Graziadio Wellness Foundation

About

1) THE GRAZIADIO WELLNESS FOUNDATION (THE "FOUNDATION) USED SET-ASIDE FUNDS AND DISTRIBUTED $410,285 TO ORANGE COUNTY COMMUNITY FOUNDATION, A PUBLIC CHARITY.2) THE DISTRIBUTION WAS PAID WITHIN THE 60-MONTH PERIOD AFTER THE DATE OF THE FIRST SET-ASIDE.3) THE SET-ASIDE IS IN ACCORDANCE WITH IRC SEC. 4642(D). 2019 IS THE FIRST TAX YEAR A SET-ASIDE WAS CONSIDERED. THE $366,000 SHOWN BELOW WAS RECEIVED IN CALENDAR YEAR 2018, BUT FOR PURPOSES OF THE PASS-THROUGH EXCEPTION, IN ACCORDANCE WITH REG. 53.4942(A)-3(C)(1), THE RECIPIENT MUST MAKE A QUALIFYING DISTRIBUTION NO LATER THAN THE CLOSE OF THE FIRST TAX YEAR FOLLOWING THE TAX YEAR IN WHICH THE CONTRIBUTION WAS RECEIVED. THE $366,000 DISTRIBUTION WAS RECEIVED IN 2018, SO IT BECOMES A QUALIFYING DISTRIBUTION IN 2019. QUALIFYING DISTRIBUTIONS INCLUDE AMOUNTS SET-ASIDE. SECOND YEAR: 2020DURING THE CALENDAR YEAR ENDED 12/31/20 $410,285 WAS DISTRIBUTED. THIS DISTRIBUTION, WHEN COMBINED WITH THE $105,715 DISTRIBUTED IN CALENDAR YEAR ENDED 12/31/19, SHOWS THE SET-ASIDE REQUIREMENTS HAVE BEEN MET.THE GRAZIADIO WELLNESS FOUNDATION INTENDED TO RUN AS A PRIVATE OPERATING FOUNDATION AND FILED ITS 2018 AND 2019 TAX RETURN REFLECTING THIS. DURING THOSE YEARS EXPENDITURES WERE MADE TOWARDS ITS MAIN GOAL OF HOSTING, ARCHIVING, AND MAKING AVAILABLE, PRESENTATIONS REGARDING HEALTH AND WELLNESS FOR THE COMMUNITY AT A LOCAL HOSPITAL. ACTIVITIES WOULD ALSO INCLUDE IN-PERSON EVENTS WITH SPEAKERS AND GUESTS IN ATTENDANCE. DUE TO THE COVID-19 PANDEMIC 2020 ACTIVITY SLOWED CONSIDERABLY AND THE FOUNDATION'S ORIGINAL GOALS ARE NO LONGER TENABLE. THE FOUNDATION HAS TRANSITIONED TO RUN AS A NON-OPERATING PRIVATE FOUNDATION.

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Grant Size Distribution

Based on 5 grants on record

Geographic Distribution

Grants Awarded (5 total)