WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-28
- IRS object ID
- 202542409349100024
- Schema version
- 2024v5.2
- 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 | 2025-08-28T17:17:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY GROUP LP | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475488504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINIFRED STEVENS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINI | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL ROAD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA SPADY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2025-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $201,354,922 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,260 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,260 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,248,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,248,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,236,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,747,360 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,236,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,494,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,494,164 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,303 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,303 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $383,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108,987 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $274,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $235,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,839 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $702,701 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $358,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,105,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,105,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,807,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,463,156 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,686,463 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,384,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,762 | CashBOYAmt |
| Cash EOY | $1,228,165 | CashEOYAmt |
| Cash EOYFMV | $1,228,165 | CashEOYFMVAmt |
| Corporate Stock BOY | $80,546,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $60,853,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,154,600 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $50,797,234 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,013,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,972,157 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $131,409,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,095,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $201,354,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $131,409,220 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $139,095,683 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $131,409,220 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,095,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $131,409,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,095,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $131,409,220 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,686,463 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $139,095,683 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,095,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PRIVATE HELD STOCK | P | 2024-04-10 | $32,000,514 | $19,692,624 | $12,307,890 | $12,307,890 |
| IT TREASURY INDEX ADMIRAL | $2,917,895 | $2,875,072 | $42,823 | $42,823 | ||
| LT TREASURY INDEX ADMIRAL | $740,447 | $739,962 | $485 | $485 | ||
| ST TREASURY INDEX ADMIRAL | $2,116,882 | $2,092,022 | $24,860 | $24,860 | ||
| TOTAL INTL BOND IX INSTITUTIONAL | $4,157,368 | $4,122,533 | $34,835 | $34,835 | ||
| ESG US STOCK ETF | $4,255,345 | $2,560,873 | $1,694,472 | $1,694,472 | ||
| ESG US CORP BD ETF | $826,862 | $943,245 | -$116,383 | -$116,383 | ||
| ESG INTL STOCK ETF | $2,732,047 | $2,484,628 | $247,419 | $247,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,236,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $241,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $241,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $241,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $238,433 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,213 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $241,646 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA SPADY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2307 S RURAL ROAD | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LINDA SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| JEFF SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | TREASURER | 3.00 | $7,500 | $0 | $0 |
| SAVANNAH STEVENS | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 3.00 | $7,500 | $0 | $0 |
| HEIDI SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | BOARD MEMBER | 2.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 4801 HAMPDEN LN UNIT 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT FEES | $264,000 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $108,987 |
| 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 | $189,960,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,429,675 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $191,390,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $191,390,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,870,854 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,519,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,425,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,425,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $241,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $241,646 | TotalTaxAmt |
| Distributable Before Adj | $9,184,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,184,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,184,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,463,156 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,463,156 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,184,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $380,603 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,463,156 | QualifyingDistributionsAmt |
| Applied To Year1 | $380,603 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,082,553 | 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 | $101,773 | 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 (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY HEALTH CARE | |||||||||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTHMOTIVATE DIGITAL | $9,750 | ||||||
| ADVENTIST COMMUNITY HEALTH CARE | |||||||||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTHMOTIVATE COMMUNITY OUTREACH | $80,000 | ||||||
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ADRA SCHOOL FEEDING INITIATIVE | $100,000 | ||||||
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | ADRA CONNECTIONS | $150,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | BARAKA HOSPITAL IN ABECHE - MEDICAL SERVICES TO SUDANESE REFUGEES | $25,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | DENTAL CLINIC RENOVATION IN LILONGWE, MALAWI | $50,000 | ||||||
| ADVENTIST HEALTH INTERNATIONAL | |||||||||||||
| 11060 ANDERSON ST | LOMA LINDA | CA | 92350 | NONE | PC | FLEXI FUND FOR 2024 | $75,000 | ||||||
| ALBERTA CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | OCTOBER BOWDEN INDIGENOUS TRAINING | $18,500 | 5816 HWY 2A L | LACOMBE | ALBERTA | CA | T4L 2G5 | |||||
| ALBERTA CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH | |||||||||||||
| NONE | PC | INSPIRE MAMAWI LEADERSHIP PROGRAM | $25,000 | 5816 HWY 2A L | LACOMBE | ALBERTA | CA | T4L 2G5 | |||||
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||||||||
| 1725 I STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | SUPPORT FOR GAZA HUMANITARIAN CRISIS | $25,000 | ||||||
| ALLIANCE FOR MIDDLE EAST PEACE INC | |||||||||||||
| 1726 I STREET NW STE 300 | WASHINGTON | DC | 20006 | NONE | PC | GAZA HUMANITARIAN AID | $60,500 | ||||||
| ALTERNATIVES TO VIOLENCE OF THE PALOUSE | |||||||||||||
| 115 NW STATE STREET ROOM 304 | PULLMAN | WA | 99163 | NONE | PC | LATAH COUNTY DV AND SA SERVICES PROGRAM | $25,000 | ||||||
| AMERICAN NEAR EAST REFUGEE AID (ANERA) | |||||||||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 20005 | NONE | PC | HOPE DURING RAMADAN: SUPPORTING COMMUNITIES DURING CRISIS | $30,000 | ||||||
| AMERICAN NEAR EAST REFUGEE AID (ANERA) | |||||||||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 20005 | NONE | PC | HUMANITARIAN AID TO GAZA | $31,000 | ||||||
| AMOS HEALTH AND HOPE | |||||||||||||
| 3088 HABERLEIN RD | GIBSONIA | PA | 15044 | NONE | PC | STRENGTHENING THE MATAGALPA COMMUNITY AND THE RACCS FOR COMMUNITY DELIVERY OF CONTRACEPTIVE METHODS | $40,000 | ||||||
| AMOS HEALTH AND HOPE | |||||||||||||
| 3088 HABERLEIN RD | GIBSONIA | PA | 15044 | NONE | PC | EXPANSION/STRENGTHENING COMMUNITY-LED FAMILY PLANNING IN RURAL AREAS OF MATAGALPA AND RACCS | $45,000 | ||||||
| ANDEAN HEALTH AND DEVELOPMENT | |||||||||||||
| 3902 MILWAUKEE STREET 7702 | MADISON | WI | 53707 | NONE | PC | TRAINING RURAL HEALTHCARE LEADERS IN ECUADOR | $107,250 | ||||||
| ANDREWS UNIVERSITY | |||||||||||||
| GRIGGS HALL B ROOM 213 8903 US HWY | BERRIEN SPRINGS | MI | 49104 | NONE | PC | STUDENT EVANGELISM IN THE MIDDLE EAST | $30,000 | 31 | |||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||||
| 525 EAST COTATI AVENUE COTATI CA | COTATI | CA | 94931 | NONE | PC | USING STRATEGIC LITIGATION TO HOLD FACTORY FARMS TO ACCOUNT | $70,000 | 94931 | |||||
| AS YOU SOW | |||||||||||||
| 11461 SAN PABLO AVE SUITE 400 | EL CERRITO | CA | 94530 | NONE | PC | SHAREHOLDER ADVOCACY TO ADVANCE CORPORATE RESPONSIBILITY | $50,000 | ||||||
| ASAP MINISTRIES INC | |||||||||||||
| 105 SOUTH CASS STREET | BERRIEN SPRINGS | MI | 49103 | NONE | PC | EDUCATION INITIATIVES FOR THE MARGINALIZED IN MYANMAR AND THE WEST BORDER REGION OF THAILAND | $130,000 | ||||||
| BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE | |||||||||||||
| 2155 CHICAGO AVENUE SUITE 100 | RIVERSIDE | CA | 92507 | NONE | PC | THE ROAD TO SUCCESS: STRONG CONNECTIONS FOR YOUTH THROUGH ONE-TO-ONE MENTORING | $75,000 | ||||||
| CALEBCORPS (DBA ULTIMATE MISSION) | |||||||||||||
| 19135 ADDIE ST GLADSTONE OR 97027 | GLADSTONE | OR | 97027 | NONE | PC | EFFECTS OF A COMMUNITY-BASED LIFESTYLE PROGRAM ON DIARRHEA, MALNUTRITION, ANEMIA IN WOMEN/CHILDREN | $50,000 | ||||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||||
| 12502 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | DAF CONTRIBUTION | $1,820,000 | ||||||
| CHILD IMPACT INTERNATIONAL | |||||||||||||
| PO BOX 3202 | COLLEGEDALE | TN | 37315 | NONE | PC | OPERATION CHILD RESCUE | $50,000 | ||||||
| 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 | $15,000 | ||||||
| CREATION ILLUSTRATED MINISTRIES INC | |||||||||||||
| PO BOX 141103 | SPOKANE VALLEY | WA | 99214 | NONE | PC | RESCUING PRISONERS THROUGH THE TRANSFORMATIONAL POWER OF CREATION | $25,000 | ||||||
| EQUALITY NOW INC | |||||||||||||
| CHURCH STREET STATION PO BOX 7160 | NEW YORK | NY | 10008 | NONE | PC | ENDING SEXUAL VIOLENCE IN SOUTH ASIA (2024-25) | $145,000 | ||||||
| FARM SANCTUARY | |||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | NONE | PC | FARM SANCTUARY GENERAL OPERATING SUPPORT | $50,000 | ||||||
| FIRST NATIONS DEVELOPMENT INSTITUTE | |||||||||||||
| 2432 MAIN ST 2ND FLR | LONGMONT | CO | 80501 | NONE | PC | STEWARDING NATIVE LANDS (SNL) | $75,000 | ||||||
| FRIENDS OF THE ARAVA INSTITUTE | |||||||||||||
| 1320 CENTRE STREET STE 206 | NEWTON CENTRE | MA | 02459 | NONE | PC | JUMPSTARTING HOPE IN GAZA | $12,500 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | SAVE THE BEES | $25,000 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | TOXIC SEAS/TOXIC COMMUNITIES INVESTIGATION | $25,000 | ||||||
| FRIENDS OF THE EARTH | |||||||||||||
| 1101 15TH STREET 11TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | STOPPING PLASTICS POLLUTION IN OUR OCEANS | $100,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA | $45,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MISSION UNUSUAL TOKYO | $54,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | GENERAL CONFERENCE OF SDA - WHITE ESTATE | $100,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | GLOBAL MISSION PIONEERS IN CHINA AND GLOBAL CHINESE MISSIONARIES AROUND THE WORLD | $100,000 | ||||||
| GENERAL CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | HIGH SCHOOL DORM IN THAILAND TO HOUSE CHINESE STUDENTS | $100,000 | ||||||
| GENERAL CONFERENCE HEALTH MINISTRIES | |||||||||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | KARACHI ADVENTIST HOSPITAL DENTAL CLINIC AND NURSING SCHOOL UPGRADE | $270,000 | ||||||
| GEORGIA-CUMBERLAND ACADEMY | |||||||||||||
| 397 ACADEMY DRIVE SW | CALHOUN | GA | 30701 | NONE | PC | EXCELLENCE IN MUSIC PRODUCTION | $100,000 | ||||||
| GEORGIA-CUMBERLAND ACADEMY | |||||||||||||
| 397 ACADEMY DRIVE SW | CALHOUN | GA | 30701 | NONE | PC | GCA'S CENTER FOR STUDENT SUCCESS AND WELLNESS | $100,000 | ||||||
| GOOD NEWS BROADCASTING NETWORK | |||||||||||||
| 15560 N FRANK LLOYD WRIGHT BLVD | SCOTTSDALE | AZ | 85260 | NONE | PC | WSF 2024 PROGRAM SUPPORT GRANT APPLICATION | $120,000 | B4-5195 | |||||
| GREATER NEW YORK CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 111 E 87TH ST | NEW YORK | NY | 10128 | NONE | PC | ADVENT COLLEGIATE - DOUBLE FRIDAY NIGHT PROGRAMMING | $20,000 | ||||||
| GROUNDSWELL INTERNATIONAL INC | |||||||||||||
| 712 H STREET NE SUITE 1355 | WASHINGTON | DC | 20002 | NONE | PC | SCALING GROUNDSWELL INTERNATIONALS GLOBAL NETWORK FOR AGROECOLOGY | $55,000 | ||||||
| HIGHLAND ACADEMY | |||||||||||||
| 211 HIGHLAND CIRCLE DRIVE | PORTLAND | TN | 37148 | NONE | PC | HIGHLAND ACADEMY COUNSELING CENTER | $54,000 | ||||||
| HOLBROOK INDIAN SCHOOL | |||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | MAPS INITIATIVE | $123,000 | ||||||
| HOLBROOK INDIAN SCHOOL | |||||||||||||
| 2001 MCLAWS ROAD | HOLBROOK | AZ | 86025 | NONE | PC | STUDENT LIFE CENTER CAPITAL CAMPAIGN | $150,000 | ||||||
| HOUSE OF RUTH | |||||||||||||
| PO BOX 459 | CLAREMONT | CA | 91711 | NONE | PC | HOUSE OF RUTH PREVENTION EDUCATION PROGRAM | $75,000 | ||||||
| IMPACT HOPE | |||||||||||||
| PO BOX 28 | GLADSTONE | OR | 97027 | NONE | PC | 2024 VOCATIONAL TRAINING PROGRAM AND SOCIO-ECONOMIC EMPOWERMENT EXPANSION | $100,000 | ||||||
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 5000 | WESTFIELD | IN | 46074 | NONE | PC | TIMELESS HEALING INSIGHTS PARTIAL SPONSORSHIP REQUEST FOR DIRECTOR-RENEWED | $18,000 | ||||||
| INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 5000 | WESTFIELD | IN | 46074 | NONE | PC | AMERICAN INDIAN AND ALASKA NATIVE LIVING RADIO - ANNUAL FUNDING REQUEST | $25,000 | ||||||
| INTERNATIONAL LEADERSHIP FOUNDATION FOR ADVENTIST COLLEGES AND UNIVERSITIES | |||||||||||||
| 2915 PLAYER LANE | TUSTIN | CA | 92782 | NONE | PC | SCHOLARSHIP FOR EVANGELISM AND MINISTRY (SHIN KEI-HOON MEMORIAL SCHOLARSHIP) | $60,000 | ||||||
| IOWA-MISSOURI CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 65665 | WEST DES MOINES | IA | 50265 | NONE | PC | MID-AMERICA UNION (MAU) ACFI & IOWA STATE UNIVERSITY (ISU) ACF | $18,000 | ||||||
| KANSAS-NEBRASKA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 8714 ANTIOCH RD | OVERLAND PARK | KS | 66212 | NONE | PC | ADVENT COLLEGIATE KC - PARTIAL SALARY & MINISTRY OPERATIONS | $30,000 | ||||||
| LIBERTY IN NORTH KOREA | |||||||||||||
| 236 E 3RD ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | RESCUE & RESETTLEMENT FUND | $200,000 | ||||||
| LIVING FREE | |||||||||||||
| PO BOX 5 | MOUNTAIN CENTER | CA | 92561 | NONE | PC | LIVING FREE ANIMAL RESCUE TRANSPORT VAN | $60,000 | ||||||
| LOUD CRY MEDIA | |||||||||||||
| NONE | PC | INDIGENOUS HOPE RADIO PROMOTION TO INDIGENOUS PEOPLES | $25,000 | 2873 HWY 321 | RIVER PHILIP | NOVA SCOTIA | CA | B0M 1V1 | |||||
| LOUD CRY MEDIA | |||||||||||||
| NONE | PC | INDIGENOUS HOPE RADIO | $10,000 | 2874 HWY 321 | RIVER PHILIP | NOVA SCOTIA | CA | B0M 1V1 | |||||
| MAMAWI ATOSKETAN NATIVE SCHOOL | |||||||||||||
| NONE | PC | MAMAWI ATOSKETAN- FOOD PROGRAM | $25,000 | 441022 RANGE ROAD 253 | PONOKA | ALBERTA | CA | T4J 1R2 | |||||
| MANASSEHS CHILDREN | |||||||||||||
| PO BOX 68 | WASHINGTON | CA | 95986 | NONE | PC | MANASSEHS CHILDREN - EMPOWERMENT TRANSFORMATION TRAINING (ETT) | $100,000 | ||||||
| MANITOBA-SASKATCHEWAN CONFERENCE | |||||||||||||
| NONE | PC | GUARDIANS OF GROWTH: THE SAFEST PLACE FOR STUDENT EMPOWERMENT & SUBSTANCE-FREE LIVING | $25,000 | 1004 VICTORIA AVENUE | SASKATOON | SASKATOON | CA | S7N 0Z8 | |||||
| MANITOBA-SASKATCHEWAN CONFERENCE | |||||||||||||
| NONE | PC | MEADOW LAKE SOUP KITCHEN | $25,000 | 1004 VICTORIA AVENUE | SASKATOON | SASKATOON | CA | S7N 0Z8 | |||||
| MANITOBA-SASKATCHEWAN CONFERENCE | |||||||||||||
| NONE | PC | QIKIQTARJUAQ SEWING GROUP | $25,000 | 1004 VICTORIA AVENUE | SASKATOON | SASKATOON | CA | S7N 0Z8 | |||||
| MENTAL HEALTH GRACE ALLIANCE | |||||||||||||
| PO BOX 23401 | WACO | TX | 76702 | NONE | PC | MHGA CAPACITY BUILDING FOR EXPANSION EFFORTS 2024 | $100,000 | ||||||
| MICHIGAN CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 5801 W MICHIGAN AVE | LANSING | MI | 48917 | NONE | PC | CAMPUS: DOCTORAL RESEARCH ON PCM | $20,000 | ||||||
| MICHIGAN CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 5801 W MICHIGAN AVE | LANSING | MI | 48917 | NONE | PC | MICHIGAN STATE UNIVERSITY AND SAGINAW VALLEY STATE UNIVERSITY CAMPUS MISSIONARIES | $40,000 | ||||||
| MOUNT ELLIS ACADEMY MONTANA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3570 ACADEMY DR | BOZEMAN | MT | 59715 | NONE | PC | MEA TRADE PROGRAM | $75,000 | ||||||
| MOUNT PISGAH ACADEMY | |||||||||||||
| 75 ACADEMY DRIVE | CANDLER | NC | 28715 | NONE | PC | MOUNT PISGAH ACADEMY MENTAL HEALTH PROGRAM | $65,000 | ||||||
| NEVADA-UTAH CONFERENCE OF SEVENTH DAY ADVENTIST - KAYENTA MISSION | |||||||||||||
| 10475 DOUBLE R BLVD | RENO | NV | 89521 | NONE | PC | FELLOWSHIP | $7,000 | ||||||
| NEW JERSEY CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 2303 BRUNSWICK AVENUE | LAWRENCEVILLE | NJ | 08648 | NONE | PC | ADVENTIST CHRISTIAN FELLOWSHIP INSTITUTE CONFERENCE FUNDING | $20,000 | ||||||
| NORTH AMERICAN DIVISION ADULT MINISTRIES -PRISON SECTOR | |||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | PRISON MINISTRY OUTREACH GRANT | $30,000 | ||||||
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 9705 PATUXENT WOODS DRIVE | COLUMBIA | MD | 21046 | NONE | PC | UNIVERSITY OF GUAM CAMPUS MINISTRY START-UP PROJECT | $10,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | NPUC ACF ESTABLISMENT | $25,000 | ||||||
| NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| 5709 N 20TH ST | RIDGEFIELD | WA | 98642 | NONE | PC | DISCIPLETREK | $80,000 | ||||||
| OAKWOOD UNIVERSITY | |||||||||||||
| 7000 ADVENTIST BLVD NW | HUNTSVILLE | AL | 35896 | NONE | PC | THE NEW MUSIC BUILDING | $100,000 | ||||||
| OCEAN CONSERVANCY | |||||||||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | OCEAN CONSERVANCY OCEAN PLASTICS PROGRAM | $60,000 | ||||||
| OKANAGAN CHRISTIAN SCHOOL | |||||||||||||
| NONE | PC | WOOD SHOP | $40,000 | 1035 HOLLYWOOD RD SOUTH | KELOWNA | BRITISH COLUMBIA | CA | V1X 4N3 | |||||
| ON THE GROUND INTERNATIONAL | |||||||||||||
| 751 GRANDVIEW AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 | ||||||
| ONTARIO CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| NONE | PC | CLEAN WATER FOR INDIGENOUS PEOPLE OF NORTHWEST ONTARIO | $18,500 | 1110 KING ST EAST | OSHAWA | ONTARIO | CA | L1H 1H8 | |||||
| OPERATION SAFE HOUSE INC | |||||||||||||
| 9685 HAYES STREET | RIVERSIDE | CA | 92503 | NONE | PC | OPERATION SAFEHOUSE | $125,000 | ||||||
| PACIFIC UNION CONFERENCE OF SEVENTH-DAY ADVENTIST | |||||||||||||
| 2236 PARKER ST | BERKELEY | CA | 94704 | NONE | PC | PACIFIC UNION CONFERENCE ADVENTIST CHRISTIAN FELLOWSHIP | $25,000 | ||||||
| PALOUSE HILLS CHRISTIAN SCHOOL | |||||||||||||
| 3148 TOMER ROAD | MOSCOW | ID | 83843 | NONE | PC | GENERAL EXPENSES | $20,000 | ||||||
| PALOUSE HILLS CHRISTIAN SCHOOL | |||||||||||||
| 3148 TOMER ROAD | MOSCOW | ID | 83843 | NONE | PC | SUPPORT FOR PLAYGROUND EQUIPMENT | $20,000 | ||||||
| PENNSYLVANIA CONFERENCE ASSOCIATION OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 2359 MOUNTAIN RD | HAMBURG | PA | 19526 | NONE | PC | PENN STATE ACF DE-STRESS EVENT 2024 | $1,000 | ||||||
| PINE FORGE ACADEMY | |||||||||||||
| 361 PINE FORGE RD | PINE FORGE | PA | 19548 | NONE | PC | MENTAL HEALTH AND WELLNESS PROGRAMMING ASSISTANCE | $30,000 | ||||||
| PINE FORGE ACADEMY | |||||||||||||
| 361 PINE FORGE RD | PINE FORGE | PA | 19548 | NONE | PC | PFA STUDENT SUCCESS CENTER: CONTINUED SUPPORT FOR PATHWAYS OF EXPERIENTIAL LEARNING | $150,000 | ||||||
| POTOMAC CONFERENCE CORPORATION OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 606 GREENVILLE AVE | STAUNTON | VA | 24401 | NONE | PC | THE HYATTSVILLE URBAN CENTER OF INFLUENCE | $125,000 | ||||||
| QUEBEC CONFERENCE OF SDA | |||||||||||||
| NONE | PC | A BETTER HEALTH FOR A BETTER FUTURE | $18,500 | 940 CHEMIN DE CHAMBLY | LONGUEUIL | QUEBEC | CA | J4H 3M3 | |||||
| RESTORE A CHILD INC | |||||||||||||
| 9672 SANDPIPER LANE | WEST PALM BEACH | FL | 33411 | NONE | PC | HEALTH, MEDICAL AND EDUCATION FOR MAASAI AND UKRAINE REFUGEE CHILDREN | $100,000 | ||||||
| SEA SHEPHERD | |||||||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | GULF OF MEXICO COLLABORATION - TOXIC SEAS INVESTIGATION | $75,000 | ||||||
| SEA SHEPHERD | |||||||||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | NONE | PC | ANTARCTICA DEFENSE - THE PERFECT STORM OF WILDLIFE CONSERVATION AND CLIMATE | $150,000 | ||||||
| SEEDS OF PEACE INC | |||||||||||||
| 370 LEXINGTON AVE STE 201 | NEW YORK | NY | 10017 | NONE | PC | ISRAEL & PALESTINE SUPPORT | $12,500 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | GWA'SALA-'NAKWAXDA'XW GRIEF & WELLNESS WORKSHOP | $7,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | THE LIVING CHRIST (TLC) HEALING CIRCLE | $18,500 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | HAIDA GWAII WELLNESS CAFE | $25,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | INDIGENOUS ADVENTIST MEDIA CENTRE | $25,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | INDIGENOUS SPIRITUAL GATHERING | $25,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1300 | SUMAS | WA | 98295 | NONE | PC | TREE OF LIFE INTEGRATED HEALTH SERVICES | $25,000 | ||||||
| SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE) | |||||||||||||
| BOX 1301 | SUMAS | WA | 98295 | NONE | PC | THE LIVING CHRIST (TLC) HEALING CIRCLE | $1,000 | ||||||
| SICANGU COMMUNITY DEVELOPMENT CORPORATION | |||||||||||||
| 27565 RESEARCH PARK DRIVE | MISSION | SD | 57555 | NONE | PC | ADVANCING SUSTAINABLE FOOD SYSTEMS IN THE SIAU MAKOCE | $30,000 | ||||||
| SOUTHCENTRAL FOUNDATION | |||||||||||||
| 4501 DIPLOMACY DRIVE | ANCHORAGE | AK | 99508 | NONE | PC | FAMILY WELLNESS WARRIORS OUTREACH SUPPORT | $57,000 | ||||||
| SOUTHERN CALIFORNIA CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||||||||
| PO BOX 969 | GLENDALE | CA | 91209 | NONE | PC | PUBLIC CAMPUS MINISTRY CHAPLAIN IN LOS ANGELES COUNTY | $16,000 | ||||||
| SOUTHERN UNION CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 302 RESEARCH DR | PEACHTREE CORNERS | GA | 30092 | NONE | PC | SOUTHERN UNION ACFI | $20,000 | ||||||
| SOUTHWESTERN ADVENTIST UNIVERSITY | |||||||||||||
| 100 W HILLCREST | KEENE | TX | 76059 | NONE | PC | SOUTHWESTERN ADVENTIST UNIVERSITY NAVAJO NATION MISSION TRIP | $10,000 | ||||||
| SPRINGFIELD SEVENTH DAY ADVENTIST CHURCH | |||||||||||||
| CELEBRATE RECOVERY PO BOX 17 | SPRINGFIELD | OR | 97477 | NONE | PC | CELEBRATE RECOVERY AT SPRINGFIELD ADVENTIST CHURCH | $121,000 | ||||||
| TEXICO CONFERENCE OF THE SEVENTH-DAY ADVENTISTS | |||||||||||||
| PO BOX 1366 | CORRALES | NM | 87048 | NONE | PC | ACF AT TEXAS TECH U - TTU EVANGELISM 2024 | $2,000 | ||||||
| THE CENTER FOR MIND-BODY MEDICINE | |||||||||||||
| 5335 WISCONSIN AVE NW STE 440 | WASHINGTON | DC | 20015 | NONE | PC | HOPE AND HEALING IN THE DEPTHS OF WAR | $25,000 | ||||||
| THE CENTER FOR MIND-BODY MEDICINE | |||||||||||||
| 5336 WISCONSIN AVE NW STE 440 | WASHINGTON | DC | 20015 | NONE | PC | HOPE AND HEALING IN THE DEPTHS OF WAR | $18,500 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION FBO WEIL CENTER FOR INTEGRATIVE MEDICINE | |||||||||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | NONE | PC | EXPANDING INTEGRATIVE MEDICINE IN RESIDENCY THE EMERGENCY MEDICINE PILOT PROGRAM | $50,000 | ||||||
| UNRWA USA NATIONAL COMMITTEE | |||||||||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | NONE | PC | A LIFELINE FOR GAZA | $25,000 | ||||||
| UNRWA USA NATIONAL COMMITTEE | |||||||||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | NONE | PC | A LIFELINE FOR GAZA | $50,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | UCA 2023 WELLNESS CENTER | $30,000 | ||||||
| UPPER COLUMBIA ACADEMY | |||||||||||||
| 3025 E SPANGLE WAVERLY RD | SPANGLE | WA | 99031 | NONE | PC | UCA 2024 FARM SUSTAINABILITY PROJECT | $80,000 | ||||||
| UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS | |||||||||||||
| 3715 S GROVE RD | SPOKANE | WA | 99224 | NONE | PC | UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE | $380,000 | ||||||
| WABANAKI PUBLIC HEALTH AND WELLNESS NPC | |||||||||||||
| 16 CENTRAL ST | BANGOR | ME | 04401 | NONE | PC | SUPPORTING WABANAKI PUBLIC HEALTH AND WELLNESS CEDAR ROAD (DETOX) RECOVERY SERVICES | $100,000 | ||||||
| WALLA WALLA UNIVERSITY | |||||||||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | CENTER FOR HUMANITARIAN ENGAGEMENT (CHE) AT WWU | $150,000 | ||||||
| WASHINGTON CONFERENCE OF THE SEVENTH DAY ADVENTISTS | |||||||||||||
| 32229 WEYERHAEUSER WAY S | FEDERAL WAY | WA | 98001 | NONE | PC | MISSIONARY TRAINING CENTER | $25,000 | ||||||
| WHITESIDE MANOR | |||||||||||||
| 2743 ORANGE STREET | RIVERSIDE | CA | 92501 | NONE | PC | WHITESIDE MANOR TRANSITIONAL LIVING AND SUPPORTIVE SERVICES | $75,000 | ||||||
| WHYHUNGER | |||||||||||||
| 505 8TH AVE SUITE 2100 | NEW YORK | NY | 10018 | NONE | PC | INCREASED 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 | $75,000 | ||||||
| WISCONSIN CONFERENCE OF SDA | |||||||||||||
| PO BOX 100 | FALL RIVER | WI | 53932 | NONE | PC | WISCONSIN COLLEGE MINISTRY - MISSIONARY STAFF SUPPORT PROGRAM | $80,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,105,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,260 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,248,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,236,401 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,494,164 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,494,164 | 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 | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PRIVATELY HELD STOCK | StockNm |
| EOY Book Value | $60,853,600 | EOYBookValueAmt |
| EOYFMV | $112,154,600 | 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 | $21,644,017 | $32,530,310 |
| MUTUAL FUNDS - ESG US CORP BD EFT | AT COST | $10,286,939 | $9,474,238 |
| MUTUAL FUNDS - ESG INTL STOCK ETF | AT COST | $28,270,253 | $29,455,428 |
| MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL | AT COST | $3,931,057 | $3,867,009 |
| MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL | AT COST | $1,790,070 | $1,610,683 |
| MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL | AT COST | $3,944,535 | $3,941,702 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | AT COST | $7,147,047 | $7,092,787 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,303 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,303 | 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 | $22 | $0 | $22 |
| INSURANCE | $18,133 | $0 | $18,133 |
| OFFICE EXPENSES | $1,359 | $0 | $1,359 |
| TECHNOLOGY | $16,500 | $0 | $16,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $108,987 | $108,987 | $0 |
| FOUNDATION MANAGEMENT FEES | $264,000 | $0 | $264,000 |
| GRANT MAKING ADVISORY COMMITTEE | $10,500 | $0 | $10,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $558 | $558 | $0 |
| EXCISE TAXES | $235,000 | $0 | $0 |
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