2025-09-30T10:44:15-05:00 2024-12-31 481195228 KELLER & OWENS LLC 10955 LOWELL AVE STE 800 OVERLAND PARK KS 66210 990 2024-01-01 341813463 ALLEGHENY WESLEYAN METHODIST STEWARDSHIP FOUNDATION ALLE 8147207828 PO BOX 357 SALEM OH 44460 TIMOTHY TROYER TREASURER 8147207828 2025-09-23 1 0 GREGORY D OWENS P00048643 9133383500 2025-09-22 2024 2025-03-06 01:10:19Z DAVID L LARGE PO BOX 357 SALEM OH 44460 1550037 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 10 0 0 19358 269952 22947 25244 182209 139122 0 2696 224514 437014 143430 162700 0 0 25147 25147 0 0 17065 41399 55457 209976 243304 14538 193710 5213796 6101071 1977964 2420148 3235832 3680923 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 38170 38170 SUPPORT MISSION OUTREACH AND CHURCH GROWTH PROGRAMS TO REACH THE LOST AND NEEDY. 11619 ANNUITY PAYMENTS FROM GIFT ANNUITIES RECEIVED. 62102 62102 SUPPORTED CHRISTIAN DAY SCHOOLS AND WESLEYAN COLLEGE TO CONTINUE CHRISTIAN VALUE BASED EDUCATION. 66397 62428 25244 THESE FUNDS ARE USED TO SUPPORT LOCAL CHURCHES AND DENOMINATIONAL INTERESTS PROMOTING CHRISTIAN HERITAGE AND WESLEYAN DOCTRINE. 66397 62428 25244 178288 1 1 0 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 5 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 1 0 0 0 0 1 0 1 1 0 0 0 0 0 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 20577 13630 DAVID LARGE PRESIDENT 15.00 X X 14740 0 0 DANIEL COPE DIRECTOR 0.25 X 0 0 0 BRADLEY FORRIDER DIRECTOR 0.25 X 0 0 0 JAMES KUNSELMAN DIRECTOR 0.25 X 0 36380 0 JOSEPH SMITH DIRECTOR 0.25 X 0 0 0 DANIEL KAUFMAN DIRECTOR 0.25 X 0 30838 5501 BRANT LUTHER SECRETARY 0.50 X X 0 0 0 DAVID DUVALL DIRECTOR 0.25 X 0 0 0 23360 87795 19131 0 0 0 0 0 269952 238165 269952 FEES FROM AWM ORGANIZATIONS 900099 18675 18675 PROGRAM-RELATED INTEREST INCOME 900099 6569 6569 25244 183950 183950 1068195 1113023 -44828 -44828 -44828 ACTUARIAL ADJUSTMENT 900099 2696 2696 2696 437014 25244 0 141818 162700 162700 23360 2336 8370 12654 1787 179 640 968 13182 13182 17679 17679 495 495 1507 1507 5896 1179 1769 2948 275 275 3250 3250 954 954 LIFE INCOME AGREEMENTS 11619 11619 PROPERTY SELLING EXPENS 600 600 243304 178288 47951 17065 1207651 1512815 221000 3250 0 217750 2231207 2399796 1378322 1610758 106707 92896 289909 267056 5213796 6101071 1905023 2328469 15000 15000 57941 76679 1977964 2420148 X 2893033 3140662 342799 540261 3235832 3680923 5213796 6101071 193710 251381 0 X 1 X 0 1 0 X X 1 ALLEGHENY WESL METH 251253863 1 1 177700 18188 1 177700 18188 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1905023 531233 107787 2328469 1 X 42250 42250 178750 3250 175500 217750 VANGUARD SHORT TERM CORP 528175 F ISHARES CORE S&P 500 1082583 F 1610758 CHARITABLE GIFT ANNUITIES 76679 76679 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: INCOME TAXES THE FOUNDATION IS A NON-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IF ANY, UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. 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, 2024 AND, ACCORDINGLY, NO LIABILITY HAS BEEN ACCRUED. 1 ALLEGHENY WESLEYAN COLLEGE 2161 WOODSDALE ROAD SALEM OH 44460 341142457 501(C)(3) 41170 0 EDUCATION ALLEGHENY WESLEYAN METHODIST CONNECTION PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 45118 0 MINISTRY ADMINISTRATION ALLEGHENY MISSIONS PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 38170 0 MINISTRY OUTREACH STONEBORO CAMPMEETING ASSOCIATION 965 FREDONIA ROAD STONEBORO PA 16153 341438721 501(C)(3) 12912 0 OUTREACH ALLEGHENY PIONEERING PO BOX 357 SALEM OH 44460 251253863 501(C)(3) 12210 0 MINISTRY OUTREACH STONEBORO WESLEYAN METHODIST SCHOOL 947 FREDONIA ROAD STONEBORO PA 16153 251382116 501(C)(3) 5500 0 EDUCATION 6 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. X 2 17165 FAIR MARKET VALUE X 1 221000 FAIR MARKET VALUE 0 1 1 PART I, COLUMN (B): NUMBER OF SEPARATE CONTRIBUTIONS PART I, LINE 32B: THE ORGANIZATION USES A THIRD-PARTY BROKER TO SELL DONATIONS OF STOCK. FORM 990, PART VI, SECTION A, LINE 2 JAMES KUNSELMAN AND TIMOTHY TROYER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S SUPPORTED ORGANIZATION, THE ALLEGHENY WESLEYAN METHODIST CONNECTION (DENOMINATION), DETERMINES FIVE VOTING BOARD MEMBERS OF THIS ORGANIZATION. THESE 5 BOARD MEMBERS ARE BOARD MEMBERS OF THIS ORGANIZATION BECAUSE THE POSITION THEY HOLD WITH THE DENOMINATION DETERMINES THAT THEY WILL ALSO BE A VOTING BOARD MEMBER OF THIS ORGANIZATION. 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