2023-11-30T14:00:46-06:00 2022-12-31 861065772 DELOITTE TAX LLP 330 RUSH ALLEY SUITE 800 COLUMBUS OH 432153932 990 2022-01-01 813284270 WEGMANS FAMILY FOUNDATION INC WEGM 5853282550 1500 BROOKS AVENUE ROCHESTER NY 14624 STEPHEN R VAN ARSDALE SECRETARY 5853282550 2023-11-30 true STEPHEN R VAN ARSDALE false KELLY NEUGEBAUER P01285591 6142211000 2023-11-30 2022 2023-04-26 12:10:37Z 15646073 false X N/A X 2016 NY TO MAKE GRANTS FOR THE PURPOSES OF BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER, INC. 5 5 0 5 0 0 0 0 783353 -2150670 601189 783353 -1549481 250000 0 0 0 0 166221 317269 166221 567269 617132 -2116750 51834880 44711976 0 0 51834880 44711976 TO MAKE GRANTS FOR THE PURPOSES OF BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER, INC. false false 302105 250000 WEGMANS FAMILY FOUNDATION, INC. MADE A DONATION DIRECTLY TO ENCOMPASS: RESOURCE FOR LEARNING FOR EDUCATIONAL PURPOSES. THE DONATION WAS MADE BY WEGMAN'S FAMILY FOUNDATION, INC. AT THE DIRECTION OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES. 302105 true false false false false false false false false false false true false true false false false true false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 5 5 true false false false false true false true true false false true true true true false false false false false NY DE X STEPHEN R VAN ARSDALE 5853282550 1500 BROOKS AVENUE ROCHESTER NY 14624 X DANIEL R WEGMAN CHAIRMAN/DIRECTOR 1.0 X X 0 0 0 COLLEEN J WEGMAN VICE CHAIR/TREASURER 1.0 X X 0 0 0 STEPHEN R VAN ARSDALE SECRETARY 1.0 X X 0 0 0 EDWARD J PETTINELLA DIRECTOR 1.0 X 0 0 0 MILT SENDER DIRECTOR 1.0 X 0 0 0 0 0 0 1 false false false THE GOLDMAN SACHS TRUST COMPANY NA 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 198093747 INVESTMENT MGMT FEES 139936 1 953550 953550 14091334 17195554 -3104220 -3104220 -3104220 MISCELLANEOUS INCOME 900099 558665 558665 PARTNERSHIP INCOME/LOSS 900099 42524 42524 601189 -1549481 -1549481 250000 250000 480 480 50000 50000 139936 139936 NY AG ANNUAL FILING FEE 1500 1500 PARTNERSHIP EXPENSES 125228 125228 DELAWARE SECRETARY OF STATE 125 125 567269 250000 317269 0 549207 508188 45675302 38027251 3044290 2548728 2566081 3627809 51834880 44711976 0 0 X 51834880 44711976 51834880 44711976 51834880 44711976 X -2116750 -5006154 X X false true X false X X X 1 UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 161015782 7 true 0 0 1 0 0 true false false false false true false false false false false false false false false true false 0 0 0 0 0 0 PART IV, SECTION A, LINE 6 WEGMANS FAMILY FOUNDATION, INC. MADE A DONATION DIRECTLY TO ENCOMPASS: RESOURCE FOR LEARNING FOR EDUCATIONAL PURPOSES. THE DONATION WAS MADE BY WEGMAN'S FAMILY FOUNDATION, INC. AT THE DIRECTION OF UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES. GS TACTICAL TILT OVERLAY FUND 2548728 F 2548728 CARLYLE PRINCIPAL OPPORTUNITIES 264493 SAFAR PARTNERS FUND, LP 2857813 VINTAGE IX B OFFSHORE SCSP 26000 E&F PRIVATE EQUITY MANAGERS (2022) -6771 REDBIRD CAPITAL PARTNERS IV ACCESS 123034 ARES SPECIAL OPPORTUNITIES II ACCES 363240 3627809 true UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 74 COLLEGE AVE ROCHESTER NY 14607 161015782 501(c)(3) 250000 FMV PROGRAM SUPPORT 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 WEGMANS FAMILY FOUNDATION, INC. MAINTAINS RECORDS OF CORRESPONDENCE WITH THE SUPPORTED ORGANIZATION, ANY GRANT REQUESTS RECEIVED, AND ACKNOWLEDGEMENTS FROM THE SUPPORTED ORGANIZATIONS. WEGMANS FAMILY FOUNDATION INC. ALSO RETAINS COPIES OF ALL BOARD MINUTES APPROVING THE GRANTS. FORM 990, PAGE 6, PART VI, LINE 2 DANIEL R. WEGMAN AND COLLEEN WEGMAN - FAMILY RELATIONSHIP, DANIEL R. WEGMAN AND STEPHEN VAN ARSDALE - BUSINESS RELATIONSHIP, COLLEEN WEGMAN AND STEPHEN VAN ARSDALE - BUSINESS RELATIONSHIP. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a THE UNITED WAY OF GREATER ROCHESTER, INC. HAS THE AUTHORITY TO APPOINT AT LEAST TWO BOARD MEMBERS, DEPENDING ON THE SIZE OF THE BOARD. THE UNITED WAY OF GREATER ROCHESTER, INC. BOARD MEMBERS SHOULD BE ONE MORE THAN THE WEGMAN FAMILY BOARD MEMBERS, GIVING THE UNITED WAY OF GREATER ROCHESTER, INC. BOARD MEMBERS THE MAJORITY. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW WEGMANS FAMILY FOUNDATION, INC.'S ANNUAL MEETING IS CALLED BY THE SECRETARY PRIOR TO THE FILING DEADLINE AND THE FORM 990-PF IS REVIEWED WITH ALL THE BOARD MEMBERS PAGE BY PAGE. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c WEGMANS FAMILY FOUNDATION, INC.'S DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE SECRETARY DISTRIBUTES DISCLOSURE FORMS ANNUALLY TO ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES SOLICITING THE DISCLOSURE OF ALL CONFLICTS OF INTEREST, INCLUDING SPECIFIC INFORMATION CONCERNING THE TERMS OF ANY CONTRACT OR TRANSACTION WITH WEGMAN FAMILY FOUNDATION, INC., AND WHETHER THE PROCESS FOR APPROVAL OF SAID CONTRACT OR TRANSACTION COMPLIED WITH WEGMAN FAMILY FOUNDATION, INC.'S POLICY SURROUNDING POTENTIAL CONFLICTS OF INTEREST. IF A DIRECTOR, OFFICER OR KEY EMPLOYEE BECOMES AWARE OF A CONFLICT OF INTEREST THAT WAS NOT DISCLOSED ON THE ANNUAL DISCLOSURE, THEY ARE REQUIRED TO DISCLOSE IT TO THE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c SECRETARY AS SOON AS POSSIBLE AND PRIOR TO ANY VOTING OR ENTRANCE INTO ANY CONTRACT OR TRANSACTION INVOLVING THE CONFLICT. AFTER THE BOARD IS MADE AWARE OF A POTENTIAL CONFLICT OF INTEREST, THE BOARD SHALL CONSIDER ALL MATERIAL FACTS CONCERNING THE PROPOSED CONTRACT OR TRANSACTION, INCLUDING THE PROCESS BY WHICH THE DECISION WAS MADE TO RECOMMEND ENTERING INTO THE ARRANGEMENT OF THE TERMS PROPOSED. THE BOARD WILL ONLY APPROVE THOSE CONTRACTS OR TRANSACTIONS IN WHICH THE TERMS ARE FAIR AND REASONABLE, AND ARE CONSISTENT WITH THE BEST INTERESTS OF WEGMAN FAMILY FOUNDATION, INC. THE BASIS FOR THESE DECISIONS WILL BE RECORDED IN THE MINUTES. CONTRACTS OR TRANSACTIONS BETWEEN WEGMAN FAMILY FOUNDATION, INC. AND ANY DIRECTORS OR EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c OFFICERS, OR ANY ENTITY IN WHICH A DIRECTOR OR OFFICER IS ALSO A DIRECTOR OR OFFICER OR HAS A SUBSTANTIAL FINANCIAL INTEREST, ARE VOID OR VOIDABLE. IF DISCLOSURE OF THIS TYPE OF RELATIONSHIP WAS MADE IN GOOD FAITH, THE CONTRACT OR TRANSACTION MAY BE APPROVED AS LONG AS THE INTERESTED PARTY IS NOT PRESENT AT THE TIME OF THE DISCUSSION AND DECISION CONCERNING THE AUTHORIZATION OF SAID CONTRACT OR TRANSACTION, AND THE INTERESTED PARTY'S VOTE IS NOT COUNTED. FORM 990, PAGE 6, PART VI, LINE 19 NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC. FORM 990, PAGE 12, PART XII, LINE 2 NO CHANGE WAS MADE TO THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. WEGMANS FAMILY FOUNDATION, INC. DOES NOT HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE AUDIT PERFORMED ON UNITED WAY OF GREATER ROCHESTER, INC.'S FINANCIALS. THE INVESTMENT COMMITTEE DOES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE RELATIONSHIP WITH INVESTMENT ADVISORS WHO ARE RESPONSIBLE FOR THE SELECTION OF THE ACCOUNTING FIRM TO PREPARE THE FINANCIAL STATEMENTS. EXPLANATION FOR FORM 990, PART XI, LINE 9 UNREALIZED LOSS FROM INVESTMENT UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES 74 COLLEGE AVE ROCHESTER NY 14607 161015782 GRANTS FOR CHARITABLE PURPOSES NY 501(c)3 7 N/A false false false false false false false false false false false false false false false false false false false false