2024-11-15T16:01:44-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990PF 2023-01-01 464519154 HARLENE & MARVIN WOOL FOUNDATION C/O PLANCORP HARL 6365327824 540 MARYVILLE CENTRE DRIVE 105 ST LOUIS MO 63141 SANDON WOOL TRUSTEE 6365327824 2024-11-15 1 1 JENNIFER M VACHA P01251998 3149831200 2024-11-15 2023 2024-10-15 13:58:12Z X 30359138 X X 18840 18145 738419 738419 -311147 10516329 0 -3185 -6497 442927 750067 0 0 0 3657 1829 1828 5775 2888 2887 96140 91140 5000 7500 0 0 153 77 76 113225 95934 9791 1567500 1567500 1680725 95934 1577291 -1237798 654133 658590 934921 934921 0 46728 47837 23926957 22490420 29376380 24585547 23472069 30359138 0 0 X 0 0 0 0 24585547 23472069 24585547 23472069 24585547 23472069 24585547 -1237798 124320 23472069 0 23472069 OAKTREE SPECIAL SITUATIONS III ICAPITAL ACCESS FUND, L.P. P 262 262 0 0 PUBLICLY TRADED SECURITIES P 10318367 10827214 -508847 -508847 CAPITAL GAINS DIVIDENDS P 197700 197700 197700 -311147 9092 0 9092 0 9092 16691 0 10000 0 26691 0 17599 17599 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MO 1 0 0 0 1 1 HTTPS://THEWOOLFOUNDATION.ORG/ THE FOUNDATION 6365327824 540 MARYVILLE CENTRE DRIVE 105 ST LOUIS MO 63141 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMYE CARRIGAN 540 MARYVILLE CENTRE DR SUITE 105 ST LOUIS MO 63141 TRUSTEE 0.50 0 0 0 DENISE WOOL 540 MARYVILLE CENTRE DR SUITE 105 ST LOUIS MO 63141 TRUSTEE 0.50 0 0 0 SANDON WOOL 540 MARYVILLE CENTRE DR SUITE 105 ST LOUIS MO 63141 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 27765698 1186904 246917 29199519 0 0 29199519 437993 28761526 1438076 1438076 9092 607 9699 1428377 0 1428377 0 1428377 1577291 0 1577291 1428377 1399296 0 0 1577291 1399296 0 0 177995 0 0 0 0 0 0 0 0 1250382 0 0 0 HARLENE MARVIN WOOL FOUNDATION CO P 540 MARYVILLE CENTRE DRIVE SUITE 105 ST LOUIS MO 63141 6365327824 WOOLFOUNDATION@PLANCORP.COM GRANT APPLICATIONS CAN BE FOUND ON THE FOUNDATION'S WEBSITE AT THEWOOLFOUNDATION.ORG/GRANT-APPLICATIONS. THE APPLICATIONS MAY BE SUBMITTED VIA EMAIL OR BY MAIL. VISIT THE WEBSITE FOR THE GRANT APPLICATION DEADLINE. *APPLICANTS MUST HAVE 501(C)(3) DETERMINATION FROM THE U.S. INTERNAL REVENUE SERVICE. *PROGRAMS MUST OPERATE WITHIN THE UNITED STATES, WITH PREFERENCE TO THOSE FOCUSING ON THE GREATER ST. LOUIS AREA. *GRANTS MAY BE CONSIDERED FOR OPERATIONAL FUNDING, SPECIFIC PROGRAMS OR PROJECTS AND CAPITAL CAMPAIGNS. AREAS OF EXCLUSION: *INDIVIDUALS OR INDIVIDUAL SPONSORSHIPS *EXISTING ENDOWMENTS *POLITICAL PARTIES, CANDIDATES OR ACTIVITIES *RELIGIOUS GROUPS PROMOTING A SPECIFIC DOCTRINE OR DOCTRINES *ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, SEX, SEXUAL ORIENTATION, AGE, OR RELIGION *INTERNATIONAL ORGANIZATIONS *ATHLETIC TEAMS *DEBT REDUCTION ALMOST HOME 3200 ST VINCENT AVE ST LOUIS MO 63104 N/A PC TO STRENGTHEN OUR COMMUNITY BY EMPOWERING MOMS TO BECOME SELF-SUFFICIENT 5000 ASSISTANCE LEAGUE OF ST LOUIS 30 HENRY AVENUE ELLISVILLE MO 63011 N/A PC TO TRANSFORM THE LIVES OF CHILDREN AND ADULTS THROUGH COMMUNITY PROGRAMS 20000 AUTISM SPEAKS PO BOX 37148 BOONE IA 50037 N/A PC TO SUPPORT ALL PEOPLE WITH AUTISM ACROSS THE SPECTRUM AND THROUGHOUT THEIR LIFESPAN 15000 CARE TO LEARN 1740 S GLENSTONE AVE STE R SPRINGFIELD MO 65804 N/A PC TO PROVIDE FUNDING TO MEET EMERGENT HEALTH, HUNGER, AND HYGIENE NEEDS FOR STUDENTS 10000 CARING FOR KIDS 39 CRESTWOOD DRIVE CLAYTON MO 63105 N/A PC TO PROVIDE ESSENTIAL RESOURCES TO ABUSED, NEGLECTED, OR AT-RISK CHILDREN IN ST. LOUIS COUNTY 15000 CHILDCARE AWARE OF MISSOURI 955 EXECUTIVE PARKWAY DR STE 106 ST LOUIS MO 63141 N/A PC TO RAISE THE QUALITY OF EARLY CHILD CARE EDUCATIONAL EXPERIENCES IN MISSOURI 5000 CIRCLE OF CONCERN FOOD PANTRY PO BOX 444 VALLEY PARK MO 63088 N/A PC TO FEED THE HUNGRY AND PROVIDE ASSISTANCE TO LOW-INCOME FAMILIES 5000 EQUINE-ASSISTED THERAPY 3369 HWY 109 WILDWOOD MO 63038 N/A PC TO PROVIDE THERAPEUTIC HORSEMANSHIP EXPERIENCES TO PERSONS WITH DISABILITIES 5000 FATHERS & FAMILIES SUPPORT CENTER 1601 OLIVE ST ST LOUIS MO 63103 N/A PC PREPARING FATHERS TO TAKE FINANCIAL AND EMOTIONAL RESPONSIBILITY FOR THEIR CHILDREN 20000 FIDELITY INVESTMENTS CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 N/A PC PLEASE SEE PART XIV 3A FOR THE PURPOSE OF THE CONTRIBUTIONTHE CURRENT YEAR CONTRIBUTION WAS PROVIDED TO ADMINISTER GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS INCLUDING THOSE THAT PROVIDE EDUCATIONAL OR HEALTH RELATED SERVICES; AND ASSIST LOWER INCOME AND DISADVANTAGED ADULTS AND CHILDREN WITH HEALTH CARE OR IMPROVING THEIR ECONOMIC POSITION. 125000 FOREST PARK FOREVER 5595 GRAND DRIVE ST LOUIS MO 63112 N/A PC TO RESTORE, MAINTAIN, AND SUSTAIN FOREST PARK IN ST. LOUIS, MISSOURI 15000 FOSTER AND ADOPTIVE CARE COALITION 1750 SOUTH BRENTWOOD BLVD SUITE 210 ST LOUIS MO 63144 N/A PC TO PROVIDE RECRUITMENT, TRAINING, AND RETENTION OF FOSTER AND ADOPTIVE PARENTS 20000 FOUNDATION FOR SARCOIDOSIS RESEARCH 320 W OHIO STREET SUITE 300 CHICAGO IL 60654 N/A PC IMPROVING CARE FOR SARCOIDOSIS PATIENTS AND TO FINDING A CURE FOR THIS DISEASE 50000 FRIENDS OF KIDS WITH CANCER 16 SUNNEN DRIVE NO 161 ST LOUIS MO 63143 N/A PC TO SUPPORT CHILDREN UNDERGOING TREATMENT FOR, AND SURVIVORS OF, CANCER AND BLOOD-RELATED DISEASES 10000 GATEWAY ARCH PARK FOUNDATION 701 MARKET ST SUITE 1250 ST LOUIS MO 63101 N/A PC TO SUPPORT THE ST. LOUIS ARCH AND GROUNDS, PUBLIC SPACE, AND ATTRACTIONS SURROUNDING IT 15000 GATEWAY TO HOPE 3114 SUTTON BLVD MAPLEWOOD MO 63143 N/A PC TO ASSIST PATIENTS IN ACCESSING QUALITY, TIMELY, AFFORDABLE BREAST HEALTHCARE 5000 HEALING ACTION PO BOX 39429 ST LOUIS MO 63139 N/A PC TO COMBAT COMMERCIAL SEXUAL EXPLOITATION THROUGH A MULTI-SYSTEM APPROACH 10000 HOME SWEET HOME 10 SUNNEN DRIVE MAPLEWOOD MO 63143 N/A PC TO HELP CONNECT NONPROFIT PARTNERS IN ST. LOUIS WITH DONATED FURNITURE AND HOUSEHOLD ITEMS 30000 INTERNATIONAL INSTITUTE ST LOUIS 3401 ARSENAL ST ST LOUIS MO 63118 N/A PC TO HELP IMMIGRANTS AND THEIR FAMILIES BE PRODUCTIVE AMERICANS 5000 JEWISH COMMUNITY CENTER 2 MILLSTONE CAMPUS DRIVE ST LOUIS MO 63146 N/A PC TO SUPPORT THE "CREATING THE J FOR TOMORROW" CAMPAIGN 100000 JEWISH FAMILY SERVICES OF ST LOUIS 10950 SCHUETZ RD ST LOUIS MO 63146 N/A PC ADDRESSING COMMUNITY LIFESPAN NEEDS INCLUDING CLINICAL, PREVENTION, DIRECT AND SENIOR SERVICES 50000 LITTLE BIT FOUNDATION 1332 BAUR BLVD OLIVETTE MO 63132 N/A PC TO PROVIDE ESSENTIAL SUPPORT TO DISADVANTAGED CHILDREN BY PARTNERING WITH ST. LOUIS SCHOOLS 50000 LYDIA'S HOUSE INC PO BOX 2722 ST LOUIS MO 63116 N/A PC TO HELP END DOMESTIC VIOLENCE BY SUPPORTING ABUSED ADULTS AND THEIR CHILDREN 15000 MARYGROVE CHILD CENTER 2705 MULLANPHY LN FLORISSANT MO 63031 N/A PC TO PROVIDE A SAFE HOME, COMPASSIONATE CARE, AND HIGH-QUALITY MENTAL HEALTH SERVICES TO CHILDREN 10000 MERCY HEALTH FOUNDATION ST LOUIS 615 SOUTH NEW BALLAS RD ST LOUIS MO 63141 N/A PC TO SUPPORT CHARITY CARE PROVIDED TO PATIENTS OF MERCY HOSPITALS 25000 MIRIAM FOUNDATION 501 BACON AVENUE ST LOUIS MO 63119 N/A PC TO IMPROVE THE QUALITY OF LIFE FOR CHILDREN WITH LEARNING DIFFERENCES AND THEIR FAMILIES 50000 MISSOURI BOTANICAL GARDEN 4344 SHAW BOULEVARD ST LOUIS MO 63110 N/A PC TO SHARE KNOWLEDGE ABOUT PLANTS AND THEIR ENVIRONMENT 15000 MISSOURI HISTORY MUSEUM 5700 LINDELL BLVD ST LOUIS MO 63112 N/A PC TO SUPPORT A NATIONALLY ACCREDITED INSTITUTION FOCUSING ON LOCAL AND REGIONAL HISTORY 15000 NATIONAL COUNCIL OF JEWISH WOMEN 295 NORTH LINDBERGH BLVD ST LOUIS MO 63141 N/A PC TO SUPPORT ADVOCACY AND COMMUNITY SERVICE TO IMPROVE QUALITY OF LIFE AND ENSURE RIGHTS AND FREEDOMS 20000 OPERATION FOOD SEARCH 1644 LOTSIE BLVD ST LOUIS MO 63132 N/A PC TO NOURISH AND EDUCATE THOSE IN NEED OF FOOD AND NOURISHMENT 15000 PROMISE COMMUNITY HOMES 1240 DAUTEL LN ST LOUIS MO 63146 N/A PC PROVIDE SAFE, AFFORDABLE NEIGHBORHOOD HOMES FOR PEOPLE WITH DISABILITIES 15000 RANKEN JORDAN PEDIATRIC BRIDGE HOSPITAL 11365 DORSETT ROAD MARYLAND HEIGHTS MO 63043 N/A PC TO PROVIDE A CONTINUUM OF CARE FOR MEDICALLY COMPLICATED CHILDREN 20000 RONALD MCDONALD HOUSE CHARITIES ST LOUIS 3450 PARK AVE ST LOUIS MO 63104 N/A PC CREATING, FINDING, AND SUPPORTING PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN 50000 ROOM AT THE INN 3415 BRIDGELAND DR BRIDGETON MO 63044 N/A PC TO RESPOND TO THE NEEDS OF THE HOMELESS POPULATION 10000 SAFE CONNECTIONS 2165 HAMPTON AVE ST LOUIS MO 63139 N/A PC TO REDUCE THE IMPACT AND INCIDENCE OF RELATIONSHIP VIOLENCE AND SEXUAL ASSAULT 20000 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 N/A PC PLEASE SEE PART XIV 3A FOR THE PURPOSE OF THE CONTRIBUTIONTHE CURRENT YEAR CONTRIBUTION WAS PROVIDED TO ADMINISTER GRANTS TO QUALIFIED 501(C)(3) ORGANIZATIONS INCLUDING THOSE THAT PROVIDE EDUCATIONAL OR HEALTH RELATED SERVICES; AND ASSIST LOWER INCOME AND DISADVANTAGED ADULTS AND CHILDREN WITH HEALTH CARE OR IMPROVING THEIR ECONOMIC POSITION. 250000 SHRINERS HOSPITALS FOR CHILDREN - ST LOUIS 4400 CLAYTON AVE ST LOUIS MO 63110 N/A PC TO PROVIDE HOPE AND HEALING TO CHILDREN FACING HEALTH DIFFICULTIES 20000 SPECIAL OLYMPICS MISSOURI 305 SPECIAL OLYMPICS DRIVE ST LOUIS MO 65101 N/A PC TO SUPPORT YEAR-ROUND SPORTS FOR PERSONS WITH INTELLECTUAL DISABILITIES 10000 SSM HEALTH CARDINAL GLENNON CHILDREN'S FOUNDATION 3800 PARK AVE ST LOUIS MO 63110 N/A PC TO RAISE FUNDS AND AWARENESS OF SSM HEALTH CARDINAL GLENNON CHILDREN'S HOSPITAL 20000 ST LOUIS AREA FOODBANK 70 CORPORATE WOODS DRIVE BRIDGETON MO 63044 N/A PC TO NOURISH PEOPLE, EMPOWER COMMUNITIES, AND TRANSFORM SYSTEMS 10000 ST LOUIS ART MUSEUM ONE FINE ARTS DRIVE ST LOUIS MO 63110 N/A PC TO SUPPORT THE ST. LOUIS ART MUSEUM AND THE ARTS 15000 ST LOUIS CHILDREN'S HOSPITAL FOUNDATION 1001 HIGHLANDS PLAZA DR WEST NO 160 ST LOUIS MO 63110 N/A PC TO SUPPORT AND ENCOURAGE CHILDREN'S HEALTH CARE AND RELATED SERVICES 50000 ST LOUIS COUNTY LIBRARY FOUNDATION 1412 S SPOEDE ROAD ST LOUIS MO 63131 N/A PC TO SUPPORT ST. LOUIS COUNTY LIBRARIES AND TO PROMOTE READING AND LITERACY 10000 ST LOUIS CRISIS NURSERY 11710 ADMINISTRATION DRIVE SUITE 18 ST LOUIS MO 63146 N/A PC PROVIDE TEMPORARY CARE AND SHELTER TO CHILDREN CONFRONTED WITH VARIOUS LIFE CRISES 50000 ST LOUIS KAPLAN FELDMAN HOLOCAUST MUSEUM 36 MILLSTONE CAMPUS DRIVE ST LOUIS MO 63146 N/A PC EMPOWER VISITORS TO MAKE THE WORLD A MORE TOLERANT PLACE BY REJECTING ALL FORMS OF HATE AND RACISM 87500 ST LOUIS SCIENCE CENTER FOUNDATION 5050 OAKLAND AVENUE ST LOUIS MO 63110 N/A PC TO IGNITE AND SUSTAIN LIFELONG SCIENCE AND TECHNOLOGY LEARNING 15000 ST LOUIS SYMPHONY ORCHESTRA 718 NORTH GRAND BLVD ST LOUIS MO 63103 N/A PC TO ENRICH PEOPLE'S LIVES THROUGH THE POWER OF MUSIC 15000 ST LOUIS UNIVERSITY 221 NORTH GRAND BOULEVARD ST LOUIS MO 63103 N/A PC TO SUPPORT THE O'LOUGHLIN FAMILY CHAMPION CENTER 50000 ST LOUIS ZOO FOUNDATION ONE GOVERNMENT DRIVE ST LOUIS MO 63110 N/A PC TO SUPPORT THE ST. LOUIS ZOO AND THE PRESERVATION OF ANIMAL WILDLIFE 15000 ST LUKE'S HOSPITAL 232 S WOODS MILL RD CHESTERFIELD MO 63017 N/A PC TO IMPROVE THE QUALITY OF LIFE FOR LOCAL PATIENTS AND THE COMMUNITY 25000 STRAY RESCUE OF ST LOUIS 2320 PINE STREET ST LOUIS MO 63103 N/A PC TO SUPPORT THE RESCUE OF STRAY ANIMALS IN THE ST. LOUIS AREA 10000 THE BACKSTOPPERS INC 10411 CLAYTON ROAD SUITE 203 ST LOUIS MO 63131 N/A PC TO PROVIDE FINANCIAL ASSISTANCE TO SPOUSES AND CHILDREN OF ELIGIBLE FIRST RESPONDERS 20000 THE NEXT STEP PO BOX 440413 ST LOUIS MO 63144 N/A PC TO PROVIDE TUITION ASSISTANCE TO INDIVIDUALS IN A RECOVERY PROGRAM 20000 VETERANS COMMUNITY PROJECT 8900 TROOST AVENUE KANSAS CITY MO 64131 N/A PC TO SUPPORT THE LIVES OF HOMELESS VETERANS 10000 1567500 0 14 18840 14 738419 18 -311147 OAKTREE SPECIAL SITUATIONS III ICAPITAL ACCESS FUND, L.P. 525990 3312 MAI CAPITAL INCOME AND GROWTH FUND VI QP, LP 18 -6497 3312 439615 0 442927 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5775 2888 2887 46728 47837 0 0 GOLUB CAPITAL PARTNERS INTL 14 LP FMV 464334 464334 MAI CAPITAL INCOME AND GROWTH FUND VI QP, LP FMV 29499 29499 OAKTREE SPECIAL SITUATIONS III CAPITAL ACCESS FUND LP FMV 136269 136269 DFA INVESTMENT GRADE I FMV 3217865 3372367 DFA SHORT-TERM EXTENDED FMV 1649384 1649374 DFA EMRG MKTS CORE EQTY INST FMV 770927 889965 DFA INTERNATIONAL CORE E FMV 2918774 3650219 DIMENSIONAL FUND ADVISORS INTL VALUE PORT III INST FMV 1755316 2228972 DIMENSIONAL FUND ADVISORS US CORE 2 EQTY INST FMV 7283340 11413494 DIMENSIONAL FUND ADVISORS US LG CAP VALUE INST FMV 2127546 2616311 DIMENSIONAL FUND ADVISORS US VECTOR EQTY INST FMV 1824995 2532662 VANGUARD WINDSOR ADMIRAL FMV 142123 208905 AVANTIS INTERNATIONAL FMV 170048 184009 LEGAL FEES 3657 1829 1828 ADMINISTRATIVE EXPENSES 153 77 76 OAKTREE SPECIAL SITUATIONS III ICAPITAL ACCESS FUND, L.P. 3312 3312 MAI CAPITAL INCOME AND GROWTH FUND VI QP, LP -6497 -6497 -6497 VALUATION ADJUSTMENT 124320 INVESTMENT MANAGEMENT FEES 86140 86140 0 OTHER PROFESSIONAL FEES 10000 5000 5000 NET INVESTMENT INCOME TAXES 7500 0 0