Civic Intelligence

Keith and Deborah Wandell Charitable

EIN 46-1223181 • Bluffton, SC

16 Somerset PtBluffton, SC 29910
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

93rd percentile

64%

Faster asset growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

376%

Faster revenue growth than 96% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,251,325

Up $487,494 (+64%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,086,142

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin86th percentile

Revenue

Up

$693,226

Up $547,518 (+376%) from 2023

Expenses

Up

$370,915

Up $209,815 (+130%) from 2023

Net Income

Up

$322,311

Up $337,703 (+2194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $807,125Liabilities 2012: $02012Assets 2013: $730,280Liabilities 2013: $02013Assets 2014: $738,715Liabilities 2014: $0Net Assets 2014: $738,7152014Assets 2015: $754,786Liabilities 2015: $0Net Assets 2015: $754,7862015Assets 2016: $682,382Liabilities 2016: $0Net Assets 2016: $682,3822016Assets 2017: $896,211Liabilities 2017: $0Net Assets 2017: $896,2112017Assets 2019: $305,693Liabilities 2019: $0Net Assets 2019: $305,6932019Assets 2020: $450,475Liabilities 2020: $12020Assets 2021: $661,015Liabilities 2021: $0Net Assets 2021: $661,0142021Assets 2022: $779,223Liabilities 2022: $0Net Assets 2022: $779,2232022Assets 2023: $763,831Liabilities 2023: $12023Assets 2024: $1,251,325Liabilities 2024: $0Net Assets 2024: $1,086,1422024

Highlighted filing

2024

Assets$1,251,325
Liabilities$0
Net Assets$1,086,142
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $822,125Expenses 2012: $15,000Net Income 2012: $807,1252012Revenue 2013: $22,771Expenses 2013: $99,614Net Income 2013: -$76,8432013Revenue 2014: $34,359Expenses 2014: $35,925Net Income 2014: -$1,5662014Revenue 2015: $29,148Expenses 2015: $13,077Net Income 2015: $16,0712015Revenue 2016: $336,123Expenses 2016: $408,527Net Income 2016: -$72,4042016Revenue 2017: $523,778Expenses 2017: $309,949Net Income 2017: $213,8292017Revenue 2019: $221,992Expenses 2019: $504,633Net Income 2019: -$282,6412019Revenue 2020: $641,003Expenses 2020: $496,221Net Income 2020: $144,7822020Revenue 2021: $271,606Expenses 2021: $61,067Net Income 2021: $210,5392021Revenue 2022: $629,549Expenses 2022: $511,340Net Income 2022: $118,2092022Revenue 2023: $145,708Expenses 2023: $161,100Net Income 2023: -$15,3922023Revenue 2024: $693,226Expenses 2024: $370,915Net Income 2024: $322,3112024

Highlighted filing

2024

Revenue$693,226
Expenses$370,915
Net Income$322,311
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,251,325
Liabilities
$0
Net assets
$1,086,142
Revenue
$693,226
Expenses
$370,915
Net income
$322,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.09$0.69$0.37$0.32
2023Summary only. Only limited summary data is available for this year.$0.76$0.00$0.15$0.16$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.63$0.51$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.27$0.06$0.21
2020Summary only. Only limited summary data is available for this year.$0.45$0.00$0.64$0.50$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.22$0.50$0.28
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.52$0.31$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.34$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.03$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.03$0.04$0.00
2013Summary only. Only limited summary data is available for this year.$0.73$0.00$0.02$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.82$0.02$0.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEITH E WANDELLTrustee-$0--
DEBORAH L WANDELLTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOHIO UNIVERSITY FOUNDATIONUNRESTRICTED GRANTPCAThens, OH, US$370,000
Paid Grantboys & girls club of blufftonunrestricted grantPCbluffton, SC, US$600
Paid Grantmason first presbyterian churchunrestricted grantPCmason, MI, US$200
Paid GrantPLAY FOR PINK INCUNRESTRICTED GRANTPCNEW YORK, NY, US$115
Filing and Contact Details

Filer

Filer Name
Keith and Deborah Wandell Charitable
EIN
46-1223181
In Care Of
% KEITH E WANDELL
Phone
8438371999
Address
16 SOMERSET PT, BLUFFTON, SC 29910

Signing Officer

Name
Keith Wandell
Title
trustee
Phone
8438371999
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Foley & Lardner Llp
Address
777 E WISCONSIN AVE, MILWAUKEE, WI 53202-5306
Preparer
Emmaline S Jurgena
Phone
4142712400
Raw XML Appendix334 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt036235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1130548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21084535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt036235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1264165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21186949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2EXCHANGE-TRADED AND CLOSED-END
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt023462
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0489185
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0512648
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0512648
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0489185
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0370915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0370915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0180578
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt023462
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt023462
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0322311
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0967011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0489185
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0512648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0370915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0370915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0512648
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0693226
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt095094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt167690
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt382453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt437051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt565204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6112540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0218387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1152923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt466927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt54993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-12463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0218387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1152923
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234003
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt466927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt54993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-12463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0313481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1220613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt251797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3106868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4103978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt570197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6100077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CARLISLE CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HOULIHAN LOKEY INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PACCAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DOVER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CONSTELLATION BRANDS INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ISHARES RUSSELL 1000 VALUE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VANGUARD TOTAL BOND MARKET
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0489185
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0322311
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01086142
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0763831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01086142
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048515
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048515
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048515
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055641
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt07126
IRS990PF/DistributableAmountGrp/TotalTaxAmt07126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06410
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt07126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt07126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt07126
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0716
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06410
IRS990PF/FMVAssetsEOYAmt01487356
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01734454
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01915032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0758624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01251318
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01487349
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-970623
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-828890
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt05207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt07
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0763831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01251325
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01487356
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0763831
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01086142
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0763831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01086142
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01129756
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03034
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01126722
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016946
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055641
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01112810
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01129756
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KEITH E WANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DEBORAH L WANDELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt016 SOMERSET PT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116 SOMERSET PT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BLUFFTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BLUFFTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1SC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd029910
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd129910
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0370915
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0370915
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt016 SOMERSET PT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BLUFFTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0SC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd029910
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0SC
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KEITH E WANDELL
IRS990PF/StatementsRegardingActyGrp/PhoneNum08438371999
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0KEITH AND DEBORAH WANDELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2unrestricted grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3unrestricted grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OHIO UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PLAY FOR PINK INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2boys & girls club of bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3mason first presbyterian church
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 869
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt160 EAST 56TH STREET 8TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2po box 1908
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3131 e maple st
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AThens
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2bluffton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3mason
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2SC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd229910
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd348854
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0370915
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048515
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048515
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0103882
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0463431
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt027100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0486881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0473315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0473315
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01403694
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0322400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0103882
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0463431
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt027100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0486881
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0370915
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0322400
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01877009
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01554609
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Keith Deborah Wandell
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt016 Somerset Pt
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Bluffton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0SC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd029910
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0180578
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0319447
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1226689
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt252146
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0726 shares Carlisle Co, Inc.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,230 shares Houlihan Lokey Inc. Class A
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2450 shares Paccar Inc
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12024-12-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22024-12-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith Wandell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08438371999
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KEITH AND DEBORAH WANDELL CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KEIT
ReturnHeader/Filer/EIN0461223181
ReturnHeader/Filer/InCareOfNm0% KEITH E WANDELL
ReturnHeader/Filer/PhoneNum08438371999
ReturnHeader/Filer/USAddress/AddressLine1Txt016 SOMERSET PT
ReturnHeader/Filer/USAddress/CityNm0BLUFFTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029910
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOLEY & LARDNER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 E WISCONSIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532025306
ReturnHeader/PreparerPersonGrp/PhoneNum04142712400
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EMMALINE S JURGENA
ReturnHeader/ReturnTs02025-05-13T16:29:07-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits