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Anne Grady Foundation FY2020 filing

Tax-deductible

Holland, OH501(c)(3)EIN 31-1212795Revenue $567K in FY2020

On file with the IRSannegrady.org1525 Eber Rd, 43528-9616 · Holland, OHTax-exempt since Nov 1987Supporting organization — 509(a)(3)

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Collects donated funds on behalf of the Anne Grady corporation.

501(c)(3) charity; gifts are tax-deductible.
35¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $408K a year · 47% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
35%
of spending
Concern: 35% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
55 mo
of spending, in cash
Looks good: 54.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $8K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$453K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$567K
Spent
$183K
To programs
35%
Net assets
$10.9M
By yearFY2020–FY2024
Revenue
$567K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$567K
FY2021$720K
FY2022$847K
FY2023$1.2M
FY2024$1.1M
Expenses
$183K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$183K
FY2021$295K
FY2022$656K
FY2023$861K
FY2024$332K
Net assets
$10.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$10.9M
FY2021$11.8M
FY2022$10.8M
FY2023$11.8M
FY2024$12.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

35 cents of each dollar spent went to programs.

Program services 35% · $65K Management & general 60% · $109K Fundraising 5% · $9K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Vince Marinelli
Secretary-Treasurer
$0Pt VII · Sec A
Dale Tolson
Board Member
$0Pt VII · Sec A
Aaron Bieszczad
Board Member
$0Pt VII · Sec A
Duane Wilson
Board Member
$0Pt VII · Sec A
Laurie Mills
Board Member
$0Pt VII · Sec A
Matt Lewandowski
Board Member
$0Pt VII · Sec A
See Anne Grady Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Gathers donated money for the Anne Grady Corporation.

Questions for Anne Grady Foundation

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Provided by the organization

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1 program · $65K · in their own filed words · FY2020
01

Anne grady foundation collects and holds donated funds on behalf of the anne grady corporation.

$65Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Nationwide Childrens Hospital Group ReturnFY2024$8K
Weisenburger Family Charitable Foundation INCFY2024$1K
Total grants receivedfrom 2 funders$8K
Grants paid · 5 grants · $687K · 2020–2024
Anne Grady CorporationOH · FY2024$48,391
Anne Grady CorporationOH · FY2023$388,302
Anne Grady CorporationOH · FY2022$86,419
Anne Grady CorporationOH · FY2021$116,423
Anne Grady CorporationOH · FY2020$46,976

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$567K
Ln 12
Gifts and grantsLn 1h$268K
Investment incomeLn 3$189K
Other incomeLn 4–11$111K
Money outPt IX
$183K
Ln 25
Programscol B$65K
Managementcol C$109K
Fundraisingcol D$9K
Owns and owesPt X
$10.9M
net assets · Ln 32
Cash and savingsLn 1–2$832K
Total assetsLn 16$11.3M
LiabilitiesLn 26$453K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$268K
Government grantsLn 1e$132K
Investment incomeLn 3$189K
Other incomeLn 4–11$111K
Gains on assetsLn 7$59K
Total revenueLn 12$567K
Assets in detailPt X, end of year
CashLn 1$110K
SavingsLn 2$722K
Cash and savings togetherLn 1–2$832K
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$4.2M
Other assetsLn 15$0
Total assetsLn 16$11.3M
LiabilitiesLn 26$453K
Net assetsLn 32$10.9M
OperationsPt I, VI
EmployeesI 50
VolunteersI 622
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$611K$832K
InvestmentsLn 11–13$5.6M$6.3M
Land, buildings, equipmentLn 10c$4.3M$4.2M
Total assetsLn 16$10.8M$11.3M
LiabilitiesLn 26$772K$453K
Net assetsLn 32$10.0M$10.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$47K$47K
Management feesLn 11a$64K$64K
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$9K$9K
Office expensesLn 13$80$80
InterestLn 20$18K$18K
InsuranceLn 23$26K$26K
Other expenses (24a–d)Ln 24$8K$1K$7K
All other expensesLn 24e−$1K−$1K
Total functional expensesLn 25$183K$65K$109K$9K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.1M$332K$721K$12.9M 990 PDF
FY2023 $1.2M$861K$317K$11.8M 990 PDF
FY2022 $847K$656K$191K$10.8M 990 PDF
FY2021 $720K$295K$425K$11.8M 990 PDF
FY2020 Viewing $567K$183K$385K$10.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $567,488 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $220,023$267,856
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $263,747$188,524
I-11 Other revenuePrior year $235,665$111,108
I-12 Total revenuePrior year $719,435$567,488
I-13 Grants and similar amounts paidPrior year $91,262$46,976
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $142,198$135,556
I-18 Total expensesPrior year $233,460$182,532
I-19 Revenue less expensesPrior year $485,975$384,956
Part VI · Governance 7 of 7 board members independent, 1 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $567,488 across 8 lines filed
Lines not itemized here account for $58,041 of total revenue; see the IRS return.
VIII-1e Government grants$132,466
VIII-1f All other contributions, gifts and grants$135,390
VIII-1h Total contributions, gifts and grants$267,856
VIII-3 Investment incomeExcluded from tax $129,104$129,104
VIII-6 Net rental income or lossRelated to mission $2,119$2,119
VIII-7 Net gain or loss on sales of assetsExcluded from tax $59,420$59,420
VIII-8 Net income from fundraising eventsExcluded from tax $50,948$50,948
VIII-12 Total revenueRelated to mission $60,160 · Unrelated business $0 · Excluded from tax $239,472$567,488
Part IX · Statement of functional expenses $182,532 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $46,976$46,976
IX-11a Management feesManagement $63,600$63,600
IX-11b Legal feesManagement $4,460$4,460
IX-11c Accounting feesManagement $7,900$7,900
IX-12 Advertising and promotionFundraising $9,102$9,102
IX-13 Office expensesManagement $80$80
IX-20 InterestPrograms $17,946$17,946
IX-23 InsuranceManagement $25,948$25,948
IX-24 Other expenses (24a–d)Programs $1,039 · Management $6,681$7,720
IX-24e All other expensesPrograms −$1,200−$1,200
IX-25 Total functional expensesPrograms $64,761 · Management $108,669 · Fundraising $9,102$182,532
Part X · Balance sheet $11,305,509 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $80,285$110,030
X-2 Savings and temporary cash investmentsStart of year $530,632$722,422
X-3 Pledges and grants receivableStart of year $107,445$0
X-4 Accounts receivableStart of year $2,100$4,348
X-10c Land, buildings and equipment, netStart of year $4,328,773$4,208,386
X-11 Publicly traded securitiesStart of year $5,622,772$6,260,323
X-15 Other assetsStart of year $115,807$0
X-16 Total assetsStart of year $10,787,814$11,305,509
X-17 Accounts payable and accrued expensesStart of year $50,000$50,000
X-19 Deferred revenueStart of year $700$2,950
X-25 Other liabilitiesStart of year $6,662$6,662
X-26 Total liabilitiesStart of year $772,221$453,315
X-27 Net assets without donor restrictionsStart of year $9,991,372$10,831,046
X-28 Net assets with donor restrictionsStart of year $24,221$21,148
X-32 Total net assets or fund balancesStart of year $10,015,593$10,852,194
X-33 Total liabilities and net assetsStart of year $10,787,814$11,305,509
Part XI · Reconciliation of net assets $10,852,194 net assets at year end
XI-1 Total revenue$567,488
XI-2 Total expenses$182,532
XI-3 Revenue less expenses$384,956
XI-4 Net assets at start of year$10,015,593
XI-5 Net unrealized gains (losses) on investments$451,645
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,852,194

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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