Nonprofit · EIN 04-6773530
WILSON FAMILY CHARITABLE FOUNDATION
Also known as WILSON JAMES M TTEE
Tax-exempt · WAKEFIELD, MA 01880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $191,811 | $10,000 | $181,811 | $147,447 | $0 | $147,447 |
| April 30, 2024 | 990-PF | $12 | $0 | $12 | $3,669 | $0 | $3,669 |
| April 30, 2023 | 990-PF | $51 | $3,000 | -$2,949 | $3,657 | $0 | $3,657 |
| April 30, 2022 | 990-PF | $0 | $0 | $0 | $6,606 | $0 | $6,606 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $150,113
- Dividends
- $783
- Interest
- $6
- Net gain from sales of assets
- $40,909
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $580
Balance sheet and other
- Total assets, start of year
- $3,669
- Total assets, end of year
- $147,447
- Total liabilities, end of year
- $0
- Net assets, end of year
- $147,447
- Fair market value of assets
- $144,365
- Qualifying distributions
- $10,000
- Net investment income
- $41,698
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
| M JANE WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
| M JANE WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
| M JANE WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
990-PF for the year ended April 30, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES M WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
| M JANE WILSON 65 UPLAND ROAD, BROOKLINE, MA 02445 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 401 EDGEWATER PL STE 300, WAKEFIELD, MA 01880-6208
- In care of
- % FORTIS MANAGEMENT GROUP LLC
- Signed the 990-PF
- JAMES WILSON, TRUSTEE
- Phone
- (781) 899-4350
- Return prepared by
- PLANTE & MORAN PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6773530
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1996
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $147,447
- Income (IRS master file)
- $290,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $191,811 | $10,000 | $147,447 | XML |
| 990-PF | April 2024 | $12 | $0 | $3,669 | XML |
| 990-PF | April 2023 | $51 | $3,000 | $3,657 | XML |
| 990-PF | April 2022 | $0 | $0 | $6,606 | XML |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6773530).
Questions about WILSON FAMILY CHARITABLE FOUNDATION
- What is the EIN of WILSON FAMILY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILSON FAMILY CHARITABLE FOUNDATION is 04-6773530.
- Is WILSON FAMILY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to WILSON FAMILY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILSON FAMILY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILSON FAMILY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILSON FAMILY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of WILSON FAMILY CHARITABLE FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILSON FAMILY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $191,811, expenses of $10,000 and total assets of $147,447 at year end.
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