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Nonprofit · EIN 34-6521259

MARGUERITE M WILSON FOUNDATION

Tax-exempt · BROOKLYN, OH 44144

Financials

$107K$256K2023$503K$248K2024$333K$268K2025
Revenue Expenses · by fiscal year end
Financials of MARGUERITE M WILSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$332,605$268,289$64,316$2,059,401$0$2,059,401
December 31, 2024990-PF$502,738$248,390$254,348$2,000,495$0$2,000,495
December 31, 2023990-PF$106,937$255,517-$148,580$1,751,078$0$1,751,078
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$9,924
Dividends
$122,869
Net gain from sales of assets
$199,843
Other income
-$31

Expenses

Grants and similar amounts paid
$230,000
Disbursements for charitable purposes
$232,450
Excise tax on investment income
$3,957

Balance sheet and other

Total assets, start of year
$2,000,495
Total assets, end of year
$2,059,401
Total liabilities, end of year
$0
Net assets, end of year
$2,059,401
Fair market value of assets
$6,195,097
Qualifying distributions
$232,450
Net investment income
$314,090

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HOLLY MUNGER BOOK
530 PIEDMONT AVE NE APT 909, ATLANTA, GA 30308
TRUSTEE1$0
JAMES A HORNER JR
PO BOX 774886, STEAMBOAT SPRINGS, CO 804774886
TRUSTEE1$0
CAROLINE H DONALDSON
9575 MUSIC ST, NOVELTY, OH 44072
TRUSTEE1$0
DOUGLAS M HORNER
5885 LANDERBROOK DR STE 300, MAYFIELD HTS, OH 44124
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
HOLLY MUNGER BOOK
530 PIEDMONT AVE NE APT 909, ATLANTA, GA 30308
TRUSTEE1$0
JAMES A HORNER JR
PO BOX 774886, STEAMBOAT SPRINGS, CO 804774886
TRUSTEE1$0
CAROLINE H DONALDSON
9575 MUSIC ST, NOVELTY, OH 44072
TRUSTEE1$0
DOUGLAS M HORNER
5885 LANDERBROOK DR STE 300, MAYFIELD HTS, OH 44124
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
HOLLY MUNGER BOOK
530 PIEDMONT AVE NE APT 909, ATLANTA, GA 30308
TRUSTEE1$0
JAMES A HORNER JR
PO BOX 774886, STEAMBOAT SPRINGS, CO 804774886
TRUSTEE1$0
CAROLINE H DONALDSON
9575 MUSIC ST, NOVELTY, OH 44072
TRUSTEE1$0
DOUGLAS M HORNER
5885 LANDERBROOK DR STE 300, MAYFIELD HTS, OH 44124
TRUSTEE1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEYBANK N A
Signed the 990-PF
-, TRUSTEE
Phone
(216) 689-5737
Return prepared by
PWC US TAX 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6521259
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
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,059,401
Income (IRS master file)
$338,512

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$332,605$268,289$2,059,401XML
990-PFDecember 2024$502,738$248,390$2,000,495IRS
990-PFDecember 2023$106,937$255,517$1,751,078XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 34-6521259).

Questions about MARGUERITE M WILSON FOUNDATION

What is the EIN of MARGUERITE M WILSON FOUNDATION?
The employer identification number (EIN) of MARGUERITE M WILSON FOUNDATION is 34-6521259.
Is MARGUERITE M WILSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to MARGUERITE M WILSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARGUERITE M WILSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of MARGUERITE M WILSON FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MARGUERITE M WILSON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MARGUERITE M WILSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does MARGUERITE M WILSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $332,605, expenses of $268,289 and total assets of $2,059,401 at year end.

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