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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
WILSON SHEEHAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 3085
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, OH45501
A Employer identification number

32-6266976
B Telephone number (see instructions)

(203) 258-9126
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$78,706,557J 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) 2,500,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17 17  
4 Dividends and interest from securities... 2,449,027 2,447,963  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,163,717
b Gross sales price for all assets on line 6a 15,699,147
7 Capital gain net income (from Part IV, line 2)... 3,177,150
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
350,336 0  
12 Total. Add lines 1 through 11........ 9,463,097 5,625,130  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 213,000 0   213,000
14 Other employee salaries and wages...... 80,000 0   80,000
15 Pension plans, employee benefits....... 14,650 0   14,650
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
23,049 0   23,049
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,079 0   23,079
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
480,395 474,097   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
211,443 2,676   19,327
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
169 0  
20 Occupancy.............. 9,000 0   9,000
21 Travel, conferences, and meetings....... 14,704 0   14,704
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
889,343 799,399   89,944
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,958,832 1,276,172   486,753
25 Contributions, gifts, grants paid....... 4,617,975 10,999,027
26 Total expenses and disbursements. Add lines 24 and 25 6,576,807 1,276,172   11,485,780
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,886,290
b Net investment income (if negative, enter -0-) 4,348,958
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 114,070 52,891 52,891
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 14,466,452 Click to see attachment
List of Attached Documents:
// Content
12,610,015 		27,120,800
c Investments—corporate bonds (attach schedule)....... 11,299,220 Click to see attachment
List of Attached Documents:
// Content
9,507,455 		9,547,585
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,352,428 Click to see attachment
List of Attached Documents:
// Content
37,528,372 		41,982,760
14 Land, buildings, and equipment: basis right arrow29,044
Less: accumulated depreciation (attach schedule) right arrow26,523 2,690 Click to see attachment
List of Attached Documents:
// Content
2,521 		2,521
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 63,234,860 59,701,254 78,706,557
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 19,272,190 12,891,138
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 19,272,190 12,891,138
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...........    
25 Net assets with donor restrictions............    
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 43,962,670 46,810,116
29 Total net assets or fund balances (see instructions)..... 43,962,670 46,810,116
30 Total liabilities and net assets/fund balances (see instructions). 63,234,860 59,701,254
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
43,962,670
2
Enter amount from Part I, line 27a .....................
2
2,886,290
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
46,848,960
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
38,844
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
46,810,116
Form 990-PF (2023)
Form 990-PF (2023)
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 STONEHILL INSTITUTIONAL PARTNERS P 2023-07-01 2024-06-30
b STONEHILL INSTITUTIONAL PARTNERS P 2023-07-01 2024-06-30
c STONEHILL INSTITUTIONAL PARTNERS P 2023-07-01 2024-06-30
d SHORT TERM P 2023-07-01 2024-06-30
e LONG TERM P 2023-07-01 2024-06-30
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 34,829     34,829
b 2,531,253   986,567 1,544,686
c 426,402     426,402
d 2,871,433   2,894,307 -22,874
e 9,835,230   8,641,123 1,194,107
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       34,829
b       1,544,686
c       426,402
d       -22,874
e       1,194,107
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 3,177,150
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 60,451
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 60,451
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 60,451
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 132,977
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 132,977
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 72,526
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow60,480 Refundedright arrow 11 12,046
Form 990-PF (2023)
Form 990-PF (2023)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowCT, OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWILSONSHEEHAN.ORG
14
The books are in care ofright arrowLORRAINE WILSON Telephone no.right arrow (203) 258-9126

Located atright arrow252 1ST AVE SNAPLESFL ZIP+4right arrow34102
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 2023, 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 (2023)
Form 990-PF (2023)
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHRISTOPHER E WILSON TRUSTEE
15.00 		0 0 0
252 1ST AVE S
NAPLES,FL34102
LORRAINE WILSON TRUSTEE
15.00 		0 0 0
252 1ST AVE S
NAPLES,FL34102
MAUREEN S MASSARO EXECUTIVE DIRECTOR
40.00 		213,000 10,650 0
PO BOX 3085
SPRINGFIELD,OH45501
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANDREA MASSARO GRANTS MANAGER
40.00 		80,000 4,000 0
PO BOX 3085
SPRINGFIELD,OH45501
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A 0
2  
All other program-related investments. See instructions.
3 Click to see attachment
List of Attached Documents:
// Content
0
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
75,575,361
b
Average of monthly cash balances.......................
1b
59,858
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
75,635,219
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
75,635,219
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,134,528
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
74,500,691
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,725,035
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,725,035
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
60,451
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
84,482
c
Add lines 2a and 2b............................
2c
144,933
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,580,102
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,580,102
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,580,102
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
11,485,780
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
11,485,780
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,580,102
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 2,394,912
b From 2019...... 1,432,812
c From 2020...... 6,063,492
d From 2021...... 6,090,845
e From 2022...... 8,117,479
f Total of lines 3a through e ........ 24,099,540
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 11,485,780
a Applied to 2022, 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 2023 distributable amount..... 3,580,102
e Remaining amount distributed out of corpus 7,905,678
5 Excess distributions carryover applied to 2023. 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 32,005,218
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		2,394,912
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		29,610,306
10 Analysis of line 9:
a Excess from 2019.... 1,432,812
b Excess from 2020.... 6,063,492
c Excess from 2021.... 6,090,845
d Excess from 2022.... 8,117,479
e Excess from 2023.... 7,905,678
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
CHRISTOPHER E WILSON
LORRAINE WILSON
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MAUREEN MASSARO
PO BOX 3085
SPRINGFIELD,OH45501
(937) 244-7449
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION PROCESS IS DONE ONLINE THROUGH GRANT MANAGEMENT SOFTWARE CONSISTING OF 3 STEPS: 1. COMPLETE AND SUBMIT ONLINE OUR LETTER OF INQUIRY (LOI) 2. REVIEW AND INVITATION TO APPLY ONLINE IF LOI FITS WITH OUR MISSION 3. DECISION ON WHETHER OR NOT APPLICATION HAS BEEN APPROVED. APPLICATIONS WILL INCLUDE CURRENT AUDITED FINANCIAL STATEMENTS AND COPY OF 501(C)(3) ACCEPTANCE LETTER AT A MINIMUM.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
REQUESTS NOT CONSIDERED FOR SCHOLARSHIPS; MASS FUNDING APPEALS; SPONSORSHIPS; ADVERTISING FOR FUNDRAISING EVENTS; AND GRANTS OR LOANS TO INDIVIDUALS.
Form 990-PF (2023)
Form 990-PF (2023)
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

ALL-IN-MILWAUKEE

135 W WELLS ST
MILWAUKEE,WI53203 		NONE PUBLIC PROGRAM & CAREER DEVELOPMENT SUPPORT 50,000

BIG BROTHERS-BIG SISTERS OF SPRINGFIELD INC

1855 E DUBLIN GRANVILLE RD FL 1
COLUMBUS,OH43229 		NONE PUBLIC YOUTH EDUCATION/CAMP 10,000

BIPARISAN POLICY CENTER

1225 EYE ST NW SUITE 1000
WASHINGTON,DC20005 		NONE PUBLIC CHILD WELFARE INITATIVE 50,000

BRIDGES FROM SCHOOL TO WORK

10400 FERNWOOD ROAD
BETHESDA,MD20817 		NONE PUBLIC GENERAL OPERATING 50,000

BROOKLYN JESUIT PREP

560 STERLING PL
BROOKLYN,NY11238 		NONE PUBLIC SUMMER LEADERSHIP PROGRAM AT FAIRFIELD UNIVERSITY FOR YOUTH FROM LOW-INCOME 20,000

CATHOLIC CENTRAL JRSR HIGH SCHOOL

1200 EAST HIGH STREET
SPRINGFIELD,OH45505 		NONE PUBLIC EDUCATION CHOICE, STUDENT SUPPORT CENTER AND MARKETING 295,000

CATHOLIC SOCIAL SEVICES

441 INDUSTRY DR
COLUMBUS,OH43204 		NONE PUBLIC STAY THE COURSE INITIATIVE OUR LADY OF GUADALUPE CENTER 200,000

CENTER FOR HOMELESS INC

813 S MICHIGAN ST
SOUTH BEND,IN46601 		NONE PUBLIC MENTAL HEALTH COACH 25,000

CHOOSING HOPE ADOPTIONS

616 N LIMESTONE ST
SPRINGFIELD,OH45503 		NONE PUBLIC LICENSED SOCIAL WORKER 35,035

COME TO BELIEVE FOUNDATION

PO BOX 786
NEW YORK,NY10150 		NONE PUBLIC SCALING AT CTB 50,000

COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY OHIO

20 S LIMESTONE SUITE 100
SPRINGFIELD,OH45502 		NONE PUBLIC EXPAND 2024 SUPPORT 25,000

CORNER TO CORNER

PO BOX 60646
NASHVILLE,TN37206 		NONE PUBLIC THE ACADEMY 75,000

COVENANT COMMUNITY DEVELOPMENT COPR

529 WEST JOHNNY LYTLE AVENUE
SPRINGFIELD,OH45506 		NONE PUBLIC EDUCATION 10,000

CRAYONS TO CLASSROOMS

1750 WOODMAN DR
DAYTON,OH45420 		NONE PUBLIC CRAYONS TO CLASSROOMS TEACHER RESOURCE CENTER SUPPORT 5,000

CRISTO REY NETWORK

11 EAST ADAMS STREET
CHICAGO,IL60603 		NONE PUBLIC COLLEGE INITIATIVES 336,319

DANCE STOMP SHAKE

834 CLIFTON AVE
SPRINGFIELD,OH45505 		NONE PUBLIC EDUCATION 2,500

FIVE POINTS CENTER FOR VISUAL ARTS

33 MAIN ST
TORRINGTON,CT06790 		NONE PUBLIC FUNDING A 3 YEAR FULL-TIME STEP-DOWN DEVELOPMENT POSITION 90,000

FRIENDS OF THE CHILDREN

44 NE MORRIS ST
PORTLAND,OR97212 		NONE PUBLIC EDUCATION 75,000

FUGEES FAMILY INC

1933 E DUBLIN GRANVILLE RD
COLUMBUS,OH43229 		NONE PUBLIC PROJECT TERANGA 100,000

INTERNATIONAL RETT SYNDROME

4600 DEVITT DR
WEST CHESTER,OH45246 		NONE PUBLIC NEXT GENERATION GRANT 2,000

LESOTHO NUTRITION INITIATIVE

115 MONTERAY AVE
OAKWOOD,OH45419 		NONE PUBLIC LESOTHO NUTRITION INITIATIVE 2,500

MINDS MATTER OF BOSTON

PO BOX 51066
BOSTON,MA02205 		NONE PUBLIC STRATEGIC GROWTH PLAN 100,000

NORWALK GRASSROOTS TENNIS INC

11 INGALLS AVE
NORWALK,CT06854 		NONE PUBLIC BUILDING EDUCATION SUPPORT/SUMMER CAMP 30,000

ONE ACRE FUND

1954 FIRST STREET SUITE 183
HIGHLAND PARK,IL60035 		NONE PUBLIC ANNUAL SUPPORT 200,000

ON-THE-RISE

4177 DIALTON ROAD
SPRINGFIELD,OH45502 		NONE PUBLIC CHARITABLE CONTRIBUTION - FILLING THE GAP 25,000

PARTNERSHIP SCHOOLS

1011 FIRST AVE SUITE 1800
NEW YORK,NY10022 		NONE PUBLIC EDUCATION 250,000

PER SCHOLAS

89 SOUTH ST
BOSTON,MA02111 		NONE PUBLIC COLUMBUS DISTRIBUTION DIRECTOR OF BUSINESS SOLUTIONS 333,333

ROCKING HORSE COMMUNITY HEALTH CENTER

651 S LIMESTONE ST
SPRINGFIELD,OH45505 		NONE PUBLIC MOBILE UNIT AND MARKETINGPHARMACY EXPANSION 445,212

SACRED HEART UNIVERSITY

5151 PARK AVE
FAIRFIELD,CT06825 		NONE PUBLIC EDUCATION 12,000

SAINT MARY'S COLLEGE

SR 933
NOTRE DAME,IN46556 		NONE PUBLIC STUDENT EQUITY FUND 500,000

SPRINGFIELD CHRISTIAN YOUTH MINISTRIES

1500 BROADWAY ST
SPRINGFIELD,OH45504 		NONE PUBLIC SPRINGFIELD CHRISTIAN YOUTH MINISTRIES OPERATING SUPPORT 5,000

SPRINGFIELD CITY SCHOOLS

1500 W JEFFERSON STREET
SPRINGFIELD,OH45506 		NONE PUBLIC PROJECT SPRINGBOARD PROGRAMHEALTH CENTER 25,000

SPRINGFIELD FAMILY YMCA

300 S LIMESTONE ST
SPRINGFIELD,OH45505 		NONE PUBLIC GENERAL OPERATING 25,000

SPRINGFIELD FOUNDATION (NTRT ENDOWMENT)

333 N LIMESTONE ST SUITE 201
SPRINGFIELD,OH45504 		NONE PUBLIC NTRP ENDOWMENT 5,000

SPRINGFIELD MUSEUM OF ART

107 CLIFF PARK ROAD
SPRINGFIELD,OH45501 		NONE PUBLIC ARTFUL PLAY IN COMMUNITYART REBRAND 20,000

SPRINGFIELD SYMPHONY ORCHESTRA ASSOCIATION

300 S FOUNTAIN AVE
SPRINGFIELD,OH45506 		NONE PUBLIC STUDENTS AT THE SYMPHONY & SPRINGFIELD CHILDREN'S CHORUS 5,000

ST IGNATIUS SCHOOL

740 MANIDA STREET
BRONX,NY10474 		NONE PUBLIC GENERAL OPERATING SUPPORT 20,000

STRIVE INTERNATIONAL

205 E 122ND ST
NEW YORK,NY10035 		NONE PUBLIC GROWTH PLAN 75,000

THE BLINKNOW FOUNDATION

35 KNOX HILL ROAD
MORRISTOWN,NJ07960 		NONE PUBLIC FOUNDATION OPERATING EXPENSES/DASHAIN GALACAPITAL FUNDSURKHET EARTHQUAKE 325,000

THE DREXEL FUNDS (DBA THE DREXEL FUND)

212 BROADWAY EAST
SEATTLE,WA98102 		NONE PUBLIC GENERAL OPERATIONS 616,128

THE GO PROJECT

50 COOPER SQUARE
NEW YORK,NY10003 		NONE PUBLIC GO SCHOOL, GO SUMMER AND GO FAMILIES 25,000

THE OAKS ACADEMY

2301 NORTH PARK AVE
INDIANAPOLIS,IN46205 		NONE PUBLIC OAKS TEACHER DEVELOPMENT 175,000

THISTLE FARMS

5122 CHARLOTEE PIKE
NASHVILLE,TN37209 		NONE PUBLIC GENERAL OPERATING 25,000

THREAD

PO BOX 1584
BALTIMORE,MD21203 		NONE PUBLIC COMMUNITY MODEL 75,000

UNITED WAY OF CLARK CHAMPAIGN AND MADISON COUNTIES

120 S CENTER ST
SPRINGFIELD,OH45502 		NONE PUBLIC THE DOLLY PARTON IMAGINATION LIBRARY 5,000

UNIVERSITY OF NOTRE DAME

1100 GRACE HALL
SOUTH BEND,IN46556 		NONE PUBLIC LAB OF ECONOMIC OPPORTUNITIES LEO PROGRAM 4,000,000

VERTEX

1160 BEACH AVVE
BRONX,NY10472 		NONE PUBLIC EDUCATION 200,000

WELLSPRING

701 E COLUMBIA ST
SPRINGFIELD,OH45503 		NONE PUBLIC SPARK 130,000

WESTCOTT HOUSE FOUNDATION

85 S GREENMOUNT AVE
SPRINGFIELD,OH45505 		NONE PUBLIC CAPACITY BUILDING 5,000

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063 		NONE PUBLIC ZAMBIA WATER, SANITATION, AND HYGINE 500,000

ZELIE'S HOME

13643 ROCKSIDE RD
GARFIELD,OH44125 		NONE PUBLIC GENERAL OPERATING 36,000

CATHOLIC CHARITIES OF NORTHERN NEVADA

500 EAST 4TH STREET
RENO,NV89512 		NONE PUBLIC SPRINGFIELD EMPOWERMENT CENTER 50,000

CENTER FOR THE RIGHTS OF ABUSED CHILDREN

3900 E CAMELBACK RD
PHOENIX,AZ85018 		NONE PUBLIC GENERAL OPERATING SUPPORT 150,000

HOPE ACADEMY

2300 CHICAGO AVE S
MINNEAPOLIS,MN55404 		NONE PUBLIC GENERAL OPERATING SUPPORT 50,000

JEFF'S PLACE CHILDRENS BEREAVEMENT CENTER INC

34 DELOSS ST 2ND FLOOR
FRAMINGHAM,ME01702 		NONE PUBLIC DIRECTOR OF DEVELOPMENT POSITION 60,000

YOUNG LIFE - CLARK COUNTY

PO BOX 1465
SPRINGFIELD,OH45501 		NONE PUBLIC GENERAL OPERATING SUPPORT 10,500

STAND TOGETHER FOUNDATION

1320 NORTH COURTHOUSE ROAD SUITE 22
ARLINGTON,VA22201 		NONE PUBLIC CATALYST PROGRAM 2024CAFE MOMENTUM 200,000

KIDS 2 LEADERS INC

4385 LOWER ROSWELL RD
MARIETTA,GA30068 		NONE PUBLIC PROGRAM EXPANSION AND SUPPORT 30,000

BOTTOM LINE

200 N LASALLE ST STE 2175
CHICAGO,IL60601 		NONE PUBLIC ACCESS PROGRAM 75,000

OHIO TRICOUNTY FOOD ALLIANCE

20 NORTH MURRAY STREET
SPRINGFIELD,OH45503 		NONE PUBLIC SECOND HARVEST FOOD BANK RENOVATION 50,000

FRIENDS OF HARTMAN ROCK GARDEN

1905 RUSSELL AVENUE
SPRINGFIELD,OH45506 		NONE PUBLIC EDUCATION AND VISITOR CENTER 5,000

REGIS HIGH SCHOOL

55 EAST 84TH ST
NEW YORK,NY10028 		NONE PUBLIC REACH PROGRAM 25,000

VICTORY PROJECT

409 TROY ST
DAYTON,OH45404 		NONE PUBLIC PROGRAM SUPPORT AND GROWTH 50,000

CANEY CREEK COMMUNITY CENTER INC

100 PURPOSE RD
PIPPA PASSES,KY41844 		NONE PUBLIC STUDENT WORK PROGRAM 10,000

STEVIE'S WORLD OF WIFFLEBALL

1714 DREW COURT
SPRINGFIELD,OH45503 		NONE PUBLIC WIFFLE BALL TOURNAMENT 2,500

THE HOMELESS FAMILIES FOUNDATION

727 E MAIN ST
COLUMBUS,OH43205 		NONE PUBLIC SPARK EXPANSION 37,500

BANNER LAKE CLUB INC

12212 SE LANTANA
HOBE SOUND,FL33475 		NONE PUBLIC TUITION SUPPORT FOR LOW-INCOME FAMILIES 25,000

CATHOLIC CHARITIES SOUTHWESTERN OHIO

7162 READING RD
CINCINNATI,OH45323 		NONE PUBLIC SPRINGFIELD EMPOWERMENT CENTER 50,000

FITMONEY INC

1188 CENTRE ST
NEWTON,MA02459 		NONE PUBLIC FINANCIAL LITERACY YOUTH 10,000

CHILD ADVOCATES INC

8200 HAVERSTICK RD
INDIANAPOLIS,IN46240 		NONE PUBLIC YOUTH PROJECT 100,000

PAJAMA PROGRAM INC

445 PARK AVE
NEW YORK,NY10022 		NONE PUBLIC SLEEP INITIATIVE 15,000

BRIGID'S PATH

3601 S DIXIE DR
KETTERING,OH45439 		NONE PUBLIC GENERAL OPERATIONS 50,000

OIC OF CLARK COUNTY

920 W MAIN ST
SPRINGFIELD,OH45504 		NONE PUBLIC EDUCATION 50,000

MODERN CLASSROOM PROJECT INC

15 14TH STREET
WASHINGTON,IL20011 		NONE PUBLIC EDUCATION 150,000

TECUMSEH COUNCIL 439

326 S THOMPSON AVE
SPRINGFIELD,OH45506 		NONE PUBLIC YOUTH SCOUT ASSISTANCE 2,500

THINK TANK INC

20 S LIMESTONE
SPRINGFIELD,OH45502 		NONE PUBLIC CHANGE LEADER ALLIANCE 15,000

LOVE YOUR SCHOOL

216 N 18TH AVE
PHEONIX,AZ85007 		NONE PUBLIC EDUCATION 25,000
Total .................................right arrow 3a 10,999,027
bApproved for future payment

ROCKING HORSE COMMUNITY HEALTH CENTER
651 S LIMESTONE ST
SPRINGFIELD,OH45505 		NONE PUBLIC MOBILE UNIT AND MARKETING 346,475

ST IGNATIUS SCHOOL
740 MANIDA STREET
BRONX,NY10474 		NONE PUBLIC GENERAL OPERATING SUPPORT 40,000

STAND TOGETHER FOUNDATION
1320 N COURTHOUSE RD
ARLINGTON,VA22201 		NONE PUBLIC CAFE MOMENTUM EXPANSION 200,000

THE BLINKNOW FOUNDATION
35 KNOX HILL ROAD
MORRISTOWN,NJ07960 		NONE PUBLIC FOUNDATION OPERATING EXPENSES/DASHAIN GALA 50,000

THE HOMELESS FAMILIES FOUNDATION
727 E MAIN ST
COLUMBUS,OH43205 		NONE PUBLIC SPARK 37,500

CATHOLIC CHARITIES OF NORTHERN NEVADA
500 EAST 4TH STREET
RENO,NV89512 		NONE PUBLIC SPRINGFIELD EMPOWERMENT CENTER 100,000

CENTER FOR THE RIGHTS OF ABUSED CHILDREN
3900 E CAMELBACK RD
PHOENIX,AZ85018 		NONE PUBLIC GENERAL OPERATING SUPPORT 300,000

HOPE ACADEMY
2300 CHICAGO AVE S
MINNEAPOLIS,MN55404 		NONE PUBLIC GENERAL OPERATING SUPPORT 100,000

JEFF'S PLACE CHILDRENS BEREAVEMENT CENTER INC
34 DELOSS ST 2ND FLOOR
FRAMINGHAM,ME01702 		NONE PUBLIC DIRECTOR OF DEVELOPMENT POSITION 60,000

YOUNG LIFE - CLARK COUNTY
PO BOX 1465
SPRINGFIELD,OH45501 		NONE PUBLIC GENERAL OPERATING SUPPORT 21,000

KIDS 2 LEADERS INC
4385 LOWER ROSWELL RD
MARIETTA,GA30068 		NONE PUBLIC PROGRAM EXPANSION AND SUPPORT 60,000

BOTTOM LINE
200 N LASALLE ST STE 2175
CHICAGO,IL60601 		NONE PUBLIC ACCESS PROGRAM 100,000

OHIO TRICOUNTY FOOD ALLIANCE
20 NORTH MURRAY STREET
SPRINGFIELD,OH45503 		NONE PUBLIC SECOND HARVEST FOOD BANK RENOVATION 200,000

FRIENDS OF HARTMAN ROCK GARDEN
1905 RUSSELL AVENUE
SPRINGFIELD,OH45506 		NONE PUBLIC EDUCATION AND VISITOR CENTER 10,000

REGIS HIGH SCHOOL
55 EAST 84TH ST
NEW YORK,NY10028 		NONE PUBLIC REACH PROGRAM 50,000

VICTORY PROJECT
409 TROY ST
DAYTON,OH45404 		NONE PUBLIC PROGRAM SUPPORT AND GROWTH 50,000

THE OAKS ACADEMY
2301 NORTH PARK AVE
INDIANAPOLIS,IN46205 		NONE PUBLIC EDUCATION 325,000
Total ................................. right arrow 3b 2,049,975
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 17  
4 Dividends and interest from securities ....     14 2,449,027  
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 .....     14 350,336  
8 Gain or (loss) from sales of assets other than
inventory ............ 		900001 986,567 18 3,177,150  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 986,567 5,976,530 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,963,097
(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 (2023)
Form 990-PF (2023)
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 SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WILSON SHEEHAN FOUNDATION
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WILSON SHEEHAN FOUNDATION
  		Employer identification number
32-6266976
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHRISTOPHER E AND LORRAINE WILSON
 
252 1ST AVE S
 
NAPLES, FL34102

$ 2,500,000


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WILSON SHEEHAN FOUNDATION
  		Employer identification number

32-6266976
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WILSON SHEEHAN FOUNDATION
  		Employer identification number

32-6266976
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING / TAX PREP 23,079 0   23,079

TY 2023 AllOthProgRltdInvestmentsSch
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount
N/A 0

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

TY 2023 DepreciationSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
4 PIECE DESK UNIT 2013-02-04 4,318 4,318 SL 7.000000000000 0 0    
CHAIRS (2) 2013-02-04 3,565 3,565 SL 7.000000000000 0 0    
TABLE AND FILING CABINET 2013-02-04 1,679 1,679 SL 7.000000000000 0 0    
PHONE, PRINTER, WIRELESS ROUTER 2013-02-04 1,133 1,133 SL 5.000000000000 0 0    
COMPUTER 2013-02-04 998 998 SL 5.000000000000 0 0    
LAPTOP 2013-05-24 1,100 1,100 SL 5.000000000000 0 0    
HERMAN MILLER ERGONOMIC DESK CHAIR 2013-03-11 889 889 SL 7.000000000000 0 0    
OIL PAINTINGS 2013-08-27 743   NC 0 % 0 0    
OIL PAINTINGS 2013-12-12 1,778   NC 0 % 0 0    
GRANT SOFTWARE 2014-03-18 8,000 8,000 SL 3.000000000000 0 0    
OFFICE DESK - KAVANAUGH'S 2014-12-05 1,259 1,259 SL 7.000000000000 0 0    
CONFERENCE TABLE & OFFICE DESK 2016-10-26 3,582 3,413 SL 7.000000000000 169 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 9,507,455 9,547,585

TY 2023 InvestmentsCorpStockSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Name of Stock End of Year Book Value End of Year Fair Market Value
U.S. LARGE CAP EQUITIES 8,007,301 21,382,695
U.S. MID CAP EQUITIES 3,040,022 3,976,925
INTERNATIONAL EQUITIES 542,738 722,000
EMERGING MARKET EQUITIES 59,824 71,980
U.S. SMALL CAP EQUITIES 960,130 967,200

TY 2023 InvestmentsOtherSchedule2
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CASH EQUIVILENTS AT COST 322,354 322,354
HEDGE FUNDS AT COST 28,814,219 33,085,354
PRIVATE EQUITIES AT COST 7,499,995 7,500,002
COMMODITIES AT COST 891,804 1,075,050

TY 2023 LandEtcSchedule2
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
4 PIECE DESK UNIT 4,318 4,318 0  
CHAIRS (2) 3,565 3,565 0  
TABLE AND FILING CABINET 1,679 1,679 0  
PHONE, PRINTER, WIRELESS ROUTER 1,133 1,133 0  
COMPUTER 998 998 0  
LAPTOP 1,100 1,100 0  
HERMAN MILLER ERGONOMIC DESK CHAIR 889 889 0  
OIL PAINTINGS 743 0 743  
OIL PAINTINGS 1,778 0 1,778  
GRANT SOFTWARE 8,000 8,000 0  
OFFICE DESK - KAVANAUGH'S 1,259 1,259 0  
CONFERENCE TABLE & OFFICE DESK 3,582 3,582 0  


TY 2023 LegalFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 23,049 0   23,049


TY 2023 OtherDecreasesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description Amount
TAX BASIS ADJUSTMENT KINDER MORGAN 38,844


TY 2023 OtherExpensesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LOSS ON INVESTMENT - PARTNERSHIP K-1 799,399 799,399   0
401 (K) FEE 1,100 0   1,100
PAYROLL EXPENSE 2,437 0   2,437
TELEPHONE 2,683 0   2,683
COMPUTER AND INTERNET 13,492 0   13,492
INSURANCE 4,714 0   4,714
MISCELLANEOUS 6,565 0   6,565
OFFICE 7,403 0   7,403
MEMBERSHIP DUES 20,000 0   20,000
SPONSORSHIPS 31,550 0   31,550


TY 2023 OtherIncomeSchedule2
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STONEHILL INSTITUTIONAL PTRS-TAX EXEMPT INCOME 350,336 0 350,336


TY 2023 OtherProfessionalFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 474,097 474,097   0
NON-DEDUCTIBLE PARTNERSHIP EXPENSES 6,298 0   0


TY 2023 SubstantialContributorsSch
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Name Address
CHRIS LORRAINE WILSON 252 1ST AVE S
NAPLES,FL34102


TY 2023 TaxesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 19,327 0   19,327
FEDERAL TAXES 189,440 0   0
FOREIGN TAXES 2,676 2,676   0
UBIT 0 0   0
STATE TAXES 0 0   0