2025-09-24T08:43:47-05:00 2024-12-31 420714325 RSM US LLP 919 EAST MAIN STREET SUITE 1800 RICHMOND VA 23219 990PF 2024-01-01 920384293 THE MICHAEL WASSMER FOUNDATION MICH 8045921210 PO BOX 29786 HENRICO VA 23242 ANDREA WASSMER PRESIDENT, DIRECTOR 8047751060 2025-09-23 1 1 JACLYN WOOD P00743448 8042822121 2025-09-23 2024 2025-03-06 01:10:19Z X 1718971 X 280821 93 93 52136 52136 205995 1649191 205995 539045 258224 0 0 0 6391 6391 0 6312 977 0 113 57 56 1688 845 843 14504 8270 899 72000 72000 86504 8270 72899 452541 249954 3838 16395 16395 72319 104458 104458 1180969 825121 909845 0 617278 614626 0 77409 73647 1257126 1640661 1718971 0 0 X 0 0 0 0 1257126 1640661 1257126 1640661 1257126 1640661 1257126 452541 0 1709667 69006 1640661 PUBLICLY TRADED SECURITIES - ST P 913282 832722 80560 80560 PUBLICLY TRADED SECURITIES - LT P 735909 610474 125435 125435 205995 3474 0 3474 0 3474 2600 0 3500 0 6100 55 2571 2571 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 1 0 0 1 WASSMERFOUNDATION.ORG ANDREA WASSMER 8045921210 PO BOX 29786 HENRICO VA 23242 0 0 0 1 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 1503607 75650 0 1579257 0 0 1579257 23689 1555568 77778 77778 3474 3474 74304 0 74304 0 74304 72899 0 72899 74304 0 0 5656 2210 7866 72899 0 0 0 72899 0 1405 1405 6461 0 0 0 0 0 0 0 6461 4251 2210 ANDREA WASSMER ANDREA WASSMER PO BOX 29786 HENRICO VA 23242 8045921210 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 APPLICATIONS OPEN ON JANUARY 15TH AND ARE DUE BY MARCH 15TH OF EACH YEAR. 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, GOOCHLAND, HANOVER, HENRICO; 2) BE GRADUATING FROM HIGH SCHOOL IN THE SPRING OF 2025; 3) HAVE A CUMULATIVE GPA OF AT LEAST 3.5; 4) HAVE COMPLETED THE FAFSA OR VASA FOR THE UPCOMING SCHOOL YEAR AND HAVE A STUDENT AID INDEX OF $25,000 OR LESS; 5) INTEND TO ENROLL FULL TIME IN AN ACCREDITED FOUR-YEAR U.S. COLLEGE BEGINNING IN FALL OF 2025. NOTE: ABOVE DATES APPLY TO 2025 APPLICANTS AND SCHOLARSHIPS. COLBY TAYLOR PO BOX 5621 GLEN ALLEN VA 23058 NONE I 2024 SCHOLARSHIP 7500 DESTINY BIGOS 11001 AVENING RD CHESTERFIELD VA 23832 NONE I 2024 SCHOLARSHIP 7500 ELEANOR LOMBARDI 1616 WESTCASTLE DR HENRICO VA 23238 NONE I 2024 SCHOLARSHIP 7500 ELIZABETH HEROD 303 RALSTON RD HENRICO VA 23229 NONE I 2024 SCHOLARSHIP 7500 JAZZ MILES 3610 NOBLE AVE RICHMOND VA 23222 NONE I 2024 SCHOLARSHIP 7500 LAURA QUINONEZ 2701 HUNGARY SPRING ROAD HENRICO VA 23294 NONE I 2024 SCHOLARSHIP 7500 NAJMUDEEN OUERHANI 9701 STROUD LANE NORTH CHESTERFIELD VA 23236 NONE I 2024 SCHOLARSHIP 7500 PHOENIX UNZUETA 301 OLD CARROLLTON RD NORTH CHESTERFIELD VA 23236 NONE I 2024 SCHOLARSHIP 7500 SUTTON MARKS 14455 WEST PATRICK HENRY ROAD MONTPELIER VA 23192 NONE I 2024 SCHOLARSHIP 7500 THAOVY MAI 4224 LANVER LN HENRICO VA 23294 NONE I 2024 SCHOLARSHIP 4500 72000 0 14 93 14 52136 18 205995 0 258224 0 258224 0 0 0 0 0 0 0 0 0 0 X X 1 ANDREA WASSMER 3701 GLADES END LANE RICHMOND VA 23233 153147 X X 2 ANDY NAVARETTE 6008 HIGHLAND DRIVE CHEVY CHASE MD 20815 28000 X 3 TODD KENNEDY 1478 KINROSS LANE KINLOCH VA 22947 25000 X 4 JORY BERSON 13266 APDON COURT RICHMOND VA 23238 10000 X 5 KAREN GRING 3936 WHITE CHAPEL WAY RALEIGH NC 27615 10000 X 6 CAPITAL ONE FINANCIAL 1680 CAPITAL ONE DR MCLEAN VA 22102 9000 X 7 MOLLY MCCOMB 22 LOWER TUCKAHOE ROAD WEST RICHMOND VA 23238 5356 X 8 SARAH STRAUSS 19596 LINCOLN RD PURCELLVILLE VA 20132 5200 X 9 MORRIS TAYLOR 2510 COTTAGE COVE DR HENRICO VA 23233 5150 X 10 JIM UKROP 1500 WESTBROOK CT APT 3120 RICHMOND VA 23227 5000 X 1 SECURITIES 152058 2024-05-03 MFC ISHARES TR 1-5 YR BOND ETF 127981 128992 MFC ISHARES TRUST CORE AGGREGATE BOND ETF 244018 240506 MFC FLEXSHARES ULTRA-SHORT ETF 60958 60888 MFC FLEXSHARES 3 YR TARGET DURATION INDEX 25114 24958 MFC FLEXSHARES TRUST HIGH YIELD VALUE BOND INDEX 80092 79448 MFC ISHARES TR BROAD HIGH YIELD CORP BOND INDEX 79115 79834 ISHARES CORE S&P 500 369119 450340 MFC ISHARES TR GLOBAL INFRASTRUCTURE 45356 48507 MFC DIMENSIONAL ETF TRUST 45939 48550 MFC ISHARES CORE S&P MID-CAP 47173 49287 MFC DIMENSIONAL ETF INT'L CORE 80443 77876 VANGUARD FTSE DEVELOPED MARKETS ETF 144013 137913 MFC VANGUARD INT'L EQUITY INDEX 93078 97372 MFC FLEXSHARES GLOBAL QUALITY REAL ESTATE INDEX AT COST 45932 45017 MFC FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM INDEX AT COST 15747 14398 MFC SPDR INDEX SHS S&P GLOBAL RES ETF AT COST 15730 14232 APPRECIATION OF CONTRIBUTED STOCK OVER DONOR'S BASIS 68655 TIMING DIFFERENCE FROM 1099 351 WEBSITE EXPENSES 561 281 280 POSTAGE 232 116 116 DUES & SUBSCRIPTIONS 250 125 125 REGULATORY FEES 545 273 272 BANK FEES 100 50 50 INVESTMENT FEES 6391 6391 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 ANDREA WASSMER 3701 GLADES END LANE RICHMOND VA 23233 FEDERAL EXCISE TAX 5335 0 0 FOREIGN TAX 977 977 0