2025-06-06T13:39:57-05:00 2024-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST SUITE 1400 BELLEVUE WA 98004 990PF 2024-01-01 911784647 MARIA & ROBERT KELLY STEWARDSHIP MARI 2535814626 10011 BRIDGEPORT WY SW1500 214 LAKEWOOD WA 98499 MARIA JOHN NICHOLAS KELLY PRESIDENT 2535814626 2025-06-06 1 0 JENNIFER BECKER HARRIS P00183358 4254544919 2025-05-09 2024 2025-03-06 01:10:19Z X 2218914 X X 51379 51379 40884 69828 40884 92263 92263 0 0 0 4687 0 4687 7243 362 6881 22 22 0 1390 390 0 13342 774 11568 77500 77500 90842 774 89068 1421 91489 74782 47353 47353 25856 61253 61253 1021667 1007922 1689667 455293 462430 420641 1577598 1578958 2218914 0 0 X 0 0 0 0 1577598 1578958 1577598 1578958 1577598 1578958 1577598 1421 0 1579019 61 1578958 CAPITAL GAINS DIVIDENDS P 6761 6761 6761 PUBLICLY TRADED SECURITIES 2013-07-26 2024-10-25 63067 28944 34123 34123 40884 1272 0 1272 0 1272 1269 0 1500 0 2769 X 0 1497 1497 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 WAY SW STE 1500 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 STE 1500 LAKEWOOD WA 98499 PRESIDENT/DIRECTOR 4.00 0 0 0 KERRY KRISHER 10011 BRIDGEPORT WAY SW STE 1500 LAKEWOOD WA 98499 TREASURER/SECRETARY 0.25 0 0 0 NONE 0 NONE 0 0 2088378 97285 0 2185663 0 0 2185663 32785 2152878 107644 107644 1272 1272 106372 0 106372 0 106372 89068 0 89068 106372 70809 0 0 89068 70809 0 0 18259 0 0 0 0 0 0 0 0 88113 0 0 0 MARIA JOHN NICHOLAS KELLY X MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW STE 1500 PMB 214 LAKEWOOD WA 98499 POF GENERAL OPERATIONS AND SUPPORT. 55000 ENVIRONMENTAL HEALTH SCIENCES 612 W BEALL ST SUITE C BOZEMAN MT 59715 PC GENERAL OPERATIONS AND SUPPORT. 2000 VETERANS FOR LIFE INC 15063 GUADALUPE DR RANCHO MURRIETA CA 95683 PC GENERAL OPERATIONS AND SUPPORT. 2500 FOUR SPRINGS SEMINARS 14598 SHEVELAND RD MIDDLETOWN CA 95461 PC GENERAL OPERATIONS AND SUPPORT. 15000 FRIENDS OF EAST SACRAMENTO 1400 39TH STREET SACRAMENTO CA 95816 PC GENERAL OPERATIONS AND SUPPORT. 3000 77500 0 14 51379 18 40884 0 92263 0 92263 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 7243 362 6881 MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WAY SW STE 1500 PMB 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, 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 STE 1500 PMB 214 LAKEWOOD WA 98499 2022-06-02 25000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2022-2024. 25000 NO 8/8/23, 6/20/24, 4/29/25 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 STE 1500 PMB 214 LAKEWOOD WA 98499 2023-11-14 30000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2024. 30000 NO 6/20/24, 4/29/25 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 STE 1500 PMB 214 LAKEWOOD WA 98499 2024-08-20 55000 TO PROVIDE FUNDING FOR OPERATING EXPENSES AND FURTHERANCE OF CHARITABLE PURPOSES FOR CALENDAR YEARS 2024 AND 2025. 10393 NO 4/29/25 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:55,000 8,873 SHARES VANGUARD GNMA FUND 95153 80921 11,202 SHARES VANGUARD INTERMEDIATE-TERM 111156 95887 5,206 SHARES VANGUARD SHORT-TERM CORPORATE BOND 112213 110579 8,115 SHARES VANGUARD SHORT-TERM FEDERAL FUND 86607 82364 9,389 SHARES VANGUARD HIGH YIELD CORPORATE 57301 50890 1,088 SHARES VANGUARD REIT INDEX FUND ADMIRAL 119579 137419 1,561 SHARES VAGUARD SMALL-CAP VALUE INDEX FUND 63816 132930 12,623 SHARES ABERDEEN STD GOLD ETF 154376 316206 13,811 SHARES VANGUARD TOTAL WORLD STOCK INDEX 292420 574385 2,669 SHARES VANGUARD STRATEGIC EQUTY FUND 89055 96441 2,614 SHARES VANGUARD EMERGING MARKETS STOCK INDEX 99819 96129 4,690 SHARES VANGUARD INTERNATIONAL EXPLORER FUND 82417 76819 5,655 SHARES INVESCO EXCHANGE-TRADED FD 106440 259338 LEGAL FEES 4687 0 4687 OTHER CHANGE IN NET ASSETS, NO TAX IMPACT 61 INVESTMENT MANAGEMENT FEES 22 22 0 FOREIGN TAX 390 390 0 FEDERAL TAXES 1000 0 0 MARIA & ROBERT KELLY STEWARDSHIP-EXPLORING INDIVIDUATION 10011 BRIDGEPORT WY SW STE 1500 PMB 214 LAKEWOOD WA 98499 141952333 GENERAL OPERATIONS AND SUPPORT 55000 55000