2024-05-07T18:03:25-07:00 2023-12-31 392032480 Mohr CPAs LLP 10361 Innovation Drive 150 Milwaukee WI 53226 990PF 2023-01-01 391656189 WILSON FAMILY FOUNDATION INC WILS 2626172640 19160 STILL POINT TRAIL BROOKFIELD WI 53045 DONALD S WILSON President 2024-05-07 true DONALD S WILSON 999009999 true Patricia Locante P01231172 4142449940 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 3482275 X X 189574 189574 -142665 1993 4523 1034 51432 190608 4000 2000 2000 2811 90 45 45 6901 2045 2045 125500 125500 132401 2045 127545 -80969 188563 1253411 1377891 1377891 1706273 1699436 1488403 177856 -13000 615981 3137540 3064327 3482275 0 X 3137540 3064327 3137540 3064327 3137540 3064327 3137540 -80969 7821 3064392 65 3064327 5000 SHARES PENNSYLVANIA 7.375% PFD PFD P 2021-01-01 2023-12-27 1993 14658 -12665 -12665 ACCESS HEALTHCARE P 2022-01-01 2023-12-16 130000 -130000 -130000 -142665 2621 2621 2621 X 131 2752 0 false false false false false true true false true true WI true false false false false true N/A DONALD WILSON 2626172640 19160 STILL POINT TRAIL BROOKFIELD WI 53045 false false false false false false false false false false true false false false false false false false false false false false false DONALD S WILSON 19160 STILL POINT TRAIL BROOKFIELD WI 53045 President 3.00 0 KATHLEEN WILSON 19160 STILL POINT TRAIL BROOKFIELD WI 53045 Vice President 1.00 0 KATHARINE OTTO LOCKWOOD 1120 INDIANWOOD BROOKFIELD WI 53045 Director 0.50 0 BRADLEY WILSON W173 N5473 RAVENWOOD DR MENOMONEE FALLS WI 53051 Director 0.50 0 JENNIFER HEALY 885 BURR OAK DRIVE OCONOMOWOC WI 53606 Director 0.50 0 NONE NONE 1863226 1317480 0 3180706 0 3180706 47711 3132995 156650 156650 2621 604 3225 153425 153425 153425 127545 127545 153425 5631 127545 5631 0 121914 31511 DONALD S WILSON X HILLSDALE COLLEGE 33 E COLLEGE ST HILLSDALE MI 49242 PC GENERAL SUPPORT 5000 FIRST STAGE 325 W WALNUT MILWAUKEE WI 53212 PC GENERAL SUPPORT 1000 AUGUSTINE PREP 2607 S 5TH ST MILWAUKEE WI 53207 NONE PC STUDENT SPONSORSHIP 2500 FRANKLY MUSIC 622 N WATER ST MILWAUKEE WI 53202 NONE PC GENERAL SUPPORT 1500 MILWAUKEE BALLET 128 N JACKSON ST MILWAUKEE WI 53202 PC CAPITAL CAMPAIGN 5000 MILWAUKEE SYMPHONY ORCHESTRA 1101 N MARKET ST MILWAUKEE WI 53202 PC GENERAL SUPPORT 5000 UNITED PERFORMING ARTS FUND 301 W WISCONSIN AVE 600 MILWAUKEE WI 53203 PC GENERAL SUPPORT 4000 AMERICAN FOREIGN POLICY COUNCIL 509 C ST NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 5000 MILWAUKEE YOUTH SYMPHONY ORCHESTRA 325 W WALNUT ST MILWAUKEE WI 53212 NONE PC GENERAL SUPPORT 2500 FOX RIVER CONGREGATIONAL CHURCH N34 W23575 CAPITOL DR PEWAUKEE WI 53072 NONE PC GENERAL SUPPORT 50000 LIFE NAVIGATORS 7203 W CENTER STREET WAUWATOSA WI 53210 NONE PC GENERAL SUPPORT 1000 CITY FORWARD COLLECTIVE 700 W VIRGINIA ST 604 MILWAUKEE WI 53204 NONE PC GENERAL SUPPORT 5000 POTAWATOMI AREA COUNCIL 804 BLUEMOUND ROAD WAUKESHA WI 53188 NONE PC GENERAL SUPPORT 15000 PATHWAYS HIGH 336 W WALNUT MILWAUKEE WI 53212 NONE PC GENERAL SUPPORT 2500 WISCONSIN PHILHARMONIC PO BOX 531 WAUKESHA WI 53187 NONE PC GENERAL SUPPORT 2500 YOUNG AMERICA'S FOUNDATION 11480 COMMERCE PARK DRIVE SUITE 600 RESTON VA 20191 NONE PC GENERAL SUPPORT 5000 VETSNET 6317 W GREENFIELD AVE WEST ALLIS WI 53214 NONE PC GENERAL SUPPORT 5000 KINGDOM PREP 2520 N WAUWATOSA AVE WAUWATOSA WI 53213 NONE PC GENERAL SUPPORT 2500 MILWAUKEE REPERTORY THEATER 108 E WELLS MILWAUKEE WI 53202 NONE PC GENERAL SUPPORT 5000 OPTIMIST THEATER 2010 N 1ST ST MILWAUKEE WI 53212 NONE PC GENERAL SUPPORT 500 125500 14 189574 18 -142665 FRED 50 TWENTY, LLC 531110 -706 1 855 FRED FORTE 531110 4195 1 179 3489 47943 51432 false false false false false false false false false false MOHR CPAS 4000 2000 0 2000 3000 AON CORTS 61999 79972 12000 ANTERO MIDSTREAM 47029 150360 2000 AMTRUST FINL 7.25 PFD 35604 31000 3000 B&G FOODS 27318 31500 3000 FIRST TRUST ENERGY & INCOME 53702 43440 5000 EAGLE POINT CREDIT 87784 47500 3000 RLJ LODGING 1.95% PR A 85470 75150 10000 FLAHERTY & CRUMRINE PFD 68993 139000 3000 IMPERIAL BRANDS 67665 69930 5000 JOHN HANCOCK PFD EQU FD 84591 78900 10000 CORNERSTONE STRATEGIC 99270 71900 1000 NATIONAL HEALTH INVESTORS 33365 55850 3000 PORTMAN RIDGE FIN CORP 82135 54570 6000 BGC PARTNERS 28893 43320 7000 OXFORD LANE CAPITAL 57729 34580 1500 JOHN HANCOCK HEDGED FUND 24727 15075 20000 NATIONAL CINEMEDIA 86574 8280 5000 PENNSYLVANIA 7.375% PFD 8000 CORP BACKED 7% PFD -JBN 50383 5000 UNITI GROUP 58162 28900 3000 MEDICAL PROPERTIES TRUST 37363 14730 500 DINE BRANDS 20394 24825 800 INFRACAP MLP-AMZA 63717 28256 10000 QUADGRAPHICS 41689 54200 6000 FIDUS INVESTMENTS 89222 118140 2500 TEKLA HEALTHCARE INV 57359 41425 5000 TRIPLEPOINT VENTURE 66825 54300 2000 NEWTEK BUSINESS SVCS 67670 27600 3000 OWL ROCK CAPITAL CORP 42805 44280 3000 XAI OCTGON FLOAT RTE ALT 27020 21420 GREENHUNTER RES 43979 100000 UNITS - FRED -50 TWENTY AT COST 110401 351152 ACCESS HEALTHNET AT COST 10000 UNITS FRED - FORTE AT COST 2599 239829 EAGLE RIDGE EXTRACTIONS AT COST 100000 25000 SCHEDULE K1S - NONDEDUCTIBLE AMOUNTS 65 ADR FEES 90 45 45 FRED 50 TWENTY, LLC 149 855 FRED FORTE 4374 179 ADJ TO FIDUS COST BASIS 7821 FEDERAL TAXES 2335 WISCONSIN TAXES 476