2024-10-07T21:41:59-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990PF 2023-01-01 770341838 JOSEPH PLAN FOUNDATION JOSE 3239335591 PO BOX 280 KENWOOD CA 954520280 WILLIAM MCCLINTOCK TREASURER 7075911976 2024-10-07 1 0 BRIAN YACKER P00401346 9492222999 2024-10-07 2023 2024-10-15 13:58:12Z X 237064 X 22745 11 11 11 10289 10289 10289 6692 25180 6692 0 2199 2199 2199 38909 0 38909 80845 16992 51408 59150 4224 0 49352 400 0 0 400 4565 0 0 3680 41580 0 0 4158 2775 1388 1388 1387 883 0 883 4081 0 0 3265 4529 0 1811 2717 24736 0 16577 7093 142699 5612 20659 72052 0 0 142699 5612 20659 72052 -61854 11380 30749 12047 31640 31640 5892 11345 11345 800 800 800 820 2820 2820 249972 170814 170814 4417 1961 3338 2456 2456 17189 17189 17189 290058 237064 237064 0 0 X 0 0 0 0 290058 237064 290058 237064 290058 237064 290058 -61854 8860 237064 0 237064 PUBLICLY TRADED SECURITIES 2021-01-01 2023-07-17 25180 18488 6692 6692 6692 0 158 0 158 0 158 311 0 0 0 311 0 153 153 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 1 0 0 0 1 WWW.JOSEPHPLAN.ORG WILLIAM MCCLINTOCK TREASURER 7075911976 PO BOX 280 KENWOOD CA 954520280 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES JOHNSON PO BOX 280 KENWOOD CA 95452 DIRECTOR/PRESIDENT 32.00 24000 0 0 WILLIAM MCCLINTOCK PO BOX 280 KENWOOD CA 95452 DIRECTOR/VP/TREASURER 14.00 15000 0 0 JOHANNA MACDONALD PO BOX 280 KENWOOD CA 95452 DIRECTOR/VICE PRESIDENT 10.00 14750 0 0 MELANIE COULTER PO BOX 280 KENWOOD CA 95452 DIRECTOR/SECRETARY 6.00 5400 0 0 WILLIAM KELLY PO BOX 280 KENWOOD CA 95452 DIRECTOR/VICE PRESIDENT 2.00 0 0 0 BARBARA MICHAEL PO BOX 280 KENWOOD CA 95452 DIRECTOR 2.00 0 0 0 STANLEY KRIPPNER PO BOX 280 KENWOOD CA 95452 DIRECTOR 2.00 0 0 0 MARIA RAMIREZ PO BOX 280 KENWOOD CA 95452 DIRECTOR 2.00 0 0 0 FRANK NADER PO BOX 280 KENWOOD CA 95452 DIRECTOR 2.00 0 0 0 DAVID MARSHALL PO BOX 280 KENWOOD CA 95452 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 WE HAD PROGRAMS TO INTRODUCE PEOPLE TO THE SPIRIT OF SERVICE AND MAINTAINED CONTACT WITH PEOPLE NATIONWIDE THROUGH PHONE, EMAIL, AND OUR WEBSITE. WE ALSO DISTRIBUTED AND MADE AVAILABLE EDUCATIONAL MATERIAL INCLUDING OVER 20 BOOKS AND E-BOOKS, AND 20 AUDIO AND DVD TITLES RELATED TO OUR EXEMPT PURPOSE-CULTURAL, PHILOSOPHICAL, EDUCATIONAL, AND RELIGIOUS SUBJECT MATTERS & COMMENTARY ON THE AMERICAN SPIRIT OF "IN GOD WE TRUST". 74962 EDUCATIONAL PROGRAM: WE SPONSORED GATHERINGS ATTENDED BY PEOPLE FROM ACROSS AMERICA AND EUROPE, DESIGNED TO INSPIRE INDIVIDUALS TO ACHIEVE FULFILLMENT THROUGH CHARITABLE SERVICE BY INTRODUCING PEOPLE TO RELEVANT CULTURAL, CHARITABLE, EDUCATIONAL, PHILOSOPHICAL, AND RELIGIOUS TEACHINGS AND COMMENTARY AND TO THE AMERICAN SPIRIT OF "IN GOD WE TRUST," WITH THE HELP OF INDIVIDUALS VOLUNTEERING ON A PART TIME BASIS. 14896 0 223634 19923 6076 249633 0 0 249633 3744 245889 12294 X 72052 0 72052 2007-01-01 X 12294 15501 10444 5321 43560 10450 13176 8877 4523 37026 72052 67161 89664 64703 293580 0 1000 0 0 1000 72052 66161 89664 64703 292580 0 0 8196 10334 6963 6561 32054 0 0 0 0 X 0 0 RETREAT AND WORKSHOP 38909 14 11 14 10289 18 6692 2199 0 16992 41108 58100 10 SALES OF EDUCATIONAL BOOKS, E-BOOKS, AND AUDIO AND DVD'S COVERING SUBJECTS THAT ARE RELATED TO OUR EXEMPT PURPOSE AND ARE CULTURAL, EDUCATIONAL, PHILOSOPHICAL, RELIGIOUS, AND CHARITABLE IN NATURE. 1A FEES FROM INDIVIDUALS FOR PUBLIC SEMINARS THAT INSPIRE INDIVIDUALS TO ACHIEVE FULFILLMENT THROUGH CHARITABLE SERVICE AND TO INTRODUCE INDIVIDUALS TO CULTURAL, CHARITABLE, EDUCATIONAL, PHILOSOPHICAL AND RELIGIOUS TEACHINGS AND COMMENTARY. 0 0 0 0 0 0 0 0 0 0 X X 1 DAVID MARSHALL 3340 S JEFFERSON ST APT 510 FALLS CHURCH VA 22041 6000 X 2 FRANK NADER 200 BUFFALO HILLS LANE 2 BRAINERD MN 56401 6000 X 3 PHIL BENNER 1368 FOREST ACRES DR THE VILLAGES FL 32162 5000 X ACCOUNTING FEES 2775 1388 1388 1387 EQUIPMENT 2021-10-08 2868 716 SL 5.000000000000 573 0 573 OFFICE CHAIR 2021-11-01 1549 362 SL 5.000000000000 310 0 310 170814 170814 0 0 EQUIPMENT 2868 1289 1579 OFFICE CHAIR 1549 672 877 LEGAL FEES 41580 0 0 4158 COPYRIGHTS & PUBLICITY RIGHTS 9339 9339 9339 LIBRARY & PERSONAL PROPERTY 7850 7850 7850 OFFICE EXPENSES 4241 0 1414 2827 POSTAGE 294 0 0 236 INTERNET/WEB 2594 0 0 2075 INSURANCE 747 0 0 598 MEALS 534 0 0 427 PROGRAM BOOK AND DVD DISTRIBUTION 14896 0 14896 0 FEES AND LICENSES 79 0 0 63 STORAGE 1084 0 0 867 ADVERTISING 267 0 267 0 RETREAT AND WORKSHOP 38909 38909 UNREALIZED GAIN 8860