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
E F WILDERMUTH FOUNDATION
C/O MATTHEW PATTERSON
Number and street (or P.O. box number if mail is not delivered to street address)2517 CASSANDRA MARIE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALLWIN, MO63021
A Employer identification number

31-6050202
B Telephone number (see instructions)

(314) 518-8387
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$4,675,258
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 11,278 11,278  
4 Dividends and interest from securities... 103,428 103,428  
5a Gross rents............ 28,700 28,700  
b Net rental income or (loss) 23,686
6a Net gain or (loss) from sale of assets not on line 10 59,251
b Gross sales price for all assets on line 6a 1,050,831
7 Capital gain net income (from Part IV, line 2)... 59,251
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).......      
12 Total. Add lines 1 through 11........ 202,657 202,657  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,000 2,000   2,000
c Other professional fees (attach schedule).... 30,221 30,221   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,165 8,283   0
19 Depreciation (attach schedule) and depletion... 1,644 1,213  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 40,869 0   40,869
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 6,627 3,801   200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,526 45,518   43,069
25 Contributions, gifts, grants paid....... 198,212 198,212
26 Total expenses and disbursements. Add lines 24 and 25 291,738 45,518   241,281
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -89,081
b Net investment income (if negative, enter -0-) 157,139
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 204,603 177,047 177,047
3 Accounts receivable right arrow28,700
Less: allowance for doubtful accounts right arrow     28,700  
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.......... 806    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,898,108 Click to see attachment
List of Attached Documents:
// Content
1,904,936
2,575,497
c Investments—corporate bonds (attach schedule)....... 592,812 Click to see attachment
List of Attached Documents:
// Content
570,250
557,322
11 Investments—land, buildings, and equipment: basis right arrow282,509
Less: accumulated depreciation (attach schedule) right arrow212,635 71,087 Click to see attachment
List of Attached Documents:
// Content
69,874
402,996
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 901,930 Click to see attachment
List of Attached Documents:
// Content
883,067
962,396
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
7
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,669,346 3,633,881 4,675,258
Liabilities 17 Accounts payable and accrued expenses.......... 12,160 6,730
18 Grants payable.................    
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) Click to see attachment
List of Attached Documents:
// Content
3,244
Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 15,404 6,730
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........ 198,232 198,232
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,455,710 3,428,919
29 Total net assets or fund balances (see instructions)..... 3,653,942 3,627,151
30 Total liabilities and net assets/fund balances (see instructions). 3,669,346 3,633,881
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
3,653,942
2
Enter amount from Part I, line 27a .....................
2
-89,081
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
62,290
4
Add lines 1, 2, and 3 ..........................
4
3,627,151
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,627,151
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      
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 1,050,831   991,580 59,251
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       59,251
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 59,251
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 2,184
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 2,184
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 2,184
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 3,822
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 3,822
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 1,638
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,638 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$ 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
 
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
 
No
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 arrowOH
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMATTHEW PATTERSON Telephone no.right arrow (314) 518-8387

Located atright arrow2517 CASSANDRA MARIE DRIVEBALLWINMO ZIP+4right arrow63021
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)
 
No
(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
 
 
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
 
No
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
 
 
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)
 
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
DAVID T PATTERSON TRUSTEE
5.00
0 0 0
4205 EDGEHILL DRIVE
COLUMBUS,OH43220
THOMAS BORTON TRUSTEE
1.00
0 0 0
114 W 17TH ST
GIBSON CITY,IL60936
JONATHON SLAUGHTER TRUSTEE
1.00
0 0 0
9448 HARBOUR POINTE DR
BLOOMINGTON,IN47401
CHRIS CAMPBELL VICE-PRESIDENT
5.00
0 0 0
2252 MARRELL HILL ROAD
VALPARAISO,IN46385
MATTHEW PATTERSON TREASURER
5.00
0 0 0
2517 CASSANDRA MARIE DRIVE
BALLWIN,MO63021
ELIZABETH HUGHES ASSISTANT TREASURER
1.00
0 0 0
5725 CENTRAL STREET
KANSAS CITY,MO64113
JOHN CAMPBELL CHAIRMAN
1.00
0 0 0
5360 N BERKELEY BLVD
WHITEFISH BAY,WI53217
KATHLEEN GLUMAC SECRETARY
1.00
0 0 0
1634 ANDOVER ROAD
COLUMBUS,OH43212
AUSTIN BORTON TRUSTEE
1.00
0 0 0
1035 E COLFAX PL
WHITEFISH BAY,WI53217
MARK GLUMAC TRUSTEE
1.00
0 0 0
1634 ANDOVER ROAD
COLUMBUS,OH43212
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
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  
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  
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
4,120,959
b
Average of monthly cash balances.......................
1b
170,753
c
Fair market value of all other assets (see instructions)................
1c
406,914
d
Total (add lines 1a, b, and c).........................
1d
4,698,626
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
4,698,626
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
70,479
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
4,628,147
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
231,407
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
231,407
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,184
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,184
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
229,223
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
229,223
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
229,223
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
241,281
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
241,281
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 7 229,223
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, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 73,098
c From 2021...... 75,165
d From 2022...... 15,109
e From 2023...... 20,270
f Total of lines 3a through e ........ 183,642
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 241,281
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..... 229,223
e Remaining amount distributed out of corpus 12,058
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 5 195,700
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) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
195,700
10 Analysis of line 9:
a Excess from 2020.... 73,098
b Excess from 2021.... 75,165
c Excess from 2022.... 15,109
d Excess from 2023.... 20,270
e Excess from 2024.... 12,058
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:
MATTHEW PATTERSON TREASURER
2517 CASSANDRA MARIE DRIVE
BALLWIN,MO63021
(314) 518-8387
D.MATTHEW.PATTERSON@GMAIL.COM
bThe form in which applications should be submitted and information and materials they should include:
NO SPECIFIC FORM. REQUIRE PROOF OF TAX EXEMPT STATUS.
cAny submission deadlines:
JULY 1ST EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
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

BALLET METROPOLITAN

322 MOUNT VERNON AVENUE
COLUMBUS,OH43215
NONE PC GENERAL FUND 8,500

CASA

373 SOUTH HIGH STREET 15TH FLOOR
COLUMBUS,OH43215
NONE PC GENERAL FUND 20,000

CHILDREN'S CENTER FOR THE VISUALLY IMPAIRED

3101 MAIN STREET
KANSAS CITY,MO64111
NONE PC GENERAL FUND 10,000

COMMUNITY KITCHEN

640 S OHIO AVE
COLUMBUS,OH43205
NONE PC GENERAL FUND 5,000

COMMUNITY OF THE HOLY ROSARY

648 SOUTH OHIO AVE
COLUMBUS,OH43205
NONE PC HOLY ROSARY/FOOD PANTRY 18,000

CUNNINGHAM CHILDREN'S HOME

1301 N CUNNINGHAM AVE
URBANA,IL61802
NONE PC GENERAL FUND 10,000

FIRST TEE OF CENTRAL OHIO

7309 E LIVINGSTON AVE
REYNOLDSBURG,OH43068
NONE PC GENERAL FUND 5,000

FOAR FROM HOME

2794 LONG BOAT DR
FERNANDINA BEACH,FL32034
NONE PC GENERAL FUND 2,500

INDIANA UNIVERSITY

107 S INDIANA AVE
BLOOMINGTON,IN47405
NONE PC GENERAL FUND 29,856

MILWAUKEE RESCUE MISSION

830 N 19TH ST
MILWAUKEE,WI53233
NONE PC GENERAL FUND 1,000

MIDWEST ATHLETES AGAINST CHILDHOOD CANCER INC (MACC FUND)

10000 W INNOVATION DR SUITE 135
MILWAUKEE,WI53226
NONE PC THE RINGER 10,000

OHIO STATE UNIVERSITY

281 W LANE AVE
COLUMBUS,OH43210
NONE PC GENERAL FUND 29,856

OHIOANA LIBRARY

274 E 1ST AVE STE 300
COLUMBUS,OH43201
NONE PC GENERAL FUND 3,500

PREVENT BLINDNESS OHIO

1500 W THIRD AVE SUITE 200
COLUMBUS,OH43212
NONE PC GENERAL FUND 5,000

REACH OUT AND READ

2100 W 36 AVE 116
KANSAS CITY,KS66103
NONE PC GENERAL FUND 1,000

RONALD MCDONALD HOUSE CENTRAL OHIO

711 E LIVINGSTON AVE
COLUMBUS,OH43205
NONE PC GENERAL FUND 5,000

ST MARY'S TALL SHIP ALLIANCE

500 CARDINAL CIRCLE
SAINT MARYS,GA31558
NONE PC GENERAL FUND 1,000

WILDERMUTH CHURCH

3405 CARROLL EARTERN ROAD
CARROLL,OH43112
NONE PC BUILDING AND GENERAL FUND 30,000

SPINA BFIDA ASSOCIATION OF AMERICA

2000 DUKE STREET STE 300
ALEXANDRIA,VA22314
NONE PC GENERAL FUND 1,000

MILWAUKEE COLLEGE PREPARATORY SCHOOL

1228 W LLOYD STREET
MILWAUKEE,WI53205
NONE PC GENERAL FUND 1,000

CHRIST PRINCE OF PEACE ATHLETIC ASSOCATION

415 WEIDMAN RD
MANCHESTER,MO63011
NONE PC GENERAL FUND 1,000
Total .................................right arrow 3a 198,212
bApproved for future payment
Total ................................. right arrow 3b 0
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 ...........
    14 11,278  
4 Dividends and interest from securities ....     14 103,428  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 23,686  
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 59,251  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCANCELLED GRANT
         
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 197,643 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
197,643
(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.)
11 RETURNED GRANT
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:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEE 4,000 2,000   2,000

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

TY 2024 DepreciationSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
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
SHED 1974-01-01 7,401 7,401 SL 20.000000000000 0 0    
SHED ADDITION 1975-01-01 1,712 1,712 SL 20.000000000000 0 0    
CORN CRIB 1976-09-10 509 509 SL 15.000000000000 0 0    
GRAIN BIN & DRYER 1977-01-01 16,468 14,821 SL 15.000000000000 0 0    
DRAINAGE TILE 1991-06-01 8,131 8,131 SL 20.000000000000 0 0    
GRAIN BIN-ADJ 1991-06-01 9,657 9,657 SL 20.000000000000 0 0    
TILE INSTALLED 1992-06-01 2,243 2,243 SL 20.000000000000 0 0    
TILE WORK & DITCHING 1992-06-01 7,000 7,000 SL 20.000000000000 0 0    
TILE OUTLET & WATER LINE 1992-06-01 211 211 SL 20.000000000000 0 0    
CONCRETE & GRAVEL FOR BIN 1992-06-01 1,031 1,031 SL 15.000000000000 0 0    
BLOCK FOR GRAIN BIN 1992-06-01 338 338 SL 15.000000000000 0 0    
WIRING GRAIN BIN 1992-06-01 316 316 SL 15.000000000000 0 0    
BARN GARAGE DOOR 1996-01-01 602 602 SL 20.000000000000 0 0    
DITCHING FENCE ROWS 1997-08-15 3,748 3,748 SL 20.000000000000 0 0    
FILE TILE 1997-08-15 4,021 4,021 SL 20.000000000000 0 0    
FIELD TILE 1999-01-01 3,753 3,753 SL 20.000000000000 0 0    
FENCING & IMPROVEMENTS 2001-05-17 4,700 4,700 SL 10.000000000000 0 0    
FENCE 2001-12-19 2,950 2,950 SL 10.000000000000 0 0    
TENANT HOUSE & BARN 1969-09-30 10,000 10,000 SL 30.000000000000 0 0    
OIL FURNACE-TENANT HOUSE 1978-01-01 975 878 SL 15.000000000000 0 0    
TENANT HOUSE IMPROVEMENTS 1981-01-01 846 846 SL 10.000000000000 0 0    
INSULATION-TENANT HOUSE 1978-01-01 1,107 1,107 SL 10.000000000000 0 0    
TENANT HOUSE-FLOOR COVERING 1981-01-01 340 340 SL 10.000000000000 0 0    
TENANT HOUSE IMPROVEMENTS 1984-01-01 19,617 19,617 SL 15.000000000000 0 0    
FLOORS-TENANT HOUSE 1986-06-01 1,945 1,945 SL 10.000000000000 0 0    
TENANT HOUSE IMPROVEMENTS 1990-06-01 60,980 60,980 SL 15.000000000000 0 0    
TENANT HOUSE IMPROVEMENTS 1991-06-01 6,074 6,074 SL 15.000000000000 0 0    
MATERIAL AND WINDOWS TENANT HOUSE 1994-12-01 9,422 9,422 SL 20.000000000000 0 0    
WINDOWS-TENANT HOUSE 1994-12-01 4,785 4,785 SL 20.000000000000 0 0    
STORM DOOR-TENANT HOUSE 1996-01-01 202 202 SL 20.000000000000 0 0    
AC & WATER HEATER-TENANT HOUSE 1997-08-15 2,357 2,357 SL 10.000000000000 0 0    
ALUM PORCH COLUMNS-TENANT HOUSE 2000-08-22 735 634 SL 27.500000000000 27 27    
AERATOR FOR SEPTIC TANK-TE 2000-06-22 413 413 200DB 7.000000000000 0 0    
CEILING FANS-TENANT HOUSE 2000-06-22 153 153 200DB 7.000000000000 0 0    
LAND 1969-09-30 58,000   L   0 0    
FIELD TILE 2009-04-03 3,269 2,364 SL 20.000000000000 163 163    
NEW ELECTRIC PANEL 2009-06-10 1,620 858 SL 27.500000000000 59 59    
CONCRETE STEPS-TENANT HOUSE 2009-06-22 1,914 1,018 SL 27.500000000000 70 70    
NEW ROOF-GARAGE AND PORCH 2010-09-10 4,137 1,994 SL 27.500000000000 150 150    
CARPET-DOWNSTAIRS 2011-09-06 1,856 1,856 SL 10.000000000000 0 0    
CARPET-UPSTAIRS 2011-10-19 1,354 1,354 SL 10.000000000000 0 0    
FURNACE 2011-08-19 2,400 2,000 SL 15.000000000000 160 160    
APPLIANCES-RANGE 2011-10-06 585 585 SL 10.000000000000 0 0    
APPLIANCES-REFRIGERATOR 2011-10-06 499 499 SL 10.000000000000 0 0    
NEW DOWNSTAIR BATH 2012-07-20 1,719 722 SL 27.500000000000 63 63    
GRAIN BIN 2013-12-22 10,414 5,275 SL 20.000000000000 521 521    

TY 2024 InvestmentsCorpBondsSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Name of Bond End of Year Book Value End of Year Fair Market Value
AQR DIVERSIFIED ARBITRAGE FUND 29,735 29,968
ARTISAN HIGH INCOME FUND 79,964 78,583
BAIRD AGGREGATE BOND FUND-IS 227,500 230,800
COHEN & STEERS PFD SECURITIES & INCOME FUND CLASS I 31,339 30,725
DODGE & COX INCOME FD 83,734 77,468
DOUBLELINE TOTAL RETURN BOND 86,230 77,275
VIRTUS ALLIANZGI CONVERTIBLE FD 31,748 32,503

TY 2024 InvestmentsCorpStockSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE PLC CL A 25,830 26,384
ABBOTT LABS 16,842 16,288
ALPHABET INC CAP STK CL A 55,774 81,967
AMAZON.COM INC 47,073 79,419
AMERICAN ELEC PWR INC 19,613 20,106
APPLE INC 37,094 113,440
APPLIED MATLS INC 7,935 17,564
ARISTA NETWORKS INC 21,358 31,722
BAILLIE GIFFORD EMRG MKTS I 188,896 177,526
BERKSHIRE HATHAWAY INC DEL 22,388 35,356
BLACKROCK INC 26,093 45,105
BOOKING HLDGS INC 13,993 24,842
BROADCOM INC 18,106 47,064
CHEVRON CORPORATION 10,045 12,311
COCA COLA CO 14,882 17,495
CUMMINS INC 16,727 19,870
DANAHER CORP 23,744 20,430
DISNEY WALT CO 35,623 35,632
EATON CORP PLC SHS 18,709 27,213
ESG AWARE MSCI EAFE ETF 202,611 210,832
EXXON MOBIL CORP 21,745 21,084
GOLDMAN SACHS GROUP 25,386 34,930
HARDING LOEVNER INTL EQUITY INST 132,391 135,265
HOME DEPOT INC 16,234 30,730
HONEYWELL INTL INC 38,584 42,693
INTUITIVE SURGICAL INC 19,698 24,010
JPMORGAN CHASE & CO 23,441 50,339
LILLY (ELI) & CO 20,653 37,056
LINDE PLC COM 7,189 10,048
MARVELL TECHNOLOGY INCE 9,991 15,021
MASTERCARD INC 19,560 38,966
MCDONALDS CORP 11,747 13,045
META PLATFORMS INC CL A 38,164 56,794
MICROSOFT CORP 31,992 115,491
NEUBERGER BERMAN LONG SHORT INST 40,282 43,961
NEXTERA ENERGY INC 11,236 18,138
NIKE INC 17,922 9,534
NVIDIA CORP 5,948 117,504
O REILLY AUTOMOTIVE INC 9,185 17,787
PARKER HANNIFIN CORP 20,355 24,169
PAYPAL HLDGS INC 14,225 15,022
PNC FINANCIAL SERVICES GROUP 16,794 20,056
PROCTER & GAMBLE CO 26,837 35,374
PROLOGIS INC 19,324 12,473
SALESFORCE.COM INC 11,172 21,397
SEAFARER OVERSEAS GR & INCOME INST. 179,475 161,959
SERVICENOW INC 17,867 24,383
SHERWIN WILLIAMS CO 11,254 29,234
TESLA, INC 25,779 38,769
TEXAS INSTRS INC 17,211 24,564
THERMO FISHER SCIENTIFIC INC 30,788 36,416
UBER TECHNOLOGIES INC 22,222 15,804
UNION PACIFIC CORP 28,490 25,769
UNITEDHEALTH GROUP INC 16,315 34,904
WALMART INC 30,328 56,559
WELLS FARGO & COMPANY 36,931 46,780
WELLTOWER INC 16,885 22,811
WILLIAMS COS INC 20,935 22,243
ZOETIS INC 17,065 13,849

TY 2024 InvestmentsLandSchedule2
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
SHED 7,401 7,401 0  
SHED ADDITION 1,712 1,712 0  
CORN CRIB 509 509 0  
GRAIN BIN & DRYER 16,468 14,821 1,647  
DRAINAGE TILE 8,131 8,131 0  
GRAIN BIN-ADJ 9,657 9,657 0  
TILE INSTALLED 2,243 2,243 0  
TILE WORK & DITCHING 7,000 7,000 0  
TILE OUTLET & WATER LINE 211 211 0  
CONCRETE & GRAVEL FOR BIN 1,031 1,031 0  
BLOCK FOR GRAIN BIN 338 338 0  
WIRING GRAIN BIN 316 316 0  
BARN GARAGE DOOR 602 602 0  
DITCHING FENCE ROWS 3,748 3,748 0  
FILE TILE 4,021 4,021 0  
FIELD TILE 3,753 3,753 0  
FENCING & IMPROVEMENTS 4,700 4,700 0  
FENCE 2,950 2,950 0  
TENANT HOUSE & BARN 10,000 10,000 0  
OIL FURNACE-TENANT HOUSE 975 878 97  
TENANT HOUSE IMPROVEMENTS 846 846 0  
INSULATION-TENANT HOUSE 1,107 1,107 0  
TENANT HOUSE-FLOOR COVERING 340 340 0  
TENANT HOUSE IMPROVEMENTS 19,617 19,617 0  
FLOORS-TENANT HOUSE 1,945 1,945 0  
TENANT HOUSE IMPROVEMENTS 60,980 60,980 0  
TENANT HOUSE IMPROVEMENTS 6,074 6,074 0  
MATERIAL AND WINDOWS TENANT HOUSE 9,422 9,422 0  
WINDOWS-TENANT HOUSE 4,785 4,785 0  
STORM DOOR-TENANT HOUSE 202 202 0  
AC & WATER HEATER-TENANT HOUSE 2,357 2,357 0  
ALUM PORCH COLUMNS-TENANT HOUSE 735 661 74  
AERATOR FOR SEPTIC TANK-TE 413 413 0  
CEILING FANS-TENANT HOUSE 153 153 0  
LAND 58,000 0 58,000  
FIELD TILE 3,269 2,527 742  
NEW ELECTRIC PANEL 1,620 917 703  
CONCRETE STEPS-TENANT HOUSE 1,914 1,088 826  
NEW ROOF-GARAGE AND PORCH 4,137 2,144 1,993  
CARPET-DOWNSTAIRS 1,856 1,856 0  
CARPET-UPSTAIRS 1,354 1,354 0  
FURNACE 2,400 2,160 240  
APPLIANCES-RANGE 585 585 0  
APPLIANCES-REFRIGERATOR 499 499 0  
NEW DOWNSTAIR BATH 1,719 785 934  
GRAIN BIN 10,414 5,796 4,618  

TY 2024 InvestmentsOtherSchedule2
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLSPRING FUNDS SPECIAL SMALL CAP VALUE CLASS INSTL AT COST 66,756 67,914
BOSTON PARTNERS EMRG MKTS L S INST AT COST 8,350 7,657
COHEN & STEERS REALTY SHARES I AT COST 93,122 96,919
CONESTOGA FDS SMALL CAP INSTL AT COST 66,670 76,965
DODGE & COX INTL STOCK FUND AT COST 134,805 144,403
FIDELITY INTERNATIONAL INDEX AT COST 128,709 139,047
FIDELITY SMALL CAP AT COST 29,393 38,634
FIDELITY MID CAP INDEX INSTL PREM AT COST 70,644 90,145
GRANDEUR PEAK INTL STALWARTS INST AT COST 68,834 66,179
ISHARES S&P GLOB INFRAS INDEX FD AT COST 62,256 69,049
MANTEIO MANAGED FUTURES STRATEGY I AT COST 11,528 9,026
RBB FD ABBEY CP STR I AT COST 26,132 23,252
SPDR PORTFOLIO S&P 400 MID CAP ETF AT COST 56,761 68,527
STONE RIDGE HIGH YIELD CL I AT COST 24,514 24,840
VANGUARD MID-CAP GROWTH INDEX AT COST 34,593 39,839

TY 2024 OtherAssetsSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ROUNDING ADJUSTMENT   7  


TY 2024 OtherExpensesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,626 0   0
OHIO REGISTRATION 200 0   200
FARM INSURANCE 3,801 3,801   0
FARM EXPENSES 0 0   0


TY 2024 OtherIncreasesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Description Amount
BOOK/TAX DIFFERENCE 3,039
ADJUSTMENT FOR DONATED SECURITIES 59,251


TY 2024 OtherLiabilitiesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Description Beginning of Year - Book Value End of Year - Book Value
FARM EXPENSE PAYABLE 3,244 0


TY 2024 OtherProfessionalFeesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGT FEES 30,221 30,221   0


TY 2024 TaxesSchedule
Name:
E F WILDERMUTH FOUNDATION
 
C/O MATTHEW PATTERSON
EIN:
31-6050202
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES PAID 1,882 0   0
RE TAXES PAID 8,283 8,283   0