Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 07-01-2020 , and ending 06-30-2021
Name of foundation
WILSON SHEEHAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3085
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, OH45501
A Employer identification number

32-6266976
B Telephone number (see instructions)

(203) 459-2703
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$73,370,878J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 18 18  
4 Dividends and interest from securities... 1,564,491 1,553,287  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,290,544
b Gross sales price for all assets on line 6a 13,194,138
7 Capital gain net income (from Part IV, line 2)... 4,284,661
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 179,194 0  
12 Total. Add lines 1 through 11........ 16,034,247 5,837,966  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 193,500 0   193,500
14 Other employee salaries and wages...... 66,250 0   66,250
15 Pension plans, employee benefits....... 12,987 0   12,987
16a Legal fees (attach schedule)......... Click to see attachment 10,973 0   10,973
b Accounting fees (attach schedule)....... Click to see attachment 10,090 0   10,090
c Other professional fees (attach schedule).... Click to see attachment 222,617 217,950   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 118,875 4,616   16,411
19 Depreciation (attach schedule) and depletion... Click to see attachment 692 0  
20 Occupancy.............. 9,750 0   9,750
21 Travel, conferences, and meetings....... 5,079 0   5,079
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 357,387 186,409   281,578
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,008,200 408,975   606,618
25 Contributions, gifts, grants paid....... 8,997,535 8,578,034
26 Total expenses and disbursements. Add lines 24 and 25 10,005,735 408,975   9,184,652
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,028,512
b Net investment income (if negative, enter -0-) 5,428,991
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 101,652 103,837 103,837
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,527,582 Click to see attachment21,854,741 39,723,195
c Investments—corporate bonds (attach schedule)....... 8,457,454 Click to see attachment8,956,694 9,189,906
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 20,824,224 Click to see attachment21,444,345 24,350,152
14 Land, buildings, and equipment: basis bullet29,044
Less: accumulated depreciation (attach schedule) bullet25,256 4,480 Click to see attachment3,788 3,788
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 45,915,392 52,363,405 73,370,878
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 3,922,001 4,341,502
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 3,922,001 4,341,502
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 41,993,391 48,021,903
29 Total net assets or fund balances (see instructions)..... 41,993,391 48,021,903
30 Total liabilities and net assets/fund balances (see instructions). 45,915,392 52,363,405
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
41,993,391
2
Enter amount from Part I, line 27a .....................
2
6,028,512
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
48,021,903
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
48,021,903
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SHORT TERM P 2020-07-01 2021-06-30
b LONG TERM P 2019-12-31 2021-06-30
c STONEHILL INSTITUTIONAL PARTNERS P 2019-12-31 2021-06-30
d STONEHILL INSTITUTIONAL PARTNERS P 2020-07-01 2021-06-30
e STONEHILL INSTITUTIONAL PARTNERS P 2019-12-31 2021-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,369,860   2,774,898 594,962
b 7,153,295   6,128,696 1,024,599
c 5,883   5,883 0
d 415,920     415,920
e 2,249,180     2,249,180
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       594,962
b       1,024,599
c       0
d       415,920
e       2,249,180
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,284,661
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 75,463
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 75,463
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 75,463
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 75,785
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 115,785
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,322
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet40,322 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT, OH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWILSONSHEEHAN.ORG
    14
    The books are in care ofbulletLORRAINE WILSON Telephone no.bullet (203) 459-2703

    Located atbullet252 1ST AVE SNAPLESFL ZIP+4bullet34102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTOPHER E WILSON TRUSTEE
    3.00     		0 0 0
    252 1ST AVE S
    NAPLES,FL34102
    LORRAINE WILSON TRUSTEE
    8.00     		0 0 0
    252 1ST AVE S
    NAPLES,FL34102
    MAUREEN S MASSARO EXECUTIVE DIRECTOR
    40.00     		193,500 9,675 0
    PO BOX 3085
    SPRINGFIELD,OH45501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    ANDREA O'CONNOR GRANTS MANAGER
    40.00     		66,250 3,312 0
    PO BOX 3085
    SPRINGFIELD,OH45501
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    64,817,621
    b
    Average of monthly cash balances.......................
    1b
    88,434
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    64,906,055
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    64,906,055
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    973,591
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    63,932,464
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,196,623
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    3,196,623
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    75,463
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    75,463
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,121,160
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,121,160
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,121,160
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    9,184,652
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    9,184,652
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    9,184,652
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,121,160
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 6,374,954
    b From 2016...... 6,543,790
    c From 2017...... 2,191,002
    d From 2018...... 2,394,912
    e From 2019...... 1,432,812
    fTotal of lines 3a through e........ 18,937,470
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 9,184,652
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 3,121,160
    e Remaining amount distributed out of corpus 6,063,492
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 25,000,962
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		6,374,954
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		18,626,008
    10 Analysis of line 9:
    a Excess from 2016.... 6,543,790
    b Excess from 2017.... 2,191,002
    c Excess from 2018.... 2,394,912
    d Excess from 2019.... 1,432,812
    e Excess from 2020.... 6,063,492
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHRISTOPHER E WILSON
    LORRAINE WILSON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MAUREEN MASSARO
    PO BOX 3085
    SPRINGFIELD,OH45501
    (937) 244-7449
    bThe form in which applications should be submitted and information and materials they should include:
    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 STATEMENTS AND COPY OF 501(C)(3) ACCEPTANCE LETTER AT A MINIMUM.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    REQUESTS NOT CONSIDERED FOR SCHOLARSHIPS; MASS FUNDING APPEALS; SPONSORSHIPS; ADVERTISING FOR FUNDRAISING EVENTS; AND GRANTS OR LOANS TO INDIVIDUALS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARTISTS FOR HUMANITY
    100 W SECOND STREET
    BOSTON,MA02127     		NONE PUBLIC YOUTH ARTS ENTERPRISE 64,000
    ARTISTS FOR HUMANITY
    100 W SECOND STREET
    BOSTON,MA02127     		NONE PUBLIC COVID 19 FUNDING 15,000
    BIG BROTHERS-BIG SISTERS OF SPRINGFIELD INC
    1855 E DUBLIN GRANVILLE RD FL 1
    COLUMBUS,OH43229     		NONE PUBLIC YOUTH EDUCATION/CAMP 4,000
    BOTTOM LINE
    50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PUBLIC BOTTOM LINE - GENERAL OPERATING 50,000
    BREAKTHROUGH NEW YORK
    123 WILLIAM STREET 4TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC MIDDLE SCHOOL PROGRAM 10,000
    CATHOLIC CENTRAL JRSR HIGH SCHOOL
    1200 EAST HIGH STREET
    SPRINGFIELD,OH45505     		NONE PUBLIC EDUCATION 99,535
    CATHOLIC SOCIAL SEVICES
    441 INDUSTRY DR
    COLUMBUS,OH43204     		NONE PUBLIC COVID 19 EMERGENCY FUNDS 50,000
    CHILDREN'S COMMUNITY SCHOOL
    31 WALCOTT ST
    WATERBURY,CT06702     		NONE PUBLIC MIDDLE SCHOOL EXPANSION PROJECT 10,000
    COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO
    20 S LIMESTONE SUITE 100
    SPRINGFIELD,OH45502     		NONE PUBLIC HOLIDAY IN THE CITY 45,000
    CRAYONS TO CLASSROOMS
    1750 WOODMAN DR
    DAYTON,OH45420     		NONE PUBLIC CRAYONS TO CLASSROOMS TEACHER RESOURCE CENTER SUPPORT 15,000
    CRISTO REY NETWORK
    11 EAST ADAMS STREET
    CHICAGO,IL60603     		NONE PUBLIC COLLEGE INITIATIVES 666,666
    DAYTON FOUNDATION
    1401 S MAIN ST 100
    DAYTON,OH45409     		NONE PUBLIC FEMME AID 1,000
    HEKIMA PLACE INC
    407 MORRISON DRIVE
    PITTSBURGH,PA15216     		NONE PUBLIC EDUCATION 5,000
    HELPING OUR YOUNG PEOPLE CONNECT WITH GOD
    1391 ELIZABETH CT
    SPRINGFIELD,OH45503     		NONE PUBLIC HOPE SKILLS, FITNESS, FOOD, AND NUTRITION FOR LIFE 2,500
    HOUR CHILDREN INC
    36-11 12TH STREET LOWER LEVEL
    LONG ISLAND CITY,NY11106     		NONE PUBLIC CHILDRENS THERAPY SERVICES 40,000
    LESOTHO NUTRITION INITIATIVE
    115 MONTERAY AVE
    OAKWOOD,OH45419     		NONE PUBLIC LESOTHO NUTRITION INITIATIVE 5,000
    MARIAN UNIVERSITY
    3200 COLD SPRINGS RD
    INDIANAPOLIS,IN46222     		NONE PUBLIC KLIPSCH EDUCATORS COLLEGE AT MARIAN UNIVERSITY 300,000
    MORE THAN WORDS INC
    56 FELTON STREET
    WALTHAM,MA02453     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    NORWALK GRASSROOTS TENNIS INC
    11 INGALLS AVE
    NORWALK,CT06854     		NONE PUBLIC BUILDING EDUCATION SUPPORT 55,000
    ON-THE-RISE
    4177 DIALTON ROAD
    SPRINGFIELD,OH45502     		NONE PUBLIC CHARITABLE CONTRIBUTION - FILLING THE GAP 25,000
    PER SCHOLAS
    804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC PER SCHOLAS COLUMBUS IT JOB TRAINING/COVID 19 EMERGENCY FUNDS 125,000
    SAN MIGUEL ACADEMY OF NEWBURGH
    245 RENWICK ST
    NEWBURGH,NY12550     		NONE PUBLIC EDUCATION 10,000
    SPRINGFIELD CHRISTIAN YOUTH MINISTRIES
    1500 BROADWAY ST
    SPRINGFIELD,OH45504     		NONE PUBLIC SPRINGFIELD CHRISTIAN YOUTH MINISTRIES OPERATING SUPPORT 5,000
    SPRINGFIELD CITY SCHOOLS
    1500 W JEFFERSON STREET
    SPRINGFIELD,OH45506     		NONE PUBLIC PROJECT SPRINGBOARD PROGRAM 7,500
    SPRINGFIELD FAMILY YMCA
    300 S LIMESTONE ST
    SPRINGFIELD,OH45505     		NONE PUBLIC YMCA AFTER-SCHOOL ENRICHMENT PROGRAM 15,000
    SPRINGFIELD FOUNDATION
    333 N LIMESTONE STREET
    SPRINGFIELD,OH45503     		NONE PUBLIC BURYING GROUND RESTORATION COMMITTEE 15,000
    SPRINGFIELD FOUNDATION (NTRT ENDOWMENT)
    333 N LIMESTONE ST SUITE 201
    SPRINGFIELD,OH45504     		NONE PUBLIC NTRP ENDOWMENT 5,000
    SPRINGFIELD MUSEUM OF ART
    107 CLIFF PARK ROAD
    SPRINGFIELD,OH45501     		NONE PUBLIC CAPITAL CAMPAIGN/ART EDUCATION 10,000
    ST IGNATIUS SCHOOL
    740 MANIDA STREET
    BRONX,NY10474     		NONE PUBLIC ST. IGNATIUS SCHOOL ADVANCING THE MISSION & COVID 19 FUNDING 55,000
    STAND TOGETHER FOUNDATION
    1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC CATALYST PROGRAM-SAFE FAMILIES 150,000
    THE BLINKNOW FOUNDATION
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PUBLIC FOUNDATION OPERATING EXPENSES/COVID 50,000
    THE CONSCIOUS CONNECT
    PO BOX 3081
    SPRINGFIELD,OH45501     		NONE PUBLIC CHILDRENS EQUITY ZONE 5,000
    THE DREXEL FUNDS (DBA THE DREXEL FUND)
    333 W SANTA CLARA ST STE 950
    SAN JOSE,CA95113     		NONE PUBLIC GENERAL OPERATIONS 444,833
    THE GO PROJECT
    50 COOOPER SQUARE
    NEW YORK,NY10003     		NONE PUBLIC GO SCHOOL, GO SUMMER AND GO FAMILIES 25,000
    THE MATHILE INSTITUTE
    241 TAYLOR ST SUITE 300
    DAYTON,OH45402     		NONE PUBLIC MPOWER PROGRAM 50,000
    UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES
    120 S CENTER ST
    SPRINGFIELD,OH45502     		NONE PUBLIC THE DOLLY PARTON IMAGINATION LIBRARY 5,000
    WELLSPRING
    701 E COLUMBIA ST
    SPRINGFIELD,OH45503     		NONE PUBLIC EDUCATION 105,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC CHARITABLE CONTRIBUTION; WATER INITIATIVE AND INNOVATION INITIATIVE 400,000
    YOUNG LIFE
    PO BOX 1465
    SPRINGFIELD,OH45501     		NONE PUBLIC EDUCATION - GENERAL OPERATING 25,000
    FOSTER CARE ALLIANCE
    7000 PEACHTREE DUNWOODY RD
    ATLANTA,GA30328     		NONE PUBLIC MOTHER'S ADVOCACY PROJECT 75,000
    DAVE THOMAS FOUNDATION
    4900 TUTTLE CROSSING BLVD
    COLUMBUS,OH43016     		NONE PUBLIC EXPANDING WENDY'S WONDERFUL KIDS IN OHIO 150,000
    SAINT MARY'S COLLEGE
    SR 933
    NOTRE DAME,IN46556     		NONE PUBLIC STUDENT EQUITY FUND 3,500,000
    YOUNG LIFE - COLLIER COUNTY
    420 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		NONE PUBLIC YOUNG LIFE 45,000
    INNOCENCE PROJECT
    40 WORTH ST RM 701
    NEW YORK,NY10013     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    ZELIE'S HOME
    13643 ROCKSIDE RD
    GARFIELD,OH44125     		NONE PUBLIC GENERAL OPERATING 50,000
    SEEDS OF CARING
    325 PIEDMONT RD
    COLUMBUS,OH43214     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    JEFFERSON STREET OASIS COMMUNITY GARDEN
    PO BOX 2812
    SPRINGFIELD,OH45501     		NONE PUBLIC CHILDREN'S GARDEN AND OPERATING COSTS 5,000
    DISTRICT COUNCIL ST VINCENT DE PAUL OF SPRINGFIELD OHIO
    PO BOX 94
    SPRINGFIELD,OH45501     		NONE PUBLIC COVID 19 FUNDING 5,000
    LIFE NETWORK OF SOUTHWEST FLORIDA INC
    PO BOX 9488
    NAPLES,FL34101     		NONE PUBLIC ABISTINENCE PROGRAM 61,000
    SQUASHBUSTERS
    795 COLUMBUS AVE
    BOSTON,MA02120     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    PER SCHOLAS
    804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC BUILDING CAPACITY FOR EQUITY 500,000
    OHIO TRI COUNTY FOOD ALLIANCE
    20 N MIRRAY ST
    SPRINGFIELD,OH45503     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    STAND TOGETHER TRUST
    1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC SEIZE THE MOMENT 1,000,000
    FUGEES FAMILY INC
    1933 E DUBLIN GRANVILLE RD
    COLUMBUS,OH43229     		NONE PUBLIC COVID 19 RELIEF 25,000
    ONE ACRE FUND
    1954 FIRST STREET 183
    HIGHLAND PARK,IL60035     		NONE PUBLIC ANNUAL SUPPORT 150,000
    MINDS MATTER OF BOSTON
    PO BOX 51066
    BOSTON,MA02205     		NONE PUBLIC FY 21 OPERATING EXPENSES 10,000
    MINDS MATTER OF CLEVELAND OHIO
    2515 JAY AVE STE 101
    CLEVELAND,OH44113     		NONE PUBLIC MINDS MATTER 10,000
    LYMPHOMA RESEARCH FOUNDATION
    WALL ST PLAXA 88 PINE STREET STE
    NEW YORK,NY10005     		NONE PUBLIC NEXT GENERATION GRANT 2,000
    CINCINNATI WORKS INC
    708 WALNUT ST STE 200
    CINCINNATI,OH45202     		NONE PUBLIC JOB READINESS 15,000
    Total .................................bullet 3a 8,578,034
    bApproved for future payment
    THE BLINKNOW FOUNDATION
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PUBLIC GENERAL OPERATING SUPPORT 50,000
    UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES
    120 S CENTER ST
    SPRINGFIELD,OH45502     		NONE PUBLIC THE DOLLY PARTON IMAGINATION LIBRARY 5,000
    CATHOLIC SOCIAL SEVICES
    197 E GAY ST 2ND FLOOR
    COLUMBUS,OH43215     		NONE PUBLIC OUR LADY OF GUADALUPE CENTER 100,000
    COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO
    20 S LIMESTONE SUITE 100
    SPRINGFIELD,OH45502     		NONE PUBLIC HOLIDAY IN THE CITY 60,000
    DAVE THOMAS FOUNDATION
    4900 TUTTLE CROSSING BLVD
    COLUMBUS,OH43016     		NONE PUBLIC EXPANDING WENDY'S WONDERFUL KIDS IN OHIO 300,000
    PER SCHOLAS
    804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC PER SCHOLAS COLUMBUS IT JOB TRAINING/COVID 19 EMERGENCY FUNDS 75,000
    STAND TOGETHER FOUNDATION
    1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC SAFE FAMILIES 300,000
    SAINT MARY'S COLLEGE
    SR 933
    NOTRE DAME,IN46556     		NONE PUBLIC STUDENT EQUITY FUND 1,500,000
    YOUNG LIFE - COLLIER COUNTY
    420 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		NONE PUBLIC YOUNG LIFE 30,000
    DUNBAR EARLY EDUCATION CENTER
    2315 W 10TH ST
    TEXARKANA,TX75501     		NONE PUBLIC EDUCATION 75,000
    Total .................................bullet 3b 2,495,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 18  
    4 Dividends and interest from securities....     14 1,564,491  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900001   14 62,215  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 5,883 18 4,284,661  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRECOVERED THEFT LOSS     		        55,000
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 5,883 5,911,385 55,000
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,972,268
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11A RECOVERED THEFT LOSS DUE TO FRAUD IN PRIOR YEAR
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARTISTS FOR HUMANITY100 W SECOND STREET
    BOSTON,MA02127     		NONE PUBLIC YOUTH ARTS ENTERPRISE 64,000
    ARTISTS FOR HUMANITY100 W SECOND STREET
    BOSTON,MA02127     		NONE PUBLIC COVID 19 FUNDING 15,000
    BIG BROTHERS-BIG SISTERS OF SPRINGFIELD INC1855 E DUBLIN GRANVILLE RD FL 1
    COLUMBUS,OH43229     		NONE PUBLIC YOUTH EDUCATION/CAMP 4,000
    BOTTOM LINE50 MILK STREET 16TH FLOOR
    BOSTON,MA02109     		NONE PUBLIC BOTTOM LINE - GENERAL OPERATING 50,000
    BREAKTHROUGH NEW YORK123 WILLIAM STREET 4TH FLOOR
    NEW YORK,NY10038     		NONE PUBLIC MIDDLE SCHOOL PROGRAM 10,000
    CATHOLIC CENTRAL JRSR HIGH SCHOOL1200 EAST HIGH STREET
    SPRINGFIELD,OH45505     		NONE PUBLIC EDUCATION 99,535
    CATHOLIC SOCIAL SEVICES441 INDUSTRY DR
    COLUMBUS,OH43204     		NONE PUBLIC COVID 19 EMERGENCY FUNDS 50,000
    CHILDREN'S COMMUNITY SCHOOL31 WALCOTT ST
    WATERBURY,CT06702     		NONE PUBLIC MIDDLE SCHOOL EXPANSION PROJECT 10,000
    COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO20 S LIMESTONE SUITE 100
    SPRINGFIELD,OH45502     		NONE PUBLIC HOLIDAY IN THE CITY 45,000
    CRAYONS TO CLASSROOMS1750 WOODMAN DR
    DAYTON,OH45420     		NONE PUBLIC CRAYONS TO CLASSROOMS TEACHER RESOURCE CENTER SUPPORT 15,000
    CRISTO REY NETWORK11 EAST ADAMS STREET
    CHICAGO,IL60603     		NONE PUBLIC COLLEGE INITIATIVES 666,666
    DAYTON FOUNDATION1401 S MAIN ST 100
    DAYTON,OH45409     		NONE PUBLIC FEMME AID 1,000
    HEKIMA PLACE INC407 MORRISON DRIVE
    PITTSBURGH,PA15216     		NONE PUBLIC EDUCATION 5,000
    HELPING OUR YOUNG PEOPLE CONNECT WITH GOD1391 ELIZABETH CT
    SPRINGFIELD,OH45503     		NONE PUBLIC HOPE SKILLS, FITNESS, FOOD, AND NUTRITION FOR LIFE 2,500
    HOUR CHILDREN INC36-11 12TH STREET LOWER LEVEL
    LONG ISLAND CITY,NY11106     		NONE PUBLIC CHILDRENS THERAPY SERVICES 40,000
    LESOTHO NUTRITION INITIATIVE115 MONTERAY AVE
    OAKWOOD,OH45419     		NONE PUBLIC LESOTHO NUTRITION INITIATIVE 5,000
    MARIAN UNIVERSITY3200 COLD SPRINGS RD
    INDIANAPOLIS,IN46222     		NONE PUBLIC KLIPSCH EDUCATORS COLLEGE AT MARIAN UNIVERSITY 300,000
    MORE THAN WORDS INC56 FELTON STREET
    WALTHAM,MA02453     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    NORWALK GRASSROOTS TENNIS INC11 INGALLS AVE
    NORWALK,CT06854     		NONE PUBLIC BUILDING EDUCATION SUPPORT 55,000
    ON-THE-RISE4177 DIALTON ROAD
    SPRINGFIELD,OH45502     		NONE PUBLIC CHARITABLE CONTRIBUTION - FILLING THE GAP 25,000
    PER SCHOLAS804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC PER SCHOLAS COLUMBUS IT JOB TRAINING/COVID 19 EMERGENCY FUNDS 125,000
    SAN MIGUEL ACADEMY OF NEWBURGH245 RENWICK ST
    NEWBURGH,NY12550     		NONE PUBLIC EDUCATION 10,000
    SPRINGFIELD CHRISTIAN YOUTH MINISTRIES1500 BROADWAY ST
    SPRINGFIELD,OH45504     		NONE PUBLIC SPRINGFIELD CHRISTIAN YOUTH MINISTRIES OPERATING SUPPORT 5,000
    SPRINGFIELD CITY SCHOOLS1500 W JEFFERSON STREET
    SPRINGFIELD,OH45506     		NONE PUBLIC PROJECT SPRINGBOARD PROGRAM 7,500
    SPRINGFIELD FAMILY YMCA300 S LIMESTONE ST
    SPRINGFIELD,OH45505     		NONE PUBLIC YMCA AFTER-SCHOOL ENRICHMENT PROGRAM 15,000
    SPRINGFIELD FOUNDATION333 N LIMESTONE STREET
    SPRINGFIELD,OH45503     		NONE PUBLIC BURYING GROUND RESTORATION COMMITTEE 15,000
    SPRINGFIELD FOUNDATION (NTRT ENDOWMENT)333 N LIMESTONE ST SUITE 201
    SPRINGFIELD,OH45504     		NONE PUBLIC NTRP ENDOWMENT 5,000
    SPRINGFIELD MUSEUM OF ART107 CLIFF PARK ROAD
    SPRINGFIELD,OH45501     		NONE PUBLIC CAPITAL CAMPAIGN/ART EDUCATION 10,000
    ST IGNATIUS SCHOOL740 MANIDA STREET
    BRONX,NY10474     		NONE PUBLIC ST. IGNATIUS SCHOOL ADVANCING THE MISSION & COVID 19 FUNDING 55,000
    STAND TOGETHER FOUNDATION1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC CATALYST PROGRAM-SAFE FAMILIES 150,000
    THE BLINKNOW FOUNDATION35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PUBLIC FOUNDATION OPERATING EXPENSES/COVID 50,000
    THE CONSCIOUS CONNECTPO BOX 3081
    SPRINGFIELD,OH45501     		NONE PUBLIC CHILDRENS EQUITY ZONE 5,000
    THE DREXEL FUNDS (DBA THE DREXEL FUND)333 W SANTA CLARA ST STE 950
    SAN JOSE,CA95113     		NONE PUBLIC GENERAL OPERATIONS 444,833
    THE GO PROJECT50 COOOPER SQUARE
    NEW YORK,NY10003     		NONE PUBLIC GO SCHOOL, GO SUMMER AND GO FAMILIES 25,000
    THE MATHILE INSTITUTE241 TAYLOR ST SUITE 300
    DAYTON,OH45402     		NONE PUBLIC MPOWER PROGRAM 50,000
    UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES120 S CENTER ST
    SPRINGFIELD,OH45502     		NONE PUBLIC THE DOLLY PARTON IMAGINATION LIBRARY 5,000
    WELLSPRING701 E COLUMBIA ST
    SPRINGFIELD,OH45503     		NONE PUBLIC EDUCATION 105,000
    WORLD VISIONPO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC CHARITABLE CONTRIBUTION; WATER INITIATIVE AND INNOVATION INITIATIVE 400,000
    YOUNG LIFEPO BOX 1465
    SPRINGFIELD,OH45501     		NONE PUBLIC EDUCATION - GENERAL OPERATING 25,000
    FOSTER CARE ALLIANCE7000 PEACHTREE DUNWOODY RD
    ATLANTA,GA30328     		NONE PUBLIC MOTHER'S ADVOCACY PROJECT 75,000
    DAVE THOMAS FOUNDATION4900 TUTTLE CROSSING BLVD
    COLUMBUS,OH43016     		NONE PUBLIC EXPANDING WENDY'S WONDERFUL KIDS IN OHIO 150,000
    SAINT MARY'S COLLEGESR 933
    NOTRE DAME,IN46556     		NONE PUBLIC STUDENT EQUITY FUND 3,500,000
    YOUNG LIFE - COLLIER COUNTY420 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		NONE PUBLIC YOUNG LIFE 45,000
    INNOCENCE PROJECT40 WORTH ST RM 701
    NEW YORK,NY10013     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    ZELIE'S HOME13643 ROCKSIDE RD
    GARFIELD,OH44125     		NONE PUBLIC GENERAL OPERATING 50,000
    SEEDS OF CARING325 PIEDMONT RD
    COLUMBUS,OH43214     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    JEFFERSON STREET OASIS COMMUNITY GARDENPO BOX 2812
    SPRINGFIELD,OH45501     		NONE PUBLIC CHILDREN'S GARDEN AND OPERATING COSTS 5,000
    DISTRICT COUNCIL ST VINCENT DE PAUL OF SPRINGFIELD OHIOPO BOX 94
    SPRINGFIELD,OH45501     		NONE PUBLIC COVID 19 FUNDING 5,000
    LIFE NETWORK OF SOUTHWEST FLORIDA INCPO BOX 9488
    NAPLES,FL34101     		NONE PUBLIC ABISTINENCE PROGRAM 61,000
    SQUASHBUSTERS795 COLUMBUS AVE
    BOSTON,MA02120     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    PER SCHOLAS804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC BUILDING CAPACITY FOR EQUITY 500,000
    OHIO TRI COUNTY FOOD ALLIANCE20 N MIRRAY ST
    SPRINGFIELD,OH45503     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    STAND TOGETHER TRUST1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC SEIZE THE MOMENT 1,000,000
    FUGEES FAMILY INC1933 E DUBLIN GRANVILLE RD
    COLUMBUS,OH43229     		NONE PUBLIC COVID 19 RELIEF 25,000
    ONE ACRE FUND1954 FIRST STREET 183
    HIGHLAND PARK,IL60035     		NONE PUBLIC ANNUAL SUPPORT 150,000
    MINDS MATTER OF BOSTONPO BOX 51066
    BOSTON,MA02205     		NONE PUBLIC FY 21 OPERATING EXPENSES 10,000
    MINDS MATTER OF CLEVELAND OHIO2515 JAY AVE STE 101
    CLEVELAND,OH44113     		NONE PUBLIC MINDS MATTER 10,000
    LYMPHOMA RESEARCH FOUNDATIONWALL ST PLAXA 88 PINE STREET STE
    NEW YORK,NY10005     		NONE PUBLIC NEXT GENERATION GRANT 2,000
    CINCINNATI WORKS INC708 WALNUT ST STE 200
    CINCINNATI,OH45202     		NONE PUBLIC JOB READINESS 15,000
    Total ...............................bullet 3a 8,578,034
    bApproved for future payment
    THE BLINKNOW FOUNDATION35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PUBLIC GENERAL OPERATING SUPPORT 50,000
    UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES120 S CENTER ST
    SPRINGFIELD,OH45502     		NONE PUBLIC THE DOLLY PARTON IMAGINATION LIBRARY 5,000
    CATHOLIC SOCIAL SEVICES197 E GAY ST 2ND FLOOR
    COLUMBUS,OH43215     		NONE PUBLIC OUR LADY OF GUADALUPE CENTER 100,000
    COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO20 S LIMESTONE SUITE 100
    SPRINGFIELD,OH45502     		NONE PUBLIC HOLIDAY IN THE CITY 60,000
    DAVE THOMAS FOUNDATION4900 TUTTLE CROSSING BLVD
    COLUMBUS,OH43016     		NONE PUBLIC EXPANDING WENDY'S WONDERFUL KIDS IN OHIO 300,000
    PER SCHOLAS804 E 138TH ST FRNT 2
    BRONX,NY10454     		NONE PUBLIC PER SCHOLAS COLUMBUS IT JOB TRAINING/COVID 19 EMERGENCY FUNDS 75,000
    STAND TOGETHER FOUNDATION1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC SAFE FAMILIES 300,000
    SAINT MARY'S COLLEGESR 933
    NOTRE DAME,IN46556     		NONE PUBLIC STUDENT EQUITY FUND 1,500,000
    YOUNG LIFE - COLLIER COUNTY420 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		NONE PUBLIC YOUNG LIFE 30,000
    DUNBAR EARLY EDUCATION CENTER2315 W 10TH ST
    TEXARKANA,TX75501     		NONE PUBLIC EDUCATION 75,000
    Total ................................bullet 3b 2,495,000
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    WILSON SHEEHAN FOUNDATION
     
    Employer identification number

    32-6266976
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    WILSON SHEEHAN FOUNDATION
          		Employer identification number
    32-6266976
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHRISTOPHER E AND LORRAINE WILSON
     
    252 1ST AVE S
     
    NAPLES, FL34102

    		$ 10,000,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    WILSON SHEEHAN FOUNDATION
          		Employer identification number

    32-6266976
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    WILSON SHEEHAN FOUNDATION
          		Employer identification number

    32-6266976
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING / TAX PREP 10,090 0   10,090

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount
    N/A 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    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 0 % 0 0    
    OIL PAINTINGS 2013-12-12 1,778   NC 0 % 0 0    
    GRANT SOFTWARE 2014-03-18 8,000 8,000 SL 3.000000000000 0 0    
    OFFICE DESK - KAVANAUGH'S 2014-12-05 1,259 1,005 SL 7.000000000000 180 0    
    CONFERENCE TABLE & OFFICE DESK 2016-10-26 3,582 1,877 SL 7.000000000000 512 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    THE MATHILE INSTITUTE
          		241 TAYLOR ST SUITE 300
    DAYTON,OH45402     		2020-09-30 50,000 NURTURING THE FUTURES OF CHILDREN IN CENTRAL AMERICA 50,000 NONE JULY 15, 2021 2021-07-31 GRANT WAS USED FOR CHARITABLE PURPOSE AS INTENDED

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS 8,956,694 9,189,906

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Name of Stock End of Year Book Value End of Year Fair Market Value
    U.S. LARGE CAP EQUITIES 14,535,078 29,776,361
    U.S. MID CAP EQUITIES 4,988,506 6,766,424
    INTERNATIONAL EQUITIES 878,263 1,290,410
    EMERGING MARKET EQUITIES 1,452,894 1,890,000

    TY 2020 InvestmentsOtherSchedule2
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CASH EQUIVILENTS AT COST 222,895 222,895
    HEDGE FUNDS AT COST 21,221,450 24,127,257

    TY 2020 LandEtcSchedule2
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    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 0 743  
    OIL PAINTINGS 1,778 0 1,778  
    GRANT SOFTWARE 8,000 8,000 0  
    OFFICE DESK - KAVANAUGH'S 1,259 1,185 74  
    CONFERENCE TABLE & OFFICE DESK 3,582 2,389 1,193  


    TY 2020 LegalFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,973 0   10,973


    TY 2020 OtherExpensesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TELEPHONE 1,738 0   1,738
    COMPUTER AND INTERNET 3,154 0   3,154
    OFFICE 5,436 0   5,436
    PAYROLL EXPENSE 1,096 0   1,096
    401 (K) FEE 1,200 0   1,200
    MISCELLANEOUS 866 0   214,690
    SPONSORSHIPS 21,150 0   21,150
    MEMBERSHIP DUES 28,771 0   28,771
    INSURANACE 4,343 0   4,343
    LOSS ON INVESTMENT - PARTNERSHIP K-1 289,633 186,409   0


    TY 2020 OtherIncomeSchedule2
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    STONEHILL INSTITUTIONAL PTRS-TAX EXEMPT INCOME 124,194 0 124,194
    RECOVERED THEFT LOSS 55,000   55,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 217,950 217,950   0
    NON-DEDUCTIBLE PARTNERSHIP EXPENSES 4,667 0   0


    TY 2020 SubstantialContributorsSch
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Name Address
    CHRIS LORRAINE WILSON 931 OLD POST ROAD
    FAIRFIELD,CT06824


    TY 2020 TaxesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,411 0   16,411
    FEDERAL TAXES 97,848 0   0
    FOREIGN TAXES 4,616 4,616   0
    UBIT 0 0   0
    STATE TAXES 0 0   0