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Nonprofit · EIN 22-6474493

WILCOX FAMILY FOUNDATION

Tax-exempt · BOSTON, MA 02110

Financials

$238K$182K2022$67K$162K2023$204K$159K2024
Revenue Expenses · by fiscal year end
Financials of WILCOX FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$203,840$158,979$44,861$2,532,383$0$2,532,383
November 30, 2024990-PF$67,316$162,020-$94,704$2,490,522$0$2,490,522
November 30, 2023990-PF$238,232$181,871$56,361$2,585,300$0$2,585,300
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$1,326
Other income
$202,514

Expenses

Grants and similar amounts paid
$142,700
Compensation of officers, directors and key employees
$15,529
Disbursements for charitable purposes
$146,770
Excise tax on investment income
$2,658

Balance sheet and other

Total assets, start of year
$2,490,522
Total assets, end of year
$2,532,383
Total liabilities, end of year
$0
Net assets, end of year
$2,532,383
Fair market value of assets
$3,275,750
Qualifying distributions
$146,770
Net investment income
$203,416

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110
CO-TRUSTEE AS REQ'D1$15,529
G GEER WILCOX
1985 WEMBLEY WAY, EAST LANSING, MI 48821
CO-TRUSTEE AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE, AS REQ'D0$0
PETER B WILCOX
20 BEACON HILL ROAD, NEWPORT, RI 02840
CO-TRUSTEE, AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE0$0
KYRSTEN WILCOX
726 CLARK STREET, LANSING, MI 48906
CO-TRUSTEE0$0
MS KATHERINE WILCOX-LEIGH
200 EAST MIDDLE STREET, WILLIAMSTON, MI 48895
CO-TRUSTEE0$0
990-PF for the year ended November 30, 2024: 7 people
NameTitleHours / weekCompensation
CIBC NATIONAL TRUST COMPANY
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110
CO-TRUSTEE AS REQ'D1$15,908
G GEER WILCOX
1985 WEMBLEY WAY, EAST LANSING, MI 48821
CO-TRUSTEE AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE, AS REQ'D0$0
PETER B WILCOX
20 BEACON HILL ROAD, NEWPORT, RI 02840
CO-TRUSTEE, AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE0$0
KYRSTEN WILCOX
726 CLARK STREET, LANSING, MI 48906
CO-TRUSTEE0$0
MS KATHERINE WILCOX-LEIGH
200 EAST MIDDLE STREET, WILLIAMSTON, MI 48895
CO-TRUSTEE0$0
990-PF for the year ended November 30, 2023: 7 people
NameTitleHours / weekCompensation
CIBC National Trust Co
100 Federal Street 37th Floor, Boston, MA 02110
CO-TRUSTEE AS REQ'D0$12,796
G GEER WILCOX
1985 WEMBLEY WAY, EAST LANSING, MI 48821
CO-TRUSTEE AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE, AS REQ'D0$0
PETER B WILCOX
20 BEACON HILL ROAD, NEWPORT, RI 02840
CO-TRUSTEE, AS REQ'D0$0
CHRISTINA W MCINTYRE
57 NEWPORT STREET, JAMESTOWN, RI 02835
CO-TRUSTEE0$0
KYRSTEN WILCOX
726 CLARK STREET, LANSING, MI 48906
CO-TRUSTEE0$0
MS KATHERINE WILCOX-LEIGH
200 EAST MIDDLE STREET, WILLIAMSTON, MI 48895
CO-TRUSTEE0$0

Address and contacts

Address (IRS master file)
100 FEDERAL ST 37TH FLOOR, BOSTON, MA 02110-1802
Signed the 990-PF
AARON SHIELDS, MANAGING DIRECT
Phone
(614) 537-6963
Return prepared by
ERNST & YOUNG US LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
22-6474493
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
1989
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$2,532,383
Income (IRS master file)
$203,840

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$203,840$158,979$2,532,383XML
990-TNovember 2025–––IRS
990-PFNovember 2024$67,316$162,020$2,490,522XML
990-TNovember 2024–––IRS
990-PFNovember 2023$238,232$181,871$2,585,300XML
990-TNovember 2023–––IRS
990-PFNovember 2022–––IRS
990-TNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-TNovember 2021–––IRS
990-PFNovember 2020–––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 22-6474493).

Questions about WILCOX FAMILY FOUNDATION

What is the EIN of WILCOX FAMILY FOUNDATION?
The employer identification number (EIN) of WILCOX FAMILY FOUNDATION is 22-6474493.
Is WILCOX FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to WILCOX FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILCOX FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILCOX FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILCOX FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of WILCOX FAMILY FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 7 people; 1 received compensation from the organization, the highest $15,529 (CIBC NATIONAL TRUST COMPANY, CO-TRUSTEE AS REQ'D).
How much revenue does WILCOX FAMILY FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $203,840, expenses of $158,979 and total assets of $2,532,383 at year end.

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