FRED AND ALICE WALLACE CHARITABLE MEMORIAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND ALICE WALLACE CHARITABLE MEMORIAL FOUNDATION (EIN 31-0944135)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202631389349100123
- Schema version
- 2025v4.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T11:45:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | J R HOCHWALT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9376716623 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN HAGSTROM | PreparerPersonNm |
| PTIN | P01342096 | PTIN |
| Phone | 9372993400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $12,395,316 | 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 | $247,046 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $234,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,444,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,960,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,444,060 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,691,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,678,805 | 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 | $30,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $22,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $101,842 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $100,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,130 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,852 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,168 | 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 | $924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $831 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $175,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,559 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $568,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $568,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $611,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $947,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,546,878 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,054,227 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $674,592 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $674,592 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $49,458 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,789,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,435,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,520,986 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,020,847 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,062,689 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,116,244 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,725,406 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,413,781 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,083,494 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,639,203 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,586,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,395,316 | 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 | $7,639,203 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,586,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,639,203 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,586,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,639,203 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,586,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,639,203 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $947,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,586,875 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,586,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH 02427 | P | $115,296 | $120,108 | -$4,812 | -$4,812 |
| MERRILL LYNCH 02427 | P | $489,631 | $333,240 | $156,391 | $156,391 |
| MERRILL LYNCH 02155 | P | $34,008 | $33,983 | $25 | $25 |
| MERRILL LYNCH 02155 | P | $98,200 | $97,581 | $619 | $619 |
| MERRILL LYNCH 04C08 | P | $668,973 | $660,646 | $8,327 | $8,327 |
| MERRILL LYNCH 04C08 | P | $570,698 | $349,669 | $221,029 | $221,029 |
| MERRILL LYNCH 04C08 | P | $151 | $151 | $151 | |
| MERRILL LYNCH 04C50 | P | $882,684 | $915,984 | -$33,300 | -$33,300 |
| MERRILL LYNCH 04C50 | P | $969 | $969 | $0 | $0 |
| MERRILL LYNCH 04C50 | P | $1,240,825 | $645,925 | $594,900 | $594,900 |
| MERRILL LYNCH 04C50 | P | $288,981 | $60,532 | $228,449 | $228,449 |
| MERRILL LYNCH 04C50 | P | $26 | $26 | $26 | |
| MERRILL LYNCH 04J90 | P | $100,000 | $100,000 | $0 | $0 |
| MERRILL LYNCH 04J90 | P | $50,000 | $50,000 | $0 | $0 |
| MERRILL LYNCH 02147 | P | $22,452 | $17,961 | $4,491 | $4,491 |
| MERRILL LYNCH 02147 | P | $69,117 | $39,463 | $29,654 | $29,654 |
| MERRILL LYNCH 02147 | P | $181,071 | $76,012 | $105,059 | $105,059 |
| SECURITY COST BASIS ADJUSTMENT | P | $13,973 | -$13,973 | -$13,973 | |
| CAPITAL GAINS DIVIDENDS | P | $147,024 | $147,024 | $147,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,444,060 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $43,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,978 | OverpaymentAmt |
| Applied To ES Tax | $21,978 | 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 | $11,236,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $506,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,743,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,743,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,567,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,502 | TotalTaxAmt |
| Distributable Before Adj | $556,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $556,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $556,865 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $611,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $611,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $556,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,012 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $20,012 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $611,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $556,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,744 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,756 | 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 | $20,012 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,744 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $54,744 | ExcessFromCurrentYearAmt |
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 (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS DAYTON CHAPTER | |||||||
| 370 W FIRST STREET | DAYTON | OH | 45402 | NONE | PC | HEALTH | $5,000 |
| BIG BROTHER BIG SISTERS SHELBY | |||||||
| 2840 WAPAKANETA AVE | SIDNEY | OH | 45365 | NONE | PC | EDUCATION | $7,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 22 SOUTH JEFFERSON ST | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $10,000 |
| BRIDGET'S PATH | |||||||
| 3601 S DIXIE DR | KETTRING | OH | 45439 | NONE | PC | HEALTH | $12,500 |
| BRUNNER LITERACY COUNCIL | |||||||
| 4825 SALEM AVE | DAYTON | OH | 45416 | NONE | PC | EDUCATION | $12,000 |
| 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 | $5,000 |
| CLOTHES THAT WORK | |||||||
| 1133 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | NONE | PC | HEALTH | $15,000 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DR | DAYTON | OH | 45420 | NONE | PC | EDUCATION | $10,000 |
| DAYBREAK | |||||||
| 605 SOUTH PATTERSON | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $12,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | HEALTH | $50,000 |
| DAYTON FOUNDATION | |||||||
| 1401 S MAIN ST | DAYTON | OH | 45409 | NONE | PC | EDUCATION | $10,000 |
| DAYTON RIGHT TO LIFE | |||||||
| 425 N FINDLAY ST | DAYTON | OH | 45404 | NONE | PC | EDUCATIONEDUCATION | $7,500 |
| DO GOOD IN HIS NAME | |||||||
| 25 W MAIN STREET | OSGOOD | OH | 45351 | NONE | PC | EDUCATION | $5,000 |
| EMERGE RECOVERY AND TRADE INITIATIVE | |||||||
| 2960 W ENON RD | XENIA | OH | 45405 | NONE | PC | HEALTH | $10,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 31 WYOMING ST | DAYTON | OH | 45409 | NONE | PC | HEALTH | $40,000 |
| GOODWILL EASTER SEALS MIAMI VALLEY | |||||||
| 660 S MAIN ST | DAYTON | OH | 45402 | NONE | PC | HEALTH | $8,000 |
| HABITAT FOR HUMANITY DAYTON | |||||||
| 115 W RIVERVIEW RD | DAYTON | OH | 45405 | NONE | PC | HEALTHHEALTHEDUCATION | $10,000 |
| HANNAH'S TREASURE CHEST | |||||||
| 2490 TECHNICAL DRIVE | MIAMISBURG | OH | 45342 | NONE | PC | HEALTH | $8,000 |
| HOMEFULL INC | |||||||
| 2107 N GETTYSBURG AVE | DAYTON | OH | 45406 | NONE | PC | EDUCATION | $15,000 |
| HOSPICE OF DAYTON | |||||||
| 324 WILMINGTON AVE | DAYTON | OH | 45420 | NONE | PC | HEALTH | $5,000 |
| JUNIOR ACHIEVEMENT OF OKI PARTNERS | |||||||
| 120 W SECOND ST SUITE 316 | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $6,500 |
| K-12 AND TEJAS | |||||||
| 341 S JEFFRSON | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $12,000 |
| KIDS IN NEW DIRECTIONS | |||||||
| 2338 E FIFTH STREET | DAYTON | OH | 45403 | NONE | PC | EDUCATION | $10,000 |
| LEARNING TREE FARM | |||||||
| 3376 S UNION RD | DAYTON | OH | 45417 | NONE | PC | EDUCATION | $10,000 |
| LEHMAN CATHOLIC HIGH SCHOOL | |||||||
| 2400 ST MARYS AVE | SIDNEY | OH | 45365 | NONE | PC | EDUCATION | $3,000 |
| MAPLE TREE CANCER ALLIANCE | |||||||
| 425 FINDLAY ST | DAYTON | OH | 45404 | NONE | PC | HEALTH | $15,550 |
| MIAMI VALLEY LEADERSHIP FOUNDATION | |||||||
| 1133 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | NONE | PC | HEALTH | $15,000 |
| MIAMI VALLEY MEALS | |||||||
| 428 S EDWIN C MOSES BLVD | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $10,000 |
| MUSE MACHINE | |||||||
| 126 NORTH MAIN STREET | DAYTON | OH | 45402 | NONE | PC | EDUCATION | $5,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E SEVENTENTH ST | COLUMBUS | OH | 43211 | NONE | PC | EDUCATION | $5,000 |
| OMEGA COMMUNITY DEV | |||||||
| 1800 HARVARD BLVD | DAYTON | OH | 45406 | NONE | PC | HEALTH | $5,000 |
| ON PURPOSE ACADEMY | |||||||
| 51 BEST STREET | DAYTON | OH | 45405 | NONE | PC | EDUCATION | $5,000 |
| ONE CITY FOR RECOVRY | |||||||
| 990 READING RD | MASON | OH | 45040 | NONE | PC | HEALTH | $10,000 |
| 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 | $5,000 |
| SALVATION ARMY | |||||||
| 1000 N KEOWEE ST | DAYTON | OH | 45404 | NONE | PC | EDUCATION | $18,000 |
| SLEEP IN HEAVENLY PEACE | |||||||
| 1133 S EDWIN C MOSES BLVD | DAYTON | OH | 45417 | NONE | PC | HEALTH | $10,000 |
| ST MARYS FOOD PANTRY | |||||||
| 310 ALLN ST | DAYTON | OH | 45410 | NONE | PC | EDUCATION | $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 YMCA OF GREATER DAYTON | |||||||
| 118 W FIRST ST SUITE 300 | DAYTON | OH | 45402 | NONE | PC | HEALTH | $7,500 |
| UNITED REHABILITATION SERVICES DAYTON | |||||||
| 4710 OLD TROY PIKE | DAYTON | OH | 45424 | NONE | PC | HEALTH | $30,000 |
| VICTORY PROJECT | |||||||
| 409 TROY STREET | DAYTON | OH | 45404 | NONE | PC | HEALTH | $10,000 |
| WE CARE ARTS | |||||||
| 3035 WILMINGTON PK | KETTERING | OH | 45429 | NONE | PC | EDUCATION | $10,000 |
| XENIA ADULT RECREATION AND SERVICE CENTER | |||||||
| 338 S PROGRESS DR | XENIA | OH | 45385 | NONE | PC | HEALTH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $568,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | 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 | $60,000 |
| DAYTON CHILDRENS HOSPITAL | |||||||
| ONE CHILDRENS PLAZA | DAYTON | OH | 45404 | NONE | PC | HEALTH | $150,000 |
| GOOD SAMARITAN FOUNDATION | |||||||
| 31 WYOMING STREET | DAYTON | OH | 45409 | NONE | PC | HEALTH | $30,000 |
| 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 |
| VICTORY PROJECT | |||||||
| 409 TROY STREET | DAYTON | OH | 45404 | NONE | PC | HEALTH | $10,000 |
| 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 | $247,046 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,444,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,691,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,691,208 | 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 | $10,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,062,689 | EOYBookValueAmt |
| EOYFMV | $1,116,244 | 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 | $4,435,813 | EOYBookValueAmt |
| EOYFMV | $7,520,986 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,013,781 | $2,678,251 |
| CERTFICATES OF DEPOSIT | AT COST | $400,000 | $405,243 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $93 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $831 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $102 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,412 | $282 | $1,130 |
| INVESTMENT FEES | $100,430 | $100,430 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $360 | $360 | $0 |
| FEDERAL TAX | $9,000 | $9,000 | $0 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
| PAYROLL TAXES | $2,460 | $492 | $1,968 |