2023-10-06T12:04:57-05:00 2022-12-31 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990PF 2022-01-01 475488504 WINIFRED STEVENS FOUNDATION WINI 6022350685 2307 S RURAL ROAD TEMPE AZ 85282 LINDA SPADY PRESIDENT 6022350685 2023-09-27 1 LINDA SPADY 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2023-09-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 191550813 X X 2456316 2456316 -516600 13365503 0 1939716 2456316 20500 0 20500 855 0 855 6616 0 6616 255591 65591 188500 92542 62542 0 11450 0 11450 35775 0 35775 423329 128133 263696 9194833 9194833 9618162 128133 9458529 -7678446 2328183 653714 1711346 1711346 20000 20000 20000 80546224 80546224 135336388 64780669 56024591 54483079 145980607 138302161 191550813 0 0 X 145980607 138302161 145980607 138302161 145980607 138302161 145980607 -7678446 0 138302161 0 138302161 IT TREASURY INDEX ADMIRAL 1521045 1660323 -139278 -139278 LT TREASURY INDEX ADMIRAL 682366 787133 -104767 -104767 ST TREASURY INDEX ADMIRAL 1643367 1709072 -65705 -65705 TOTAL INTL BOND IX INSTIT 3008363 3347828 -339465 -339465 ESG US STOCK ETF 3000198 2465856 534342 534342 ESG US CORP BD ETF 1213796 1410647 -196851 -196851 ESG INTL STOCK EFT 2296368 2501244 -204876 -204876 -516600 32362 0 32362 0 32362 56668 0 0 0 56668 0 24306 24306 0 0 0 0 0 0 0 0 0 0 0 1 1 AZ 1 0 0 0 1 1 N/A LINDA SPADY 6022350685 2307 S RURAL ROAD TEMPE AZ 85282 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 7000 0 0 SAVANNAH STEVENS 2307 S RURAL RD TEMPE AZ 85282 SECRETARY 3.00 8500 0 0 HEIDI SPADY 2307 S RURAL RD TEMPE AZ 85282 BOARD MEMBER 2.00 5000 0 0 NONE 0 INTENTIONAL PHILANTHROPY 3 BETHESDA METRO CENTER SUITE 960 BETHESDA MD 20814 FOUNDATION MANAGEMENT FEES 187500 VANGUARD PO BOX 3009 MONROE WI 53566 INVESTMENT ADVISORY FEES 65591 0 0 182996591 1402563 0 184399154 0 0 184399154 2765987 181633167 9081658 9081658 32362 32362 9049296 0 9049296 0 9049296 9458529 0 9458529 9049296 689871 0 0 9458529 689871 0 0 8768658 0 0 0 0 0 0 0 0 280638 0 0 0 X ADVENTIST COMMUNITY SERVICES 9705 PATUXENT WOODS DRIVE COLUMBIA MD 21046 NONE PC WATER DISTRIBUTION IN JACKSON MISSISSIPPI 12000 ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC UKRAINE SUPPORT 75000 ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC PAKISTAN FLOOD SUPPORT 100000 ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC EL NINO RELIEF & RECOVERY SCHOOL FEEDING INITIATIVE 250000 ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC SCHOLARSHIPS FOR YOUTH PARTICIPANTS (YOUTH CONNECT) 400000 ADVENTIST WORLD RADIO 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC UKRAINE EVANGELISM - GODPODS 100000 ADVENTIST WORLD RADIO 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC AWR EVANGELISM 40000 ALTERNATIVES TO VIOLENCE ON THE PALOUSE PO BOX 37 PULLMAN WA WA 99163 NONE PC LATAH COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT PROGRAM 25000 AMOS HEALTH AND HOPE 3088 HABERLEIN RD GIBSONIA PA 15044 NONE PC STRENGTHENING COMMUNITY-LED SAFE FAMILY PLANNING IN RURAL NICARAGUA 73500 ANDEAN HEALTH AND DEVELOPMENT 3902 MILWAUKEE STREET 7702 MADISON WI 53707 NONE PC BUILDING A TEACHING HOSPITAL IN ESMERALDAS, ECUADOR 75000 ANIMAL LEGAL DEFENSE FUND 525 EAST COTATI AVENUE COTATI CA 94931 COTATI CA 94931 NONE PC USING STRATEGIC LITIGATION TO HOLD FACTORY FARMS TO ACCOUNT 60000 AUBURN ADVENTIST ACADEMY 5000 AUBURN WAY SOUTH AUBURN WA 98092 NONE PC COUNSELING/MENTORSHIP PROGRAM 70000 AUBURN ADVENTIST ACADEMY 5000 AUBURN WAY SOUTH AUBURN WA 98092 NONE PC SUPPORT FOR UKRAINIAN REFUGEE STUDENTS 25000 BEREAN SOUTH BEND PO BOX 1146 SOUTH BEND IN 46624 NONE PC THE REST STOP LAUNCHING IN 2023 5000 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 75000 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUERO ST STE 400 LOS ANGELES CA 90012 NONE PC CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT 1850000 CHRISTALIS INC PO BOX 434 BURTONSVILLE MD 20866 NONE PC CHILD & FAMILY DEVELOPMENT PROGRAM REQUEST 75000 CHURCH OF THE ADVENT HOPE 111 E 87TH ST NEW YORK NY 10128 NONE PC AHV ADVENT COLLEGIATE - SCALE-UP FRIDAY NIGHT PROGRAMMING 20000 CREATION ILLUSTRATED MINISTRIES INC PO BOX 141103 SPOKANE VALLEY WA 99214 NONE PC RESCUING PRISON INMATES THROUGH THE TRANSFORMATIONAL POWER OF CREATION 35000 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 35000 CREATION ILLUSTRATED MINISTRIES INC PO BOX 141103 SPOKANE VALLEY WA 99214 NONE PC DIGITAL MINISTRY AND SOCIAL MEDIA MARKETING OF CREATION ILLUSTRATED 15000 EQUALITY NOW INC CHURCH STREET STATION PO BOX 7160 NEW YORK NY 10008 NONE PC ENDING SEXUAL VIOLENCE IN SOUTH ASIA 145000 FARM SANCTUARY PO BOX 150 WATKINS GLEN NY 14891 NONE PC FARM SANCTUARY GENERAL OPERATING SUPPORT PROPOSAL 50000 FRIENDS OF THE EARTH 1101 15TH STREET 11TH FLOOR WASHINGTON DC 20005 NONE PC HEALTHY, CLIMATE FRIENDLY SCHOOL FOOD 80000 FRIENDS OF THE EARTH 1101 15TH STREET 11TH FLOOR WASHINGTON DC 20005 NONE PC LAND GRABS, FORESTS, AND FINANCE 80000 FRIENDS OF THE EARTH 1101 15TH STREET 11TH FLOOR WASHINGTON DC 20005 NONE PC SAVE THE BEES 60000 GENERAL CONFERENCE GLOBAL MISSION 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA 45000 GENERAL CONFERENCE GLOBAL MISSION 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC ADVENTIST SWATHYA ABHIYAN (ASA) MOBILE HEALTH MINISTRY 25000 GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC ISHAKA HOSPITAL HEALTH EDUCATION BUILDING/BLOCK 250000 GENERAL CONFERENCE OF SDA-WHITE ESTATE PO BOX 5009 HAGERSTOWN MD 21741 NONE PC GENERAL CONFERENCE OF SDA-WHITE ESTATE 100000 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 700000 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 103333 GEORGIA-CUMBERLAND ACADEMY 397 ACADEMY DRIVE SW CALHOUN GA 30701 CALHOUN GA GA 30701 NONE PC ART DEPARTMENT EXPANSION AT GEORGIA-CUMBERLAND ACADEMY 70000 GLOBALGIVING 1 THOMAS CIRCLE NW SUITE 800 WASHINGTON DC 20005 NONE PC UKRAINE SUPPORT 25000 HIGHLAND ACADEMY 211 HIGHLAND CIRCLE DRIVE PORTLAND TN 37148 NONE PC HIGHLAND ACADEMY COUNSELING CENTER 170000 HOLBROOK INDIAN SCHOOL 2001 MCLAWS ROAD HOLBROOK AZ 86025 NONE PC GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) 100000 HOLBROOK INDIAN SCHOOL 2001 MCLAWS ROAD HOLBROOK AZ 86025 NONE PC ACCIDENT ASSISTANCE FUND 5000 HOLBROOK INDIAN SCHOOL 2001 MCLAWS ROAD HOLBROOK AZ 86025 NONE PC GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) 55000 HOPE CHANNEL INTERNATIONAL INC 12501 OLD COLUMBIA PIKE SILVER SPRING MD 20904 NONE PC IN THE ZONE HOPE AND HEALING 150000 HOPE WORLDWIDE LTD 290 INTERSTATE NORTH CIRCLE SE SUITE 130 ATLANTA GA 30339 NONE PC UKRAINE SUPPORT 25000 HOUSE OF RUTH PO BOX 459 CLAREMONT CA 91711 NONE PC HOUSE OF RUTH PREVENTION EDUCATION PROGRAM 75000 IMPACT HOPE PO BOX 632 WEST LINN OR 97068 NONE PC 2022 VOCATIONAL TRAINING PROGRAM AND SOCIO-ECONOMIC EMPOWERMENT 65000 INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS 15205 WESTFIELD BLVD CARMEL IN 46032 NONE PC COMPASS HEALTH CONSULTING (AMERICAN INDIAN LIVING RADIO) 25000 INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 NONE PC UKRAINE SUPPORT 25000 LETS MOVE KELOWNA(NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS 9705 PATUXENT WOODS DRIVE COLUMBIA MD 21046 NONE PC LET'S MOVE KELOWNA 40000 LIBERTY IN NORTH KOREA 236 E 3RD ST STE 210 LONG BEACH CA 90802 NONE PC RESCUE + RESETTLEMENT FUND 250000 LIFE ADVENTIST CHURCH OF BERKELEY 2236 PARKER ST BERKELEY CA 94704 NONE PC ANDREWS UNIVERSITY FIELD PRACTICUM FOR PUBLIC CAMPUS MINISTRY 7000 LIVING FREE PO BOX 5 MOUNTAIN CENTER CA 92561 NONE PC LIVING FREE OPERATIONS 80000 MENTAL HEALTH GRACE ALLIANCE PO BOX 23401 WACO TX 76702 NONE PC GRACE ALLIANCE YEAR-END MATCHING CAMPAIGN 2021 50000 MOUNT PISGAH ACADEMY 75 ACADEMY DRIVE CANDLER NC 28715 NONE PC MOUNT PISGAH ACADEMY MENTAL HEALTH SERVICES 60000 MT ZION SDA 335 PUTNAM AVE HAMDEN CT 06517 NONE PC YALE ADVENTIST CHRISTIAN FELLOWSHIP - GENERAL OPERATIONS/EVANGELISM SUPPORT 10000 NEW HAVEN SDA CHURCH 8714 ANTIOCH RD OVERLAND PARK KS 66212 NONE PC ADVENT COLLEGIATE KC - PUBLIC CAMPUS MINSTER FUNDING 30000 NORTH AMERICAN DIVISION - DEPARTMENT OF EDUCATION 9705 PATUXENT WOODS DRIVE COLUMBIA MD 21046 NONE PC OKANAGAN CHRISTIAN SCHOOL - GROWZONE, SCIENCE LAB AND SMARTBOARD UPGRADE 125000 NORTH AMERICAN DIVISION - DEPARTMENT OF EDUCATION 9705 PATUXENT WOODS DRIVE COLUMBIA MD 21046 NONE PC MAMAWI ATOSKETAN - POST SECONDARY SUCCESS LIAISON 50000 NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS 9705 PATUXENT WOODS DRIVE COLUMBIA MD 21046 NONE PC ADVENTIST HEALTHYYOU: PASTORS HEALTH & WELLNESS 100000 NORTH AMERICAN DIVISION OF SEVENTH- DAY ADVENTISTS - CC INDIGENOUS MINISTRI 9705 PATUXENT WOODS DR COLUMBIA MD 21046 NONE PC INDIGENOUS HOPE RADIO 2022 20000 NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS NATIVE MINISTRY ADVISORY 9705 PATUXENT WOODS DR COLUMBIA MD 21046 NONE PC NATIVE NEW LIFE VIDEO SERIES 50000 NORTH PACIFIC UNION CONFERENCE ASSN OF SEVENTH DAY ADVENTISTS 5709 N 20TH ST RIDGEFIELD WA 98642 NONE PC DISCIPLETREK 60000 OAKWOOD UNIVERSITY 7000 ADVENTIST BLVD NW HUNTSVILLE AL 35896 NONE PC GENERAL ENDOWMENT 100000 OAKWOOD UNIVERSITY 7000 ADVENTIST BLVD NW HUNTSVILLE AL 35896 NONE PC 40 MORE ACRES CAMPAIGN 50000 OAKWOOD UNIVERSITY 7000 ADVENTIST BLVD NW HUNTSVILLE AL 35896 NONE PC COMMUNITY HEALTH ACTION CENTER - FOOD PANTRY 50000 OCEAN CONSERVANCY 1300 19TH ST NW 8TH FLOOR WASHINGTON DC 20036 NONE PC OCEAN CONSERVANCY (OC) TRASH FREE SEAS (TFS) PROGRAM SUPPORT 60000 ON THE GROUND INTERNATIONAL 751 GRANDVIEW AVE COLLEGE PLACE WA 99324 NONE PC ON THE GROUND INTERNATIONAL 40000 OPERATION SAFE HOUSE INC 9685 HAYES STREET RIVERSIDE CA 92503 NONE PC OPERATION SAFEHOUSE 125000 PALOUSE HILLS CHRISTIAN SCHOOL 3148 TOMER ROAD MOSCOW ID 83843 NONE PC GENERAL OPERATING 20000 PINE FORGE ACADEMY 361 PINE FORGE RD PINE FORGE PA 19548 NONE PC PFA ESTABLISHING A NEW STUDENT SUCCESS CENTER 100000 RESTORE A CHILD INC 9672 SANDPIPER LANE WEST PALM BEACH FL 33411 NONE PC REFUGEE SUPPORT IN LVIV UKRAINE 20000 RESTORE A CHILD INC 9672 SANDPIPER LANE WEST PALM BEACH FL 33411 NONE PC MAASAI: HEALTH & EDUCATION 50000 RESTORE A CHILD INC 9672 SANDPIPER LANE WEST PALM BEACH FL 33411 NONE PC UKRAINE: RELIEF AND DEVELOPMENT FOR REFUGEES AND ORPHAN CHILDREN 100000 RESTORE A CHILD INC 9672 SANDPIPER LANE WEST PALM BEACH FL 33411 NONE PC OPERATIONS 50000 SEA SHEPHERD PO BOX 8628 ALEXANDRIA VA 22306 NONE PC FIGHTING ILLEGAL, UNREPORTED AND UNREGULATED (IUU) FISHING IN LATIN AMERICAN MARINE PROTECTED AREAS 150000 SHENANDOAH VALLEY ACADEMY 234 WEST LEE HWY NEW MARKET VA 22844 NONE PC SVA "DREAM MANAGEMENT" 125000 SOLIHTEN INSTITUTE 7881 EAST BELLEVIEW SUITE 1100 DENVER CO 80111 NONE PC DEVELOPMENTAL SUPPORT FOR SCHOOL BASED MENTAL HEALTH SCREENING AND TREATMENT 20000 SOUTHCENTRAL FOUNDATION 4501 DIPLOMACY DRIVE ANCHORAGE AK 99508 NONE PC ARRIGAH HOUSE INTENSIVE TRAINING 30000 SOUTHWESTERN UNION CONFERENCE - OKLAHOMA NATIVE MINISTRIES PO BOX 32098 OKLAHOMA CITY OK 73123 NONE PC AMERICAN INDIAN AND ALASKA NATIVE LIVING 50000 UPPER COLUMBIA ACADEMY 3025 E SPANGLE WAVERLY RD SPANGLE WA 99031 NONE PC WELLNESS CENTER AT UCA 30000 WALLA WALLA UNIVERSITY 204 S COLLEGE AVE COLLEGE PLACE WA 99324 NONE PC WWU'S LIFE.CHANGING. CAMPAIGN / CENTER FOR HUMANITARIAN ENGAGEMENT (CHE) 150000 WHITESIDE MANOR 2743 ORANGE STREET RIVERSIDE CA 92501 NONE PC WHITESIDE MANOR TRANSITIONAL LIVING & SUPPORTIVE SERVICES 100000 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 100000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 NONE PC WCN GENERAL OPERATING AND SCHOLARSHIP PROGRAM SUPPORT 110000 WISCONSIN CONFERENCE OF SDA PO BOX 100 FALL RIVER WI 53932 NONE PC WISCONSIN COLLEGE MINISTRY-MISSIONARY LAUNCH 80000 ADVENTIST HEALTH INTERNATIONAL 11060 ANDERSON ST LOMA LINDA CA 92350 NONE PC FOR UKRAINE CLINICS AND BERE DEVELOPMENT PLAN 175000 ANDREWS UNIVERSITY GRIGGS HALL B ROOM 213 8903 US HWY 31 BERRIEN SPRINGS MI 49104 NONE PC MASTER OF ARTS DEGREE PROGRAM IN LEADERSHIP IN SOCIAL INNOVATION 100000 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 130000 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 54000 MANASSEHS CHILDREN PO BOX 68 WASHINGTON MI 95986 NONE PC EMPOWERMENT TRANSFORMATION TRAINING 100000 UPPER COLUMBIA ACADEMY 3025 E SPANGLE WAVERLY RD SPANGLE WA 99031 NONE PC HANDS ON LEARNING INITIATIVE ($80K) AND SINGLE PARENT SCHOLARSHIP FUND ($70K) 150000 9194833 0 14 2456316 18 -516600 0 1939716 0 1939716 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 6616 0 6616 PRIVATELY HELD STOCK 80546224 135336388 MUTUAL FUNDS - ESG US STOCK ETF AT COST 16161829 18671355 MUTUAL FUNDS - ESG US CORP BD EFT AT COST 7287944 6097634 MUTUAL FUNDS - ESG INTL STOCK ETF AT COST 20967996 19419142 MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL AT COST 2771054 2469481 MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL AT COST 1328724 1043253 MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL AT COST 2611929 2489296 MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST AT COST 4895115 4292918 LEGAL 855 0 855 BANK FEES 52 0 52 INSURANCE 20366 0 20366 OFFICE EXPENSES 15357 0 15357 INVESTMENT ADVISORY FEES 65591 65591 0 FOUNDATION MANAGEMENT FEES 187500 0 187500 GRANT MAKING ADVISORY COMMITTEE 2500 0 1000 FOREIGN TAXES 62542 62542 0 EXCISE TAXES 30000 0 0