Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WINIFRED STEVENS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2307 S RURAL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEMPE, AZ85282
A Employer identification number

47-5488504
B Telephone number (see instructions)

(301) 761-4433
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$198,365,021J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 3,519 3,519  
4 Dividends and interest from securities... 2,723,259 2,723,259  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -83,763
b Gross sales price for all assets on line 6a 12,889,920
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,643,015 2,726,778  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,000 0   20,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,442 0   2,442
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,549 0   7,549
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
306,743 92,243   214,500
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
68,741 53,741   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 37,702 0   37,702
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,051 0   20,051
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 463,228 145,984   302,244
25 Contributions, gifts, grants paid....... 9,072,728 9,072,728
26 Total expenses and disbursements. Add lines 24 and 25 9,535,956 145,984   9,374,972
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,892,941
b Net investment income (if negative, enter -0-) 2,580,794
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,711,346 65,762 65,762
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   20,000    
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 80,546,224 Click to see attachment
List of Attached Documents:
// Content
80,546,224 		140,955,892
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 56,024,591 Click to see attachment
List of Attached Documents:
// Content
50,797,234 		57,343,367
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 138,302,161 131,409,220 198,365,021
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 138,302,161 131,409,220
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 138,302,161 131,409,220
30 Total liabilities and net assets/fund balances (see instructions). 138,302,161 131,409,220
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
138,302,161
2
Enter amount from Part I, line 27a .....................
2
-6,892,941
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
131,409,220
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
131,409,220
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a IT TREASURY INDEX ADMIRAL      
b IT TREASURY INDEX ADMIRAL      
c ST TREASURY INDEX ADMIRAL      
d TOTAL INTL BOND IX INSTIT      
e ESG US STOCK ETF      
ESG US CORP BD ETF      
ESG INTL STOCK EFT      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,600,837   1,846,424 -245,587
b 655,897   861,574 -205,677
c 1,680,770   1,784,561 -103,791
d 2,614,738   3,010,421 -395,683
e 3,622,657   2,654,746 967,911
399,107   475,406 -76,299
2,315,914   2,340,551 -24,637
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -245,587
b       -205,677
c       -103,791
d       -395,683
e       967,911
      -76,299
      -24,637
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -83,763
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 35,873
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 35,873
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,873
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 39,306
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,306
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,433
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow3,433 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowLINDA SPADY Telephone no.right arrow (301) 761-4433

Located atright arrow2307 S RURAL ROADTEMPEAZ ZIP+4right arrow85282
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LINDA SPADY PRESIDENT
5.00 		0 0 0
2307 S RURAL RD
TEMPE,AZ85282
JEFF SPADY TREASURER
3.00 		7,500 0 0
2307 S RURAL RD
TEMPE,AZ85282
SAVANNAH STEVENS SECRETARY
3.00 		7,500 0 0
2307 S RURAL RD
TEMPE,AZ85282
HEIDI SPADY BOARD MEMBER
2.00 		5,000 0 0
2307 S RURAL RD
TEMPE,AZ85282
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
INTENTIONAL PHILANTHROPY FOUNDATION MANAGEMENT FEES 204,000
3 BETHESDA METRO CENTER SUITE 960
BETHESDA,MD20814
VANGUARD INVESTMENT ADVISORY FEES 92,243
PO BOX 3009
MONROE,WI53566
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
191,190,317
b
Average of monthly cash balances.......................
1b
1,922,573
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
193,112,890
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
193,112,890
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,896,693
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
190,216,197
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
9,510,810
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
9,510,810
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
35,873
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
35,873
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
9,474,937
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
9,474,937
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
9,474,937
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
9,374,972
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
9,374,972
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 9,474,937
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 280,638
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 9,374,972
a Applied to 2022, but not more than line 2a 280,638
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 9,094,334
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		380,603
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADVENTIST COMMUNITY HEALTH CARE

619 S WASHINGTON ST STE 203
MOSCOW,ID83843 		NONE PC HEALTHMOTIVATE DIGITAL 39,645

ADVENTIST DEVELOPMENT AND RELIEF AGENCY INTERNATIONAL

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC TURKIYE-SYRIA EARTHQUAKE SUPPORT 20,000

ADVENTIST HEALTH INTERNATIONAL

11060 ANDERSON ST
LOMA LINDA,CA92350 		NONE PC KENDU ADVENTIST HOSPITAL 50,000

ADVENTIST HEALTH INTERNATIONAL

11060 ANDERSON ST
LOMA LINDA,CA92350 		NONE PC MALAWI CHOLERA OUTBREAK 25,000

ADVENTIST HEALTH INTERNATIONAL

11060 ANDERSON ST
LOMA LINDA,CA92350 		NONE PC BARAKA HOSPITAL IN ABECHE - MEDICAL SERVICES TO SUDANESE REFUGEES 25,000

ADVENTIST HEALTH INTERNATIONAL

11060 ANDERSON ST
LOMA LINDA,CA92350 		NONE PC A CT SCANNER FOR SCHEER MEMORIAL ADVENTIST HOSPITAL IN NEPAL. 50,000

ALBERTA CONFERENCE OF SEVENTH DAY ADVENTIST CHURCH

4017 44 STREET RR2
PONOKA,ALBERTAT4J 1B8
CA 		NONE PC INSPIRE MAMAWI LEADERSHIP DEVELOPMENT (MAMAWI ATOSKETAN NATIVE SCHOOL, PONOKA COUNTY, AB) 20,000

ALBERTA CONFERENCE OF SEVENTH DAY ADVENTIST CHURCH

4017 44 STREET RR2
PONOKA,ALBERTAT4J 1B8
CA 		NONE PC MAMAWI ATOSKETAN- FOOD PROGRAM 25,000

ALBERTA CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH

5816 HWY 2A L
LACOMBE,ALBERTAT4L 2G5
CA 		NONE PC APPLICATION FOR FUNDING TO BUILD MAMAWI ATOSKETAN CENTRE IN MASKWACIS, ALBERTA 71,250

ALTERNATIVES TO VIOLENCE ON THE PALOUSE

PO BOX 37
PULLMAN WA,WA99163 		NONE PC LATAH COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT SERVICES PROGRAM 25,000

AMOS HEALTH AND HOPE

3088 HABERLEIN RD
GIBSONIA,PA15044 		NONE PC EXPANSION / STRENGTHENING COMMUNITY-LED FAMILY PLANNING IN RURAL AREAS OF MATAGALPA AND RACCS 30,000

ANDEAN HEALTH AND DEVELOPMENT

3902 MILWAUKEE STREET 7702
MADISON,WI53707 		NONE PC TRAINING TOMORROWS RURAL HEALTH CARE LEADERS IN ECUADOR 75,000

ANDREWS UNIVERSITY

GRIGGS HALL B ROOM 213 8903 US HWY
31
BERRIEN SPRINGS,MI49104 		NONE PC INST. FOR THE PREVENTION OF ADDICTIONS RESEARCH PROJECT (ACCT 211880) 5,000

ANDREWS UNIVERSITY

GRIGGS HALL B ROOM 213 8903 US HWY
31
BERRIEN SPRINGS,MI49104 		NONE PC STUDENT EVANGELISM IN THE MIDDLE EAST 30,000

ANIMAL LEGAL DEFENSE FUND

525 EAST COTATI AVENUE COTATI CA
94931
COTATI,CA94931 		NONE PC USING STRATEGIC LITIGATION TO HOLD FACTORY FARMS TO ACCOUNT 80,000

ASAP MINISTRIES INC

PO BOX 84
BERRIEN SPRINGS,MI49103 		NONE PC EDUCATION INITIATIVES FOR THE MARGINALIZED IN MYANMAR AND THE WEST BORDER REGION OF THAILAND 130,000

ASAP MINISTRIES INC

PO BOX 84
BERRIEN SPRINGS,MI49103 		NONE PC GROWING SAFE 13,000

ATHENS GEORGIA SEVENTH-DAY ADVENTIST CHURCH

429 EPPS BRIDGE PARKWAY
ATHENS,GA30606 		NONE PC ADVENTIST CHRISTIAN FELLOWSHIP (ACF) - CAMPUS MINISTER YEAR-LONG FUNDING 20,000

AUBURN ADVENTIST ACADEMY

5000 AUBURN WAY SOUTH
AUBURN,WA98092 		NONE PC MENTAL HEALTH / COUNSELING PROGRAM 65,000

AUBURN ADVENTIST ACADEMY

5000 AUBURN WAY SOUTH
AUBURN,WA98092 		NONE PC SUPPORT FOR UKRAINIAN REFUGEE STUDENTS 20,000

AUBURN ADVENTIST ACADEMY

5000 AUBURN WAY SOUTH
AUBURN,WA98092 		NONE PC HILLSIDE BAKERY 20,000

BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE

2155 CHICAGO AVENUE SUITE 100
RIVERSIDE,CA92507 		NONE PC THE ROAD TO SUCCESS: STRONG CONNECTIONS FOR YOUTH THROUGH ONE-TO-ONE MENTORING 75,000

CALIFORNIA COMMUNITY FOUNDATION

221 S FIGUERO ST STE 400
LOS ANGELES,CA90012 		NONE PC CALIFORNIA COMMUNITY FOUNDATION - JOHN STEVENS DAF ACCOUNT 1,860,000

CENTER FOR DISASTER PHILANTHROPY INC

ONE THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		NONE PC HAWAII WILDFIRE RECOVERY FUND 25,000

CENTER FOR DISASTER PHILANTHROPY INC

ONE THOMAS CIRCLE NW SUITE 700
WASHINGTON,DC20005 		NONE PC TORNADO RECOVERY FUND 25,000

CREATION ILLUSTRATED MINISTRIES INC

PO BOX 141103
SPOKANE VALLEY,WA99214 		NONE PC CREATION ILLUSTRATED SUBSCRIPTIONS AND UNIT STUDIES TO SDA TEACHERS AND SCHOOLS IN THE NAD 30,000

CREATION ILLUSTRATED MINISTRIES INC

PO BOX 141103
SPOKANE VALLEY,WA99214 		NONE PC RESCUING PRISON INMATES THROUGH THE TRANSFORMATIONAL POWER OF CREATION 30,000

DINE ADVENTIST RADIO

P O BOX 12340
SCOTTSDALE,AZ85267 		NONE PC DINE ADVENTIST RADIO 11,500

EQUALITY NOW INC

CHURCH STREET STATION PO BOX 7160
NEW YORK,NY10008 		NONE PC ENDING SEXUAL VIOLENCE IN SOUTH ASIA (2023-24) 145,000

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY14891 		NONE PC FARM SANCTUARY GENERAL OPERATING SUPPORT 50,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN ST 2ND FLR
LONGMONT,CO80501 		NONE PC OPPORTUNITY FUND 25,000

FIRST NATIONS DEVELOPMENT INSTITUTE

2432 MAIN ST 2ND FLR
LONGMONT,CO80501 		NONE PC STEWARDING NATIVE LANDS 60,000

FRIENDS OF THE EARTH

1101 15TH STREET 11TH FLOOR
WASHINGTON,DC20005 		NONE PC SAVE THE BEES 50,000

FRIENDS OF THE EARTH

1101 15TH STREET 11TH FLOOR
WASHINGTON,DC20005 		NONE PC HEALTHY, CLIMATE FRIENDLY SCHOOL FOOD 40,000

FRIENDS OF THE EARTH

1101 15TH STREET 11TH FLOOR
WASHINGTON,DC20005 		NONE PC LAND GRABS, FORESTS, AND FINANCE 40,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC ELLEN G. WHITE ESTATE 100,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC WATER PROJECT ISHAKA ADVENTIST HOSPITAL 50,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC LAHAINA SEVENTH-DAY ADVENTIST CHURCH FOR MAUI WILDFIRE RELIEF 50,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC ALBANIA KINDERGARTEN; CROATIA MARUSEVE SCHOOL; SERBIA HEALTH FOR SENIORS;SLOVENIA MOBILE HEALTH VAN. 100,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC PHARMACEUTICAL CREDIT FUND 70,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC CHINESE UNION MISSION PASTORAL TRAINING 103,333

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC SCHOOL AND HEALTH MINISTRY, SAN RAMON/BOLIVIA 45,000

GENERAL CONFERENCE CORPORATION OF SEVENTH DAY ADVENTISTS

12502 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC MISSION UNUSUAL TOKYO 54,000

GENERAL CONFERENCE HEALTH MINISTRIES

12501 OLD COLUMBIA PIKE
SILVER SPRING,MD20904 		NONE PC ISHAKA HOSPITAL HEALTH EDUCATION BUILDING/BLOCK 200,000

GEORGIA CUMBERLAND CONFERENCE OF SEVENTH-DAY ADVENTISTS

1918 TERRACE AVE
KNOXVILLE,TN37916 		NONE PC ADVENT HOUSE - ASSISTANT CAMPUS MINISTER SUPPORT AND ROOM/BATHROOM RENOVATIONS 25,000

GEORGIA-CUMBERLAND ACADEMY

397 ACADEMY DRIVE SW CALHOUN GA
30701
CALHOUN GA,GA30701 		NONE PC GCA'S CENTER FOR STUDENT SUCCESS AND WELLNESS 100,000

GEORGIA-CUMBERLAND ACADEMY

397 ACADEMY DRIVE SW
CALHOUN GA,GA30701 		NONE PC NAD EDUCATION CONVENTION 4,000

GROUNDSWELL INTERNATIONAL INC

712 H STREET NE SUITE 1355
WASHINGTON,DC20002 		NONE PC INTERNATIONAL SUSTAINABLE FARMING 40,000

GULF STATES CONFERENCE OF SDA

10633 ATLANTA HWY
MONTGOMERY,AL36117 		NONE PC TUPELO FIRST SEVENTH DAY ADVENTIST CHURCH AND GRACE SPACE COMMUNITY ENRICHMENT CENTER 350,000

HIGHLAND ACADEMY

211 HIGHLAND CIRCLE DRIVE
PORTLAND,TN37148 		NONE PC HIGHLAND ACADEMY COUNSELING CENTER 72,000

HIGHLAND ACADEMY

211 HIGHLAND CIRCLE DRIVE
PORTLAND,TN37148 		NONE PC NAD EDUCATION CONVENTION 3,000

HOLBROOK INDIAN SCHOOL

2001 MCLAWS ROAD
HOLBROOK,AZ86025 		NONE PC MAPS INITIATIVE AT HOLBROOK INDIAN SCHOOL 105,000

HOLBROOK INDIAN SCHOOL

2001 MCLAWS ROAD
HOLBROOK,AZ86025 		NONE PC NAD EDUCATION CONVENTION 3,000

HOLBROOK INDIAN SCHOOL

2001 MCLAWS ROAD
HOLBROOK,AZ86025 		NONE PC STUDENT LIFE CENTER CAPITAL CAMPAIGN 100,000

HOUSE OF RUTH

PO BOX 459
CLAREMONT,CA91711 		NONE PC HOUSE OF RUTH PREVENTION EDUCATION PROGRAM 75,000

IMPACT HOPE

PO BOX 632
WEST LINN,OR97068 		NONE PC 2523 VOCATIONAL TRAINING PROGRAM AND SOCIO-ECONOMIC EMPOWERMENT 75,000

INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS

PO BOX 5000
WESTFIELD,IN46074 		NONE PC TIMELESS HEALING INSIGHTS PARTIAL SPONSORSHIP REQUEST FOR DIRECTOR 72,000

INDIANA CONFERENCE OF SEVENTH-DAY ADVENTISTS

PO BOX 5000
WESTFIELD,IN46074 		NONE PC AMERICAN INDIAN AND ALASKA NATIVE LIVING RADIO 25,000

INTERNATIONAL LEADERSHIP FOUNDATION FOR ADVENTIST COLLEGE AND UNIVERSITIES

2915 PLAYER LN
TUSIN,CA92782 		NONE PC SCHOLARSHIP FOR EVANGELISM AND MINISTRY (SHIN KEI-HOON MEMORIAL SCHOLARSHIP) 140,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		NONE PC UKRAINE SUPPORT 25,000

INTERNATIONAL RESCUE COMMITTEE INC

PO BOX 6068
ALBERT LEA,MN56007 		NONE PC SYRIA EARTHQUAKE 25,000

LIBERTY IN NORTH KOREA

236 E 3RD ST STE 210
LONG BEACH,CA90802 		NONE PC RESCUE + RESETTLEMENT FUND 250,000

LIVING FREE

PO BOX 5
MOUNTAIN CENTER,CA92561 		NONE PC LIVING FREE OPERATIONS 60,000

LOUD CRY MEDIA

3148 HWY 217
TIVERTON,NOVA SCOTIABOV 1G0
CA 		NONE PC INDIGENOUS HOPE RADIO 20,000

MANASSEHS CHILDREN

PO BOX 68
WASHINGTON,CA95986 		NONE PC MANASSEHS CHILDREN- EMPOWERMENT TRANSFORMATION TRAINING (ETT) 100,000

MANITOBA-SASKATCHEWAN CONFERENCE

1004 VICTORIA AVENUE
SASKATOON,SASKATOONS7N 0Z8
CA 		NONE PC UBLAAHATKUT (MEANING: GOOD MORNING IN INUKTITUT, THE OFFICIAL LANGUAGE OF NUNAVUT, CANADA) 20,000

MICHIGAN CONFERENCE OF SEVENTH-DAY ADVENTISTS

5801 W MICHIGAN AVE
LANSING,MI48917 		NONE PC CENTER FOR ADVENTIST MINISTRY TO PUBLIC UNIVERSITY STUDENTS -- CAMPUS WINIFRED STEVENS FOUNDATION FELLOWS 20,000

MOUNT ELLIS ACADEMY MONTANA CONFERENCE OF SEVENTH-DAY ADVENTISTS

3570 ACADEMY DR
BOZEMAN,MT59715 		NONE PC MEA TRADE SCHOOL INITIATIVE 50,000

MOUNT PISGAH ACADEMY

75 ACADEMY DRIVE
CANDLER,NC28715 		NONE PC NAD EDUCATION CONVENTION 2,000

MOUNT PISGAH ACADEMY

75 ACADEMY DRIVE
CANDLER,NC28715 		NONE PC MOUNT PISGAH ACADEMY MENTAL HEALTH PROGRAM 65,000

NEVADA-UTAH CONFERENCE OF SEVENTH DAY ADVENTIST - KAYENTA MISSION

10475 DOUBLE R BLVD
RENO,NV89521 		NONE PC SEEDS FOR LIFE COMMUNITY GARDEN AND GREENHOUSE 20,000

NORTH AMERICAN DIVISION ADULT MINISTRIES -PRISON SECTOR

9705 PATUXENT WOODS DRIVE
COLUMBIA,MD21046 		NONE PC PRISON MINISTRY OUTREACH GRANT 85,000

NORTH AMERICAN DIVISION OF SEVENTH- DAY ADVENTISTS - CC INDIGENOUS MINISTRI

9705 PATUXENT WOODS DR
COLUMBIA,MD21046 		NONE PC INDIGENOUS ONLINE HEALTH TRAINING (PREVIOUSLY FIRST NATIONS ADVENTIST TRAINING) 50,000

NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS

5709 N 20TH ST
RIDGEFIELD,WA98642 		NONE PC NATIVE NEW LIFE MATCHING GRANT 25,000

NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS

5709 N 20TH ST
RIDGEFIELD,WA98642 		NONE PC NATIVE NEW LIFE 50,000

NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS

5709 N 20TH ST
RIDGEFIELD,WA98642 		NONE PC NPUC ACF ESTABLISHMENT 50,000

NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS

5709 N 20TH ST
RIDGEFIELD,WA98642 		NONE PC BETHEL CHURCH RENOVATION PROJECT 20,000

NORTH PACIFIC UNION CONFERENCE OF SEVENTH DAY ADVENTISTS

5709 N 20TH ST
RIDGEFIELD,WA98642 		NONE PC DISCIPLETREK 76,000

OAKWOOD UNIVERSITY

7000 ADVENTIST BLVD NW
HUNTSVILLE,AL35896 		NONE PC THE NEW MUSIC BUILDING 100,000

OCEAN CONSERVANCY

1300 19TH ST NW 8TH FLOOR
WASHINGTON DC,WA20036 		NONE PC OCEAN CONSERVANCY OCEAN PLASTICS PROGRAM 60,000

OKANAGAN CHRISTIAN SCHOOL

1035 HOLLYWOOD RD SOUTH
KELOWNA,BRITISH COLUMBIAV1X 4N3
CA 		NONE PC OKANAGAN CHRISTIAN SCHOOL - GROWZONE, SCIENCE LAB AND SMARTBOARD UPGRADE 125,000

ON THE GROUND INTERNATIONAL (FORMER FISCAL SPONSOR MISSION CREEK OUTREACH S

751 GRANDVIEW AVE
COLLEGE PLACE,WA99324 		NONE PC ON THE GROUND INTERNATIONAL 40,000

ONTARIO CONFERENCE OF THE SEVENTH-DAY ADVENTIST CHURCH

1110 KING ST EAST
OSHAWA,ONTARIOL1H 1H8
CA 		NONE PC ACF ONTARIO - GROWING ACF CAMPUS MINISTRIES IN ONTARIO 20,000

OPERATION SAFE HOUSE INC

9685 HAYES STREET
RIVERSIDE,CA92503 		NONE PC OPERATION SAFEHOUSE 125,000

PALOUSE HILLS CHRISTIAN SCHOOL

3148 TOMER ROAD
MOSCOW,ID83843 		NONE PC GENERAL OPERATION 20,000

PINE FORGE ACADEMY

361 PINE FORGE RD
PINE FORGE,PA19548 		NONE PC CONTINUING SUPPORT OF THE PFA STUDENT SUCCESS CENTER (PFASSC) 150,000

PROJECT STEPS TO CHRIST

302 FOSTER ROAD
FORT COVINGTON,NY12397 		NONE PC PROJECT: STEPS TO CHRIST (PSTC) -THE GOSPEL TO EVERY DOOR 50,000

REAL LIFE CHURCH GOSHEN CAMPUS

33988 C ST
EUGENE,OR97405 		NONE PC REAL LIFE CHURCH HEATING AND COOLING BUILDING PROJECT 20,000

RESTORE A CHILD INC

9672 SANDPIPER LANE
WEST PALM BEACH,FL33411 		NONE PC UKRAINE WAR: REFUGEE FAMILIES, CHILDREN, AND MEDICAL CARE 40,000

RESTORE A CHILD INC

9672 SANDPIPER LANE
WEST PALM BEACH,FL33411 		NONE PC MAASAI: COMPLETING THE MODEL VILLAGE IN LONGIDO WITH THE ORIGINAL PLAN 75,000

RESTORE A CHILD INC

9672 SANDPIPER LANE
WEST PALM BEACH,FL33411 		NONE PC OPERATIONS 35,000

RIVER VALLEY ORGANIZING

506 WALNUT ST
EAST LIVERPOOL,OH43920 		NONE PC EAST PALESTINE OHIO RECOVERY 25,000

SEA SHEPHERD

PO BOX 8628
ALEXANDRIA,VA22306 		NONE PC ANTI-POACHING IN PANAMASAFEGUARDING BIODIVERSITY IN CMAR 100,000

SEA SHEPHERD

PO BOX 8628
ALEXANDRIA,VA22306 		NONE PC OPERATION MILAGRO X 50,000

SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE)

BOX 1300
SUMAS,WA98295 		NONE PC DECOLONIZE: INDIGENOUS HOLISTIC WELLNESS CONFERENCE 22,000

SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE)

BOX 1300
SUMAS,WA98295 		NONE PC BETTER LIVING CENTER FIRST NATION (INDIGENOUS) HEALTH AND WELLNESS 15,000

SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE)

BOX 1300
SUMAS,WA98295 		NONE PC INDIGENOUS MINISTRIES TRAINING & EDUCATION 35,000

SEVENTH-DAY ADVENTIST CHURCH (BRITISH COLUMBIA CONFERENCE)

BOX 1300
SUMAS,WA98295 		NONE PC GARDEN BOX SOIL DELIVERY 19,000

SHENANDOAH VALLEY ACADEMY

234 WEST LEE HWY
NEW MARKET,VA22844 		NONE PC NAD EDUCATION CONVENTION 3,000

SHENANDOAH VALLEY ACADEMY

235 WEST LEE HWY
NEW MARKET,VA22844 		NONE PC SVA DREAM MANAGEMENT 100,000

SICANGU COMMUNITY DEVELOPMENT CORPORATION

27565 RESEARCH PARK DRIVE
MISSION,SD57555 		NONE PC CULTIVATING FOOD SOVEREIGNTY IN THE SIAU MAKOCE 30,000

SOUTHCENTRAL FOUNDATION

4501 DIPLOMACY DRIVE
ANCHORAGE,AK99508 		NONE PC FAMILY WELLNESS WARRIORS TRAINING SUPPORT 30,000

SOUTHWESTERN UNION CONFERENCE OF SEVENTH-DAY ADVENTIST CHURCH

777 S BURLESON BLVD
BURLESON,TX76028 		NONE PC PUBLIC CAMPUS MINISTRIES 25,000

SPRINGFIELD SEVENTH DAY ADVENTIST CHURCH

PO BOX 17
SPRINGFIELD,OR97477 		NONE PC CELEBRATE RECOVERY 8,000

SPRINGFIELD SEVENTH DAY ADVENTIST CHURCH

PO BOX 17
SPRINGFIELD,OR97477 		NONE PC CELEBRATE RECOVERY AT SPRINGFIELD ADVENTIST CHURCH 100,000

TEXAS CONFERENCE OF SEVENTH-DAY ADVENTISTS

1211 W HWY 67
ALVARADO,TX76009 		NONE PC PUBLIC CAMPUS MINISTRIES - A TASK-FORCE WORKER. 10,000

TROY-DEARY ADVENTIST COMMUNITY SERVICES

PO BOX 383
TROY,ID83871 		NONE PC TROY THRIFT STORE, FOODBANK, AND MENTAL HEALTH EXPANSION 100,000

TROY-DEARY ADVENTIST COMMUNITY SERVICES

PO BOX 383
TROY,ID83871 		NONE PC BUILDING FUND 5,000

UNIVERSITY OF ARIZONA FOUNDATION FBO WEIL CENTER FOR INTEGRATIVE MEDICINE

1111 N CHERRY AVE
TUCSON,AZ85721 		NONE PC EXPANDING INTEGRATIVE MEDICINE IN RESIDENCY THE EMERGENCY MEDICINE PILOT PROGRAM 50,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		NONE PC NAD EDUCATION CONVENTION 2,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		NONE PC UCA 2023 WELLNESS CENTER 30,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		NONE PC UCA 2023 WATER TOWER REPLACEMENT PROJECT 80,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		NONE PC THE WATER TOWER 65,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		NONE PC UCA 2023 FARM PROJECT 70,000

UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS

3715 S GROVE RD
SPOKANE,WA99224 		NONE PC UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE 150,000

UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS

3715 S GROVE RD
SPOKANE,WA99224 		NONE PC UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE 150,000

UPPER COLUMBIA CONFERENCE OF SEVENTH-DAY ADVENTISTS

3715 S GROVE RD
SPOKANE,WA99224 		NONE PC UPPER COLUMBIA CONFERENCE SERVE ONE MORE INITIATIVE 80,000

WALLA WALLA COMMUNITY HOSPICE

1067 E ISAACS AVE
WALLA WALLA,WA99362 		NONE PC LIAISON & COMMUNITY OUTREACH PROGRAM 25,000

WALLA WALLA UNIVERSITY

204 S COLLEGE AVE
COLLEGE PLACE,WA99324 		NONE PC CENTER FOR HUMANITARIAN ENGAGEMENT (CHE) AT WWU 150,000

WASHINGTON ADVENTIST UNIVERSITY

7600 FLOWER AVE
TAKOMA PARK,MD20912 		NONE PC A PARTNERSHIP TO SOLVE THE SEVENTH-DAY ADVENTIST TEACHER CRISIS 50,000

WASHINGTON CONFERENCE OF THE SEVENTH DAY ADVENTISTS

32229 WEYERHAEUSER WAY S
FEDERAL WAY,WA98001 		NONE PC ADVENT COLLEGIATE SEATTLE - LAUNCH 50,000

WASHINGTON CONFERENCE OF THE SEVENTH DAY ADVENTISTS

32229 WEYERHAEUSER WAY S
FEDERAL WAY,WA98001 		NONE PC NAD EDUCATION CONVENTION 4,000

WHITESIDE MANOR

2743 ORANGE STREET
RIVERSIDE,CA92501 		NONE PC WHITESIDE MANOR TRANSITIONAL LIVING AND SUPPORTIVE SERVICES 100,000

WHYHUNGER

505 8TH AVE SUITE 2100
NEW YORK,NY10018 		NONE PC CONTINUED SUPPORT FOR SUSTAINABLE AGRICULTURE AND AGROECOLOGY IN THE U.S. AND GLOBALLY 100,000

WILDLIFE CONSERVATION NETWORK

209 MISSISSIPPI STREET
SAN FRANCISCO,CA94107 		NONE PC WCN GENERAL OPERATING AND SCHOLARSHIP PROGRAM SUPPORT 100,000
Total .................................right arrow 3a 9,072,728
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 3,519  
4 Dividends and interest from securities ....     14 2,723,259  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -83,763  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,643,015 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,643,015
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 7,549 0   7,549

TY 2023 InvestmentsCorpStockSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Name of Stock End of Year Book Value End of Year Fair Market Value
PRIVATELY HELD STOCK 80,546,224 140,955,892

TY 2023 InvestmentsOtherSchedule2
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS - ESG US STOCK ETF AT COST 13,757,503 20,438,864
MUTUAL FUNDS - ESG US CORP BD EFT AT COST 7,096,570 6,248,836
MUTUAL FUNDS - ESG INTL STOCK ETF AT COST 19,191,842 19,997,123
MUTUAL FUNDS - IT TREASURY INDEX ADMIRAL AT COST 2,524,965 2,518,243
MUTUAL FUNDS - LT TREASURY INDEX ADMIRAL AT COST 1,213,448 1,149,037
MUTUAL FUNDS - ST TREASURY INDEX ADMIRAL AT COST 2,460,255 2,467,748
MUTUAL FUNDS- TOTAL INTERNATIONAL BOND IX INST AT COST 4,552,651 4,523,516

TY 2023 LegalFeesSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 2,442 0   2,442


TY 2023 OtherExpensesSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 77 0   77
INSURANCE 18,133 0   18,133
OFFICE EXPENSES 1,841 0   1,841


TY 2023 OtherProfessionalFeesSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 92,243 92,243   0
FOUNDATION MANAGEMENT FEES 204,000 0   204,000
GRANT MAKING ADVISORY COMMITTEE 10,500 0   10,500


TY 2023 TaxesSchedule
Name:
WINIFRED STEVENS FOUNDATION
EIN:
47-5488504
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 53,741 53,741   0
EXCISE TAXES 15,000 0   0