2023-11-02T16:23:02-05:00 2023-06-30 330306529 BRABO & CARLSEN LLP 1111 E TAHQUITZ CNYN WAY203 PALM SPRINGS CA 92262 990 2022-07-01 956377019 COACHELLA VALLEY WELLNESS FOUNDATION COAC 7603287200 71687 HIGHWAY 111 203 RANCHO MIRAGE CA 92270 PATRICIA NEWMAN CHAIRPERSON 7603245296 2023-10-04 1 PATRICIA NEWMAN 999009999 0 WAYNE CARLSEN CPA P00239571 7603200848 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA NEWMAN 71687 HIGHWAY 111 203 RANCHO MIRAGE CA 92270 128205 0 X N/A X 1972 CA THE FOUNDATION SUPPORTS AND PROMOTES GOOD HEALTH IN THE COACHELLA VALLEY. 7 7 0 0 0 0 10800 10267 0 0 80029 10040 0 0 90829 20307 123500 77500 0 0 0 0 0 0 0 9318 13667 132818 91167 -41989 -70860 954527 968666 0 0 954527 968666 THE FOUNDATION SUPPORTS AND PROMOTES WELLNESS IN THE COACHELLA VALLEY. 0 0 89637 77500 TO SUPPORT AND PROMOTE WELLNESS IN THE COACHELLA VALLEY. 89637 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X CHRISTOPHER PYLE 7603287200 71687 HIGHWAY 111 STE 203 RANCHO MIRAGE CA 92270 X CHRISTOPHER PYLE CPA DIRECTOR 0.30 X 0 0 0 MARTIN SERNA DIRECTOR 0.30 X 0 0 0 THOMAS TOKHEIM DIRECTOR 0.30 X 0 0 0 STEPHEN LIND JD LLM TREASURER 0.30 X 0 0 0 PATRICIA NEWMAN CHAIRPERSON 0.30 X 0 0 0 CHARLES RIACH DIRECTOR 0.30 X 0 0 0 WALTER CLARK JD SECRETARY 0.30 X 0 0 0 0 0 0 0 0 0 0 0 10267 10267 18053 18053 99885 107898 -8013 -8013 -8013 20307 0 0 10040 77500 77500 1200 1200 1860 1860 1365 1035 330 6000 6000 3242 3242 91167 89637 1530 0 81071 33825 873456 934841 954527 968666 0 0 X 954527 968666 954527 968666 954527 968666 -70860 84999 0 X 0 0 0 X X 10 JEWISH FAMILY SERVICES 330613083 10 0 5000 0 RANCH RECOVERY CENTER 237365064 10 0 2500 0 GALILEE CENTER 273133601 10 0 25000 0 CV VOLUNTEERS IN MEDICINE 263312826 10 0 2000 0 UNITED CEREBRAL PALSY 330118715 10 0 5000 0 ALZHEIMER'S COACHELLA VALLEY 821949979 10 0 5000 0 SENIOR ADVOCATES OF THE DESERT 454219977 10 0 3000 0 JOSELYN SENIOR CENTER 953622332 10 0 16000 0 ACT FOR MS 330880635 10 0 9000 0 FOOD NOW FAMILY SERVICES OF THE DESERT 952549152 10 0 5000 0 10 77500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 42257 0 0 0 48572 28320 90829 28320 0 0 0 0 0 0 90829 28320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90829 77205 0 77205 0 77205 77500 0 0 0 0 0 77500 77500 77205 100.000000000000 77205 0 0 8860 110100 145000 123500 387460 0 77205 0 310255 77500 0 77500 0 0 387755 0 41755 145000 123500 77500 PAGE 4, SECTION A, LINE 1 SUPPORTED ORGANIZATIONS ARE SELECTED FOR GRANTS, ON A CASE BY CASE BASIS, BASED ON SERVICES THEY PROVIDE THAT SUPPORT COACHELLA VALLEY WELLNESS FOUNDATIONS MISSION OF COMMUNITY WELLNESS. PAGE 5, SECTION D, LINE 2 THE COACHELLA VALLEY WELLNESS FOUNDATION WORKS WITHIN THE COMMUNITIES SERVED TO UNDERSTAND AND RESPOND TO NEEDS OF SUPPORTED ORGANIZATIONS THAT ARE HELPING TO PROVIDE WELLNESS PROGRAMS. WE MAINTAIN RECORDS AND DO FOLLOW UP ON GRANTS PROVIDED TO SUPPORTED ORGANIZATIONS. 300000 300000 300000 300000 364036 64036 300000 364036 364036 364036 364036 0 0 0 MISCELLANEOUS SECURITIES 934841 F 934841 1 JOSLYN SENIOR CENTER 73750 CATALINA WAY PALM DESERT CA 92260 953622332 16000 0 SENIOR FITNESS PROGRAM GALILEE CENTER PO BOX 308 MECCA CA 92254 273133601 25000 0 WELLNESS SUPPORT ACT FOR MS 73710 FRED WARING DR 118 PALM DESERT CA 92260 330880635 9000 0 WELLNESS SUPPORT SCHEDULE I, PART 1, LINE 1 ONE FOUNDATION DIRECTOR ALSO SERVES ON THE BOARD OF A GRANT RECIPIENT ORGANIZATION. THE FOUNDATION BOARD IS AWARE OF THE RELATIONSHIP AND DOES NOT FEEL THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 11B ONCE A DRAFT OF THE FORM 990 HAS BEEN PROVIDED TO THE CLIENT THE BOARD CHAIR AND ONE OF THE DIRECTORS WILL REVIEW THE ENTIRE 990 BEFORE IT IS SIGNED AND MAILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PROVIDES EACH NEW DIRECTOR WITH A COPY OF THE CONFLICT OF INTEREST POLICY AND IT IS REVISED ANNUALLY. DISCLOSURE IS ON THE HONOR SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION STORES THEIR CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ONSITE, AND THESE DOCUMENTS ARE COPIED AND PROVIDED TO ANY PERSON THAT REQUESTS THEM.