WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349103469
- Schema version
- 2019v5.1
- 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 | 2020-11-16T12:32:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | COLETTE KAMPS CPA | PreparerPersonNm |
| PTIN | P00367616 | PTIN |
| Phone | 4808394900 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.44.192.92 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 15:57:13 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $187,290,377 | 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 | $5,663,144 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,663,144 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,205 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,500,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,205 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,229,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,229,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,415 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,415 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,323 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,323 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $199,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,821 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,885 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,625 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,897 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,897 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,916 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $439,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200,436 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,562,174 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,562,174 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,001,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,762,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,772,164 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,113,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,418,592 | CashBOYAmt |
| Cash EOY | $924,465 | CashEOYAmt |
| Cash EOYFMV | $924,465 | CashEOYFMVAmt |
| Corporate Stock BOY | $149,308,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $148,033,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $186,365,912 | CorporateStockEOYFMVAmt |
| Land BOY | $2,987 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $152,730,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,958,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $187,290,377 | 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 | $152,730,357 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,958,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,730,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,958,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $152,730,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,958,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,730,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,772,164 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,958,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,958,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TOTAL BOND MKT INDEX INST | 2018-03-02 | 2019-11-22 | $398,522 | $376,664 | $21,858 | $21,858 |
| FTSE SOCIAL INDEX INST | 2018-03-02 | 2019-11-22 | $3,765,220 | $3,175,347 | $589,873 | $589,873 |
| TOT INTL STOCK IX INST | 2018-03-02 | 2019-11-22 | $1,194,761 | $1,250,170 | -$55,409 | -$55,409 |
| TOT INTL BOND IX INSTITL | 2018-03-02 | 2019-11-22 | $141,498 | $131,615 | $9,883 | $9,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,205 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,642,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $178,519,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048412 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,805,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,023,127 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.067919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,628,297 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $50,041,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052523 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $831,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,810,186 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018146 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,336,697 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,936,781 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055720 | DistributionYr5Rt |
| Total Distribution | 0.242720 | TotalDistributionRt |
| Average Distribution | 0.048544 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,309,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,044,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $61,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,105,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,762,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $61,139 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,139 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,139 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $110,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $110,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,861 | OverpaymentAmt |
| Applied To ES Tax | $48,861 | 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 | 0 | 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 | 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 | 10.00 | $0 | $0 | $0 |
| JEFF SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | EXECUTIVE DIRECTOR | 2.00 | $1,000 | $0 | $0 |
| SAVANNAH STEVENS | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | SECRETARY | 2.00 | $1,000 | $0 | $0 |
| HEIDI SPADY | ||||||||
| 2307 S RURAL RD | TEMPE | AZ | 85282 | VICE PRESIDENT | 2.00 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY | |||||
| 3 BETHESDA METRO CENTER SUITE 960 | BETHESDA | MD | 20814 | MANAGEMENT FEES | $140,250 |
| VANGUARD | |||||
| PO BOX 3009 | MONROE | WI | 53566 | INVESTMENT ADVISORY FEES | $56,821 |
| 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 | $186,792,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,353,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,146,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,146,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,837,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,309,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,315,451 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,315,451 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,139 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,139 | TotalTaxAmt |
| Distributable Before Adj | $9,254,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,254,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,254,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,762,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,762,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $61,139 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,701,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,254,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $546,429 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,762,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $546,429 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,216,181 | 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 | $38,131 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVENTIST COMMUNITY HEALTH CARE | |||||||
| 619 S WASHINGTON ST STE 203 | MOSCOW | ID | 83843 | NONE | PC | HEALTH MOTIVATE PROJECT | $300,000 |
| ADVENTIST WORLD RADIO | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | DRC/CONGO RADIO STATIONS; EVANGELISM | $540,000 |
| ALTERNATIVES TO VIOLENCE ON THE PALOUSE | |||||||
| 407 S WASHINGTON ST 101 | MOSCOW | ID | 83843 | NONE | PC | LATAH DOMESTIC VIOLENCE AND ASSAULT SERVICES | $25,100 |
| ANDREWS UNIVERSITY | |||||||
| 8975 OLD 31 | BERRIEN SPRINGS | MI | 49104 | NONE | PC | CLINIC IN A CONTAINER; BEYOND WALLS | $30,000 |
| ASAP MINISTRIES | |||||||
| 105 S CASS ST | BERRIEN SPRINGS | MI | 49103 | NONE | PC | CLOSED COUNTRY YOUTH EVANGELIST PROJECT; REFUGEE STUDENT MISSIONARY PROJECT; KADAH THUKABEE MYANMAR SCHOOL SUPPORT; CUDDLY MEGAVOICES; MISSIONARY TENT-MAKER TRAINING PROGRAM; LITERACY FOR LIFE; AND GENERAL SUPPORT | $200,000 |
| CALIFORNIA COMMUNITY FOUNDATION | |||||||
| 221 S FIGUEROA ST STE 400 | LOS ANGELES | CA | 90012 | NONE | PC | DISTRIBUTION TO A DONOR-ADVISED FUND | $1,800,000 |
| CHRYSALIS | |||||||
| 14611 BLACKBURN RD | BURTONVILLE | MD | 20866 | NONE | PC | CHILD SPONSORSHIP AND STAFF SALARIES | $74,541 |
| CREATION ILLUSTRATED MAGAZINE | |||||||
| PO BOX 7955 | AUBURN | CA | 95604 | NONE | PC | DIGITAL MINISTRY AND SOCIAL MEDIA MARKETING; RESCUING PRISON INMATES; SUBS & UNIT STUDIES SCHOOLS IN NAD | $50,000 |
| EQUALITY NOW | |||||||
| 125 MAIDEN LANE 9TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | ENDING SEXUAL VIOLENCE IN SOUTH ASIA; ENDING HARMFUL PRACTICES IN AFRICA | $150,000 |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $12,000 |
| GENERAL CONFERENCE HEALTH MINISTRIES | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | MINDWELL PROJECT ON MENTAL HEALTH | $250,000 |
| GENERAL CONFERENCE OF SEVENTH DAY ADVENTISTS | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | SCHOOL AND HEALTH MINISTRY (SAN RAMON/BOLIVIA); ISHAKA GRANT; CHINESE LIBRARY AND PASTORAL TRAINING AND PIONEER TEAMS; LIFESTYLE COACH SOUTHERN ASIAN DIVISION; CENTER OF INFLUENCE PILOT- HOSUR TAMIL NADU; COMPASS HEALTH CONSULTING | $689,033 |
| HOLBROOK SEVENTH DAY ADVENTIST INDIAN SCHOOL | |||||||
| 2001 MCLAWS RD | HOLBROOK | AZ | 86025 | NONE | PC | GROW AND SUSTAIN HOLBROOK MATCHING GRANT; COUNSELING, HIS FARM, STUDENT WORK EXPERIENCE | $100,000 |
| IMPACT HOPE | |||||||
| 2500 WILLIAMETT FALLS DR | WEST LINN | OR | 97068 | NONE | PC | GENERAL OPERATING- HOLDAY VOCATIONAL TRAINING | $55,000 |
| LIBERTY IN NORTH KOREA | |||||||
| 236 E 2ND ST STE 210 | LONG BEACH | CA | 90802 | NONE | PC | BORDER ANGELS FUND | $250,000 |
| LIGHT BEARERS MINISTRY | |||||||
| 37457 JASPER LOWELL RD | JASPER | OR | 97438 | NONE | PC | DICIPLESHIP PROGRAM; 7 CONTAINERS OF TRUTH-FILLED LITERATURE FOR THE MISSION FIELD | $440,000 |
| MANASSEH'S CHILDREN | |||||||
| 1011 SHOTWELL ST | SAN FRANCISCO | CA | 94110 | NONE | PC | EMPOWERMENT TRANSFORMATION TRAINING | $100,000 |
| NORTH AMERICAN DIVISION OF SEVENTH DAY ADVENTISTS | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20866 | NONE | PC | HOME ECONOMICS CLASSROOM UPGRADE; LET'S MOVE KELOWNA; PRISON MINISTRY OUTREACH; FIRST NATIONS WELLNESS COACH TRAINING; NATIVE HOPE RADIO; NATIVE NEW LIFE VIDEO SERIES | $330,000 |
| OPERATION SAFEHOUSE | |||||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | NONE | PC | EMERGENCY SHELTER FOR YOUTH | $125,000 |
| RESTORE A CHILD | |||||||
| 11212 CHERRY HILL RD | BELTSVILLE | MD | 20705 | NONE | PC | SOUTH SUDAN VOCATIONAL TRAINING & REFUGEE CAMP; OPERATIONAL FUNDS; MASAAI HEALTH- NORTHERN TANZANIA; DUNIA YA HERI MED CLINIC AND SCHOOL | $350,000 |
| UPPER COLUMBIA ACADEMY | |||||||
| 3025 E SPANGLE-WAVERLY | SPANGLE | WA | 99031 | NONE | PC | HANDS ON LEARNING INITIATIVE AND PARENT SCHOLAR | $150,000 |
| WALLA WALLA UNIVERSITY | |||||||
| 204 S COLLEGE AVE | COLLEGE PLACE | WA | 99324 | NONE | PC | PRESCRIPTION MEDICINE SUPPORT; CENTER FOR HUMANITARIAN | $157,500 |
| WHITESIDE MANOR | |||||||
| 2743 ORANGE ST | RIVERSIDE | CA | 92501 | NONE | PC | GENERAL SUPPORT | $100,000 |
| WILDLIFE CONSERVATION NETWORK | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | NONE | PC | STRATEGIC PLAN: 3 PROJECTS | $150,000 |
| SOUTHWESTERN UNION CONFERENCE- OKLAHOMA NATIVE MINISTRIES | |||||||
| PO BOX 4000 | BURLESON | TX | 76097 | NONE | PC | YOUTH MINISTRY SHATTUCK OKLAHOMA | $35,000 |
| YOUNG DISCIPLES CHRISTIAN ACADEMY | |||||||
| 630 W 17TH PLACE | TEMPE | AZ | 85281 | NONE | PC | SCHOOL FIRE ALARM | $15,000 |
| ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | YOUTH SCHOLARSHIPS; EL NINO RELIEF & SCHOOL FEED INITIATIVE | $650,000 |
| ADVENTIST HEALTH INTERNATIONAL | |||||||
| 11060 ANDERSON ST MH-111 | LOMA LINDA | CA | 92350 | PC | WATERLOO ADVENTIST HOSPITAL CLINICIAN HOUSE AND REPAIR/RENOVATION AND MATERNITY WARD | $134,000 | |
| AUBURN ADVENTIST ACADEMY | |||||||
| 5000 AUBURN WAY S | AUBURN | WA | 98092 | NONE | PC | MENTORING PROGRAM; PAXTON/PATTERSON GRADE 9 STEM PROGRAM; AVIATION PROGRAM AT SPADY HALL; INDUSTRIAL ARTS PROGRAM IN SPADY HALL | $185,000 |
| FIVE LOAVES FOUNDATION | |||||||
| 4481 N DRESDEN PL | GARDEN CITY ID | ID | 83714 | NONE | PC | KELLOGG-MOOKERJEE MEMORIAL SEMINARY MATCHING GRANT | $100,000 |
| GULF STATE CONFERENCE OF SDA | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | UCHEE PINES SDA CHURCH- PASTOR ATKINSON | $300,000 |
| HOPE CHANNEL INTERNATIONAL INC | |||||||
| 12501 OLD COLUMBIA PIKE | SILVER SPRING | MD | 20904 | NONE | PC | APP IMPROVEMENTS; HAPUR STUDIO | $295,000 |
| HOUSE OF RUTH | |||||||
| 291 US HWY 60 W | REPUBLIC | MO | 65738 | NONE | PC | PREVENTION PROGRAM | $75,000 |
| IT IS WRITTEN | |||||||
| PO BOX 633 | WALDORF | MD | 20603 | NONE | PC | HEADQUARTERS | $125,000 |
| PALOUSE HILLS CHRISTIAN SCHOOL | |||||||
| 3148 TOMER RD | MOSCOW | ID | 83843 | NONE | PC | PHCS FLOORING REPAIR PROJECT | $20,000 |
| HARBOR FUND INC | |||||||
| 3 BETHESDA METRO CTR STE 960 | BETHESDA | MD | 20814 | NONE | PC | DISTRIBUTION TO A DONOR ADVISED FUND TO BE HELD FOR CHARITABLE PURPOSES. | $1,200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,562,174 | 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 | $5,663,144 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,205 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,229,349 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,229,349 | 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 | $10,323 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,323 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PRIVATELY HELD STOCK | $81,224,936 | $114,112,370 |
| MUTUAL FUNDS- FTSE SOCIAL INDEX INST | $20,904,189 | $25,657,142 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST | $5,346,658 | $5,581,994 |
| MUTUAL FUNDS- TOTAL INTERNATIONAL STOCK IX INST | $25,948,717 | $25,617,015 |
| MUTUAL FUNDS- TOTAL BOND MKT INDEX INST | $14,609,228 | $15,397,391 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21,415 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,415 | 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 | $33 | $0 | $33 |
| DUES & MEMBERSHIPS | $750 | $0 | $750 |
| INSURANCE | $12,032 | $0 | $12,032 |
| OFFICE EXPENSES | $3,101 | $0 | $3,101 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $56,821 | $56,821 | $0 |
| FOUNDATION MANAGEMENT FEES | $140,250 | $0 | $140,250 |
| OTHER PROFESSIONAL FEES | $2,635 | $0 | $2,635 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $58,625 | $58,625 | $0 |
| EXCISE TAXES | $123,457 | $0 | $0 |
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