2025-11-17T15:59:16-08:00 2024-12-31 942951121 Andrews and Carlo CPAs 852 North Hillview Drive Milpitas CA 95035 990PF 2024-01-01 852785691 William & Evelyn Stokes Foundation CO James E Wehrly WILL 6504649523 10049 Oakleaf Place Cupertino CA 95014 James E Wehrly Director 2025-11-17 true true Scott A Bryning P00244661 4089421040 2024 2025-03-06 01:10:19Z X 1099398 X X 16007 16007 25920 25920 -18524 884341 1465 1465 24868 43392 10065 3500 6565 14039 14039 200 200 24304 17739 6565 250000 250000 274304 17739 256565 -249436 25653 15411 81649 81649 1327614 949077 1017749 1343025 1030726 1099398 0 X 1343025 1030726 1343025 1030726 1343025 1030726 1343025 -249436 1093589 62863 1030726 M.S. A/C # 060845 Summary Covered L/T D 2024-12-31 2024-12-31 504035 528911 -24876 -24876 M.S. A/C # 060845 Sum. Non Covered L/T D 2021-12-31 2024-12-31 639 639 M.S. A/C # 060845 Summary Covered S/T D 2021-12-31 2024-12-31 312644 306186 6458 6458 M.S. A/C # 060845 Sum. Non Covered S/T D 2021-01-23 2024-12-31 12523 12629 -106 -106 5,450 Sh. MS CI Auto C 10750 *24MH22 D 2021-03-19 2024-03-22 54500 54500 Wash Sale 4134 -14390 -20745 357 357 357 700 1000 1700 1343 1343 false false false false false false false true true CA true false false false false true N/A James E Wehrly 6504649523 10049 Oakleaf Place Cupertino CA 950141127 false false false false false false false false false false false false false false false false false false false false false false James E Wehrly 10049 Oakleaf Place Cupertino CA 950141127 Director 0.00 0 NONE NONE 0 0 1099398 1099398 0 1099398 16491 1082907 54145 54145 357 357 53788 53788 53788 256565 256565 53788 13806 261500 265428 540734 256565 0 53788 202777 743511 0 743511 13806 261500 265428 202777 X Ball State University Foundation 2800 West Bethel Avenue Muncie IN 47304 NC The $250,000 gifted in 2023 was directed to two scholarship programs through the Teachers College.$200,000 for the William & Evelyn Stokes Foundation Mathematics Educators Scholarship Fund #8885 for scholarships to under-resourced/economically challenged undergraduate students pursuing a degree and teaching certification with a focus on mathematics.$50,000 for the William & Evelyn Stokes Foundation Art Educators Scholarship Fund #8884 for scholarships to under-resourced/economically challenged undergraduate students pursuing a degree and teaching certification with a focus on Art. 250000 250000 16007 25920 1465 -18524 24868 24868 3 The Foundation assets consist of investments in securities for calendar year 2024 those investments generated a net income of $564. Contributions paid out were $250,000 and were paid out of the Corpus. The recipient used these funds for the purpose as identified in Part XIV page 11. 4 Same as line 3. 7 Same as line 3. 8 Same as line 3. false false false false false false false false false false Accounting and Tax Preparation Fees 10065 3500 0 6565 Morgan Stanley # 060845 See Attached AT COST 852760 932775 Morgan Stanley # 060836 See Attached AT COST 96317 84974 Assets Basis Adjustment 62863 Miscellaneous Expenses 200 200 Other Investment Income 1465 1465 Investment Advisory Fees 14039 14039 0 0