2025-11-13T01:01:28-05:00 2024-12-31 861065772 DELOITTE TAX LLP 111 S WACKER DR STE 2100 CHICAGO IL 60606 990 2024-01-01 813284270 WEGMANS FAMILY FOUNDATION INC WEGM 5853282550 1500 BROOKS AVENUE ROCHESTER NY 14624 ERIN HEINTZ SECRETARY 5853282550 2025-11-12 true true JULIA A CLOUD P01247032 3124869815 2025-11-12 2024 2025-03-06 01:10:19Z ERIN HEINTZ 1500 BROOKS AVENUE ROCHESTER NY 14624 8390589 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. 3 3 0 5 0 0 0 0 620969 2216103 77840 26056 698809 2242159 1950000 1700000 0 0 0 0 216199 230159 2166199 1930159 -1467390 312000 49464810 53186394 0 0 49464810 53186394 TO MAKE GRANTS FOR THE PURPOSES OF BENEFITING AND SUPPORTING THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER, INC. false false 1700000 1700000 THE WEGMANS FAMILY FOUNDATIONS GRANTS WILL SUPPORT EDUCATION, HEALTH AND WELLNESS IN THE GREATER ROCHESTER AND FINGER LAKES REGIONS. THE WEGMANS FAMILY FOUNDATION GRANTS ARE MADE AT THE DIRECTION OF THE UNITED WAY OF GREATER ROCHESTER AND PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO FURTHER THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER. 1700000 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 3 3 true false false false false true false true true false false true true true true false false false false false NY DE X ERIN HEINTZ 5853282550 1500 BROOKS AVENUE ROCHESTER NY 14624 X DANIEL R WEGMAN CHAIRMAN/DIRECTOR 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 ERIN HEINTZ SECRETARY 1.0 X 0 0 0 COLLEEN J WEGMAN VICE CHAIR/TREASURER 1.0 X 0 0 0 0 0 0 false false false 1382189 1382189 6982344 6148430 833914 833914 833914 PARTNERSHIP INCOME 900099 26056 26056 26056 2242159 2242159 1700000 1700000 2791 2791 50000 50000 100391 100391 NY AG ANNUAL FILING FEE 750 750 PARTNERSHIP EXPENSES 76030 76030 DELAWARE SECRETARY OF STATE 130 130 BANK FEES 42 42 25 25 1930159 1700000 230159 0 705230 651455 41589219 43164644 2657126 2913308 4513235 6456987 49464810 53186394 0 0 X 49464810 53186394 49464810 53186394 49464810 53186394 X 312000 3409584 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 THE WEGMANS FAMILY FOUNDATIONS GRANTS WILL SUPPORT EDUCATION, HEALTH AND WELLNESS IN THE GREATER ROCHESTER AND FINGER LAKES REGIONS. THE WEGMANS FAMILY FOUNDATION GRANTS ARE MADE AT THE DIRECTION OF THE UNITED WAY OF GREATER ROCHESTER AND PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO FURTHER THE CHARITABLE ACTIVITIES OF THE UNITED WAY OF GREATER ROCHESTER. GS TACTICAL TILT OVERLAY FUND 2913308 F 2913308 CARLYLE PRINCIPAL OPPORTUNITIES 527358 SAFAR PARTNERS FUND, LP 3237389 VINTAGE IX B OFFSHORE SCSP 395170 E&F PRIVATE EQUITY MANAGERS (2022) 637261 REDBIRD CAPITAL PARTNERS IV ACCESS 238608 ARES SPECIAL OPPORTUNITIES II ACCES 732690 E&F PRIVATE EQUITY MANAGERS (2023) -3879 SLR PRIVATE CREDIT II (BDC) AC 112851 GTCR XIV ACCESS OFFSHORE LP 22333 ALPINVEST SECONDARIES VIII ACC 348597 SILVER POINT DOIP II ACCESS OF 48379 PRIVATE CREDIT MANAGERS (2023) OFFS 96172 THRIVE IX ACCESS OFFSHORE LP 46558 WEST STREET CAPITAL PARTNERS IX OFF 17500 6456987 true ENCOMPASS RESOURCES FOR LEARNING 4 LAKEVIEW PARK ROCHESTER NY 14623 201612594 501(c)(3) 300000 FMV PROGRAM SUPPORT NIAGARA UNIVERSITY PO BOX 2022 ALUMNI HALL NIAGARA UNIVERSITY NY 14109 160755807 501(c)(3) 500000 FMV PROGRAM SUPPORT VIRGINIA UNION UNIVERSITY 1500 N LOMBARDY ST RICHMOND VA 14604 540524516 501(c)(3) 300000 FMV PROGRAM SUPPORT MERCYHURST UNIVERSITY 501 E 38TH ST ERIE PA 55423 250965430 501(c)(3) 100000 FMV PROGRAM SUPPORT COMMON GROUND HEALTH PO BOX 1305 DAYTON OH 45401 453309488 501(c)(3) 500000 FMV PROGRAM SUPPORT 5 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 ERIN HEINTZ - BUSINESS RELATIONSHIP, COLLEEN WEGMAN AND ERIN HEINTZ - 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 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 GAIN 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