Nonprofit · EIN 81-2941600
THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC
Tax-exempt · ORANGE, CA 92867
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,413,275 | $403,049 | $5,010,226 | $11,906,219 | $0 | $11,906,219 |
| December 31, 2024 | 990-PF | $434,351 | $362,936 | $71,415 | $6,895,993 | $0 | $6,895,993 |
| December 31, 2023 | 990-PF | $6,052,880 | $47,800 | $6,005,080 | $6,824,578 | $0 | $6,824,578 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $5,000,000
- Interest
- $413,275
Expenses
- Grants and similar amounts paid
- $388,265
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $388,543
- Excise tax on investment income
- $5,741
Balance sheet and other
- Total assets, start of year
- $6,895,993
- Total assets, end of year
- $11,906,219
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,906,219
- Fair market value of assets
- $11,906,219
- Qualifying distributions
- $388,543
- Net investment income
- $413,275
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | CHAIRPERSON/CEO | 0 | $0 |
| HOLLY FROMM WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | PRESIDENT | 0 | $0 |
| ALEXANDRA WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | VICE PRESIDENT | 0 | $0 |
| SHELLY JACKLEY 1400 N TUSTIN ST, ORANGE, CA 92867 | CFO | 0 | $0 |
| VIKKI MURPHY 1400 N TUSTIN ST, ORANGE, CA 92867 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | CHAIRPERSON/CEO | 0 | $0 |
| HOLLY FROMM WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | PRESIDENT | 0 | $0 |
| ALEXANDRA WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | VICE PRESIDENT | 0 | $0 |
| SHELLY JACKLEY 1400 N TUSTIN ST, ORANGE, CA 92867 | CFO | 0 | $0 |
| VIKKI MURPHY 1400 N TUSTIN ST, ORANGE, CA 92867 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID W WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | CHAIRPERSON/CEO | 0 | $0 |
| HOLLY FROMM WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | PRESIDENT | 0 | $0 |
| ALEXANDRA WILSON 1400 N TUSTIN ST, ORANGE, CA 92867 | VICE PRESIDENT | 0 | $0 |
| SHELLY JACKLEY 1400 N TUSTIN ST, ORANGE, CA 92867 | CFO | 0 | $0 |
| VIKKI MURPHY 1400 N TUSTIN ST, ORANGE, CA 92867 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 N TUSTIN ST, ORANGE, CA 92867-3902
- In care of
- % MICHELLE JACKLEY
- Signed the 990-PF
- SHELLY JACKLEY, CFO
- Phone
- (714) 997-9200
- Return prepared by
- LSL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 81-2941600 or by the name THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-2941600
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $11,906,219
- Income (IRS master file)
- $5,413,275
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,413,275 | $403,049 | $11,906,219 | IRS |
| 990-PF | December 2024 | $434,351 | $362,936 | $6,895,993 | IRS |
| 990-PF | December 2023 | $6,052,880 | $47,800 | $6,824,578 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 81-2941600).
Questions about THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC
- What is the EIN of THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC?
- The employer identification number (EIN) of THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC is 81-2941600.
- Is THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC 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 THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC 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 THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE HOLLY & DAVID WILSON FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,413,275, expenses of $403,049 and total assets of $11,906,219 at year end.
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All nonprofits in ORANGE · California · Philanthropy, voluntarism and grantmaking foundations