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STEWARDSHIP FOUNDATION C D A B & W T WEYERHAEUSER TTEES: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STEWARDSHIP FOUNDATION C D A B & W T WEYERHAEUSER TTEES (EIN 91-6020515)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-12
IRS object ID
202503169349100625
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-12T08:39:31-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410445819PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY COUNSELLING INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1278AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984011278ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916020515EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEWARDSHIP FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTEWBusinessNameControlTxt
Phone2532728336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1278AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984011278ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM T WEYERHAEUSERPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone2532728336PhoneNum
Signature2025-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS HONGPreparerPersonNm
PTINP01249570PTIN
Phone2532728336PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$135,246,972FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$160,454InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94,588InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,231,350DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,228,198DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$835,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,478,322GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$416,721CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10,219OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$64,791OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,237,322TotalRevAndExpnssAmt
Total Net Invst Incm$1,674,716TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$286,550CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$286,550CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$364,156OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$364,156OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$195,574PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$195,574PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$366,302AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$34,031AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$330,770AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$234,585OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$215,713OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,872OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$64,128TaxesRevAndExpnssAmt
Taxes Net Invst Incm$50,068TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$105,505OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$105,505OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$73,972TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$73,972TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$66,453OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$66,453OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,757,225TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$299,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,441,852TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,528,829ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,528,829ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,286,054TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$299,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,970,681TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,048,732ExcessRevenueOverExpensesAmt
Net Investment Income$1,374,904NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,101,731SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$312,195SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$312,195SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$719AcctRcvblAmt
Acct Rcvbl EOY$719AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$719AcctRcvblEOYFMVAmt
Corporate Stock BOY$41,111,156CorporateStockBOYAmt
Corporate Stock EOY$35,222,992CorporateStockEOYAmt
Corporate Stock EOYFMV$54,267,368CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,346,993CorporateBondsBOYAmt
Corporate Bonds EOY$8,257,892CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,280,713CorporateBondsEOYFMVAmt
Other Investments BOY$44,495,829OtherInvestmentsBOYAmt
Other Investments EOY$53,269,817OtherInvestmentsEOYAmt
Other Investments EOYFMV$72,385,977OtherInvestmentsEOYFMVAmt
Total Assets BOY$99,055,709TotalAssetsBOYAmt
Total Assets EOY$97,063,615TotalAssetsEOYAmt
Total Assets EOYFMV$135,246,972TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$99,055,709CapitalStockBOYAmt
Capital Stock EOY$97,063,615CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$99,055,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$97,063,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$99,055,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$97,063,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$99,055,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,048,732ExcessRevenueOverExpensesAmt
Other Increases$3,056,638OtherIncreasesAmt
Subtotal$97,063,615SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$97,063,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
INVESTMENT PARTNERSHIPS$179,718$179,718$179,718
INVESTMENT PARTNERSHIPS$571,810$571,810$571,810
CAPITAL GAIN DISTRIBUTIONS$29,134$29,134$29,134
SALES OF MARKETABLE SECURITIES$9,343,186$852,007$852,007$8,491,179
SALES OF MARKETABLE SECURITIES$12,354,474-$1,213,769-$1,213,769$13,568,243
NEW ENTERPRISE ASSOCIATES IX - FINAL-$2,179-$2,179$2,179
FieldValueIRS element (for citing)
Capital Gain Net Income$416,721CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,111InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,111SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$105,159EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$105,160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$86,049OverpaymentAmt
Applied To ES Tax$86,049AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.STEWARDSHIPFDN.ORGWebsiteAddressTxt
Individual With BooksFIDUCIARY COUNSELLING INCIndividualWithBooksNm
Phone2532728336PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1278AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984011278ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM T WEYERHAEUSER
PO BOX 1278TACOMAWA98401DIRECTOR, CHAIR3.00$0$0$0
GAIL T WEYERHAEUSER
PO BOX 1278TACOMAWA98401DIRECTOR, VICE-CHAIR, TREASURER1.00$0$0$0
JON BEIGHLE
PO BOX 1278TACOMAWA98401PRESIDENT40.00$179,788$108,470$10,208
ANDREA P COOK
PO BOX 1278TACOMAWA98401DIRECTOR1.00$10,000$0$1,787
CYNTHIA WILSON EDWARDS
PO BOX 1278TACOMAWA98401DIRECTOR1.00$10,000$0$4,015
CHRISTOPHER P HERINK
PO BOX 1278TACOMAWA98401DIRECTOR1.00$10,000$0$180
BENJAMIN WEYERHAEUSER
PO BOX 1278TACOMAWA98401DIRECTOR1.00$0$0$1,149
ANDRIA SKORNIK
PO BOX 1278TACOMAWA98401DIRECTOR1.00$0$0$0
JASON BOSH
PO BOX 1278TACOMAWA98401DIRECTOR1.00$0$0$0
TODD SILVER
PO BOX 1278TACOMAWA98401DIRECTOR1.00$0$0$0
CARY PAINE
PO BOX 1278TACOMAWA98401FORMER PRESIDENT40.00$66,762$65,549$10,638
LINDA RANZ
PO BOX 1278TACOMAWA98401DIRECTOR1.00$10,000$0$793
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
FIDUCIARY COUNSELLING INC
P O BOX 1278TACOMAWA984011278ACCOUNTING & TAX SERVICES$366,302
BMO WEALTH MANAGEMENT
4380 SW MACADAM AVEPORTLANDOR972396407INVESTMENT ADVISOR$103,275
BNY MELLON
201 WASHINGTON ST STE 024-0032BOSTONMA02108CUSTODIAL SERVICES$34,001
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$69,228,431AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,518,440AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$60,473,218FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$133,220,089TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$133,220,089AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,998,301CashDeemedCharitableAmt
Net Vl Noncharitable Assets$131,221,788NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,561,089MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,561,089MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,111TaxBasedOnInvestmentIncomeAmt
Total Tax$19,111TotalTaxAmt
Distributable Before Adj$6,541,978DistributableBeforeAdjAmt
Recoveries Qualfied Distri$3,683RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,545,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,545,661DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,970,681ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,970,681QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,545,661DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,262,699ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$157,865ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$416,767ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$883,881ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,721,212TotalExcessDistributionCyovAmt
Qualifying Distributions$6,970,681QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,545,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$425,020RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,146,232TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,262,699ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,883,533ExcessDistriCyovToNextYrAmt
Excess From Year4$157,865ExcessFromYear4Amt
Excess From Year2$416,767ExcessFromYear2Amt
Excess From Year1$883,881ExcessFromYear1Amt
Excess From Current Year$425,020ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM T WEYERHAEUSERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJON BEIGHLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1278AddressLine1Txt
CityTACOMACityNm
State AbbreviationWAStateAbbreviationCd
ZIP984011278ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2536201340RecipientPhoneNum
Form And Info And MaterialsPOTENTIAL GRANTEES THAT ARE QUALIFIED SECTION 501(C)(3) CHARITABLE ORGANIZATIONS MUST SUBMIT A LETTER OF INQUIRY THAT INCLUDES THE FOLLOWING: CONTACT INFORMATION, DESCRIPTION OF ORGANIZATION AND NATURE OF WORK, STATEMENT OF THE ISSUE TO BE ADDRESSED, TIMEFRAME OF PROPOSED PROJECT, ONE-PAGE PROPOSED PROJECT BUDGET, AND IRS 501(C)(3) LETTER OF DETERMINATION. THERE ARE NO DEADLINES FOR SUBMITTING LETTERS OF INQUIRY. WITHIN 30 DAYS OF SUBMITTING A LETTER OF INQUIRY, THE ORGANIZATION WILL BE NOTIFIED WHETHER IT IS INVITED TO SUBMIT A FULL PROPOSAL/APPLICATION. ORGANIZATIONS THAT HAVE RECEIVED A GRANT FROM THE STEWARDSHIP FOUNDATION WITHIN THE PAST THREE YEARS MAY ALSO SUBMIT A FULL PROPOSAL/APPLICATION. ORGANIZATIONS MAY APPROACH THE FOUNDATION ONCE PER YEAR.FormAndInfoAndMaterialsTxt
Submission DeadlinesLETTER OF INQUIRY DEADLINE: NONE APPLICATIONS/PROPOSAL DEADLINE(S): 1/1, 4/1, 7/1, AND 10/1SubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE GENERALLY LIMITED TO 10% OF TOTAL OPERATING REVENUE. GRANTS ARE MADE TO ORGANIZATIONS AND PROJECTS THAT ADDRESS THE FOLLOWING THEMES: LEADERSHIP, POVERTY, JUSTICE AND RECONCILIATION, FAITH AND DISCIPLESHIP, CHILDREN AT RISK. CURRENTLY THE FOUNDATION DOES NOT FUND: INDIVIDUALS FOR SCHOLARSHIPS OR FELLOWSHIPS, ENDOWMENTS, DEBT REDUCTION, EMERGENCY DISASTER RELIEF, MISSIONARY SENDING, LOBBYING OR INFLUENCING ELECTIONS OR LEGISLATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFRICAN ROAD INC
13500 SW 72ND AVE SUITE 205TIGARDOR97223NONEPCID KITS & BATWA EMPOWERMENT FOR INDIGENOUS PEOPLE IN BURUNDI$60,000
AGROS INTERNATIONAL
2221 4TH AVE SUITE 200SEATTLEWA98121NONEPCUNRESTRICTED SUPPORT$70,000
ALLIANCE FOR CHILDREN EVERYWHERE
PO BOX 1658RIDGEFIELDWA98642NONEPCFAMILY BASED CARE FOR VULNERABLE CHILDREN$40,000
ALPHA USA
PO BOX 7491CAROL STREAMIL601977491NONEPCUNRESTRICTED SUPPORT$75,000
ASSOCIATION FOR A MORE JUST SOCIETY-US
PO BOX 888631GRAND RAPIDSMI49588NONEPCPREPARATION OF LEADERS TO SHAPE THE FUTURE$70,000
BARBARA JEAN BROWN FOUNDATION
PO BOX 5373TACOMAWA98415NONEPC2024 OPERATION LONGTHRUST SUMMER PROGRAM (DISCRETIONARY)$6,000
BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVE NEGRAND RAPIDSMI49503NONEPCSANCTUARY MODEL TRAUMA-RESPONSIVE TRAINING$30,000
BOYS AND GIRLS CLUBS OF SOUTH PUGET SOUND
3875 SOUTH 66TH STREETTACOMAWA98409NONEPCUNRESTRICTED SUPPORT$50,000
CAPABLE
1934 MERIDIAN BLVDMAMMOTH LAKESCA93546NONEPCUNRESTRICTED SUPPORT$20,000
CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
1323 SOUTH YAKIMA AVETACOMAWA984054457NONEPCPROMOTING SPIRITUAL CONNECTIONS IN EMERGENCY SHELTERS$30,000
CATHOLIC COMMUNITY SERVICES OF WESTERN WASHINGTON
1323 SOUTH YAKIMA AVETACOMAWA984054457NONEPCHONORING CATHOLIC COMMUNITY SERVICES' DEPENDABILITY WORKING IN THE HOMELESSNESS SPACE. E-GRANT$25,000
COLOSSIAN FORUM (THE)
620 CENTURY AVE SW SUITE 300GRAND RAPIDSMI49503NONEPCWORK ON THE RELEASE OF THE LEAP OF FAITH MOVIE - E-GRANT$25,000
COLOSSIAN FORUM (THE)
620 CENTURY AVE SW SUITE 300GRAND RAPIDSMI49503NONEPCUNRESTRICTED SUPPORT$80,000
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921NONEPCCONTINUING MINISTRY EXPANSION IN MALAWI$100,000
CURE INTERNATIONAL
70 IONIA AVE SW SUITE 200GRAND RAPIDSMI49503NONEPCINCREASING ACCESS TO LIFE-CHANGING SURGICAL CARE FOR CHILDREN WITH PROFOUND BURN INJURIES.$50,000
DADS DIVINE ALTERNATIVES FOR DADS SERVICES
411 12TH AVE SUITE 300SEATTLEWA98122NONEPCUNSOLICITED SUPPORT$4,000
DEGREES OF CHANGE
PO BOX 1573TACOMAWA98401NONEPCUNRESTRICTED SUPPORT$40,000
DEVELOPMENT ASSOCIATES INTERNATIONAL
PO BOX 49278COLORADO SPRINGSCO80949NONEPCOFFERING GROWTH OPPORTUNITIES FOR CHRISTIAN LEADERS IN PAKISTAN & NIGERIA$50,000
DIAMOND WILLOW MINISTRIES
DIAMOND WILLOW MINISTRIESFORT THOMPSONSD57339NONEPCHUNKPATI YOUTH LEADERSHIP PROGRAM$50,000
DIAMOND WILLOW MINISTRIES
DIAMOND WILLOW MINISTRIESFORT THOMPSONSD57339NONEPCTACOMA YOUTH CENTER MORTGAGE E-GRANT$25,000
EASTSIDE ACADEMY
1717 BELLEVUE WAY NEBELLEVUEWA98004NONEPCUNRESTRICTED SUPPORT$70,000
ECHO INC
17391 DURRANCE RDNORTH FORT MYERSFL33917NONEPCUNRESTRICTED SUPPORT$75,000
EVERFREE
337 NORTH CLARK STREETORANGECA92868NONEPCUNRESTRICTED SUPPORT$50,000
FREE WHEELCHAIR MISSION
15279 ALTON PARKWAY SUITE 300IRVINECA92618NONEPCNEXT GEN WHEELCHAIR PROGRAMMATIC ROLLOUT: PLANNING AND PREPARATION$35,000
FRIENDS OF FORMAN CHRISTIAN COLLEGE
3434 ROSWELL ROAD NWATLANTAGA30305NONEPCSCHOLARSHIPS FOR CHRISTIAN STUDENTS IN PAKISTAN$100,000
FRIENDS OF FORMAN CHRISTIAN COLLEGE
3434 ROSWELL ROAD NWATLANTAGA30305NONEPCGENERAL OPERATIONS - RECTOR SUPPORT, SENIOR ADMIN STAFF LEADERSHIP DEVELOPMENT$50,000
FULLER THEOLOGICAL SEMINARY
135 N OAKLAND AVEPASADENACA91182NONEPCSTUDENT SCHOLARSHIPS FOR ACADEMIC YEAR 2025$200,000
FULLER THEOLOGICAL SEMINARY
135 N OAKLAND AVEPASADENACA91182NONEPCSTUDENT SCHOLARSHIPS FOR ACADEMIC YEAR 2024$125,000
HEADINGTON INSTITUTE
402 SOUTH MARENGO AVEPASADENACA91101NONEPCUNRESTRICTED SUPPORT$65,000
HEALING HANDS OF JOY
PO BOX 30431CHARLOTTENC28230NONEPCUNRESTRICTED SUPPORT$50,000
HODOS INSTITUTE
PO BOX 1361WHEATONIL60187NONEPCUNRESTRICTED SUPPORT$10,000
HOPE INTERNATIONAL
227 GRANITE RUN DRIVE SUITE 250LANCASUITERPA17601NONEPCREACHING FRONTIERS THROUGH THE SAVINGS GROUP MINISTRY$75,000
HOPE WALKS
PO BOX 218YORK SPRINGSPA17372NONEPCUNRESTRICTED SUPPORT$50,000
HOPECENTRAL
3505 S JUNEAU STREETSEATTLEWA98118NONEPCUNRESTRICTED SUPPORT$60,000
IDEOS INSTITUTE
1 DOLE DRIVE SUITE 3133WESTLAKE VILLAGECA91362NONEPCLAUNCHING OF THE 31 DAYS OF UNITY CAMPAIGN - E-GRANT$25,000
IGNATIAN SPIRITUALITY CENTER
732 18TH AVE ESEATTLEWA98112NONEPCUNRESTRICTED SUPPORT$20,000
IMPACT LATIN AMERICA
PO BOX 28281SEATTLEWA98118NONEPCMINISTERIAL FORMATION FOR LAY LEADERS$35,000
INTERNATIONAL FELLOWSHIP OF EVANGELICAL STUDENTS USA INC
P O BOX 46007MADISONWI53744NONEPCLEADERSHIP DEVELOPMENT PLAN FOR IFES WOMEN$35,000
INTERNATIONAL JUSTICE MISSION
PO BOX 2227ARLINGTONVA22202NONEPCENDING VIOLENCE AGAINST WOMEN AND CHILDREN IN THE ANDEAN REGION$100,000
INTERVARSITY CHRISTIAN FELLOWSHIPUSA
PO BOX 7895MADISONWI537077895NONEPCUNRESTRICTED SUPPORT - NW REGION$40,000
JUSTICE DEFENSE FUND
7900 E UNION AVE SUITE 1100DENVERCO80237NONEPCBOOK LAUNCH OF "TAKE DOWN"$25,000
JUSTICE DEFENSE FUND
7900 E UNION AVE SUITE 1100DENVERCO80237NONEPCUNRESTRICTED SUPPORT$35,000
JUSTICE VENTURES INTERNATIONAL
14500 NEW HAMPSHIRE AVESILVER SPRINGMD20904NONEPCUNRESTRICTED SUPPORT$100,000
KIDS HOPE USA
201 W WASHINGTON AVE SUITE 20ZEELANDMI49464NONEPCUNRESTRICTED SUPPORT$25,000
LAHAI HEALTH
19820 SCRIBER LAKE RD SUITE 2LYNNWOODWA98036NONEPCLAHAI MEDICAL CLINIC$25,000
LANGHAM PARTNERSHIP USA
PO BOX 189CAVE CREEKAZ85327NONEPCPUTTING WORDS INTO ACTION: ELEVATING WOMEN IN MINISTRY$90,000
L'ARCHE USA
2475 SE LADD AVE SUITE 430PORTLANDOR97214NONEPCDISABILITY INCLUSION IN LEADERSHIP$40,000
LEADERSHIP FOUNDATIONS
902 MARKET STREETTACOMAWA98402NONEPCUNRESTRICTED SUPPORT$40,000
LIFENET INTERNATIONAL
PO BOX 21457WASHINGTONDC20009NONEPCUNRESTRICTED SUPPORT$60,000
LIFEWATER INTERNATIONAL
PO BOX 2868BENTONVILLEAR72712NONEPCUNRESTRICTED SUPPORT$100,000
MEDICAL TEAMS INTERNATIONAL INC
14150 SW MILTON CTTIGARDOR97224NONEPCUGANDAMATERNAL AND CHILD HEALTH PROGRAM$100,000
MESA GLOBAL
205 REGENCY EXECUTIVE PARK DRCHARLOTTENC28217NONEPCADVANCING AFRICAN AND SOUTH ASIAN WOMEN IN THEOLOGICAL EDUCATION$65,000
MILITARY COMMUNITY YOUTH MINISTRIES
540 N CASCADE AVE SUITE 300COLORADO SPRINGSCO80903NONEPCUNRESTRICTED SUPPORT$30,000
MISSIONAL LABS INC
519B PATTERSON STREETNASHVILLETN37211NONEPCUNRESTRICTED SUPPORT$30,000
MOPS INTERNATIONAL
2370 S TRENTON WAYDENVERCO802313822NONEPCMOMCO MEDIA AND DIGITAL EXPANSION$40,000
MORNING STAR DEVELOPMENT
PO BOX 62327COLORADO SPRINGSCO80962NONEPCBRINGING HOPE TO AFGHAN WOMEN$42,000
MORNING STAR DEVELOPMENT
PO BOX 62327COLORADO SPRINGSCO80962NONEPCUNRESTRICTED SUPPORT, HONORING YOUR WORK IN AFGHANISTAN'S DIFFICULT ENVIRONMENT, AS WELL AS YOUR PERSEVERANCE AND REQUIRED RISK. E-GRANT$25,000
NEW EARTH RECOVERY
PO BOX 1473MOUNT VERNONWA98273NONEPCUNRESTRICTED SUPPORT$50,000
NEW HORIZONS MINISTRIES
2709 3RD AVESEATTLEWA98122NONEPCUNRESTRICTED SUPPORT$70,000
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 SECOND AVE SUITE 400SEATTLEWA98104NONEPCUNRESTRICTED SUPPORT - LEGAL ASSISTANCE FOR ASYLUM SEEKERS$90,000
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 SECOND AVE SUITE 400SEATTLEWA98104NONEPCUNRESTRICTED SUPPORT - LEGAL ASSISTANCE FOR IMMIGRANTS AT THE NORTHWEST ICE PROCESSING CENTER$75,000
NOURISH PIERCE COUNTY
1702 SOUTH 72ND STREET SUITE ETACOMAWA98408NONEPCUNRESTRICTED SUPPORT$40,000
NW FURNITURE BANK
117 PUYALLUP AVETACOMAWA98421NONEPCUNRESTRICTED SUPPORT$40,000
OLIVE CREST
2500 116TH AVE NEBELLEVUEWA98004NONEPCCHILD WELFARE PREVENTION AND FOSTER CARE SERVICES IN PIERCE COUNTY$100,000
PALMER SCHOLARS
PO BOX 7119TACOMAWA98417NONEPCUNRESTRICTED SUPPORT$60,000
PRAXIS INC
409 W 45TH STREET 3RD FLOORNEW YORK CITYNY10036NONEPCUNRESTRICTED SUPPORT$50,000
PROFESSIONALS IN CHRISTIAN PHILANTHROPY
1501 SUMMIT AVEAMESIA500105227NONEPCDISCRETIONARY GRANT TO PROFESSIONALS IN CHRISTIAN PHILANTHROPY$10,000
REACH DBA REACH MINISTRIES
309 SOUTH G STREET SUITE 3TACOMAWA98405NONEPC2024 UNRESTRICTED SUPPORT$27,000
RECONCILIATION MINISTRIES
3433 10TH AVE WESTSEATTLEWA98119NONEPCUNRESTRICTED SUPPORT FOR MUSALAHA$25,000
REDEEM INTERNATIONAL
PO BOX 2991VIENNAVA22116NONEPCUNRESTRICTED SUPPORT$60,000
RURAL DEVELOPMENT INSTITUTE DBA LANDESA
1424 FOURTH AVE SUITE 430SEATTLEWA98101NONEPCGENERAL SUPPORT FOR LANDESAS CENTER FOR WOMENS LAND RIGHTS$50,000
SAMARITAN CENTER OF PUGET SOUND
564 NE RAVENNA BLVDSEATTLEWA98115NONEPCUNRESTRICTED SUPPORT$20,000
SCHOLARLEADERS INTERNATIONAL
2065 HALF DAY RD T-2992DEERFIELDIL60015NONEPCGENERAL SUPPORT FOR SCHOLAR LEADERS MISSION$75,000
SCHOOL CONNECT WA
2820 SOUTH ORCAS STREETSEATTLEWA98108NONEPCUNRESTRICTED SUPPORT$30,000
SERVANT PARTNERS INC
PO BOX 3144POMONACA91769NONEPCUNRESTRICTED SUPPORT$30,000
STARFISH PROJECT INC
1010 EISENHOWER DR S GOSHENGOSHENIN46526NONEPCUNRESTRICTED SUPPORT$65,000
STREET PSALMS
1001 S YAKIMA AVE SUITE 15TACOMAWA98405NONEPCUNRESTRICTED SUPPORT$60,000
TACOMA AREA YOUTH FOR CHRIST
PO BOX 834TACOMAWA98401NONEPCUNRESTRICTED SUPPORT$30,000
TACOMA COMMUNITY HOUSE
1314 S L STREETTACOMAWA98405NONEPCINNOVATIVE SOLUTIONS INVOLVING A COALITION OF PARTNERS FOR INTRACTABLE PROBLEMS$25,000
TACOMA COMMUNITY HOUSE
1314 S L STREETTACOMAWA98405NONEPCUNRESTRICTED SUPPORT$40,000
TACOMAPIERCE COUNTY HABITAT FOR HUMANITY
4824 S TACOMA WAYTACOMAWA98409NONEPCBUILDING ON FAITH$50,000
TAPROOT THEATRE COMPANY
PO BOX 30946SEATTLEWA98113NONEPCUNRESTRICTED SUPPORT$40,000
THE CONTINGENT
809 N RUSSELL STREET 203PORTLANDOR97227NONEPCENCOURAGEMENT AND PERSEVERANCE VIA SELF CARE AND WELLBEING OF STAFF. E-GRANT$25,000
THE CONTINGENT
809 N RUSSELL STREET 203PORTLANDOR97227NONEPCTHE CONTINGENT NATIONAL EXPANSION - MONTANA$50,000
THE SEATTLE SCHOOL OF THEOLOGY & PSYCHOLOGY
2501 ELLIOTT AVESEATTLEWA98121NONEPCINTERCULTURAL CREDIBILITY: A HOLISTIC WAY FORWARD$50,000
THE SINAPIS GROUP
8888 KEYSTONE CROSSINGINDIANOPOLISIN46240NONEPCUNRESTRICTED SUPPORT$70,000
THE SOCIETY OF ST ANDREW INC
3383 SWEET HOLLOW ROADBIG ISLANDVA24526NONEPCUNRESTRICTED SUPPORT$70,000
THE VERITAS FORUM
PO BOX 380807CAMBRIDGEMA02238NONEPCEQUIPPING STUDENT LEADERS THROUGH YEAR-ROUND TRAINING TO ENGAGE UNIVERSITY COMMUNITIES WITH THE CHRISTIAN FAITH$125,000
VINE MAPLE PLACE
PO BOX 1092MAPLE VALLEYWA98038NONEPCUNRESTRICTED SUPPORT$90,000
VISION HOUSE
PO BOX 2951RENTONWA98056NONEPCUNRESTRICTED SUPPORT$70,000
VISIONSYNERGY
113 CHERRY STREET 38307SEATTLEWA98104NONEPCINCREASING WOMENS ACCESS TO COLLABORATIVE LEADERSHIP DEVELOPMENT - YEAR TWO$50,000
WISCONSIN CENTER FOR CHRISTIAN STUDIES INC
221 N GRANDVIEW BLVDWAUKESHAWI53188NONEPCADMIRATO COURSE DEVELOPMENT 2024-2025$40,000
WORLD BICYCLE RELIEF NFP
1000 W FULTON MARKET 4TH FLOORCHICAGOIL60607NONEPCEXPANDING KITUI COUNTY'S COMMUNITY HEALTH PROMOTERS$80,000
WORLD HOPE INTERNATIONAL INC
1330 BRADDOCK PLACE SUITE 301ALEXANDRIAVA22314NONEPCEXPANDING DISABILITY ADVOCACY AND TRAINING FOR ENABLE THE CHILDREN IN SIERRA LEONE$25,000
WORLD RELIEF
7 EAST BALTIMORE STREETBALTIMOREMD21202NONEPCENGAGING THE CHURCH IN SUPPORTING THE HOLISTIC WELL-BEING OF IMMIGRANTS IN WESTERN WASHINGTON$125,000
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA980639716NONEPCGLOBAL WASH PROGRAM ADVANCED TECHNOLOGY INTEGRATION$165,000
WORLD VISION INC
PO BOX 9716FEDERAL WAYWA980639716NONEPCMEASUREMENT OF WASH APPROACHES IN FRAGILE STATES$100,000
WYCLIFFE BIBLE TRANSLATORS INC
PO BOX 628200ORLANDOFL328628200NONEPCJADE STAR 3 SIGN LANGUAGE PROJECT$40,000
YALE UNIVERSITY
YALE CENTER FOR FAITH CULTURE 409NEW HAVENCT06511NONEPCCHRIST & FLOURISHING CHURCH CURRICULA DEVELOPMENT$39,829PROSPECT STREET
YOUNG LIFE INC
420 N CASCADE AVECOLORADO SPRINGSCO80903NONEPCS. PUGET SOUND - BUILT TO LAST PROJECT$20,000
YOUNG LIFE INC
420 N CASCADE AVECOLORADO SPRINGSCO80903NONEPCS. PUGET SOUND - PARTNERS IN MINISTRY PROJECT$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,528,829TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,454ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,231,350ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,219ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$835,299ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,237,322ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,237,322TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFIDUCIARY COUNSELLING INCCategoryTxt
Amt$366,302Amt
Net Investment Income$34,031NetInvestmentIncomeAmt
Disbursements Charitable Prps$330,770DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBNY MELLON - FIXED INCOME SECURITIESBondNm
EOY Book Value$8,257,892EOYBookValueAmt
EOYFMV$8,280,713EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ROCK ISLAND COMPANY$150,754$1,505,585
BNY MELLON - SECURITIES$35,002,639$52,697,035
BNY MELLON - PREFERRED SECURITIES$69,599$64,748

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON - CTCAI FDNAT COST$29,823,016$37,118,376
BNY MELLON - CASH EQUIVALENTSAT COST$2,881,589$2,881,053
BNY MELLON - OTHER PARTNERSHIPSAT COST$15,392,975$23,700,299
BNY MELLON - AIP FDNAT COST$43,020$102,022
BNY MELLON - GAP FDNAT COST$1,770,227$3,938,090
BNY MELLON - REAL ESTATEAT COST$3,358,990$4,646,137

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE PREMIUMS$21,858$0$21,858
STATE FILING FEE$286$0$286
OFFICE EXPENSE$38,494$0$38,494
OTHER$5,815$0$5,815

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INVESTMENT PARTNERSHIPS-$64,791
MISCELLANEOUS INCOME$0$10,219$10,219

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK COST BASIS ADJUSTMENT$3,056,637
ROUNDING$1

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CBIZ TAX PREP$6,413$6,413$0
BNY MELLON$209,300$209,300$0
CONSULTING FEES$18,872$0$18,872

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$33,243$0$0
FOREIGN TAXES$30,312$49,495$0
STATE TAXES$573$573$0