 | NONE | PC | SVA "DREAM MANAGEMENT" | $125,000 | |
| SOLIHTEN INSTITUTE | ||||||||
| 7881 EAST BELLEVIEW SUITE 1100 | DENVER | CO | 80111 | NONE | PC | DEVELOPMENTAL SUPPORT FOR SCHOOL BASED MENTAL HEALTH SCREENING AND TREATMENT | $20,000 | |
| SOUTHCENTRAL FOUNDATION | ||||||||
| 4501 DIPLOMACY DRIVE | ANCHORAGE | AK | 99508 | NONE | PC | ARRIGAH HOUSE INTENSIVE TRAINING | $30,000 | |
| SOUTHWESTERN UNION CONFERENCE - OKLAHOMA NATIVE MINISTRIES | ||||||||
| PO BOX 32098 | OKLAHOMA CITY | OK | 73123 | NONE | PC | AMERICAN INDIAN AND ALASKA NATIVE LIVING | $50,000 | |
| UPPER COLUMBIA ACADEMY | ||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | WELLNESS CENTER AT UCA | $30,000 | |
| WALLA WALLA UNIVERSITY | ||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | WWU'S LIFE.CHANGING. CAMPAIGN / CENTER FOR HUMANITARIAN ENGAGEMENT (CHE) | $150,000 | |
| WHITESIDE MANOR | ||||||||
| 2743 ORANGE STREET | RIVERSIDE | CA | 92501 | NONE | PC | WHITESIDE MANOR TRANSITIONAL LIVING & SUPPORTIVE SERVICES | $100,000 | |
| WHYHUNGER | ||||||||
| 505 8TH AVE SUITE 2100 | NEW YORK | NY | 10018 | NONE | PC | CONTINUING SUPPORT FOR SUSTAINABLE AGRICULTURE AND AGROECOLOGY IN THE U.S. AND GLOBALLY | $100,000 | |
| WILDLIFE CONSERVATION NETWORK | ||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | WCN GENERAL OPERATING AND SCHOLARSHIP PROGRAM SUPPORT | $110,000 | |
| WISCONSIN CONFERENCE OF SDA | ||||||||
| PO BOX 100 | FALL RIVER | WI | 53932 | NONE | PC | WISCONSIN COLLEGE MINISTRY-MISSIONARY LAUNCH | $80,000 | |
| ADVENTIST HEALTH INTERNATIONAL | ||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | FOR UKRAINE CLINICS AND BERE DEVELOPMENT PLAN | $175,000 | |
| ANDREWS UNIVERSITY | ||||||||
| GRIGGS HALL B ROOM 213 8903 US HWY | BERRIEN SPRINGS | MI | 49104 | NONE | PC | MASTER OF ARTS DEGREE PROGRAM IN LEADERSHIP IN SOCIAL INNOVATION | $100,000 | 31 |
| ASAP MINISTRIES INC | ||||||||
| PO BOX 84 | BERRIEN SPRINGS | MI | 49103 | NONE | PC | CLOSED COUNTRY YOUTH EVANGELIST PROJECT, EDUCATION INITIATIVES FOR MARGINALIZED SOUTHEAST ASIANS, AND GENERAL OPERATING SUPPORT | $130,000 | |
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTIST - GLOBAL MISSIONS ASIA | ||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MISSION UNUSUAL- TOKYO CHURCH PLANTING PROJECT | $54,000 | |
| MANASSEHS CHILDREN | ||||||||
| PO BOX 68 | WASHINGTON | MI | 95986 | NONE | PC | EMPOWERMENT TRANSFORMATION TRAINING | $100,000 | |
| UPPER COLUMBIA ACADEMY | ||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | HANDS ON LEARNING INITIATIVE ($80K) AND SINGLE PARENT SCHOLARSHIP FUND ($70K) | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,194,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,456,316 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$516,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,939,716 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,939,716 | 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 | $6,616 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,616 | 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 | $135,336,388 | 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 | $16,161,829 | $18,671,355 |
| MUTUAL FUNDS - ESG US CORP BD EFT | AT COST | $7,287,944 | $6,097,634 |
| MUTUAL FUNDS - ESG INTL STOCK ETF | AT COST | $20,967,996 | $19,419,142 |
| MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL | AT COST | $2,771,054 | $2,469,481 |
| MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL | AT COST | $1,328,724 | $1,043,253 |
| MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL | AT COST | $2,611,929 | $2,489,296 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | AT COST | $4,895,115 | $4,292,918 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $855 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $855 | 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 | $52 | $0 | $52 |
| INSURANCE | $20,366 | $0 | $20,366 |
| OFFICE EXPENSES | $15,357 | $0 | $15,357 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $65,591 | $65,591 | $0 |
| FOUNDATION MANAGEMENT FEES | $187,500 | $0 | $187,500 |
| GRANT MAKING ADVISORY COMMITTEE | $2,500 | $0 | $1,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $62,542 | $62,542 | $0 |
| EXCISE TAXES | $30,000 | $0 | $0 |
Comments