WILSON SHEEHAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILSON SHEEHAN FOUNDATION (EIN 32-6266976)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-17
- IRS object ID
- 202543219349101039
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:05:25-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 PARK AVENUE SUITE 200 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 326266976 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON SHEEHAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 2032589126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3085 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE WILSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2032589126 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 9732180500 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,400,094 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,709,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $993,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $993,431 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,742,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,404,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,409,307 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,298,827 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,623,497 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,743,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,026,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $219,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,306 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $39,306 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $80 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $80 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,152 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $40,152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $185,621 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,621 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,521 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,950 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,950 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,871 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,871 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $341,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $262,533 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,596 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,051,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $489,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,371,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,706,306 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,423,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,195,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,319,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,577,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,891 | CashBOYAmt |
| Cash EOY | $66,394 | CashEOYAmt |
| Cash EOYFMV | $66,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $322,354 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,160,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,160,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,610,015 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,422,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,054,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,507,455 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,014,292 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,007,068 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,206,018 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,023,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,111,640 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $29,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,044 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,521 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $59,701,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,686,603 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,400,094 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $798 | AccountsPayableEOYAmt |
| Grants Payable BOY | $12,891,138 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,555,704 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $12,891,138 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,556,502 | 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 | $46,810,116 | RetainedEarningBOYAmt |
| Retained Earning EOY | $56,130,101 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,810,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $56,130,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,701,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,686,603 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,810,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,319,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $56,130,101 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $56,130,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $23,666,996 | $13,995,306 | $9,671,690 | $9,671,690 |
| SCHEDULE K-1 CAPITAL GAINS/LOSSES | P | $3,737,617 | $3,737,617 | $3,737,617 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,409,307 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $216,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $216,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $216,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,480 | 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 | $60,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7,222 | EsPenaltyAmt |
| Tax Due | $163,275 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | WILSONSHEEHAN.ORG | WebsiteAddressTxt |
| Individual With Books | LORRAINE WILSON | IndividualWithBooksNm |
| Phone | 2032589126 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 252 1ST AVE S | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER E WILSON | ||||||||
| 252 1ST AVE S | NAPLES | FL | 34102 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| LORRAINE WILSON | ||||||||
| 252 1ST AVE S | NAPLES | FL | 34102 | TRUSTEE | 15.00 | $0 | $0 | $0 |
| MAUREEN S MASSARO | ||||||||
| PO BOX 3085 | SPRINGFIELD | OH | 45501 | EXECUTIVE DIRECTOR | 40.00 | $219,250 | $10,962 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA O'CONNOR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3085 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,000 | CompensationAmt |
| Employee Benefits | $4,350 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $185,621 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $44,319,310 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,283,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,700,534 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,303,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,303,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,234,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $81,068,929 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,053,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,053,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $216,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $216,533 | TotalTaxAmt |
| Distributable Before Adj | $3,836,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,836,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,836,913 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,195,511 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,195,511 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,836,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,432,812 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,063,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,090,845 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,117,479 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,905,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,610,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,195,511 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,836,913 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,358,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $36,968,904 | 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 | $1,432,812 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,536,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,063,492 | ExcessFromYear4Amt |
| Excess From Year3 | $6,090,845 | ExcessFromYear3Amt |
| Excess From Year2 | $8,117,479 | ExcessFromYear2Amt |
| Excess From Year1 | $7,905,678 | ExcessFromYear1Amt |
| Excess From Current Year | $7,358,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER E WILSON | ContributingManagerNm |
| Contributing Manager | LORRAINE WILSON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MAUREEN MASSARO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3085 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9372447449 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION PROCESS IS DONE ONLINE THROUGH GRANT MANAGEMENT SOFTWARE CONSISTING OF 3 STEPS: 1. COMPLETE AND SUBMIT ONLINE OUR LETTER OF INQUIRY (LOI) 2. REVIEW AND INVITATION TO APPLY ONLINE IF LOI FITS WITH OUR MISSION. 3. DECISION ON WHETHER OR NOT APPLICATION HAS BEEN APPROVED, APPLICATIONS WILL INCLUDE CURRENT AUDITED FINANCIAL STATEMENT AND COPY OF 501(C)(3) ACCEPTANCE LETTER AT A MINIMUM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | REQUESTS NOT CONSIDERED FOR SCHOLARSHIPS; MASS FUNDING APPEALS; SPONSORSHIPS; ADVERTISING FOR FUNDRAISING EVENTS; AND GRANTS OR LOANS TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL-IN MILWAUKEE | |||||||
| 135 W WELLS STREET SUITE 100 | MILWAUKEE | WI | 53203 | N/A | PC | ADVISING, PROGRAM AND CAREER DEVELOPMENT SUPPORT FOR CRISTO REY JESUIT GRADUATES | $50,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W SECOND STREET | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| BETTER TOGETHER | |||||||
| 15275 COLLIER BLVD SUITE 201-284 | NAPLES | FL | 34119 | N/A | PC | EMPOWERING FAMILIES TO CREATE LOVING AND STABLE HOMES FOR CHILDREN TO FLOURISH, HURRICANE RELIEF SUPPORT HELENE AND MILTON | $120,000 |
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | N/A | PC | CHILD WELFARE INITIATIVE | $50,000 |
| BOTTOM LINE CHICAGO | |||||||
| 200 N LASALLE ST SUITE 2175 | CHICAGO | IL | 60601 | N/A | PC | CHICAGO REGION - ACCESS PROGRAM | $50,000 |
| BOTTOM LINE OHIO | |||||||
| 118 W FIRST ST | DAYTON | OH | 45402 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BOYSGROW CORP | |||||||
| 9301 EAST 147TH ST | KANSAS CITY | MO | 64149 | N/A | PC | 2025 CORE YOUTH TEAM PROGRAM | $10,000 |
| BROOKLYN JESUIT PREP | |||||||
| 925 E 37TH STREET | BROOKLYN | NY | 11210 | N/A | PC | SUPPORTING THE BJP SUMMER LEADERSHIP ACADEMY AT FAIRFIELD UNIVERSITY | $20,000 |
| CANEY CREEK COMMUNITY CENTER INC DBA ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE ROAD | PIPPA PASSES | KY | 41844 | N/A | PC | STUDENT WORK PROGRAM | $10,000 |
| CATHOLIC CENTRAL SCHOOL | |||||||
| 1200 EAST HIGH STREET | SPRINGFIELD | OH | 45505 | N/A | PC | STUDENT ENROLLMENT AND SUPPORT | $65,000 |
| CATHOLIC CHARITIES OF NORTHERN NEVADA | |||||||
| 500 EAST 4TH STREET | RENO | NV | 89512 | N/A | PC | ELEVATING FAMILIES | $50,000 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | LIFTING NEW MOTHERS OUT OF POVERTY | $207,573 |
| CENTER FOR THE RIGHTS OF ABUSED CHILDREN (GEN JUSTICE) | |||||||
| 3900 EAST CAMELBACK ROAD | PHOENIX | AZ | 85018 | N/A | PC | A NATIONAL INITIATIVE TO STRENGTHEN THE CONSTITUTIONAL INTERESTS OF ABANDONED AND ABUSED CHILDREN, SAFEGUARDING CONSTITUTIONAL RIGHTS: FUNDING LEGAL RESEARCH FOR TWO PIVOTAL CASES | $170,000 |
| CHOOSING HOPE ADOPTIONS | |||||||
| 616 N LIMESTONE ST | SPRINGFIELD | OH | 45503 | N/A | PC | SOCIAL WORK STAFFING FOR CAPACITY AND GROWTH | $17,517 |
| COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY | |||||||
| 20 S LIMESTONE ST | SPRINGFIELD | OH | 45502 | N/A | PC | EXPAND 2029 CAMPAIGN, HOLIDAY IN THE CITY | $48,000 |
| CORNER TO CORNER | |||||||
| PO BOX 60646 | NASHVILLE | TN | 37206 | N/A | PC | THE ACADEMY: INVITATION INTO SUSTAINING PARTNERSHIP | $300,000 |
| COVENANT COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 529 W JOHNNY LYTLE AVENUE | SPRINGFIELD | OH | 45506 | N/A | PC | COVENANT FREEDOM SCHOOL | $10,000 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DRIVE | DAYTON | OH | 45420 | N/A | PC | TEACHER RESOURCE CENTER | $6,000 |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | N/A | PC | PROFESSIONAL WORK-STUDY PROGRAM | $70,000 |
| CRISTO REY NETWORK | |||||||
| 104 S MICHIGAN AVE SUITE 500 | CHICAGO | IL | 60603 | N/A | PC | UNIVERSITY PARTNERS: MAXIMIZING IMPACT | $190,881 |
| DANCE STOMP SHAKE | |||||||
| 834 CLIFTON AVE | SPRINGFIELD | OH | 45505 | N/A | PC | YOUTH PROGRAMMING IN SPRINGFIELD | $2,500 |
| EDUCATION BRIDGE | |||||||
| 2043 SOUTH BEND AVENUE 278 | SOUTH BEND | IN | 46637 | N/A | PC | EXCEPTIONAL PEACEBUILDING EDUCATION IN SOUTH SUDAN: PREPARING ORGANIZATIONAL FOUNDATIONS FOR SCALE | $10,000 |
| FITMONEY INC | |||||||
| 1188 CENTRE STREET | NEWTON | MA | 02459 | N/A | PC | EXPANSION/DIGITAL IMPROVEMENTS TO SUPPORT FREE FINANCIAL LITERACY TO STUDENTS ACROSS THE U.S. | $10,000 |
| FIVE POINTS CENTER FOR THE VISUAL ARTS | |||||||
| 33 MAIN STREET | TORRINGTON | CT | 06790 | N/A | PC | FUNDING A 3 YEAR FULL-TIME STEP-DOWN DEVELOPMENT POSITION. | $60,000 |
| FRIENDS OF THE HARTMAN ROCK GARDEN | |||||||
| 1905 RUSSELL AVENUE | SPRINGFIELD | OH | 45506 | N/A | PC | HARTMAN ROCK GARDEN EDUCATION AND VISITOR CENTER | $5,000 |
| GENESYS WORKS | |||||||
| 1710 KELLER PARKWAY 2233 | KELLER | TX | 76248 | N/A | PC | INCREASING COLLEGE AND CAREER READINESS THROUGH WORK-BASED LEARNING | $50,000 |
| HELPING OUR YOUNG PEOPLE CONNECT WITH GOD | |||||||
| PO BOX 1603 | SPRINGFIELD | OH | 45501 | N/A | PC | OPERATIONAL SUPPORT FOR ARK AND ROCK OF HOPE AFTER SCHOOL EDUCATIONAL PROGRAMS | $10,000 |
| HOLY CROSS COLLEGE | |||||||
| 54515 SR 933 NORTH | NOTRE DAME | IN | 46556 | N/A | PC | ENHANCING MENTAL HEALTH AND COMMUNITY AT UNIVERSITY EDGE APARTMENTS | $50,000 |
| HOME FOR FAMILIES | |||||||
| 727 E MAIN ST | COLUMBUS | OH | 43205 | N/A | PC | SPARK EXPANSION PILOT PROJECT | $37,500 |
| HOPE ACADEMY | |||||||
| 710 EAST 24TH STREET | MINNEAPOLIS | MN | 55404 | N/A | PC | PROVIDING A REMARKABLE, GOD-CENTERED EDUCATION + TRADES & TECH OPPORTUNITIES FOR URBAN YOUTH | $50,000 |
| HORIZONS AT SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PC | ENHANCING EDUCATIONAL SUCCESS | $20,000 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4500 COOPER ROAD SUITE 204 | CINCINNATI | OH | 45242 | N/A | PC | NEXT GENERATION GRANT FYE 2025 | $2,000 |
| JEFFERSON STREET OASIS | |||||||
| PO BOX 2812 | SPRINGFIELD | OH | 45501 | N/A | PC | EMPLOYING GARDEN MANAGER | $30,000 |
| JEFFS PLACE | |||||||
| 281 PLEASANT ST | FRAMINGHAM | MA | 01701 | N/A | PC | DIRECTOR OF DEVELOPMENT POSITION | $60,000 |
| KIDZ2LEADERS | |||||||
| 1640 POWERS FERRY ROAD | MARIETTA | GA | 30067 | N/A | PC | SERVING MORE CHILDREN & FAMILIES IMPACTED BY INCARCERATION | $30,000 |
| LESOTHO NUTRITION INITIATIVE | |||||||
| 115 MONTERAY AVE | OAKWOOD | OH | 45419 | N/A | PC | LESOTHO NUTRITION INITIATIVE SUPPORT | $2,500 |
| MERCY LEARNING CENTER OF BRIDGEPORT INC | |||||||
| 637 PARK AVENUE | BRIDGEPORT | CT | 06604 | N/A | PC | EMPOWERING WOMEN THROUGH EDUCATION BENEFIT | $25,000 |
| MODERN CLASSROOMS PROJECT | |||||||
| 15 14TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | SCALING CURRICULUM-EMBEDDED SOLUTIONS | $333,334 |
| NEW DAY INTAKE CENTER | |||||||
| PO BOX 11162 | SOUTH BEND | IN | 46634 | N/A | PC | GENERAL SUPPORT | $25,000 |
| NORWALKSTAMFORD GRASSROOTS TENNIS AND EDUCATION | |||||||
| 11 INGALLS AVE | NORWALK | CT | 06854 | N/A | PC | ARTHUR GOLDBLATT'S SUMMER CAMP 2024 | $15,000 |
| NPOWER | |||||||
| 31 S MAIN STREET SUITE 296 | DAYTON | OH | 45402 | N/A | PC | IT TECH FUNDAMENTALS | $50,000 |
| OHIO TRI COUNTY FOOD ALLIANCE DBA SECOND HARVEST FOOD BANK | |||||||
| 20 N MURRAY STREET | SPRINGFIELD | OH | 45503 | N/A | PC | FACILITY RENOVATION - WAREHOUSE FLOOR | $100,000 |
| ONE ACRE FUND | |||||||
| 2070 GREEN BAY ROAD | HIGHLAND PARK | IL | 60035 | N/A | PC | ADVANCING CROP COMMERCIALIZATION AND MARKET ACCESS FOR SMALLHOLDER FARMERS IN KENYA | $100,000 |
| ON-THE-RISE | |||||||
| 4177 DIALTON RD | SPRINGFIELD | OH | 45502 | N/A | PC | GENERAL SUPPORT | $25,000 |
| PARTNERSHIP SCHOOLS | |||||||
| 450 LEXINGTON AVENUE | NEW YORK | NY | 10163 | N/A | PC | EXPANDING THE IMPACT OF PARTNERSHIP SCHOOLS IN CLEVELAND AND BEYOND | $300,000 |
| PER SCHOLAS | |||||||
| 215 N FRONT STREET | COLUMBUS | OH | 43209 | N/A | PC | BUILDING CAPABILITIES TO SCALE EMPLOYER PARTNERSHIPS | $333,333 |
| PROJECT WOMAN OF OHIO | |||||||
| 525 EAST HOME ROAD | SPRINGFIELD | OH | 45503 | N/A | PC | MAKE ME SAFE JUBILEE CAMPAIGN | $30,000 |
| REGIS HIGH SCHOOL | |||||||
| 55 EAST 84 STREET | NEW YORK | NY | 10028 | N/A | PC | THE REACH PROGRAM | $25,000 |
| ROCKING HORSE COMMUNITY HEALTH CENTER | |||||||
| 651 S LIMESTONE STREET | SPRINGFIELD | OH | 45505 | N/A | PC | JAMES E. SHEEHAN HEALTH BUS | $315,533 |
| RULING OUR EXPERIENCES (ROX) | |||||||
| 1335 DUBLIN ROAD | COLUMBUS | OH | 43215 | N/A | PC | FAST TO 50 - ROX NATIONAL EXPANSION | $60,000 |
| SAILFUTURE | |||||||
| 2154 27TH AVE N | ST PETERSBURG | FL | 33713 | N/A | PC | INDEPENDENT LIVING | $50,000 |
| SCHOOL CHOICE OHIO | |||||||
| 1335 DUBLIN RD SUITE 50A | COLUMBUS | OH | 43215 | N/A | PC | PARENTAL OUTREACH AND ENGAGEMENT | $25,000 |
| SPRINGFIELD CITY SCHOOLS-PROJECT SPRINGBOARD | |||||||
| 700 S LIMESTONE STREET | SPRINGFIELD | OH | 45505 | N/A | PC | PROJECT SPRINGBOARD | $15,000 |
| SPRINGFIELD CITY YOUTH MINISTRIES | |||||||
| 1500 BROADWAY ST | SPRINGFIELD | OH | 45504 | N/A | PC | OPERATING SUPPORT | $5,000 |
| SPRINGFIELD FAMILY YMCA | |||||||
| 300 S LIMESTONE ST | SPRINGFIELD | OH | 45505 | N/A | PC | CHILD WATCH REMODEL | $25,000 |
| SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE ST SUITE 201 | SPRINGFIELD | OH | 45503 | N/A | PC | NTPRD ENDOWMENT, FUTURE IQ PROJECT, SPRINGFIELD PUBLIC ART | $12,500 |
| SPRINGFIELD MUSEUM OF ART | |||||||
| 107 CLIFF PARK ROAD | SPRINGFIELD | OH | 45504 | N/A | PC | ARTFUL PLAY: FROM FIELD TRIPS TO FAMILY TRIPS | $10,000 |
| SPRINGFIELD SYMPHONY ORCHESTRA | |||||||
| 300 S FOUNTAIN AVE | SPRINGFIELD | OH | 45506 | N/A | PC | YOUTH ORCHESTRAS AND CHOIRS GRANT APPLICATION 2024-2025 | $5,000 |
| ST IGNATIUS SCHOOL | |||||||
| 740 MANIDA STREET | BRONX | NY | 10474 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ST JOSEPH FINANCIAL SERVICES INC | |||||||
| 1150 N 1ST ST | SAN JOSE | CA | 95112 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| ST VINCENT DE PAUL THRIFT CENTER | |||||||
| 228 RAFFENSPERGER AVE | SPRINGFIELD | OH | 45505 | N/A | PC | EMPLOYMENT NAVIGATOR | $25,000 |
| STAND TOGETHER FOUNDATION | |||||||
| 4201 WILSON BLVD SUITE 0900 | ARLINGTON | VA | 22203 | N/A | PC | CAFE MOMENTUM EXPANSION | $100,000 |
| STRIVE | |||||||
| 205 EAST 122ND STREET 3RD FLOOR | NEW YORK | NY | 10035 | N/A | PC | EXPANDING PATHWAYS TO CAREERS IN HIGH-GROWTH INDUSTRIES | $100,000 |
| THE BLINKNOW FOUNDATION | |||||||
| 35 KNOX HILL RD | MORRISTOWN | NJ | 07960 | N/A | PC | UNRESTRICTED SUPPORT | $25,000 |
| THE BRAXTON MILLER FOUNDATION | |||||||
| PO BOX 10798 | COLUMBUS | OH | 43201 | N/A | PC | STEM PROGRAM | $3,500 |
| THE CHILDREN'S RESCUE CENTER | |||||||
| 1027 WEST HIGH STREET | SPRINGFIELD | OH | 45506 | N/A | PC | THE ARK AFTER SCHOOL PROGRAM | $10,000 |
| THE DREXEL FUNDS (DBA THE DREXEL FUND) | |||||||
| 325 CHESTNUT STREET 8TH FLOOR | PHILADELPHIA | PA | 19106 | N/A | PC | MULTIPLE SCHOOLS GRANT, OPERATIONS 2024-27 | $1,275,635 |
| THE GLOBAL ORPHAN PROJECT INC | |||||||
| 3161 WYANDOTTE STREET | KANSAS CITY | MO | 64111 | N/A | PC | CAREPORTAL CLARK COUNTY | $20,000 |
| THE GO PROJECT | |||||||
| 50 COOPER SQUARE | NEW YORK | NY | 10003 | N/A | PC | GO SUMMER, GO SCHOOL, & GO FAMILIES | $25,000 |
| THE OAKS ACADEMY | |||||||
| 1301 E 16TH ST | INDIANAPOLIS | IN | 46202 | N/A | PC | CAPACITY BUILDING FOR OAKS COMPENDIUM AND SCHOOL LEADER FELLOWSHIP | $175,000 |
| THE WILY NETWORK | |||||||
| 189 WELLS AVENUE | NEWTON | MA | 02459 | N/A | PC | EXPANSION | $10,000 |
| THREAD INC | |||||||
| PO BOX 1584 | BALTIMORE | MD | 21203 | N/A | PC | THREAD COMMUNITY MODEL | $75,000 |
| UNIVERSITY OF DAYTON FITZ CENTER FOR LEADERSHIP IN COMMUNITY | |||||||
| 300 COLLEGE PARK DR | DAYTON | OH | 45469 | N/A | PC | DOULA INITIATIVE | $20,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 3104 JENKINS NANOVIC HALL | NOTRE DAME | IN | 46566 | N/A | PC | ENDOWMENT OF EXCELLENCE | $4,000,000 |
| VICTORY PROJECT INC | |||||||
| 409 TROY STREET | DAYTON | OH | 45404 | N/A | PC | PROGRAM GROWTH | $50,000 |
| WELLSPRING | |||||||
| 701 EAST COLUMBIA STREET | SPRINGFIELD | OH | 45503 | N/A | PC | WELLSPRING CAPACITY BUILDING REQUEST, SUPPORTING PARTNERSHIPS TO ASSURE READY KIDS (SPARK) | $162,500 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | ZAMBIA WATER, SANITATION AND HYGIENE (WASH) | $500,000 |
| YOUNG LIFE | |||||||
| PO BOX 1465 | SPRINGFIELD | OH | 45501 | N/A | PC | CLARK COUNTY YOUNG LIFE | $10,500 |
| ZELIE'S HOME | |||||||
| 13643 ROCKSIDE RD | GARFIELD HTS | OH | 44125 | N/A | PC | STRENGTHENING FUTURE GROWTH: STRATEGIC DEVELOPMENT PLANNING AND DONOR ENGAGEMENT, EXPANDING SUPPORT FOR PREGNANT WOMEN THROUGH RENOVATIONS | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,706,306 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 W SECOND STREET | BOSTON | MA | 02127 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| BETTER TOGETHER | |||||||
| 15275 COLLIER BLVD SUITE 201-284 | NAPLES | FL | 34119 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| BOTTOM LINE OHIO | |||||||
| 118 W FIRST ST | DAYTON | OH | 45402 | N/A | PC | GENERAL OPERATING SUPPORT | $200,000 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | LIFTING NEW MOTHERS OUT OF POVERTY | $173,373 |
| COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY | |||||||
| 20 S LIMESTONE ST | SPRINGFIELD | OH | 45502 | N/A | PC | EXPAND 2029 CAMPAIGN | $160,000 |
| CORNER TO CORNER | |||||||
| PO BOX 60646 | NASHVILLE | TN | 37206 | N/A | PC | THE ACADEMY: INVITATION INTO SUSTAINING PARTNERSHIP | $300,000 |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | N/A | PC | PROFESSIONAL WORK-STUDY PROGRAM | $140,000 |
| HOLY CROSS COLLEGE | |||||||
| 54515 SR 933 NORTH | NOTRE DAME | IN | 46556 | N/A | PC | ENHANCING MENTAL HEALTH AND COMMUNITY AT UNIVERSITY EDGE APARTMENTS | $50,000 |
| HORIZONS AT SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVE | FAIRFIELD | CT | 06825 | N/A | PC | ENHANCING EDUCATIONAL SUCCESS | $25,000 |
| JEFFERSON STREET OASIS | |||||||
| PO BOX 2812 | SPRINGFIELD | OH | 45501 | N/A | PC | EMPLOYING GARDEN MANAGER | $45,000 |
| MODERN CLASSROOMS PROJECT | |||||||
| 15 14TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | SCALING CURRICULUM-EMBEDDED SOLUTIONS | $666,666 |
| PARTNERSHIP SCHOOLS | |||||||
| 450 LEXINGTON AVENUE | NEW YORK | NY | 10163 | N/A | PC | EXPANDING THE IMPACT OF PARTNERSHIP SCHOOLS IN CLEVELAND AND BEYOND | $300,000 |
| RULING OUR EXPERIENCES (ROX) | |||||||
| 1335 DUBLIN ROAD | COLUMBUS | OH | 43215 | N/A | PC | FAST TO 50 - ROX NATIONAL EXPANSION | $120,000 |
| SPRINGFIELD FOUNDATION | |||||||
| 333 N LIMESTONE ST SUITE 201 | SPRINGFIELD | OH | 45503 | N/A | PC | FUTURE IQ PROJECT | $5,000 |
| ST JOSEPH FINANCIAL SERVICES INC | |||||||
| 1150 N 1ST ST | SAN JOSE | CA | 95112 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 |
| ST VINCENT DE PAUL THRIFT CENTER | |||||||
| 228 RAFFENSPERGER AVE | SPRINGFIELD | OH | 45505 | N/A | PC | EMPLOYMENT NAVIGATOR | $25,000 |
| STRIVE | |||||||
| 205 EAST 122ND STREET 3RD FLOOR | NEW YORK | NY | 10035 | N/A | PC | GENERAL OPERATING SUPPORT | $100,000 |
| THE DREXEL FUNDS (DBA THE DREXEL FUND) | |||||||
| 325 CHESTNUT STREET 8TH FLOOR | PHILADELPHIA | PA | 19106 | N/A | PC | MULTIPLE SCHOOLS GRANT | $825,000 |
| THE GLOBAL ORPHAN PROJECT INC | |||||||
| 3161 WYANDOTTE STREET | KANSAS CITY | MO | 64111 | N/A | PC | CAREPORTAL CLARK COUNTY | $40,000 |
| WELLSPRING | |||||||
| 701 EAST COLUMBIA STREET | SPRINGFIELD | OH | 45503 | N/A | PC | WELLSPRING CAPACITY BUILDING REQUEST | $100,000 |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | N/A | PC | ZAMBIA WATER, SANITATION AND HYGIENE (WASH) | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,200,039 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $993,431 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,772 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,742,238 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ORDINARY INCOME/LOSS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$324,670 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,577,725 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$324,670 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,359,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,034,510 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTOPHER E AND LORRAINE WILSON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 252 1ST AVE S | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,709,020 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 25,287 SHARES OF VISA INC | NoncashPropertyDesc |
| Fair Market Value | $6,709,020 | FairMarketValueAmt |
| Received | 2024-07-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $40,152 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $40,152 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| 4 PIECE DESK UNIT | 2013-02-04 | $4,318 | $4,318 | SL | 7.000000000000 | $0 | $0 | |
| CHAIRS (2) | 2013-02-04 | $3,565 | $3,565 | SL | 7.000000000000 | $0 | $0 | |
| TABLE AND FILING CABINET | 2013-02-04 | $1,679 | $1,679 | SL | 7.000000000000 | $0 | $0 | |
| PHONE, PRINTER, WIRELESS ROUTER | 2013-02-04 | $1,133 | $1,133 | SL | 5.000000000000 | $0 | $0 | |
| COMPUTER | 2013-02-04 | $998 | $998 | SL | 5.000000000000 | $0 | $0 | |
| LAPTOP | 2013-05-24 | $1,100 | $1,100 | SL | 5.000000000000 | $0 | $0 | |
| HERMAN MILLER ERGONOMIC DESK CHAIR | 2013-03-11 | $889 | $889 | SL | 7.000000000000 | $0 | $0 | |
| OIL PAINTINGS | 2013-08-27 | $743 | NC | $743 | $0 | 0.000000000000 | ||
| OIL PAINTINGS | 2013-12-12 | $1,778 | NC | $1,778 | $0 | 0.000000000000 | ||
| GRANT SOFTWARE | 2014-03-18 | $8,000 | $8,000 | SL | 3.000000000000 | $0 | $0 | |
| OFFICE DESK - KAVANAUGH'S | 2014-12-05 | $1,259 | $1,259 | SL | 7.000000000000 | $0 | $0 | |
| CONFERENCE TABLE & OFFICE DESK | 2016-10-26 | $3,582 | $3,582 | SL | 7.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $8,014,292 | EOYBookValueAmt |
| EOYFMV | $8,007,068 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. LARGE CAP EQUITIES | $6,846,079 | $15,983,338 |
| U.S. MID CAP EQUITIES | $2,499,916 | $3,852,435 |
| INTERNATIONAL EQUITIES | $931,471 | $828,240 |
| EMERGING MARKET EQUITIES | $467,130 | $679,470 |
| U.S. SMALL CAP EQUITIES | $677,610 | $710,940 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | AT COST | $33,540,677 | $35,700,534 |
| PRIVATE EQUITIES | AT COST | $9,125,744 | $7,801,446 |
| COMMODITIES | AT COST | $356,721 | $609,660 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 4 PIECE DESK UNIT | $4,318 | $4,318 | $0 |
| CHAIRS (2) | $3,565 | $3,565 | $0 |
| TABLE AND FILING CABINET | $1,679 | $1,679 | $0 |
| PHONE, PRINTER, WIRELESS ROUTER | $1,133 | $1,133 | $0 |
| COMPUTER | $998 | $998 | $0 |
| LAPTOP | $1,100 | $1,100 | $0 |
| HERMAN MILLER ERGONOMIC DESK CHAIR | $889 | $889 | $0 |
| OIL PAINTINGS | $743 | $743 | $0 |
| OIL PAINTINGS | $1,778 | $1,778 | $0 |
| GRANT SOFTWARE | $8,000 | $8,000 | $0 |
| OFFICE DESK - KAVANAUGH'S | $1,259 | $1,259 | $0 |
| CONFERENCE TABLE & OFFICE DESK | $3,582 | $3,582 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $80 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 401(K) FEES | $1,395 | $0 | $1,395 |
| COMPUTER AND INTERNET | $300 | $0 | $300 |
| INSURANCE | $4,714 | $0 | $4,714 |
| MEMBERSHIP DUES | $10,375 | $0 | $10,375 |
| OFFICE EXPENSES | $8,997 | $0 | $8,997 |
| OTHER ADMIN EXPENSES | $5,576 | $0 | $5,576 |
| PARTNERSHIP EXPENSES | $264,013 | $262,533 | $0 |
| PAYROLL EXPENSES | $2,748 | $0 | $2,748 |
| SPONSORSHIPS | $40,943 | $0 | $40,943 |
| TELEPHONE | $2,548 | $0 | $2,548 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME | $45,772 | $45,772 | $45,772 |
| PARTNERSHIP ORDINARY INCOME/LOSS | $1,253,055 | $1,577,725 | $1,253,055 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $185,621 | Amt |
| Net Investment Income | $185,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL UBTI TAX | $80,000 | $0 | $0 |
| STATE TAXES | $30,437 | $0 | $0 |
| FOREIGN TAXES | $200 | $200 | $0 |