2023-11-15T10:21:51-06:00 2022-12-31 420714325 RSM US LLP 201 FIRST ST SE STE 800 CEDAR RAPIDS IA 524011425 990 2022-01-01 820557271 THE WFG FOUNDATION INC WFGF 7704539300 6400 C ST SW CEDAR RAPIDS IA 52249 CARYL P SHEPHERD TREASURER 7704539300 2023-11-14 1 CARYL SHEPHERD XXX-XX-XXXX 0 SHAWNA HULS P01315330 3192985333 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X SUSAN DAVIES 6400 C ST SW CEDAR RAPIDS IA 52249 672402 0 X N/A X 2002 GA ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 7 7 0 20 0 0 191913 643744 0 0 25235 24458 0 -490 217148 667712 850308 240907 0 0 0 0 0 0 0 255608 103835 1105916 344742 -888768 322970 1517968 1313179 727329 354905 790639 958274 ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS, PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES, AND FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 0 0 240907 240907 FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 240907 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 GA X ALEX HAWES 7704539300 6400 C ST SW CEDAR RAPIDS IA 52249 X SUSAN E DAVIES PRESIDENT 6.00 X X 0 0 0 JUN DELA CRUZ DIRECTOR 0.30 X 0 0 0 SUNNY HUANG DIRECTOR 0.30 X 0 0 0 JUAN JAIME DIRECTOR 0.30 X 0 0 0 KIMME LE DIRECTOR 0.30 X 0 0 0 BRIAN LOISEAU DIRECTOR 0.30 X 0 0 0 PENNEY N OOI DIRECTOR 0.30 X 0 0 0 BRIAN BEITZEL VICE PRESIDENT 0.50 X 0 0 0 TIM SMITH SECRETARY 0.50 X 0 0 0 CARYL P SHEPHERD TREASURER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 487640 156104 643744 24458 24458 4200 4690 -490 -490 667712 0 0 23968 240907 240907 8675 8675 GIFT ANNUITY PAYMENTS 88692 88692 BANK CHARGES 5338 5338 LICENSES & PERMITS 1130 1130 344742 240907 103835 0 375702 389006 18 6275 1142248 917898 1517968 1313179 727329 354905 727329 354905 X 0 0 0 0 790639 958274 790639 958274 1517968 1313179 X 322970 -205655 50320 X 0 0 0 X 234480 188098 1042603 191913 643744 2300838 234480 188098 1042603 191913 643744 2300838 1309710 991128 32358 32435 19548 25235 24458 134034 2434872 85477 0.40710 0.45040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ANNUITY OBLIGATIONS 354905 354905 1 AID TO CHILDREN WITHOUT PARENTS INC 1191 PUSATERI WAY CHICAGO CA 95121 770180169 501(C)(3) 17500 0 HELP DISADVANTAGED CHILDREN TO BECOME SELF-SUFFICIENT SOUTHEAST COMMUNITY OUTREACH (SECOR) 16965 PINE LANE PARKER CO 80134 204226894 501(C)(3) 10090 0 FOOD BANKS, FOOD PANTRIES INTERNATIONAL CHILDREN ASSISTANCE NETWORK 532 VALLEY WAY MILPITAS CA 95035 770541211 501(C)(3) 9750 0 INTERNATIONAL DEVELOPMENT AND DISASTER RELIEF AMERICAN RED CROSS 2005 LAKEWOOD DR BOONE IA 50036 530196605 501(C)(3) 75000 0 DISASTER RELIEF FIRST TEE - METRO ATLANTA 1053 CASCADE CIR SW ATLANTA GA 30311 582414794 501(C)(3) 54355 0 PROMOTE CHARACTER DEVELOPMENT OF YOUTH THROUGH GOLF SIX FEET ABOVE 37388 STELLAR VIEW AVE MURRIETA CA 92563 870866807 501(C)(3) 25050 0 VETERAN SUICIDE PREVENTION JUSTIN WREN FOUNDATION 13208 MAYBERRY PLACE OKLAHOMA CITY OK 73156 825016522 501(C)(3) 24786 0 COMMUNITY SUPPORT IN UGANDA CHINESE CULTURAL SCHOOL OF ATLANTA 5816 COUNTY CT BUFORD GA 30518 582255967 501(C)(3) 5600 0 MANDARIN LANGUAGE AND CULTURAL EDUCATION ABANDONED LITTLE ANGELS 10700 RICHMOND AVE 224 HOUSTON TX 77042 030432991 501(C)(3) 11816 0 SUPPORT FOR ORPHANS, DISADVANTAGED AND DISABLED CHILDREN 9 0 PART I, LINE 2: WFG AGENTS SEND IN AN APPLICATION FORM TO APPLY FOR MATCHING GRANTS OF THEIR DONATION TO A SPECIFIC CHARITY. THE WFG FOUNDATION REVIEWS THE REQUEST AND VERIFIES THE POTENTIAL RECIPIENT IS A 501(C)(3) CHARITY. THE BOARD OF DIRECTORS THEN REVIEWS EACH REQUEST AND VOTES ON WHETHER TO ACCEPT OR DENY EACH REQUEST. FORM 990, PART VI, SECTION A, LINE 2 (1) SUSAN H DAVIES, PRESIDENT, JUN DELA CRUZ, DIRECTOR, SUNNY HUANG, DIRECTOR, JUAN JAIME, DIRECTOR, KIMME LE, DIRECTOR, BRIAN LOISEAU, DIRECTOR, PENNEY N. OOI, DIRECTOR, BRIAN BEITZEL, VICE PRESIDENT, TIM SMITH, SECRETARY, AND CARYL P. SHEPHERD, TREASURER, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. THE BOARD PRESIDENT AND BOARD TREASURER ARE PROVIDED WITH A COPY AND REVIEW THE FORM 990 WITH THE INTERNAL ACCOUNTANT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 NO GOVERNING DOCUMENTS, INTERNAL POLICIES, OR FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ANNUITY OBLIGATIONS ADJUSTMENT 50,320. WORLD FINANCIAL GROUP INC 11315 JOHNS CREEK PARKWAY DULUTH GA 30097 421518386 MARKETING DE N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0