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
VISTA HERMOSA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3713 EAST A ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PASCO, WA99301
A Employer identification number

91-1491438
B Telephone number (see instructions)

(509) 546-5999
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$167,260,243J 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 1,220 1,220  
4 Dividends and interest from securities... 3,019,918 3,185,248  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,872,277
b Gross sales price for all assets on line 6a 17,379,599
7 Capital gain net income (from Part IV, line 2)... 3,573,625
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)....... Click to see attachment
List of Attached Documents:
// Content
92,324 -5,927 92,324
12 Total. Add lines 1 through 11........ 6,985,739 6,754,166 92,324
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 51,585 0 0 51,585
14 Other employee salaries and wages...... 1,296,046 0 92,324 1,203,722
15 Pension plans, employee benefits....... 378,485 0 0 394,678
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,179 0 0 14,179
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,666 1,467 0 13,199
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
490,269 486,837 0 3,609
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
210,489 12,537 0 125,922
19 Depreciation (attach schedule) and depletion... 10,530 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 52,054 0 0 52,054
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
333,241 169,404 0 325,914
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,851,544 670,245 92,324 2,184,862
25 Contributions, gifts, grants paid....... 5,721,500 5,721,500
26 Total expenses and disbursements. Add lines 24 and 25 8,573,044 670,245 92,324 7,906,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,587,305
b Net investment income (if negative, enter -0-) 6,083,921
c Adjusted net income (if negative, enter -0-)... 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............. 1,001,331 1,157,269 1,157,269
2 Savings and temporary cash investments......... 370,137 130,631 130,631
3 Accounts receivable right arrow101,987
Less: allowance for doubtful accounts right arrow   138,708 101,987 101,987
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.......... 122,978 174,216 174,216
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 132,945,620 Click to see attachment
List of Attached Documents:
// Content
147,985,110 		147,985,110
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow113,089
Less: accumulated depreciation (attach schedule) right arrow85,548 31,750 Click to see attachment
List of Attached Documents:
// Content
27,541 		27,541
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 15,025,280 Click to see attachment
List of Attached Documents:
// Content
15,140,913 		17,583,489
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100,000 		Click to see attachment
List of Attached Documents:
// Content
100,000 		Click to see attachment
List of Attached Documents:
// Content
100,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 149,735,804 164,817,667 167,260,243
Liabilities 17 Accounts payable and accrued expenses.......... 41,794 849
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)......... 41,794 849
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 149,694,010 164,816,818
29 Total net assets or fund balances (see instructions)..... 149,694,010 164,816,818
30 Total liabilities and net assets/fund balances (see instructions). 149,735,804 164,817,667
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
149,694,010
2
Enter amount from Part I, line 27a .....................
2
-1,587,305
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,710,113
4
Add lines 1, 2, and 3 ..........................
4
164,816,818
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
164,816,818
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 PUBLICLY TRADED SECURITIES - FIDELITY ST      
b PUBLICLY TRADED SECURITIES - FIDELITY LT      
c PUBLICLY TRADED SECURITIES - FIDELITY ST      
d PUBLICLY TRADED SECURITIES - FIDELITY LT      
e PUBLICLY TRADED SECURITIES - FIDELITY LT      
PUBLICLY TRADED SECURITIES - FIDELITY LT      
SALE OF ASSET P    
K-1 - FUNDSMITH P    
K-1 - GLOBAL ACCESS PARTNERSHIP P    
K-1 IMPACT WORLD EQUITY P    
K-1 - FUNDSMITH P    
K-1 - GLOBAL ACCESS PARTNERSHIP P    
K-1 IMPACT WORLD EQUITY P    
PUBLICLY TRADED SECURITIES - US BANK WEALTH      
PUBLICLY TRADED SECURITIES - US BANK WEALTH      
PUBLICLY TRADED SECURITIES - US BANK WEALTH - ST CAPITAL GAIN DISTRIBUTIONS      
PUBLICLY TRADED SECURITIES - US BANK WEALTH - LT CAPITAL GAIN DISTRIBUTIONS      
PUBLICLY TRADED SECURITIES - FIDELITY - ST CAPITAL GAIN      
PUBLICLY TRADED SECURITIES - FIDELITY - LT CAPITAL GAIN      
(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 1,861,438   1,809,646 51,792
b 6,174,403   4,685,486 1,488,917
c 321,589   325,016 -3,427
d 872,707   917,965 -45,258
e 3,716,155   3,934,182 -218,027
2,007,335   1,835,027 172,308
1,074     1,074
    29,267 -29,267
    2,172 -2,172
    11,287 -11,287
    129,082 -129,082
    10,284 -10,284
    116,560 -116,560
920,478     920,478
1,086,911     1,086,911
14,670     14,670
352,376     352,376
2,621     2,621
47,842     47,842
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       51,792
b       1,488,917
c       -3,427
d       -45,258
e       -218,027
      172,308
      1,074
      -29,267
      -2,172
      -11,287
      -129,082
      -10,284
      -116,560
      920,478
      1,086,911
      14,670
      352,376
      2,621
      47,842
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 3,573,625
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 84,567
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 84,567
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 84,567
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 221,075
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.............. 7 221,075
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 136,508
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow136,508 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowWA
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BROETJEFAMILYTRUST.ORG
14
The books are in care ofright arrowSHELLY BROETJE Telephone no.right arrow (509) 546-5999

Located atright arrow3713 EAST A STPASCOWA ZIP+4right arrow99301
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
 
No
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
 
 
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)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
CHERYL BROETJE PRESIDENT
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
RALPH BROETJE TREASURER
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
SUZANNE BROETJE CHAIR
5.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
ROGER BAIRSTOW BOARD MEMBER
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
SHAUN BROETJE BOARD MEMBER
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
TYLER BROETJE BOARD MEMBER
40.00 		51,585 9,315 0
3713 EAST A STREET
PASCO,WA99301
CALLIE SIMS VICE PRESIDENT/SECRETARY
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
OMAR ESCALERA BOARD MEMBER
2.00 		0 0 0
3713 EAST A STREET
PASCO,WA99301
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
SUSAN H DOBKINS DIRECTOR
40.00 		132,438 26,132 0
3713 EAST A ST
PASCO,WA99301
DARILYN D HACKETT PRINCIPAL
40.00 		86,953 17,993 0
3713 EAST A ST
PASCO,WA99301
JOSEPH AKURE PROGRAM OFFICER
40.00 		76,979 10,348 0
3713 EAST A ST
PASCO,WA99301
LORNA SEADORE TEACHER
40.00 		63,804 16,245 0
3713 EAST A ST
PASCO,WA99301
SHELLY BROETJE FINANCE & ADMIN MANA
36.00 		64,806 9,913 0
3713 EAST A ST
PASCO,WA99301
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
US BANK WEALTH MANAGEMENT INVESTMENT ADVISORY AND MANAGEMENT AND TRUST SERVICES 299,682
1305 FOWLER STREET SUITE 107
RICHLAND,WA99352
FIDELITY BROKERAGE SERVICES INVESTMENT ADVISORY AND MANAGEMENT SERVICES 187,155
PO BOX 28019
ALBUQUERQUE,NM871258019
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 VISTA HERMOSA OPERATES NUEVA ESPERANZA LEADERSHIP ACADEMY (NELA), A PRIVATE, CHRISTIAN SCHOOL FOR GRADES K-8. NELA OFFERS A SMALL, SAFE, AND LOVING ENVIRONMENT DESIGNED FOR STUDENTS TO DISCOVER THEIR PASSION AS THEY GROW PERSONALLY AND ACADEMICALLY. BUILDING ON SERVANT LEADERSHIP PRINCIPLES, COUPLED WITH TRAUMA INFORMED PRACTICES, THE SCHOOL'S SPIRITUAL FOUNDATION FOSTERS A CULTURE IN WHICH STUDENTS ARE GIVEN MANY OPPORTUNITIES TO USE THEIR GIFTS TO HONOR AND SERVE THEIR COMMUNITY AND CONNECT WITH THE WORLD AROUND THEM. 1,181,467
2 VISTA HERMOSA PROVIDES SUPPORT TO OTHER 501(C)(3) ORGANIZATIONS IN THE COMMUNITY, THROUGH LABOR SHARING AND ADMINSTRATIVE SUPPORT. 592,124
3 VISTA HERMOSA SEEKS TO ACCOMPANY IMMIGRANT COMMUNITIES IN THE TRI-CITIES, WASHINGTON, REGION TO REAFFIRM IDENTITY, LIFT UP DIVERSE VOICES, AND WORK IN UNISON FOR THE WELLBEING AND DEVELOPMENT OF THE COMMUNITY. THE PROGRAM ENDED AT THE END OF OCTOBER 2023. 106,509
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
141,231,991
b
Average of monthly cash balances.......................
1b
1,633,821
c
Fair market value of all other assets (see instructions)................
1c
14,957,946
d
Total (add lines 1a, b, and c).........................
1d
157,823,758
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
157,823,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,367,356
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
155,456,402
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,772,820
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
7,772,820
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
84,567
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
84,567
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,688,253
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,688,253
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
7,688,253
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
7,906,362
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
6,320
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
7,912,682
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 7,688,253
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
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...... 7,474,735
d From 2021...... 1,304,836
e From 2022......  
f Total of lines 3a through e ........ 8,779,571
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,912,682
a Applied to 2022, but not more than line 2a 0
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..... 7,688,253
e Remaining amount distributed out of corpus 224,429
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 9,004,000
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 .......... 		0
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 ...... 		9,004,000
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 7,474,735
c Excess from 2021.... 1,304,836
d Excess from 2022....  
e Excess from 2023.... 224,429
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).)
CHERYL BROETJE
RALPH BROETJE
SUZANNE BROETJE
ROGER BAIRSTOW
SHAUN BROETJE
TYLER BROETJE
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 e-mail address of the person to whom applications should be addressed:
SUSAN DOBKINS
3713 EAST A STREET
PASCO,WA99301
(509) 546-5999
bThe form in which applications should be submitted and information and materials they should include:
THE REQUEST SHOULD CONTAIN INFORMATION REQUESTED BY THE FOUNDATION AND DEEMED PERTINENT BY THE APPLICANT.
cAny submission deadlines:
THERE ARE CURRENTLY FIVE GRANT CYCLES PER YEAR, WITH SUBMISSION DEADLINES OF 2/1, 4/1, 8/1 AND 10/1.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
FUNDS WILL ONLY BE USED FOR THE PURPOSES ALLOWED BY THE IRS AND OTHER GOVERNMENT AGENCIES RELATED TO THE GRANTS FROM PRIVATE FOUNDATIONS. IN PARTICULAR, NO FUNDS WILL BE USED FOR LOBBYING PURPOSES OR AID IN THE ELECTION OF PUBLIC OFFICIALS.
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

AGRICULTURE AND FORESTRY EDUCATION FOUNDATION

2702 W SUNSET BLVD SUITE B
SPOKANE,WA99224 		  PC DONATION, FAMILY GIVING 2,500

AMERICAN BIBLE SOCIETY

101 N INDEPENDENCE MALL E FL 8
PHILADELPHIA,PA19106 		  PC BIBLE SOCIETY KENYA EMBU EMPOWERMENT PROJECT 50,000

AMEXTRA INC

701 N RANDALL RD
AURORA,IL60506 		  PC MEXICO CONVENING REIMBURSEMENTS AND ADMIN FEES 12,000

AMEXTRA INC

701 N RANDALL RD
AURORA,IL60506 		  PC CAMBIANDO VIDAS, TRANSFORMANDO COMUNIDADES EN GUERRERO 96,627

AMEXTRA INC

702 N RANDALL RD
AURORA,IL60507 		  PC CAMBIANDO VIDAS, TRANSFORMANDO COMUNIDADES EN OCOSINGO, CHIAPAS 84,662

BEYOND BORDERS

PO BOX 2132
NORRISTOWN,PA19404 		  PC MODEL COMMUNITY LA GONAVE 150,000

THE BOSTON FOUNDATION

75 ARLINGTON ST 7TH FL
BOSTON,MA02116 		  PC ENABLING COMMUNITY AGRICULTURAL RODUCTION IN CAMP PERRIN 110,000

THE BOSTON FOUNDATION

75 ARLINGTON ST 7TH FL
BOSTON,MA02116 		  PC SUPPORT TO THE RICE SECTOR IN MANICHE 82,500

THE BOSTON FOUNDATION

75 ARLINGTON ST 7TH FL
BOSTON,MA02116 		  PC SUPPORTING COMMUNITY DEVELOPMENT IN HAITI 100,000

CAPABLE

2335 E VISTA ROYALE DR
ORANGE,CA92867 		  PC CAPABLE GRADUATION PROGRAM 150,000

CATHOLIC RELIEF SERVICES

228 W LEXINGTON STREET
BALTIMORE,MD21201 		  PC CTWWC HAITI 245,743

CATHOLIC RELIEF SERVICES

228 W LEXINGTON STREET
BALTIMORE,MD21201 		  PC PCMED PHASE III 313,381

CAMFED

4 EMBARCADERO CENTER SUITE 1400
SAN FRANCISCO,CA94111 		  PC DONATION, FAMILY GIVING 2,500

CAMP KESEM

440 N BARRANCA AVE 2273
COVINA,CA91723 		  PC DONATION, FAMILY GIVING 1,700
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 1,500
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 918
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 1,500
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 1,500
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 912
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 588
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 753
COLUMBIA BASIN COLLEGE


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS 1,500
COLUMBIA BASIN COLLEGE REFUNDS


2600 N 20TH AVE
PASCO,WA99301 		NONE I TUITION SCHOLARSHIPS -820

COMMUNITIES ORGANIZING FOR HAITIAN ENGAGEMENT AND DEVELOPMENT (COFHED)

PO BOX 4094
ST PAUL,MN55104 		  PC TRAIN THE TRAINER COMMUNINTY ENGAGEMENT CATALYSTS 50,000

COMMUNITY RESILIENCE INITIATICE

PO BOX 3237
WALLA WALLA,WA99362 		  PC TRAUMA-INFORMD TRAINING, NATIONAL CONFERENCE (LOCAL GIVING COMMITTEE REQUEST) 1,500

CONCERN WORLDWIDE US

355 LEXINGTON AVE 16TH FLOOR
NEW YORK,NY10017 		  PC DONATION, FAMILY GIVING 3,000

DOWNS SYNDROME ASSOCIATION OF CENTRAL TEXAS

3710 CEDAR STREET BOX 3
AUSTIN,TX78705 		  PC DONATION, FAMILY GIVING 1,000

EL POZO DE VIDA

910 W 17TH STREET STE B
SANTA ANA,CA92706 		  PC LA MERCED ANTI-HUMAN TRAFFICKING COMMUNITY PROJECT 30,000
EVERGREEN STATE COLLEGE


2700 EVERGREEN PKWY NW
OLYMPIA,WA98505 		NONE I TUITION SCHOLARSHIPS 1,500

EXTRA MILE STUDENT CENTER

300 W 2ND ST 652
GRANDVIEW,WA98930 		  PC DONATION, FAMILY GIVING 2,500

FAITH IN ACTION INTERNATIONAL

171 SANTA ROSA AVENUE
OAKLAND,CA94610 		  PC COMBITE' FARMING COOPERATIVES INFLATION ADJUSTMENT 20,000

FAITH IN ACTION INTERNATIONAL

171 SANTA ROSA AVENUE
OAKLAND,CA94610 		  PC 'COMBITE' FARMING COOPERATIVES 75,000

FAITH IN ACTION INTERNATIONAL

171 SANTA ROSA AVENUE
OAKLAND,CA94610 		  PC BUILDING ON THE SPIRIT OF KOMBIT 100,000

FLORESTA USA

4747 MORENA BLVD STE 100
SAN DIEGO,CA92117 		  PC INFLATION FUNDS FOR HAITI 20,000

FLORESTA USA

4747 MORENA BLVD STE 100
SAN DIEGO,CA92117 		  PC TRANSFORMING RURAL COMMUNITIES IN SOUTHERN MEXICO 100,000

FLORESTA USA

4747 MORENA BLVD STE 100
SAN DIEGO,CA92117 		  PC RESTORING LIVES IN HAITI BORDER REGION 80,000

FRIENDS OF JITOKEZE INTERNATIONAL

106 WEST LANCASTER AVE
WAYNE,PA19087 		  PC EMPOWERING WOMEN IN WEST POKOT 50,000

GLOBAL GRASSROOTS

1950 LAFAYETTE ROAD SUITE 200 BOX 1
PORTSMOUTH,NH03801 		  PC LAUNCHING UMURAGE GROWTH ORGANIZATION 60,000

GLOBAL GRASSROOTS

1950 LAFAYETTE ROAD SUITE 200 BOX 1
PORTSMOUTH,NH03801 		  PC EAST AFRICA CONVENING 2023 PAYMENT 1 30,000

GLOBAL GRASSROOTS

1950 LAFAYETTE ROAD SUITE 200 BOX 1
PORTSMOUTH,NH03801 		  PC EAST AFRICA CONVENING 2023 PAYMENT 2 31,195
GRAND CANYON UNIVERSITY


PO BOX 11097 PHYSICAL ADRESS 3300 W
CAMELBACK ROAD PHOENIX AZ 85017
PHOENIX,AZ85061 		NONE I TUITION SCHOLARSHIPS 2,250

GRAVIS USA

2500 COLUMBIA ST UNIT 107
PALO ALTO,CA94304 		  PC GEMD IN RAJASTHAN 136,097

GROUNDSWELL INTERNATIONAL

2101 L ST NW SUITE 300
WASHINGTON,DC20037 		  PC PDL, CONSOLIDATING DEVELOPMENT AND RESILIENCE IN RURAL HAITI 50,000

GROUNDSWELL INTERNATIONAL

2102 L ST NW SUITE 300
WASHINGTON,DC20037 		  PC QACHUU ALOOM, BUILDING FOOD SOVEREIGNTY MAYA ACHI REGION 65,000

KUPENDA FOR THE CHILDREN

PO BOX 473
HAMPTON,NH03843 		  PC STRENGTHENING DISABILITY ADVOCATE NETWORKS IN KILIFI 200,000

LINCOLN PARK PRESBYTERIAN CHURCH

600 W FULLERTON PKWY REAR DOOR
CHICAGO,IL60614 		  PC DONATION, FAMILY GIVING 2,500

MIRROR MINISTRIES

PO BOX 400
RICHLAND,WA99352 		  PC DONATION, FAMILY GIVING 5,000

MENNONITE CENTRAL COMMITTEE

21 SOUTH 12TH STREET
AKRON,PA17501 		  PC IMPROVING HARVESTS AND INCOME FOR MAASAI FARMERS 42,200

MENNONITE CENTRAL COMMITTEE

21 SOUTH 12TH STREET
AKRON,PA17501 		  PC LOBANYA AGRICULTURE PROJECT 38,167

MENNONITE CENTRAL COMMITTEE

21 SOUTH 12TH STREET
AKRON,PA17501 		  PC TURKANA EAST RESILIENCE PROJECT 90,571

MWANZO

PO BOX 15622
SEATTLE,WA98115 		  PC TOOLS FOR TRANSFORMATION 60,000

NATIONAL IMMIGRATION FORUM

10 G STREET NE SUITE 500
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 200,000

NEW ROOTS HAITI

18606 NW 61ST AVE
RIDGEFIELD,WA98642 		  PC DREAM CENTER YEAR 3 70,000

NOMI NETWORK

PO BOX 42
BROOKLYN,NY10156 		  PC ADOLESCENT GIRLS PROGRAM 125,000

NU COMMUNICATIONS ALLIANCE INC

PO BOX 277
BISHOP,CA93515 		  PC DONATION, FAMILY GIVING 2,500

THE CHAIN COLLABORATIVE

133 FEDERAL WALK
KENNETT SQUARE,PA19348 		  PC NOW AFRICA INITIATIVE'S LIVELIHOOD DIVERSIFICATION AND SCHOOL FEEDING PROGRAM 50,000

OPAL COMMUNITY LAND TRUST

PO BOX 1133
EASTSOUND,WA98245 		  PC DONATION, FAMILY GIVING 3,000

OPPORTUNITY INTERNATIONAL

101 N WACKER DRIVE SUITE 1150
CHICAGO,IL60606 		  PC THRIVING RURAL COMMUNITIES IN UGANDA 155,000

PALESTINE CHILDRENS RELIEF FUND

360 E 2ND ST STE 710
LOS ANGELES,CA90012 		  PC DONATION, FAMILY GIVING 2,500

PROSPER MAMA AFRICA

2 GOHARM STREET
CAMBRIDGE,MA02138 		  PC SMALLHOLDER FARMERS AG PRODUCTIVITY WESTERN & SW UGANDA 80,000

SOCIAL AND ENVIRONMENTAL ENTREPRENEURS

23564 CALABASAS ROAD SUITE 201
CALABASAS,CA91302 		  PC BUSURELIAME - TIERRA NATIVA 70,000

SOJOURNERS

PO BOX 70730
WASHINGTON,DC20024 		  PC IMMIGRATION ADVOCACY 150,000

SONJE AYITI

RUE 2 J-K 69
CAPHAITIEN,NORD  
HA 		  PC CHEMEN LAVI MIYO (PATHWAY TO A BETTER LIFE, CLM) 104,040

SONJE AYITI

RUE 2 J-K 69
CAPHAITIEN,NORD  
HA 		  PC BORDER CRISIS AND INFLATION RESPONSE CLM 60,000

SPARK MICROGRANTS

PO BOX 20435 GREELEY SQUARE STATION
4 EAST 27TH ST
NEW YORK,NY10001 		  PC FACILITATED COLLECTIVE ACTION PROCESS IN THE WEST NILE 75,000

SUSTAINABLE ACTION INTERNATIONAL

119 S EMERSON STREET 156
MT PROSPECT,IL60056 		  PC MY BLESSING IS YOUR BLESSING 100,000

TCD AND IC

5426 N RD 68 SUITE D 130
PASCO,WA99301 		  PC LOCAL GIVING COMMITTEE GRANT 1,500

THE MINISTRY OFFICE

17409 COMET CIRCLE
MINNETONKA,MN55345 		  PC FARMING GOD'S WAY IN THE RIFT VALLEY 50,000

THE MINISTRY OFFICE

17409 COMET CIRCLE
MINNETONKA,MN55345 		  PC HIRING A DIRECTOR OF DEVELOPMENT 80,000

THE RECREATION PROJECT

PO BOX 11055
DENVER,CO80211 		  PC TRANSFORMATIVE PLAY IN GULU SCHOOLS 37,500

TOO YOUNG TO WED

1112 MAIN STREET 1ST FLOOR
PEEKSKILL,NY10566 		  PC DONATION, FAMILY GIVING 3,000
WASHINGTON STATE UNIVERSITY


PO BOX 641039
PULLMAN,WA99164 		NONE I TUITION SCHOLARSHIPS 750
WASHINGTON STATE UNIVERSITY


PO BOX 641039
PULLMAN,WA99164 		NONE I TUITION SCHOLARSHIPS 1,497

WORLD RELIEF

7 E BALTIMORE ST
BALTIMORE,MD21202 		  PC TURKANA CEZ 101,165

WORLD RELIEF

7 E BALTIMORE ST
BALTIMORE,MD21202 		  PC HAITI CEZ INFLATION FUNDS 60,000

WORLD RELIEF

7 E BALTIMORE ST
BALTIMORE,MD21202 		  PC LES CAYES CEZ 150,000

WORLD RELIEF

7 E BALTIMORE ST
BALTIMORE,MD21202 		  PC EMPOWERING CHURCHS IN KAJIADO 149,265

WORLD RENEW

8970 BYRON COMMERCE DR SW
BYRON CENTER,MI49315 		  PC KATILU FOOD SECURITY 62,000

WORLD RENEW

8971 BYRON COMMERCE DR SW
BYRON CENTER,MI49316 		  PC PUNARNIRMAN 65,539

WORLD VISION

MS 110 PO BOX 70198
TACOMA,WA98479 		  PC HAITI EMPOWERED WORLD VIEW 50,000

WORLD VISION

MS 110 PO BOX 70200
TACOMA,WA98481 		  PC GENDER EQUALITY AND SOCIAL INCLUSION 200,000

WORLD VISION

MS 110 PO BOX 70200
TACOMA,WA98481 		  PC UKRAINE EMERGENCY RELIEF - SHELTON AWARD 100,000

SAFE HAVEN FOR ALASKAN KIDS SHAK

3200 PROVIDENCE DRIVE
ANCHORAGE,AK99508 		  PC KEITH SHELTON SHAK SUPPLIES 55,000

XILOTL ASSOCIATION PARA EL DESARROLLO SOCIAL

AV SAN JERONIMO 157-DEPARTAMENTO
101 COLONIA LA OTRA BANDA
CIUDAD DE MEXICO   01090
MX 		  NC GENDER EQUITY IN OCOSINGO, CHIAPAS 70,000

CENTRO DE COMPARTIMIENTO (CDC)

AV ALVARO OBREGON NO 40 COLONIA
CENTRO H CD
JUCHITAN DE ZARAGOZA OAXA   7000
MX 		  NC SERVANT LEADERSHIP DEVELOPMENT 26,000

INSTITUTO DE ESTUDIOS E INVESTIGACION INTERCULTURAL

CALLE FRANZ BLOM 38-A CUXTITALI SAN
CRISTOBAL DE LAS CASAS
CHIAPAS    
MX 		  NC LEADERSHIP DEVELOPMENT 22,000

FUNDACION POR UNA NUEVA SOLUCION AC

FILADELFIA 119- 501 COLONIA NPOLES
ALCALDA BENITO JUREZ
CIUDAD DE MEXICO CP   03810
MX 		  NC CHIAPAS COFFEE FARMERS 40,000

WATYE KI GEN

WORLD VISION CLUSTER
GULU    
UG 		  NC SUSTAINABLE LIVELIHOOD TRAINING FOR CHILDREN BORNIN CAPTIVITY IN NORTHERN UGANDA 50,000

RAISING VOICES

PO BOX 6770 PLOT 16 TUFNELL DRIVE
KAMWOKYA
KAMPALA    
UG 		  NC SASA! TECHNICAL ASSISTANCE IN MEXICO 99,800

OASIS INDIA

AMAZING GRACE FLAT NO 201 2ND FLOOR
3RD D MAIN
KACHARAKANAHALLI   560084
IN 		  NC RESPONDING TO THE CRISIS IN MANIPUR 67,000

SHIVI DEVELOPMENT SOCIETY

96-97 3RD FLOOR POKET 13 SECTOR 20
ROHINI
DELHI   110086
IN 		  NC PROMOTING PEACE AND GENDER JUSTIVE IN BUNDI DISTRICT 90,000

ASOCIACION RED VIVA DE AMERICA LATINA

AMBAR TORRE SABANA
SAN JOSE    
RQ 		  NC CHILD PROTECTION NETWORK 40,000

INICIATIVAS PARA EL DESARROLLO DE UNA ECONOMA ALTERNATIVA Y SOLIDARIA AC

IGNACIO ALDAMA 108 COLONIA NACIONAL
SANTA LUCA DEL CAMINO
OAXACA   71228
MX 		  NC SCHOOL FOR THE COMMON GOOD 45,000
Total .................................right arrow 3a 5,721,500
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
aSCHOOL PROGRAMS         92,324
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 1,220  
4 Dividends and interest from securities ....     14 3,019,918  
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 3,872,277  
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 6,893,415 92,324
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,985,739
(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.)
1A VISTA HERMOSA OPERATES NUEVA ESPERANZA LEADERSHIP ACADEMY (NELA), A
1A PRIVATE, CHRISTIAN SCHOOL FOR GRADES K-8. BUILDING ON SERVANT
1A LEADERSHIP PRINCIPLES AND TRAUMA INFORMED PRACTICES, NELA GIVES
1A STUDENTS OPPORTUNITIES TO HONOR AND SERVE THEIR COMMUNITY.
1B MISCELLANEOUS INCOME FROM SCHOOL EVENTS
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:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 14,666 1,467 0 13,199

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TY 2023 ExpenditureResponsibilityStmt
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
XILOTL ASOCIACION PARA EL DESARROLLO SOCIAL
  		AV SAN JERONIMO 157-101 COLONIA LA
OTRA BANDA
MEXICO,CDMX01090
MX 		2021-12-01 210,000 GENDER EQUITY IN OCOSINGO CHIAPAS 70,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 01/24/2023, 04/24/2023, 07/26/2023, 10/24/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
CENTRO DE COMPARTIMIENTO (CDC)
  		AV ALVARO OBREGON NO 40 COLONIA
CENTRO H CD
JUCHITAN DE ZARAGOZA,OAXACA70000
MX 		2022-04-01 41,000 SERVANT LEADERSHIP DEVELOPMENT 26,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 01/13/2023, 04/06/2023, 07/31/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
INSTITUTO DE ESTUDIOS E INVESTIGACION INTERCULTURAL
  		CALLE FRANZ BLOM 38-A CUXTITALI
SAN CRISTOBAL DE LAS CASAS,CHIAPAS29230
MX 		2021-12-01 66,000 LEADERSHIP DEVELOPMENT. 22,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 01/25/2023, 04/28/2023, 07/24/2023, 11/16/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
FUNDACION POR UNA NUEVA SOLUCION AC
  		FILADELFIA 119- 501 COLONIA NAPOLES
ALCALDIA BENITO JUAREZ
MEXICO,CDMX03810
MX 		2022-04-01 120,000 CHIAPAS COFFEE FARMERS 40,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 01/30/2023, 0729/2023, 10/26/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
WATYE KI GEN
  		OFFICE AT WORLDVISION GULU CLUSTER
COMPUND
GULU,GULU  
UG 		2023-06-01 150,000 SUSTAINABLE LIVELIHOOD TRAINING FOR CHILDREN BORN IN CAPTIVITY 50,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 10/31/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
RAISING VOICES
  		PO BOX 6770 PLOT 16 TUFNELL DRIVE
KAMWOKYA
KAMPALA,KAMPALA  
UG 		2021-10-01 318,000 SASA! TECHNICAL ASSISTANCE IN MEXICO 99,800 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 03/30/2023, 04/28/2023, 10/16/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
OASIS INDIA
  		AMAZING GRACE FLAT NO 201 2ND FLOOR
3RD D MAIN
KACHARAKANAHALLI,BANGALORE560084
IN 		2023-06-01 67,000 RESPONDING TO THE CRISIS IN MANIPUR 67,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 8/7/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
SHIVI DEVELOPMENT SOCIETY
  		96-97 3RD FLOOR POKET 13 SECTOR 20
ROHINI
DELHI,DELHI110086
IN 		2022-10-01 175,000 PROMOTING PEACE AND GENDER JUSTIVE IN BUNDI DISTRICT 90,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 05/03/2023, 08/23/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
ASOCIACION RED VIVA DE AMERICA LATINA
  		AMBAR TORRE SABANA
SAN JOSE    
CS 		2022-04-01 105,000 CHILD PROTECTION NETWORK 40,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 09/28/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
INICIATIVAS PARA EL DESARROLLO DE UNA ECONOMA ALTERNATIVA Y SOLIDARIA AC
  		IGNACIO ALDAMA 108 COLONIA NACIONAL
SANTA LUCA DEL CAMINO
OAXACA,OAXACA71228
MX 		2021-08-01 135,000 SCHOOL FOR THE COMMON GOOD 45,000 TO THE BEST OF OUR KNOWLEDGE, THERE HAS BEEN NO DIVERSION. 02/21/2023, 05/10/2023, 08/25/2023, 12/30/2023   THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.

TY 2023 InvestmentsCorpStockSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Name of Stock End of Year Book Value End of Year Fair Market Value
HIREQUEST 2,062,662 2,062,662
NATIONAL FINANCIAL SERVICES 19,249,085 19,249,085
US BANK WEALTH MANAGEMENT 126,673,363 126,673,363

TY 2023 InvestmentsLandSchedule2
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FILE - 4 DRAWER LETTER FIREPROOF 1,568 1,568 0 0
SCHOOL BUS #9 575 575 0 0
DELL S320WI PROJECTOR 1,339 1,339 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
OPTIPLEX 9020 DESKTOP COMPUTER 2,137 2,137 0 0
2014 WHITE CHEV EXP 29,074 29,074 0 0
HP LASERJET 500 PRINTER 1,065 1,065 0 0
DELL 9020 DESKTOP W/MONITOR 989 989 0 0
DESKS, CABINETS, DRAWERS, & BOOKCASES 5,091 4,061 1,030 1,030
MS SURFACE BOOK 17-8650U 2,922 2,873 49 49
27" IMAX 5K--TYLER 2,929 2,783 146 146
DELL POWER EDGE 3,704 3,457 247 247
HUTCH, LATERAL DRAWERS, STORAGE CABINET, DESK (SHELLY) 4,855 3,179 1,676 1,676
WEBSITE 10,500 8,750 1,750 1,750
HP505B PC W/ MONITORS (2) 1,042 1,042 0 0
WORK ISLAND FOR NELA 5,920 1,691 4,229 4,229
NELA TEACHER LAPTOP XPS 13" 2,977 943 2,034 2,034
NELA TEACHER LAPTOP XPS 13" 2,977 943 2,034 2,034
CANNON EOS R5 CAMERA WITH RF24-105 MM U 5,430 1,810 3,620 3,620
LAPTOP - XPS 13" 16GB RAM 512GB SSD 3,358 839 2,519 2,519
LAPTOP - XPS 13" 16GB RAM 512GB SSD 3,358 839 2,519 2,519
DELL XPS 13 PLUS 3,155 316 2,839 2,839
MICROSOFT SURFACE LAPTOP 3,165 316 2,849 2,849

TY 2023 InvestmentsOtherSchedule2
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENTS IN AKO GLOBAL FUND LIMITED AT COST 1,722,588 2,034,694
INVESTMENTS IN APIS & HERITAGE LEGACY FUND I LLC AT COST 116,840 118,681
INVESTMENTS IN ELATION HEALTH INC AT COST 500,001 500,001
INVESTMENTS IN FUNDSMITH SUSTAINABLE EQUITY FUND AT COST 5,810,190 7,061,528
INVESTMENTS IN GLOBAL ACCESS PARTNERSHIP II AT COST 1,025,149 1,077,740
INVESTMENTS IN IMPACT WORLD EQUITY FUND AT COST 5,966,145 6,790,845

TY 2023 LegalFeesSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 14,179 0 0 14,179


TY 2023 OtherAssetsSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
NOTE RECEIVABLE - CRAFT3 - MISSION RELATED INVESTMENT 100,000 100,000 100,000


TY 2023 OtherExpensesSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
K-1 EXPENSES FROM GLOBAL IMPACT ACCESS PARTNERSHIP II 0 35,720 0 0
K-1 EXPENSES FROM FUNDSMITH SUSTAINABLE EQUITY FUND 0 64,270 0 0
K-1 EXPENSES FROM IMPACT WORLD EQUITY FUND 0 69,414 0 0
MISCELLANEOUS 656 0 0 656
FUEL AND LUBRICANTS 420 0 0 420
LICENSES & PERMITS 1,098 0 0 1,098
TELEPHONE 280 0 0 280
EDUCATIONAL INCENTIVES 26,831 0 0 26,831
OFFICE EXPENSE 37,002 0 0 36,870
PROGRAM CONTRACTS 35,814 0 0 35,814
TRAINING 9,620 0 0 9,620
DUES & SUBSCRIPTIONS 40,178 0 0 40,178
ADVERTISING 2,059 0 0 2,059
CURRICULUM & DEVELOPMENT 15,119 0 0 15,119
FOOD EXPENSE 68,988 0 0 68,988
INFORMATION TECHNOLOGY 6,904 0 0 6,904
INSURANCE 45,625 0 0 34,442
SUPPLIES 40,594 0 0 44,582
JANITORIAL EXPENSE 59 0 0 59
BANK CHARGES 421 0 0 421
EDUCATION 1,573 0 0 1,573


TY 2023 OtherIncomeSchedule2
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 ACTIVITY FROM IMPACT EQUITY FUND   -5,927  
SCHOOL PROGRAMS 92,324   92,324


TY 2023 OtherIncreasesSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Description Amount
UNREALIZED GAIN/LOSS 16,710,113


TY 2023 OtherProfessionalFeesSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 486,837 486,837 0 0
CONSULTING 3,432 0 0 3,609


TY 2023 TaxesSchedule
Name:
VISTA HERMOSA FOUNDATION
EIN:
91-1491438
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 125,859 0 0 125,859
BUSINESS TAXES 63 0 0 63
FOREIGN TAXES 0 12,537 0 0
NET INVESTMENT INCOME TAX 84,567 0 0 0