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 07-01-2024 , and ending 06-30-2025
Name of foundation
WILSON SHEEHAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO 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$77,400,094J 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) 7,709,020
2 Check right arrow.............
3 Interest on savings and temporary cash investments 14 14  
4 Dividends and interest from securities... 993,431 993,431  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,742,238
b Gross sales price for all assets on line 6a 27,404,613
7 Capital gain net income (from Part IV, line 2)... 13,409,307
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
1,298,827 1,623,497  
12 Total. Add lines 1 through 11........ 17,743,530 16,026,249  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 219,250 0   219,250
14 Other employee salaries and wages...... 87,000 0   87,000
15 Pension plans, employee benefits....... 39,306 0   39,306
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
80 0   80
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
40,152 0   40,152
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
185,621 185,621   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
110,637 200   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,521 0  
20 Occupancy.............. 13,950 0   13,950
21 Travel, conferences, and meetings....... 11,871 0   11,871
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
341,609 262,533   77,596
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,051,997 448,354   489,205
25 Contributions, gifts, grants paid....... 7,371,548 10,706,306
26 Total expenses and disbursements. Add lines 24 and 25 8,423,545 448,354   11,195,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,319,985
b Net investment income (if negative, enter -0-) 15,577,895
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............. 52,891 66,394 66,394
2 Savings and temporary cash investments......... 322,354 3,160,569 3,160,569
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)....... 12,610,015 Click to see attachment
List of Attached Documents:
// Content
11,422,206 		22,054,423
c Investments—corporate bonds (attach schedule)....... 9,507,455 Click to see attachment
List of Attached Documents:
// Content
8,014,292 		8,007,068
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).......... 37,206,018 Click to see attachment
List of Attached Documents:
// Content
43,023,142 		44,111,640
14 Land, buildings, and equipment: basis right arrow29,044
Less: accumulated depreciation (attach schedule) right arrow29,044 2,521 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 59,701,254 65,686,603 77,400,094
Liabilities 17 Accounts payable and accrued expenses..........   798
18 Grants payable................. 12,891,138 9,555,704
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)......... 12,891,138 9,556,502
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 46,810,116 56,130,101
29 Total net assets or fund balances (see instructions)..... 46,810,116 56,130,101
30 Total liabilities and net assets/fund balances (see instructions). 59,701,254 65,686,603
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
46,810,116
2
Enter amount from Part I, line 27a .....................
2
9,319,985
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
56,130,101
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
56,130,101
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b SCHEDULE K-1 CAPITAL GAINS/LOSSES P    
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 23,666,996   13,995,306 9,671,690
b 3,737,617     3,737,617
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       9,671,690
b       3,737,617
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 13,409,307
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) 1 216,533
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........................... 3 216,533
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- ..... 5 216,533
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 60,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 60,480
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7,222
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 163,275
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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
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 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 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 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
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
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 		219,250 10,962 0
PO BOX 3085
SPRINGFIELD,OH45501
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ANDREA O'CONNOR GRANTS MANAGER
40.00 		87,000 4,350 0
PO BOX 3085
SPRINGFIELD,OH45501
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
BANK OF AMERICA INVESTMENT MANAGEMENT 185,621
PO BOX 653067
DALLAS,TX75265
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
44,319,310
b
Average of monthly cash balances.......................
1b
2,283,637
c
Fair market value of all other assets (see instructions)................
1c
35,700,534
d
Total (add lines 1a, b, and c).........................
1d
82,303,481
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
82,303,481
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,234,552
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
81,068,929
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,053,446
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
4,053,446
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
216,533
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
216,533
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,836,913
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,836,913
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
3,836,913
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
11,195,511
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
11,195,511
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 3,836,913
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...... 1,432,812
b From 2020...... 6,063,492
c From 2021...... 6,090,845
d From 2022...... 8,117,479
e From 2023...... 7,905,678
f Total of lines 3a through e ........ 29,610,306
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 11,195,511
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..... 3,836,913
e Remaining amount distributed out of corpus 7,358,598
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 36,968,904
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) ... 		1,432,812
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		35,536,092
10 Analysis of line 9:
a Excess from 2020.... 6,063,492
b Excess from 2021.... 6,090,845
c Excess from 2022.... 8,117,479
d Excess from 2023.... 7,905,678
e Excess from 2024.... 7,358,598
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).)
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 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:
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 STATEMENT 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 (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

ALL-IN MILWAUKEE

135 W WELLS STREET SUITE 100
MILWAUKEE,WI53203 		N/A PC ADVISING, PROGRAM AND CAREER DEVELOPMENT SUPPORT FOR CRISTO REY JESUIT GRADUATES 50,000

ARTISTS FOR HUMANITY

100 W SECOND STREET
BOSTON,MA02127 		N/A PC GENERAL OPERATING SUPPORT 50,000

BETTER TOGETHER

15275 COLLIER BLVD SUITE 201-284
NAPLES,FL34119 		N/A PC EMPOWERING FAMILIES TO CREATE LOVING AND STABLE HOMES FOR CHILDREN TO FLOURISH, HURRICANE RELIEF SUPPORT HELENE AND MILTON 120,000

BIPARTISAN POLICY CENTER

1225 EYE STREET NW SUITE 1000
WASHINGTON,DC20005 		N/A PC CHILD WELFARE INITIATIVE 50,000

BOTTOM LINE CHICAGO

200 N LASALLE ST SUITE 2175
CHICAGO,IL60601 		N/A PC CHICAGO REGION - ACCESS PROGRAM 50,000

BOTTOM LINE OHIO

118 W FIRST ST
DAYTON,OH45402 		N/A PC GENERAL OPERATING SUPPORT 100,000

BOYSGROW CORP

9301 EAST 147TH ST
KANSAS CITY,MO64149 		N/A PC 2025 CORE YOUTH TEAM PROGRAM 10,000

BROOKLYN JESUIT PREP

925 E 37TH STREET
BROOKLYN,NY11210 		N/A PC SUPPORTING THE BJP SUMMER LEADERSHIP ACADEMY AT FAIRFIELD UNIVERSITY 20,000

CANEY CREEK COMMUNITY CENTER INC DBA ALICE LLOYD COLLEGE

100 PURPOSE ROAD
PIPPA PASSES,KY41844 		N/A PC STUDENT WORK PROGRAM 10,000

CATHOLIC CENTRAL SCHOOL

1200 EAST HIGH STREET
SPRINGFIELD,OH45505 		N/A PC STUDENT ENROLLMENT AND SUPPORT 65,000

CATHOLIC CHARITIES OF NORTHERN NEVADA

500 EAST 4TH STREET
RENO,NV89512 		N/A PC ELEVATING FAMILIES 50,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVENUE SUITE 400
ALEXANDRIA,VA22314 		N/A PC LIFTING NEW MOTHERS OUT OF POVERTY 207,573

CENTER FOR THE RIGHTS OF ABUSED CHILDREN (GEN JUSTICE)

3900 EAST CAMELBACK ROAD
PHOENIX,AZ85018 		N/A PC A NATIONAL INITIATIVE TO STRENGTHEN THE CONSTITUTIONAL INTERESTS OF ABANDONED AND ABUSED CHILDREN, SAFEGUARDING CONSTITUTIONAL RIGHTS: FUNDING LEGAL RESEARCH FOR TWO PIVOTAL CASES 170,000

CHOOSING HOPE ADOPTIONS

616 N LIMESTONE ST
SPRINGFIELD,OH45503 		N/A PC SOCIAL WORK STAFFING FOR CAPACITY AND GROWTH 17,517

COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY

20 S LIMESTONE ST
SPRINGFIELD,OH45502 		N/A PC EXPAND 2029 CAMPAIGN, HOLIDAY IN THE CITY 48,000

CORNER TO CORNER

PO BOX 60646
NASHVILLE,TN37206 		N/A PC THE ACADEMY: INVITATION INTO SUSTAINING PARTNERSHIP 300,000

COVENANT COMMUNITY DEVELOPMENT CORPORATION

529 W JOHNNY LYTLE AVENUE
SPRINGFIELD,OH45506 		N/A PC COVENANT FREEDOM SCHOOL 10,000

CRAYONS TO CLASSROOMS

1750 WOODMAN DRIVE
DAYTON,OH45420 		N/A PC TEACHER RESOURCE CENTER 6,000

CRISTO REY COLUMBUS HIGH SCHOOL

400 E TOWN ST
COLUMBUS,OH43215 		N/A PC PROFESSIONAL WORK-STUDY PROGRAM 70,000

CRISTO REY NETWORK

104 S MICHIGAN AVE SUITE 500
CHICAGO,IL60603 		N/A PC UNIVERSITY PARTNERS: MAXIMIZING IMPACT 190,881

DANCE STOMP SHAKE

834 CLIFTON AVE
SPRINGFIELD,OH45505 		N/A PC YOUTH PROGRAMMING IN SPRINGFIELD 2,500

EDUCATION BRIDGE

2043 SOUTH BEND AVENUE 278
SOUTH BEND,IN46637 		N/A PC EXCEPTIONAL PEACEBUILDING EDUCATION IN SOUTH SUDAN: PREPARING ORGANIZATIONAL FOUNDATIONS FOR SCALE 10,000

FITMONEY INC

1188 CENTRE STREET
NEWTON,MA02459 		N/A PC EXPANSION/DIGITAL IMPROVEMENTS TO SUPPORT FREE FINANCIAL LITERACY TO STUDENTS ACROSS THE U.S. 10,000

FIVE POINTS CENTER FOR THE VISUAL ARTS

33 MAIN STREET
TORRINGTON,CT06790 		N/A PC FUNDING A 3 YEAR FULL-TIME STEP-DOWN DEVELOPMENT POSITION. 60,000

FRIENDS OF THE HARTMAN ROCK GARDEN

1905 RUSSELL AVENUE
SPRINGFIELD,OH45506 		N/A PC HARTMAN ROCK GARDEN EDUCATION AND VISITOR CENTER 5,000

GENESYS WORKS

1710 KELLER PARKWAY 2233
KELLER,TX76248 		N/A PC INCREASING COLLEGE AND CAREER READINESS THROUGH WORK-BASED LEARNING 50,000

HELPING OUR YOUNG PEOPLE CONNECT WITH GOD

PO BOX 1603
SPRINGFIELD,OH45501 		N/A PC OPERATIONAL SUPPORT FOR ARK AND ROCK OF HOPE AFTER SCHOOL EDUCATIONAL PROGRAMS 10,000

HOLY CROSS COLLEGE

54515 SR 933 NORTH
NOTRE DAME,IN46556 		N/A PC ENHANCING MENTAL HEALTH AND COMMUNITY AT UNIVERSITY EDGE APARTMENTS 50,000

HOME FOR FAMILIES

727 E MAIN ST
COLUMBUS,OH43205 		N/A PC SPARK EXPANSION PILOT PROJECT 37,500

HOPE ACADEMY

710 EAST 24TH STREET
MINNEAPOLIS,MN55404 		N/A PC PROVIDING A REMARKABLE, GOD-CENTERED EDUCATION + TRADES & TECH OPPORTUNITIES FOR URBAN YOUTH 50,000

HORIZONS AT SACRED HEART UNIVERSITY

5151 PARK AVE
FAIRFIELD,CT06825 		N/A PC ENHANCING EDUCATIONAL SUCCESS 20,000

INTERNATIONAL RETT SYNDROME FOUNDATION

4500 COOPER ROAD SUITE 204
CINCINNATI,OH45242 		N/A PC NEXT GENERATION GRANT FYE 2025 2,000

JEFFERSON STREET OASIS

PO BOX 2812
SPRINGFIELD,OH45501 		N/A PC EMPLOYING GARDEN MANAGER 30,000

JEFFS PLACE

281 PLEASANT ST
FRAMINGHAM,MA01701 		N/A PC DIRECTOR OF DEVELOPMENT POSITION 60,000

KIDZ2LEADERS

1640 POWERS FERRY ROAD
MARIETTA,GA30067 		N/A PC SERVING MORE CHILDREN & FAMILIES IMPACTED BY INCARCERATION 30,000

LESOTHO NUTRITION INITIATIVE

115 MONTERAY AVE
OAKWOOD,OH45419 		N/A PC LESOTHO NUTRITION INITIATIVE SUPPORT 2,500

MERCY LEARNING CENTER OF BRIDGEPORT INC

637 PARK AVENUE
BRIDGEPORT,CT06604 		N/A PC EMPOWERING WOMEN THROUGH EDUCATION BENEFIT 25,000

MODERN CLASSROOMS PROJECT

15 14TH ST SE
WASHINGTON,DC20003 		N/A PC SCALING CURRICULUM-EMBEDDED SOLUTIONS 333,334

NEW DAY INTAKE CENTER

PO BOX 11162
SOUTH BEND,IN46634 		N/A PC GENERAL SUPPORT 25,000

NORWALKSTAMFORD GRASSROOTS TENNIS AND EDUCATION

11 INGALLS AVE
NORWALK,CT06854 		N/A PC ARTHUR GOLDBLATT'S SUMMER CAMP 2024 15,000

NPOWER

31 S MAIN STREET SUITE 296
DAYTON,OH45402 		N/A PC IT TECH FUNDAMENTALS 50,000

OHIO TRI COUNTY FOOD ALLIANCE DBA SECOND HARVEST FOOD BANK

20 N MURRAY STREET
SPRINGFIELD,OH45503 		N/A PC FACILITY RENOVATION - WAREHOUSE FLOOR 100,000

ONE ACRE FUND

2070 GREEN BAY ROAD
HIGHLAND PARK,IL60035 		N/A PC ADVANCING CROP COMMERCIALIZATION AND MARKET ACCESS FOR SMALLHOLDER FARMERS IN KENYA 100,000

ON-THE-RISE

4177 DIALTON RD
SPRINGFIELD,OH45502 		N/A PC GENERAL SUPPORT 25,000

PARTNERSHIP SCHOOLS

450 LEXINGTON AVENUE
NEW YORK,NY10163 		N/A PC EXPANDING THE IMPACT OF PARTNERSHIP SCHOOLS IN CLEVELAND AND BEYOND 300,000

PER SCHOLAS

215 N FRONT STREET
COLUMBUS,OH43209 		N/A PC BUILDING CAPABILITIES TO SCALE EMPLOYER PARTNERSHIPS 333,333

PROJECT WOMAN OF OHIO

525 EAST HOME ROAD
SPRINGFIELD,OH45503 		N/A PC MAKE ME SAFE JUBILEE CAMPAIGN 30,000

REGIS HIGH SCHOOL

55 EAST 84 STREET
NEW YORK,NY10028 		N/A PC THE REACH PROGRAM 25,000

ROCKING HORSE COMMUNITY HEALTH CENTER

651 S LIMESTONE STREET
SPRINGFIELD,OH45505 		N/A PC JAMES E. SHEEHAN HEALTH BUS 315,533

RULING OUR EXPERIENCES (ROX)

1335 DUBLIN ROAD
COLUMBUS,OH43215 		N/A PC FAST TO 50 - ROX NATIONAL EXPANSION 60,000

SAILFUTURE

2154 27TH AVE N
ST PETERSBURG,FL33713 		N/A PC INDEPENDENT LIVING 50,000

SCHOOL CHOICE OHIO

1335 DUBLIN RD SUITE 50A
COLUMBUS,OH43215 		N/A PC PARENTAL OUTREACH AND ENGAGEMENT 25,000

SPRINGFIELD CITY SCHOOLS-PROJECT SPRINGBOARD

700 S LIMESTONE STREET
SPRINGFIELD,OH45505 		N/A PC PROJECT SPRINGBOARD 15,000

SPRINGFIELD CITY YOUTH MINISTRIES

1500 BROADWAY ST
SPRINGFIELD,OH45504 		N/A PC OPERATING SUPPORT 5,000

SPRINGFIELD FAMILY YMCA

300 S LIMESTONE ST
SPRINGFIELD,OH45505 		N/A PC CHILD WATCH REMODEL 25,000

SPRINGFIELD FOUNDATION

333 N LIMESTONE ST SUITE 201
SPRINGFIELD,OH45503 		N/A PC NTPRD ENDOWMENT, FUTURE IQ PROJECT, SPRINGFIELD PUBLIC ART 12,500

SPRINGFIELD MUSEUM OF ART

107 CLIFF PARK ROAD
SPRINGFIELD,OH45504 		N/A PC ARTFUL PLAY: FROM FIELD TRIPS TO FAMILY TRIPS 10,000

SPRINGFIELD SYMPHONY ORCHESTRA

300 S FOUNTAIN AVE
SPRINGFIELD,OH45506 		N/A PC YOUTH ORCHESTRAS AND CHOIRS GRANT APPLICATION 2024-2025 5,000

ST IGNATIUS SCHOOL

740 MANIDA STREET
BRONX,NY10474 		N/A PC GENERAL OPERATING SUPPORT 20,000

ST JOSEPH FINANCIAL SERVICES INC

1150 N 1ST ST
SAN JOSE,CA95112 		N/A PC GENERAL OPERATING SUPPORT 125,000

ST VINCENT DE PAUL THRIFT CENTER

228 RAFFENSPERGER AVE
SPRINGFIELD,OH45505 		N/A PC EMPLOYMENT NAVIGATOR 25,000

STAND TOGETHER FOUNDATION

4201 WILSON BLVD SUITE 0900
ARLINGTON,VA22203 		N/A PC CAFE MOMENTUM EXPANSION 100,000

STRIVE

205 EAST 122ND STREET 3RD FLOOR
NEW YORK,NY10035 		N/A PC EXPANDING PATHWAYS TO CAREERS IN HIGH-GROWTH INDUSTRIES 100,000

THE BLINKNOW FOUNDATION

35 KNOX HILL RD
MORRISTOWN,NJ07960 		N/A PC UNRESTRICTED SUPPORT 25,000

THE BRAXTON MILLER FOUNDATION

PO BOX 10798
COLUMBUS,OH43201 		N/A PC STEM PROGRAM 3,500

THE CHILDREN'S RESCUE CENTER

1027 WEST HIGH STREET
SPRINGFIELD,OH45506 		N/A PC THE ARK AFTER SCHOOL PROGRAM 10,000

THE DREXEL FUNDS (DBA THE DREXEL FUND)

325 CHESTNUT STREET 8TH FLOOR
PHILADELPHIA,PA19106 		N/A PC MULTIPLE SCHOOLS GRANT, OPERATIONS 2024-27 1,275,635

THE GLOBAL ORPHAN PROJECT INC

3161 WYANDOTTE STREET
KANSAS CITY,MO64111 		N/A PC CAREPORTAL CLARK COUNTY 20,000

THE GO PROJECT

50 COOPER SQUARE
NEW YORK,NY10003 		N/A PC GO SUMMER, GO SCHOOL, & GO FAMILIES 25,000

THE OAKS ACADEMY

1301 E 16TH ST
INDIANAPOLIS,IN46202 		N/A PC CAPACITY BUILDING FOR OAKS COMPENDIUM AND SCHOOL LEADER FELLOWSHIP 175,000

THE WILY NETWORK

189 WELLS AVENUE
NEWTON,MA02459 		N/A PC EXPANSION 10,000

THREAD INC

PO BOX 1584
BALTIMORE,MD21203 		N/A PC THREAD COMMUNITY MODEL 75,000

UNIVERSITY OF DAYTON FITZ CENTER FOR LEADERSHIP IN COMMUNITY

300 COLLEGE PARK DR
DAYTON,OH45469 		N/A PC DOULA INITIATIVE 20,000

UNIVERSITY OF NOTRE DAME

3104 JENKINS NANOVIC HALL
NOTRE DAME,IN46566 		N/A PC ENDOWMENT OF EXCELLENCE 4,000,000

VICTORY PROJECT INC

409 TROY STREET
DAYTON,OH45404 		N/A PC PROGRAM GROWTH 50,000

WELLSPRING

701 EAST COLUMBIA STREET
SPRINGFIELD,OH45503 		N/A PC WELLSPRING CAPACITY BUILDING REQUEST, SUPPORTING PARTNERSHIPS TO ASSURE READY KIDS (SPARK) 162,500

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063 		N/A PC ZAMBIA WATER, SANITATION AND HYGIENE (WASH) 500,000

YOUNG LIFE

PO BOX 1465
SPRINGFIELD,OH45501 		N/A PC CLARK COUNTY YOUNG LIFE 10,500

ZELIE'S HOME

13643 ROCKSIDE RD
GARFIELD HTS,OH44125 		N/A PC STRENGTHENING FUTURE GROWTH: STRATEGIC DEVELOPMENT PLANNING AND DONOR ENGAGEMENT, EXPANDING SUPPORT FOR PREGNANT WOMEN THROUGH RENOVATIONS 65,000
Total .................................right arrow 3a 10,706,306
bApproved for future payment

ARTISTS FOR HUMANITY
100 W SECOND STREET
BOSTON,MA02127 		N/A PC GENERAL OPERATING SUPPORT 100,000

BETTER TOGETHER
15275 COLLIER BLVD SUITE 201-284
NAPLES,FL34119 		N/A PC GENERAL OPERATING SUPPORT 200,000

BOTTOM LINE OHIO
118 W FIRST ST
DAYTON,OH45402 		N/A PC GENERAL OPERATING SUPPORT 200,000

CATHOLIC CHARITIES USA
2050 BALLENGER AVENUE SUITE 400
ALEXANDRIA,VA22314 		N/A PC LIFTING NEW MOTHERS OUT OF POVERTY 173,373

COMMUNITY IMPROVEMENT CORPORATION OF SPRINGFIELD & CLARK COUNTY
20 S LIMESTONE ST
SPRINGFIELD,OH45502 		N/A PC EXPAND 2029 CAMPAIGN 160,000

CORNER TO CORNER
PO BOX 60646
NASHVILLE,TN37206 		N/A PC THE ACADEMY: INVITATION INTO SUSTAINING PARTNERSHIP 300,000

CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN ST
COLUMBUS,OH43215 		N/A PC PROFESSIONAL WORK-STUDY PROGRAM 140,000

HOLY CROSS COLLEGE
54515 SR 933 NORTH
NOTRE DAME,IN46556 		N/A PC ENHANCING MENTAL HEALTH AND COMMUNITY AT UNIVERSITY EDGE APARTMENTS 50,000

HORIZONS AT SACRED HEART UNIVERSITY
5151 PARK AVE
FAIRFIELD,CT06825 		N/A PC ENHANCING EDUCATIONAL SUCCESS 25,000

JEFFERSON STREET OASIS
PO BOX 2812
SPRINGFIELD,OH45501 		N/A PC EMPLOYING GARDEN MANAGER 45,000

MODERN CLASSROOMS PROJECT
15 14TH ST SE
WASHINGTON,DC20003 		N/A PC SCALING CURRICULUM-EMBEDDED SOLUTIONS 666,666

PARTNERSHIP SCHOOLS
450 LEXINGTON AVENUE
NEW YORK,NY10163 		N/A PC EXPANDING THE IMPACT OF PARTNERSHIP SCHOOLS IN CLEVELAND AND BEYOND 300,000

RULING OUR EXPERIENCES (ROX)
1335 DUBLIN ROAD
COLUMBUS,OH43215 		N/A PC FAST TO 50 - ROX NATIONAL EXPANSION 120,000

SPRINGFIELD FOUNDATION
333 N LIMESTONE ST SUITE 201
SPRINGFIELD,OH45503 		N/A PC FUTURE IQ PROJECT 5,000

ST JOSEPH FINANCIAL SERVICES INC
1150 N 1ST ST
SAN JOSE,CA95112 		N/A PC GENERAL OPERATING SUPPORT 125,000

ST VINCENT DE PAUL THRIFT CENTER
228 RAFFENSPERGER AVE
SPRINGFIELD,OH45505 		N/A PC EMPLOYMENT NAVIGATOR 25,000

STRIVE
205 EAST 122ND STREET 3RD FLOOR
NEW YORK,NY10035 		N/A PC GENERAL OPERATING SUPPORT 100,000

THE DREXEL FUNDS (DBA THE DREXEL FUND)
325 CHESTNUT STREET 8TH FLOOR
PHILADELPHIA,PA19106 		N/A PC MULTIPLE SCHOOLS GRANT 825,000

THE GLOBAL ORPHAN PROJECT INC
3161 WYANDOTTE STREET
KANSAS CITY,MO64111 		N/A PC CAREPORTAL CLARK COUNTY 40,000

WELLSPRING
701 EAST COLUMBIA STREET
SPRINGFIELD,OH45503 		N/A PC WELLSPRING CAPACITY BUILDING REQUEST 100,000

WORLD VISION
PO BOX 9716
FEDERAL WAY,WA98063 		N/A PC ZAMBIA WATER, SANITATION AND HYGIENE (WASH) 500,000
Total ................................. right arrow 3b 4,200,039
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 14  
4 Dividends and interest from securities ....     14 993,431  
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 45,772  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 7,742,238  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP ORDINARY INCOME/LOSS 		901101 -324,670 14 1,577,725  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -324,670 10,359,180 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
10,034,510
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


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

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

32-6266976
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

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

527 political organization


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

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

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
WILSON SHEEHAN FOUNDATION
  		Employer identification number
32-6266976
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CHRISTOPHER E AND LORRAINE WILSON
252 1ST AVE S
 
NAPLES, FL34102

$ 7,709,020


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
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
1
 25,287 SHARES OF VISA INC $ 6,709,020 2024-07-02
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
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.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RETURN PREPARATION AND TAX COMPLIANCE 40,152 0   40,152

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

TY 2024 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 % 743 0    
OIL PAINTINGS 2013-12-12 1,778   NC 0 % 1,778 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 3,582 SL 7.000000000000 0 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS 8,014,292 8,007,068

TY 2024 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 6,846,079 15,983,338
U.S. MID CAP EQUITIES 2,499,916 3,852,435
INTERNATIONAL EQUITIES 931,471 828,240
EMERGING MARKET EQUITIES 467,130 679,470
U.S. SMALL CAP EQUITIES 677,610 710,940

TY 2024 InvestmentsOtherSchedule2
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
HEDGE FUNDS AT COST 33,540,677 35,700,534
PRIVATE EQUITIES AT COST 9,125,744 7,801,446
COMMODITIES AT COST 356,721 609,660

TY 2024 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 743 743 0  
OIL PAINTINGS 1,778 1,778 0  
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 2024 LegalFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL GOVERNANCE AND COUNSEL 80 0   80


TY 2024 OtherExpensesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
401(K) FEES 1,395 0   1,395
COMPUTER AND INTERNET 300 0   300
INSURANCE 4,714 0   4,714
MEMBERSHIP DUES 10,375 0   10,375
OFFICE EXPENSES 8,997 0   8,997
OTHER ADMIN EXPENSES 5,576 0   5,576
PARTNERSHIP EXPENSES 264,013 262,533   0
PAYROLL EXPENSES 2,748 0   2,748
SPONSORSHIPS 40,943 0   40,943
TELEPHONE 2,548 0   2,548


TY 2024 OtherIncomeSchedule2
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 45,772 45,772 45,772
PARTNERSHIP ORDINARY INCOME/LOSS 1,253,055 1,577,725 1,253,055


TY 2024 OtherProfessionalFeesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 185,621 185,621   0


TY 2024 TaxesSchedule
Name:
WILSON SHEEHAN FOUNDATION
EIN:
32-6266976
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL UBTI TAX 80,000 0   0
STATE TAXES 30,437 0   0
FOREIGN TAXES 200 200   0