2025-09-23T16:22:45-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 901 VIA PIEMONTE SUITE 300 ONTARIO CA 91764 990 2024-01-01 952216982 DISCIPLES SEMINARY FOUNDATION OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) DISC 9096240712 115 E WILSHIRE AVE FULLERTON CA 92832 CHRISTY NEWTON EXECUTIVE DIRECTOR 9096240712 2025-09-22 1 1 DERRICK DEBRUYNE P00591016 9099857286 2025-09-22 2024 2025-03-06 01:10:19Z CHRISTY NEWTON 115 E WILSHIRE AVE FULLERTON CA 92832 905418 0 1 X WWW.DSF.EDU X 1960 CA PROVIDE FINANCIAL ASSISTANCE AND EDUCATIONAL PROGRAMS TO STUDENTS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND UNITED CHURCH OF CHRIST. 18 18 6 21 0 0 232136 284785 32527 22353 514597 587330 291 10950 779551 905418 167835 128420 0 0 383381 414631 0 0 136219 307089 258929 858305 801980 -78754 103438 15059099 16142186 1409 9949 15057690 16132237 IN COVENANT WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND IN COOPERATION WITH ECUMENICAL AND EDUCATIONAL PARTNERS, DISCIPLES SEMINARY FOUNDATION SERVES GOD THROUGH THE FORMATION AND SUPPORT OF EMERGING THEOLOGICAL LEADERS FOR DIVERSE CHRISTIAN COMMUNITIES. 0 0 261127 128420 22353 THE ORGANIZATION PROVIDES FACILITIES, PERSONNEL, CURRICULAR, SCHOLARSHIPS, AND ASSISTANCE TO GRADUATE STUDENTS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST). FOR THE YEAR ENDED DECEMBER 31, 2024, 73 STUDENTS RECEIVED GRANTS TOTALING $128,420. THE ORGANIZATION ALSO PROVIDES CONTINUING EDUCATION FOR MINISTERS AND MEMBERS OF THE WESTERN REGION CHRISTIAN CHURCH (DISCIPLES OF CHRIST). 261127 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X OGMP-TREASURY SERVICES 3177132453 1099 N MERIDIAN ST STE 700 INDIANAPOLIS IN 46204 TOM PERRING CHAIR 1.00 X X 0 0 0 LINDSEY JACOBS VICE CHAIR 1.00 X X 0 0 0 JONATHAN HALL DEVELOPMENT CHAIR 1.00 X X 0 0 0 LARRY MORRIS EDUCATION CHAIR 1.00 X X 0 0 0 DON DEWEY NOMINATING CHAIR 1.00 X X 0 0 0 TOM MESSICK TREASURER 1.00 X X 0 0 0 CYNTHIA HOEGER SECRETARY 1.00 X X 0 0 0 LORI TAPIA TRUSTEE 1.00 X 0 0 0 RICHIE SANCHEZ TRUSTEE 1.00 X 0 0 0 KYUNGMOK LEE TRUSTEE 1.00 X 0 0 0 YOUNG LAN KIM TRUSTEE 1.00 X 0 0 0 ALANNA HUNTER-LAWLEY TRUSTEE 1.00 X 0 0 0 ERIC SMITH TRUSTEE 1.00 X 0 0 0 ROGELIO MARTINEZ TRUSTEE 1.00 X 0 0 0 TRAYCE RUFFIN TRUSTEE 1.00 X 0 0 0 MONICA JOY CROSS TRUSTEE 1.00 X 0 0 0 PEDRO RAMOS-GOYCOLEA TRUSTEE 1.00 X 0 0 0 FAYE ORTON SNYDER TRUSTEE 1.00 X 0 0 0 CHRISTY NEWTON EXECUTIVE DIRECTOR 40.00 X 95000 0 40197 95000 0 40197 0 0 0 0 0 284785 284785 EDUCATION 923110 22353 22353 22353 587330 587330 FACILITES INCOME 900099 10950 10950 10950 905418 22353 0 598280 128420 128420 135197 27039 54079 54079 186282 40473 80944 64865 27726 15193 12533 57198 31289 25909 8228 8228 8289 8289 59825 59825 27209 17155 10054 5244 5244 10374 1558 6839 1977 39886 39886 20453 20453 50060 50060 37589 37589 801980 261127 404634 136219 111531 305853 63860 0 2100 4100 2518536 1170107 1398489 1348429 13471411 14472096 11708 11708 15059099 16142186 1409 9949 1409 9949 X 3584853 4691093 11472837 11441144 15057690 16132237 15059099 16142186 X 103438 975301 -4968 776 X 0 0 0 X X 3 CLAREMONT SCHOOL OF THEOLOGY 951904355 2 0 0 0 ILIFF SCHOOL OF THEOLOGY 840404244 2 0 0 0 PACIFIC SCHOOL OF RELIGION 941186179 2 0 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: AS STATED WITHIN THE GOVERNING DOCUMENTS FOR DSF, THE ORGANIZATION IS OPERATED TO PROVIDE RESOURCES AND SUPPORT TO GRADUATE EDUCATIONAL STUDENTS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND THE UNITED CHURCH OF CHRIST - CONSISTENT WITH THE ECUMENICAL PARTNERSHIP AUTHORIZED BY THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND GENERAL SYNOD OF THE UNITED CHURCH OF CHRIST SO THAT INDIVIDUALS SEEKING TO RESPOND TO A VOCATION OF MINISTRY MAY DEVELOP APPROPRIATE CAPACITIES AND SKILLS TO MANIFEST THAT VOCATION EFFECTIVELY. CLAREMONT SCHOOL OF THEOLOGY FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. FOR MORE THAN 60 YEARS THEY HAVE WORKED TOGETHER CREATING A DYNAMIC PLACE FOR DISCIPLES AND UCC STUDENTS TO PURSUE AN EDUCATION FOR MINISTRY. SCHEDULE A, PART I, LINE 12G, COLUMN IV: AS STATED WITHIN THE GOVERNING DOCUMENTS FOR DISCIPLES SEMINARY FOUNDATIONS (DSF), THE ORGANIZATION IS OPERATED TO PROVIDE RESOURCES AND SUPPORT TO GRADUATE EDUCATIONAL PROGRAMS AFFILIATED WITH THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND THE UNITED CHURCH OF CHRIST-CONSISTENT WITH THE ECUMENICAL PARTNERSHIP AUTHORIZED BY THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) AND GENERAL SYNOD OF THE UNITED CHURCH OF CHRIST SO THAT INDIVIDUALS SEEKING TO RESPOND TO A VOCATION OF MINISTRY MAY DEVELOP APPROPRIATE CAPACITIES AND SKILLS TO MANIFEST THAT VOCATION EFFECTIVELY. CLAREMONT SCHOOL OF THEOLOGY FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. FOR MORE THAN 60 YEARS THEY HAVE WORKED TOGETHER CREATING A DYNAMIC PLACE FOR DISCIPLES AND UCC STUDENTS TO PURSUE AN EDUCATION FOR MINISTRY. PART IV, SECTION B, LINE 1: DISCIPLES SEMINARY FOUNDATION HAS A LONG STANDING HISTORIC AND CONTINUING RELATIONSHIP WITH CLAREMONT SCHOOL OF THEOLOGY, ILIFF SCHOOL OF THEOLOGY, AND PACIFIC SCHOOL OF THEOLOGY. DUE TO THE EXISTENCE OF SUCH RELATIONSHIPS THERE HAS DEVELOPED A SUBSTANTIAL IDENTITY OF INTEREST BETWEEN THE ORGANIZATIONS. DSF IS ORGANIZED AND OPERATED EXCLUSIVELY TO CARRY OUT ITS EXEMPT PURPOSE BENEFITING INDIVIDUAL MEMBERS OF THE CHARITABLE CLASS ALIGNING WITH THE PURPOSES OF THE EACH SPECIFIED SUPPORTED ORGANIZATION. SCHEDULE A, PART I, LINE 12G, COLUMN IV: ILIFF SCHOOL OF THEOLOGY FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. SINCE JULY 01,2018 THEY HAVE WORKED TOGETHER IN SUPPORTING AND EMPOWERING MINISTERIAL STUDENTS ACROSS THE NATION. SCHEDULE A, PART I, LINE 12G, COLUMN IV: PACIFIC SCHOOL OF RELIGION (PSR) FALLS WITHIN THE DESIGNATED CLASS AND HAS DEVELOPED A HISTORIC AND CONTINUING RELATIONSHIP WITH DSF. SINCE 1987 THE ORGANIZATIONS HAVE WORKED TOGETHER PROVIDING STUDENTS WITH BOTH INTIMACY AND DENOMINATIONAL OPPORTUNITIES OF BEING AT A DISCIPLES SEMINARY, ALONG WITH THE ABILITY TO ENJOY THE WIDER ECUMENICAL AND INTERRELIGIOUS EDUCATIONAL EXPERIENCES OF PSR. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10015327 4790 572433 128420 444013 10020117 10010142 5185 507942 167835 340107 10015327 10002454 7688 514737 140218 374519 10010142 9932065 70389 1442735 215505 1227230 10002454 9827592 104473 1030955 420709 610246 9932065 0.00000 1.00000 0.00000 1 0 1106944 1106944 1410212 1169647 240565 1380 460 920 1348429 OTHER SECURITIES 14472096 F 14472096 PART V, LINE 4: EARNINGS FROM THE ENDOWMENT FUNDS ARE USED BY THE ORGANIZATION FOR INVESTMENT AND FOR USE TO SUPPORT THEIR OPERATIONS, PROGRAMS AND TO ISSUE SCHOLARSHIPS/GRANTS. 1 SCHOLARSHIPS 73 128420 N/A N/A PART I, LINE 2: ALL GRANT FUNDS ARE USED FOR STUDENT TUITION, CROSS-CULTURAL STUDY EXPERIENCES AND INTERNSHIPS. THESE ARE MONITORED BY DSF AND REPORTED TO THE DSF BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION CONTRACTS WITH THE GENERAL ASSEMBLY OF THE CHRISTIAN CHURCH (DISCIPLES OF CHRIST) FOR EXTERNAL CONTROLLERSHIP SERVICES. THESE SERVICES ARE PROVIDED UNDER THE SUPERVISION OF THE BOARD OF DIRECTORS AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. WHEN CONFLICTS OF INTEREST ARISE AMONG BOARD MEMBERS, THE BOARD WILL IMPOSE RESTRICTIONS ON THE CONFLICTED INDIVIDUAL TO ENSURE IMPARTIALITY AND INTEGRITY IN DECISION-MAKING. INDIVIDUALS WITH A CONFLICT WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS RELATED TO THE TRANSACTION. THEY WILL NOT BE PRESENT DURING DISCUSSIONS AND VOTING RIGHTS WILL BE RESTRICTED ON MATTERS WHERE THEIR CONFLICT EXISTS. THESE MEASURES HELP MAINTAIN TRANSPARENCY AND PREVENT BIASED OUTCOMES. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD DETERMINES COMPENSATION FOR THE PRESIDENT AND APPROVES COMPENSATION FOR ALL EMPLOYEES, USING COMPARABLE DATA FROM OTHER EDUCATIONAL INSTITUTIONS AND REGIONAL NON-PROFIT INSTITUTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 776. CLAREMONT SCHOOL OF THEOLOGY 10497 WILSHIRE BLVD LOS ANGELES CA 90024 951904355 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 2 N/A 0 ILIFF SCHOOL OF THEOLOGY 2323 E ILIFF AVE DENVER CA 80210 840404244 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 2 N/A 0 PACIFIC SCHOOL OF RELIGION 1798 SCENIC AVENUE BERKELEY CA 94709 941186179 SUPPORTING ORGANIZATION CA 501(C)(3) LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0