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Anne Grady Foundation FY2021 filing

Tax-deductible

Holland, OH501(c)(3) EIN 31-1212795Revenue $720K in FY2021Latest return filed Nov 17, 2025

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.
50¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
50%
of spending
Concern: 50% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
42 mo
of spending, in cash
Plus $7.2M in investments, Pt X · Ln 11–13
Looks good: 41.8 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
$438K
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
$720K
+27% vs prior year
Spent
$295K
To programs
50%
Net assets
$11.8M
By yearFY2020–FY2024
Revenue
$720K
FY2021▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$567K
FY2021$720K
FY2022$847K
FY2023$1.2M
FY2024$1.1M
Expenses
$295K
FY2021▲ +61%
Tap a bar for its year
Expenses by fiscal year
FY2020$183K
FY2021$295K
FY2022$656K
FY2023$861K
FY2024$332K
Net assets
$11.8M
FY2021▲ +9%
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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

50 cents of each dollar spent went to programs.

Program services 50% · $146K Management & general 48% · $141K Fundraising 3% · $7K

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

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
James Whiteman
Past President
$0Pt VII · Sec A
Vince Marinelli
Secretary-Treasurer
$0Pt VII · Sec A
Dale Tolson
Board Member
$0Pt VII · Sec A
Aaron Bieszczad
Vice-President
$0Pt VII · Sec A
Duane Wilson
President
$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 →

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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1 program · $146K · in their own filed words · FY2021
01

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

$146Kprogram 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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$720K
Ln 12
Investment incomeLn 3$529K
Other incomeLn 4–11$134K
Gifts and grantsLn 1h$57K
Money outPt IX
$295K
Ln 25
Programscol B$146K
Managementcol C$141K
Fundraisingcol D$7K
Owns and owesPt X
$11.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$12.3M
LiabilitiesLn 26$438K
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$57K
Government grantsLn 1e$20K
Investment incomeLn 3$529K
Other incomeLn 4–11$134K
Gains on assetsLn 7$399K
Total revenueLn 12$720K
Assets in detailPt X, end of year
CashLn 1$93K
SavingsLn 2$934K
Cash and savings togetherLn 1–2$1.0M
InvestmentsLn 11–13$7.2M
Land, buildings, equipmentLn 10c$3.9M
Total assetsLn 16$12.3M
LiabilitiesLn 26$438K
Net assetsLn 32$11.8M
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 FY21End FY21
Cash and savingsLn 1–2$832K$1.0M
InvestmentsLn 11–13$6.3M$7.2M
Land, buildings, equipmentLn 10c$4.2M$3.9M
Total assetsLn 16$11.3M$12.3M
LiabilitiesLn 26$453K$438K
Net assetsLn 32$10.9M$11.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$116K$116K
Management feesLn 11a$64K$64K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$8K$8K
Advertising and promotionLn 12$6K$6K
Office expensesLn 13$16K$16K
InterestLn 20$14K$14K
InsuranceLn 23$27K$27K
Other expenses (24a–d)Ln 24$40K$15K$24K$1K
All other expensesLn 24e$702$702
Total functional expensesLn 25$295K$146K$141K$7K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $1.1M$332K$721K$12.9M 990 PDF
FY2023Filed with the IRS Oct 7, 2024 $1.2M$861K$317K$11.8M 990 PDF
FY2022Filed with the IRS Oct 25, 2023 $847K$656K$191K$10.8M 990 PDF
FY2021 ViewingFiled with the IRS Nov 1, 2022 $720K$295K$425K$11.8M 990 PDF
FY2020Filed with the IRS Oct 27, 2021 $567K$183K$385K$10.9M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $719,865 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $267,856$57,460
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $188,524$528,626
I-11 Other revenuePrior year $111,108$133,779
I-12 Total revenuePrior year $567,488$719,865
I-13 Grants and similar amounts paidPrior year $46,976$116,423
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 $135,556$178,167
I-18 Total expensesPrior year $182,532$294,590
I-19 Revenue less expensesPrior year $384,956$425,275
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 $719,865 across 8 lines filed
Lines not itemized here account for $100,567 of total revenue; see the IRS return.
VIII-1e Government grants$20,000
VIII-1f All other contributions, gifts and grants$37,460
VIII-1h Total contributions, gifts and grants$57,460
VIII-3 Investment incomeExcluded from tax $129,959$129,959
VIII-6 Net rental income or lossRelated to mission −$17,144−$17,144
VIII-7 Net gain or loss on sales of assetsExcluded from tax $398,667$398,667
VIII-8 Net income from fundraising eventsExcluded from tax $50,356$50,356
VIII-12 Total revenueRelated to mission $83,423 · Unrelated business $0 · Excluded from tax $578,982$719,865
Part IX · Statement of functional expenses $294,590 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $116,423$116,423
IX-11a Management feesManagement $63,600$63,600
IX-11b Legal feesManagement $1,500$1,500
IX-11c Accounting feesManagement $8,300$8,300
IX-12 Advertising and promotionFundraising $6,200$6,200
IX-13 Office expensesManagement $16,123$16,123
IX-20 InterestPrograms $14,075$14,075
IX-23 InsuranceManagement $27,282$27,282
IX-24 Other expenses (24a–d)Programs $14,998 · Management $24,205 · Fundraising $1,182$40,385
IX-24e All other expensesPrograms $702$702
IX-25 Total functional expensesPrograms $146,198 · Management $141,010 · Fundraising $7,382$294,590
Part X · Balance sheet $12,263,196 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $110,030$92,548
X-2 Savings and temporary cash investmentsStart of year $722,422$934,433
X-4 Accounts receivableStart of year $4,348$764
X-9 Prepaid expenses and deferred charges$95,612
X-10c Land, buildings and equipment, netStart of year $4,208,386$3,909,645
X-11 Publicly traded securitiesStart of year $6,260,323$7,230,194
X-16 Total assetsStart of year $11,305,509$12,263,196
X-17 Accounts payable and accrued expensesStart of year $50,000$70,772
X-19 Deferred revenueStart of year $2,950$2,800
X-25 Other liabilitiesStart of year $6,662$8,802
X-26 Total liabilitiesStart of year $453,315$438,106
X-27 Net assets without donor restrictionsStart of year $10,831,046$11,807,821
X-28 Net assets with donor restrictionsStart of year $21,148$17,269
X-32 Total net assets or fund balancesStart of year $10,852,194$11,825,090
X-33 Total liabilities and net assetsStart of year $11,305,509$12,263,196
Part XI · Reconciliation of net assets $11,825,090 net assets at year end
XI-1 Total revenue$719,865
XI-2 Total expenses$294,590
XI-3 Revenue less expenses$425,275
XI-4 Net assets at start of year$10,852,194
XI-5 Net unrealized gains (losses) on investments$547,621
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$11,825,090

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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