EIN 52-1183585

Special Operations Warrior Foundation (SOWF)

IRS 501(c) type
501(c)(3)
Num. employees
21
City
State
Year formed
1980
Most recent tax filings
2023-12-01
Description
Special Operations Warrior Foundation supports America’s Army, Navy, Air Force, and Marine Corps Special Operations personnel through two programs: Ensuring full financial assistance for post-secondary education from an accredited two or four-year college, university, technical or trade school, as well as educational counseling, preschool grants, and tutoring to the surviving children of Special Operations personnel who lose their lives in the line-of-duty and; Providing immediate financial grants to severely combat-wounded and hospitalized Special Operations personnel and their families.
Total revenues
$16,775,569
2023
Total expenses
$18,360,875
2023
Total assets
$220,158,980
2023
Num. employees
21
2023

Program areas at SOWF

Scholarship grants: 192 children attended colleges or other post secondary educational institutions in 2023 and the Foundation also coordinated grants with outside agencies that, additionally, provided approximatley $4.9 million to the children attending college, our grants include funding for tuition, room and board, books, tutoring, computers, fees, transportation, and personal expenses.sowf retained ernst & young llp to prepare an actuarial valuation for funding purposes to summarize the present value of the projected need of the scholarship program as of december 31, 2022. (continued on schedule o).the actuarial valuation incorporated both current and projected future beneficiaries of the program and provided information regarding alternative patterns and sensitivity of discount rates and investment returns on the anticipated donations needs. The results concluded the present value of the projected need of the scholarship program to be approximately $401 million at december 31, 2022, with an unfunded projected need of approximately $224 million at december 31, 2022.
Support to Special Operations wounded personnel: the Foundation provided direct financial support to 55 severely combat wounded or injured Special Operations people and their families while the wounded Special Operations service members recovered in a u.s.hospital.
Counseling and tutoring: the Foundation provided educational counseling to over 900 children that have not yet reached college age or started their post secondary education. 280 of these children were in middle and high school and received academic planning materials and started preparing to begin their post secondary education. In home tutoring was available to all children from kindergarten age through college graduation. The Foundation also funded visits to colleges for high school seniors. (continued on schedule o).the Foundation conducts an annual college preparation conference/seminar for our high school juniors and seniors. The students are lodged on a college campus, coached in college finances, social responsibilities, taught how to write a college admissions essay, learn about expectations from college professors, and are mentored by sowf college graduates. The Foundation pays the full cost of all transportation, lodging, and meals. The cost of the 2023 program was $71,854.in 2023 the Foundation provided grants totaling $208,532 to families with pre-school children ages 2-5. This program began in september 2017 and is now a permanent addition to the program services the Foundation provides.

Who funds Special Operations Warrior Foundation (SOWF)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Spookstock FoundationProgram Service$575,000
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$373,668
National Philanthropic TrustEducation$294,250
...and 116 more grants received totalling $4,582,568

Personnel at SOWF

NameTitleCompensation
Clayton M. HutmacherChief Executive Officer$247,856
Joe MaguirePresident and Chief Executive Officer
Aaron KozmetskyBoard Member$0
Kelly Ward BeckerDirector of Development
Barbara SecorDirector of Programs
...and 12 more key personnel

Financials for SOWF

RevenuesFYE 12/2023
Total grants, contributions, etc.$14,742,936
Program services$0
Investment income and dividends$3,139,961
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$-1,050,640
Net income from fundraising events$-56,688
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$16,775,569

Form 990s for SOWF

Fiscal year endingDate received by IRSFormPDF link
2023-122024-09-23990View PDF
2022-122023-09-05990View PDF
2021-122022-09-01990View PDF
2020-122021-08-06990View PDF
2019-122020-09-03990View PDF
...and 9 more Form 990s
Data update history
August 26, 2024
Received grants
Identified 54 new grant, including a grant for $575,000 from Spookstock Foundation
May 18, 2024
Received grants
Identified 7 new grant, including a grant for $100,000 from L A W Foundation
April 24, 2024
Updated personnel
Identified 45 new personnel
April 12, 2024
Used new vendors
Identified 1 new vendor, including
February 3, 2024
Received grants
Identified 31 new grant, including a grant for $280,000 from The Sheth Sangreal Foundation
Nonprofit Types
Grantmaking organizationsInternational-focused organizationsCharities
Issues
EducationForeign affairsWorld peace
Characteristics
Fundraising eventsNational levelEndowed supportCommunity engagement / volunteeringProvides scholarshipsGala fundraisersTax deductible donationsAccepts online donations
General information
Address
1137 Marbella Plaza Dr
Tampa, FL 33619
Metro area
Tampa-St. Petersburg-Clearwater, FL
County
Hillsborough County, FL
Website URL
specialops.org/ 
Phone
(813) 805-9400
Facebook page
WarriorFoundation 
Twitter profile
@sofwarriorfnd 
IRS details
EIN
52-1183585
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1980
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
Q40: International Peace and Security
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
114157
FTB Entity ID
2325066
AB 488 data last updated ("as-of") date
2024-11-06
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