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
AMERICAN WARRIOR INITIATIVE INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4750 S BILTMORE LN
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, WI53718
A Employer identification number

47-3566126
B Telephone number (see instructions)

(608) 571-0508
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$3,413,772J 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) 1,097,967
2 Check right arrow.............
3 Interest on savings and temporary cash investments 41,599 41,599  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -45
b Gross sales price for all assets on line 6a 4,887
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........ 1,139,521 41,599  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,000 0   10,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
123 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,822 0   9,822
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,945 0   19,822
25 Contributions, gifts, grants paid....... 957,444 879,944
26 Total expenses and disbursements. Add lines 24 and 25 977,389 0   899,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 162,132
b Net investment income (if negative, enter -0-) 41,599
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............. 205,945 440,968 440,968
2 Savings and temporary cash investments......... 3,022,262 2,832,931 2,832,931
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow139,873
Less: allowance for doubtful accounts right arrow   116,549 139,873 139,873
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).......      
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)..........      
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) 3,344,756 3,413,772 3,413,772
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 335,905 242,789
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)......... 335,905 242,789
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........... 1,834,341 1,997,375
25 Net assets with donor restrictions............ 1,174,510 1,173,608
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)..... 3,008,851 3,170,983
30 Total liabilities and net assets/fund balances (see instructions). 3,344,756 3,413,772
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
3,008,851
2
Enter amount from Part I, line 27a .....................
2
162,132
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,170,983
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
3,170,983
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 SECURITIES D    
b
c
d
e
(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 4,887   4,932 -45
b
c
d
e
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       -45
b
c
d
e
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 -45
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) 1 578
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........................... 3 578
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- ..... 5 578
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 585
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 arrowAL, AK, AR, CA, CO, CT, FL, GA, HI, IL, KS, KY, ME, MD, MA, MI, MN, MO, MS, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, WV, WI
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. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 arrowAMERICANWARRIORINITIATIVE.COM
14
The books are in care ofright arrowPAULA WILCOX Telephone no.right arrow (608) 571-0508

Located atright arrow4750 S BILTMORE LNMADISONWI ZIP+4right arrow53718
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)
 
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)
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
Yes
 
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
STEVEN JACOBSON PRESIDENT
1.00 		0 0 0
4750 S BILTMORE LANE
MADISON,WI537182108
TODD GAVINSKI TREASURER
1.00 		0 0 0
4750 S BILTMORE LANE
MADISON,WI537182108
LEONARD KRUPINSKI DIRECTOR
1.00 		0 0 0
4750 S BILTMORE LANE
MADISON,WI537182108
JULIE FRY DIRECTOR
1.00 		0 0 0
4750 S BILTMORE LANE
MADISON,WI537182108
LOUISE THAXTON DIRECTOR
1.00 		0 0 0
4750 S BILTMORE LANE
MADISON,WI537182108
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
NONE
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 AMERICAN WARRIOR INITIATIVE (AWI) HAS REACHED OVER 25,000 REAL ESTATE AGENTS AROUND THE COUNTRY AT THE AMERICAN WARRIOR REAL ESTATE PROFESSIONAL (AWREP) BOOT CAMPS, BRINGING AWARENESS TO THE CHALLENGES FACING MEN AND WOMEN WHO HAVE SERVED IN THE MILITARY WHEN RETURNING FROM WAR. IN 2018, AWI LAUNCHED FREEDOM TOURS WITH GOLD STAR MOM KAREN VAUGHN. FROM HER UNIQUE PERSPECTIVE--AS A MOM WHOSE SON WAS KILLED IN ACTION IN AFGHANISTAN--KAREN SHARES A POWERFUL MESSAGE ON OUR OBLIGATION AS EVERYDAY CITIZENS TO HONOR THE SACRIFICE OF THOSE WHO'VE GIVEN SO MUCH FOR OUR FREEDOM.AWI HAS SPEARHEADED MORE THAN 400 GIVE-BACK INITIATIVES TO THE WOUNDED HEROES OF AMERICA. THESE WOUNDED HEROES HAVE BEEN SERVED THROUGH MORTGAGE-FREE HOUSING, BUSINESS GRANTS, HOME UPGRADES, SERVICE DOGS, AND MORE. AWI ALSO SUPPORTS NONPROFIT ORGANIZATIONS THAT PROVIDE ASSISTANCE TO MILITARY VETERANS. 957,444
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
0
b
Average of monthly cash balances.......................
1b
3,251,053
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,251,053
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
3,251,053
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
48,766
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,202,287
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
160,114
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
160,114
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
578
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
578
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
159,536
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
159,536
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
159,536
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
899,766
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
899,766
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 7 159,536
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...... 588,293
b From 2019...... 586,810
c From 2020...... 963,825
d From 2021...... 1,660,260
e From 2022...... 953,015
f Total of lines 3a through e ........ 4,752,203
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 899,766
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..... 159,536
e Remaining amount distributed out of corpus 740,230
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 5,492,433
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) ... 		588,293
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,904,140
10 Analysis of line 9:
a Excess from 2019.... 586,810
b Excess from 2020.... 963,825
c Excess from 2021.... 1,660,260
d Excess from 2022.... 953,015
e Excess from 2023.... 740,230
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 e-mail address of the person to whom applications should be addressed:
AMERICAN WARRIOR INITIATIVE
4750 S BILTMORE LN
MADISON,WI53718
(724) 900-6045
AWI@FAIRWAYMC.COM
bThe form in which applications should be submitted and information and materials they should include:
SEE VETERAN SUPPORT FORM AT WWW.AMERICANWARRIORINITIATIVE.COM/VETERAN-SUPPORT-FORM
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
A VETERAN MUST HAVE BEEN HONORABLY DISCHARGED TO APPLY FOR ASSISTANCE. AWI DOES NOT MAKE GRANTS OUTSIDE ITS FUNDING PRIORITIES.
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
ADAMS PAUL


5547 VIRGINIA BEACH BLVD
NORFOLK,VA23502 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 378
ANDREWTONYA


1020 FINCHER TRAIL
ARGYLE,TX76226 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200
ARNOLD JOHN


540 STATE ROUTE 185
TRENTON,TN38382 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200
ARSENAULT WILLIAM


6412 MERLIN CT
CARLSBAD,CA92011 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 505
AZZOLINA TIM


44925 WINDSOR DRIVE
INDIO,CA92201 		NONE I FAMILY GRANT 4,500
BARKER DOUGALS


4881 CARATOKE FWY
COINJOCK,NC27923 		NONE I FAMILY GRANT 3,200
BARNES ANTHONY


8701 MAPLE ASH TRAIL
LELAND,NC28451 		NONE I FAMILY GRANT 5,208
BARRATT DEANNA


16835 TORTOISE STREET
ROUND ROCK,TX78664 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 610
BEASON DOUGLAS L SR


4259 E FOOTHILLS DR APT 1049D
SIERRA VISTA,AZ85635 		NONE I GIFT CARD- FINANCIAL ASSISTANCE AND GRANT 1,054
BENNETT CHAD


112 N PINTO COURT
PAIGE,TX78659 		NONE I FAMILY GRANT 2,500
BERGER WILLIAM


6400 COLLEGE PARK SQUARE
VIRGINIA BEACH,VA23464 		NONE I FAMILY GRANT 5,255
BILLETTER DAVE


249 AMBER OAK DR
KYLE,TX78640 		NONE I FAMILY GRANT 2,605
BRISTOL CHRISTI


5611 GREEN IVY RD
DENTON,TX76210 		NONE I FAMILY GRANT 5,000
BROOKS DAVID


1401 3RD AVE SE
AUSTIN,MN55912 		NONE I HOME REPAIR GRANT 6,700
BROWN EARNEST


1003 SW 5TH STREET
LAWTON,OK73501 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200
BROWN SCOTT


13 SPRING CANYON ROAD
BISBEE,AZ85603 		NONE I FAMILY GRANT 2,500
BURGER JAN


1205 SEMINOLE TRAIL
CARROLLTON,TX75007 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 500
CAIN LAURA


6600 BLUE OAKS ROAD
ROCKLIN,CA95765 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 255

CASCADE SERVICE DOGS

PO BOX 2641
OLYMPIA,WA98507 		N/A PC SERVICE DOG TRAINING 975
CASH TONY


1210 WEDGEWOOD DRIVE
FORNEY,TX75126 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 500
CELBALLOS JUAN


1520 NEW CASTLE STREET
CHARLOTTE,NC28216 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 910

CHRIST FIT GYM

1040 CHINABERRY DR
BOSSIER,LA71111 		N/A PC SUPPORT EXEMPT PURPOSE 2,500
CLARK RYAN


4632 EAST GERMAN ROAD
GILBERT,AZ85297 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 505
CORNELIA KARA


9035 E SADDLEBACK DRIVE
TUCSON,AZ85749 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 505
CORNWELL TROY


3211 LYNHAVEN DR
VIRGINIA BEACH,VA23451 		NONE I FAMILY GRANT 1,700
CORNWELL TROY


800 GREENBRIAR CIRCLE
CHESAPEAKE,VA23323 		NONE I FAMILY GRANT 1,500
CROSS WILLIAM


213 WEST MESQUITE ROAD
HUACHUACA CITY,AZ85616 		NONE I SERVICE DOG TRAINING 3,209

CUSTOM CANINES SERVICE DOG ACADEMY INC

2310 MUSTANG WAY
MADISON,WI53718 		N/A PC SERVICE DOGS 211,460
DEL ROSARIO KARISHA


265 D OLIVER RD
SANDY HOOK,KY41171 		NONE I FAMILY GRANT 320

DFW CANINES FOR VETS

719 BRANDING IRON
GRANBURY,TX76049 		N/A NC SERVICE DOG, TRAINING, AND EVENT SPONSORSHIPS 38,000

DOG TAG BUDDIES

PO BOX 250
SHEPHERD,MT59079 		N/A PC SERVICE DOG AND TRAINING 23,000

DOG TRAINING ELITE

451393 BLUE HERON
AFTON,OK74331 		N/A NC SERVICE DOG TRAINING 4,400
DOTSON JAMES


400 NOGGIN CIRCLE
CHESAPEAKE,VA23323 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 205
DUGAN KARL


82551 ELM DR
SEASIDE,OR97138 		NONE I FAMILY GRANT 5,000
DUNLAP KATHERINE


2915 N TEXAS STREET APT 134
FAIRFIELD,CA94533 		NONE I FAMILY GRANT 3,606
DUNN JAMES


760 CRANSTON ROAD
GARNER,NC27529 		NONE I FUNERAL TRAVEL EXPENSES 666
FALCIK CHAS AND PATRICIA


3 CRECENT LAKE WAY
ORMOND BEACH,FL32714 		NONE I FAMILY GRANT 1,500
FARIAS JAHAIRA


834 POTTER DRIVE
COLORADO SPRINGS,CO80909 		NONE I FAMILY GRANT 2,500
FIGUEROA JIMMY


20463 S GRACELAND LN
FRANKFORT,IL60423 		NONE I FAMILY GRANT 5,020
FOLEY CHRISTOPHER


9266 ENCINO VLG
SAN ANTONIO,TX78250 		NONE I FAMILY GRANT 3,500

FORGOTTEN COAST K9

137 SW SHELBY AVE
MADISON,FL32340 		N/A PC SERVICE DOG TRAINING 5,000
FRETWELL GEORGE


105 BECCA DRIVE
ELIZABETH CITY,NC27909 		NONE I FAMILY GRANT 6,000

GENTLE HEARTS DOG EDUCATION

9286 W CREOSOTE RAIN DR
MARANA,AZ85653 		N/A NC SERVICE DOG 8,000
GRAHAM DAVID


3625 CHISWICK CT
CHARLOTTE,NC28226 		NONE I FAMILY GRANT 1,000

GUARDIAN SERVICE DOGS

1228 ROYALE DR
COLORADO SPRINGS,CO80910 		N/A PC SERVICE DOGS 42,500
HANCOCK JAMES


4912 HALL AVE
COLUMBUS,GA31909 		NONE I FAMILY GRANT 2,705
HATHAWAY ROBERT


609 MARSHA DRIVE
PERRY,GA31069 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 206
HATTAWAY GREGORY


27 OAK RIDGE
HAWKINSVILLE,GA31036 		NONE I FAMILY GRANT 7,707
HERRERA SUSAN


170 EDGEWATER PLACE
PINEHURST,NC28374 		NONE I FAMILY GRANT 5,414
HILL CHARLES


4844 FOX BEND DRIVE
HERNANDO,MS38632 		NONE I FUNERAL EXPENSES 1,996

HOME FRONT K9 PROJECT INC

46600 DEEP WOODS RD
PAISLEY,FL32767 		N/A PC SERVICE DOG 12,000
HOOD BRANDON


1537 WYND CREST WAY
VIRGINIA BEACH,VA23456 		NONE I FAMILY GRANT 5,238
HORAN DYLAN


2129 PARK SPRINGS CIRCLE APT 3067
ARLINGTON,TX76013 		NONE I FAMILY GRANT 3,000
HOWARD MICHELLE


10302 FORT BELKNAP TRAIL
CROWLEY,TX76036 		NONE I FINANCIAL ASSISTANCE 1,755

INTEGRITY K-9 SERVICE

41725 ELM ST SUITE 303
MURRIETA,CA92562 		N/A NC SERVICE DOG 24,000
JACKSON BEVERLY


9500 RAPIDAN DRIVE
FREDERICKSBURG,VA22407 		NONE I GRANT FOR SERVICE DOG TRAINING TRAVEL EXPENSES 2,500
JACOBS LAMONT


14331 NICOLLET COURT
BURNSVILLE,MN55306 		NONE I FINANCIAL ASSISTANCE 1,000
JAMESON ANDREW


109 VIRGINIA AVE
HARPERS FERRY,WV25425 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 500
JENKINS PATRICK


3421 WESTERN BRANCH BLVD
CHESAPEAKE,VA23323 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 207
JOHNSON CONRAD


1101 HIDDEN OAKS DR
BEDFORD,TX76022 		NONE I FAMILY GRANT 3,000
JOHNSON JAMES


E11740 COUNTY RD DL
BARABOO,WI53913 		NONE I FAMILY GRANT 1,000
JOHNSON WILLIAM


12545 CALLAHAN COUNTY ROAD 482
CISCO,TX76437 		NONE I FAMILY GRANT 3,706
JONES ERIC


1814 W MASTER STREET
PHILADELPHIA,PA19144 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200
JONES THOMAS


2022 W NEWPORT PIKE
WILMINGTON,DE19801 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 418

K9S FOR VETERANS

2312 OLDE MILL ROAD
PLAINFIELD,IL60586 		N/A PC SERVICE DOGS/TRAINING 30,000
KARCH LEIGH


1819 WESTMINSTER ST 105
DENTON,TX76205 		NONE I FAMILY GRANT 1,200

KLINGSICK INC - DTE - KANSAS CITY

1017 SE 6TH ST
LEES SUMMIT,MO64063 		N/A NC SERVICE DOG/VETERINARY BILLS 10,000
KNIGHT DARRELL


14105 TANGELBRUSH TRAIL
HASLET,TX76052 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 407
KOLOR NICHOLAS


52ND 3RD ST
WATERFORD,NY12188 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200
LACHANCE PAUL


501 RIVERVIEW RD
GRAND JUNCTION,CO81507 		NONE I FAMILY GRANT 19,039
LANSDEN HUGH


4936 CULLEN ROAD
VIRGINIA BEACH,VA23455 		NONE I FAMILY GRANT 1,700
LEDONNE JR RICHARD


611 JULI DR
SOUTH ELGIN,IL60177 		NONE I FAMILY GRANT 5,000
LESTENKOF ALBERT


6485 CHAPLIN DR
COLORADO SPRINGS,CO80925 		NONE I FAMILY GRANT 1,500
LEWIS TANNER


8510 WILLOW CREEK CT
FORT WORTH,TX76134 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 300
LUCAS SPARKS


2188 SIMMONS ROAD
TOLLESBORO,KY41189 		NONE I FAMILY GRANT 1,500
MACKLIN JAMIE


2000 E ROGER APT E45
TUCSON,AZ85719 		NONE I FAMILY GRANT 1,701
MARTIN DON


6823 WEEKS ROAD
ROSEPINE,LA70659 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 256
MASON KAREN


4245 COUNTY ROAD 597
FARMERSVILLE,TX75442 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 500
MEGHAN CARLSON


605 CLARA DRIVE
COPPERAS COVE,TX76522 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 400
MEYER STEVEN


1100 S IJAMS STREET
GARRETT,IN46738 		NONE I FAMILY GRANT 4,825
MITCHELL ZACHARY


265 S OLIVER RD
SANDY HOOK,KY41171 		NONE I FAMILY GRANT 2,500
MULHERON ROBERT


848 W AIRPORT ROAD
MENASHA,WI54952 		NONE I FAMILY GRANT 3,500
NANKERVIS TEDDI


10284 CONTIGA WAY
MIAMISBURG,OH45342 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 256
NELSON JACKY


151 SMITH GARAGE ROAD
NATCHITOCHES,LA71457 		NONE I WHEELCHAIR AND ACCESSORIES 2,778

NORTH CREEK PET HOSPITAL

19509 BOTHELL-EVERETT HWY
BOTHELL,WA98012 		N/A NC SERVICE DOG VETERINARY BILLS 612
ORTON CHRIS


1009 N GEORGETOWN ST
ROUND ROCK,TX78664 		NONE I FAMILY GRANT 5,260
PATRICK MOUNT


28 SADDLE CREEK DRIVE
MOUNT BETHEL,PA18343 		NONE I FAMILY GRANT 3,500
PEAD STEVEN


751 S 200 W APT 9-101
AMERICAN FORK,UT84003 		NONE I FAMILY GRANT 5,000
PEREZ CHRIS


929 YALE STREET
FORT WORTH,TX76114 		NONE I FINANCIAL GRANT 241
PEREZ MICHAEL


15750 GOLDFINCH CIRCLE
WEST LAKE,FL33470 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 635

PILCHUCK VETERINARY HOSPITAL

11308 92ND ST SE
SNOHOMISH,WA98290 		N/A NC SERVICE DOG VETERINARY BILLS 1,767
RANDOL ANDREW


5343 NE ELK POINT RD
ELGIN,OK73538 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 505
REED ERNIE


480 EVERGREEN DRIVE
SIERRA VISTA,AZ85635 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 255
REINWALD LEVI


5118 E K STREET
TACOMA,WA98404 		NONE I FAMILY GRANT 2,700
RIECK PAUL


8838 FOSTER LANE
OVERLAND PAK,KS66212 		NONE I FAMILY GRANT 2,500
ROCK JOSHUA


780 ENGLISH OAK CT
WESTERVILLE,OH43081 		NONE I FAMILY GRANT 5,205
RODRIGUEZ JULIAN


2208 RANCH ROAD 620N
AUSTIN,TX78734 		NONE I FAMILY GRANT 3,500
RULAND ROSE


1203 STONEWOOD XING
SUN PRAIRIE,WI53590 		NONE I FAMILY GRANT 3,500
RYNIER DAVID


2687 OLD PHILADELPHIA PIKE APT 1
BIRDINHAND,PA17505 		NONE I FAMILY GRANT 3,500
SCHUMACHER JENNIFER


17706 ANTWERP RD
HARLAN,IN46743 		NONE I FAMILY GRANT 213
SCHUYLER CORY


2239 WHITE SPRINGS ROAD
KNOXVILLE,TN37917 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 255
SEAN CARROLL


6246 DOLORES DRIVE
OAK FOREST,IL60452 		NONE I FAMILY GRANT 3,500

SERVICE DOGS ALABAMA

8365 MOBILE HIGHWAY
HOPE HULL,AL36043 		N/A PC SERVICE DOG 10,000

SERVICE DOGS INC

4925 BELL SPRINGS ROAD
DRIPPING SPRINGS,TX78620 		N/A PC SERVICE DOGS 50,000
SIMPSON DEBBIE


10107 LAKE LOUISE LANE SW
LAKEWOOD,WA98498 		NONE I FAMILY GRANT 2,500
SOLEAU BRANDON


2 MEADOW DRIVE
STATESBORO,GA30461 		NONE I FAMILY GRANT 4,205
SOSA PATRICIO


24238 N TAMM LANE
HARLINGEN,TX78552 		NONE I FAMILY GRANT 5,606
SOUTH JOHN


3338 EAST BEHREND DR
PHOENIX,AZ85050 		NONE I FAMILY GRANT/SERVICE DOG 7,800
SPARKS LUCAS


2188 SIMMONS ROAD
TOLLESBORO,KY41189 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 200

STILLWATER RANCH

8511 COYOTE RUN
LOVELAND,CO80537 		N/A PC SUPPORT EXEMPT PURPOSE 22,000
STUBBS DAN


2421 70 ROAD
VALDOSTA,GA31602 		NONE I FINANCIAL GRANT 1,115

THE ADOPTABLE DOG

106 WARWICK STREET
LONG BEACH,MS39530 		N/A NC SUPPORT FOR DOG TRAINING 3,500

THE MALINOIS FOUNDATION

9441 S UNION FOUNDATION
SANDY,UT84070 		N/A PC SERVICE DOG TRAINING 12,000
TICE ROBERT


2709 STEINBECK WAY
VIRGINIA BEACH,VA23456 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 205

ULTIMATE CANINE

15859 LITTLE EAGLE CREEK AVE
WESTFIELD,IN46074 		N/A NC SERVICE DOG 84,410

VETERAN SPOUSE PROJECT

PO BOX 4216
OAK RIDGE,TN37831 		N/A PC SUPPORT EXEMPT PURPOSE 5,000

VICTORY SERVICE DOGS INC

770 WOOTEN ROAD SUITE 103
COLORADO SPRINGS,CO80915 		N/A PC SUPPORT EXEMPT PURPOSE 8,000
VOGT JIM


2368 JUTE LANE
CASTLE ROCK,CO80109 		NONE I FAMILY GRANT/FUNERAL SERVICES 6,778
WALLET CALVIN


652 COUNTRY RD 4880
FRED,TX77616 		NONE I FUNERAL EXPENSES 2,500

WATERVILLE FIREFIGHTERS RELIEF ASSOC

200 SOUTH 3RD ST
WATERVILLE,MN56096 		N/A NC SUPPORT EXEMPT PURPOSE 10,000

WAWM MONOGRAM CLUB

N24W22587 MEADOWOOD LANE
WAUKESHA,WI53186 		N/A NC SUPPORT FOR VETERAN MEALS 7,500
WEBER JUSTIN


218 NORTH SUNNYSIDE AVE
SOUTH BEND,IN46545 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 205

WHEATLAND DOG CENTER

13650 E 75TH ST S
DERBY,KS67037 		N/A NC SERVICE DOG 9,100
WILSON JAY


N5575 CITY ROAD
HELENVILLE,WI53137 		NONE I FAMILY GRANT 5,000
ZIRKIN THOMAS


8271 MATLOCK AVE
BOISE,ID83714 		NONE I GIFT CARD- FINANCIAL ASSISTANCE 207
Total .................................right arrow 3a 879,944
bApproved for future payment
BEVERLY JACKSON

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,881
CHRISTI BRISTOL

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 298

CUSTOM CANINES SERVICE DOG ACADEMY INC
2310 MUSTANG WAY
MADISON,WI53718 		N/A PC SERVICE DOGS 25,303
DOUGLAS ALLAN BARKER

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 733
GEORGE FRETWELL

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 239
GREGORY MITCHELL

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 274

GUARDIAN SERVICE DOGS
1228 ROYALE DR
COLORADO SPRINGS,CO80910 		N/A PC SERVICE DOGS 77,500
JAY WILSON

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,500
JOHN SOUTH

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 950
JORDAN TRAULSEN

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 2,289
JOSH SWANKIER

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 206
JOSHUA ROCK

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 340
LINSEY MAE ANDERSON

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 885
PATRICIO SOSA

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 2,000
ROBERT TICE

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 2,111
STEVEN MEYER

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 820
SUSAN HERRERA

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,500
TERRY DUFF

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 172
TIM AZZOLINA

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,000
TONYA ANDREWS

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,186
WILLIAM BERGER

4750 S BILTMORE LN
MADISON,WI53718 		NONE I FINANCIAL ASSISTANCE 1,753
Total ................................. right arrow 3b 122,940
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 41,599  
4 Dividends and interest from securities ....          
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 -45  
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 41,554 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
41,554
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
AMERICAN WARRIOR INITIATIVE INC
 
Employer identification number

47-3566126
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
AMERICAN WARRIOR INITIATIVE INC
  		Employer identification number
47-3566126
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
 
4750 S BILTMORE LANE
 
MADISON, WI53718

$ 115,433


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SELENA STAGNER
300 MEADOWLARK DR
 
RICHARDSON, TX75080

$ 26,200


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
STEPHEN WHIPPLE
585 AMBERIDGE TRAIL NW
 
SANDY SPRINGS, GA30328

$ 18,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
CARRIE GUARRERO
801 FREEMONT STREET EAST 2
 
WATERVILLE, MN56096

$ 14,462


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
KEN PEDERSON
801 ESTELLE DR
 
LACASTER, PA17601

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
KONSTANTINOS LUGRIS
20 PARK PLACE SUITE 802
 
BOSTON, MA02116

$ 5,022


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
AMERICAN WARRIOR INITIATIVE INC
  		Employer identification number
47-3566126
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CAROLYN BRASHER
445 SKOKIE BLVD
 
NORTHBROOK, IL60062

$ 27,058


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
KIM AND ADAM VO
3980 N COLLINS ST
 
ARLINGTON, TX76005

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
VETERANS UNITED FOUNDATION
 
1400 VETERANS UNITED DRIVE
 
COLUMBIA, MO65203

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
AMERICAN WARRIOR INITIATIVE INC
  		Employer identification number

47-3566126
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
AMERICAN WARRIOR INITIATIVE INC
  		Employer identification number

47-3566126
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
AMERICAN WARRIOR INITIATIVE INC
EIN:
47-3566126
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 10,000 0   10,000

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 ExpenditureResponsibilityStmt
Name:
AMERICAN WARRIOR INITIATIVE INC
EIN:
47-3566126
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
DFW CANINES FOR VETS
  		719 BRANDING IRON
GRANBURY,TX76049 		2023-06-14 10,000 SPONSORSHIP OF EVENT 10,000 NONE 06/14/23 2023-06-14 DONATION RECEIPT
DFW CANINES FOR VETS
  		719 BRANDING IRON
GRANBURY,TX76049 		2023-07-06 10,000 SPONSORSHIP OF VETERAN DOG FOR LAST TX EVENT 10,000 NONE 07/06/23 2023-07-06 DONATION RECEIPT
DFW CANINES FOR VETS
  		719 BRANDING IRON
GRANBURY,TX76049 		2023-12-14 10,000 PAID SERVICE DOG COMPANY FOR VETERAN BENNETT 10,000 NONE 12/14/23 2023-12-14 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE.
DFW CANINES FOR VETS
  		719 BRANDING IRON
GRANBURY,TX76049 		2023-12-14 8,000 PAID BILL FOR VETERAN SERVICE DOG TRAINING 8,000 NONE 12/14/23 2023-12-14 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG TRAINING.
DOG TRAINING ELITE
  		451393 BLUE HERON
AFTON,OK74053 		2023-12-22 4,400 SERVICE DOG TRAINING 4,400 NONE 12/22/23 2023-12-22 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG TRAINING.
GENTLE HEARTS DOG EDUCATION
  		9286 W CREOSOTE RAIN DR
MARANA,AZ85653 		2023-06-01 8,000 SERVICE DOG 8,000 NONE 6/1/23 2023-06-01 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG.
INTEGRITY K-9 SERVICE
  		41725 ELM ST SUITE 303
MURRIETA,CA92562 		2023-05-08 24,000 SERVICE DOG 24,000 NONE 05/08/23 2023-05-08 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG.
KLINGSICK INC - DTE - KANSAS CITY
  		1017 SE 6TH ST
LEES SUMMIT,MO64063 		2023-08-24 10,000 SERVICE DOG/VETERINARY BILLS 10,000 NONE 08/24/23 2023-08-24 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG AND VETERINARY BILLS.
NORTH CREEK PET HOSPITAL
  		19509 BOTHELL-EVERETT HWY
BOTHELL,WA98012 		2023-11-10 612 SERVICE DOG VETERINARY BILLS 612 NONE 11/10/23 2023-11-10 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE VETERINARY BILLS.
PILCHUCK VETERINARY HOSPITAL
  		11308 92ND ST SE
SNOHOMISH,WA98290 		2023-11-10 1,767 SERVICE DOG VETERINARY BILLS 1,767 NONE 11/10/23 2023-11-10 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE VETERINARY BILLS.
ULTIMATE CANINE
  		15859 LITTLE EAGLE CREEK AVE
WESTFIELD,IN46074 		2023-04-06 21,021 SERVICE DOG 21,021 NONE 04/06/23 2023-04-06 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG.
ULTIMATE CANINE
  		15859 LITTLE EAGLE CREEK AVE
WESTFIELD,IN46074 		2023-09-19 63,389 SERVICE DOG 63,389 NONE 09/19/23 2023-09-19 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG.
WAWM MONOGRAM CLUB
  		N24W22587 MEADOWOOD LANE
WAUKESHA,WI53186 		2023-04-06 7,500 DONATION FOR VETERAN MEALS 7,500 NONE 04/06/23 2023-04-06 DONATION RECEIPT
WHEATLAND DOG CENTER
  		13650 E 75TH ST S
DERBY,KS67037 		2023-06-01 9,100 SERVICE DOG 9,100 NONE 06/01/23 2023-06-01 THE GRANT WAS MADE AFTER RECEIVING AN INVOICE FOR THE SERVICE DOG.
WATERVILLE FIREFIGHTERS RELIEF ASSOC
  		200 SOUTH 3RD ST
WATERVILLE,MN56096 		2023-08-24 10,000 SUPPORT OF EXEMPT PURPOSE 10,000 NONE 8/24/23 2023-08-24 DONATION RECEIPT
THE ADOPTABLE DOG
  		106 WARWICK STREET
LONG BEACH,MS39530 		2023-09-28 3,500 SUPPORT FOR DOG TRAINING 3,500 NONE 9/28/23 2023-09-28 DONATION RECEIPT ACKNOWLEDGING SUPPORT FOR DOG TRAINING

TY 2023 OtherExpensesSchedule
Name:
AMERICAN WARRIOR INITIATIVE INC
EIN:
47-3566126
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES AND SERVICE CHARGES 9,822 0   9,822


TY 2023 SubstantialContributorsSch
Name:
AMERICAN WARRIOR INITIATIVE INC
EIN:
47-3566126
Name Address
FAIRWAY INDEPENDENT MORTGAGE CORPORATION
  		4750 S BILTMORE LANE
MADISON,WI53718


TY 2023 TaxesSchedule
Name:
AMERICAN WARRIOR INITIATIVE INC
EIN:
47-3566126
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES ON NET INVESTMENT INCOME 123 0   0