Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| (A)
WOUNDED WARRIOR PROJECT INC |
202370934 | 7 | Yes | 0 | 867,034 | |
|
Total 1
|
0 | 867,034 | ||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | 0 | |||
| 2 | Enter 85% of line 1 | 2 | 0 | |||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | 0 | |||
| 4 | Enter greater of line 2 or line 3 | 4 | 0 | |||
| 5 | Income tax imposed in prior year | 5 | 0 | |||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | 0 | |||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART I (g) | WOUNDED WARRIOR PROJECT, INC. ("WWP"WOUNDED WARRIOR PROJECT") IS A NOT-FOR-PROFIT 501(C)(3) CORPORATION ORGANIZED FEBRUARY 23, 2005, IN THE STATE OF VIRGINIA, FOR THE PURPOSE OF SERVING VETERANS AND SERVICE MEMBERS WHO INCURRED A PHYSICAL OR MENTAL INJURY, ILLNESS, OR WOUND, CO-INCIDENT TO THEIR MILITARY SERVICE ON OR AFTER SEPTEMBER 11, 2001. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | THE WOUNDED WARRIOR PROJECT (WWP) LONG-TERM SUPPORT TRUST ENSURES SEVERELY WOUNDED WARRIORS MAINTAIN INDEPENDENCE AND ACCESS LONG-TERM CARE IF THEY LOSE THEIR CAREGIVER. |
| FORM 990, PART III, LINE 1 | THE WOUNDED WARRIOR PROJECT (WWP) LONG-TERM SUPPORT TRUST PROVIDES FINANCIAL SUPPORT TO HELP SEVERELY WOUNDED WARRIORS MAINTAIN INDEPENDENCE AND ACCESS LONG-TERM CARE IF THEY LOSE THEIR CAREGIVER. IT FUNDS HOME CARE, RESIDENTIAL OPTIONS, FINANCIAL PLANNING, AND ESSENTIAL SERVICES TO PREVENT INSTITUTIONALIZATION. |
| FORM 990, PART III, LINE 4 | THE PURPOSE OF THE TRUST IS TO PROVIDE THE ECONOMIC MEANS TO MAINTAIN SEVERELY WOUNDED, ILL, OR INJURED WARRIORS IN SETTINGS THAT ARE INDEPENDENT AS POSSIBLE, AND TO ASSIST WITH LONG TERM CARE NEEDS IN THE EVENT THAT THE WARRIOR'S CAREGIVER IS NO LONGER ABLE TO PROVIDE REQUIRED LEVEL OF SUPPORT. SPECIFICALLY, THE TRUST PROVIDES FUNDS TO ENSURE HOME CARE, RESIDENTIAL OPTIONS AND OTHER NECESSARY SERVICES REMAIN AVAILABLE TO WARRIORS, WHO UPON THE LOSS OF THEIR CAREGIVER, |
| FORM 990, PART III, LINE 4 (CONT'D) | ARE AT RISK FOR INSTITUTIONALIZATION. WWP IS RESPONSIBLE FOR IDENTIFYING THE WARRIORS WHO ARE MEMBERS OF THE CHARITABLE CLASS OF PERSONS SERVED BY THE TRUST. THE TRUST WILL GENERALLY MAKE APPROVED DISTRIBUTIONS DIRECTLY TO SERVICE PROVIDERS TO PROVIDE FOR THE NEEDS OF WARRIORS. |
| FORM 990, PART III, LINE 4 (CONT'D) | DISTRIBUTIONS FOR THE BENEFIT OF A SPECIFIC WARRIOR TAKE INTO ACCOUNT HIS OR HER HEALTH, FINANCIAL NEEDS, CARE REQUIREMENTS, ABILITY TO LIVE INDEPENDENTLY, COMMUNITY-BASED RESOURCES AVAILABLE, AND IN GENERAL, SERVICES REQUIRED TO PROVIDE FOR A BETTER QUALITY OF LIFE. |
| FORM 990, PART III, LINE 4 (CONT'D) | FURTHER, WWP TAKES INTO CONSIDERATION THE AVAILABILITY OF GOVERNMENT BENEFITS AND OTHER FORMS OF PUBLIC FUNDING AND RESOURCES THAT MAY PROVIDE FOR SOME OR ALL OF THE NEEDS OF THE WARRIOR. TO DATE ONLY ONE WARRIOR HAS REQUESTED DISTRIBUTIONS DUE TO THE CHANGE IN THEIR CAREGIVER STATUS AND THEY WERE APPROVED BY WWP. |
| FORM 990, PART III, LINE 4 (CONT'D) | ALL FUNDS HELD BY THE TRUST MUST BE USED FOR PURPOSES DEFINED BY THE TRUST AND WILL NOT BE RETURNED TO WWP UNLESS THE TRUST IS TERMINATED. WWP DOES NOT HAVE ANY PLANS TO TERMINATE THE TRUST. DISTRIBUTIONS FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2024 TOTALED $867,034. |
| FORM 990, PART IX, LINE 11g | WWP'S INDEPENDENCE PROGRAM ALSO PROVIDES CONTINUOUS CARE SERVICES. THE GOAL OF CONTINUOUS CARE SERVICES IS TO EMPOWER SEVERELY INJURED WARRIORS AND FAMILY MEMBERS ENROLLED IN THE INDEPENDENCE PROGRAM TO PREPARE FOR THEIR FUTURE BY DEVELOPING LIFE CARE, ESTATE, AND FINANCIAL PLANS. |
| FORM 990, PART IX, LINE 11g (CONT'D) | WWP PROVIDES AT NO COST TO WARRIORS AND THEIR FAMILY MEMBERS THIRD-PARTY PROFESSIONAL SERVICES TO SUPPORT THIS CRITICAL LONG-TERM PLANNING. THESE THIRD-PARTY PROFESSIONAL SERVICES ARE SUBJECT MATTER EXPERTS IN THEIR SPECIFIC FIELD, ENSURING THAT WARRIORS AND THEIR FAMILIES RECEIVE THE HIGHEST QUALITY GUIDANCE TAILORED TO THEIR UNIQUE NEEDS. |
| FORM 990, PART IX, LINE 11g (CONT'D) | THIS SUPPORT EMPOWERS THEM TO MAKE INFORMED DECISIONS ABOUT THEIR HEALTHCARE FINANCES AND OVERALL WELL-BEING, FOSTERING INDEPENDENCE AND STABILITY FOR YEARS TO COME. IN ADDITION, IN THE EVENT OF THE LOSS OR INABILITY OF THEIR CAREGIVER TO PROVIDE THE REQUIRED LEVEL OF IN-HOME SUPPORT, THE WARRIOR IS AFFORDED A CAPPED AMOUNT OF FINANCIAL SUPPORT TO HELP PAY FOR HOUSING, HOME CARE AID OR LONG-TERM FACILITY SUPPORT. |
| FORM 990, PART IX, LINE 11g (CONT'D) | THESE CONTINUOUS CARE SERVICES ARE FUNDED BY THE TRUST. |
| FORM 990, PART IX, LINE 11g (CONT'D) | WARRIOR CARE PLAN (LONG TERM CARE PLANNING): $272,562.00; ESTATE PLANNING: $544,448.00; FINANCIAL PLANNING: $32,400.00; HOME CARE AIDES $17,624.00 |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a | AS A SUPPORTED ORGANIZATION DESCRIBED IN IRC SEC. 509(a)(1) AND IRC SEC. 170(b)(1)(A)(vi)), WOUNDED WARRIOR PROJECT, INC. (THE PARENT ORGANIZATION OF THE WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TRUST SUPPORTING ORGANIZATION), HAS APPOINTED POWERS, AS DESCRIBED IN THE TRUST DOCUMENT AT PARAGRAPH 5.2, INCLUDING THE POWERS TO REMOVE AND APPOINT THE CORPORATE TRUSTEE. |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b | AS A SUPPORTED ORGANIZATION DESCRIBED IN IRC SEC. 509(a)(1) AND IRC SEC. 170(b)(1)(A)(vi)), WOUNDED WARRIOR PROJECT, INC. (THE PARENT ORGANIZATION OF THE WOUNDED WARRIOR PROJECT LONG TERM SUPPORT TRUST SUPPORTING ORGANIZATION), HAS APPOINTED POWERS, AS DESCRIBED IN THE TRUST DOCUMENT AT PARAGRAPH 5.2, INCLUDING THE POWERS TO REMOVE AND APPOINT THE CORPORATE TRUSTEE. |
| FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW | THE FORM 990 IS PREPARED BY A NATIONALLY RECOGNIZED ACCOUNTING FIRM IN CONJUNCTION WITH MANAGEMENT OF THE SUPPORTED ORGANIZATION, WOUNDED WARRIOR PROJECT, INC. ALL INFORMATION REPORTED ON THE FORM 990 WAS PROVIDED BY MANAGEMENT AND REVIEWED BY THE ACCOUNTING FIRM. THE FORM 990 IS PROVIDED TO THE AUDIT AND RISK OVERSIGHT COMMITTEE AND FULL BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. THEN THE FORM 990 IS PROVIDED TO THE INSTITUTIONAL TRUSTEE, THE GOLDMAN SACHS TRUST COMPANY OF DELAWARE, WHO REVIEWS AND APPROVES THE RETURN FOR FILING FOLLOWING TRUSTEE APPROVAL. THE FORM 990 IS E-FILED WITH THE INTERNAL REVENUE SERVICE. |
| EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT - ANNUALLY, THE TRUSTEE SHALL SIGN A STATEMENT THAT AFFIRMS IT HAS RECEIVED A COPY OF THE TRUST'S CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE TRUST'S POLICY, HAS AGREED TO COMPLY WITH THE TRUST'S POLICY, AND UNDERSTANDS THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. NONCOMPLIANCE WITH THE POLICY IS DEALT WITH EXPEDITIOUSLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE TRUST'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC VIA WWP'S WEBSITE AT WWW.WOUNDEDWARRIORPROJECT.ORG OR UPON REQUEST THROUGH THE GOLDMAN SACHS TRUST COMPANY OF DELAWARE. |
| Software ID: | |
| Software Version: |