2024-11-08T14:55:21-06:00 2023-12-31 420714325 RSM US LLP 7351 OFFICE PARK PLACE MELBOURNE FL 329408229 990PF 2023-01-01 920384293 THE MICHAEL WASSMER FOUNDATION MICH 8042822121 PO BOX 29786 HENRICO VA 23242 ANDREA WASSMER PRESIDENT, DIRECTOR 8047751060 2024-11-08 1 0 KELLI PECK P01423033 3217516200 2024-11-08 2023 2024-10-15 13:58:12Z X X 1366428 X 1070285 205 205 25882 25352 174840 402561 174840 1271212 200397 0 0 0 7935 3968 3967 1500 750 750 2362 2362 0 946 946 0 471 236 235 114 57 57 12322 6163 6159 25650 14482 11168 27500 27500 53150 14482 38668 1218062 185915 1000 3838 3838 17146 72319 72319 149946 1180969 1290271 168092 1257126 1366428 0 0 X 0 0 0 0 168092 1257126 168092 1257126 168092 1257126 168092 1218062 0 1386154 129028 1257126 PUBLICLY TRADED SECURITIES - ST D 4861 4861 4861 PUBLICLY TRADED SECURITIES - LT D 188353 99378 88975 88975 PUBLICLY TRADED SECURITIES - LT P 203228 128343 74885 74885 CAPITAL GAINS DIVIDENDS P 6119 6119 6119 174840 2584 0 2584 0 2584 0 0 0 0 0 151 2735 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 WASSMERFOUNDATION.ORG ANDREA WASSMER 8047751060 3701 GLADES END LANE HENRICO VA 23233 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ANDREA WASSMER 3701 GLADES END LANE HENRICO VA 23233 PRESIDENT, DIRECTOR 20.00 0 0 0 ZACHARY WASSMER 28 E 18TH ST APT 4 NEW YORK NY 10003 DIRECTOR 2.00 0 0 0 OWEN WASSMER 3701 GLADES END LANE HENRICO VA 23233 DIRECTOR 2.00 0 0 0 CLAUDIA RINALDI 10802 STONEYCREEK DR HENRICO VA 23238 SECRETARY, DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 751375 41359 0 792734 0 0 792734 11891 780843 39042 39042 2584 2584 36458 0 36458 0 36458 38668 0 38668 36458 0 0 5656 5656 38668 0 0 0 36458 2210 0 0 7866 0 0 0 0 0 0 0 7866 5656 2210 ANDREA WASSMER ANDREA WASSMER 3701 GLADES END LANE HENRICO VA 23233 8047751060 INFO@WASSMERFOUNDATION.ORG APPLICATIONS ARE SUBMITTED ONLINE AT WASSMERFOUNDATION.ORG. THE ONLINE APPLICATION ASKS APPLICANTS TO PROVIDE: 1) HIGH SCHOOL TRANSCRIPT; 2) FINANCIAL INFORMATION (FAFSA OR VASA STUDENT AID REPORT AND FINANCIAL AID AWARD LETTERS FROM COLLEGES); 3) RECOMMENDATION; 4) EMPLOYMENT, COMMUNITY SERVICE, EXTRACURRICULAR ACTIVITIES, AWARDS AND HONORS; 5) SHORT ESSAYS; 6) VIDEO SUBMISSION 2024 RECIPIENTS HAVE BEEN SELECTED. 2025 SCHOLARSHIP APPLICATIONS WILL OPEN ON DECEMBER 15, 2024. TO BE ELIGIBLE FOR A MICHAEL WASSMER FOUNDATION SCHOLARSHIP, APPLICANTS MUST: 1) RESIDE IN THE CITY OF RICHMOND OR ANY OF THE FOLLOWING COUNTIES: CHESTERFIELD, HANOVER, HENRICO; 2) BE GRADUATING FROM HIGH SCHOOL IN THE SPRING OF 2024; 3) HAVE A CUMULATIVE GPA OF AT LEAST 3.5; 4) HAVE COMPLETED THE FAFSA OR VASA FOR THE UPCOMING SCHOOL YEAR AND HAVE DEMONSTRATED FINANCIAL NEED; 5) INTEND TO ENROLL FULL TIME IN AN ACCREDITED FOUR-YEAR U.S. COLLEGE BEGINNING IN FALL OF 2024. NOTE: ABOVE DATES APPLY TO 2024 APPLICANTS AND SCHOLARSHIPS. 2023 WAS THE FIRST YEAR THE FOUNDATION ISSUED SCHOLARSHIPS (NO 2022 ACTIVITY). COLBY TAYLOR PO BOX 5621 GLEN ALLEN VA 23058 NONE I 2023 SCHOLARSHIP 7500 LAURA QUINONEZ 2701 HUNGARY SPRING ROAD HENRICO VA 23294 NONE I 2023 SCHOLARSHIP 7500 SUTTON MARKS 14455 WEST PATRICK HENRY ROAD MONTPELIER VA 23192 NONE I 2023 SCHOLARSHIP 7500 VYVY MAI 4224 LANVER LN HENRICO VA 23294 NONE I 2023 SCHOLARSHIP 5000 27500 0 14 205 14 25882 18 174840 0 200927 0 200927 0 0 0 0 0 0 0 0 0 0 X X 1 CAPITAL ONE FINANCIAL 1680 CAPITAL ONE DR MCLEAN VA 22102 361500 X 2 RICHARD FAIRBANK 1403 LANGLEY PLACE MCLEAN VA 22101 199710 X 3 TRIP HALL 1909 FOXVIEW CIRCLE NW WASHINGTON DC 20007 30000 X 4 TODD KENNEDY 1478 KINROSS LANE KINLOCH VA 22947 25000 X 5 ANDREA WASSMER 3701 GLADES END LANE HENRICO VA 232331778 22142 X 6 NANCY AND STERLING EDMUNDS 3800 SOMERBROOK COURT RICHMOND VA 23233 15474 X 7 ANDREW YOUNG 43882 MIDDLESEX DRIVE CHANTILLY VA 20152 10299 X 8 CHAD EISELE 4700 WYNGATE LANE MECHANICSVILLE VA 23116 10299 X 9 JACKIE JAMISON 12909 HOLMBANK LANE RICHMOND VA 23233 10299 X 10 JUDY PAHREN 815 WESTHAM PARKWAY RICHMOND VA 23229 10299 X 11 MATT COOPER 2501 HANOVER AVENUE RICHMOND VA 23220 10299 X 12 RAVI RAGHU 2135 WATERROCK DRIVE ALLEN TX 75013 10299 X 13 BRAD AND MELISSA JIULIANTI 203 WAKEFIELD ROAD RICHMOND VA 23221 10077 X 14 ALICE GIVENS 5118 OLD MAIN STREET RICHMOND VA 23231 10000 X 15 JORY BERSON 13266 APDON COURT RICHMOND VA 23238 10000 X 16 KARA WEST 614 DEERFIELD POND COURT GREAT FALLS VA 22066 10000 X 17 KAREN GRING 3936 WHITE CHAPEL WAY RALEIGH NC 27615 10000 X 18 KATHY KAUFFMAN 16118 MABRY MILL DRIVE MIDLOTHIAN VA 23113 10000 X 19 KEVIN BORGMANN 5035 KLINGLE STREET NW WASHINGTON DC 20016 10000 X 20 LIA DEAN 4731 FULTON ST NW WASHINGTON DC 20007 10000 X 21 STEVE CRAWFORD PO BOX 1100 27 ASPEN DR MOULTONBOROUGH NH 03254 10000 X 22 SANDY AND ROGER KASCH 12616 AMBER TERRACE RICHMOND VA 23233 6028 X X 23 JAY SANNE 8220 KINGSDOWN COURT RICHMOND VA 23229 5373 X 24 BUCK STINSON 256 LUCILLE LANE MANAKIN SABOT VA 23103 5356 X 25 MORRIS AND CHERI TAYLOR 2510 COTTAGE COVE DRIVE HENRICO VA 23233 5356 X 26 SAM AND JEWELL HOPKINS 837 ELMSLIE LANE MANAKINSABOT VA 23103 5356 X 27 STEPH GREEN 13413 ELLERTON COURT MIDLOTHIAN VA 23113 5356 X 28 RAEGAN AND CRAIG MORRIS 11462 BARRINGTON BRIDGE COURT RICHMOND VA 23233 5348 X 29 LEE DOLAN 3805 SOMERBROOK COURT RICHMOND VA 23233 5303 X 30 KELLY AND JONATHAN STALLS 1 RAVEN ROCK LANE HENRICO VA 23229 5256 X 31 TODD CASSIDY 3809 SOMERBROOK COURT RICHMOND VA 23233 5200 X 32 HOLLY AND PAUL HOELTING 11532 LONGVIEW LANDING DRIVE HENRICO VA 23233 5150 X 33 DANIEL MOUADEB 305 SPRINGWOOD CT NE VIENNA VA 22180 5062 X 34 FRANK LAPRADE 3432 NEWARK ST NW WASHINGTON DC 20026 5000 X 35 HJC FAMILY FOUNDATION 156 HONEY LOCUST RICHMOND VA 23238 5000 X 36 JIM UKROP 1500 WESTBROOK CT APT 3120 RICHMOND VA 23227 5000 X 37 ALISON AND KELLY KELLER 11328 HALBROOKE COURT HENRICO VA 23233 3162 X 2 439 SHS ISHARES CORE S&P 500 199710 2023-07-27 6 165 SHS RYMAN HOSPITALITY PR 15474 2023-02-15 13 295 SHS DFA US CORE EQUITY 10077 2023-11-27 22 27 SHS AUTODESK 5925 2023-02-03 28 52 SHS CAPITAL ONE FC 5348 2023-01-13 33 36 SHS IBM CORP 5062 2023-01-19 37 29 SHS ISHARES RUSSELL MID CAP VALUE ETF 3162 2023-09-06 ACCOUNTING FEES 1500 750 750 DELAWARE SMALL CAP VALUE 59739 65216 ARTISAN HIGH INCOME ADVI 37027 38449 BLACKROCK STRATEGIC INCOME 77594 79571 BRANDYWINE GLOBAL 24893 27075 DODGE & COX INCOME I 114651 117662 JPMORGAN CORE BOND I 115969 118176 AMERICAN FUNDS EUROPACIFIC GROWTH 101077 105085 COHEN & STEERS INSTL REALTY 61326 66158 CONESTOGA SMALL CAP INSTL 62072 67952 DFA INTERNATIONAL CORE EQUITY I 99399 106060 DWS RREEF REAL ASSETS INST 63634 64677 GQG PARTNERS EMERGING MARKETS EQUITY INST 49866 57172 PIMCO RAE EMERGING MARKETS INSTL 52787 57000 VANGUARD 500 INDEX ADMIRAL 232362 267001 ISHARES CORE S&P 500 28573 53017 LEGAL FEES 7935 3968 3967 APPRECIATION OF CONTRIBUTED STOCK OVER DONOR'S BASIS 129028 WEBSITE EXPENSES 427 214 213 POSTAGE 345 173 172 MARKETING 4037 2019 2018 DUES & SUBSCRIPTIONS 250 125 125 REGULATORY FEES 326 163 163 CREDIT CARD FEES 6937 3469 3468 INVESTMENT FEES 2362 2362 0 CAPITAL ONE FINANCIAL 1680 CAPITAL ONE DR MCLEAN VA 22102 RICHARD FAIRBANK 1403 LANGLEY PLACE MCLEAN VA 22101 TRIP HALL 1909 FOXVIEW CIRCLE NW WASHINGTON DC 20007 FOREIGN TAXES 946 946 0