The Holly & David Wilson Family Foundation Inc
- Assets
- $6.8m
- Revenue
- $6.1m
- Investments
- $0.0
- Employees
- 0
- Location
- Orange, CA
- Founding
- Data as of
- 12/2023
- EIN
- 81-2941600
Organization Overview
The Holly & David Wilson Family Foundation Inc is located in Orange, CA. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Holly & David Wilson Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Holly & David Wilson Family Foundation Inc generated $6.1m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 43.3% each year .
Since 2020, Holly & David Wilson Family Foundation Inc has awarded 18 individual grants totaling $251,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
DONATIONS TO CHARITIES ONLY
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David W Wilson Chairperson/ceo | 0 | $0 | |
Holly Fromm Wilson President | 0 | $0 | |
Alexandra Wilson Vice President | 0 | $0 | |
Shelly Jackley CFO | 0 | $0 | |
Vikki Murphy Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $6,000,000 |
| Interest on Savings | $51,330 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,550 |
| Total Revenue | $6,052,880 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,800 |
| Contributions, gifts, grants paid | $45,000 |
| Total expenses and disbursements | $47,800 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $6,824,578 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $6,824,578 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, The Holly & David Wilson Family Foundation Inc has awarded $45,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
THE BOARD OF VISITORS PURPOSE: GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $35,000 |
ALZHEIMER'S ASSOCIATION PURPOSE: GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $10,000 |