Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE RALPH C WILSON JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3101 EAST GRAND BLVD 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Detroit, MI48202
A Employer identification number

45-0921232
B Telephone number (see instructions)

(313) 885-1895
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$896,526,758
J 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) 100,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 0    
4 Dividends and interest from securities... 36,160,073 36,148,422  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,092,039
b Gross sales price for all assets on line 6a 514,009,611
7 Capital gain net income (from Part IV, line 2)... 41,910,541
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... -2,525,644 -3,337,037 0
12 Total. Add lines 1 through 11........ 75,826,468 74,721,926 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,802,424 74,934   1,727,491
14 Other employee salaries and wages...... 3,231,244 30,279   3,200,965
15 Pension plans, employee benefits....... 1,247,630 21,274   1,226,356
16a Legal fees (attach schedule)......... 47,678 6,524 0 41,154
b Accounting fees (attach schedule)....... 79,370 20,625 0 58,745
c Other professional fees (attach schedule).... 6,329,680 115,678 0 6,214,002
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,263,289 413,317 0 0
19 Depreciation (attach schedule) and depletion... 282,972 3,537 0
20 Occupancy.............. 1,211,919 15,149   1,196,770
21 Travel, conferences, and meetings....... 748,314 16,777   731,538
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,090,721 2,583,558 0 507,162
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,335,241 3,301,652 0 14,904,183
25 Contributions, gifts, grants paid....... 140,759,513 140,293,690
26 Total expenses and disbursements. Add lines 24 and 25 160,094,754 3,301,652 0 155,197,873
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -84,268,286
b Net investment income (if negative, enter -0-) 71,420,274
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 66,050,933 16,755,653 16,755,653
2 Savings and temporary cash investments......... 34,222,002 66,383,847 66,383,847
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable................. 0 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule) 34,098,520 Click to see attachment
List of Attached Documents:
// Content
19,816,995
19,816,995
b Investments—corporate stock (attach schedule)....... 197,661,584 Click to see attachment
List of Attached Documents:
// Content
97,846,267
97,846,267
c Investments—corporate bonds (attach schedule)....... 280,949,867 Click to see attachment
List of Attached Documents:
// Content
405,328,804
405,328,804
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule).......... 380,094,311 Click to see attachment
List of Attached Documents:
// Content
282,445,232
282,445,232
14 Land, buildings, and equipment: basis right arrow4,110,323
Less: accumulated depreciation (attach schedule) right arrow1,684,386 2,568,053 Click to see attachment
List of Attached Documents:
// Content
2,425,937
2,425,937
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,916,665
Click to see attachment
List of Attached Documents:
// Content
5,524,023
Click to see attachment
List of Attached Documents:
// Content
5,524,023
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,001,561,935 896,526,758 896,526,758
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,992,128
Click to see attachment
List of Attached Documents:
// Content
5,651,391
23 Total liabilities (add lines 17 through 22)......... 5,992,128 5,651,391
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 995,569,807 890,875,367
25 Net assets with donor restrictions............ 0 0
Foundations that do not follow FASB ASC 958, check here right arrow
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 0 0
29 Total net assets or fund balances (see instructions)..... 995,569,807 890,875,367
30 Total liabilities and net assets/fund balances (see instructions). 1,001,561,935 896,526,758
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
995,569,807
2
Enter amount from Part I, line 27a .....................
2
-84,268,286
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
911,301,521
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
20,426,154
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
890,875,367
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 514,009,611   472,099,070 41,910,541
b
c
d
e
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     0 41,910,541
b
c
d
e
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 41,910,541
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
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 right arrow 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) 1 992,742
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 992,742
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 992,742
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,014,727
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 320,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,334,727
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 341,985
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow341,985 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowMI, OK
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 2024 or the taxable year beginning in 2024? 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. ...............................
10
 
No
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowRALPHCWILSONJRFOUNDATION.ORG
14
The books are in care ofright arrowNORAH O' BRIEN Telephone no.right arrow (313) 885-1895

Located atright arrow3101 EAST GRAND BLVD SUITE 200DETROITMI ZIP+4right arrow48202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
David O Egner President/Chief Executive Officer
40.00
730,000 110,801 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Norah M O'Brien Treasurer
40.00
375,000 78,416 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Maura Dewan Secretary
40.00
335,000 62,351 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Elizabeth Woike-Ganga Trustee
4.00
35,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Jeffrey C Littmann Trustee
8.00
59,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Mary M Owen CHAIRMAN/TRUSTEE
4.00
59,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Mary M Wilson Trustee
4.00
45,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
David J Colligan Trustee
4.00
45,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Gerard T Mazurikiewicz Committee Member
2.00
25,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
W Frank Fountain Trustee
4.00
49,250 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Howard Morris Committee Member
2.00
14,000 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Dr Thomasina Stenhouse Committee Member
2.00
10,500 0 0
3101 E GRAND BLVD
SUITE 200
Detroit,MI48202
Ray Telang Trustee
4.00
0 0 0
3101 E GRAND BLVD SUITE 200
DETROIT,MI48202
Monique Wells Committee Member
2.00
10,500 0 0
3103 Grand Blvd Suite 200
Detroit,MI48202
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
James Boyle VP of Programs & Com
40.00
352,000 76,624 0
3101 EAST GRAND BLVD
SUITE 200
Detroit,MI48202
Amber Slichta VP of Programs
40.00
305,000 47,554 0
3101 EAST GRAND BLVD
SUITE 200
Detroit,MI48202
James Tighe SR Director Parks
40.00
244,000 34,442 0
3101 EAST GRAND BLVD
SUITE 200
Detroit,MI48202
Michael Joseph Controller
40.00
204,000 52,485 0
3101 EAST GRAND BLVD
SUITE 200
Detroit,MI48202
Gary Stark Director Grants Mgmt
40.00
174,000 29,166 0
3101 EAST GRAND BLVD
SUITE 200
Detroit,MI48202
Total number of other employees paid over $50,000...................right arrow 20
Form 990-PF (2024)
Form 990-PF (2024)
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
REDSTONE STRATEGY GROUP CONSULTANT FEES 1,895,352
1828 L St NW
Suite 300
Washington,DC20036
JP MORGAN CHASE BANK ADVISORY SERVICES AND INVESTMENT MANAGEMENT 1,768,375
270 PARK AVENUE
New York,NY10017
MORGAN STANLEY SMITH BARNEY LLC ADVISORY SERVICES AND INVESTMENT MANAGEMENT 801,711
1585 BROADWAY
New York,NY10036
VICTOR & COMPANY LLC CONSULTANT FEES 454,029
12908 CATALINA STREET
Leawood,KS66209
GHEL STUDIO INC CONSULTANT FEES 412,059
1211 Folsom Street
San Francisco,CA94103
Total number of others receiving over $50,000 for professional services.............right arrow23
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 RCWJRF SEEKS TO BRING WESTERN NEW YORK (WNY) COMMUNITY LEADERS AND STAKEHOLDERS TOGETHER TO DESIGN A UNIFIED VISION FOR THE WNY ENTREPRENEURIAL ECOSYSTEM AND CO-DEVELOP A MODEL OF ECOSYSTEM SUPPORT AND SUSTAINABILITY. THROUGH CONSULTATION AND SUPPORT FROM VICTOR & CO., WE DEVISED THREE ACTIONABLE PHASES OF WORK TO ADVANCE THE 2032 STRATEGIC VISION FOR THE WESTERN NEW YORK HIGH-GROWTH ECOSYSTEM: PHASE 1) ACCELERATE IDEAS. ESTABLISH A RAPID COMPETITION, KNOWN AS SPRINGBOARD, TO DISTRIBUTE SMALL CAPITAL PRIZES TO INDIVIDUALS, BUSINESSES, OR ORGANIZATIONS ADVANCING INNOVATIVE ENTREPRENEURIAL SUPPORT ACTIVITIES. PHASE 2) ACCELERATE THE ECOSYSTEM. CO-DESIGN A MODEL OF ECOSYSTEM SUPPORT AND SUSTAINABILITY TO ADVANCE COORDINATION ACROSS THE WNY ENTREPRENEURIAL COMMUNITY. PHASE 3) ACCELERATE CAPITAL FORMATION. SUPPORT THE ESTABLISHMENT OF AN ECOSYSTEM OF INVESTMENT FUNDS THAT DEPLOYS CAPITAL INTO WNY STARTUPS AND CREATES PROGRAMMING TO EDUCATE, ENERGIZE, AND STRENGTHEN THE COMMUNITY 443,309
2 WORKING WITH OUR CONSULTANT, GUIDEHOUSE, THE FOUNDATION SUPPORTED A COMPREHENSIVE SCAN OF FEDERAL, STATE, COUNTY, AND MUNICIPAL FUNDING ALIGNED WITH THE FOUNDATION'S GEOGRAPHIC AND PROGRAMMATIC FOCUS AREAS TO DETERMINE IMPACTS TO CO-INVESTMENT EXPECTATIONS AND IDENTIFY RISKS AND OPPORTUNITIES WITHIN THE CHANGING MACRO-LEVEL FUNDING LANDSCAPE. STAFF AND GUIDEHOUSE SHARED AND/OR PRESENTED THE FINDINGS WITH MULTIPLE FUNDING PARTNERS, IN ADDITION TO COMMUNITY AND NONPROFIT ORGANIZATIONS TO ASSIST THEM IN NAVIGATING A RAPIDLY CHANGING LANDSCAPE. ULTIMATELY THE STUDY PROVIDED SUPPORT AND STRATEGIC GUIDANCE FOR THE RCWJRF STAFF AND FOR SEVERAL KEY STAKEHOLDERS WORKING IN SIMILAR FOCUS AREAS IN BOTH REGIONS THE FOUNDATION SERVES. 397,000
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
858,238,764
b
Average of monthly cash balances.......................
1b
84,462,761
c
Fair market value of all other assets (see instructions)................
1c
645,677
d
Total (add lines 1a, b, and c).........................
1d
943,347,202
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
943,347,202
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,150,208
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
929,196,994
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
46,459,850
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
46,459,850
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
992,742
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
992,742
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
45,467,108
4
Recoveries of amounts treated as qualifying distributions................
4
534,354
5
Add lines 3 and 4............................
5
46,001,462
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
46,001,462
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
155,197,873
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
140,856
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
155,338,729
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 46,001,462
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 59,805,715
b From 2020...... 53,739,214
c From 2021...... 75,017,288
d From 2022...... 111,538,834
e From 2023...... 101,442,652
f Total of lines 3a through e ........ 401,543,703
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 155,338,729
a Applied to 2023, 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 2024 distributable amount..... 46,001,462
e Remaining amount distributed out of corpus 109,337,267
5 Excess distributions carryover applied to 2024. 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 5 510,880,970
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
59,805,715
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
451,075,255
10 Analysis of line 9:
a Excess from 2020.... 53,739,214
b Excess from 2021.... 75,017,288
c Excess from 2022.... 111,538,834
d Excess from 2023.... 101,442,652
e Excess from 2024.... 109,337,267
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH WILSON JR FOUNDATION
3101 EAST GRAND BLVD SUITE 200
Detroit,MI48202
(313) 885-1895
INFO@RCWRF.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE WWW.RALPHCWILSONJRFOUNDATION.ORG OR EMAIL INFO@RCWJRF.ORG
cAny submission deadlines:
N/A
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE WWW.RALPHCWILSONJRFOUNDATION.ORG OR EMAIL INFO@RCWJRF.ORG
Form 990-PF (2024)
Form 990-PF (2024)
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

Allegany County Area Foundation Inc

Crossroads Center 6087 State Rt 19N
Belmont,NY14813
N/A PC Operational Planning & Professional Development for Board and Staff 50,000

Michigan Physical Fitness Health and Sports Foundation Inc

1213 Center Street
Lansing,MI48909
N/A PC Advancing Trail Ecosystem Leadership in Michigan 50,000

Rochester Museum & Science Center

657 East Avenue
Rochester,NY14607
N/A PC Afterschool STEAM Capacity-Building 300,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Bicycle and Pedestrian Access via Shoreline Trail 242,400

Huron Waterloo Pathways Initiative

14800 East Old US-12
Chelsea,MI48118
N/A PC Border to Border Trail/ Barton Bandemer Tunnel 400,000

Lower Town Riverfront Conservancy

340 Beakes Street Ste 120
Ann Arbor,MI48104
N/A PC Broadway Park West 266,400

Grantmakers in Aging

333 Mamaroneck Ave 238
White Plains,NY10605
N/A PC Building an Aging Philanthropy Movement 482,482

Central Terminal Restoration Corp

PO Box 51
Buffalo,NY14212
N/A PC Central Terminal Restoration: Programming and Capacity 1,000,000

Chautauqua Region Economic Development Corporation

201 West Third St Suite 115
Jamestown,NY14701
N/A PC Chautauqua County Economic Development + Project Leveraging Fund 125,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC City Within a Park Fund 10,000,000

TechTown Detroit

440 Burroughs Street
Detroit,MI48202
N/A PC Co.act Detroit: Accelerating Collaborative Action 1,589,630

Buffalo Niagara Waterkeeper Inc

721 Main Street
Buffalo,NY14203
N/A PC Coastal Resiliency Study: Buffalo, NY 100,000

Causewave Community Partners

274 North Goodman Street B269
Rochester,NY14607
N/A PC Community Capacity Building 150,000

Detroit Riverfront Conservancy

600 Renaissance Center Suite 1720
Detroit,MI48243
N/A PC Construction Support - Ralph Wilson Park 6,532,800

Southeast Michigan Foundation for Public Spaces

333 W Fort Street Suite 2010
Detroit,MI48226
N/A SO I Detroit Riverfront Finishline Fund 7,500,000

Michigan Community Resources

440 Burroughs St Suite 316
Detroit,MI48202
N/A PC Dovetail Staff Capacity Support 100,000

Advancing Macomb Foundation Inc

21 N Main St
Mount Clemens,MI48043
N/A PC Great Lakes Way Trail - connect gap/pedestrian bridge 500,000

Center for Regional Strategies

726 Exchange Street Suite 802
Buffalo,NY14210
N/A PC Greater Niagara Agritourism Scoping Initiative & Property Improvement Program 600,000

Detroit Employment Solutions Corporation

115 Erskine
Detroit,MI48201
N/A PC Grow Detroit's Young Talent - Industry-Led Trainings 300,000

Greater Rochester Housing Partnership Inc

16 East Main Street Suite 610
Rochester,NY14614
N/A PC Harper's Corner Revitalization 500,000

Lakeshore Connections Inc

217 E Delavan Avenue
Buffalo,NY14208
N/A SO I Help Me Grow 716,259

Belle Isle Conservancy

300 River Place Drive Suite 2800
Detroit,MI48207
N/A PC Leadership Transition and Development 100,000

NY Funders Alliance Initiatives Fund

431 E Fayette Street
Syracuse,NY13202
N/A SO I Liftoff Western New York 300,000

Advancing Macomb Foundation Inc

21 N Main St
Mount Clemens,MI48043
N/A PC Macomb County Nonprofit Support 200,000

Fair Food Network

1442 Brush St 3rd Floor
Detroit,MI48226
N/A PC Michigan Good Food Fund-Southeast Michigan Regional Food Network 750,000

Michigan Street African American Heritage Corridor Commission

136 Broadway Street Suite 101
Buffalo,NY14203
N/A PC Michigan Street AAHC: Capacity & Program Support 800,000

Niagara Arts and Cultural Center

1201 Pine Ave
Niagara Falls,NY14301
N/A PC NACC Theater Renovation 750,000

Niagara Falls National Heritage Area Inc

Timon Hall Room 125 PO Box 1932
Niagara University,NY14109
N/A PC NFNHA Operational Support 250,000

NY Funders Alliance

431 E Fayette Street
Syracuse,NY13202
N/A PC NY Funders Alliance 2024 Annual Conference 50,000

Lakeshore Connections Inc

217 E Delavan Avenue
Buffalo,NY14208
N/A SO I PEDALS WNY Expansion 664,845

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Phase 1 Expansion/ Ralph Wilson Park 2,500,000

Center for Regional Strategies

726 Exchange Street Suite 802
Buffalo,NY14210
N/A PC Phase 1: Accelerate Ideas "Rapid Prize" Competition 500,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Pontiac Funders Collaborative 200,000

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park Capacity Grant 1,260,000

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park Grant Capacity Request. 63,000

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park/ Phase 1 Construction Cost Increase 1,000,000

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park: Phase 1 GMP Package 2 4,000,000

BUDC

95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park: Play Garden + Phase 2 GMP Advance 2,000,000

Invest Detroit Foundation

600 Renaissance Center Suite 1710
Detroit,MI48243
N/A PC Strategic Neighborhood Fund 3 2,000,000

ECMC Foundation Inc

462 Grider Street
Buffalo,NY14150
N/A PC The ECMC Caregiver Support and Connections Program 65,000

The Research Foundation for the State University of New York

UB Corporate and Foundation Relatio
Buffalo,NY14214
N/A PC University at Buffalo Startup Ventures Cultivator Program 250,000

The Research Foundation for the State University of New York

UB Corporate and Foundation Relatio
Buffalo,NY14214
N/A PC WNY Advanced Manufacturing & Tech Coalition: Gen-Tech Training Program 200,000

Leveling the Playing Field Inc

1140 Connecticut Ave NW Suite 1200
Washington,DC20036
N/A PC Leveling the Playing Field - Western NY 200,000

The Michigan Women's Foundation dba Michigan Women Forward

1155 Brewery Park Blvd Suite 350
Detroit,MI48207
N/A PC Expand, Scale and Increase Microlending Impact in SEMI 300,000

Oakland County Sheriff PAL

1200 North Telegraph Building 38 Ea
Pontiac,MI48341
N/A PC Sheriff PAL-Expanding Impact and Access in Oakland County 100,000

The Rural Outreach Center (ROC)

730 Olean Road 730 Olean Road
East Aurora,NY14052
N/A PC Breaking the Cycle of Rural Poverty through Play. 100,000

Detroit Lions Foundation

222 Republic Drive
Allen Park,MI48101
N/A PC Girls Flag Football League Development 60,000

Women Who Weld

31800 Sherman Avenue
Madison Heights,MI48071
N/A PC Intensive Welding Training Program Support 50,000

Buffalo Center for Arts & Technology

1221 Main Street
Buffalo,NY14209
N/A PC WNY Advanced Manufacturing & Tech Coalition: Tech Training Expansion 100,000

Trocaire College

360 Choate Ave
Buffalo,NY14220
N/A PC WNY Advanced Manufacturing & Tech Coalition: Jump Start Plus 135,000

Jamestown Community College Foundation

PO Box 20 525 Falconer Street
Jamestown,NY14702
N/A SO III FI WNY Advanced Manufacturing & Tech Coalition: Advanced Manufacturing Technician Training 950,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC NEI Inclusive Small Business Support Network 2021 - 2025 625,000

Assembly House 150

150 Edward Street
Buffalo,NY14201
N/A PC Construction Skilled Trades Program 245,000

YMCA of Metropolitan Detroit

1401 Broadway Suite 3A
Detroit,MI48226
N/A PC Detroit Outdoors Collaborative 75,000

Michigan League for Public Policy

101 S Washington Ave Suite 820
Lansing,MI48933
N/A PC Research and Policy Work for Social-Emotional Learning in Early Childhood 75,000

Michigan's Children

215 S Washington Sq Suite 135
Lansing,MI48933
N/A PC Research and Policy Work for Social-Emotional Learning in Early Childhood 75,000

St Clair County Regional Educational Service Agency

499 Range Road
Marysville,MI48040
N/A GOV Help Me Grow Early Childhood Program 50,000

Oakland Schools

2111 Pontiac Lake Rd
Waterford,MI48328
N/A GOV Help Me Grow Michigan Expansion 500,000

Chalkbeat

450 7th Avenue 32nd Floor
New York,NY10123
N/A PC Educational Journalism with an Emphasis on Early Childhood 75,000

Ardent Solutions Inc

85 North Main Street Suite 4
Wellsville,NY14895
N/A PC Southern Tier Child Advocacy Center Safety Net Proposal 367,819

Council of Michigan Foundations

3101 E Grand Blvd Suite 300
Detroit,MI48202
N/A PC Southeast Michigan Early Childhood Funders Collaborative 25,000

NY Funders Alliance Initiatives Fund

431 E Fayette Street
Syracuse,NY13202
N/A SO I Liftoff WNY Early Childhood Partnership Pilot 227,500

PEDALS Michigan

333 W Fort Street Suite 2010
Detroit,MI48226
N/A SO I PEDALS Michigan Expansion 1,639,270

Good Sports

1515 Washington Street Suite 300
Braintree,MA02184
N/A PC Good Sports Equity in Youth Sports Project 250,000

Police Athletic League of Buffalo Inc

65 Niagara Square Floor 21
Buffalo,NY14202
N/A PC Capacity-Building Implementation Support 110,000

United Way for Southeastern Michigan

PO Box 77398
Detroit,MI48277
N/A PC Strengthening Metro Detroit Afterschool Programs 93,500

Independent Health Foundation Inc

511 Farber Lakes Dr
Buffalo,NY14221
N/A SO I Soccer for Success Buffalo 170,000

Economic Development Group DBA the Northland Workforce Training Center

683 Northland Avenue
Buffalo,NY14211
N/A PC WNY Advanced Manufacturing & Tech Coalition: Clean Tech Training 1,000,000

Southeast Michigan Foundation for Public Spaces

333 W Fort Street Suite 2010
Detroit,MI48226
N/A SO I Capacity Support for completion of Detroit's Riverwalk 200,000

Center for Regional Strategies

726 Exchange Street Suite 802
Buffalo,NY14210
N/A PC WNY Advanced Manufacturing and Tech Coalition -- Intermediary 300,000

Niagara Community Center Inc

530 66th Street
Niagara Falls,NY14304
N/A PC Business Plan Development 50,000

Girls on the Run of Buffalo Inc

PO Box 1271
Buffalo,NY14213
N/A PC Parent Run Club 100,000

Endeavor Detroit

2050 15th St
Detroit,MI48226
N/A PC High-Growth Entrepreneur Search, Selection and Cultivation in SE MI 250,000

Michigan Founders Fund

206 E Huron Street Suite 305
Ann Arbor,MI48104
N/A PC Michigan Founders Fund Expansion & Staffing 400,000

Downtown Boxing Gym Youth Program

6445 E Vernor Hwy
Detroit,MI48207
N/A PC Staff Capacity-Building Support 160,000

WIB Inc dba Chautauqua Works

4 East 3rd Street Suite 102
Jamestown,NY14701
N/A PC WNY Advanced Manufacturing & Tech Coalition: Workforce Investment Board Alignment 130,000

Greater Rochester Chamber Foundation (ROC2025 Fund)

250 Clinton Square
Rochester,NY14604
N/A PC Regional Revitalization Partnership's West Main Commercial Corridor Program 2,000,000

RochesterWorks Inc

100 College Ave Suite 200
Rochester,NY14607
N/A PC Rochester Downtown Career Center 500,000

Greater Rochester Chamber Foundation (ROC2025 Fund)

250 Clinton Square
Rochester,NY14604
N/A PC ROC2025 Capacity Building 333,333

NextCorps Inc

260 East Main Street Suite 6000
Rochester,NY14604
N/A PC Regional Startup Incubation Capacity Building 225,000

Young Adults Manufacturing Training Employment Program (YAMTEP)

282 Hollenbeck St
Rochester,NY14621
N/A PC Rochester Advanced Manufacturing Training 200,000

Beverly Gray Business Exchange Center Inc

334 E Utica St
Buffalo,NY14208
N/A PC RRP -- East Buffalo Small Business 740,000

Net Positive Inc (dba The Foundry)

298 Northampton St
Buffalo,NY14208
N/A PC RRP - East Buffalo Small Business 280,000

Bing Youth Institute Inc

151 West Jefferson Avenue N/A
Detroit,MI48226
N/A PC BYI Workforce Development Initiative 100,000

American Institutes for Research

PO Box 28126
New York,NY10087
N/A PC D3C3 Evaluation 300,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Buffalo Purchasing Initiative U3 Advisors 50,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Capacity for rural portions of Oakland and Macomb counties 50,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Strategic Support for Rural Work 75,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Strategy Support for Rural Work 75,000

Northern Chautauqua Community Foundation

212 Lake Shore Drive West
Dunkirk,NY14048
N/A PC Support for Collaborative Activities 50,000

Rochester Area Community Foundation

500 East Avenue
Rochester,NY14607
N/A PC Support & capacity for rural portions of Monroe County 100,000

Chautauqua Region Community Foundation

418 Spring Street
Jamestown,NY14701
N/A PC Capacity Support 100,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Capacity building for CF for Livingston County 50,000

Rochester Area Community Foundation

500 East Avenue
Rochester,NY14607
N/A PC Capacity building for Genesee and Orleans Counties 103,000

Ann Arbor Area Community Foundation

301 N Main Street Suite 300
Ann Arbor,MI48104
N/A PC Capacity Support for Rural Areas of Washtenaw County 50,000

Community Foundation of St Clair County

500 Water Street
Port Huron,MI48060
N/A PC Capacity Support for Rural Community Development 100,000

Northern Chautauqua Community Foundation

212 Lake Shore Drive West
Dunkirk,NY14048
N/A PC Community Foundation Capacity Support 100,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Capacity Support for Wyoming Foundation 100,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Capacity Support for Niagara Area Foundation 100,000

Cattaraugus Region Community Foundation

301 North Union St Suite 203
Olean,NY14760
N/A PC Nonprofit Information Hub 100,000

Community Foundation of Monroe County

9 Washington St
Monroe,MI48161
N/A PC Community Foundation Leadership Transition Support 100,000

Friends of Wayne County Parks

PO Box 510147
Livonia,MI48151
N/A PC Holliday Nature Preserve 500,000

The Nature Conservancy

101 E Cesar E Chavez Ave
Lansing,MI48906
N/A PC GSI in the Eastern Market District 300,000

Michigan Afterschool Partnership

119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC With Youth For Youth Initiative 275,000

Detroit Area Agency on Aging

1333 Brewery Park Boulevard Suite
Detroit,MI48207
N/A PC Living Our Legacies - Recruitment and Testing 364,980

Enterprise Community Partners

28 W Adams Suite 710
Detroit,MI48226
N/A PC Enterprise Detroit CDO Fund Phase 2 750,000

Enterprise Community Partners

28 W Adams Suite 710
Detroit,MI48226
N/A PC CDO Fund Expansion 230,000

Afterschool Alliance

1101 14th St NW Suite 700
Washington,DC20005
N/A PC Youth Sports in Afterschool 75,000

Causewave Community Partners

274 North Goodman Street B269
Rochester,NY14607
N/A PC NextWave Mission Accelerator 985,347

Allied Media Projects

4731 Grand River Ave Suite 400
Detroit,MI48208
N/A PC Detroit Youth Arts Connectivity HUB 100,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Support for the Arts and Culture Sector in WNY 3,750,000

Corporation for a Skilled Workforce

PO Box 17
Hartland,MI48353
N/A PC SEMI Regional Intermediary & Workforce Sector Capacity Building 50,000

Michigan Municipal League Foundation

1675 Green Road
Ann Arbor,MI48105
N/A PC SEMI Rural Economic Development Phase III 410,000

Schoolcraft College

18600 Haggerty Road
Livonia,MI48152
N/A PC D3C3 Implementation Phase I 407,000

Oakland Community College

2900 Featherstone Rd
Auburn Hills,MI48326
N/A GOV D3C3 Implementation Phase I 1,145,000

Detroit Regional Chamber Foundation

PO Box 77359
Detroit,MI48277
N/A PC D3C3 Implementation Phase I 600,000

Macomb Community College Foundation

14500 E 12 Mile Rd
Warren,MI48088
N/A PC D3C3 implementation Phase I 1,236,000

Community Foundation of St Clair County

500 Water Street
Port Huron,MI48060
N/A PC Capacity Support 75,000

Chautauqua Region Community Foundation

418 Spring Street
Jamestown,NY14701
N/A PC The Capacity Lab 500,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Shoreline Trail Enhancement Project - Phase 1 and 2 500,000

Alfred State College Development Fund Inc

10 Upper College Drive
Alfred,NY14802
N/A PC Southern Tier Community College Collaborative 350,000

Western New York Land Conservancy Inc

PO Box 471
East Aurora,NY14052
N/A PC Local Provenance Native Plants at Ralph Wilson Park 140,690

Michigan Afterschool Partnership

119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC Regional Afterschool Hub 150,000

Boys & Girls Clubs of Southeastern Michigan

16500 Tireman Ave
Detroit,MI48228
N/A PC Usher's New Look Foundation Club Takeover 10,000

Children's Funding Project

2101 L St NW Suite 300
Washington,DC20037
N/A PC Support for youth mental health 57,000

Afterschool Alliance

1101 14th St NW Suite 700
Washington,DC20005
N/A PC America After 3PM 2025 150,000

Neutral Zone

310 E Washington Street
Ann Arbor,MI48104
N/A PC Amplifying Youth Voice and Empowerment 150,000

Allied Media Projects

2470 Collingwood St Suite 218
Detroit,MI48208
N/A PC YDRC General Operating Support 100,000

United Way of Buffalo & Erie County

742 Delaware Avenue
Buffalo,NY14209
N/A PC Next Generation United Pitch10 25,000

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216
N/A PC 2024 Annual Conference 25,000

Children's Hospital of Michigan Foundation

3011 West Grand Blvd Suite 218
Detroit,MI48202
N/A PC Michigan Central Station Children's Endowment Initiative 100,000

Michigan Afterschool Partnership

119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC Enhance communications support 150,000

Launch Michigan

119 Pere Marquette Dr Ste 1C
Lansing,MI48912
N/A PC Connecting Afterschool and K-12 Education 100,000

Michigan Afterschool Partnership

119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC Expansion of statewide quality and youth engagement efforts 155,538

Michigan Afterschool Partnership

119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC Capacity Building Support for ARPA Funding 108,164

Launch Michigan

119 Pere Marquette Dr Ste 1C
Lansing,MI48912
N/A PC Demonstration Project: Out-of-School Time 65,000

42 Strong

PO Box 214
Oxford,MI48371
N/A PC Mentoring Software Implementation 50,000

Youthprise

3001 Broadway St NE Suite 330
Minneapolis,MN55413
N/A PC Afterschool Infrastructure for Youth Voice 350,000

State Alliance of Michigan YMCAs

400 West Washington Street
Ann Arbor,MI48104
N/A PC A Systems Approach to Strengthening Afterschool Programs and Infrastructure 263,050

Holy Redeemer Grade School

1711 Junction Ave
Detroit,MI48209
N/A PC Holy Redeemer Careers Afterschool Club 91,230

STEM Next Opportunity Fund

2305 Historic Decatur Rd Suite 100
San Diego,CA92106
N/A PC Million Girls Moonshot State Capacity Building 101,750

InsideOut Literary Arts Project

5201 Cass Avenue Prentiss Hall 3rd
Detroit,MI48202
N/A PC Writing Across the Rustbelt: Phase II 110,000

Detroit Food & Entrepreneurship Academy

4444 2nd Ave
Detroit,MI48201
N/A PC Detroit Food & Entrepreneurship Academy Full Proposal 100,000

St Clair County Community College

323 Erie Street PO Box 5015
Port Huron,MI48061
N/A GOV D3C3 Implementation Phase I 300,000

Monroe Community College Foundation

1000 East Henrietta Road
Rochester,NY14623
N/A PC Rochester Regional Workforce Ecosystem Planning Grant 78,000

Atlantic Impact

111 E Kirby St
Detroit,MI48202
N/A PC Skilled Trades for Detroit Youth 300,000

Neutral Zone

310 E Washington Street
Ann Arbor,MI48104
N/A PC Future Corps Expansion 178,500

Funders Together to End Homelessness

10 Adeline Rd
Beverly,MA01915
N/A PC Fund for Workforce Equity Round 2 200,000

Per Scholas Inc

804 E 138th Street 2nd Floor
Bronx,NY10454
N/A PC WNY Advanced Manufacturing and Tech Coalition: IT Training 400,000

Regents of the University of Michigan

500 S State Street
Ann Arbor,MI48109
N/A PC SummerWorks and Youth Policy Lab Fellowship 300,000

Michigan Community College Association Foundation

110 W Michigan Ave Suite 650
Lansing MI,MI48933
N/A PC D3C3 Phase I Implementation Support 200,000

Dream It Do It Western New York

PO Box 27 300 North Main Street
Jamestown,NY14701
N/A PC Dream It Do It Western New York 150,000

Michigan Future Inc

PO Box 130416
Ann Arbor,MI48113
N/A   Rising Income for All 150,000

Goodwill Industries of Western New York Inc

1119 William Street
Buffalo,NY14206
N/A PC GoodSkills Career Builder Expansion: WNY Advanced Manufacturing and Tech Coalition 100,000

Michigan College Access Network

200 N Washington Sq Suite 420
Lansing,MI48933
N/A PC D3C3 Phase I Implementation Support 350,000

The Brookings Institution

1775 Massachusetts Avenue NW
Washington,DC20036
N/A PC Build Back Better Regional Challenge Case Studies: SEMI and WNY 25,000

Monroe County Community College

1555 S Raisinville Rd
Monroe,MI48161
N/A GOV D3C3 Implementation Phase I 1,000,000

Henry Ford Community College Foundation

5101 Evergreen Road
Dearborn,MI48128
N/A PC D3C3 Implementation Phase I 750,000

Washtenaw Community College

4800 E Huron River Drive
Ann Arbor,MI48105
N/A GOV D3C3 Implementation Phase I: Advance Ypsi 700,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Greater Buffalo YEC Action Plan Implementation 50,000

Monroe Community College Foundation

1000 East Henrietta Road
Rochester,NY14623
N/A PC Finger Lakes Workforce Development (FWD) Center 500,000

Per Scholas Inc

804 E 138th Street 2nd Floor
Bronx,NY10454
N/A PC Per Scholas Southeast Michigan IT Training 260,000

TechBuffalo

1 Seneca St 24th Floor
Buffalo,NY14203
N/A PC Tech Academy 375,000

Rosalynn Carter Institute for Caregivers

800 GSW State University Dr Carter
Americus,GA31709
N/A PC 2024 Rosalynn Carter Institute Convening 25,000

Coalition to Transform Advanced Care

PO Box 34364
Washington,DC20043
N/A PC 2024 Coalition to Transform Advanced Care Summit 25,000

Bridging Communities Inc (BCI)

6900 McGraw
Detroit,MI48210
N/A PC Aging Matters Education & Expo 15,000

Rosalynn Carter Institute for Caregivers

800 GSW State University Dr Carter
Americus,GA31709
N/A PC RCI Strategic Planning for Action 500,000

Doctors Without Borders USA Inc

PO Box 5030 2nd Floor
Hagerstown,MD21741
N/A PC In memory of Lisa Simon 1,000

National Comedy Center Inc

2 W 3rd St
Jamestown,NY14701
N/A PC Comedy and Caregiving 100,000

Lifespan of Greater Rochester Inc

1900 S Clinton Avenue
Rochester,NY14618
N/A PC The National Lifespan Respite Conference Sponsorship 15,000

National Alliance for Caregiving

1730 Rhode Island Avenue NW Suite
Washington,DC20036
N/A PC Caregiving in the United States Data Project 300,000

New York State Psychiatric Institute at Columbia University

National Program Office 1051 Rivers
New York,NY10032
N/A PC Caregiving Track for the Health and Aging Policy Fellowship 202,725

Western New York Integrated Care Collaborative Inc

742 Delaware Avenue
Buffalo,NY14209
N/A PC Exhale Sustainability Planning 115,000

Southeast Michigan Senior Regional Collaborative

2727 Second Ave Ste 123A
Detroit,MI48201
N/A PC Strengthening the SRC Through Collaborative Caregiving 130,900

The Boston Foundation Inc (dba The Philanthropic Initiative)

75 Arlington Street Suite 300
Boston,MA02116
N/A PC Western New York Memory Cafe Initiative 284,125

CaringBridge

3600 American Blvd West Suite 405
Bloomington,MN55431
N/A PC Caregiver Journey Research Initiative 500,000

The Boston Foundation Inc (dba The Philanthropic Initiative)

75 Arlington Street Suite 300
Boston,MA02116
N/A PC Exhale, The Family Caregiver Initiative- Southeast Michigan Expansion 2,402,463

National Domestic Workers Alliance

45 Broadway Suite 320
New York,NY10006
N/A PC Care Can't Wait Michigan 300,000

The Boston Foundation Inc (dba The Philanthropic Initiative)

75 Arlington Street Suite 300
Boston,MA02116
N/A PC Respite Pilot Program Expansion to Washtenaw County, MI 170,000

The Boston Foundation Inc (dba The Philanthropic Initiative)

75 Arlington Street Suite 300
Boston,MA02116
N/A PC WNY Respite Program 900,000

Community Foundation of Monroe County

9 Washington St
Monroe,MI48161
N/A PC The Monroe Area Loop Trail 250,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC RCWJRF Inclusive Arts & Culture Initiative 5,000,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC RCWJRF Inclusive Arts & Culture Initiative 5,000,000

TechTown Detroit

440 Burroughs Street
Detroit,MI48202
N/A PC Driving Small Business Growth Via Equitable Economic Development in Detroit 1,000,000

PeacePlayers International

440 Burroughs
Detroit,MI48202
N/A PC PeacePlayers Detroit Peace Education & Leadership Development Program 75,000

Daemen University

4380 Main Street
Amherst,NY14226
N/A PC Center for Allied and Unified Sport and Exercise (CAUSE) 112,386

First Tee - Greater Detroit

3011 W Grand Blvd Ste 218
Detroit,MI48202
N/A PC Capacity Building 60,000

Detroit Police Athletic League Inc

1680 Michigan Avenue
Detroit,MI48216
N/A PC Program Expansion and Capacity Building 100,000

Racquet Up Detroit

6530 West Outer Drive
Detroit,MI48235
N/A PC Dialing Up Access and Quality at Racquet Up Detroit 100,000

Girls on the Run of Southeastern Michigan

3075 Clark Rd Suite 101
Ypsilanti,MI48197
N/A PC Girls on the Run Star Power Sites Initiative 94,000

Women's Sports Foundation

247 West 30th Street 5th Floor
New York,NY10001
N/A PC Girls in Youth Play and Sports 105,000

Michigan Future Inc

PO Box 130416
Ann Arbor,MI48113
N/A   General operating support 50,000

NY Association of Training & Employment Professionals

PO Box 648
Albany,NY12201
N/A PC 2025 General Operating Support 50,000

Capital Impact Partners

1400 Crystal Drive Suite 500
Arlington,VA22202
N/A PC Detroit Equitable Development Initiative 598,500

West Side Rowing Club

1 Rotary Row
Buffalo,NY14201
N/A PC Community Outreach Rowing Program 135,185

NW Goldberg Cares

6122 15th Street
Detroit,MI48208
N/A PC PLAY NW GOLDBERG 100,100

Olean Business Development Corp

301 N Union Street
Olean,NY14760
N/A PC OBDC Entrepreneurial Capacity Support 300,000

Launch NY

77 Goodell Street Suite 201
Buffalo,NY14203
N/A PC Ensuring a Mature, Sustainable Venture Development Organization 1,000,000

Excell Partners Inc

150 Verona Street Carestream - 2nd
Rochester,NY14608
N/A PC Administrative, Marketing and Research Capacity 250,000

Niagara Falls Boys & Girls Club

725 17th Street
Niagara Falls,NY14301
N/A PC Innovate & Inspire: Strengthening Boys & Girls Clubs Across WNY 500,000

SABAH Inc legally Skating Association for the Blind and Handicapped Inc

2607 Niagara Street
Buffalo,NY14207
N/A PC Program Expansion of Youth Programming 50,000

Downtown Detroit Partnership

1000 Woodward Avenue Suite 380
Detroit,MI48226
N/A PC Detroit Homecoming 2024 25,000

Youth Life Skills Foundation Inc - DBA The First Tee of Western New York

PO BOX 273
Buffalo,NY14026
N/A PC Empowering Youth and Community in 2025 100,000

Michigan Colleges Alliance (MCA)

26555 Evergreen Road Suite 1055
Southfield,MI48076
N/A PC Professional Distinction in Fund Development 100,000

Detroit Economic Growth Association

500 Griswold St Ste 2200
Detroit,MI48226
N/A PC City of Detroit - Parks Lighting 1,000,000

Greater Rochester Chamber Foundation (ROC2025 Fund)

250 Clinton Square
Rochester,NY14604
N/A PC Phase II US EDA Regional Tech Hub Application 95,000

New York State Network for Youth Success Inc

415 River Street 2nd Floor
Troy,NY12180
N/A PC WNY Capacity Building 194,500

Council of Michigan Foundations

3101 E Grand Blvd Suite 300
Detroit,MI48202
N/A PC Philanthropy Fellows Program - 2nd Cohort 200,000

Rochester Area Community Foundation

500 East Avenue
Rochester,NY14607
N/A PC Medina High Wall 1,000,000

Olean Business Development Corp

301 N Union Street
Olean,NY14760
N/A PC Entrepreneurship-Led Economic Development Strategy in Cattaraugus County 250,000

Buffalo Niagara Waterkeeper Inc

721 Main Street
Buffalo,NY14203
N/A PC Ralph Wilson Park/ Shoreline Implementation & Capacity 2,625,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Project Play Western New York 982,780

NY Funders Alliance Initiatives Fund

431 E Fayette Street
Syracuse,NY13202
N/A SO I Western New York Nonprofit Support Group 737,809

Foundation Financial Officers Group

19 Mantua Road
Mt Royal,NJ08061
N/A PC 2025 Membership Dues 500

Council of Michigan Foundations

3101 E Grand Blvd Suite 300
Detroit,MI48202
N/A PC 2025 Membership Dues 33,400

Technology Association of Grantmakers

200 W Madison Street 3rd Floor
Chicago,IL60606
N/A PC 2025 Membership Dues 3,650

Philanthropy for Active Civic Engagement

611 Pennsylvania Avenue SE Box 372
Washington,DC20003
N/A PC 2025 Membership Dues 13,500

Grantmakers in Health

1100 Connecticut Avenue NW Suite 1
Washington,DC20036
N/A PC 2025 Membership Dues 13,950

Grantmakers in Health

333 Mamaroneck Ave 238
White Plains,NY10605
N/A PC 2025 Membership Dues 8,500

The Funders Network

2000 Ponce de Leon Blvd Suite 600
Coral Gables,FL33134
N/A PC 2025 Membership Dues 13,500

Philanthropy New York

320 East 43rd Street
New York,NY10017
N/A PC 2025 Membership Dues 500

Workforce Matters

225 N Michigan Avenue 2200
Chicago,IL60601
N/A PC 2025 Membership Dues 18,500

The Communications Network

1717 North Naper Boulevard Suite 20
Naperville,IL60563
N/A PC 2025 Membership Dues 600

PEAK Grantmaking

1701 Pennsylvania Ave NW Suite 200
Washington,DC20006
N/A PC 2025 Membership Dues 8,500

NY Funders Alliance

431 E Fayette Street
Syracuse,NY13202
N/A PC 2025 Membership Dues 29,000

Michigan Nonprofit Association

PO Box 771958
Detroit,MI48277
N/A PC 2025 Membership Dues 3,500

Independent Sector

PO Box 5007 CL500058
Merrifield,VA22116
N/A PC 2025 Membership Dues 16,000

Grantmakers for Effective Organizations

1310 L Street NW Suite 650
Washington,DC20005
N/A PC 2025 Membership Dues 18,500

Grantmakers for Education

400 SE 103rd Drive 33348
Portland,OR97216
N/A PC 2025 Membership Dues 14,000

Community Initiatives

1000 Broadway Suite 480
Oakland,CA94607
N/A PC 2025 Membership Dues - Entrepreneurship Funders Network 11,000

Grand Valley State University

1 Campus Drive
Allendale,MI49401
N/A PC 2025 Membership Dues - Johnson Center 8,500

Council on Foundations

PO Box 715674
Philadelphia,PA19171
N/A PC 2025 Membership Dues 23,500

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Programming, Capital, and Capacity Support for Detroit's Regional Parks 850,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC To sustain the Arts and Culture Sector 3,750,000

Parks & Trails New York

1 Steuben Place
Albany,NY12207
N/A PC WNY Trail Towns Seed Grant Program 131,450

NY Funders Alliance Initiatives Fund

431 E Fayette Street
Syracuse,NY13202
N/A SO I Western New York Nonprofit Support Group 250,000

City Swim Project

651 Delaware Avenue Suite 144
Buffalo,NY14202
N/A PC City Swim Project 130,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Phase Two of Project Play: Southeast Michigan 1,130,935

mParks

PO Box 27609
Lansing,MI48909
N/A PC mParks Conference 10,000

Willie Hutch Jones Educational and Sports Program

338 E Ferry Street 115
Buffalo,NY14208
N/A PC WHJESP Capacity Building Plan 123,000

NYBDC Local Development Corporation dba Pursuit Community Finance

50 Beaver Street
Albany,NY12207
N/A PC WNY Small Business Loan Fund 625,000

Buffalo State College Foundation

1300 Elmwood Ave Clev 507
Buffalo,NY14222
N/A PC Great Lakes Center & Dart Street Study 1,000,500

Friends of the Detroit River

20600 EUREKA RD STE 250
TAYLOR,MI48180
N/A PC DOWNRIVER LINKED GREENWAYS SYSTEM IMPROVEMENTS 1,000,000

Prosperus Detroit Micro Lending

440 Burroughs Street Suite 360
Detroit,MI48202
N/A PC Affordable & Accessible Microloan Capital for LMI Business Owners 200,000

Detroit Regional Partnership Foundation

1001 Woodward Ave Suite 800
Detroit,MI48226
N/A PC Detroit Regional Partnership Foundation general operations support. 1,000,000

Invest Detroit Foundation

600 Renaissance Center Suite 1710
Detroit,MI48243
N/A PC Advancing Inclusive High-Growth Entrepreneurship 1,000,000

Cattaraugus Region Community Foundation

301 North Union St Suite 203
Olean,NY14760
N/A PC Cascade Bridge Project 242,100

Friends of the Rouge

650 Church Street Suite 209
Plymouth,MI48170
N/A PC Connecting the Rouge: Rouge Gateway Trail Connectors 1,000,000

Connected Communities Inc

1337 East Main Street
Rochester,NY14609
N/A PC The Greenwood Project/ Rochester RRP 500,000

Michigan Nonprofit Association

PO Box 771958
Detroit,MI48277
N/A PC Nonprofit Journal Project - Part IV 50,000

Council of Michigan Foundations

3101 E Grand Blvd Suite 300
Detroit,MI48202
N/A PC CMF 2024 Conference 50,000

Downtown Boxing Gym Youth Program

6445 E Vernor Hwy
Detroit,MI48207
N/A PC Downtown Boxing Gym Program Support 200,000

Huron Waterloo Pathways Initiative

14800 East Old US-12
Chelsea,MI48118
N/A PC Iron Belle Trail Expansion in Washtenaw and Wayne Counties 1,000,000

Niagara University

5795 Lewiston Road
Niagara University,NY14109
N/A PC Youth Sports Capacity-Building Program 64,483

Buffalo & Erie County Public Library

1 Lafayette Square
Buffalo,NY14203
N/A PC Equipment Share Pilot 147,765

Data Driven Detroit

440 Burroughs St Suite 330
Detroit,MI48202
N/A NC Continued Regional Data Support for SEMI's Nonprofit Sector 150,000

Michigan Community Resources

440 Burroughs St Suite 316
Detroit,MI48202
N/A PC Continued General Operating Support 100,000

The Yunion

1129 Oakman Blvd
Detroit,MI48238
N/A PC Centering CATTA for Strategic Impact 130,000

Lawrence Technological University

21000 W Ten Mile Road
Southfield,MI48075
N/A PC Growing the Accelerator's Capacity to Support Advanced Manufacturing 750,000

Michigan Trails & Greenways Alliance

503 Mall Ct Box 282
Lansing,MI48912
N/A PC Ralph Wilson Loop Trail on Belle Isle - Phase 2 1,566,000

YMCA of Metropolitan Detroit

1401 Broadway Suite 3A
Detroit,MI48226
N/A PC "Y on the Fly" Mobile Equipment Sharing Project 612,283

Figure Skating in Harlem Inc

361 W 125th Street 4th Floor
New York,NY10027
N/A PC Figure Skating Detroit 60,000

Natural Heritage Trust

625 Broadway
Albany,NY12207
N/A PC WNY Ladders to the Outdoors Program 163,666

The Aspen Institute Sports & Society Program

2300 N Street NW Suite 700
Washington,DC20037
N/A PC Aspen Institute Project Play 165,200

Leveling the Playing Field Inc

1140 Connecticut Ave NW Suite 1200
Washington,DC20036
N/A PC Leveling the Playing Field- Southeast Michigan 200,000

716 Squash

PO Box 372
Buffalo,NY14207
N/A PC Program Development and Expansion 50,000

Buffalo Niagara Waterkeeper Inc

721 Main Street
Buffalo,NY14203
N/A PC Centennial Park Shoreline Implementation and Capacity 100,000

Natural Heritage Trust

625 Broadway
Albany,NY12207
N/A PC WNY Southern Tier and Artpark State Park Trail Projects 1,250,000

Ralph Wilson Park Conservancy

PO Box 1310
Buffalo,NY14213
N/A PC Ralph Wilson Park Conservancy: Organizational Capacity & Future Sustainability 2,000,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Support for Puerto Rican Day Parade & Funk Fest 2024-2025 40,000

Micah 6 Community

32 Newberry St
Pontiac,MI48341
N/A PC Webster Community Center 457,747

Black Leaders Detroit

2050 15th Street
Detroit,MI48216
N/A PC BLD No-Interest Loan Program 200,000

Michigan Physical Fitness Health and Sports Foundation Inc

1213 Center Street
Lansing,MI48909
N/A PC Pedestrian Safety Campaign 50,000

The Champion Project

425 Meyer Road
West Seneca,NY14224
N/A PC Girl Power 63,820

Chautauqua Region Economic Development Corporation

201 West Third St Suite 115
Jamestown,NY14701
N/A PC Chautauqua County Small Business Marketing Assistance Program 100,000

Boys & Girls Clubs of Southeastern Michigan

16500 Tireman Ave
Detroit,MI48228
N/A PC BGCSM Sports Ecosystem 1,000,000

Mac Parkman Foundation for Adolescent Concussive Trauma

803 Gladiolus St
Anna Maria,FL34216
N/A PC Concussive Trauma Training and Resource Development 150,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Employee Matching Grant 240

Rochester Area Community Foundation

500 East Avenue
Rochester,NY14607
N/A PC Employee Matching Grant 700

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Employee Matching Grant 20,000

Mojo in the Morning Breaking and Entering

2529 Orleans St
Detroit,MI48207
N/A PC Employee Matching Grant 100

Gleaners Community Food Bank of Southeastern Michigan

2131 Beaufait
Detroit,MI48207
N/A PC Employee Matching Grant 100

Motor City Lyric Opera

969 Bloomfield Woods
Bloomfield Hills,MI48304
N/A PC Employee Matching Grant 4,000

Province of St Joseph of the Capuchin Order

1820 Mt Elliott
Detroit,MI48207
N/A PC Employee Matching Grant 400

Kensington Church - Troy

1825 E Square Lake Rd
Troy,MI48085
N/A PC Employee Matching Grant 5,860

First Step

44567 Pinetree Drive
Plymouth,MI48170
N/A PC Employee Matching Grant 200

Macho Corps Inc

890 Harding Ave
Rochester,MI48307
N/A PC Employee Matching Grant 300

Wayne State University Mike Ilitch School of Business

2771 Woodward Avenue
Detroit,MI48201
N/A PC Trustee Matching Grant 10,000

Developing Kingdoms In Different Stages

24230 W McNichols
Detroit,MI48219
N/A PC Employee Matching Grant 100

Atlantic Impact

111 E Kirby St
Detroit,MI48202
N/A PC Employee Matching Grants 100

FeedMore WNY Foundation

100 James E Casey Drive
Buffalo,NY14206
N/A PC Employee Matching Grant 200

Alternatives for Girls

903 W Grand Boulevard
Detroit,MI48208
N/A PC Employee Matching Grant 200

Detroit Public Theatre

3960 Third Avenue
Detroit,MI48201
N/A PC Trustee Matching Grant 10,000

Accounting Aid Society

3031 W Grand Boulevard Suite 470
Detroit,MI48202
N/A PC Trustee Matching Grant 10,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Employee Matching Grant 22,200

The Center for Michigan

2937 E Grand Blvd Suite 502
Detroit,MI48202
N/A PC Employee Matching Grant 400

Women of Banglatown

2780 W 7 Mile Rd
Detroit,MI48221
N/A PC Employee Matching Grant 200

Westminster Economic Development Initiative Inc (WEDI)

436 Grant Street
Buffalo,NY14213
N/A PC Employee Matching Grant 100

The Children's Center

79 W Alexandrine St
Detroit,MI48201
N/A PC Employee Matching Grant 1,000

Special Days Camps

PO Box 436
Dimondale,MI48821
N/A PC Employee Matching Grant 1,200

Vanderbilt University

2301 Vanderbilt Place
Nashville,TN37235
N/A PC Employee Matching Grant 500

Detroit Riverfront Conservancy

600 Renaissance Center Suite 1720
Detroit,MI48243
N/A PC Employee Matching Grant 100

Detroit Greenways Coalition

PO Box 32013
Detroit,MI48232
N/A PC Employee Matching Grant 100

Downtown Boxing Gym Youth Program

6445 E Vernor Hwy
Detroit,MI48207
N/A PC Employee Matching Grant 100

Planned Parenthood of Michigan

950 Victors Way Unit 100
Ann Arbor,MI48108
N/A PC Employee Matching Grant 620

Detroit Institute of Arts

5200 Woodward Avenue
Detroit,MI48202
N/A PC Employee Matching Grant 560

Regents of the University of Michigan

500 S State Street
Ann Arbor,MI48109
N/A PC Employee matching grant 1,800

Peace Of The City Ministries

PO Box 750
Buffalo,NY14213
N/A PC Employee Matching Grant 1,000

Regents of the University of Michigan

500 S State Street
Ann Arbor,MI48109
N/A PC Employee Matching Grant 500

Ralph Wilson Park Conservancy

PO Box 1310
Buffalo,NY14213
N/A PC Employee Matching Grant 500

Compuware Youth Hockey

14900 N Beck Rd
Plymouth,MI48170
N/A PC Employee Matching Grant 700

Marshall Community Foundation

614 Homer Road
Marshall,MI49068
N/A PC Employee Matching Grant 400

Boston College

Cadigan Alumni Center 140 Commonwea
Chestnut Hill,MA02467
N/A PC Employee Matching Grant 500

American Cancer Society Inc

20450 Civic Center Drive
Southfield,MI48076
N/A PC Employee Matching Grant 300

FeedMore WNY Foundation

100 James E Casey Drive
Buffalo,NY14206
N/A PC Employee Matching Grant 500

Moross Greenway Project

PO Box 36989
Grosse Pointe Farms,MI48236
N/A PC Employee Matching Grant 200

Port Austin Artist in Residence

PO Box 261
Port Austin,MI48467
N/A PC Employee Matching Grant 1,000

Arboretum Detroit

3327 Farnsworth St
Detroit,MI48211
N/A PC Employee Matching Grant 1,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Employee Matching Grant 30,000

Manresa Jesuit Retreat House

1390 Quarton Road
Bloomfield Hills,MI48304
N/A PC Employee Matching Grant 600

Marine Safety Institute

10544 Lasalle Blvd
Huntington Woods,MI48070
N/A PC Employee Matching Grant 200

Wasserman Projects Fund

3434 Russell Street 502
Detroit,MI48207
N/A PC Employee Matching Grant 1,000

Wildlife Revealed

621 Antioch Rd
Paige,TX78659
N/A PC Employee Matching Grant 100

Huron County Community Foundation

PO Box 56
Bad Axe,MI48413
N/A PC Employee Matching Grant 2,000

Leader Dogs for the Blind

1039 S Rochester Road
Rochester Hills,MI48307
N/A PC Employee Matching Grant 200

Noah At Central

23 E Adams
Detroit,MI48226
N/A PC Employee Matching Grant 6,000

Ele's Place Lansing

1145 W Oakland Ave
Lansing,MI48915
N/A PC Employee Matching Grant 500

Kensington Church - Troy

1825 E Square Lake Rd
Troy,MI48085
N/A PC Employee Matching Grant 7,000

Animal Samaritans

72307 Ramon Rd
Thousand Palms,CA92276
N/A PC Employee Matching Grant 120

Black Family Development

2995 E Grand Blvd
Detroit,MI48202
N/A PC Employee Matching Grant 10,000

Treasuring Christ Church

2580 Packard St
Ann Arbor,MI48104
N/A PC Employee Matching Grant 30,000

Black Family Development

2995 E Grand Blvd
Detroit,MI48202
N/A PC Employee Matching Grant 100

Industrial Sewing and Innovation Center

5800 Cass Avenue
Detroit,MI48202
N/A PC Employee Matching Grant 400

Make-A-Wish Foundation of Michigan

20750 Civic Center Drive Suite 180
Southfield,MI48076
N/A PC Employee Matching Grant 500

Mojo in the Morning Breaking and Entering

2529 Orleans St
Detroit,MI48207
N/A PC Employee Matching Grant 500

Boys & Girls Clubs of Southeastern Michigan

16500 Tireman Ave
Detroit,MI48228
N/A PC Employee Matching Grant 1,000

Signal Return Inc

9301 Kercheval Suite 1
Detroit,MI48214
N/A PC Employee Matching Grant 1,000

Freedom House Detroit

PO Box 9208
Detroit,MI48209
N/A PC Employee Matching Grant 1,000

National Multiple Sclerosis Society

1000 Elmwood Avenue Suite 900
Rochester,NY14620
N/A PC Employee Matching Grant 200

Gleaners Community Food Bank of Southeastern Michigan

2131 Beaufait
Detroit,MI48207
N/A PC Employee Matching Grant 400

Christopher and Dana Reeve Foundation

636 Morris Turnpike Suite 3A Suite
Short Hills,NJ07078
N/A PC Employee Matching Grant 537

Easterseals Michigan

2399 E Walton Blvd
Auburn Hills,MI48326
N/A PC Employee Matching Grant 1,000

Paradox Church

28241 Mound Road
Warren,MI48092
N/A PC Employee Matching Grant 200

Kensington Church - Troy

1825 E Square Lake Rd
Troy,MI48085
N/A PC Employee Matching Grant 4,200

Young Life

420 N Cascade Ave
Colorado Springs,CO80903
N/A PC Employee Matching Grant 1,000

Gleaners Community Food Bank of Southeastern Michigan

2131 Beaufait
Detroit,MI48207
N/A PC Employee Matching Grant 1,000

Wild at Heart

PO Box 51065
Colorado Springs,CO80949
N/A PC Employee Matching Grant 400

St Matthew Catholic Church

6021 Whittier Ave
Detroit,MI48224
N/A PC Employee Matching Grant 3,000

Manresa Jesuit Retreat House

1390 Quarton Road
Bloomfield Hills,MI48304
N/A PC Employee Matching Grant 600

Forgotten Harvest

15000 W Eight Mile
Oak Park,MI48237
N/A PC Employee Matching Grant 1,000

Detroit Public Television

48325 Alpha Drive Suite 150
Wixom,MI48393
N/A PC Employee Matching Grant 1,520

Awakened Heart Ministries

755 W Big Beaver Rd
Troy,MI48084
N/A PC Employee Matching Grant 1,000

Family Life Radio

PO Box 35300
Tucson,AZ85740
N/A PC Employee Matching Grant 600

Detroit Public Media

48325 Alpha Drive Suite 150
Wixom,MI48393
N/A PC Employee Matching Grant 1,000

Sickle Forward

11 East Lanneau Dr
Greenville,SC29605
N/A PC Employee Matching Grant 500

Shakespeare in Delaware Park

PO Box 716
Buffalo,NY14205
N/A PC Employee Matching Grant 1,000

Marche du Nain Rouge

34 W Bethune Street
Detroit,MI48202
N/A PC Employee Matching Grant 1,000

American Heart Association

7272 Greenville Avenue
Dallas,TX75231
N/A PC Employee Matching Grant 200

WDET

1 Clover Court
Wixom,MI48393
N/A PC Employee Matching Grant 100

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 25,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Designated Grant 25,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Donor Advised Fund 120,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Designated Grant 100,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Donor Advised Fund 25,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Designated Grant 5,000

Mackinac Center

140 West Main Street PO Box 568
Midland,MI48640
N/A PC Trustee Designated Grant 25,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 25,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 200,000

Selfridge Military Air Museum

27333 C Street 27333 C Street
Selfridge ANG Base,MI48045
N/A PC Trustee Designated Grant 25,000

Joe Q Veteran Coffee Break

PO Box 1423
North Falmouth,MA02556
N/A PC Trustee Designated Grant 2,500

Folds of Honor

5971 N Patriot Dr
Owasso,OK74055
N/A PC Trustee Designated Grant 10,000

Atlantic Impact

111 E Kirby St
Detroit,MI48202
N/A PC Trustee Designated Grant 25,000

VINA Community Dental Center

400 E Grand River
Brighton,MI48116
N/A PC Trustee Designated Grant 2,500

The Children's Center

79 W Alexandrine St
Detroit,MI48201
N/A PC Trustee Designated Grant 5,000

National Football Museum Inc-Pro Football Hall of Fame

2121 George Halas Drive NW
Canton,OH44708
N/A PC Trustee Designated Grant 35,000

Boys and Girls Club of East Aurora

24 Paine St
East Aurora,NY14052
N/A PC Trustee Designated Grant 10,000

Helen Newberry Joy Hospital

502 W Harrie Street
Newberry,MI49868
N/A PC Trustee Designated Grant 10,000

Leader Dogs for the Blind

1039 S Rochester Road
Rochester Hills,MI48307
N/A PC Trustee Designated Grant 5,000

Friends of Jahn

3149 N Wolcott Ave
Chicago,IL60657
N/A PC Trustee Designated Grant 2,500

Regulators Motorcycle Association Inc

3309 Sandhill Ln
Champaign,IL61822
N/A PC Trustee Designated Grant 2,500

FISHER HOUSE MICHIGAN

3250 Plymouth Road Suite 103
Ann Arbor,MI48105
N/A PC Trustee Designated Grant 10,000

Atlantic Impact

111 E Kirby St
Detroit,MI48202
N/A PC Trustee Designated Grant 15,000

Helen Newberry Joy Hospital

502 W Harrie Street
Newberry,MI49868
N/A PC Trustee Designated Grant 10,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 100,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 226,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Designated Grant 100,000

Escambia County Public School Foundation

30 East Texar Drive Suite 113
Pensacola,FL32503
N/A PC Trustee Designated Grant 86,000

The Faith and Politics Institute

110 Maryland Avenue NE Suite 504
Washington,DC20002
N/A PC Trustee Designated Grant 12,000

The Nature Conservancy

101 E Cesar E Chavez Ave
Lansing,MI48906
N/A PC Trustee Designated Grant 50,000

Macomb Community College Foundation

14500 E 12 Mile Rd
Warren,MI48088
N/A PC Trustee Designated Grant 10,000

Helen Newberry Joy Hospital

502 W Harrie Street
Newberry,MI49868
N/A PC Trustee Designated Grant 10,000

Hillsdale College

33 E College Street
Hillsdale,MI49242
N/A PC Trustee Designated Grant 10,000

Leader Dogs for the Blind

1039 S Rochester Road
Rochester Hills,MI48307
N/A PC Trustee Designated Grant 5,000

Chandler Park Academy

20254 Kelly Road
Harper Woods,MI48225
N/A PC Trustee Designated Grant 20,000

Action Institute

98 E Fulton
Grand Rapids,MI49503
N/A PC Trustee Designated Grant 10,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Matching Grant 30,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 400

Howard University Division of Development and Alumni Relations

1851 9th Street NW 3rd Floor
DC,WA20001
N/A PC Trustee Matching Grant 100

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Matching Grant 30,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 20,000

Community Foundation for Southeast Michigan

333 West Fort Street Suite 2010
Detroit,MI48226
N/A PC Trustee Matching Grant 30,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 10,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 10,000

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 30,000

Buffalo State College Foundation

1300 Elmwood Ave Clev 507
Buffalo,NY14222
N/A PC Trustee Matching Grant 200

United Way of Buffalo & Erie County

742 Delaware Avenue
Buffalo,NY14209
N/A PC Trustee Matching Grant 6,000

Kirby Randolph Foundation

296 Chippenham Ln
Hockessin,DE19707
N/A PC Trustee Matching Grant 200

Kernan Trail Elementary PTA

2281 Kernan Boulevard S
Jacksonville,FL32246
N/A PC Trustee matching grant 81

Community Foundation for Greater Buffalo

726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Trustee Matching Grant 30,000

Walsh College Foundation

3838 Livernois
Troy,MI48083
N/A PC Trustee Matching Grant 10,000

United Way for Southeastern Michigan

PO Box 77398
Detroit,MI48277
N/A PC Trustee Matching Grant 20,000

The Western New York Foundation

2495 Main Street Suite 464
Buffalo,NY14214
N/A PF iCAP Expansion 845,175

Buffalo Bills Foundation Inc

1 Bills Drive
Orchard Park,NY14127
N/A PF WNY Girls Modified Flag Football 150,000
Total .................................right arrow 3a 141,170,822
bApproved for future payment

Allied Media Projects
2470 Collingwood St Suite 218
Detroit,MI48206
N/A PC YDRC General Operating Support 200,000

Launch Michigan
119 Pere Marquette Dr Ste 1C
Lansing,MI48912
N/A PC Connecting Afterschool and K-12 Education 200,000

Michigan Afterschool Partnership
119 Marquette Dr Suite 1C
Lansing,MI48912
N/A PC Enhance communications support 300,000

Neutral Zone
310 E Washington Street
Ann Arbor,MI48104
N/A PC Amplifying Youth Voice and Empowerment 300,000

Rochester Museum & Science Center
657 East Avenue
Rochester,NY14607
N/A PC Afterschool STEAM Capacity-Building 150,000

United Way for Southeastern Michigan
PO Box 77398
Detroit,MI48277
N/A PC Strengthening Metro Detroit Afterschool Programs 154,000

United Way of Buffalo & Erie County
742 Delaware Avenue
Buffalo,NY14209
N/A PC Next Generation United Pitch10 50,000

Detroit Area Agency on Aging
1333 Brewery Park Boulevard Suite
Detroit,MI482074544
N/A PC Living Our Legacies - Recruitment and Testing 142,890

Grantmakers in Aging
333 Mamaroneck Ave 238
White Plains,NY10605
N/A PC Building an Aging Philanthropy Movement 217,518

National Alliance for Caregiving
1730 Rhode Island Avenue NW Suite
Washington,DC20036
N/A PC Caregiving in the United States Data Project 300,000

New York State Psychiatric Institute at Columbia University
National Program Office 1051 Rivers
New York,NY10032
N/A PC Caregiving Track for the Health and Aging Policy Fellowship 202,725

Ardent Solutions Inc
85 North Main Street Suite 4
Wellsville,NY14895
N/A PC Children's Services for Better Health and Well-Being 691,915

Early Childhood Investment Corporation
6639 Centurion Drive Suite 180
Lansing,MI48917
N/A GOV Operating Support/Aligning with Strategic Partners (3-year request - 2025-2027) 300,000

NY Funders Alliance Initiatives Fund
431 E Fayette Street
Syracuse,NY13202
N/A SO I Liftoff Western New York 750,000

St Clair County Regional Educational Service Agency
499 Range Road
Marysville,MI48040
N/A GOV Help Me Grow Early Childhood Program 100,000

Broadway Market Management Inc
Broadway Market 999 Broadway
Buffalo,NY14212
N/A PC Broadway Market Management, Inc.: Capacity Building & Market Revitalization 5,875,000

Center for Regional Strategies
726 Exchange Street Suite 802
Buffalo,NY14210
N/A PC Administrative Support for the RRP's East Side Building Fund 2,750,000

Central Terminal Restoration Corp
PO Box 51
Buffalo,NY14212
N/A PC Central Terminal Restoration: Programming and Capacity 3,000,000

Chautauqua Region Economic Development Corporation
201 West Third St Suite 115
Jamestown,NY14701
N/A PC Chautauqua County Economic Development + Project Leveraging Fund 1,500,000

Community Foundation of St Clair County
500 Water Street
Port Huron,MI48060
N/A PC Bridge to Bay Corridor - Mission Related Investments 1,000,000

Endeavor Detroit
2050 15th St
Detroit,MI48226
N/A PC High-Growth Entrepreneur Search, Selection and Cultivation in SE MI 500,000

Enterprise Community Partners
28 W Adams Suite 710
Detroit,MI48226
N/A PC CDO Fund Expansion 170,000

Excell Partners Inc
150 Verona Street Carestream - 2nd
Rochester,NY14608
N/A PC Administrative, Marketing and Research Capacity 500,000

Greater Rochester Chamber Foundation (ROC2025 Fund)
250 Clinton Square
Rochester,NY14604
N/A PC Regional Revitalization Partnership's West Main Commercial Corridor Program 3,000,000

Greater Rochester Chamber Foundation (ROC2025 Fund)
250 Clinton Square
Rochester,NY14604
N/A PC ROC2025 Capacity Building 666,667

Invest Detroit Foundation
600 Renaissance Center Suite 1710
Detroit,MI48243
N/A PC Strategic Neighborhood Fund 3 3,000,000

Launch NY
77 Goodell Street Suite 201
Buffalo,NY14203
N/A PC Ensuring a Mature, Sustainable Venture Development Organization 2,000,000

Lawrence Technological University
21000 W Ten Mile Road
Southfield,MI48075
N/A PC Growing the Accelerator's Capacity to Support Advanced Manufacturing 1,250,000

Michigan Founders Fund
206 E Huron Street Suite 305
Ann Arbor,MI48104
N/A PC Michigan Founders Fund Expansion & Staffing 600,000

Michigan Street African American Heritage Corridor Commission
136 Broadway Street Suite 101
Buffalo,NY14203
N/A PC Michigan Street AAHC: Capacity & Program Support 1,700,000

NextCorps Inc
260 East Main Street Suite 6000
Rochester,NY14604
N/A PC Regional Startup Incubation Capacity Building 450,000

Niagara Falls National Heritage Area Inc
Timon Hall Room 125 PO Box 1932
Niagara University,NY14109
N/A PC NFNHA Operational Support 250,000

Olean Business Development Corp
301 N Union Street
Olean,NY14760
N/A PC OBDC Entrepreneurial Capacity Support 300,000

Olean Business Development Corp
301 N Union Street
Olean,NY14760
N/A PC Entrepreneurship-Led Economic Development Strategy in Cattaraugus County 750,000

The Research Foundation for the State University of New York
UB Corporate and Foundation Relatio
Buffalo,NY142148028
N/A PC University at Buffalo Startup Ventures Cultivator Program 500,000

Advancing Macomb Foundation Inc
21 N Main St
Mount Clemens,MI48043
N/A PC Macomb County Nonprofit Support 400,000

Allegany County Area Foundation Inc
Crossroads Center 6087 State Rt 19N
Belmont,NY14813
N/A PC Operational Planning & Professional Development for Board and Staff 50,000

Ann Arbor Area Community Foundation
301 N Main Street Suite 300
Ann Arbor,MI48104
N/A PC Capacity Support for Rural Areas of Washtenaw County 50,000

Causewave Community Partners
274 North Goodman Street B269
Rochester,NY14607
N/A PC Community Capacity Building 300,000

Citizens Research Council of Michigan
38777 Six Mile Road Suite 208
Livonia,MI48152
N/A PC Inform Our Work Grant 50,000

Community Foundation for Southeast Michigan
333 West Fort Street Suite 2010
Detroit,MI482263134
N/A PC Capacity for rural portions of Oakland and Macomb counties 50,000

Community Foundation for Southeast Michigan
333 West Fort Street Suite 2010
Detroit,MI482263134
N/A PC Capacity building for CF for Livingston County 50,000

Council of Michigan Foundations
3101 E Grand Blvd Suite 300
Detroit,MI48202
N/A PC General Operating Support 100,000

Data Driven Detroit
440 Burroughs St Suite 330
Detroit,MI48202
N/A NC Continued Regional Data Support for SEMI's Nonprofit Sector 300,000

Michigan Community Resources
440 Burroughs St Suite 316
Detroit,MI48202
N/A PC Continued General Operating Support 400,000

NY Funders Alliance Initiatives Fund
431 E Fayette Street
Syracuse,NY13202
N/A SO I Western New York Nonprofit Support Group 3,324,189

Rochester Area Community Foundation
500 East Avenue
Rochester,NY146071912
N/A PC Capacity building for Genesee and Orleans Counties 103,000

BUDC
95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park: Play Garden + Phase 2 GMP Advance 2,000,000

BUDC
95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park: Phase 1 GMP Package 2 2,000,000

BUDC
95 Perry Street 404
Buffalo,NY14203
N/A PC Ralph Wilson Park Capacity Grant 2,000,000

Buffalo Niagara Waterkeeper Inc
721 Main Street
Buffalo,NY14203
N/A PC Ralph Wilson Park/ Shoreline Implementation & Capacity 2,725,000

Community Foundation for Greater Buffalo
726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Bicycle and Pedestrian Access via Shoreline Trail 200,000

Huron Waterloo Pathways Initiative
14800 East Old US-12
Chelsea,MI48118
N/A PC Border to Border Trail/ Barton Bandemer Tunnel 2,000,000

Lower Town Riverfront Conservancy
340 Beakes Street Ste 120
Ann Arbor,MI48104
N/A PC Broadway Park West 750,000

Parks & Trails New York
1 Steuben Place
Albany,NY12207
N/A PC WNY Trail Towns Seed Grant Program 268,550

Pontiac Community Foundation
79 Oakland Ave
Pontiac,MI48342
N/A PC Downtown Pontiac Clinton River Trail 4,293,000

Southeast Michigan Foundation for Public Spaces
333 W Fort Street Suite 2010
Detroit,MI48226
N/A SO I Detroit Riverfront Finishline Fund 2,500,000

Atlantic Impact
111 E Kirby St
Detroit,MI48202
N/A PC Skilled Trades for Detroit Youth 450,000

Bing Youth Institute Inc
151 West Jefferson Avenue N/A
Detroit,MI48226
N/A PC BYI Workforce Development Initiative 200,000

Buffalo Center for Arts & Technology
1221 Main Street
Buffalo,NY14209
N/A PC WNY Advanced Manufacturing & Tech Coalition: Tech Training Expansion 150,000

Detroit Employment Solutions Corporation
115 Erskine
Detroit,MI48201
N/A PC Grow Detroit's Young Talent - Industry-Led Trainings 450,000

Economic Development Group DBA Northland Workforce Training Center
683 Northland Avenue
Buffalo,NY14211
N/A PC WNY Advanced Manufacturing & Tech Coalition: Clean Tech Training 500,000

Jamestown Community College Foundation
PO Box 20 525 Falconer Street
Jamestown,NY147020020
N/A SO III FI WNY Advanced Manufacturing & Tech Coalition: Advanced Manufacturing Technician Training 375,000

Neutral Zone
310 E Washington Street
Ann Arbor,MI48104
N/A PC Future Corps Expansion 356,500

RochesterWorks Inc
100 College Ave Suite 200
Rochester,NY14607
N/A PC Rochester Downtown Career Center 500,000

The Research Foundation for the State University of New York
UB Corporate and Foundation Relatio
Buffalo,NY142148028
N/A PC WNY Advanced Manufacturing & Tech Coalition: Gen-Tech Training Program 135,000

Trocaire College
360 Choate Ave
Buffalo,NY14220
N/A PC WNY Advanced Manufacturing & Tech Coalition: Jump Start Plus 135,000

WIB Inc dba Chautauqua Works
4 East 3rd Street Suite 102
Jamestown,NY14701
N/A PC WNY Advanced Manufacturing & Tech Coalition: Workforce Investment Board Alignment 120,000

Young Adults Manufacturing Training Employment Program (YAMTEP)
282 Hollenbeck St
Rochester,NY14621
N/A PC Rochester Advanced Manufacturing Training 400,000

716 Squash
PO Box 372
Buffalo,NY14207
N/A PC Program Development and Expansion 100,000

City Swim Project
651 Delaware Avenue Suite 144
Buffalo,NY14202
N/A PC City Swim Project 195,000

Community Foundation for Greater Buffalo
726 Exchange Street Suite 525
Buffalo,NY14210
N/A PC Project Play Western New York 2,017,220

Detroit Lions Foundation
222 Republic Drive
Allen Park,MI48101
N/A PC Girls Flag Football League Development 265,000

Good Sports
1515 Washington Street Suite 300
Braintree,MA02184
N/A PC Good Sports Equity in Youth Sports Project 500,000

Leveling the Playing Field Inc
1140 Connecticut Ave NW Suite 1200
Washington,DC20036
N/A PC Leveling the Playing Field- Southeast Michigan 400,000

Natural Heritage Trust
625 Broadway
Albany,NY12207
N/A PC WNY Ladders to the Outdoors Program 336,334

Niagara Falls Boys & Girls Club
725 17th Street
Niagara Falls,NY14301
N/A PC Innovate & Inspire: Strengthening Boys & Girls Clubs Across WNY 1,000,000

NW Goldberg Cares
6122 15th Street
Detroit,MI48208
N/A PC PLAY NW GOLDBERG 199,900

Police Athletic League of Buffalo Inc
65 Niagara Square Floor 21
Buffalo,NY14202
N/A PC Capacity-Building Implementation Support 220,000

The Aspen Institute Sports & Society Program
2300 N Street NW Suite 700
Washington,DC20037
N/A PC Aspen Institute Project Play 330,400

The Champion Project
425 Meyer Road
West Seneca,NY14224
N/A PC Volley Power 225,000

The Yunion
1129 Oakman Blvd
Detroit,MI48238
N/A PC Centering CATTA for Strategic Impact 245,000

West Side Rowing Club
1 Rotary Row
Buffalo,NY14201
N/A PC Community Outreach Rowing Program 214,815

Buffalo Bills Foundation Inc
1 Bills Drive
Orchard Park,NY14127
N/A PF WNY Girls Modified Flag Football 250,000

The Western New York Foundation
2495 Main Street Suite 464
Buffalo,NY14214
N/A PF iCAP Expansion 1,690,350
Total ................................. right arrow 3b 69,694,973
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
  0   0 0
4 Dividends and interest from securities ....     14 36,160,073  
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 ............
    18 42,092,039  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS INCOME
    18 -2,525,644  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 75,726,468 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
75,726,468
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
THE RALPH C WILSON JR FOUNDATION
 
Employer identification number

45-0921232
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
THE RALPH C WILSON JR FOUNDATION
 
Employer identification number
45-0921232
Part I
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
RALPH C WILSON JR IRREVOCABLE TRUST
 
63 KERCHEVAL AVENUE STE 200
 
GROSSE POINTE FARMS, MI482363652

$ 100,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
THE RALPH C WILSON JR FOUNDATION
 
Employer identification number

45-0921232
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
THE RALPH C WILSON JR FOUNDATION
 
Employer identification number

45-0921232
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1

TY 2024 AccountingFeesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 79,370 20,625   58,745

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TY 2024 DepreciationSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
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
      0 SL 7.0 282,972 3,537 0  

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TY 2024 ExpenditureResponsibilityStmt
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
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 WESTERN NEW YORK FOUNDATION
 
2496 MAIN ST STE 464
BUFFALO,NY14214
2019-03-08 2,000,000 TO FUND WESTERN NEW YORK FOUNDATION'S IMPACT CAPACITY ASSESSMENT PROGRAM (ICAP) 2,000,000 NO REASON TO BELIEVE THIS HAS OCCURRED MONTHLY FROM JUN 2021 TO DEC 2024    
THE WESTERN NEW YORK FOUNDATION
 
2495 MAIN ST STE 464
BUFFALO,NY14214
2024-01-19 2,535,525 TO SUPPORT THE EXPANSION OF THE IMPACT CAPACITY ASSESSMENT PROGRAM TO PROVIDE IN-DEPTH CAPACITY PLANNING AND IMPLEMENTATION SUPPORT FOR SMALL TO MID-SIZE ORGANIZATIONS 43,180 NO REASON TO BELIEVE THIS HAS OCCURRED 5/24/2024, 8/26/2024, 10/31/24    
ERIE 2-CHAUTAUQUA-CATTARAUGUS BOCES EDUCATIONAL FOUNDATION
 
9520 FREDONIA-STOCKTON RD
FREDONIA,NY14063
2022-02-01 240,000 TO COMPLETE A COMPREHENSIVE NEEDS ASSESSMENT TO IMPROVE CAREER AND TECHNICAL EDUCATION PROGRAMS FOR YOUNG ADULTS IN THE SOUTHERN TIER. 240,000 NO REASON TO BELIEVE THIS HAS OCCURRED 02/28/2023, 11/23/2023, 10/29/2024    
DATA DRIVEN DETROIT
 
440 BURROUGHS ST STE 330
DETROIT,MI48202
2022-06-01 350,000 TO SUPPORT REGIONAL DATA CAPACITY, PROGRAMMING, AND INFRASTRUCTURE FOR SE MICHIGAN'S NONPROFIT SECTOR. 350,000 NO REASON TO BELIEVE THIS HAS OCCURRED QUARTERLY FROM 09/01/2022 TO 05/31/2024    
DATA DRIVEN DETROIT
 
440 BURROUGHS ST STE 330
DETROIT,MI48202
2024-05-03 450,000 TO SUPPORT A KEY INTERMEDIARY WORKING TO BUILD A COMMUNITY-CENTERED DATA INFRASTRUCTURE TO SUPPORT SOUTHEAST MICHIGAN NONPROFITS. 108,425 NO REASON TO BELIEVE THIS HAS OCCURRED 10/31/2024, 12/31/2024    
BUFFALO BILLS FOUNDATION INC
 
1 BILLS DRIVE
ORCHARD PARK,NY14127
2024-09-11 400,000 TO SUPPORT GIRLS FLAG FOOTBALL PROGRAMS AT MIDDLE SCHOOLS THROUGHOUT WESTERN NEW YORK AND HELP ADD FLAG FOOTBALL AS A SPECIAL OLYMPICS UNIFIED SPORT AT LOCAL HIGH SCHOOLS 0 NO REASON TO BELIEVE THIS HAS OCCURRED 1/31/2025    

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TY 2024 GainLossSaleOtherAssetsSch
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
PUBLICLY TRADED SECURITIES   P     514,009,611 471,917,572     42,092,039  

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Name of Bond End of Year Book Value End of Year Fair Market Value
2023 CORPORATE BONDS 0 0
WALT DISNEY CO/THE 493,913 493,913
COMCAST CORP 394,023 394,023
INTERNATIONAL BUSINESS MACHINES CORP 395,444 395,444
FLORIDA POWER & LIGHT CO 457,838 457,838
MIDAMERICAN ENERGY CO 6.75% 12/30/2031 DTD 02/08/2002 1,273,345 1,273,345
ABBVIE INC SR NTS 4.25% 11/14/2028 DTD 09/18/2018 744,467 744,467
AMERN EXPRESS CO SR NTS 5.85% 11/05/2027 DTD 11/07/2022 541,265 541,265
ANHEUSER-BUSCH INBEV WOR 3.5% 06/01/2030 DTD 04/03/2020 731,291 731,291
AON CORP 2.8% 05/15/2030 DTD 05/15/2020 147,022 147,022
BECTON DICKINSON AND CO 3.700% 06/06/2027 DTD 06/06/2017 752,756 752,756
BK OF AMER CORP SR NTS MTN VAR RT 01/20/2028 DTD 01/20/2017 1,604,972 1,604,972
BK OF NY MELLON CORP MTN 3.3% 08/23/2029 DTD 08/23/2017 761,744 761,744
BOOKING HOLDINGS INC SR NTS 3.6% 06/01/2026 DTD 05/23/2016 745,185 745,185
BP CAP MARKETS AMER 3.017% 01/16/2027 DTD 12/14/2018 121,154 121,154
BP CAP MARKETS PLC 3.723% 11/28/2028 DTD 11/28/2016 692,667 692,667
CHEVRON USA INC 3.25% 10/15/2029 DTD 01/06/2021 748,115 748,115
CIGNA GROUP/THE 4.125% 11/15/2025 DTD 08/27/2019 119,391 119,391
CITIGROUP INC SR NTS 3.2% 10/21/2026 DTD 10/21/2016 720,617 720,617
COMCAST CORP 4.15% 10/15/2028 DTD 10/05/2018 731,426 731,426
COMWLTH EDISON CO 2.55% 06/15/2026 DTD 06/27/2016 752,746 752,746
CROWN CASTLE INC SR NTS 3.65% 09/01/2027 DTD 08/01/2017 635,184 635,184
CSX CORP SR NTS 2.6% 11/01/2026 DTD 10/18/2016 894,256 894,256
CVS HEALTH CORP SR NTS 3.875% 07/20/2025 DTD 07/20/2015 119,228 119,228
DUKE ENERGY CORP SR NTS 0.9% 09/15/2025 DTD 09/11/2020 783,197 783,197
DUPONT DE NEMOURS INC SR NTS 4.493% 11/15/2025 DTD 11/28/2018 659,348 659,348
EATON CORP 3.103% 09/15/2027 DTD 09/15/2017 120,377 120,377
ECOLAB INC SR NTS 2.7% 11/01/2026 DTD 10/18/2016 658,553 658,553
ELEVANCE HEALTH INC SR NTS 3.65% 12/01/2027 DTD 11/21/2017 802,585 802,585
FISERV INC SR NTS 2.65% 06/01/2030 DTD 05/13/2020 123,743 123,743
GEN MLS INC SR NTS 2.875% 04/15/2030 DTD 04/03/2020 751,020 751,020
GILEAD SCIENCES INC SR NTS 3.5% 02/01/2025 DTD 11/17/2014 1,019,615 1,019,615
GOLDMAN SACHS GROUP INC SR NTS VAR RT 10/21/2027 DTD 10/21/2021 1,307,416 1,307,416
HCA INC 3.5% 09/01/2030 DTD 02/26/2020 544,920 544,920
HCA INC 5.875% 02/01/2029 DTD 01/30/2019 447,040 447,040
IL TOOL WORKS INC SR NTS 2.65% 11/15/2026 DTD 11/07/2016 757,434 757,434
INTERCONTINENTALEXCHANGE 3.1% 09/15/2027 DTD 08/17/2017 743,778 743,778
INTUIT INC SR NTS 1.35% 07/15/2027 DTD 06/29/2020 774,939 774,939
KEURIG DR PEPPER INC 3.4% 11/15/2025 DTD 11/09/2015 546,318 546,318
KEURIG DR PEPPER INC 4.597% 05/25/2028 DTD 05/31/2019 143,721 143,721
KIMBERLY-CLARK CORP SR NTS 3.95% 11/01/2028 DTD 10/29/2018 733,096 733,096
KRAFT HEINZ FOODS CO 3.875% 05/15/2027 DTD 01/19/2021 739,739 739,739
LOCKHEED MARTIN CORP SR NTS 5.1% 11/15/2027 DTD 10/24/2022 721,935 721,935
LOWE'S COS INC SR NTS 1.7% 09/15/2028 DTD 09/20/2021 152,090 152,090
LOWE'S COS INC SR NTS 3.65% 04/05/2029 DTD 04/05/2019 942,732 942,732
MCDONALD'S CORP SR NTS MTN 2.125% 03/01/2030 DTD 03/05/2020 909,062 909,062
MORGAN STANLEY MTN 4.35% 09/08/2026 DTD 09/08/2014 734,291 734,291
MORGAN STANLEY SR NTS MTN VAR RT 04/20/2029 DTD 04/21/2023 641,801 641,801
NETFLIX INC SR NTS 5.875% 11/15/2028 DTD 04/26/2018 729,511 729,511
NUTRIEN LTD SR NTS 4.9% 03/27/2028 DTD 03/27/2023 659,734 659,734
NVIDIA CORP SR NTS 1.55% 06/15/2028 DTD 06/16/2021 776,410 776,410
ORACLE CORP 2.950% 05/15/2025 DTD 05/05/2015 673,262 673,262
O'REILLY AUTOMOTIVE INC SR NTS 3.6% 09/01/2027 DTD 08/17/2017 752,982 752,982
PAYPAL HOLDINGS INC SR NTS 2.65% 10/01/2026 DTD 09/26/2019 697,376 697,376
PAYPAL HOLDINGS INC SR NTS 3.9% 06/01/2027 DTD 05/23/2022 147,861 147,861
PHILIP MORRIS INTL INC SR NTS 4.875% 02/15/2028 DTD 02/15/2023 571,369 571,369
PUB STORAGE OP CO 1.95% 11/09/2028 DTD 11/09/2021 769,538 769,538
REP SERVICES INC SR NTS 3.375% 11/15/2027 DTD 11/16/2017 149,863 149,863
REP SERVICES INC SR NTS 4.875% 04/01/2029 DTD 03/28/2023 598,605 598,605
ROPER TECHNOLOGIES INC SR NTS 2.95% 09/15/2029 DTD 08/26/2019 758,269 758,269
RTX CORP SR NTS 2.25% 07/01/2030 DTD 05/18/2020 126,114 126,114
SABINE PASS LIQUEFACTION SR NTS 4.2% 03/15/2028 DTD 07/17/2017 742,025 742,025
SPRINT CAP CORP 6.875% 11/15/2028 DTD 11/16/1998 143,300 143,300
TJX COS INC SR NTS 2.25% 09/15/2026 DTD 09/12/2016 759,563 759,563
UN PAC CORP SR NTS 3.7% 03/01/2029 DTD 02/19/2019 744,661 744,661
UNITEDHEALTH GROUP INC SR NTS 2.875% 08/15/2029 DTD 07/25/2019 915,556 915,556
UTD RENTALS NORTH AM 3.875% 11/15/2027 DTD 11/04/2019 148,493 148,493
VICI PROPERTIES LP SR NTS 4.375% 05/15/2025 DTD 04/29/2022 119,660 119,660
WALT DISNEY COMPANY/THE 2.0% 09/01/2029 DTD 09/06/2019 782,524 782,524
WELLS FARGO & CO SR NTS MTN 3.55% 09/29/2025 DTD 09/28/2015 738,995 738,995
WORKDAY INC SR NTS 3.5% 04/01/2027 DTD 04/01/2022 828,557 828,557
ZOETIS INC SR NTS 4.5% 11/13/2025 DTD 11/13/2015 723,240 723,240
ALTRIA GROUP INC 2.35% 05/06/2025 DTD 05/06/2020 2,007,654 2,007,654
AMAZON.COM INC SR NTS 1.2% 06/03/2027 DTD 06/03/2020 2,118,356 2,118,356
AMERN EXPRESS CO SR NTS VAR RT 04/23/2027 DTD 04/25/2024 1,788,978 1,788,978
AMERN EXPRESS CO SR NTS VAR RT 05/01/2026 DTD 05/01/2023 480,121 480,121
AMERN TOWER CORP SR NTS 1.3% 09/15/2025 DTD 06/03/2020 1,298,378 1,298,378
AMERN TOWER CORP SR NTS 2.75% 01/15/2027 DTD 10/03/2019 1,018,107 1,018,107
ANHEUSER-BUSCH CO/INBEV 3.65% 02/01/2026 DTD 05/13/2019 1,005,552 1,005,552
AON GLOBAL LTD 3.875% 12/15/2025 DTD 03/01/2016 749,292 749,292
AVALONBAY COMMUNITIES SR NTS MTN 2.95% 05/11/2026 DTD 05/11/2016 1,230,360 1,230,360
AVALONBAY COMMUNITIES SR NTS MTN 3.45% 06/01/2025 DTD 05/13/2015 1,039,336 1,039,336
BECTON DICKINSON AND CO 3.700% 06/06/2027 DTD 06/06/2017 2,269,985 2,269,985
BK OF AMER CORP SR NTS MTN VAR RT 04/23/2027 DTD 04/23/2019 2,154,831 2,154,831
BK OF AMER CORP SR NTS VAR RT 09/15/2027 DTD 09/15/2023 1,119,658 1,119,658
BLACKROCK INC SR NTS 3.2% 03/15/2027 DTD 03/28/2017 1,504,941 1,504,941
BP CAP MARKETS AMER 3.796% 09/21/2025 DTD 09/21/2018 995,484 995,484
BRISTOL-MYERS SQUIBB CO SR NTS 3.2% 06/15/2026 DTD 07/15/2020 392,902 392,902
BROADCOM CRP / CAYMN FI 3.875% 01/15/2027 DTD 02/14/2018 936,147 936,147
CANADIAN PAC RY 3.125% 06/01/2026 DTD 04/19/2023 1,274,382 1,274,382
CATERPILLAR FINL SVC SR NTS 5.15% 08/11/2025 DTD 08/11/2023 701,944 701,944
CATERPILLAR FINL SVC SR NTS MTN 5.05% 02/27/2026 DTD 02/27/2024 1,505,380 1,505,380
CHARTER COMM OPT LLC/CAP SR NTS 6.15% 11/10/2026 DTD 11/10/2023 1,482,717 1,482,717
CIGNA GROUP/THE 3.25% 04/15/2025 DTD 07/13/2020 2,010,266 2,010,266
CITIGROUP INC SR NTS 3.2% 10/21/2026 DTD 10/21/2016 729,369 729,369
CITIGROUP INC SR NTS 3.4% 05/01/2026 DTD 05/02/2016 884,482 884,482
CITIGROUP INC SR NTS VAR RT 06/09/2027 DTD 06/09/2021 622,699 622,699
COMCAST CORP 3.95% 10/15/2025 DTD 10/05/2018 746,101 746,101
CONSTELLATION BRANDS INC 3.5% 05/09/2027 DTD 05/09/2017 1,171,119 1,171,119
CSX CORP SR NTS 3.25% 06/01/2027 DTD 05/01/2017 1,002,583 1,002,583
DUPONT DE NEMOURS INC SR NTS 4.493% 11/15/2025 DTD 11/28/2018 1,251,863 1,251,863
ELEVANCE HEALTH INC SR NTS 2.375% 01/15/2025 DTD 09/09/2019 497,569 497,569
ELEVANCE HEALTH INC SR NTS 5.35% 10/15/2025 DTD 11/04/2022 1,491,080 1,491,080
ENERGY TRANSFER LP SR NTS 4.75% 01/15/2026 DTD 06/23/2015 1,248,237 1,248,237
EXELON CORP SR NTS 2.75% 03/15/2027 DTD 01/06/2023 1,512,919 1,512,919
FEDEX CORP 3.25% 04/01/2026 DTD 03/24/2016 1,503,326 1,503,326
FISERV INC SR NTS 3.2% 07/01/2026 DTD 06/24/2019 684,583 684,583
GEN MOTORS CO SR NTS 4.0% 04/01/2025 DTD 11/12/2014 678,334 678,334
GEN MOTORS FINL CO 4.0% 01/15/2025 DTD 01/12/2015 1,574,339 1,574,339
GILEAD SCIENCES INC SR NTS 3.65% 03/01/2026 DTD 09/14/2015 997,898 997,898
GOLDMAN SACHS GROUP INC SR NTS VAR RT 06/15/2027 DTD 06/13/2022 497,022 497,022
HCA INC 3.125% 03/15/2027 DTD 08/07/2023 962,349 962,349
HCA INC 5.375% 02/01/2025 DTD 01/16/2015 1,000,185 1,000,185
INTUIT INC SR NTS 0.95% 07/15/2025 DTD 06/29/2020 1,814,784 1,814,784
JOHN DEERE CAP CORP SR NTS MTN 4.05% 09/08/2025 DTD 09/08/2022 986,663 986,663
KELLANOVA SR NTS 3.25% 04/01/2026 DTD 03/07/2016 2,267,134 2,267,134
KENVUE INC 5.35% 03/22/2026 DTD 10/17/2023 978,969 978,969
KEURIG DR PEPPER INC 3.43% 06/15/2027 DTD 12/14/2016 1,266,834 1,266,834
KEURIG DR PEPPER INC 5.1% 03/15/2027 DTD 03/07/2024 1,008,939 1,008,939
KIMCO RLTY OP LLC 3.3% 02/01/2025 DTD 08/10/2017 1,013,399 1,013,399
L3HARRIS TECH INC SR NTS 5.4% 01/15/2027 DTD 07/31/2023 992,044 992,044
LAB CORP OF AMER 3.6% 02/01/2025 DTD 01/30/2015 1,578,295 1,578,295
LOWE'S COS INC SR NTS 4.8% 04/01/2026 DTD 03/30/2023 981,646 981,646
MORGAN STANLEY SR NTS MTN 6.25% 08/09/2026 DTD 08/09/2006 1,448,827 1,448,827
MORGAN STANLEY SR NTS VAR RT 01/28/2027 DTD 01/19/2023 1,540,209 1,540,209
NORTHROP GRUMMAN CORP SR NTS 2.93% 01/15/2025 DTD 10/13/2017 890,278 890,278
OCCIDENTAL PETRLM COR SR NTS 5.5% 12/01/2025 DTD 12/22/2020 992,760 992,760
ORACLE CORP SR NTS 5.8% 11/10/2025 DTD 11/09/2022 1,519,905 1,519,905
OTIS WORLDWIDE CORP SR NTS 2.056% 04/05/2025 DTD 09/04/2020 2,039,145 2,039,145
ROPER TECHNOLOGIES INC SR NTS 3.8% 12/15/2026 DTD 12/19/2016 1,510,998 1,510,998
RTX CORP SR NTS 5.75% 11/08/2026 DTD 11/08/2023 2,218,829 2,218,829
ST STR CORP SR NTS VAR RT 05/18/2026 DTD 05/18/2023 952,461 952,461
ST STR CORP SR NTS VAR RT 11/04/2026 DTD 11/04/2022 1,007,942 1,007,942
STARBUCKS CORP SR NTS 4.85% 02/08/2027 DTD 02/08/2024 1,006,816 1,006,816
T-MOBILE USA INC 3.75% 04/15/2027 DTD 05/21/2021 683,871 683,871
TORONTO-DOMINION BK SR NTS MTN 3.766% 06/06/2025 DTD 06/08/2022 597,763 597,763
TORONTO-DOMINION BK SR NTS MTN 5.532% 07/17/2026 DTD 07/17/2023 1,396,033 1,396,033
TOYOTA MTR CR CORP SR NTS MTN 3.0% 04/01/2025 DTD 04/01/2020 692,316 692,316
TWDC ENTERPRISES 18 CORP MTN 3.15% 09/17/2025 DTD 09/17/2015 2,009,714 2,009,714
TYCO ELECTRONICS GROUP S 3.7% 02/15/2026 DTD 01/28/2016 994,029 994,029
UNITEDHEALTH GROUP INC SR NTS 3.75% 07/15/2025 DTD 07/23/2015 1,005,820 1,005,820
WELLS FARGO & CO SR NTS 3.0% 04/22/2026 DTD 04/22/2016 1,007,474 1,007,474
WELLS FARGO & CO SR NTS MTN VAR RT 06/17/2027 DTD 06/17/2019 1,015,949 1,015,949
WILLIAMS COMPANIES INC SR NTS 3.75% 06/15/2027 DTD 06/05/2017 1,130,675 1,130,675
WORKDAY INC SR NTS 3.5% 04/01/2027 DTD 04/01/2022 1,774,086 1,774,086
XYLEM INC SR NTS 3.25% 11/01/2026 DTD 10/11/2016 1,003,971 1,003,971
ZOETIS INC SR NTS 3.0% 09/12/2027 DTD 09/12/2017 1,049,394 1,049,394
ZOETIS INC SR NTS 5.4% 11/14/2025 DTD 11/16/2022 1,211,306 1,211,306
ABBVIE INC SR NTS 3.2% 11/21/2029 DTD 11/17/2020 773,151 773,151
AMAZON.COM INC SR NTS 4.8% 12/05/2034 DTD 12/05/2014 1,766,619 1,766,619
AMERN EXPRESS CO SR NTS VAR RT 05/01/2034 DTD 05/01/2023 1,316,645 1,316,645
AMERN TOWER CORP SR NTS 2.95% 01/15/2025 DTD 06/13/2019 1,174,244 1,174,244
BK OF AMER CORP SR NTS VAR RT 04/25/2034 DTD 04/25/2023 2,122,021 2,122,021
BOOZ ALLEN HAMILTON INC 5.95% 08/04/2033 DTD 08/04/2023 710,468 710,468
BP CAP MARKETS AMER 5.227% 11/17/2034 DTD 05/17/2024 1,349,291 1,349,291
BROADCOM INC 4.11% 09/15/2028 DTD 08/07/2020 1,269,868 1,269,868
CADENCE DESIGN SYS INC SR NTS 4.7% 09/10/2034 DTD 09/10/2024 1,390,160 1,390,160
CHURCH & DWIGHT CO INC SR NTS 2.3% 12/15/2031 DTD 12/10/2021 711,405 711,405
CLOROX CO SR NTS 4.6% 05/01/2032 DTD 05/11/2022 1,300,367 1,300,367
COCA-COLA CO/THE SR NTS 5.0% 05/13/2034 DTD 05/13/2024 1,665,401 1,665,401
COMCAST CORP 4.2% 08/15/2034 DTD 08/12/2014 1,473,318 1,473,318
CONSTELLATION BRANDS INC SR NTS 2.875% 05/01/2030 DTD 04/27/2020 656,749 656,749
CONSTELLATION BRANDS INC SR NTS 4.75% 05/09/2032 DTD 05/09/2022 654,067 654,067
DTE ELEC CO 5.2% 03/01/2034 DTD 02/29/2024 1,389,735 1,389,735
ELEVANCE HEALTH INC SR NTS 5.375% 06/15/2034 DTD 05/30/2024 877,121 877,121
ELI LILLY & CO SR NTS 4.6% 08/14/2034 DTD 08/14/2024 676,855 676,855
ERP OPER LP SR NTS 4.65% 09/15/2034 DTD 09/11/2024 1,384,473 1,384,473
EXXON MOBIL CORP SR NTS 2.61% 10/15/2030 DTD 04/15/2020 490,043 490,043
FISERV INC SR NTS 5.15% 08/12/2034 DTD 08/12/2024 1,382,640 1,382,640
FL PWR & LT CO 5.625% 04/01/2034 DTD 04/04/2003 946,569 946,569
GILEAD SCIENCES INC SR NTS 5.25% 10/15/2033 DTD 09/14/2023 898,268 898,268
GOLDMAN SACHS GROUP INC SR NTS VAR RT 10/24/2034 DTD 10/24/2023 1,617,769 1,617,769
HCA INC 5.45% 09/15/2034 DTD 08/12/2024 1,379,188 1,379,188
HONEYWELL INTL SR NTS 4.5% 01/15/2034 DTD 05/17/2023 1,278,565 1,278,565
INTUIT INC SR NTS 5.2% 09/15/2033 DTD 09/15/2023 1,417,811 1,417,811
KEURIG DR PEPPER INC 5.3% 03/15/2034 DTD 03/07/2024 1,087,967 1,087,967
LOCKHEED MARTIN CORP SR NTS 4.75% 02/15/2034 DTD 05/25/2023 849,052 849,052
LUBRIZOL CORP 6.5% 10/01/2034 DTD 09/28/2004 731,294 731,294
MASTERCARD INC SR NTS 4.875% 05/09/2034 DTD 05/09/2024 1,210,948 1,210,948
META PLATFORMS INC SR NTS 4.75% 08/15/2034 DTD 08/09/2024 1,387,136 1,387,136
MONDELEZ INTL SR NTS 2.625% 03/17/2027 DTD 03/17/2022 621,742 621,742
MONDELEZ INTL SR NTS 4.75% 08/28/2034 DTD 08/28/2024 784,565 784,565
MOODY'S CORP SR NTS 5.0% 08/05/2034 DTD 08/05/2024 1,384,083 1,384,083
MORGAN STANLEY SR NTS MTN VAR RT 07/21/2034 DTD 07/21/2023 2,234,305 2,234,305
NETFLIX INC SR NTS 4.9% 08/15/2034 DTD 08/01/2024 1,371,025 1,371,025
NORTHROP GRUMMAN CORP SR NTS 4.9% 06/01/2034 DTD 01/31/2024 750,953 750,953
ORACLE CORP SR NTS 4.3% 07/08/2034 DTD 07/08/2014 1,498,392 1,498,392
PHILIP MORRIS INTL INC SR NTS 3.375% 08/15/2029 DTD 05/01/2019 989,853 989,853
PNC FINL SERVICES SR NTS VAR RT 10/20/2034 DTD 10/20/2023 1,091,562 1,091,562
PROLOGIS LP SR NTS 5.125% 01/15/2034 DTD 06/28/2023 1,300,833 1,300,833
PUB SVC ELEC MTN 5.2% 03/01/2034 DTD 03/01/2024 886,429 886,429
QUEST DIAGNOSTICS INC SR NTS 5.0% 12/15/2034 DTD 08/19/2024 1,388,515 1,388,515
REP SERVICES INC SR NTS 5.0% 04/01/2034 DTD 03/28/2023 1,428,955 1,428,955
ROPER TECHNOLOGIES INC SR NTS 4.9% 10/15/2034 DTD 08/21/2024 918,480 918,480
RTX CORP SR NTS 6.1% 03/15/2034 DTD 11/08/2023 1,121,440 1,121,440
SABINE PASS LIQUEFACTION SR NTS 4.2% 03/15/2028 DTD 07/17/2017 1,308,308 1,308,308
ST STR CORP SR NTS VAR RT 01/26/2034 DTD 01/26/2023 1,333,320 1,333,320
STRYKER CORP SR NTS 4.625% 09/11/2034 DTD 09/11/2024 1,388,152 1,388,152
SYSCO CORP 3.75% 10/01/2025 DTD 09/28/2015 1,420,723 1,420,723
TARGET CORP SR NTS 4.5% 09/15/2034 DTD 09/06/2024 1,387,825 1,387,825
THERMO FISHER SCIENTIFIC SR NTS 2.0% 10/15/2031 DTD 08/23/2021 661,481 661,481
T-MOBILE USA INC 5.15% 04/15/2034 DTD 01/12/2024 1,387,228 1,387,228
UN PAC CORP SR NTS 2.8% 02/14/2032 DTD 02/14/2022 676,494 676,494
UNILEVER CAP CORP 4.625% 08/12/2034 DTD 08/12/2024 1,376,675 1,376,675
UNITEDHEALTH GROUP INC SR NTS 5.15% 07/15/2034 DTD 07/25/2024 784,391 784,391
US BANCORP SR NTS VAR RT 06/12/2034 DTD 06/12/2023 774,742 774,742
VERISIGN INC SR NTS 4.75% 07/15/2027 DTD 09/19/2017 619,212 619,212
WALT DISNEY COMPANY/THE 3.8% 03/22/2030 DTD 03/23/2020 555,134 555,134
WALT DISNEY COMPANY/THE 6.2% 12/15/2034 DTD 11/22/2019 598,361 598,361
WELLS FARGO & CO SR NTS MTN VAR RT 07/25/2034 DTD 07/25/2023 1,677,758 1,677,758
XYLEM INC SR NTS 3.25% 11/01/2026 DTD 10/11/2016 1,318,808 1,318,808
ZOETIS INC SR NTS 5.6% 11/16/2032 DTD 11/16/2022 1,407,294 1,407,294
DUPONT DE NEMOURS INC 1,304,870 1,304,870
GE CAPITAL INTERNATIONAL FUNDING CO UNLIMITED CO 1,287,858 1,287,858
TOYOTA MOTOR CREDIT CORP 1,224,074 1,224,074
COMCAST CORP 1,304,094 1,304,094
DUKE ENERGY CORP 1,308,267 1,308,267
SOUTHERN CO/THE 1,129,703 1,129,703
BAKER HUGHES HOLDINGS LLC / BAKER HUGHES CO-OBLIGOR INC 1,205,995 1,205,995
HONEYWELL INTERNATIONAL INC 1,179,731 1,179,731
PFIZER INC 779,539 779,539
APPLE INC 775,560 775,560
TRUIST BANK 1,284,001 1,284,001
UNITED PARCEL SERVICE INC 772,758 772,758
WEC ENERGY GROUP INC 1,331,525 1,331,525
BARCLAYS PLC FXD TO 112025 VARTHRAFTR 7.3250% 1,339,214 1,339,214
AIR LEASE CORP 1,438,724 1,438,724
GOLDMAN SACHS GROUP INC/THE FXD TO 122025 VAR THRAFTR 1.093% 1,255,966 1,255,966
MARRIOTT INTERNATIONAL INC/MD 1,324,226 1,324,226
AMGEN INC 1,257,080 1,257,080
ALLSTATE CORP/THE 651,564 651,564
RTX CORP 1,272,994 1,272,994
BANK OF AMERICA CORP FXD TO 122027 VAR THRAFTR 3.4190% 1,343,223 1,343,223
PHILIP MORRIS INTERNATIONAL INC 1,191,312 1,191,312
VERIZON COMMUNICATIONS INC 667,888 667,888
EXXON MOBIL CORP 717,580 717,580
PNC FINL SERVICES GRP INC FXD TO 122027 VAR THRAFTR 5.354% 1,731,387 1,731,387
STARBUCKS CORP 703,503 703,503
PROLOGIS LP 1,470,454 1,470,454
GENERAL MOTORS CO 1,578,714 1,578,714
FISERV INC 1,377,502 1,377,502
THERMO FISHER SCIENTIFIC INC 1,173,886 1,173,886
ENTERPRISE PRODUCTS OPERATING LLC 1,379,547 1,379,547
DIAGEO CAPITAL PLC 1,260,483 1,260,483
JOHN DEERE CAPITAL CORP 1,017,863 1,017,863
CENTENE CORP 1,421,678 1,421,678
VISA INC 396,051 396,051
ELEVANCE HEALTH INC 390,369 390,369
BAKER HUGHES HOLDINGS LLC / BAKER HUGHES CO-OBLIGOR INC 386,229 386,229
MARATHON PETROLEUM CORP 402,995 402,995
PFIZER INC 389,769 389,769
ECOLAB INC 338,019 338,019
SIMON PROPERTY GROUP LP 388,261 388,261
GOLDMAN SACHS GROUP INC/THE 392,846 392,846
AIR LEASE CORP 387,680 387,680
ALLSTATE CORP/THE 325,782 325,782
SPRINT CAPITAL CORP 428,318 428,318
JOHNSON & JOHNSON 2,145,494 2,145,494
RTX CORP 391,691 391,691
WILLIAMS COS INC/THE 369,317 369,317
HONEYWELL INTERNATIONAL INC 2,145,352 2,145,352
BP CAPITAL MARKETS AMERICA INC 2,162,734 2,162,734
METLIFE INC 2,281,498 2,281,498
S&P GLOBAL INC 360,293 360,293
ENBRIDGE INC 1,790,485 1,790,485
VERIZON COMMUNICATIONS INC 2,055,324 2,055,324
EQUINIX INC 369,217 369,217
PROLOGIS LP 2,223,456 2,223,456
REPUBLIC SERVICES INC 2,177,582 2,177,582
EMERSON ELECTRIC CO 361,412 361,412
STARBUCKS CORP 351,751 351,751
COMCAST CORP 2,048,457 2,048,457
PEPSICO INC 334,257 334,257
MARSH & MCLENNAN COS INC 346,388 346,388
WEYERHAEUSER CO 345,392 345,392
DUKE ENERGY FLORIDA LLC 359,845 359,845
NEWMONT CORP 86,907 86,907
LOCKHEED MARTIN CORP 2,175,799 2,175,799
HOME DEPOT INC/THE 399,564 399,564
KINDER MORGAN INC 2,156,763 2,156,763
MERCK & CO INC 335,218 335,218
CSX CORP 338,893 338,893
THERMO FISHER SCIENTIFIC INC 359,669 359,669
BRISTOL-MYERS SQUIBB CO 382,225 382,225
AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST 1,888,074 1,888,074
UNILEVER CAPITAL CORP 106,994 106,994
FEDEX CORP 2,194,642 2,194,642
DOMINION ENERGY INC 363,409 363,409
LOWE'S COS INC 2,246,211 2,246,211
SUMITOMO MITSUI FINANCIAL GROUP INC 2,337,070 2,337,070
UNITEDHEALTH GROUP INC 387,615 387,615
DISCOVER FINANCIAL SERVICES 386,507 386,507
DUPONT DE NEMOURS INC 400,719 400,719
PHILIP MORRIS INTERNATIONAL INC 471,670 471,670
INTEL CORP 359,823 359,823
NEXTERA ENERGY CAPITAL HOLDINGS INC 328,091 328,091
CVS HEALTH CORP 963,982 963,982
ORACLE CORP 2,070,891 2,070,891
AT&T INC 2,254,582 2,254,582
CHARLES SCHWAB CORP/THE 343,629 343,629
SHELL FINANCE US INC 243,078 243,078
MARRIOTT INTERNATIONAL INC/MD 1,818,928 1,818,928
REALTY INCOME CORP 2,387,340 2,387,340
T-MOBILE USA INC 2,205,975 2,205,975
WALT DISNEY CO/THE 467,050 467,050
ARCHER-DANIELS-MIDLAND CO 2,133,197 2,133,197
AMAZON.COM INC 2,202,083 2,202,083
TOYOTA MOTOR CORP 2,292,856 2,292,856
MASTERCARD INC 399,945 399,945
FORD MOTOR CREDIT CO LLC 2,285,580 2,285,580
FIFTH THIRD BANK NA 2,024,895 2,024,895
LLOYDS BANKING GROUP PLC 2,009,463 2,009,463
WELLTOWER OP LLC 1,999,047 1,999,047
DUPONT DE NEMOURS INC 2,007,492 2,007,492
KEYCORP FXD TO 052024 VAR THRAFTR 5.8042% 1,511,218 1,511,218
SUMITOMO MITSUI FINANCIAL GROUP INC 1,980,847 1,980,847
DR HORTON INC 1,088,394 1,088,394
CVS HEALTH CORP 404,478 404,478
UNITED STATES TREASURY BILL 2,262,595 2,262,595
CAMPBELL SOUP CO 1,211,185 1,211,185
ORACLE CORP 1,992,659 1,992,659
NEXTERA ENERGY CAPITAL HOLDINGS INC 2,050,587 2,050,587
AON GLOBAL LTD 1,987,934 1,987,934
MARRIOTT INTERNATIONAL INC/MD 2,023,187 2,023,187
SPECTRA ENERGY PARTNERS LP 2,014,681 2,014,681
DOMINION ENERGY INC 1,104,098 1,104,098
REALTY INCOME CORP 2,014,427 2,014,427
ENTERGY CORP 1,950,750 1,950,750
NATWEST GROUP PLC 1,011,332 1,011,332
BANK OF NOVA SCOTIA/THE 1,016,987 1,016,987
KEYBANK NA/CLEVELAND OH 1,018,336 1,018,336
HCA INC 2,009,647 2,009,647
WILLIAMS COS INC/THE 1,952,763 1,952,763
KEYCORP 1,898,285 1,898,285
HCA INC 1,942,803 1,942,803
EXPEDIA GROUP INC 2,040,578 2,040,578
BAT INTERNATIONAL FINANCE PLC 1,934,096 1,934,096
KINDER MORGAN INC 1,901,552 1,901,552
AIR LEASE CORP 987,650 987,650
AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST 1,050,883 1,050,883
CAPITAL ONE FINANCIAL CORP 880,672 880,672
AERCAP IRELAND CAPITAL DAC / AERCAP GLOBAL AVIATION TRUST 1,923,989 1,923,989
EXELON CORP 1,931,554 1,931,554
GOLDMAN SACHS GROUP INC/THE FXD TO 022025 VAR THRAFTR 0.855% 998,371 998,371
TRANSCONTINENTAL GAS PIPE LINECO LLC 1,375,833 1,375,833
UBS GROUP AG 1,005,981 1,005,981
HSBC HOLDINGS PLC 1,985,030 1,985,030
BOSTON PROPERTIES LP 1,940,990 1,940,990
GENERAL MOTORS FINANCIAL CO INC 1,912,199 1,912,199
DELL INTERNATIONAL LLC / EMC CORP 1,456,817 1,456,817
WEYERHAEUSER CO 2,011,829 2,011,829
DISCOVER FINANCIAL SERVICES 1,996,694 1,996,694
CHARLES SCHWAB CORP/THE 1,052,231 1,052,231
CITIZENS FINANCIAL GROUP INC 979,817 979,817
GENERAL MOTORS FINANCIAL CO INC 2,024,868 2,024,868
ALLY FINANCIAL INC 1,992,646 1,992,646
AIR LEASE CORP 1,984,734 1,984,734
BOSTON PROPERTIES LP 2,002,287 2,002,287
FORD MOTOR CREDIT CO LLC 1,991,535 1,991,535
FORD MOTOR CREDIT CO LLC 1,456,988 1,456,988
OCCIDENTAL PETROLEUM CORP 2,039,663 2,039,663
FORD MOTOR CREDIT CO LLC 2,000,392 2,000,392
FORD MOTOR CREDIT CO LLC 983,624 983,624
FEDERAL NATIONAL MTG ASSN POOL AE7758 2,586 2,586

TY 2024 InvestmentsCorpStockSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
2023 CORPORATE STOCK 0 0
DOUBLELINE TOTAL RETURN I 4,437,894 4,437,894
HEALTH CARE SELECT SECTOR 573,942 573,942
FINANCIAL SELECT SECTOR SPDR 1,191,963 1,191,963
CONSUMER DISCRETIONARY SELT 243,195 243,195
INDUSTRIAL SELECT SECT SPDR 221,884 221,884
VANECK OIL SERVICES ETF 613,522 613,522
INVESCO S&P 500 EQUAL WEIGHT 1,127,079 1,127,079
VANECK SEMICONDUCTOR ETF 812,238 812,238
INVESCO QQQ TRUST SERIES 1 4,212,024 4,212,024
ISHARES CORE S&P MIDCAP ETF 2,127,824 2,127,824
ISHARES MSCI EUROPE FINANCIA 593,498 593,498
ISHARES CORE S&P MIDCAP ETF 1,677,136 1,677,136
VANGUARD FTSE EUROPE ETF 1,519,726 1,519,726
ISHARES MSCI ALL COUNTRY ASI 1,322,699 1,322,699
ISHARES MSCI UNITED KINGDOM 533,484 533,484
WISDOMTREE JAPAN HEDGED EQ 951,472 951,472
ISHARES CORE MSCI EMERGING 1,643,938 1,643,938
ISHARES CORE MSCI EMERGING 5,013,120 5,013,120
VANECK GOLD MINERS ETF 676,471 676,471
SPDR EURO STOXX 50 ETF 1,592,946 1,592,946
VANGUARD S&P 500 ETF(50.00%) 8,946,940 8,946,940
VANGUARD S&P 500 ETF(50.00%) 8,946,940 8,946,940
ISHARES S&P MIDCAP 400 INDEX(50.00%) 1,869,985 1,869,985
ISHARES S&P MIDCAP 400 INDEX(50.00%) 1,869,985 1,869,985
ISHARES CORE S&P SMALL CAP E(50.00%) 1,833,323 1,833,323
ISHARES CORE S&P SMALL CAP E(50.00%) 1,833,323 1,833,323
VANGUARD INTL EQUITY INDEX FD(73.00%) 7,385,508 7,385,508
VANGUARD INTL EQUITY INDEX FD(27.00%) 2,731,626 2,731,626
BROOKFIELD CORP CL A 265,994 265,994
CAMECO CORP 223,238 223,238
MAGNA INTERNATIONAL INC 86,881 86,881
ACCENTURE PLC IRELAND CL A 198,410 198,410
AKZO NOBEL NV ADR 102,791 102,791
ALCON INC 156,707 156,707
ASSA ABLOY AB UNSP ADR 146,209 146,209
ASHTEAD GROUP PLC ADR 173,106 173,106
COCA-COLA EUROPACIFIC PARTNERS 176,049 176,049
DIAGEO PLC SPON ADR NEW 157,768 157,768
DSM FIRMENICH AG ADR 145,309 145,309
ERSTE GROUP BANK AG SPONS ADR 230,988 230,988
EXPERIAN GP LTD ADR 137,978 137,978
GSK PLC ADR 122,361 122,361
HEINEKEN NV SPN ADR 91,590 91,590
HALEON PLC ADR 169,526 169,526
ING GROEP NV ADR 226,196 226,196
LVMH MOET HENNESSY LOUIS VUITT 130,954 130,954
MICHELIN COMPAGNIE GENERALE DE 162,253 162,253
MUENCHENER RUECK-UNSPONS ADR 161,004 161,004
ROCHE HOLDINGS ADR 171,575 171,575
RENTOKIL INITIAL PLC ADR 98,849 98,849
SAFRAN SA 214,192 214,192
SYMRISE AG UNSPONS ADR 134,220 134,220
TOTALENERGIES SE SPONSORED ADS 118,320 118,320
UNILEVER PLC (NEW) ADS 118,276 118,276
DAIKIN INDS LTD UNSPON ADR 106,406 106,406
PAN PAC INTL HLDGS CORP ADR 210,641 210,641
FANUC CORPORATION UNSP ADR 109,598 109,598
KUBOTA CP ADR 92,149 92,149
MONOTARO CO LTD ADR 199,586 199,586
NIDEC CORP 61,526 61,526
OTSUKA HOLDINGS CO LTD UNS ADR 188,900 188,900
SONY GROUP CORPORATION ADR 224,719 224,719
AIA GROUP LTD SPON ADR 82,247 82,247
DBS GROUP HOLDINGS LTD SP 194,724 194,724
CREDICORP LTD 167,371 167,371
EPAM SYSTEMS 32,735 32,735
AIA GROUP LTD SPON ADR 88,857 88,857
GLOBANT S.A 102,922 102,922
CAPITEC BANK HOLDINGS LTD ADR 101,821 101,821
JD COM INC SPON ADR CL A 62,545 62,545
MAKEMYTRIP LIMITED 42,442 42,442
MINTH GROUP LTD 34,828 34,828
MEITUAN ADR 132,055 132,055
PKO BANK POLSKI UNSPON ADR 46,211 46,211
TRIP COM GROUP LTD ADR 73,810 73,810
ALIBABA GROUP HLDG LTD 175,091 175,091
BANK RAKYAT INDONESIA ADR 76,772 76,772
BYD COMPANY LTD UNSPON ADR 51,961 51,961
CHINA MERCHANTS BK CO LTD UNSP 115,656 115,656
HDFC BANK LTD ADR 233,025 233,025
ICICI BANK LTD 190,208 190,208
PING AN INSURANCE ADR 98,322 98,322
PT BK NEGARA INDONESIA UN ADR 43,326 43,326
TENCENT HLDGS LTD UNSPON ADR 416,027 416,027
TAIWAN SMCNDCTR MFG CO LTD ADR 729,923 729,923
COSAN S A ADR 21,493 21,493
GRUPO FINANCIERO BANORTE SAB 50,499 50,499
WEG S.A. SPONSORED ADR 97,003 97,003
WAL-MART DE MEXICO SA SPON ADR 45,767 45,767
LM MARTIN CURRIE SMASH SER EM 2,010,382 2,010,382
AIRBNB INC CL A 63,734 63,734
ALPHABET INC CL A 222,617 222,617
BANK OF AMERICA CORP 134,223 134,223
BLACKROCK INC 35,126 35,126
CITIGROUP INC NEW 207,510 207,510
COMCAST CORP (NEW) CLASS A 123,173 123,173
CAPITAL ONE FINANCIAL CORP 153,534 153,534
CONOCOPHILLIPS 155,102 155,102
CVS HEALTH CORP COM 50,322 50,322
DEERE & CO 193,207 193,207
ELEVANCE HEALTH INC 75,993 75,993
EOG RESOURCES INC 148,322 148,322
FISERV INC 165,363 165,363
INTERCONTINENTAL EXCHANGE INC 165,103 165,103
MERCK & CO INC NEW COM 118,879 118,879
CHARLES SCHWAB NEW 185,469 185,469
TE CONNECTIVITY PLC 74,630 74,630
WELLS FARGO & CO NEW 144,273 144,273
CBRE GROUP INC - A 142,450 142,450
EQUIFAX INC 106,527 106,527
FIRST CITIZ BANCSHARES A 135,871 135,871
IQVIA HOLDINGS INC 145,417 145,417
LIBERTY BROADBAND CORP S-C 44,258 44,258
NASDAQ INC COM 122,923 122,923
AMER INTL GP INC NEW 176,977 176,977
ALLY FINANCIAL INC 125,675 125,675
BAXTER INTL INC 50,855 50,855
BANK OF NEW YORK MELLON CORP 149,972 149,972
CARLYLE GROUP INC 64,526 64,526
CHARTER COMMUNICATIONS INC 137,451 137,451
CENTENE CORPORATION 142,666 142,666
COREBRIDGE FINL INC 64,828 64,828
CORTEVA INC 138,356 138,356
DELTA AIR LINES INC NEW 104,968 104,968
GE HEALTHCARE TECHNOLOGIES INC 63,326 63,326
GENERAL MTRS CO 200,721 200,721
GENUINE PARTS CO 56,162 56,162
GLOBAL PAYMENT INC 128,421 128,421
KEURIG DR PEPPER INC COM 96,970 96,970
KROGER CO 158,807 158,807
KENVUE INC 124,150 124,150
MASCO CORP 77,069 77,069
PHILLIPS 66 COM 146,742 146,742
REINSURANCE GROUP OF AMERICA 64,730 64,730
STATE STREET CORP 138,293 138,293
WARNER BROS DISCOVERY INC SER 94,813 94,813
APA CORPORATION 87,927 87,927
BORG WARNER INC 59,670 59,670
CELANESE CORP SERIES A COM STK 38,066 38,066
FORTUNE BRANDS INNOVATIONS INC 90,879 90,879
MAGNA INTERNATIONAL INC 63,354 63,354
WILLIS TOWERS WATSON PLC LTD 135,320 135,320
AIRBNB INC CL A 287,394 287,394
ADOBE INC 315,278 315,278
BLACKSTONE INC 311,391 311,391
CHIPOTLE MEXICAN GRILL INC COM 204,779 204,779
INTUIT INC 256,428 256,428
INTUITIVE SURGICAL INC 253,151 253,151
ELI LILLY & CO 341,224 341,224
MICROSOFT CORP 335,936 335,936
NETFLIX INC 434,964 434,964
SERVICENOW INC 244,888 244,888
NVIDIA CORPORATION 383,532 383,532
SYNOPSYS INC 261,609 261,609
S&P GLOBAL INC COM 312,763 312,763
VISA INC CL A 369,451 369,451
VERTEX PHARMACEUTICALS 203,766 203,766
DANAHER CORPORATION 236,437 236,437
COPART INC 234,266 234,266
LULULEMON ATHLETICA INC 193,117 193,117
MSCI INC COM 210,604 210,604
TRADE DESK INC CLASS A 188,048 188,048
ASML HOLDING NV NY REG NEW 386,046 386,046
VANGUARD REAL ESTATE ETF 2,705,894 2,705,894
PIMCO COMM REAL RET STRAT I2 2,076,383 2,076,383
LAZARD GLB LSTD INFR PTF INST 2,648,256 2,648,256
ISHARES GOLD TRUST 1,018,965 1,018,965

TY 2024 InvestmentsGovtObligationsSch
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
US Government Securities - End of Year Book Value:

19,816,995
US Government Securities - End of Year Fair Market Value:

19,816,995
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
2023 OTHER INVESTMENTS FMV 0 0
SCHWAB U.S. TIPS ETF FMV 3,847,456 3,847,456
FIDELITY 500 INDEX-INST PRM FMV 12,993,828 12,993,828
FIDELITY 500 INDEX-INST PRM FMV 26,748,894 26,748,894
FIDELITY INTL INDX-INST PRM FMV 8,423,048 8,423,048
FIDELITY INTL INDX-INST PRM FMV 3,026,238 3,026,238
ISHARES MSCI CANADA ETF FMV 672,285 672,285
ISHARES MSCI JAPAN ETF FMV 2,147,603 2,147,603
ARTISAN INTL VAL-INST FMV 1,609,952 1,609,952
COHEN & STEERS REAL ESTATE-F FMV 5,129,521 5,129,521
PIMCO COMMODITYPL STRAT-INS FMV 809,679 809,679
BLACKROCK HIGH YIELD-K FMV 2,297,540 2,297,540
DODGE & COX INCOME FMV 4,752,941 4,752,941
FIDELITY CONS INCOME BOND-IS FMV 8,748,686 8,748,686
ISHARES 7-10 YEAR TREASURY B FMV 4,300,959 4,300,959
PIMCO TOTAL RETURN FUND-INST FMV 3,429,558 3,429,558
VANGUARD TOT BD MKT IDX-ADM FMV 9,945,442 9,945,442
CENTIVA OFFSHORE FUND, LTD. SERIES F - NEW ISSUES INELIGIBLE - HOLDBACK 0.00% FMV 47,176 47,176
VIRAGE CAPITAL PARTNERS (CAYMAN) SPC SP4 - F26153000 0.00% FMV 1,255,756 1,255,756
OASIS INVESTMENTS II OFFSHORE FEEDER LTD. - OMNI CLASS STOMNI-SPC 0.00% FMV 17,720 17,720
SABBY HEALTHCARE VOLATILITY FUND, LTD. - OMNI CLASS A-2017-01A 2023 0.00% FMV 72,409 72,409
VALUEACT CAPITAL INTERNATIONAL I LP - OMNI TRANCHE 1A 0.00% FMV 2,068 2,068
VALUEACT CAPITAL INTERNATIONAL LP (I+II) - OMNI - SERIES TRANCHE 2 0.00% FMV 197,243 197,243
VALUEACT CAPITAL INTERNATIONAL LP (I+II) - OMNI - SERIES TRANCHE 1 0.00% FMV 7,952 7,952
AURELIUS CAPITAL INTERNATIONAL II LTD. - OMNI CLASS B 102.19 0.00% FMV 140,746 140,746
AEOLUS PROPERTY CATASTROPHE KEYSTONE PF FUND LP - KEYSTONE PF UNITS - J20 SUB ACCOUNT 0.00% FMV 87,752 87,752
AEOLUS PROPERTY CATASTROPHE KEYSTONE PF FUND LP - KEYSTONE PF UNITS - J21 SUB ACCOUNT 0.00% FMV 222,317 222,317
AEOLUS PROPERTY CATASTROPHE KEYSTONE PF FUND LP - KEYSTONE PF UNITS MY21 SUB ACCOUNT 0.00% FMV 56,093 56,093
AEOLUS PROPERTY CATASTROPHE KEYSTONE PF FUND LP - KEYSTONE PF UNITS MY22 SUB ACCOUNT 0.00% FMV 14,658 14,658
ROKOS GLOBAL MACRO FUND LTD CLASS B - HOLDBACK 0.00% FMV 21,771 21,771
XANTIUM PARTNERS FUND LTD CLASS A HB SERIES 03 2023 HB 0.00% FMV 26,822 26,822
POINTER II LTD SPV FMV 2,168,047 2,168,047
KOPERNIK GAC OFFSHORE FUND FMV 2,748,569 2,748,569
CPI (CARLYLE PROPERTY) PRIVATE FMV 9,289,300 9,289,300
HPS CORPORATE LENDING FUND (HLEND) - FMV 11,227,888 11,227,888
PEG GLOBAL PRIVATE EQUITY VI FMV 60,409,620 60,409,620
PEG GLOBAL PRIVATE EQUITY VII FMV 54,115,200 54,115,200
HIGHBRIDGE CONVERTIBLE DISLOCATION FUND (CAYMAN), L.P. - CLASS A FMV 947,310 947,310
HPS CORE SENIOR LENDING OFFSHORE FUND (PB) II, L.P. - CLASS A FMV 7,596,240 7,596,240
ASF IX PRIVATE INVESTORS OFFSHORE FMV 1,612,320 1,612,320
GLOBAL TRANSPORT INCOME FUND FEEDER FMV 10,654,259 10,654,259
BLUE OWL RE NLP FUND P LP FMV 9,302,833 9,302,833
FORTRESS LENDING FUND II A FMV 2,389,954 2,389,954
FORTRESS LENDING FUND IIIA FMV 3,808,141 3,808,141
RCW PRIVATE INVESTMENTS FMV 645,677 645,677
JP MORGAN PRIVATE EQUITY LAG ADJUSTMENTS FMV 37,941 37,941
JP MORGAN PRIVATE INVESTMENTS LAG ADJUSTMENTS FMV 4,347,218 4,347,218
MORGAN STANLEY PRIVATE CREDIT LAG ADJUSTMENTS FMV 90,602 90,602

TY 2024 LandEtcSchedule2
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE FURNITURE & EQUIPMENT 255,880 190,940 64,940 64,940
LEASEHOLD IMPROVEMENTS 3,854,443 1,493,446 2,360,997 2,360,997


TY 2024 LegalFeesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 47,678 6,524   41,154


TY 2024 OtherAssetsSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LEASE VALUE 5,916,665 5,524,023 5,524,023


TY 2024 OtherDecreasesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
UNREALIZED LOSS 20,426,154


TY 2024 OtherExpensesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 198,899 4,459   194,440
OFFICE SUPPLIES, EQUIPMENT, AND FURNITURE 141,281 3,167   138,113
TELEPHONE EXPENSE 25,701 576   25,125
MISCELLANEOUS ADMINSTRATION 1,394 31   1,363
POSTAGE & DELIVERY 3,019 68   2,951
BANK FEES 1,842 1,842    
MEMBERSHIPS, DUES & SUBSCRIPTIONS 148,499 3,329   145,170
INVESTMENT MANAGEMENT FEES 2,570,086 2,570,086    


TY 2024 OtherIncomeSchedule2
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS INCOME -2,525,644 -2,525,644  
FORTRESS LENDING FUND II (A)   -1,251,235  
HPS CORE SENIOR LENDING OFFSHORE FUND (PB)   294,002  
FORTRESS LENDING FUND III (A)   433,780  
BLUE OWL REAL ESTATE   -134,061  
CPI (CARLYLE PROPERTY) PRIVATE INVESTOR LLC   -121,938  
GLOBAL TRANSPORT INCOME FUND FEEDER LLC   -8,514  
ARBOR VENTURE PARTNERS II, LLC   -9,833  
NORTH COAST TECHNOLOGY INVESTORS LP   -13,594  


TY 2024 OtherLiabilitiesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
LEASE OBLIGATION 5,992,128 5,651,391


TY 2024 OtherProfessionalFeesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GRANT EVALUATION, CONSULTANT, ETC. FEES 5,303,493     5,303,493
COMMUNICATION & MARKETING FEES 563,728     563,728
EXECUTIVE SEARCH CONSULTANTS 51,291     51,291
TECHNOLOGY AND RELATED EXPENSES 411,168 115,678   295,490


TY 2024 TaxesSchedule
Name:
THE RALPH C WILSON JR FOUNDATION
EIN:
45-0921232
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 849,972      
FOREIGN TAXES 413,317 413,317