WPCU Sunshine Community Fund

BEAVERCREEK, OH EIN: 85-2669888 Website

DEVELOP AND PROVIDE FINANCIAL LEARNING PROGRAMS, PRODUCTS, AND/OR SERVICES TO ENABLE FINANCIAL WELLBEING FOR ALL AGE GROUPS REGARDLESS OF ECONOMIC & SOCIAL SITUATIONS, BUT WITH AN EMPHASIS ON AREAS SUFFERING FROM FINANCIAL DISPARITIES. FACILITATE AND SUPPORT PROGRAMS THAT PROVIDE FINANCIAL STABILIZATION, MINORITY LENDING AND ENTREPRENEURIALISM WITHIN ECONOMICALLY STRESSED COMMUNITIES. SUPPORT AND DELIVER FINANCIAL WELLBEING PROGRAMS FOR MILITARY MEMBERS, VETERANS, AND THEIR FAMILIES. STRENGTHEN EMERGENCY OR EMERGING FINANCIAL WELLNESS INITIATIVES WITHIN THE COMMUNITIES WE SERVE. RESPOND TO COMMUNITY CRISES AND EMERGING ISSUES INFLUENCING OUR COMMUNITIES' FINANCIAL HEALTH AND WELL BEING. ADDRESS OPPORTUNITIES FOR ECONOMIC EXPANSION OF THE REGION(S) WPCU SERVES ESPECIALLY IN AREAS THAT WILL BENEFIT THOSE LIVING IN ECONOMICALLY STRESSED COMMUNITIES.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.4M

+43.5% YoY

Annual Giving

$310K

-6.8% YoY

Grant Count

26

+4.0% YoY

Avg Grant Size

$12K

-10.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$250K$499K$749K$999K2021202220232024
Metric202420232022
Total Assets$1,369,774$954,398$730,994
Revenue$907,830$691,323$529,996
Expenses$506,612$467,164$394,045
Qualifying Distributions
Net Investment Income$2,549$1,641$790
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$83K$166K$249K$332K8 grants202120 grants202225 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Rebuilding Together Dayton$20KClintonville-Beechwold C…$20KCanal Winchester Human S…$15KImpact Garage$15KLearn to Earn Dayton$15KFamily Promise of Greene…$15KHannah's Treasure Chest$15KYellow Springs Home Inc$15KGood Neighbor House$13KArtemis Center$12K

Grant Size Distribution

79 grants across all recorded years

79<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does WPCU Sunshine Community Fund fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
AMY REILLYPRESIDENT, BOARD OF TRUSTEES1
CASSIE BARLOWVP. BOARD OF TRUSTEES1
KARIN VANZANTSECRETARY/TREASURER1
CHUCK SHOWELLTRUSTEE1
DAVE RAMEYTRUSTEE1
DIANNE FARRELLTRUSTEE1
TIMOTHY MISLANSKYTRUSTEE1
TRACY SZARZI-FORSEXECUTIVE DIRECTOR20

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

BeavercreekCanal WinchesterCentervilleCincinnatiColumbusDaytonFairbornKetteringMarionPickeringtonSpringfieldTipp CityTroyWest ChesterWestervilleXeniaYellow Springs

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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