2024-10-02T08:49:35-05:00 2023-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2023-01-01 341813463 ALLEGHENY WESLEYAN METHODIST STEWARDSHIP FOUNDATION ALLE 8147207828 PO BOX 357 SALEM OH 44460 TIMOTHY TROYER TREASURER 8147207828 2024-09-27 1 0 GREGORY D OWENS P00048643 9133383500 2024-09-25 2023 2024-10-15 13:58:12Z DAVID L LARGE PO BOX 357 SALEM OH 44460 2478681 0 X N/A X 1995 OH TO ASSIST PERSONS IN MAKING LASTING CONTRIBUTIONS TO THE INSTITUTIONS AND LOCAL CHURCHES OF THE ALLEGHENY WESLEYAN METHODIST CONNECTION AND, AS SUCH, IS DESIGNATED TO SERVE THE CONNECTION, ITS RELATED INSTITUTIONS, AND LOCAL CHURCHES. 9 4 2 9 0 0 10037 19358 14692 22947 480858 182209 3428 0 509015 224514 167836 143430 0 0 22994 25147 0 0 16692 47072 41399 237902 209976 271113 14538 4582222 5213796 1549027 1977964 3033195 3235832 X TO ASSIST PERSONS IN MAKING LASTING CONTRIBUTIONS TO THE INSTITUTIONS AND LOCAL CHURCHES OF THE ALLEGHENY WESLEYAN METHODIST CONNECTION AND, AS SUCH, IS DESIGNATED TO SERVE THE CONNECTION, ITS RELATED INSTITUTIONS, AND LOCAL CHURCHES. 0 0 33786 33786 SUPPORT MISSION OUTREACH AND CHURCH GROWTH PROGRAMS TO REACH THE LOST AND NEEDY. 10511 ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED. 58235 58235 SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION. 55962 51409 22947 THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE. 55962 51409 22947 158494 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 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 7 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 1 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 1 1 0 X TIMOTHY TROYER 8147207828 13885 DUCK CREEK ROAD SALEM OH 44460 TIMOTHY TROYER TREASURER 8.00 X X 8620 0 0 DAVID BLOWERS VICE-PRESIDENT 0.50 X X 0 20893 13098 DAVID LARGE PRESIDENT 15.00 X X 14740 0 0 LARRY BRUNK DIRECTOR 0.25 X 0 0 0 BRADLEY FORRIDER DIRECTOR 0.25 X 0 0 0 JAMES KUNSELMAN DIRECTOR 0.25 X 0 36980 0 JOSEPH SMITH DIRECTOR 0.25 X 0 0 0 DANIEL KAUFMAN DIRECTOR 0.25 X 0 30988 4061 BRANT LUTHER SECRETARY 0.50 X X 0 0 0 23360 88861 17159 0 0 0 0 0 19358 19358 FEES FROM AWM ORGANIZATIONS 900099 16601 16601 PROGRAM-RELATED INTEREST INCOME 900099 6346 6346 22947 130843 130843 2305533 2254167 51366 51366 51366 224514 22947 0 182209 143430 143430 23360 2336 8370 12654 1787 179 640 968 4899 4899 16786 16786 464 464 1570 1570 5211 1042 1563 2606 225 225 962 962 LIFE INCOME AGREEMENTS 10511 10511 ACTUARIAL ADJUSTMENT 771 771 209976 158494 34790 16692 342223 1207651 3870571 2231207 1378322 68315 106707 301113 289909 4582222 5213796 1445997 1905023 15000 15000 88030 57941 1549027 1977964 X 2681870 2893033 351325 342799 3033195 3235832 4582222 5213796 14538 188099 0 X 1 X 0 1 0 X X 1 ALLEGHENY WESL METH 251253863 1 1 143430 14293 1 143430 14293 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1445997 792810 333784 1905023 1 X 0 VANGUARD SHORT TERM CORP 523842 F ISHARES CORE S&P 500 854480 F 1378322 BENEFICIAL INTEREST IN CHARITABLE TRUST HELD BY OTHERS 289909 289909 CHARITABLE GIFT ANNUITIES 57941 57941 X PART IV, LINE 2B: THIS AMOUNT HELD IN ESCROW IS A POOLED INCOME FUND THAT COMBINES THE FUNDS OF SEVERAL ORGANIZATIONS. PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10 AS IT MIGHT APPLY TO THE FOUNDATION'S FINANCIAL TRANSACTIONS. THE FOUNDATION'S POLICY IS TO RECORD A LIABILITY FOR ANY TAX POSITION THAT IS BENEFICIAL TO THE FOUNDATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION TAKEN BY MANAGEMENT WITH RESPECT TO THE TRANSACTION OR CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF DECEMBER 31, 2023 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 ALLEGHENY WESLEYAN COLLEGE 2161 WOODSDALE ROAD SALEM OH 44460 341142457 501(C)(3) 36786 0 EDUCATION ALLEGHENY WESLEYAN METHODIST CONNECTION PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 45603 0 CHURCH ADMINISTRATION ALLEGHENY MISSIONS PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 33786 0 MISSION OUTREACH STONEBORO CAMPMEETING ASSOCIATION 965 FREDONIA ROAD STONEBORO PA 16153 341438721 501(C)(3) 16893 0 CAPITAL IMPROVEMENTS ALLEGHENY PIONEERING PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 5806 0 OUTREACH 5 0 PART I, LINE 2: THE FOUNDATION NORMALLY RECEIVES THANK YOU NOTES AND PICTURES OF PROJECTS THAT WERE FUNDED THROUGH THE FOUNDATION'S GIVING PROGRAM. ADDITIONALLY, THERE IS USUALLY AT LEAST ONE BOARD MEMBER THAT HAS FIRST-HAND KNOWLEDGE OF THE PROJECTS THAT RECEIVE FUNDING. FORM 990, PART VI, SECTION A, LINE 2 JAMES KUNSELMAN AND TIMOTHY TROYER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER REVIEWS THE 990. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF EVERY EMPLOYEE AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR THEIR APPROVAL. THIS PROCESS IS PART OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST BY THE PUBLIC. ALLEGHENY WESLEYAN METHODIST CONNECTION PO BOX 357 SALEM OH 44460 251253863 CHURCH PA 501(C)(3) LINE 1 N/A 0 ALLEGHENY WESLEYAN COLLEGE 2161 WOODSDALE ROAD SALEM OH 44460 341142457 COLLEGE PA 501(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0