2024-07-23T11:20:55-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST SUITE 1400 BELLEVUE WA 98004 990PF 2023-01-01 911784647 MARIA & ROBERT KELLY STEWARDSHIP MARI 2535814626 10011 BRIDGEPORT WY SW1500 214 LAKEWOOD WA 98499 MARIA JOHN NICHOLAS KELLY PRESIDENT 2535814626 2024-06-26 1 MARIA JOHN NICHOLAS KELLY 999009999 0 JENNIFER BECKER HARRIS P00183358 4254544919 2024-06-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2053309 X X 46059 46059 3790 3790 3790 49849 49849 0 0 0 6758 0 6758 12658 0 12658 540 415 0 765 0 765 20721 415 20181 52100 52100 72821 415 72281 -22972 49434 46996 74782 74782 96573 25856 25856 1007502 1021667 1537284 449499 455293 415387 1600570 1577598 2053309 0 0 X 0 0 0 0 1600570 1577598 1600570 1577598 1600570 1577598 1600570 -22972 0 1577598 0 1577598 CAPITAL GAINS DIVIDENDS P 3790 3790 3790 3790 687 0 687 0 687 956 0 1000 0 1956 X 0 1269 1269 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 1 0 1 N/A MARIA JOHN KELLY 2535814626 10011 BRIDGEPORT WY SW1500 214 LAKEWOOD WA 98499 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 MARIA JOHN NICHOLAS KELLY 10011 BRIDGEPORT WAY SW SUITE 1500 LAKEWOOD WA 98499 PRESIDENT/DIRECTOR 4.00 0 0 0 JAMES H MORTON 10011 BRIDGEPORT WAY SW SUITE 1500 LAKEWOOD WA 98499 TREASURER/SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 1833080 123537 0 1956617 0 0 1956617 29349 1927268 96363 96363 687 687 95676 0 95676 0 95676 72281 0 72281 95676 47414 0 0 72281 47414 0 0 24867 0 0 0 0 0 0 0 0 70809 0 0 0 MARIA JOHN NICHOLAS KELLY X MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW SUITE 1500 214 LAKEWOOD WA 98499 POF GENERAL OPERATIONS AND SUPPORT. 30000 ENVIRONMENTAL HEALTH SCIENCES 612 W BEALL ST SUITE C BOZEMAN MT 59715 PC GENERAL OPERATIONS AND SUPPORT. 2000 GUILD FOR PSYCHOLOGICAL STUDIES 1895 AVENIDA DEL ORO 6457 OCEANSIDE CA 92056 PC GENERAL OPERATIONS AND SUPPORT. 17600 CULTURAL LANDSCAPE FOUNDATION 1711 CONNECTICUT AVE NW STE 20 WASHINGTON DC 20009 PC GENERAL OPERATIONS AND SUPPORT. 2500 52100 0 14 46059 18 3790 0 49849 0 49849 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 12658 0 12658 MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW SUITE 1500 214 LAKEWOOD WA 98499 2020-03-17 70000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2020-2022. 70000 NO 3/17/20, 5/5/22, 8/8/23, FINAL GRANT EXPENDITURES CONSTITUTED QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF SECTION 4942(G) OF THE CODE. THE DISTRIBUTIONS WOULD BE TREATED AS MADE OUT OF CORPUS UNDER THE TREASURY REGULATION SECTION 53.4942(A)-3(D) IF MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION WERE A PRIVATE NON-OPERATING FOUNDATION. MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW SUITE 1500 214 LAKEWOOD WA 98499 2021-12-28 48000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2022 AND 2023. 48000 NO 5/5/22, 8/8/23, 6/20/24 GRANT EXPENDITURES CONSTITUTED QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF SECTION 4942(G) OF THE CODE. THE DISTRIBUTIONS WOULD BE TREATED AS MADE OUT OF CORPUS UNDER THE TREASURY REGULATION SECTION 53.4942(A)-3(D) IF MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION WERE A PRIVATE NON-OPERATING FOUNDATION. MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW SUITE 1500 214 LAKEWOOD WA 98499 2022-06-02 25000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2022-2024. 11105 NO 8/8/23, 6/20/24 GRANT EXPENDITURES CONSTITUTED QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF SECTION 4942(G) OF THE CODE. THE DISTRIBUTIONS WOULD BE TREATED AS MADE OUT OF CORPUS UNDER THE TREASURY REGULATION SECTION 53.4942(A)-3(D) IF MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION WERE A PRIVATE NON-OPERATING FOUNDATION. MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW SUITE 1500 214 LAKEWOOD WA 98499 2023-11-14 30000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2024 AND 2025. 0 NO 6/20/24 GRANT EXPENDITURES CONSTITUTED QUALIFYING DISTRIBUTIONS WITHIN THE MEANING OF SECTION 4942(G) OF THE CODE. THE DISTRIBUTIONS WOULD BE TREATED AS MADE OUT OF CORPUS UNDER THE TREASURY REGULATION SECTION 53.4942(A)-3(D) IF MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION WERE A PRIVATE NON-OPERATING FOUNDATION. FORM 990-PF, PART VI-A, LINE 11 SCHEDULE OF INFORMATION REGARDING TRANSFERS FROM A CONTROLLED ENTITYNAME AND ADDRESS OF CONTROLLED ENTITY:MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION10011 BRIDGEPORT WY SW, #1500LAKEWOOD, WA 98499EMPLOYER IDENTIFICATION NUMBER:14-1952333DESCRIPTION OF TRANSFER:GENERAL OPERATIONS AND SUPPORTAMOUNT OF TRANSFER:30,000 8,873 SHARES VANGUARD GNMA FUND 95153 82961 11,202 SHARES VANGUARD INTERMEDIATE-TERM 111156 97232 5,005 SHARES VANGUARD SHORT-TERM CORPORATE BOND 107954 105300 7,830 SHARES VANGUARD SHORT-TERM FEDERAL FUND 83729 79004 9,389 SHARES VANGUARD HIGH YIELD CORPORATE 57301 50890 1,047 SHARES VANGUARD REIT INDEX FUND ADMIRAL 115708 132564 1,561 SHARES VAGUARD SMALL-CAP VALUE INDEX FUND 63816 121864 12,623 SHARES ABERDEEN STD GOLD ETF 154376 249178 14,364 SHARES VANGUARD TOTAL WORLD STOCK INDEX 298598 523285 2,669 SHARES VANGUARD STRATEGIC EQUTY FUND 89055 91691 2,614 SHARES VANGUARD EMERGING MARKETS STOCK INDEX 99819 89044 4,690 SHARES VANGUARD INTERNATIONAL EXPLORER FUND 82417 79867 6262 SHARES INVESCO EXCHANGE-TRADED FD 117878 249791 LEGAL FEES 6758 0 6758 BANK FEES 30 0 30 OFFICE EXPENSES 735 0 735 FOREIGN TAX 415 415 0 FEDERAL TAXES 125 0 0 MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WY SW 1500 LAKEWOOD WA 98499 141952333 GENERAL OPERATIONS AND SUPPORT 30000 30000