2024-11-15T13:43:37-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 18500 VON KARMAN AVE 10TH FLOOR IRVINE CA 92612 990 2023-01-01 843856850 NATIONAL GIVING FOUNDATION INC NATI 9093356810 PO BOX 11251 SAN BERNARDINO CA 92423 JOSHUA LINDSEY CEO 9093356810 2024-11-14 1 0 BRIAN YACKER P00401346 9492222999 2024-11-14 2023 2024-10-15 13:58:12Z JOSHUA LINDSEY PO BOX 11251 SAN BERNARDINO CA 92423 2301040 0 X N/A X 2019 CA IMPROVING THE LIVES OF THE NEEDY, IN ALL AREAS OF THEIR LIVES IN WHICH ASSISTANCE IS NEEDED, BUT OTHERWISE UNAVAILABLE OR REJECTED THROUGH PRIVATE OR GOVERNMENT SERVICES. 3 3 0 6 0 0 3674 3675 0 0 22910310 -6804464 6073129 1075209 28987113 -5725580 14443123 1516639 0 0 5417 5000 0 0 109 17507 15018 14466047 1536657 14521066 -7262237 67483524 60221287 0 0 67483524 60221287 IMPROVING THE LIVES OF THE NEEDY, IN ALL AREAS OF THEIR LIVES FOR WHICH ASSISTANCE IS NEEDED, BUT OTHERWISE UNAVAILABLE OR REJECTED THROUGH PRIVATE OR GOVERNMENT SERVICES. 0 0 1516639 1516639 FOOD DRIVES TO SUPPORT THE NEEDY IN THE COMMUNITY LOCAL TO THE ORGANIZATION'S HEADQUARTERS. GIFTING OF ASSETS CONTRIBUTED TO THE ORGANIZATION, TO OTHER ORGANIZATIONS WITH SIMILAR GOALS TO SUPPORT THEIR PROGRAMS AND/OR ACTIVITIES, WHICH MAY INCLUDE SUPPORT OF ANTI-HUMAN TRAFFICKING ACTIVITES; DRUG EDUCATION, PREVENTION, INTEVENTION AND/OR REHABILITATION; ASSISTANCE TO DISABLED VETERANS. AWARDING OF GRANTS AND SCHOLARSHIPS SHALL BE CONSIDERED UPON RECEIVING SUFFICIENT CONTRIBUTIONS TO ADOPT AND DEVELOP SUCH PROGRAMS, TO ASSIST NEEDY INDIVIDUALS IN PROMOTING THEIR SELF-SUFFICIENCY AND SUCCESS. 1516639 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JOSHUA LINDSEY 9093356810 PO BOX 11251 SAN BERNARDINO CA 92423 EDWARD COTNEY CCO 5.00 X X 5000 0 0 JOSHUA LINDSEY CEO 10.00 X X 0 0 0 EDITH MARTINEZ CFO 5.00 X X 0 0 0 GARRISON KELLER VICE PRESIDENT 5.00 X 0 0 0 5000 0 0 0 0 0 0 0 3675 3675 1222156 1222156 1075209 1075209 8026620 -8026620 -8026620 -8026620 -5725580 0 0 -5729255 1516639 1516639 5000 5000 14000 14000 218 109 109 REGISTRATION FEE 800 800 1536657 1516639 19909 109 170816 334553 67312708 59886734 67483524 60221287 0 0 X 67483524 60221287 67483524 60221287 67483524 60221287 -7262237 0 X X 0 1 X 1 0 X 20206004 21280731 40032 3674 3675 41534116 20206004 21280731 40032 3674 3675 41534116 41534116 4785648 6426635 3955002 28983439 2297365 46448089 18056 250 18306 88000511 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 18,056. 2020 AMOUNT: $ 250. 0 INVESTMENTS-OTH SECS (DETAIL)-990 59886734 C 59886734 X -5725580 0 -5725580 0 -5725580 1536657 0 1536657 0 1536657 PART X, LINE 2: THE FOUNDATION WAS ORIGINALLY FORMED AS A NOT-FOR-PROFIT ORGANIZATION, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE STATE OF CALIFORNIA GRANTED A COMPARABLE EXEMPTION. THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS, IF ANY, ON A CONTINUAL BASIS THROUGH REVIEW OF THEIR POLICIES AND PROCEDURES, REVIEW OF THEIR REGULAR TAX FILINGS AND DISCUSSION WITH OUTSIDE EXPERTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE CALIFORNIA FRANCHISE TAX BOARD GENERALLY FOR THREE AND FOUR YEARS AFTER THEY WERE FILED, RESPECTIVELY. 1 BARN BUDDIES RESCUE 7222 W GRAND TETON DRIVE LAS VEGAS NV 89131 800926827 501(C)(3) 120000 0 GENERAL OPERATING SUPPORT BEUNCOMMON INC PO BOX 237 GREENWOOD VILLAGE CO 80121 883937101 501(C)(3) 421897 0 GENERAL OPERATING SUPPORT FIDELITY INVESTMENT CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 110303001 501(C)(3) 417360 0 GENERAL OPERATING SUPPORT JP MORGAN CHASE FOUNDATION 383 MADISON AVENUE 41ST FLOOR NEW YORK NY 10005 237049738 501(C)(3) 249524 0 GENERAL OPERATING SUPPORT LIFEVANTAGE LEGACY INC 3300 N TRIUMPH BLVD 700 LEHI UT 84043 823548523 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT OAK VALLEY CHURCH 9580 CALIMESA BLVD CALIMESA CA 92320 330437278 501(C)(3) 66667 0 GENERAL OPERATING SUPPORT STEPHEN SILLER TUNNEL TO TOWERS 2361 HYLAN BLVD STATEN ISLAND NY 10306 020554654 501(C)(3) 150000 0 GENERAL OPERATING SUPPORT SUPERIOR LIVING FOUNDATION INC 6931 ARLINGTON RD SUITE 320 BETHESDA MD 20814 822456912 501(C)(3) 36667 0 GENERAL OPERATING SUPPORT TREE OF LIFE MEDICAL MISSIONS INC 23315 PALM AVE GRAND TERRACE CA 92508 461660806 501(C)(3) 34762 0 GENERAL OPERATING SUPPORT 9 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE, THE GRANTEES' ELIGIBILITY, AND THE SELECTION CRITERIA USED. THIS INCLUDES VERIFYING THE GRANT APPLICANT'S STATUS VIA THE IRS WEBSITE, VERIFYING THEIR GOALS ALIGN WITH THE ORGANIZATION'S MISSION, REVIEWING AND COMPLETING ALL NECESSARY DOCUMENTATION, AND SYSTEMATICALLY ARCHIVING ALL APPROVALS AND DENIALS FOR GRANTEES. REGARDING MONITORING THE USE OF GRANT FUNDS, THE ORGANIZATION PRIMARILY DISBURSES GRANTS TO OTHER 501(C)(3) ORGANIZATIONS, WHICH HAVE RECEIVED TAX EXEMPT DETERMINATION STATUS FROM THE IRS, TRUSTING THE ACCURACY OF THE IRS DATABASE. WHILE THE ORGANIZATION DOES NOT DIRECTLY OVERSEE DAY-TO-DAY OPERATIONS, IT MAY CONDUCT PERIODIC REVIEWS OR REQUIRE FINANCIAL REPORTS TO CONFIRM COMPLIANCE AND ASSESS THE IMPACT OF FUNDING. OVERALL, THE ORGANIZATION'S PROCESS DEMONSTRATES AN EFFORT TO MAINTAIN RECORDS AND MONITOR GRANT FUNDS, ENSURING ACCOUNTABILITY AND ALIGNMENT WITH INTENDED PURPOSES. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C COMPLIANCE IS REVIEWED ANNUALY. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -74148 7142657 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT UT NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -174985 3446190 0 0 0.99000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT AZ NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -88808 533080 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT NV NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -538536 14683246 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CA NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -319230 2542014 0 0 0.99000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -40805 5533599 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -22759 5551645 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -51607 2685278 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -51607 2685278 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT NV NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -58927 1745806 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT NE NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -2913567 5336179 0 0 0.95000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CA NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -1317115 870770 0 0 0.99000 ANONYMOUS PO BOX 11251 SAN BERNARDINO CA 92423 INVESTMENT MANAGEMENT CO NATIONAL GIVING FOUNDATION EXCLUDED UNDER 512 -77161 7130990 0 0 0.95000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0