2024-11-14T15:17:04-07:00 2023-12-31 990 2023-01-01 954231869 SIERRA MADRE UNITED METHODIST FOUNDATION SIER 6263550629 695 W SIERRA MADRE BLVD SIERRA MADRE CA 91024 BARBARA BEVINGTON TREASURER 6263554342 2024-11-14 1 2023 2024-10-15 13:58:12Z ROBERT L TRAVIS 695 W SIERRA MADRE BLVD SIERRA MADRE CA 91024 136891 0 X X 1989 CA AID, PROMOTE & SUPPORT THE ACTIVITIES, FUNCTIONS, PROGRAMS & PURPOSES OF SIERRA MADRE UNITED METHODIST CHURCH. 6 6 0 6 0 0 0 0 0 0 30737 24754 0 0 30737 24754 65000 0 0 0 0 0 0 0 0 6891 6226 71891 6226 -41154 18528 602313 676556 0 0 602313 676556 SIERRA MADRE UNITED METHODIST FOUNDATION IS A RELIGIOUS CORPORATION ORGANIZED EXCLUSIVELY FOR RELIGIOUS PURPOSES. DISBURSEMENTS ARE AT THE DISCRETION OF THE BOARD OF DIRECTORS BASED ON THE FOLLOWING PURPOSES FOR INCORPORATION: TO AID, PROMOTE & SUPPORT THE ACTIVITIES, PROGRAMS & PURPOSES OF SIERRA MADRE UNITED METHODIST CHURCH 0 0 0 0 0 SUPPORT THE SIERRA MADRE UNITED METHODIST CHURCH AS FUNDS ARE REQUESTED. 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 X 6 6 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 CA X BARBARA BEVINGTON 6263554342 97 E HIGHLAND AVE F SIERRA MADRE CA 91024 X BILL BRASSFIELD DIRECTOR 0 0 X 0 0 0 ELIZABETH MACKEY-PETERSON DIRECTOR 0 0 X 0 0 0 JILL SCHOFIELD DIRECTOR 0 0 X 0 0 0 ROBERT TRAVIS PRESIDENT 0 0 X X 0 0 0 JOYCE KENYON SECRETARY 0 0 X X 0 0 0 BARBARA BEVINGTON TREASURER 0 0 X X 0 0 0 0 0 0 0 0 0 0 0 0 0 14544 0 0 14544 0 0 0 0 0 0 0 0 0 0 117297 5050 112137 0 5160 5050 10210 0 0 10210 0 24754 0 0 24754 6226 6226 6226 0 6226 0 68434 101207 533879 575349 602313 676556 0 0 X 602313 676556 0 0 0 0 602313 676556 602313 676556 18528 55715 0 0 0 0 X 0 0 0 X X 1 SIERRA MADRE UNITED METHODIST CHURCH 951958246 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Schedule A, Part IV, Section D, Line 3 The Directors are elected annually by the members of the Supported Organization (the Church). Some of the Directors are also voting members of the governing body of the Church and others regularly attend and participate in the meetings, which creates a very close relationship. Schedule A, Part IV, Section E, Line 2a The Foundation supports one organization - the Sierra Madre United Methodist Church. Grants to the Church are for the support of the activities, programs and functions of the Church. The Foundation holds title to and manages (utilizing a management company) exempt assets/investments and provides guidelines for the investment strategy used. Foundation activities funnel into the Church's exempt purposes, as the only grant recipient. Church members serving on both the supporting and supported organization's governing body further the responsive relationship between the two. Schedule A, Part IV, Section E, Line 2b The Foundation holds and maintains assets for the exclusive use of its supported organization, the Church. If those assets were not held by the Foundation, the responsibility to both hold and maintain these assets would fall to the Church. Form 990, Part VI, Section A, Line 3 PORTFOLIO MANAGED BY BANK OF AMERICA US TRUST PHILANTHROPIC SERVICES USING GUIDELINES PROVIDED BY THE BOARD OF DIRECTORS WHICH ARE REVIEWED AND UPDATED ANNUALLY Form 990, Part VI, Section A, Line 8b N/A NOT APPLICABLE THE ORGANIZATIONS DOES NOT HAVE ANY COMMITTEES Form 990, Part VI, Section A, Line 9 ROBERT TRAVIS, 2334 THIRD AVE, ARCADIA, CA 91006, JOYCE KENYON, 220 N MOUNTAIN TRAIL, SIERRA MADRE, CA 91024, BARBARA BEVINGTON, 97 E HIGHLAND AVE #F, SIERRA MADRE, CA 91024, BILL BRASSFIELD, 1815 RODEO RD, ARCADIA, CA 91006, JILL SCHOFIELD, 1225 HASTINGS RANCH RD, PASADENA, CA 91107, ELIZABETH MACKEY-PETERSON, 547 E GRANDVIEW AVE, SIERRA MADRE, CA 91024 Form 990, Part VI, Section B, Line 11b THE TREASURER PROVIDES ALL DIRECTORS WITH COMPLETE COPIES OF ALL 2023 TAX FORMS BEFORE SUBMITTED OR MAILED. THE TAX FORMS ARE REVIEWED BY THE BOARD OF DIRECTORS AT THEIR NEXT MEETING. Form 990, Part VI, Section C, Line 19 FOUNDATION DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE SIERRA MADRE UNITED METHODIST CHURCH OFFICE, 695 W SIERRA MADRE BLVD, SIERRA MADRE, CA 91024 626-355-0629 SIERRA MADRE UNITED METHODIST CHURCH 695 W SIERRA MADRE BLVD SIERRA MADRE CA 91024 951958246 CHRISTIAN CHURCH CA 501 (C) (3) 11C 111-F1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0