WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349107680
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T15:52:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860133881 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY & HORNE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 E WARNER ROAD SUITE 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 | 2020-01-01 | 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 RD | 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 | 2021-11-12 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $197,477,495 | 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 | $4,344,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,344,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,996,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,499,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,996,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,340,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,340,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,440 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,097 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,097 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $244,032 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,532 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $187,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $144,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,978 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,978 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $437,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $236,844 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,168,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,168,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,606,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,405,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $734,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,240,850 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $924,465 | CashBOYAmt |
| Cash EOY | $2,307,697 | CashEOYAmt |
| Cash EOYFMV | $2,307,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,208,843 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,208,843 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $148,033,728 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,175,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $191,960,955 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $148,958,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,692,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $197,477,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $148,958,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $149,692,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $148,958,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $149,692,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $148,958,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $149,692,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $148,958,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $734,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $149,692,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $149,692,417 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| FTSE SOCIAL INDEX | 2018-03-02 | 2020-01-07 | $25,704,004 | $20,904,189 | $4,799,815 | $4,799,815 |
| TOTAL INTL BOND IX INSTIT | 2018-03-02 | 2020-01-14 | $770,000 | $729,219 | $40,781 | $40,781 |
| TOTAL INTL STOCK IX IINST | 2018-03-02 | 2020-01-02 | $25,859,312 | $25,948,717 | -$89,405 | -$89,405 |
| TOTAL BOND MKT INDEX INST | 2018-03-02 | $3,456,532 | $3,189,571 | $266,961 | $266,961 | |
| ESG US STOCK ETF | 2020-01-07 | $6,097,869 | $5,471,912 | $625,957 | $625,957 | |
| ESG INTL STOCK ETF | 2020-01-02 | $3,611,756 | $3,581,338 | $30,418 | $30,418 | |
| PRIVATELY HELD STOCK - MCKEE FOODS, INC. | 2001-01-16 | 2020-12-10 | $1,000,311 | $678,712 | $321,599 | $321,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,996,126 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142,348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142,348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $192,361 | 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 | $192,361 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $50,013 | OverpaymentAmt |
| Applied To ES Tax | $50,013 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 10.00 | $0 | $0 | $0 |
| JEFF SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | EXECUTIVE DIRECTOR | 5.00 | $0 | $0 | $0 |
| HEIDI SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| SAVANNAH STEVENS | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 2.00 | $0 | $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 | MANAGEMENT FEES | $187,500 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $56,532 |
| 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 | $191,825,562 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,278,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $194,104,102 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $194,104,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,911,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $191,192,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,559,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,559,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142,348 | TotalTaxAmt |
| Distributable Before Adj | $9,417,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,417,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,417,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,405,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,405,626 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,405,626 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,417,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,131 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,405,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,131 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,367,495 | 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 | $49,784 | 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 (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY HEALTH CARE | ||||||||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTHMOTIVATE | $200,000 | |||||
| ADVENTIST COMMUNITY SERVICES | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | ACS COVID-19 FOOD RELIEF | $250,000 | |||||
| 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 HEALTH INTERNATIONAL | ||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | COVID 19 IMPACT: COVID COMMUNITY TREATMENT CENTER DESIGNATION AND CONTINUING CARE FACILITY | $44,748 | |||||
| ADVENTIST HEALTH INTERNATIONAL | ||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | FREETOWN DENTAL CLINIC - MATCHING FUNDS | $10,000 | |||||
| ADVENTIST HEALTH INTERNATIONAL | ||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | COVID-19 EMERGENCY SUPPORT | $30,000 | |||||
| ADVENTIST HEALTH INTERNATIONAL | ||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | WATER PROJECT | $50,000 | |||||
| ADVENTIST WORLD RADIO | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | EVANGELISM | $40,000 | |||||
| ADVENTIST WORLD RADIO | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | DRC/CONGO RADIO STATIONS | $200,000 | |||||
| ADVENTIST WORLD RADIO | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | AWR CELL PHONE EVANGELISM | $100,000 | |||||
| ALTERNATIVES TO VIOLENCE ON THE PALOUSE | ||||||||||||
| 115 NW STATE STREET ROOM 304 | PULLMAN | WA | 99163 | NONE | PC | LATAH COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES | $25,000 | |||||
| ANDREWS UNIVERSITY | ||||||||||||
| 8903 US HWY 31 4150 ADMINISTRATION | BERRIEN SPRINGS | MI | 49104 | NONE | PC | CLINIC IN A CONTAINER 2018 - 2020 | $15,000 | DRIVE | ||||
| ANDREWS UNIVERSITY | ||||||||||||
| 8903 US HWY 31 4150 ADMINISTRATION | BERRIEN SPRINGS | MI | 49104 | NONE | PC | BEYOND WALLS | $15,000 | DRIVE | ||||
| ANDREWS UNIVERSITY | ||||||||||||
| 8903 US HWY 31 4150 ADMINISTRATION | BERRIEN SPRINGS | MI | 49104 | NONE | PC | ARCHITECTURE BUILDING PHASE 2 | $163,000 | DRIVE | ||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | CLOSED COUNTRY YOUTH EVANGELIST PROJECT | $20,400 | |||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | ASAP RESETTLED REFUGEE STUDENT MISSIONARY PROGRAM | $5,000 | |||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | KADAH AND THUKABEE MYANMAR SDA SCHOOL SUPPORT | $9,600 | |||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | CUDDLY MEGAVOICES | $30,000 | |||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | MISSIONARY TENT-MAKER TRAINING PROGRAM | $40,000 | |||||
| ASAP MINISTRIES INC | ||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | LITERACY 4 LIFE | $15,000 | |||||
| AUBURN ADVENTIST ACADEMY | ||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | BUDGET SHORTFALL DUE TO COVID-19 | $50,000 | |||||
| AUBURN ADVENTIST ACADEMY | ||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | COUNSELING/MENTORSHIP PROGRAM | $80,000 | |||||
| AUBURN ADVENTIST ACADEMY | ||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | TASK FORCE WORKERS | $50,000 | |||||
| AUBURN ADVENTIST ACADEMY | ||||||||||||
| 5000 AUBURN WAY SOUTH | AUBURN | WA | 98092 | NONE | PC | BAKING OVEN | $25,000 | |||||
| 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: BUILDING RESILIENCY AND ACADEMIC ACHIEVEMENT THROUGH MENTORSHIP | $25,000 | |||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | DISTRIBUTION TO A DONOR-ADVISED FUND | $1,920,000 | |||||
| CALIFORNIA COMMUNITY FOUNDATION | ||||||||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | CALIFORNIA WILDFIRE RELIEF FUND | $25,000 | |||||
| CHRISTALIS INC | ||||||||||||
| 14611 BLACKBURN RD | BURTONSVILLE | MD | 20866 | NONE | PC | CHILD SPONSORSHIP AND STAFF SALARIES | $59,167 | |||||
| CREATION ILLUSTRATED MINISTRIES INC | ||||||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | DIGITAL MINISTRY AND SOCIAL MEDIA MARKETING OF CREATION ILLUSTRATED | $5,000 | |||||
| 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 | RESCUING PRISON INMATES THROUGH THE TRANSFORMATIONAL POWER OF CREATION | $30,000 | |||||
| DIRECT RELIEF | ||||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | COVID-19 EMERGENCY GRANT | $20,000 | |||||
| EQUALITY NOW INC | ||||||||||||
| 125 MAIDEN LANE 9TH FLOOR SUITE B | NEW YORK | NY | 10038 | NONE | PC | ENDING SEXUAL VIOLENCE AGAINST WOMEN AND GIRLS IN SOUTH ASIA | $140,000 | |||||
| EQUALITY NOW INC | ||||||||||||
| 125 MAIDEN LANE 9TH FLOOR SUITE B | NEW YORK | NY | 10038 | NONE | PC | PROTECTING WOMEN AND GIRLS DURING THE COVID-19 PANDEMIC | $30,000 | |||||
| EXPONENT PHILANTHROPY | ||||||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT BEST PRACTICES IN PHILANTHROPY | $7,500 | |||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | ||||||||||||
| 2432 MAIN ST 2ND FLR | LONGMONT | CO | 80501 | NONE | PC | NAVAJO NATION COVID FUND DRIVE | $20,000 | |||||
| FRIENDS OF THE EARTH | ||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | HEALTHY, CLIMATE-FRIENDLY SCHOOL FOOD | $50,000 | |||||
| FRIENDS OF THE EARTH | ||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL OPERATING | $30,000 | |||||
| FRIENDS OF THE EARTH | ||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | LAND GRABS, FORESTS, AND FINANCE | $50,000 | |||||
| GENERAL CONFERENCE GLOBAL MISSION | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA | $5,000 | |||||
| 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 GLOBAL MISSION | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA | $20,000 | |||||
| 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 | COVID-19 MENTAL HEALTH INITIATIVE | $100,000 | |||||
| GENERAL CONFERENCE HEALTH MINISTRIES DEPARTMENT | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | THE MINDWELL PROJECT ON MENTAL HEALTH | $250,000 | |||||
| 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 - THEOLOGICAL LIBRARY TRANSLATION PROJECT | $38,200 | |||||
| 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 | |||||
| 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 - CHURCH PLANTING PIONEER TEAMS | $106,667 | |||||
| GENERAL CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | LIFESTYLE COACH TRAINING - SOUTHERN ASIA DIVISION | $15,000 | |||||
| HOLBROOK INDIAN SCHOOL | ||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) | $45,000 | |||||
| HOLBROOK INDIAN SCHOOL | ||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | GROWING AND SUSTAINING HOLBROOK INDIAN SCHOOL (MATCHING GRANT) | $55,000 | |||||
| HOLBROOK INDIAN SCHOOL | ||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | HIS COVID-19 EMERGENCY GRANT | $25,000 | |||||
| HOPE CHANNEL INTERNATIONAL INC | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | HOPE CHANNEL - HAPUR STUDIO | $250,000 | |||||
| HOPE CHANNEL INTERNATIONAL INC | ||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | HOPE CHANNEL: HOPE AND HEALING PROJECT | $200,000 | |||||
| HOUSE OF RUTH | ||||||||||||
| 599 N MAIN ST | POMONA | CA | 91768 | NONE | PC | HOUSE OF RUTH PREVENTION PROGRAM | $75,000 | |||||
| IMPACT HOPE | ||||||||||||
| 14020 SE JOHNSON RD | MILWAUKIE | OR | 97267 | NONE | PC | GENERAL OPERATING SUPPORT - HOLIDAY VOCATIONAL TRAINING 2020 | $55,000 | |||||
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | ||||||||||||
| 15205 WESTFIELD BLVD | CARMEL | IN | 46032 | NONE | PC | COMPASS HEALTH CONSULTING (AMERICAN INDIAN LIVING RADIO) | $25,000 | |||||
| IT IS WRITTEN | ||||||||||||
| 4289 BONNY OAKS DRIVE SUITE 113 | CHATTANOOGA | TN | 37406 | NONE | PC | IT IS WRITTEN MINISTRY HEADQUARTERS | $125,000 | |||||
| LA VIDA MISSIONS INC | ||||||||||||
| 700 CR 7730 | CROWNPOINT | NM | 87313 | NONE | PC | RV GARAGE | $7,000 | |||||
| LIBERTY IN NORTH KOREA | ||||||||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | THE BORDER ANGELS FUND | $250,000 | |||||
| MANASSEHS CHILDREN | ||||||||||||
| 1011 SHOTWELL STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | MANASSEHS CHILDREN- EMPOWERMENT TRANSFORMATION TRAINING (ETT) | $100,000 | |||||
| NORTH AMERICAN DIVISION | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | OKANAGAN CHRISTIAN SCHOOL SILVER TIP PATHFINDER CLUBHOUSE RENOVATION | $70,000 | |||||
| NORTH AMERICAN DIVISION ADULT MINISTRIES -PRISON SECTOR | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | PRISON MINISTRY OUTREACH | $130,000 | |||||
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | INDIGENOUS HOPE RADIO | $20,000 | |||||
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | FIRST NATIONS WELLNESS COACH TRAINING | $15,000 | |||||
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS NATIVE MINISTRY ADVISORY | ||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | NATIVE NEW LIFE VIDEO SERIES | $100,000 | |||||
| NORTH AMERICAN DIVISION OF SEVENTH-DAY ADVENTISTS | ||||||||||||
| NONE | PC | LET'S MOVE KELOWNA | $40,000 | 130 GERSTMAR RD | KELOWNA | BRITISH COLUMBIA | CA | |||||
| OAKWOOD UNIVERSITY | ||||||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | PHASE 2 COVID-19 RESPONSE CAMPAIGN - ANNUAL FUND OPERATIONS/SCHOLARSHIPS | $100,000 | |||||
| OAKWOOD UNIVERSITY | ||||||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | COVID-19 RESPONSE - OU 2020 ALL IN SCHOLARSHIP CAMPAIGN | $50,000 | |||||
| OCEAN CONSERVANCY | ||||||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | OCEAN CONSERVANCY (OC) TRASH FREE SEAS (TFS) PROGRAM SUPPORT | $40,000 | |||||
| OKLAHOMA CONFERENCE OF SEVENTH-DAY ADVENTISTS - NATIVE MINISTRIES | ||||||||||||
| 4735 NW 63RD | OKLAHOMA CITY | OK | 73132 | NONE | PC | INTERNET ASSISTANCE | $11,000 | |||||
| OPERATION SAFE HOUSE INC | ||||||||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92053 | NONE | PC | OPERATION SAFEHOUSE EMERGENCY SHELTER | $125,000 | |||||
| OPERATION SAFE HOUSE INC | ||||||||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92053 | NONE | PC | OPERATION SAFEHOUSE EMERGENCY SHELTER | $50,000 | |||||
| OREGON COMMUNITY FOUNDATION | ||||||||||||
| 1221 SW YAMHILL ST SUITE 100 | PORTLAND | OR | 97205 | NONE | PC | OREGON WILDFIRE RELIEF & RECOVERY | $25,000 | |||||
| PALOUSE HILLS CHRISTIAN SCHOOL | ||||||||||||
| 3148 TOMER ROAD | MOSCOW | ID | 83843 | NONE | PC | WATER SYSTEM | $15,000 | |||||
| PERSHING INVESTOR SOLUTIONS - HARBOR FUND DAF | ||||||||||||
| 4801 HAMPDEN LANE SUITE 106 | BETHESDA | MD | 20814 | NONE | PC | DISTRIBUTION TO A DONOR ADVISED FUND TO BE HELD FOR CHARITABLE PURPOSES. | $800,000 | |||||
| RESTORE A CHILD INC | ||||||||||||
| 9672 SANDPIPER LANE WEST | PALM BEACH | FL | 33411 | NONE | PC | OPERATIONAL FUNDS FOR 2020 | $150,000 | |||||
| RESTORE A CHILD INC | ||||||||||||
| 9672 SANDPIPER LANE WEST | PALM BEACH | FL | 33411 | NONE | PC | MASAAI HEALTH & EDUCATIONAL NEEDS IN NORTHERN TANZANIA | $80,000 | |||||
| RESTORE A CHILD INC | ||||||||||||
| 9672 SANDPIPER LANE WEST | PALM BEACH | FL | 33411 | NONE | PC | DUNIA YA HERI IN PARTNERSHIP WITH RESTORE A CHILD MEDICAL CLINIC AND ELEMENTARY SCHOOL | $60,000 | |||||
| RESTORE A CHILD INC | ||||||||||||
| 9672 SANDPIPER LANE WEST | PALM BEACH | FL | 33411 | NONE | PC | SOUTH SUDAN ADVENTIST VOCATIONAL TRAINING SCHOOL AND REFUGEE CAMP | $60,000 | |||||
| SHENANDOAH VALLEY ACADEMY | ||||||||||||
| 234 WEST LEE HWY | NEW MARKET | VA | 22844 | NONE | PC | SVA TUITION ASSISTANCE GRANT REQUEST | $50,000 | |||||
| UPPER COLUMBIA ACADEMY | ||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | WELLNESS CENTER AT UCA | $70,000 | |||||
| UPPER COLUMBIA ACADEMY | ||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | BRIDGE THE GAP CAMPAIGN | $50,000 | |||||
| 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 | |||||
| WALLA WALLA COMMUNITY HOSPICE | ||||||||||||
| 1067 E ISAACS AVE | WALLA WALLA | WA | 99362 | NONE | PC | PRESCRIPTION MEDICATION SUPPORT | $7,500 | |||||
| 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 | TRANSITIONAL LIVING PROGRAM | $100,000 | |||||
| WHITESIDE MANOR | ||||||||||||
| 2743 ORANGE STREET | RIVERSIDE | CA | 92501 | NONE | PC | EMERGENCY FUNDING DUE TO COVID-19 | $25,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | WILDLIFE CONSERVATION NETWORK GENERAL OPERATING SUPPORT | $35,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | BUSHFIRE EMERGENCY WILDLIFE FUND | $25,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | WILDLIFE CONSERVATION NETWORK SCHOLARSHIP PROGRAM | $50,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | PANGOLIN CRISIS FUND | $50,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | WILDLIFE CONSERVATION NETWORK SCHOLARSHIP PROGRAM | $10,000 | |||||
| WILDLIFE CONSERVATION NETWORK | ||||||||||||
| 209 MISSISSIPPI STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | LION RECOVERY FUND | $40,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,168,782 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,344,841 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,996,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,340,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,340,967 | 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 | ACCOUNTING & BOOKKEEPING | CategoryTxt |
| Amt | $4,097 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,097 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRIVATELY HELD STOCK | $80,546,224 | $118,712,022 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | $4,882,256 | $5,255,082 |
| MUTUAL FUNDS- TOTAL BOND MKT INDEX INST | $13,172,079 | $14,473,947 |
| MUTUAL FUNDS - ESG US STOCK ETF | $21,672,667 | $26,821,185 |
| MUTUAL FUNDS - ESG INTL STOCK ETF | $23,902,651 | $26,698,719 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,440 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,440 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $88 | $0 | $88 |
| DUES & MEMBERSHIPS | $168 | $0 | $168 |
| INSURANCE | $16,006 | $0 | $16,006 |
| OFFICE EXPENSES | $15,567 | $0 | $15,567 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $56,532 | $56,532 | $0 |
| FOUNDATION MANAGEMENT FEES | $187,500 | $0 | $187,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $43,585 | $43,585 | $0 |
| EXCISE TAXES | $101,000 | $0 | $0 |
Comments