2025-04-02T14:31:42-05:00 2024-12-31 521231901 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990PF 2024-01-01 920941333 WILSON-OCONNOR FAMILY FOUNDATION C/O STERLING FOUNDATION MANAGEMENT LLC WILS 7034379720 12030 SUNRISE VALLEY DRIVE 450 RESTON VA 20191 EDWARD J WILSON DIRECTOR 7034379720 2025-03-23 1 0 MATTHEW Q KEEFER CPA P00852427 4103565900 2025-03-23 2024 2025-03-06 01:10:19Z X 93608137 X 0 X 3169053 3169053 2394519 126472392 2394519 5563572 5563572 0 0 0 453932 283932 170000 84772 0 0 538704 283932 170000 4500000 4500000 5038704 283932 4670000 524868 5279640 375024 2891313 2891313 91394153 89402732 90716824 91769177 92294045 93608137 0 0 X 91769177 92294045 91769177 92294045 91769177 92294045 91769177 524868 0 92294045 0 92294045 UBS FINANCIAL SERVICES INC P 2024-01-01 2024-12-31 126472392 124077873 2394519 2394519 2394519 73387 0 73387 0 73387 64000 0 0 0 64000 0 9387 0 0 0 0 0 0 0 0 0 0 1 1 NH 1 0 0 0 1 1 N/A STERLING FOUNDATION MANAGEMENT LLC 7034379720 12030 SUNRISE VALLEY DRIVE SUITE 450 RESTON VA 20191 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BARBARA WILSON 12030 SUNRISE VALLEY DRIVE SUITE 450 RESTON VA 20191 DIRECTOR 1.00 0 0 0 EDWARD J WILSON 12030 SUNRISE VALLEY DRIVE SUITE 450 RESTON VA 20191 DIRECTOR 1.00 0 0 0 NONE 0 UBS FINANCIAL SERVICES ONE POST OFFICE SQUARE BOSTON MA 02109 INVESTMENT SERVICES 283932 STERLING FOUNDATION MANAGEMENT 12030 SUNRISE VALLEY DR STE 450 RESTON VA 20191 MANAGEMENT SERVICES 170000 0 0 90842691 3650804 0 94493495 0 0 94493495 1417402 93076093 4653805 4653805 73387 73387 4580418 0 4580418 0 4580418 4670000 0 4670000 4580418 4475868 0 0 4670000 4475868 0 0 194132 0 0 0 0 0 0 0 0 4386286 0 0 0 BARBARA WILSON EDWARD J WILSON X AMERICAN RED CROSS CO CDS GLOBAL 2005 LAKEWOOD DRIVE BOONE IA 50036 501(C)(3) GENERAL SUPPORT FOR U.S. RELIEF 250000 BOCA GRANDE HEALTH CLINIC FOUNDATION INC PO BOX 2340 BOCA GRANDE FL 33921 501(C)(3) TO SUPPORT THE BOCA GRANDE HEALTH CLINIC "CLINIC OF THE FUTURE" CAPITAL CAMPAIGN 500000 CATHOLIC RELIEF SERVICES INC 228 WEST LEXINGTON STREET BALTIMORE MD 21201 501(C)(3) GENERAL SUPPORT IN NORTH AMERICA 250000 CHICAGO SKY CARES 2301 S LAKE SHORE DR EAST BUILDING LAKESIDE CENTER CHICAGO IL 60616 501(C)(3) GENERAL SUPPORT 100000 FIDELITY CHARITABLE 245 SUMMER STREET MZ NM43A BOSTON MA 02210 501(C)(3) GENERAL SUPPORT 1200000 FITCHBURG STATE UNIVERSITY FOUNDATION 160 PEARL STREET FITCHBURG MA 01420 501(C)(3) FOR THE COMMUNITY LITERACY CENTER PROGRAM 100000 FRIENDS OF BOCA GRANDE COMMUNITY CENTER INC 131 FIRST STREET PO BOX 1222 BOCA GRANDE FL 33291 501(C)(3) TO SUPPORT THE COMMUNITY CENTER OF BOCA GRANDE RENAISSANCE FUND 500000 HUMAN RIGHTS WATCH INC 350 FIFTH AVENUE 34TH FLOOR NEW YORK NY 10118 501(C)(3) GENERAL SUPPORT IN NORTH AMERICA 250000 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVE NW 163 WASHINGTON DC 20006 501(C)(3) FOR EDUCATIONAL WORK ABOUT PROTECTING DEMOCRACY 100000 SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 501(C)(3) TO SUPPORT THE CHILDREN'S EMERGENCY FUND 1000000 THE DYSLEXIA FOUNDATION INC 9 LIBERTY SQUARE 2633 BOSTON MA 02109 501(C)(3) $100,000 GENERAL, $100,000 WILL BAKER GRATITUDE FUND, $150,000 WILL BAKER SYMPOSIUM 250000 4500000 0 14 3169053 18 2394519 0 5563572 0 5563572 0 0 0 0 0 0 0 0 0 0 UBS FINANCIAL SERVICES INC AT COST 89402732 90716824 MANAGEMENT FEES 170000 0 170000 INVESTMENT FEES 283932 283932 0 TAXES 84772 0 0