2024-11-05T10:18:48-08:00 2023-12-31 942951121 Andrews and Carlo CPAs 852 North Hillview Drive Milpitas CA 95035 990PF 2023-01-01 852785691 William & Evelyn Stokes Foundation CO James E Wehrly WILL 6504649523 10049 Oakleaf Place Cupertino CA 95014 James E Wehrly Director 2024-11-05 true true Scott A Bryning P00244661 4089421040 2023 2024-10-15 13:58:12Z X 1256579 X X 11446 11446 29554 29554 -69850 913418 -28850 41000 15220 3200 12020 16303 16303 275 275 31798 19778 12020 315000 315000 346798 19778 327020 -375648 21222 54713 15411 15411 1628652 1327614 1241168 1683365 1343025 1256579 0 X 1683365 1343025 1683365 1343025 1683365 1343025 1683365 -375648 35308 1343025 1343025 Morgan Stanley A/C 060845 D 2021-12-31 2023-12-31 889071 947268 -58197 -58197 Morgan Stanley A/C 060836 D 2021-12-31 2023-12-31 24347 36000 -11653 -11653 -69850 295 295 295 995 995 700 700 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 1256579 1256579 0 1256579 18849 1237730 61887 61887 295 295 61592 61592 61592 327020 327020 61592 13806 261500 275306 327020 0 61592 265428 540734 0 540734 13806 261500 265428 X Mathematics Education Trust CO NCTM PO Box 75842 Baltimore MD 21275 NC NCTM (National Council of Teachers of Mathematics) 501(c)(3) funds were gifted 12/15/2023 directed to the Mathematics Education Trust to be distributed as scholarships to NCTM member teachers pursuing a degree and certification in the teaching of mathematics. This gift completes the Foundation's commitment to the NCTM Mathematics Education Trust. 25000 Children's Health Council-Sand Hill 650 Clark Way Palo Alto CA 94304 NC Children's Health Council (501(c)((3) funds were gifted on 12/15/2023 directed to Sand Hill School for expendable program/curriculum support. This gift completes the Foundation's commitment to Children's Health Council/Sand Hill School. 40000 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 315000 11446 29554 -69850 -28850 -28850 3 The Foundation assets consists of Investments in Securities. For calendar year 2023 those investments generated a net loss of $(60,648). Contributions paid out were $315,000, and $315,000 were paid out of Corpus. The recipients use those funds for purposes as identified in Part XIV page 11. 4 Same as Line 3. 8 Same as Line 3. false false false false false false false false false false Accounting and Tax Preparation Fees 15220 3200 0 12020 Morgan Stanley # 060845 See Attached AT COST 1114092 1117015 Morgan Stanley # 060836 See Attached AT COST 213522 124153 Miscellaneous Expenses 275 275 Assets Basis Adjustment 35308 Investment Advisory Fees 16303 16303 0 0