2025-10-15T21:30:23-05:00 2024-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990 2024-01-01 820557271 THE WFG FOUNDATION INC WFGF 7704539300 6400 C ST SW CEDAR RAPIDS IA 52499 CARYL P SHEPHERD TREASURER 7704539300 2025-09-30 1 0 MEREDITH BELL P01696827 8042822121 2025-09-30 2024 2025-03-06 01:10:19Z X SUSAN DAVIES 6400 C ST SW CEDAR RAPIDS IA 52499 262506 0 X X 2002 GA ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 5 5 0 20 0 0 239861 228813 0 0 26285 33693 20822 0 286968 262506 351456 138675 0 0 0 0 0 0 0 88594 79144 440050 217819 -153082 44687 1257123 1356869 208482 155332 1048641 1201537 ESTABLISHING NEIGHBORHOOD ENHANCEMENT PROGRAMS, PROMOTING EDUCATIONAL AND SCHOLARSHIP OPPORTUNITIES, AND FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 0 0 138675 138675 FOSTERING COMMUNITY TOGETHERNESS, AWARENESS, AND INTERCOMMUNICATION. 138675 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 0 0 0 0 0 0 0 X 5 5 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 52499 X JUN DELA CRUZ DIRECTOR 0.30 X 0 0 0 SUNNY HUANG DIRECTOR 0.30 X 0 0 0 JUAN JAIME DIRECTOR (UNTIL 07/24) 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 SUSAN E DAVIES PRESIDENT 6.00 X 0 0 0 BRIAN BEITZEL VICE PRESIDENT 0.50 X 0 0 0 LEESA EASLEY 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 134445 94368 228813 33693 33693 262506 0 0 33693 138675 138675 9790 9790 26917 26917 GIFT ANNUITY PAYMENTS 34740 34740 BANK CHARGES 6568 6568 LICENSES & PERMITS 1129 1129 217819 138675 79144 0 213811 232534 9520 1746 1033792 1122589 1257123 1356869 4140 568 204342 154764 208482 155332 X 0 0 0 0 1048641 1201537 1048641 1201537 1257123 1356869 X 44687 58632 49577 X 0 0 0 X 1042603 191913 643744 239861 228813 2346934 1042603 191913 643744 239861 228813 2346934 1246440 1100494 19548 25235 24458 26285 33693 129219 2476153 46952 0.44440 0.43440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ANNUITY OBLIGATIONS 154764 154764 1 SEWA INTERNATIONAL INC 100 W OAKS MALL HOUSTON TX 77082 200638718 501(C)(3) 52000 0 HUMAN SERVICE ORGANIZATION MAKE-A-WISH FOUNDATION OF SOUTHERN NEVADA 9950 COVINGTON CROSS DR LAS VEGAS NV 89144 880371088 501(C)(3) 22480 0 CHILDREN'S AND YOUTH SERVICES THE LANTERN NETWORK 330 FRANKLIN RD SUITE 135A-253 BRENTWOOD TN 37027 852126429 501(C)(3) 16142 0 YOUNG BLACK AMERICANS MENTORSHIP NETWORK OPERATION UNDERGROUND RAILROAD PO BOX 57338 SALT LAKE CITY UT 84157 463614979 501(C)(3) 12577 0 ARTS, CULTURE AND HUMANITIES CHINESE CULTURAL SCHOOL OF ATLANTA 5816 COUNTY CT BUFORD GA 30518 582255967 501(C)(3) 9600 0 MANDARIN LANGUAGE AND CULTURAL EDUCATION COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS CO 80997 362423707 501(C)(3) 9597 0 SUPPORT FOR UNDERPRIVILEGED FAMILIES AMERICAN RED CROSS 2005 LAKEWOOD DR BOONE IA 50036 530196605 501(C)(3) 6426 0 DISASTER RELIEF 7 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 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, LEESA EASLEY, 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 49,577. 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