2024-11-15T08:26:29-06:00 2023-12-31 420794029 DENMAN CPA LLP 1601 22ND STREET SUITE 400 WEST DES MOINES IA 502661453 990 2023-01-01 822837021 JOSIAH WHITE'S QUAKERDALE FOUNDATION JOSI 6414975294 26866 COUNTY HIGHWAY S55 NEW PROVIDENCE IA 50206 ROB TALBOT EXECUTIVE DIRECTOR 6414975294 2024-11-15 1 0 ROBERT ENDRISS P01766448 5152258400 2023 2024-10-15 13:58:12Z ROB TALBOT 26866 COUNTY HIGHWAY S55 NEW PROVIDENCE IA 50206 1985081 0 X WWW.QUAKERDALE.ORG X 2017 IA TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES 8 8 2 40 0 0 215973 880007 4877 2076 365632 255214 283786 354828 870268 1492125 368487 479852 0 0 218389 223478 0 0 259226 405409 565123 992285 1268453 -122017 223672 21039044 19862029 654631 755297 20384413 19106732 TO CARRY FORTH THE DESIRE OF JOSIAH WHITE, AS SET OUT IN HIS WILL, TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES THAT EMPHASIZES QUAKER HISTORY AND VISION AS WELL AS CHRISTIAN VALUES 0 0 679144 479852 2076 TO PROVIDE GRANTS AND OTHER ASSISTANCE TO NONPROFIT PROGRAMS WHO CARRY FORTH THE DESIRE OF JOSIAH WHITE, AS SET OUT IN HIS WILL, TO PROVIDE A SPIRITUAL EDUCATION TO CHILDREN, YOUNG ADULTS, AND THEIR FAMILIES THAT EMPHASIZES QUAKER HISTORY AND VISION AS WELL AS CHRISTIAN VALUES 679144 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 0 0 0 0 0 1 13 0 1 2 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JESSICA WINTER 6414975294 26866 COUNTY HIGHWAY S55 NEW PROVIDENCE IA 50206 WES BLANCHARD PRESIDENT 2.00 X X 0 0 0 JOHN RAINS VICE PRESIDENT 2.00 X X 0 0 0 NANCY STEVENS SECRETARY 2.00 X X 0 0 0 NANCY SCHORNACK TREASURER 2.00 X X 0 0 0 RANDY KERNEN TRUSTEE 2.00 X 0 0 0 SCOTT BIDDLE TRUSTEE 2.00 X 0 0 0 PARKE ADAMSON TRUSTEE 2.00 X 0 0 0 MANNY GARCIA TRUSTEE 2.00 X 0 0 0 ROBERT TALBOT EXECUTIVE DIRECTOR 30.00 X 80000 0 0 80000 0 0 0 0 0 0 0 148695 731312 880007 PROGRAM SERVICE REVENU 624100 2076 2076 2076 129807 129807 611688 231901 379787 379787 379787 338141 212734 125407 125407 125407 0 148695 48321 -48321 -48321 CHANGE IN VALUE OF LIF 624100 23362 23362 23362 1492125 127483 0 484635 479852 479852 80000 8000 64000 8000 130369 130369 3880 3880 9229 9229 16230 16230 31728 31728 88195 8819 70556 8820 2970 742 743 1485 6469 647 5175 647 4728 1891 946 1891 62134 62134 71599 71599 125135 87594 25027 12514 69771 48840 13954 6977 OTHER 84223 42112 29478 12633 TELEPHONE 1941 647 647 647 1268453 679144 330083 259226 846916 60120 303788 22759 6797 2906 2503 9046699 184010 12693047 8862689 5824063 6940950 1649353 3685182 21039044 19862029 61362 171841 82303 126519 508803 455265 2163 1672 654631 755297 X 20384413 19106732 20384413 19106732 21039044 19862029 X 223672 900991 -2402344 X X 0 1 X 1 0 X 72268 217053 267612 215973 880007 1652913 72268 217053 267612 215973 880007 1652913 612022 1040891 485930 415810 463704 476681 541903 2384028 4036941 1159298 0.25780 0.26080 X JOSIAH WHITE'S QUAKERDALE FOUNDATION WAS FORMED IN 2017 DUE TO A RESTRUCTURING OF A FORMER LARGER NON PROFIT ORGANIZATION (QUAKERDALE WHITE'S INSTITUTE). THE REASON BEHIND THE RESTRUCTURE WAS TO PROTECT AND LIMIT THE LIABILITY OF THE ACCUMULATED ASSETS AND INVESTMENTS FROM DECADES OF INDIVIDUAL DONOR CONTRIBUTIONS AND GIFTS. THE FOUNDATION HAS SHOWN PRUDENT MANAGEMENT OF THE ASSETS AND INVESTMENTS THAT WERE GIFTED. THE CURRENT ASSETS OF THE FOUNDATION, SPECIFICALLY BUILDINGS, FACILITIES AND PROPERTIES, CONTINUE TO BE USED AS PART OF OUR CHARITABLE PROGRAMMING PURPOSES. AS PART OF OUR NONPROFIT MISSION, JOSIAH WHITE'S QUAKERDALE FOUNDATION HAS ALSO BEEN DIRECTING OUR DONOR BASE TO GIVE DIRECTLY TO THE NONPROFIT ORGANIZATIONS AND MINISTRIES THAT WE SUPPORT, CAUSING OUR OWN PUBLIC SUPPORT PERCENTAGE TO DECREASE. THE FOUNDATION STILL MAINTAINS A FUNDRAISING PROGRAM TO ATTRACT DONATIONS FROM THE GENERAL PUBLIC, AND OUR SOURCES OF SUPPORT ARE NOT FROM A SELECT FEW INDIVIDUALS. WE ALSO MAINTAIN A GOVERNING BOARD OF 9 PEOPLE THAT REPRESENT THE GENERAL PUBLIC AND THE COMMUNITIES THAT WE SERVE. WE BELIEVE THE FOUNDATION MEETS FACTS AND CIRCUMSTANCES TEST AS A PUBLIC CHARITY GIVEN THE COMBINATION OF THESE FACTORS AND OUR 26% PUBLIC SUPPORT PERCENTAGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 7048 71075 1 1 7865890 7865890 1159484 172336 987148 21325 11674 9651 8862689 CASH VALUE LIFE INSURANCE 1675182 ASSETS HELD FOR SALE 2010000 3685182 GIFT ANNUITIES PAYABLE 1672 1672 X 2641610 900991 280222 1181213 1460397 31728 31728 1492125 1516947 280222 280222 1236725 31728 31728 1268453 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDEREAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR UNCERTAIN POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 231,901. FUNDRAISING EXPENSES 48,321. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 231,901. FUNDRAISING EXPENSES 48,321. QUAKERDALE GOLF TOURNAMENT 148695 148695 48321 148695 148695 48321 48321 -48321 1 HOPE4HEALING 1148 230TH STREET GLADBROOK IA 50635 822836688 501(C)(3) 88110 0 OPERATING GRANT TO SUPPORT RESOURCE ASSISTANCE NETWORK QUAKERDALE FAMILY SERVICES 2932 240TH STREET MARSHALLTOWN IA 50158 822836846 501(C)(3) 174468 0 OPERATING GRANT TO SUPPORT COUNSELING PROGRAMS WHITES'S IOWA INSTITUTE DBA QUAKERDALE BUSINESS SERVICES 26866 COUNTY HIGHWAY S55 NEW PROVIDENCE IA 50206 420707117 501(C)(3) 71000 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES SAFE FAMILIES 4300 W IRVING PARK RD CHICAGO IL 60641 453194102 501(C)(3) 48500 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES FUM 2023 101 QUAKER HILL DRIVE RICHMOND IN 47374 350877573 501(C)(3) 19804 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES JOSIAH WHITE'S INSTITUTE 5233 S 50 E WABASH IN 46992 350883520 501(C)(3) 11250 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES GREENBELT AREA CHRISTIAN CONCERT 2418 RIVER OAKS RD IOWA FALLS IA 50126 311583357 501(C)(3) 6000 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES CAMP QUAKER HEIGHTS 22605 V AVE ELDORA IA 50627 426064114 501(C)(3) 10000 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES FELLOWSHIP HOUSING 2500 W HIGGINS RD STE 360 HOFFMAN ESTATES IL 60169 363774128 501(C)(3) 5500 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES CENTER OF ATTENTION 321 IRVING ST WATERLOO IA 50703 844176537 501(C)(3) 10800 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES CCA FOOD PANTRY 4057 S23 HWY CARLISLE IA 50047 883928992 501(C)(3) 25000 0 OPERTAING GRANT FOR NONPROFIT BUSINESS SERVICES PART I, LINE 2: EACH AGENCY WHICH RECEIVES A GRANT FROM THE FOUNDATION MUST PRESENT SEMI-ANNUAL FINANCIAL REPORTS TO THE FOUNDATION ALONG WITH PROGRAM ACHIEVEMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE FIRST REVIEWS THE COMPLETED FORM 990 TAX REUTRN THEN THE RETURN IS PRESENTED TO THE BOARD OF TRUSTEES FOR FINAL REVIEW PRIOR TO FILING THE RETURN WITH TEH INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT DESCRIBES SITUATIONS IN WHICH A CONFLICT MAY OCCUR AND ALL BOARD MEMBERS AND KEY STAFF ARE REQUIRED ANNUALLY TO REVIEW THE POLICY AND COMPLETE A CONFLICT OF INTEREST STATEMENT TO INSURE ONGOING COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES ANNUALLY REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND COMPENSATION IS ESTABLISHED BASED ON PREVIOUS EXPERIENCE AND INFORMATION FROM OTHER ORGANIZATIONS OF SIMILAR SIZE AND BUDGETS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS -2,402,344. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.