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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
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$72,188,691J 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) 3,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 18 18  
4 Dividends and interest from securities... 1,717,799 1,710,798  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,241,486
b Gross sales price for all assets on line 6a 21,770,133
7 Capital gain net income (from Part IV, line 2)... 10,240,108
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 160,627 0  
12 Total. Add lines 1 through 11........ 15,119,930 11,950,924  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 198,000 0   198,000
14 Other employee salaries and wages...... 69,250 0   69,250
15 Pension plans, employee benefits....... 13,362 0   13,362
16a Legal fees (attach schedule)......... Click to see attachment 28,637 0   28,637
b Accounting fees (attach schedule)....... Click to see attachment 10,868 0   10,868
c Other professional fees (attach schedule).... Click to see attachment 380,106 254,556   91,073
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 104,420 11,961   17,301
19 Depreciation (attach schedule) and depletion... Click to see attachment 586 0  
20 Occupancy.............. 8,250 0   8,250
21 Travel, conferences, and meetings....... 9,328 0   9,328
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 254,203 188,732   69,640
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,077,010 455,249   515,709
25 Contributions, gifts, grants paid....... 27,234,809 9,066,812
26 Total expenses and disbursements. Add lines 24 and 25 28,311,819 455,249   9,582,521
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,191,889
b Net investment income (if negative, enter -0-) 11,495,675
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 103,837 51,073 51,073
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)....... 21,854,741 Click to see attachment23,803,194 34,437,915
c Investments—corporate bonds (attach schedule)....... 8,956,694 Click to see attachment7,445,991 7,342,841
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,444,345 Click to see attachment26,036,055 30,353,660
14 Land, buildings, and equipment: basis bullet29,044
Less: accumulated depreciation (attach schedule) bullet25,842 3,788 Click to see attachment3,202 3,202
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 52,363,405 57,339,515 72,188,691
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 4,341,502 22,509,501
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)......... 4,341,502 22,509,501
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 48,021,903 34,830,014
29 Total net assets or fund balances (see instructions)..... 48,021,903 34,830,014
30 Total liabilities and net assets/fund balances (see instructions). 52,363,405 57,339,515
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
48,021,903
2
Enter amount from Part I, line 27a .....................
2
-13,191,889
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
34,830,014
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
34,830,014
Form 990-PF (2021)
Form 990-PF (2021)
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 2021-07-01 2022-06-30
b LONG TERM P 2020-12-31 2022-06-30
c STONEHILL INSTITUTIONAL PARTNERS P 2020-12-31 2022-06-30
d STONEHILL INSTITUTIONAL PARTNERS P 2021-07-01 2022-06-30
e STONEHILL INSTITUTIONAL PARTNERS P 2020-12-31 2022-06-30
LONG TERM CAPITAL GAIN P 2020-12-31 2022-06-30
(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 9,652,758   3,926,026 5,726,732
b 10,194,522   7,602,621 2,591,901
c 1,378   1,378 0
d 456,057     456,057
e 1,464,671     1,464,671
747     747
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       5,726,732
b       2,591,901
c       0
d       456,057
e       1,464,671
      747
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 10,240,108
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 159,790
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- ..... 5 159,790
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 75,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 164,210
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 239,690
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 79,900
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet79,900 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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     		198,000 9,900 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     		69,250 3,462 0
    PO BOX 3085
    SPRINGFIELD,OH45501
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    74,069,215
    b
    Average of monthly cash balances.......................
    1b
    72,228
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    74,141,443
    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
    74,141,443
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,112,122
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    73,029,321
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,651,466
    Part X
    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 IX, line 6..................
    1
    3,651,466
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    159,790
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    159,790
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,491,676
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,491,676
    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 XII, line 1 ...
    7
    3,491,676
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 3,491,676
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 6,543,790
    b From 2017...... 2,191,002
    c From 2018...... 2,394,912
    d From 2019...... 1,432,812
    e From 2020...... 6,063,492
    f Total of lines 3a through e ........ 18,626,008
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 9,582,521
    a Applied to 2020, 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 2021 distributable amount..... 3,491,676
    e Remaining amount distributed out of corpus 6,090,845
    5 Excess distributions carryover applied to 2021. 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 24,716,853
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		6,543,790
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		18,173,063
    10 Analysis of line 9:
    a Excess from 2017.... 2,191,002
    b Excess from 2018.... 2,394,912
    c Excess from 2019.... 1,432,812
    d Excess from 2020.... 6,063,492
    e Excess from 2021.... 6,090,845
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    2ND & 7 FOUNDATION
    7949 N HIGH ST
    COLUMBUS,OH43235     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    ARTISTS FOR HUMANITY
    100 W SECOND STREET
    BOSTON,MA02127     		NONE PUBLIC MATCHING GRANT OPPORTUNITY 100,000
    BIG BROTHERS-BIG SISTERS OF SPRINGFIELD INC
    1855 E DUBLIN GRANVILLE RD FL 1
    COLUMBUS,OH43229     		NONE PUBLIC YOUTH EDUCATION/CAMP 18,000
    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 CHOICE, STUDENT SUPPORT CENTER AND MARKETING 185,000
    CATHOLIC SOCIAL SEVICES
    441 INDUSTRY DR
    COLUMBUS,OH43204     		NONE PUBLIC OUR LADY OF GUADALUPE CENTER 200,000
    CHOOSING HOPE ADOPTIONS
    616 N LIMESTONE ST
    SPRINGFIELD,OH45503     		NONE PUBLIC LICENSED SOCIAL WORKER 140,140
    COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO
    20 S LIMESTONE SUITE 100
    SPRINGFIELD,OH45502     		NONE PUBLIC EXPAND 2024/HOLIDAT IN THE CITY 25,000
    COVENANT UNITED METHODIST CHURCH
    529 WEST JOHNNY LYTLE AVENUE
    SPRINGFIELD,OH45506     		NONE PUBLIC EDUCATION 10,000
    CRAYONS TO CLASSROOMS
    1750 WOODMAN DR
    DAYTON,OH45420     		NONE PUBLIC CRAYONS TO CLASSROOMS TEACHER RESOURCE CENTER SUPPORT 5,000
    CRISTO REY NETWORK
    11 EAST ADAMS STREET
    CHICAGO,IL60603     		NONE PUBLIC COLLEGE INITIATIVES 666,668
    DAVE THOMAS FOUNDATION
    4900 TUTTLE CROSSING BLVD
    COLUMBUS,OH43016     		NONE PUBLIC EXPANDING WENDY'S WONDERFUL KIDS IN OHIO 150,000
    DUNBAR EARLY EDUCATION CENTER
    2315 W 10TH ST
    TEXARKANA,TX75501     		NONE PUBLIC TUITION SUPPORT FOR LOW-INCOME FAMILIES 25,000
    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
    LIFE NETWORK OF SOUTHWEST FLORIDA INC
    PO BOX 9488
    NAPLES,FL34101     		NONE PUBLIC ABISTINENCE PROGRAM 50,000
    MERCY LEARNING CENTER OF BRIDGEPORT INC
    637 PARK AVENUE
    BRIDGEPORT,CT06604     		NONE PUBLIC STUDENT SPONSORSHIP INITIATIVE 30,000
    NORWALK GRASSROOTS TENNIS INC
    11 INGALLS AVE
    NORWALK,CT06854     		NONE PUBLIC BUILDING EDUCATION SUPPORT/SUMMER CAMP 105,000
    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 COLUMBUS DISTRIBUTION DIRECTOR OF BUSINESS SOLUTIONS 50,000
    RESCUED OHIO
    PO BOX 382
    NEW ALBANY,OH45506     		NONE PUBLIC NEXT GENERATION GRANT 500
    RULING OUR EXPERIENCES
    1335 DUBLIN RD 18A
    COLUMBUS,OH43215     		NONE PUBLIC DR. PATTY CUNNINGHAM FELLOWSHIP 33,330
    SAINT MARY'S COLLEGE
    SR 933
    NOTRE DAME,IN46556     		NONE PUBLIC STUDENT EQUITY FUND 500,000
    SAN MIGUEL ACADEMY OF NEWBURGH
    245 RENWICK ST
    NEWBURGH,NY12550     		NONE PUBLIC EDUCATION 10,000
    SECOND HARVEST FOOD BANK
    701 E COLUMBIA ST
    SPRINGFIELD,OH45503     		NONE PUBLIC NEXT GENERATION GRANT 1,500
    SPRINGFIELD CITY SCHOOLS
    1500 W JEFFERSON STREET
    SPRINGFIELD,OH45506     		NONE PUBLIC PROJECT SPRINGBOARD PROGRAM 15,000
    SPRINGFIELD FAMILY YMCA
    300 S LIMESTONE ST
    SPRINGFIELD,OH45505     		NONE PUBLIC GENERAL OPERATING 25,000
    SPRINGFIELD FOUNDATION
    333 N LIMESTONE ST SUITE 201
    SPRINGFIELD,OH45503     		NONE PUBLIC NATIONAL TRAIL PARKS AND RECREATION DISTRICT ENDOWMENT 5,000
    SPRINGFIELD MUSEUM OF ART
    107 CLIFF PARK ROAD
    SPRINGFIELD,OH45501     		NONE PUBLIC TRANSPORTATION SUPPORT 100,000
    SPRINGFIELD SYMPHONY ORCHESTRA ASSOCIATION
    300 S FOUNTAIN AVE
    SPRINGFIELD,OH45506     		NONE PUBLIC STUDENTS AT THE SYMPHONY & SPRINGFIELD CHILDREN'S CHORUS 10,000
    ST IGNATIUS SCHOOL
    740 MANIDA STREET
    BRONX,NY10474     		NONE PUBLIC ST. IGNATIUS SCHOOL ADVANCING THE MISSION & COVID 19 FUNDING 20,000
    STAND TOGETHER FOUNDATION
    1320 N COURTHOUSE RD
    ARLINGTON,VA22201     		NONE PUBLIC CATALYST PROGRAM-SAFE FAMILIES 250,000
    THE BLINKNOW FOUNDATION
    35 KNOX HILL ROAD
    MORRISTOWN,NJ07960     		NONE PUBLIC FOUNDATION OPERATING EXPENSES/DASHAIN GALA 35,000
    THE DREXEL FUNDS (DBA THE DREXEL FUND)
    333 W SANTA CLARA ST STE 950
    SAN JOSE,CA95113     		NONE PUBLIC GENERAL OPERATIONS 653,000
    THE MATHILE INSTITUTE
    241 TAYLOR ST SUITE 300
    DAYTON,OH45402     		NONE PUBLIC NURTURING THE FUTURES OF CHILDREN IN CENTRAL AMERICA 50,000
    THE OAKS ACADEMY
    2301 NORTH PARK AVE
    INDIANAPOLIS,IN46205     		NONE PUBLIC OAKS TEACHER DEVELOPMENT 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
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    SOUTH BEND,IN46556     		NONE PUBLIC LAB OF ECONOMIC OPPORTUNITIES LEO PROGRAM 4,000,000
    WELLSPRING
    701 E COLUMBIA ST
    SPRINGFIELD,OH45503     		NONE PUBLIC SPARK 78,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC ZAMBIA WATER, SANITATION, AND HYGINE 500,000
    YOUNG LIFE
    PO BOX 1465
    SPRINGFIELD,OH45501     		NONE PUBLIC EDUCATION - GENERAL OPERATING 25,000
    YOUNG LIFE - COLLIER COUNTY
    420 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		NONE PUBLIC YOUNG LIFE 30,000
    ZELIE'S HOME
    13643 ROCKSIDE RD
    GARFIELD,OH44125     		NONE PUBLIC GENERAL OPERATING 35,000
    THISTLE FARMS
    5122 CHARLOTEE PIKE
    NASHVILLE,TN37209     		NONE PUBLIC GENERAL OPERATING 25,000
    WESTCOTT HOUSE FOUNDATION
    85 S GREENMOUNT AVE
    SPRINGFIELD,OH45505     		NONE PUBLIC CAPACITY BUILDING 15,000
    ROCKING HORSE COMMUNITY HEALTH CENTER
    651 S LIMESTONE ST
    SPRINGFIELD,OH45505     		NONE PUBLIC MOBILE UNIT AND MARKETING 121,674
    ITS TIME 2 LLC
    PO BOX 353
    BELLBROOK,OH45305     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    INDEPENDENTS DAY INC
    162 N 6TH ST
    COLUMBUS,OH43215     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    HORIZONS AT SACRED HEART UNIVERSITY
    5151 PARK AVE
    FAIRFIELD,CT06825     		NONE PUBLIC DR. PATTY CUNNINGHAM FELLOWSHIP 10,000
    NPOWER
    55 WASHINGTON STREET SUITE 560
    BROOKLYN,NY11201     		NONE PUBLIC GENERAL OPERATING 75,000
    NATURAL DISASTER SEARCH DOG FOUNDATION
    6800 WHEELER CANYON RD
    SANTA PAULA,CA93060     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    FOR MILO
    911 LINDEN CT
    WESTERN SPRINGS,IL60558     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    WEST END HOUSE
    105 ALLSTON ST
    ALLSTON,MA02134     		NONE PUBLIC NEXT GENERATION GRANT 5,000
    THE PHOENIX
    812 RACE STREET
    CINCINNATI,OH45202     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    CLARK STATE PERFOMING ARTS CENTER
    300 S FOUNTAIN AVE
    SPRINGFIELD,OH45506     		NONE PUBLIC OPPORTUNITY FOR LOW-INCOME HOUSING 5,000
    GOODWILL EDUCATION INITIATIVES
    1635 W MICHIGAN ST
    INDIANAPOLIS,IN46222     		NONE PUBLIC EXCEL CENTER RECIDIVISM STUDY 250,000
    INTERNATIONAL RETT SYNDROME
    4500 COOPER ROAD SUITE 204
    CINCINNATI,OH45242     		NONE PUBLIC NEXT GENERATION GRANT 2,000
    KEYS
    680 SOUTH WATERMAN AVE
    SAN BERNARDINO,CA92408     		NONE PUBLIC GENERAL OPERATING 10,000
    THIRD SECTOR
    6 LIBERTY SQUARE 2319
    BOSTON,MA02109     		NONE PUBLIC GENERAL OPERATING 25,000
    ALICE LLOYD COLLEGE
    100 PURPOSE RD
    PIPPA PASSES,KY81844     		NONE PUBLIC STUDENT WORK PROGRAM 10,000
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		NONE PUBLIC NEXT GENERATION GRANT 1,000
    VICTORY PROJECT
    409 TROY ST
    DAYTON,OH45404     		NONE PUBLIC NEXT GENERATION GRANT 15,000
    ST VINCENT DE PAUL
    228 RAFFENSPERGER AVE
    SPRINGFIELD,OH45505     		NONE PUBLIC ROOF SUPPORT 20,000
    BRIDGES FROM SCHOOL TO WORK
    10400 FERNWOOD ROAD
    BETHESDA,MD20817     		NONE PUBLIC GENERAL OPERATING 50,000
    GEN JUSTICE
    3900 E CAMELBACK RD STE 300
    PHOENIX,AZ85018     		NONE PUBLIC GERNERAL OPERATING 100,000
    Total .................................bullet 3a 9,066,812
    bApproved for future payment
    CATHOLIC SOCIAL SEVICES
    197 E GAY ST 2ND FLOOR
    COLUMBUS,OH43215     		NONE PUBLIC COVID 19 EMERGENCY FUNDS 250,000
    ST IGNATIUS SCHOOL
    740 MANIDA STREET
    BRONX,NY10474     		NONE PUBLIC ST. IGNATIUS SCHOOL ADVANCING THE MISSION 20,000
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		NONE PUBLIC CHARITABLE CONTRIBUTION; WATER INITIATIVE AND INNOVATION INITIATIVE 1,000,000
    CHOOSING HOPE ADOPTIONS
    616 N LIMESTONE ST
    SPRINGFIELD,OH45503     		NONE PUBLIC LICENSED SOCIAL WORKER 157,656
    THE DREXEL FUNDS (DBA THE DREXEL FUND)
    333 W SANTA CLARA ST STE 950
    SAN JOSE,CA95113     		NONE PUBLIC GENERAL OPERATIONS 2,250,000
    LIFE NETWORK OF SOUTHWEST FLORIDA INC
    PO BOX 9488
    NAPLES,FL34101     		NONE PUBLIC ABISTINENCE PROGRAM 40,000
    THISTLE FARMS
    5122 CHARLOTEE PIKE
    NASHVILLE,TN37209     		NONE PUBLIC GENERAL OPERATING 50,000
    UNIVERSITY OF NOTRE DAME
    1100 GRACE HALL
    SOUTH BEND,OH46556     		NONE PUBLIC LAB OF ECONOMIC OPPORTUNITIES LEO PROGRAM 16,000,000
    WESTCOTT HOUSE FOUNDATION
    85 S GREENMOUNT AVE
    SPRINGFIELD,OH45505     		NONE PUBLIC CAPACITY BUILDING 15,000
    ROCKING HORSE COMMUNITY HEALTH CENTER
    651 S LIMESTONE ST
    SPRINGFIELD,OH45505     		NONE PUBLIC MOBILE UNIT AND MARKETING 665,011
    Total .................................bullet 3b 20,447,667
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 1,378 18 10,240,108  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 5,547 12,114,383 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,119,930
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 3,000,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING / TAX PREP 10,868 0   10,868

    TY 2021 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 2021 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 1,185 SL 7.000000000000 74 0    
    CONFERENCE TABLE & OFFICE DESK 2016-10-26 3,582 2,389 SL 7.000000000000 512 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS 7,445,991 7,342,841

    TY 2021 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 15,531,700 25,540,994
    U.S. MID CAP EQUITIES 5,709,511 6,091,771
    INTERNATIONAL EQUITIES 1,963,739 2,113,150
    EMERGING MARKET EQUITIES 598,244 692,000

    TY 2021 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 2,265,211 2,257,651
    HEDGE FUNDS AT COST 23,770,844 28,096,009

    TY 2021 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 1,259 0  
    CONFERENCE TABLE & OFFICE DESK 3,582 2,901 681  


    TY 2021 LegalFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 28,637 0   28,637


    TY 2021 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 1,391 0   1,391
    COMPUTER AND INTERNET 10,425 0   10,425
    OFFICE 6,666 0   6,666
    PAYROLL EXPENSE 1,225 0   1,225
    401 (K) FEE 1,600 0   1,600
    MISCELLANEOUS 8,690 0   8,690
    SPONSORSHIPS 22,100 0   22,100
    MEMBERSHIP DUES 13,200 0   13,200
    INSURANACE 4,343 0   4,343
    LOSS ON INVESTMENT - PARTNERSHIP K-1 184,563 188,732   0


    TY 2021 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 160,627 0 160,627


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 254,556 254,556   0
    NON-DEDUCTIBLE PARTNERSHIP EXPENSES 34,477 0   0
    CONSULTING 91,073 0   91,073


    TY 2021 SubstantialContributorsSch
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Name Address
    CHRIS LORRAINE WILSON 931 OLD POST ROAD
    FAIRFIELD,CT06824


    TY 2021 TaxesSchedule
    Name:
    WILSON SHEEHAN FOUNDATION
    EIN:
    32-6266976
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 17,301 0   17,301
    FEDERAL TAXES 75,158 0   0
    FOREIGN TAXES 11,961 11,961   0
    UBIT 0 0   0
    STATE TAXES 0 0   0