2024-02-15T12:53:00-06:00 2023-03-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-04-01 046039669 Albert O Wilson Foundation Inc % Foundation Source ALBE 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 WILLIAM P RICE PRESIDENT 8008391754 2024-02-15 true WILLIAM P RICE 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X 5006378 X 1000 X 7003 7003 93719 93719 20962 363496 24781 122684 125503 0 35960 35960 2735 135 26593 134 26459 65288 36229 26459 160000 160000 225288 36229 186459 -102604 89274 207292 214331 214331 3258738 3149095 4605894 197013 197013 186153 3663043 3560439 5006378 0 0 X 3663043 3560439 3663043 3560439 3663043 3560439 3663043 -102604 3560439 3560439 Publicly-traded Securities 363496 338715 24781 24781 24781 1241 1241 1241 1205 0 100 1305 X 0 64 64 false false false false false false false true true MA true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false Alexandra M Dohan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Sarah B Dohan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Hannah N McClennan Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, VP 1.0 0 0 0 William P Rice Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Trustee 1.0 0 0 0 William P Rice Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee, Treas 1.0 0 0 0 Raymond T Wilson Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 4793370 259036 0 5052406 0 5052406 75786 4976620 248831 248831 1241 1241 247590 247590 247590 186459 0 0 0 0 186459 247590 121427 2020 2019 2018 186459 121427 65032 0 0 182558 0 0 NONE William Rice Two International Place STE 2110 Boston MA 02110 6173383800 See the foundation website at WWW.AOWILSONFOUNDATION.ORG January 31st See the foundation website at WWW.AOWILSONFOUNDATION.ORG AGASSIZ BALDWIN COMMUNITY A CAMBRIDGE CORPORATION 20 SACRAMENTO ST CAMBRIDGE MA 02138 N/A PC General & Unrestricted 8500 BOSTON SYMPHONY ORCHESTRA INC 301 MASS AVE BOSTON MA 02115 N/A PC DARTS Program 2500 BOSTON YOUTH SYMPHONY ORCHESTRA INC 855 COMMONWEALTH AVE BOSTON MA 02215 N/A PC General & Unrestricted 5000 BREAKTHROUGH GREATER BOSTON INC PO BOX 381486 CAMBRIDGE MA 02238 N/A PC General & Unrestricted 5000 CAMBRIDGE AFFORDABLE HOUSING CORPORATION 362 GREEN ST CAMBRIDGE MA 02139 N/A PC General & Unrestricted 7500 CAMBRIDGE CAMPING ASSOCIATION INC 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 N/A PC General & Unrestricted 8500 CAMBRIDGE COMMUNITY CENTER INC 5 CALLENDER ST CAMBRIDGE MA 02139 N/A PC General & Unrestricted 6000 CAMBRIDGE FAMILY YMCA 820 MASSACHUSETTS AVE CAMBRIDGE MA 02139 N/A PC General & Unrestricted 2500 CAMBRIDGE SCHOOL VOLUNTEERS INC 459 BROADWAY CRLS CAMBRIDGE MA 02138 N/A PC General & Unrestricted 10000 CITYSPROUTS INC 1035 CAMBRIDGE ST CAMBRIDGE MA 02141 N/A PC General & Unrestricted 8000 CROSSROADS FOR KIDS INC 119 MYRTLE ST DUXBURY MA 02332 N/A PC General & Unrestricted 12000 FIRST LITERACY INC 160 BOYLSTON ST BOSTON MA 02116 N/A PC General & Unrestricted 4000 HORIZONS FOR HOMELESS CHILDREN INC 1785 COLUMBUS AVE ROXBURY MA 02119 N/A PC General & Unrestricted 4000 INNOVATORS FOR PURPOSE 825 MAIN ST ACTON MA 01720 N/A PC General & Unrestricted 6000 ON THE RISE INC 341 BROADWAY CAMBRIDGE MA 02139 N/A PC General & Unrestricted 8000 PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED ONE HARVARD YARD CAMBRIDGE MA 02138 N/A PC General & Unrestricted 6000 RIVERSIDE COMMUNITY CARE INC 270 BRIDGE ST STE 301 DEDHAM MA 02026 N/A PC General & Unrestricted 8000 SALVATION ARMY - CAMBRIDGE-SOMERVILLE CORPS 402 MASSACHUSETTS AVE CAMBRIDGE MA 02139 N/A PC General & Unrestricted 7500 THE WANG CENTER FOR THE PERFORMING ARTS INC 270 TREMONT ST BOSTON MA 02116 N/A PC General & Unrestricted 5000 USS CONSTITUTION MUSEUM INC PO BOX 291812 CHARLESTOWN MA 02129 N/A PC General & Unrestricted 30000 WOMENS LUNCH PLACE INC PO BOX 170900 BOSTON MA 02117 N/A PC General & Unrestricted 6000 160000 14 7003 14 93719 18 20962 121684 121684 false false false false false false false false false false GENERAL MLS INC NOTE - 3.200% 50277 48060 HERSHEY CO - 3.375% - 5/15/202 20314 19957 MCDONALDS CORP MED TERM NT BE 50340 45337 PFIZER INC NT - 3.400% - 05/15 35742 34514 TRUIST FINL CORP -G BOND PERP 25213 23778 WELLS FARGO CO - 4.100% - 06/0 15127 14507 3M CO 27277 13664 ABBOTT LABS 19314 49921 ALCON INC 36358 43029 AMERICAN EXPRESS CO 35665 58557 ANALOG DEVICES INC 59586 177497 APPLE INC 49542 257243 AT&T INC GLOBAL 66 5.35000% 11 37500 35235 BERKLEY W R CP 25953 55100 BERKSHIRE HATHAWAY INC. 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COMMON STOCK 15720 10115 SAFETY INSURANCE GROUP INC 30980 26082 SHELL ADR EACH REPRESENTING 2 38240 36538 SIMPSON MANUFACTURING CO INC 13035 20832 SKYWEST, INC 30759 29442 SP PLUS CORPORATION 29065 31375 SPECTRUM BRANDS HOLDINGS INC 27368 18542 SS&C TECHNOLOGIES INC 30759 33035 STAG INDUSTRIAL INC 21453 25771 SUN COMMUNITIES INC 9153 14652 SYNTHETIC FIXED INCOME SECURIT 25000 21400 TE CONNECTIVITY LTD 49611 79346 TRANSCAT INC 8642 29856 UFP TECHNOLOGIES INC 10252 35706 UNILEVER PLC AMER 61640 67509 UNITED BANKSHARES, INC 22297 19888 UNITIL CP 28223 27664 VIATRIS ORD SHS 1471 1000 VONTIER CORPORATION 22294 23786 VORNADO RLTY TR PFD SER L - 5. 25008 13980 WALT DISNEY HOLDINGS CO 41357 22529 WATSCO INC 6704 13681 WINMARK CORP 16684 32043 XPO LOGISTICS INC 26805 16429 Administrative Fees 25550 25550 Bank Charges 134 134 Foundation Dues & Memberships 795 795 Postage/Delivery Service 25 25 State or Local Filing Fees 89 89 Investment Management Services 35960 35960 990-PF Estimated Tax for 2023 1100 990-PF Extension for 2022 1500 Foreign Tax Paid 135 135