WINIFRED STEVENS FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: WINIFRED STEVENS FOUNDATION (EIN 47-5488504)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-14
IRS object ID: 201903189349104000
Schema version: 2018v3.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-14T17:21:41-06:00	ReturnTs
Tax Period End	2018-12-31	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	2018-01-01	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	2019-11-14	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	2019-11-13	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	207.224.185.194	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-14	IPDt
IP Tm	11:12:14	IPTm
IP Timezone	MS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	30CFC7705E25BF46359C440627DCB633DA2B6D0F	AtSubmissionCreationDeviceId
At Submission Filing Device Id	39B37D89D93772E2C03F4FDB5F1920A0547CD91F	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-01-14 16:20:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$181,755,166	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$102,320,849	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$4,328,480	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$4,328,480	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$21,323,343	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$81,352,077	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$21,323,343	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$342	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$0	OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm	$0	OtherIncomeAdjNetIncmAmt
Total Rev And Expnss	$127,973,014	TotalRevAndExpnssAmt
Total Net Invst Incm	$25,651,823	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$1,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$1,000	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$43,408	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$43,408	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$25,978	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$25,978	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$126,725	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$59,810	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$66,915	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$141,804	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$438	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$25,604	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$20,819	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$364,519	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$60,248	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$158,120	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$8,740,325	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$8,740,325	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,104,844	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$60,248	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$8,898,445	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$118,868,170	ExcessRevenueOverExpensesAmt
Net Investment Income	$25,591,575	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$329,477	CashBOYAmt
Cash EOY	$3,418,592	CashEOYAmt
Cash EOYFMV	$3,418,592	CashEOYFMVAmt
Corporate Stock BOY	$32,196,642	CorporateStockBOYAmt
Corporate Stock EOY	$149,308,778	CorporateStockEOYAmt
Corporate Stock EOYFMV	$178,333,587	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,347,002	CorporateBondsBOYAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$0	CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$2,987	LandBldgEquipCostOrOtherBssAmt
Land BOY	$0	LandBOYAmt
Land EOY	$2,987	LandEOYAmt
Land EOYFMV	$2,987	LandEOYFMVAmt
Total Assets BOY	$33,873,121	TotalAssetsBOYAmt
Total Assets EOY	$152,730,357	TotalAssetsEOYAmt
Total Assets EOYFMV	$181,755,166	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
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	$33,873,121	RetainedEarningBOYAmt
Retained Earning EOY	$152,730,357	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$33,873,121	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$152,730,357	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$33,873,121	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$152,730,357	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$33,873,121	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$118,868,170	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$152,741,291	SubtotalAmt
Other Decreases	$10,934	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$152,730,357	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PRIVATELY HELD STOCK	D	2016-12-31	2018-01-16	$34,814,912	$16,234,602	$18,580,310	$18,580,310
BOND MKT INDEX INST		2018-03-02	2018-10-23	$2,302,370	$2,322,939	-$20,569	-$20,569
FTSE SOCIAL INDEX INST		2018-03-02	2018-10-16	$4,367,597	$4,050,474	$317,123	$317,123
TOT INTL STOCK IX INST		2018-03-02	2018-10-16	$1,277,916	$1,333,056	-$55,140	-$55,140
TOT INTL BOND IX INSTITL		2018-03-02	2018-10-16	$885,779	$879,406	$6,373	$6,373
MERRILL LYNCH		2017-12-31	2018-02-28	$16,984,048	$16,791,685	$192,363	$192,363
MERRILL LYNCH		2016-12-31	2018-02-28	$20,719,455	$18,416,572	$2,302,883	$2,302,883

Field	Value	IRS element (for citing)
Capital Gain Net Income	$21,323,343	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$440,150	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$3,805,030	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$56,023,127	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.067919	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$2,628,297	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$50,041,233	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.052523	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$831,281	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$45,810,186	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.018146	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$2,336,697	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$41,936,781	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.055720	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$360,760	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$33,115,377	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.010894	DistributionYr5Rt
Total Distribution	0.205202	TotalDistributionRt
Average Distribution	0.041040	AverageDistributionRt
Net Vl Noncharitable Assets	$178,519,579	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$7,326,444	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$255,916	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$7,582,360	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$8,898,445	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	$255,916	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$255,916	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$255,916	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$243,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$13,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$256,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$541	EsPenaltyAmt
Tax Due	$457	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	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 (5 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	1.00	$0	$0	$0
JEFF SPADY
2307 S RURAL RD	TEMPE	AZ	85282	VICE PRESIDENT	1.00	$1,000	$0	$0
SAVANNAH STEVENS
2307 S RURAL RD	TEMPE	AZ	85282	SECRETARY	1.00	$0	$0	$0
HEIDI SPADY
2307 S RURAL RD	TEMPE	AZ	85282	VICE PRESIDENT	1.00	$0	$0	$0
ELLIS CARTER
2307 S RURAL RD	TEMPE	AZ	85282	ASSISTANT SECRETARY	0.00	$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

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MERRILL LYNCH	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	350 S GRAND AVE 27TH FLOOR	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
Service Type	INVESTMENT ADVISORY FEES	ServiceTypeTxt
Compensation	$59,810	CompensationAmt

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	$175,102,372	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$6,135,779	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$181,238,151	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$181,238,151	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,718,572	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$178,519,579	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,925,979	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,925,979	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$255,916	TaxBasedOnInvestmentIncomeAmt
Total Tax	$255,916	TotalTaxAmt
Distributable Before Adj	$8,670,063	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$8,670,063	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$8,670,063	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$8,898,445	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$8,898,445	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$255,916	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$8,642,529	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,670,063	DistributableAsAdjustedAmt
Undistributed Income PY	$774,811	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$8,898,445	QualifyingDistributionsAmt
Applied To Year1	$774,811	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$8,123,634	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	$546,429	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 (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADRA INTERNATIONAL
12501 OLD COLUMBIA PIKE	SILVER SPRING	MD	20904	NONE	PC	CONNECTIONS YOUTH PROGRAM AND FEEDING PROGRAM	$650,000
ADVENTIST COMMUNITY HEALTH CARE
619 S WASHINGTON ST STE 203	MOSCOW	ID	83843	NONE	PC	HEALTH MOTIVATE PROJECT	$50,000
ADVENTIST WORLD RADIO
12501 OLD COLUMBIA PIKE	SILVER SPRING	MD	20904	NONE	PC	BEIRUT GODPODS, BEIJING PROJECT, MANILA RADIO STATION, MADAGASCAR, STAN COUNTRIES	$1,640,000
ALTERNATIVES TO VIOLENCE ON THE PALOUSE
407 S WASHINGTON ST 101	MOSCOW	ID	83843	NONE	PC	ABUSE RESPONSE PROGRAM	$25,000
AMAZING FACTS
PO BOX 1058	ROSEVILLE	CA	95678	NONE	PC	W.O.R.D. CENTER	$100,000
ANDREWS UNIVERSITY
8975 OLD 31	BERRIEN SPRINGS	MI	49104	NONE	PC	CAMPUS MINISTRIES, BOLIVIA TAITI CUMI PROJECT, ARCH BUILDING PHASE 2, BEYOND WALLS PROGRAM, AND CLINIC IN A CONTAINER	$270,220
ASAP MINISTRIES
105 S CASS ST	BERRIEN SPRINGS	MI	49103	NONE	PC	EMPOWERING THROUGH EDUCATION AND REACH THE WORLD NEXT DOOR	$150,000
CALIFORNIA COMMUNITY FOUNDATION
221 S FIGUEROA ST STE 400	LOS ANGELES	CA	90012	NONE	PC	JVS JR. DAF	$713,900
CHRYSALIS
14611 BLACKBURN RD	BURTONVILLE	MD	20866	NONE	PC	GENERAL SUPPORT	$78,533
CREATION ILLUSTRATED MAGAZINE
PO BOX 7955	AUBURN	CA	95604	NONE	PC	MAGAZINE DISTRIBUTION	$45,000
EQUALITY NOW
125 MAIDEN LANE 9TH FLOOR	NEW YORK	NY	10038	NONE	PC	GENDER JUSTICE PROJECT	$100,000
EXPONENT PHILANTHROPY
1720 N STREET NW	WASHINGTON	DC	20036	NONE	PC	GENERAL SUPPORT	$10,000
GENERAL CONFERENCE HEALTH MINISTRIES
12501 OLD COLUMBIA PIKE	SILVER SPRING	MD	20904	NONE	PC	HEALTH MINISTRIES	$435,000
GENERAL CONFERENCE SDA
12501 OLD COLUMBIA PIKE	SILVER SPRING	MD	20904	NONE	PC	ASA MOBILE HEALTH	$372,672
HOLBROOK INDIAN SCHOOL
2001 MCLAWS RD	HOLBROOK	AZ	86025	NONE	PC	GENERAL SUPPORT	$100,000
IMPACT HOPE
2500 WILLIAMETT FALLS DR	WEST LINN	OR	97068	NONE	PC	GENERAL SUPPORT	$35,000
INDIANA CONFERENCE OF SDA
15205 WESTFIELD BLVD	CARMEL	IN	46032	NONE	PC	COMPASS HEALTH AND DIABETES PROJECT	$50,000
LIBERTY IN NORTH KOREA
236 E 2ND ST STE 210	LONG BEACH	CA	90802	NONE	PC	BORDER ANGELS FUND	$200,000
LIGHT BEARERS MINISTRY
37457 JASPER LOWELL RD	JASPER	OR	97438	NONE	PC	GENERAL SUPPORT	$1,150,000
MANASSEH'S CHILDREN
1011 SHOTWELL ST	SAN FRANCISCO	CA	94110	NONE	PC	KENYAN MICRO FINANCE PROJECT	$50,000
MICHAEL MINISTRIES- ABIDE COUNSELING
5832 CONNER TRAIL	ORLANDO	FL	32808	NONE	PC	SAFE CHURCH PROJECT	$30,000
NORTH AMERICAN DIVISION OF SDA
12501 OLD COLUMBIA PIKE	SILVER SPRING	MD	20866	NONE	PC	STEWARDS VIDEO PROJECT; OKANAGAN CHRISTIAN SCHOOL; NATIVE HOPE RADIO; WELNESS COACHES; PRISON MINISTRY	$260,000
NORTH PACIFIC UNION CONFERENCE
5709 N 12TH STREET	RIDGEFIELD	WA	98642	NONE	PC	NATIVE NEW LIFE VIDEOS	$50,000
OPERATION PLANET
19924 S SPANGLE CREEK RD	SPANGLE	WA	99031	NONE	PC	GENERAL SUPPORT	$25,000
OPERATION SAFEHOUSE
9685 HAYES ST	RIVERSIDE	CA	92503	NONE	PC	EMERGENCY SHELTER FOR YOUTH	$50,000
RESTORE A CHILD
11212 CHERRY HILL RD	BELTSVILLE	MD	20705	NONE	PC	SOLAR FARM AND GENERAL	$300,000
UPPER COLUMBIA ACADEMY
3025 E SPANGLE-WAVERLY	SPANGLE	WA	99031	NONE	PC	HANDS ON LEARNING	$150,000
WALLA WALLA UNIVERSITY
204 S COLLEGE AVE	COLLEGE PLACE	WA	99324	NONE	PC	HUMANITARIAN ENG.	$1,250,000
WEIMAR INSTITUTE
20601 W PAOLI LN	WEIMAR	CA	95736	NONE	PC	STAFF HOUSING UNIT AND DEPRESSION RECOVERY	$200,000
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	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$8,740,325	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	$4,328,480	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$21,323,343	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Related Or Exempt Function Incm	$342	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$25,651,823	ExclusionAmt
Related Or Exempt Function Incm	$342	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,652,165	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxt	Relationship StatementRelationshipStatementTxt
4	INCOME IS USED FOR TAX EXEMPT PURPOSE.
8	INCOME IS USED FOR TAX EXEMPT PURPOSE.
11	INCOME IS USED FOR TAX EXEMPT PURPOSE.

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WINIFRED L STEVENS MARITAL TRUST A	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5751 UPTAIN RD SUITE 100	AddressLine1Txt
City	CHATTANOOGA	CityNm
State Abbreviation	TN	StateAbbreviationCd
ZIP	37411	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$102,320,849	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	STOCK	NoncashPropertyDesc
Fair Market Value	$81,549,898	FairMarketValueAmt
Received	2018-01-31	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING & BOOKKEEPING	CategoryTxt
Amt	$25,978	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$25,978	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
PRIVATELY HELD STOCK	$81,224,936	$116,072,315
MUTUAL FUNDS- FTSE SOCIAL INDEX INST	$22,583,041	$21,036,227
MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST	$5,291,023	$5,304,641
MUTUAL FUNDS- TOTAL INTERNATIONAL STOCK IX INST	$25,595,961	$21,338,875
MUTUAL FUNDS- TOTAL BOND MKT INDEX INST	$14,613,817	$14,581,529

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$43,408	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$43,408	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS ADJUSTMENT	Desc
Amt	$10,934	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$355	$0	$0	$355
DUES & MEMBERSHIPS	$750	$0	$0	$750
EDUCATION & MEETINGS	$100	$0	$0	$100
INSURANCE	$13,290	$0	$0	$13,290
OFFICE SUPPLIES	$472	$0	$0	$472
TRAVEL AND MEALS	$5,852	$0	$0	$5,852
AMORTIZATION EXPENSE	$4,785	$0	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Revenue And Expenses Per Books	$342	RevenueAndExpensesPerBooksAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES	$59,810	$59,810	$0	$0
IT AND GRANT SERVICES	$66,915	$0	$0	$66,915

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$438	$438	$0	$0
EXCISE TAXES	$141,366	$0	$0	$0