2025-08-01T11:30:45-05:00 2024-12-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVENUE SUITE 300 INDIANAPOLIS IN 46204 990 2024-01-01 300815226 JONI AND FRIENDS FOUNDATION JONI 8187075664 30009 LADYFACE CT AGOURA HILLS CA 91301 CHRISTOPHER SUE CHAIRMAIN & CFO 8187075664 2025-08-01 1 0 ANDREA SALAMY P00705827 5055022746 2025-07-31 2024 2025-03-06 01:10:19Z CHRISTOPHER SUE 30009 LADYFACE CT AGOURA HILLS CA 91301 3030120 0 X WWW.JONIANDFRIENDS.ORG X 2014 CA TO SUPPORT JONI AND FRIENDS IN ITS MISSION TO SPREAD THE GOSPEL AND EQUIP CHRIST-HONORING CHURCHES. 7 6 0 6 0 0 50000 20000 0 0 266627 726734 2192000 628800 2508627 1375534 0 2273067 0 0 0 0 0 0 0 202412 220214 202412 2493281 2306215 -1117747 34047834 34242766 1142275 1197745 32905559 33045021 THE JONI AND FRIENDS FOUNDATION RECEIVES COMPLEX GIFTS AND MANAGES THE ENDOWMENT TO SUPPORT THE OPERATIONS OF JONI AND FRIENDS. 0 0 2273067 2273067 THE JONI AND FRIENDS FOUNDATION SUPPORTS JONI AND FRIENDS, AND RECEIVES, MANAGES AND DISTRIBUTES ASSETS; WHICH IN TURN, ASSISTS JONI AND FRIENDS IN CARRYING OUT AND EXECUTING ITS PROGRAMS. 2273067 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X CHRISTOPHER SUE 8187075664 30009 LADYFACE CT AGOURA HILLS CA 91301 CHRISTOPHER SUE CHAIRMAN/CFO/DIRECTOR 4.00 36.00 X X 0 133688 22772 ARNULFO CUEVA JR CHAIRMAN/CFO/DIRECTOR (PART YEAR) 10.00 30.00 X X 0 201493 7171 BOB BROOKS VICE CHAIRMAN SECRETARY & TREASURER/DIRECTOR 0.50 X X 0 0 0 BERNIE MILLS DIRECTOR 0.50 1.00 X 0 0 0 EVAN PAN DIRECTOR 0.50 X 0 0 0 LORRAINE MARSHALL DIRECTOR 0.50 X 0 0 0 PETER COELER DIRECTOR 0.50 X 0 0 0 WALTER BURCH IV DIRECTOR 0.50 X 0 0 0 0 335181 29943 0 0 1 0 0 20000 20000 381320 381320 316469 316469 312331 0 312331 312331 312331 2000000 1654586 345414 345414 345414 1375534 0 0 1355534 2273067 2273067 11230 11230 30615 30615 98300 98300 47954 47954 2115 2115 30000 30000 2493281 2273067 220214 0 729961 140783 8822 921980 970 1154325 1154325 1154325 15633619 15452114 16520137 16573564 34047834 34242766 142275 197745 1000000 1000000 1142275 1197745 X 31410053 31730114 1495506 1314907 32905559 33045021 34047834 34242766 -1117747 1257209 0 X 0 1 X 1 0 X X X 1 JONI AND FRIENDS 953402002 7 1 2273067 0 1 2273067 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4866450 20000 -203510 4682940 4716826 149624 4866450 4827500 5000 -115674 4716826 4659172 25000 168060 24732 4827500 4627905 25000 6267 4659172 0.72989 0.27011 0.00000 0 0 1154325 1154325 1154325 OIL AND GAS INVESTMENTS 1122940 F REAL PROPERTY INVESTMENTS 1589746 F ANNUITIES 932878 F LIMITED PARTNERSHIP INTERESTS 12928000 F 16573564 2534443 1257209 1257209 1277234 98300 98300 1375534 2394981 0 2394981 98300 98300 2493281 PART V, LINE 4: THE FOUNDATION INVESTMENT POLICY STATEMENT PROVIDES THAT NO SPENDING APART FROM DONOR REQUIREMENTS WILL OCCUR UNTIL THE TOTAL VALUE OF THE ENDOWMENT REACHES $10,000,000 AND THAT THE SPENDING RATE WILL BE NO MORE THAN 3% OF THE INVESTMENTS' THREE-YEAR WEIGHTED AVERAGE OF INCOME PLUS APPRECIATION. EXPENDING ANY PORTION OF THE "INITIAL CONTRIBUTION" TO THE ENDOWMENT WILL REQUIRE A BOARD OF DIRECTORS RECOMMENDATION AND A MAJORITY VOTE BY THE FOUNDATION BOARD OF DIRECTORS. THE FOUNDATION'S INVESTMENT POLICIES FOR DONOR-RESTRICTED ENDOWMENT ASSETS ATTEMPT TO PROVIDE FUNDING FOR LONG-TERM NEEDS. UNDER THESE POLICIES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER CONSISTENT WITH CHRISTIAN PRINCIPLES AND VALUES, AND CONSISTENT WITH THE CONVICTIONS OF JONI AND FRIENDS. THE PRIMARY GOAL IS CASH PRESERVATION, AND THE SECONDARY GOAL IS TO ACHIEVE INTERMEDIATE AND LONG-TERM INVESTMENT GOALS. THE BOARD'S STRATEGY IS TO MINIMIZE RISK IN THE FINANCIAL PERFORMANCE OF THE ENDOWMENT FUND. 1 JONI AND FRIENDS 30009 LADYFACE COURT AGOURA HILLS CA 91301 953402002 501(C)(3) 2273067 0 OPERATIONAL SUPPORT 1 0 PART I, LINE 2: REGULAR COMMUNICATION AS JONI AND FRIENDS PROVIDES DIRECT MANAGEMENT AND OVERSIGHT OF JONI AND FRIENDS FOUNDATION. 0 0 0 0 0 0 0 0 0 ARNULFO CUEVA JR CHAIRMAN/CFO/DIRECTOR (PART YEAR) 0 201493 0 0 0 0 0 6137 0 1034 0 208664 0 0 CHRISTOPHER SUE CHAIRMAN/CFO/DIRECTOR 0 133688 0 0 0 0 0 5640 0 17132 0 156460 0 0 FORM 990, PART IV, LINE 28(C) A DIRECTOR/OFFICER OF THE PARENT ORGANIZATION (JONI AND FRIENDS) IS CEO OF A COMPANY THAT ACTS AS A PORTFOLIO MANAGER FOR THE ORGANIZATION. PAYMENTS TO THE INVESTMENT ADVISOR FIRM TOTALED $90,628 IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE FOLLOWING PERSONS ARE MEMBERS OF THIS CORPORATION: THOSE INDIVIDUALS CURRENTLY SERVING AS DIRECTORS OF JONI AND FRIENDS. NO PERSON MAY HOLD MORE THAN ONE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO NOMINATE AND REMOVE DIRECTORS OF JONI AND FRIENDS FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT CPA FIRM. THE RETURN IS ALSO REVIEWED IN DETAIL BY SELECTED INTERNAL MANAGEMENT AND FINANCE AUDIT COMPLIANCE COMMITTEE MEMBERS. FINALLY, A COPY OF THE FORM 990 AND SUPPORTING SCHEDULES ARE POSTED ON THE ORGANIZATION'S SECURE, EXTERNALLY FACING MICROSOFT SHAREPOINT WHERE BOARD MEMBERS MAY ACCESS FOR REVIEW AND COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY STATEMENTS ARE REVIEWED AND SIGNED BY THE BOARD OF DIRECTORS AND OFFICERS DURING THE SPRING SEMI-ANNUAL MEETING. ANY AND ALL CONTRACTS ON BEHALF OF THE JONI AND FRIENDS FOUNDATION ARE REVIEWED BY BOTH THE CHAIRMAN OF THE BOARD AND TREASURER/SECRETARY AND SIGNED BY THE CHAIRMAN OF THE BOARD ENSURING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY CONCERNING THE BOARD OF DIRECTOR MEMBERS. DISCLOSURES FOR A CONFLICT OF INTEREST SHALL BE MADE TO THE CHAIR OF THE BOARD, WHO SHALL BRING THESE MATTERS TO THE ATTENTION OF THE BOARD. THE BOARD SHALL THEN DETERMINE WHETHER A CONFLICT EXISTS OR, IN THE PRESENCE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE AS TO THE ORGANIZATION. THE DECISIONS OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR FIRST CONCERN MUST BE THE WELFARE OF JONI AND FRIENDS FOUNDATION. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEREFORE, THESE LINES WERE ANSWERED NO IN ACCORDANCE WITH THE INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 JONI AND FRIENDS FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. JONI AND FRIENDS 30009 LADYFACE COURT AGOURA HILLS CA 91301 953402002 COMMUNICATE THE GOSPEL AND SERVE PEOPLE LIVING WITH DISABILITIES CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0