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Nonprofiteer
← WEGMANS FAMILY FOUNDATION INC

Form 990 for tax year 2024

Filed by WEGMANS FAMILY FOUNDATION INC.

Totals

Total revenue
$2,242,159
Total expenses
$1,930,159
Contributions and grants received
$0
Grants paid
$1,700,000
Program service revenue
$0
Investment income
$2,216,103
Other revenue
$26,056
Total assets, end of year
$53,186,394
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$53,186,394
Program services expenses (Part IX)
$1,700,000
Management and general expenses
$230,159
Fundraising expenses
$0
Program service expenses (Part III)
$1,700,000

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $1,382,189 · excluded $1,382,189

  • 7a · Gross sales of assets other than inventory

    securities $6,982,344

  • 7b · Less cost or other basis and sales expenses

    securities $6,148,430

  • 7c · Gain or loss

    securities $833,914

  • 7d · Net gain or loss

    total $833,914 · excluded $833,914

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $26,056 · excluded $26,056

  • 11e · Other revenue, total

    $26,056

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,700,000 · program services $1,700,000

  • 11b · Fees: legal

    total $2,791 · management and general $2,791

  • 11c · Fees: accounting

    total $50,000 · management and general $50,000

  • 11f · Fees: investment management

    total $100,391 · management and general $100,391

  • 24a · Other expenses: NY AG ANNUAL FILING FEE

    total $750 · management and general $750

  • 24b · Other expenses: PARTNERSHIP EXPENSES

    total $76,030 · management and general $76,030

  • 24c · Other expenses: DELAWARE SECRETARY OF STATE

    total $130 · management and general $130

  • 24d · Other expenses: BANK FEES

    total $42 · management and general $42

  • 24e · All other expenses

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $705,230 · end of year $651,455

  • 11 · Investments: publicly traded securities

    beginning of year $41,589,219 · end of year $43,164,644

  • 12 · Investments: other securities

    beginning of year $2,657,126 · end of year $2,913,308

  • 15 · Other assets

    beginning of year $4,513,235 · end of year $6,456,987

  • 29 · Capital stock, trust principal or current funds

    beginning of year $49,464,810 · end of year $53,186,394

Mission and programs · 2024

Mission

TO MAKE GRANTS FOR THE PURPOSES OF BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER, INC.

  • THE WEGMANS FAMILY FOUNDATIONS GRANTS WILL SUPPORT EDUCATION, HEALTH AND WELLNESS IN THE GREATER ROCHESTER AND FINGER LAKES REGIONS. THE WEGMANS FAMILY FOUNDATION GRANTS ARE MADE AT THE DIRECTION OF THE UNITED WAY OF GREATER ROCHESTER AND PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO FURTHER THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER.

    Expenses $1,700,000 · Grants $1,700,000

As filed on the 2024 return.

Listed in Part VII

  • DANIEL R WEGMAN

    CHAIRMAN/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD J PETTINELLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MILT SENDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIN HEINTZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • COLLEEN J WEGMAN

    VICE CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202503179349300710

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