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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE JORDAN FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEDINA, WA98039
A Employer identification number

61-1437127
B Telephone number (see instructions)

(425) 829-1121
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$10,043,904J 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) 8,921
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 176,345 176,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,055
b Gross sales price for all assets on line 6a 387,962
7 Capital gain net income (from Part IV, line 2)... 52,055
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........ 237,321 228,400  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 140,000 65,641   74,359
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 19,104     19,104
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,436     2,436
c Other professional fees (attach schedule)....        
17 Interest............... 320      
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
17,881     10,795
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
4,155     3,921
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 183,896 65,641   110,615
25 Contributions, gifts, grants paid....... 310,336 310,336
26 Total expenses and disbursements. Add lines 24 and 25 494,232 65,641   420,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -256,911
b Net investment income (if negative, enter -0-) 162,759
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 78,835 160,205 160,205
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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.......... 7,200 4,826 4,826
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,737,405 Click to see attachment
List of Attached Documents:
// Content
2,401,498 		9,804,230
c Investments—corporate bonds (attach schedule)....... 72,889 Click to see attachment
List of Attached Documents:
// Content
72,889 		74,643
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 arrow2,410
Less: accumulated depreciation (attach schedule) right arrow2,410      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,896,329 2,639,418 10,043,904
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
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........ 2,896,329 2,639,418
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)..... 2,896,329 2,639,418
30 Total liabilities and net assets/fund balances (see instructions). 2,896,329 2,639,418
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
2,896,329
2
Enter amount from Part I, line 27a .....................
2
-256,911
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,639,418
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,639,418
Form 990-PF (2024)
Form 990-PF (2024)
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 200 SHS UNILEVER PLC P 2011-08-11 2024-04-04
b 200 SHS UNILEVER PLC P 2011-08-11 2024-04-10
c 500 SHS UNILEVER PLC P 2011-08-11 2024-07-25
d 500 SHS MEDTRONIC PLC P 2015-01-27 2024-11-15
e 400 SHS MEDTRONIC PLC P 2015-01-27 2024-11-15
100 SHS MEDTRONIC PLC P 2015-01-27 2024-11-15
500 SHS MEDTRONIC PLC P 2015-01-27 2024-11-19
500 SHS MEDTRONIC PLC P 2015-01-27 2024-11-19
500 SHS MEDTRONIC PLC P 2015-01-27 2024-11-21
500 SHS MEDTRONIC PLC P 2015-01-27 2024-11-22
500 SHS MEDTRONIC PLC P 2015-01-27 2024-12-24
500 SHS MEDTRONIC PLC P 2015-01-27 2024-12-30
(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 9,762   6,202 3,560
b 9,556   6,201 3,355
c 29,546   15,704 13,842
d 43,685   38,475 5,210
e 34,983   30,780 4,203
8,725   7,695 1,030
42,784   38,475 4,309
42,894   38,475 4,419
42,444   38,475 3,969
43,090   38,475 4,615
40,699   38,475 2,224
39,794   38,475 1,319
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       3,560
b       3,355
c       13,842
d       5,210
e       4,203
      1,030
      4,309
      4,419
      3,969
      4,615
      2,224
      1,319
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 52,055
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 2,262
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  
3 Add lines 1 and 2........................... 3 2,262
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,262
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,826
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,826
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,564
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,564 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 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 2024 or the taxable year beginning in 2024? 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 arrowJORDANFUND.ORG
14
The books are in care ofright arrowHUAI-JIN CHONG Telephone no.right arrow (425) 829-1121

Located atright arrow15213 SOUTH 43RD PLACEPHOENIXAZ ZIP+4right arrow85044
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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 2024? .............
1d
 
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN OLERUD PRESIDENT
1.00 		0 0 0
2308 140TH WAY SE
BELLEVUE,WA98039
KELLY OLERUD VP
1.00 		0 0 0
2308 140TH WAY SE
BELLEVUE,WA98039
HUAI-JIN CHONG SECRETARY
40.00 		140,000 0 0
15213 S 43RD PL
PHOENIX,AZ85044
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  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
9,971,439
b
Average of monthly cash balances.......................
1b
106,990
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,078,429
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
10,078,429
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
151,176
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,927,253
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
496,363
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
496,363
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,262
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,262
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
494,101
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
494,101
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
494,101
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
420,951
b
Program-related investments—total from Part VIII-B..................
1b
 
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
420,951
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 494,101
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 309,207
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 420,951
a Applied to 2023, but not more than line 2a 309,207
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 111,744
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		382,357
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HUAI-JIN CHONG
PO BOX 606
MEDINA,WA98039
(425) 829-1121
bThe form in which applications should be submitted and information and materials they should include:
EMAIL FORMAT REGARDING SPECIAL NEEDS
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2024)
Form 990-PF (2024)
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
A FARM LESS ORDINARY


17281 SIMMONS ROAD
PURCELLVILLE,VA20132 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
A KID AGAIN


777-G DEARBORN PARK LANE
COLUMBUS,OH43085 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
AARIV CHAMPANERI


1855 NW SIERRA WAY
CAMAS,WA98607 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
ADIRA LOPEZ


22433 NE MARKETPLACE DR
APT F1039
REDMOND,WA98053 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,500
ADVAIT MORE


4850 156TH AVE NE
APT 125
REDMOND,WA98052 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 750
AITANA ROMERO


5 BARBARA CIR
MASSAPEQUA,NY11758 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
AMELIA DWINELL


12305 E 27TH AVE
SPOKANE,WA99216 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 450
ARANYO NEEL


14705 30TH AVE NE
SHORELINE,WA98155 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
ARYA GIRIDHARAN


15115 NE WOODLAND PLACE
WOODINVILLE,WA98072 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
ASHLEY HOUSE


33811 9TH AVE SOUTH
FEDERAL WAY,WA98003 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
AUSOME CUTZ


5138 CHANCELLOR ST
PHILADELPHIA,PA19139 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
BEATS


1704 WINSTON COURT
WOODSTOCK,GA30189 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OR ORG 1,000
BORN DANCING


812 WEST 181ST ST 36
NEW YORK,NY10033 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
BOYER CHILDREN'S CLINIC


1850 BOYER AVE E
SEATTLE,WA98112 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 3,600
BRIDGE MINISTRIES


12356 NORTHUP WAY SUITE 1
BELLEVUE,WA98005 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 3,000
CAMILA CARRILLO


2217 NE THISTLE CT
POULSBO,WA98370 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 720
CAMP ATTITUDE


PO BOX 207
FOSTER,OR97345 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,500
CAMP CIRCLE STAR


414 WILDBRIER DR
BALLWIN,MO63011 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,500
CAMP KOREY


24880 BROTHERHOOD RD
MOUNT VERNON,WA98274 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
CAMP RISE ABOVE


PO BOX 31295
CHARLESTON,SC29417 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
CAMP WOODRICH


7728 1ST AVE NE
SEATTLE,WA98115 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
CAN DO CANINES


9440 SCIENCE CENTER DRIVE
NEW HOPE,MN55428 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
CAPERNAUM GREATER SEATTLE


PO BOX 55998
SEATTLE,WA98155 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 7,500
CAPERNAUM NORTHLAKE


16625 REDMOND WAY STE M
PMB 186
REDMOND,WA98052 		  501(C)(3) TP PROMOTE GENERAL PURPOSE OF ORG 7,500
CAPERNAUM NORTHSHORE


10500 BEARDSLEE BLVD 108
BOTHELL,WA98041 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 7,500
CAPPER FOUNDATION


3500 SW 10TH AVE
TOPEKA,KS66604 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
CARMEL HARTMAN


14120 NE 183RD ST UNIT 41
WOODINVILLE,WA98072 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 3,000
CCI


2965 DUTTON AVE
SANTA ROSA,CA95407 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,000
CECO


931 S SEMORAN BLVD 220
WINTER PARK,FL32792 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
CHANCE 2 DANCE


540 S MAITLAND AVE
MAITLAND,FL32751 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
CHILDSTRIVE


906 SE EVERETT MALL WAY
STE 200
EVERETT,WA98208 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
CHLOE WONG


6910 16TH AVE
BROOKLYN,NY11204 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 2,700
CRITTER BARN


2950 80TH AVE
ZEELAND,MI49464 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
DAGIM BEYEN


27603 221ST AVE SE
MAPLE VALLEY,WA98038 		NONE   TP ASSIST FAMILY OF SPECIAL NEEDS CH 15,000
DANIEL'S MUSIC FOUNDATION


1595 LEXINGTON AVE
2ND FLR
NEW YORK,NY10029 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,500
DANIEL'S PLACE


113 W MAIN ST
NORTH MANCHESTER,IN46962 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
DBDDCT


260 EASTERN PARKWAY
BROOKLYN,NY11225 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
DOWN SYNDROME CENTER OF PS


4746 11TH AVE NE STE 102
SEATTLE,WA98105 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
DYLAN MCCOY


13027 8TH AVE W H101
EVERETT,WA98204 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
EMILIEE REESE


2084 DIANE CT
FERNDALE,WA98248 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 3,000
EMMA BAILEY


1150 10TH AVE NE UNIT 327
ISSAQUAH,WA98029 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 4,000
EMPOWERING STRIDES


13525 LOST LAKE RD
SNOHOMISH,WA98296 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
ETHAN FEIDER


8328 OLMSTEAD PL SE
PO BOX 1344
SNOQUALMIE,WA98296 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
EVAN FRANZ


10813 37TH AVE SE
EVERETT,WA98208 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
FAST FEET RUNNING AND ATHLETICS INC


184 DRIGGS AVE 4L
BROOKLYN,NY11222 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
FRIENDSHIP CIRCLE OF WA


2737 77TH AVE SE
STE 101
MERCER ISLAND,WA98040 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
GIDEON ISCHE


8525 LOWELL LARIMER RD
EVERETT,WA98208 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 400
GREENTRIKE


1501 PACIFIC AVE
STE 202
TACOMA,WA98402 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
HAND IN HAND


3860 MIDDLE ROAD
BETTENDORF,IA52722 		  501(C)(3) TO PROMOTE GENERAL PUPOSE OF ORG 1,000
HERITAGE CHRISTIAN SERVICES


275 KENNETH DRIVE SUITE 1
ROCHESTER,NY14623 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 4,750
HOLLY RIDGE CENTER


5112 NW TAYLOR RD
BREMERTON,WA98312 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
HOME OF THE INNOCENTS


1100 E MARKET ST
LOUISVILLE,KY40206 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
IMMANUEL SCHOOLS


1128 S REED AVE
REEDLEY,CA93654 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
ISAAC CHILDERS


8121 236TH ST SW APT S101
EDMONDS,WA98026 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,176
JALISA O'CAIN


17210 139TH AVE E
PUYALLUP,WA98374 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 23,000
JEDIDIAH STIGER


13617 117TH AVE NE
KIRKLAND,WA98034 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 2,500
JENNY SWITLYK


153 CHAUCER DR
BERKELEY HEIGHTS,NJ07922 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
JILL'S HOUSE


9011 LEESBURG PIKE
VIENNA,VA22182 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,000
JONI FRIENDS


PO BOX 3333
AGUORA HILLS,CA91376 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
KINDERING CENTER


16120 NE EIGHTH STREET
BELLEVUE,WA98008 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,000
LIFE ROLLS ON


P O BOX 45770
LOS ANGELES,CA90045 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,000
LITTLE BIT THERAPEUTIC


18675 NE 106TH ST
REDMOND,WA98052 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 16,000
LOGAN NIEMAN


9304 NE 47TH ROAD
VANCOUVER,WA98665 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 800
MADELYN PARKS


2516 S 11TH CT
RIDGEFIELD,WA98642 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
MADHAV TANNERI


21024 NE 36TH ST
SAMMAMISH,WA98074 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 350
MANE SOLUTIONS


312 FIVE FORKS RD
ANDERSON,SC29621 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
MARIAM ALMATROUK


27777 N BLACK CANYON HWY
UNIT 1145
PHOENIX,AZ85085 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 7,000
MARY BRIDGE CHILDREN'S


PO BOX 5296
TACOMA,WA98415 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
MIA QUINTERO


451 4TH AVE S APT 204
KIRKLAND,WA98033 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 700
MT HOOD KIWANIS CAMP


10725 SW BARBUR BLVD
STE 50
PORTLAND,OR97219 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
NEW HAVEN BALLET


800 VILLAGE WALK BOX 204
GUILFORD,CT06437 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
NICHOLAS O'BRIEN


100 10TH ST NE APT C101
LONG BEACH,WA98631 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 240
NORTHWEST CENTER EARLY SUPPORTS


1119 SW 7TH ST
RENTON,WA98057 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
NORTHWEST'S CHILD


1823 N 85TH STREET
SEATTLE,WA98103 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
OUTDOORS FOR ALL


6344 NE 74TH ST
STE 201
SEATTLE,WA98115 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 10,000
PATTISON'S ACADEMY


721 WAPPOO RD
CHARLESTON,SC29407 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
PROSPECTOR


25 PROSPECT STREET
RIDGEFIELD,CT06877 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
QUEST


1509 EAST COLONIAL DRIVE
STE 300
ORLANDO,FL32803 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
RAD CAMP


199 TECHNOLOGY DR 100
IRVINE,CA92618 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
RAY GRAHAM ASSOCIATION


901 WARRENVILLE ROAD
STE 500
LISLE,IL60532 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
REHABILITATION CENTER


1306 GARBRY ROAD
PIQUA,OH45356 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
RIAAN YELLAMRAJU


15301 NE 10TH ST
APT D109
BELLEVUE,WA98007 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS SH 500
RIVER CITY INCLUSIVE GYM


11248 PATTERSON AVE
HENRICO,VA23238 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
ROSALIE MURREY MEMORIAL FOUNDATION


10403 N HAVAHO DR
SPOKANE,WA99208 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
RUNWAY OF DREAMS


PO BOX 673
25 W NORTHFIELD ROAD
LIVINGSTON,NJ07039 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,500
RYLEIGH MOFFETT


8325 178TH PL NE
ARLINGTON,WA98223 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 700
SEATTLE ADAPTIVE SPORTS


1125 12TH AVE 137
SEATTLE,WA98122 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,500
SEATTLE CHILDREN'S HOSPITAL FOUNDAT


818-F PO BOX 5371
SEATTLE,WA98145 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
SEATTLE CHILDREN'S PLAYGARDEN


1745 24TH AVE S
SEATTLE,WA98144 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 6,000
SHERWOOD COMM SERVICES


402 91ST AVE NE
LAKE STEVENS,WA98258 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
SHORE DAYS


1628 WOODFERN DR
HOMEWOOD,AL35209 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
SMILE MASS


66 DUDLEY RD
SUDBURY,MA01776 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
SOULUMINATION


6200 SAND POINT WAY NE
STE 101-B
SEATTLE,WA98115 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,500
SPARC


320 PACIFIC PLACE
MOUNT VERNON,WA98273 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
SPARC INC


40 TRIANGLE CENTER
STE 205
YORKTOWN HEIGHTS,NY10598 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
ST MARY'S HOSPITAL


29-01 216TH STREET
BAYSIDE,NY11360 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
STEPS TODDLER LEARNING CTR


PO BOX 633
OAK HARBOR,WA98277 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
STEVEN OLIVER


3318 185TH PL NE G301
ARLINGTON,WA98223 		NONE   TO ASSIST FAMILY OF SPECIAL NEEDS CH 1,000
SUMMIT COMMUNITY CENTER


1830 BROADWAY SUITE 102C
SEATTLE,WA98122 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
THE AUTISM COMMUNITY IN ACTION


17752 SKY PARK CIRCLE
STE 140
IRVINE,CA92614 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,000
THE AUTISM NATION


21045 N 9TH PLACE SUITE 2
PHOENIX,AZ85024 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 5,000
THE CENTER FOR COURAGEOUS KIDS


1501 BURNLEY ROAD
SCOTTSVILLE,KY42164 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 3,000
THE RED BARN


2722 BAILEY ROAD
LEEDS,AL35094 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 1,500
TIM TEBOW FOUNDATION


6400 108TH AVE NE
KIRKLAND,WA98033 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 6,000
TUCKER'S HOUSE


PO BOX 682086
FRANKLIN,TN37068 		  501(C)(3) TO PROMOTE GENERAL PURPOSE OF ORG 2,000
Total .................................right arrow 3a 310,336
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....     14 176,345  
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 52,055  
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) ..   228,400  
13Total. Add line 12, columns (b), (d), and (e)..................
13
228,400
(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 (2024)
Form 990-PF (2024)
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?
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Form 990-PF (2024)
Additional Data


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Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 2,436     2,436

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TY 2024 DepreciationSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE FURNITURE 2007-05-02 656 656 200DB 7.0000        
COMPUTER 2011-05-02 1,754 1,754 200DB 5.0000        

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES IBOXX INVESTOP BD FD 21,695 21,368
ISHARES TR BARCLAYS TIPS BD FD 51,194 53,275

TY 2024 InvestmentsCorpStockSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Name of Stock End of Year Book Value End of Year Fair Market Value
CHEVRON CORPORATION 284,996 434,520
ELI LILLY & COMPANY 108,027 2,316,000
JOHNSON & JOHNSON 149,730 361,550
JPMORGAN CHASE & CO 35,429 239,710
MEDTRONIC INC 134,663 139,790
NIKE 2,100 7,567
PFIZER INCORPORATED 125,257 159,180
PROCTOR & GAMBLE 64,306 200,342
RAYTHEON COMPANY NEW 76,166 316,378
UNILEVER N V NY SHS NEWF 50,922 90,720
UNITED PARCEL SERVICE B 66,418 126,100
VIATRIS INC. 6,865 9,263
SPDR DOW JONES INDL AVG 726,787 2,765,750
S P D R S&P 500 ETF 569,832 2,637,360

TY 2024 LandEtcSchedule2
Name:
THE JORDAN FUND
EIN:
61-1437127
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
EQUIPMENT 2,410 2,410    


TY 2024 OtherExpensesSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
BANK FEE 68     68
PAYROLL PROCESS FEE 788     788
PROMOTIONS 3,065     3,065
PENALTIES 234      


TY 2024 TaxesSchedule
Name:
THE JORDAN FUND
EIN:
61-1437127
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 10,710     10,710
INCOME TAX 7,086      
LICENSES 85     85