FRED AND ALICE WALLACE CHARITABLE MEMORIAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND ALICE WALLACE CHARITABLE MEMORIAL FOUNDATION (EIN 31-0944135)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-19
- IRS object ID
- 202331399349100233
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-19T14:25:16-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310796034 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLAGEL HUBER FLAGEL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SOUTH DIXIE DRIVE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310944135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED AND ALICE WALLACE CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | MEMORIAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 9374692322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 REMICK BLVD | AddressLine1Txt |
| City | SPRINGBORO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R HOCHWALT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9376716623 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | HOCHWALT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN HAGSTROM | PreparerPersonNm |
| PTIN | P01342096 | PTIN |
| Phone | 9372993400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,807,536 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $225,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,099 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $204,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,196,167 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $204,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $430,410 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $409,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,250 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $90,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $89,020 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $980 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,595 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,702 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,893 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,700 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $270 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,430 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $905 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,800 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $122,392 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $622,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $122,392 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$192,190 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $615,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $991,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $991,811 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $37,807 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $35,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $36,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,686,951 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,833,544 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,966,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,934 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,181 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,469,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,731,972 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,789,949 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,810,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,617,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,807,536 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,810,077 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,617,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,810,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,617,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,810,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,617,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,810,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$192,190 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,617,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,617,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES ML 02147 | P | $6,377 | $11,229 | -$4,852 | -$4,852 |
| PUBLICLY TRADED SECURITIES ML 02147 | P | $47,694 | $47,626 | $68 | $68 |
| PUBLICLY TRADED SECURITIES ML 02147 | P | $96,349 | $56,333 | $40,016 | $40,016 |
| PUBLICLY TRADED SECURITIES ML 02155 | P | $603,490 | $696,193 | -$92,703 | -$92,703 |
| PUBLICLY TRADED SECURITIES ML 02155 | P | $149,189 | $161,395 | -$12,206 | -$12,206 |
| PUBLICLY TRADED SECURITIES ML 04C08 | P | $51,940 | $60,181 | -$8,241 | -$8,241 |
| PUBLICLY TRADED SECURITIES ML 04C08 | P | $272,203 | $164,226 | $107,977 | $107,977 |
| PUBLICLY TRADED SECURITIES ML 04C08 | P | $4,541 | $378 | $4,163 | $4,163 |
| PUBLICLY TRADED SECURITIES ML 04C50 | P | $40,671 | $59,596 | -$18,925 | -$18,925 |
| PUBLICLY TRADED SECURITIES ML 04C50 | P | $277,504 | $225,721 | $51,783 | $51,783 |
| PUBLICLY TRADED SECURITIES ML 04C50 | P | $8,382 | $11,188 | -$2,806 | -$2,806 |
| PUBLICLY TRADED SECURITIES ML 02427 | P | $115,391 | $125,835 | -$10,444 | -$10,444 |
| PUBLICLY TRADED SECURITIES ML 02427 | P | $422,355 | $350,033 | $72,322 | $72,322 |
| SECURITY - COST BASIS ADJUSTMENT | P | $21,730 | -$21,730 | -$21,730 | |
| CAPITAL GAINS DIVIDENDS | P | $100,081 | $100,081 | $100,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $204,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,016 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,016 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,024 | OverpaymentAmt |
| Applied To ES Tax | $8,024 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALLACEFDNDAYTON.ORG | WebsiteAddressTxt |
| Individual With Books | JUCELEN HOCHWALT | IndividualWithBooksNm |
| Phone | 9374692322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 REMICK BLVD | AddressLine1Txt |
| City | SPRINGBORO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| J R HOCHWALT | ||||||||
| 365 MCCRAY BLVD | SPRINGBORO | OH | 45066 | PRESIDENT / TREASURER | 4.00 | $6,000 | $0 | $0 |
| DOUG MEYER | ||||||||
| 10199 ASHPARK CT | DAYTON | OH | 45458 | SECRETARY | 1.00 | $6,000 | $0 | $0 |
| DICK WICK | ||||||||
| 230 GLENRIDGE RD | DAYTON | OH | 45429 | VICE PRESIDENT | 1.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,749,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $493,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,242,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,242,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,089,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,992 | TotalTaxAmt |
| Distributable Before Adj | $500,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $500,474 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $500,474 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $500,474 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $107,016 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $107,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $266 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $266 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $106,750 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUCELEN HOCHWALT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 82 REMICK BLVD | AddressLine1Txt |
| City | SPRINGBORO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9374692322 | RecipientPhoneNum |
| Recipient Email Address | JUCELENHOCHWALT@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEND THE REQUEST FOR GRANT APPLICATION TO C/O JUCELEN HOCHWALT; 82 REMICK BLVD; SPRINGBORO, OHIO 45066. COPY OF FORM 990 AND 501(C)(3) LETTER FROM IRS ARE REQUIRED ALONG WITH THE COMPLETED GRANT APLLICATION FORM. VISIT OUR WEBSITE WWW.WALLACEFDNDAYTON.ORG FOR ADDITIONAL INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE MADE CONTINUOUSLY THROUGHOUT THE YEAR AND GRANT REQUESTS ARE REVIEWED QUARTERLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO CHARITIES IN THE MIAMI VALLEY AREA OF OHIO. ALSO GRANTS ARE MADE ONLY IN THE CHARITABLE FIELDS OF HEALTH AND EDUCATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS DAYTON CHAPTER | |||||||
| 370 W FIRST STREET | DAYTON | OH | 45402 | NONE | PC | HEALTH | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 22 SOUTH JEFFERSON ST | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $7,000 |
| BISHOP LEIBOLD SCHOOL | |||||||
| 6666 SPRINGBORO PIKE | DAYTON | OH | 45449 | NONE | PC | EDUCATION | $8,000 |
| BRIGID'S PATH | |||||||
| 3601 SOUTH DIXIE DRIVE | DAYTON | OH | 45439 | NONE | PC | HEALTH | $10,000 |
| BRUNNER LITERACY COUNCIL | |||||||
| 4825 SALEM AVE | DAYTON | OH | 45416 | NONE | PC | EDUCATION | $10,000 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 922 W RIVERSIDE AVE | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $60,000 |
| CHRIST CHILD SOCIETY | |||||||
| P O BAX 292058 | DAYTON | OH | 45429 | NONE | PC | EDUCATION | $3,000 |
| CLOTHES THAT WORK | |||||||
| 1133 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | NONE | PC | EDUCATION | $7,000 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | NONE | PC | EDUCATION | $10,000 |
| DAYBREAK | |||||||
| 605 SOUTH PATTERSON | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $12,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | HEALTH | $125,000 |
| DAYTON FOUNDATION | |||||||
| 1401 S MAIN ST | DAYTON | OH | 45409 | NONE | PC | EDUCATION | $10,000 |
| DAYTON RIGHT TO LIFE | |||||||
| 425 FINDLAY ST | DAYTON | OH | 45402 | NONE | PC | HEALTH | $4,500 |
| DECA | |||||||
| 300 COLLEGE PARK FRITZ HALL | DAYTON | OH | 45469 | NONE | PC | EDUCATION | $4,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | NONE | PC | HEALTH | $10,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | |||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | NONE | PC | HEALTH | $4,000 |
| GRANDVIEW FOUNDATION | |||||||
| 405 W GRAND AVE | DAYTON | OH | 45405 | NONE | PC | HEALTH | $20,000 |
| HOMEFULL INC | |||||||
| 2107 N GETTYSBURG AVE | DAYTON | OH | 45406 | NONE | PC | EDUCATION | $10,000 |
| HOSPICE OF DAYTON | |||||||
| 324 WILMINGTON AVE | DAYTON | OH | 45420 | NONE | PC | HEALTH | $1,500 |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | |||||||
| 120 W SECOND ST SUITE 316 | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $5,000 |
| KIDS IN NEW DIRECTIONS | |||||||
| 2338 E FIFTH STREET | DAYTON | OH | 45403 | NONE | PC | EDUCATION | $8,000 |
| LEARNING TREE FARM | |||||||
| 3376 S UNION RD | DAYTON | OH | 45417 | NONE | PC | EDUCATION | $6,000 |
| MAPLE TREE CANCER ALLIANCE | |||||||
| 425 FINDLAY ST | DAYTON | OH | 45404 | NONE | PC | HEALTH | $7,500 |
| MIAMI VALLEY HOSPITAL FOUNDATION | |||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | NONE | PC | HEALTH | $5,000 |
| MUSE MACHINE | |||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $5,000 |
| OHIO TRI COUNTY FOOD ALLIANCE | |||||||
| 20 N MURRAY ST | SPRINGFIELD | OH | 45503 | NONE | PC | HEALTH | $5,000 |
| PREVENT BLINDNESS | |||||||
| 313 S JEFFERSON ST SUITE 200 | DAYTON | OH | 45402 | NONE | PC | HEALTH | $8,000 |
| REHABILILITATION CTR- NEUROLOGICAL DEVELOPMENT | |||||||
| 1306 GARBY RD | PIQUA | OH | 45356 | NONE | PC | HEALTH | $4,800 |
| SALVATION ARMY | |||||||
| 1000 N KEOWEE ST | DAYTON | OH | 45404 | NONE | PC | EDUCATION | $10,000 |
| SEEDLING FOUNDATION OF DAYTON STIVERS | |||||||
| P O BOX 1858 | DAYTON | OH | 45401 | NONE | PC | EDUCATION | $6,000 |
| SHRINERS CHILDRENS HOSPITAL | |||||||
| 1 CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | HEALTH | $10,000 |
| ST VINCENT DE PAUL | |||||||
| 124 W APPLE STREET | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $10,000 |
| THE FOODBANK INC | |||||||
| 56 ARMOR PLACE | DAYTON | OH | 45417 | NONE | PC | HEALTH | $10,000 |
| THE LIGHT FOUNDATION | |||||||
| 440 GREENVILLE NASHVILLE RD | GREENVILLE | OH | 45331 | NONE | PC | EDUCATION | $6,000 |
| THE YMCA OF GREATER DAYTON | |||||||
| 118 W FIRST ST SUITE 300 | DAYTON | OH | 45402 | NONE | PC | HEALTH | $5,000 |
| UNITED REHABILITATION SERVICES DAYTON | |||||||
| 4710 OLD TROY PIKE | DAYTON | OH | 45424 | NONE | PC | HEALTH | $16,000 |
| WESTMINSTER PRESBYTERIAN CHURCH | |||||||
| 125 N WILKENSON ST | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $7,500 |
| WIDOWS HOME OF DAYTON | |||||||
| 50 SOUTH FINDLAY | DAYTON | OH | 45403 | NONE | PC | HEALTH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS DAYTON CHAPTER | |||||||
| 370 W FIRST STREET | DAYTON | OH | 45402 | NONE | PC | HEALTH | $25,000 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 922 W RIVERVIEW AVE | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $240,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | NONE | PC | HEALTH | $10,000 |
| HOMEFULL INC | |||||||
| 2107 N GETTYSBURG AVE | DAYTON | OH | 45406 | NONE | PC | HEALTH | $50,000 |
| SALVATION ARMY | |||||||
| 1000 N KEOWEE ST | DAYTON | OH | 45404 | NONE | PC | EDUCATION | $50,000 |
| ST VINCENT DE PAUL | |||||||
| 124 W APPLE STREET | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $425,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,907 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $204,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $430,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $430,410 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $8,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $24,934 | EOYBookValueAmt |
| EOYFMV | $22,181 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK AND PFD STOCK | StockNm |
| EOY Book Value | $3,833,544 | EOYBookValueAmt |
| EOYFMV | $5,966,921 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $35,877 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $36,674 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,731,972 | BookValueAmt |
| EOYFMV | $2,789,949 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,005 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $905 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,225 | $245 | $980 |
| INVESTMENT FEES | $88,775 | $88,775 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,263 | $1,263 | $0 |
| FEDERAL TAX | $12,016 | $12,016 | $0 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
| PAYROLL TAXES | $2,116 | $423 | $1,693 |