Civic Intelligence

Wilson Family Foundation C/O Plante & Moran PLLC

EIN 04-6773530 • Wakefield, MA

Pub. 78 Eligible
401 Edgewater Place 300Wakefield, MA 01880
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.08x

Higher debt load relative to revenue than 82% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2017

Asset Growth

57th percentile

0.3%

Faster asset growth than 57% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

10th percentile

-76%

Faster revenue growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$3,669

Up $12 (+0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,669

Up $12 (+0.3%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin99th percentile

Revenue

Down

$12

Down $39 (-76%) from 2023

Expenses

Down

$0

Down $3,000 (-100%) from 2023

Net Income

Up

$12

Up $2,961 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $169,141Liabilities 2012: $12012Assets 2013: $93,234Liabilities 2013: $0Net Assets 2013: $93,2342013Assets 2014: $6,829Liabilities 2014: $0Net Assets 2014: $6,8292014Assets 2015: $1,796Liabilities 2015: $0Net Assets 2015: $1,7962015Assets 2016: $1,762Liabilities 2016: $0Net Assets 2016: $1,7622016Assets 2017: $1,728Liabilities 2017: $0Net Assets 2017: $1,7282017Assets 2018: $1,694Liabilities 2018: $0Net Assets 2018: $1,6942018Assets 2019: $1,660Liabilities 2019: $0Net Assets 2019: $1,6602019Assets 2020: $41,632Liabilities 2020: $0Net Assets 2020: $41,6322020Assets 2021: $6,606Liabilities 2021: $0Net Assets 2021: $6,6062021Assets 2022: $6,606Liabilities 2022: $0Net Assets 2022: $6,6062022Assets 2023: $3,657Liabilities 2023: $0Net Assets 2023: $3,6572023Assets 2024: $3,669Liabilities 2024: $0Net Assets 2024: $3,6692024

Latest loaded filing

2024

Assets$3,669
Liabilities$0
Net Assets$3,669
Open 2024 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $91,251Expenses 2012: $504,410Net Income 2012: -$413,1592012Revenue 2013: $38,923Expenses 2013: $114,830Net Income 2013: -$75,9072013Revenue 2014: $29,720Expenses 2014: $116,125Net Income 2014: -$86,4052014Revenue 2015: $2Expenses 2015: $5,035Net Income 2015: -$5,0332015Revenue 2016: $1Expenses 2016: $35Net Income 2016: -$342016Revenue 2017: $1Expenses 2017: $35Net Income 2017: -$342017Revenue 2018: $1Expenses 2018: $35Net Income 2018: -$342018Revenue 2019: $1Expenses 2019: $35Net Income 2019: -$342019Revenue 2020: $50,007Expenses 2020: $10,035Net Income 2020: $39,9722020Revenue 2021: $9Expenses 2021: $35,035Net Income 2021: -$35,0262021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $51Expenses 2023: $3,000Net Income 2023: -$2,9492023Revenue 2024: $12Expenses 2024: $0Net Income 2024: $122024

Latest loaded filing

2024

Revenue$12
Expenses$0
Net Income$12
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.00$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.00$0.35$0.35
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.50$0.10$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$0.30$1.16$0.86
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.39$1.15$0.76
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.91$5.04$4.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Mar 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES M WILSONTrustee-$0--
M JANE WILSONTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCRANBERRY ISLES REALTY TRUSTGENERAL PURPOSEPCCRANBERRY ISLES, ME, US$10,000
Filing and Contact Details

Filer

Filer Name
Wilson Family Foundation
EIN
04-6773530
Phone
7818994350
Address
401 EDGEWATER PLACE 300, WAKEFIELD, MA 01880

Signing Officer

Name
James Wilson
Title
Trustee
Phone
7818994350
Signed
2026-03-13
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
401 EDGEWATER PLACE SUITE 300, WAKEFIELD, MA 01880
Preparer
Jody K Booth
Phone
7812459999
Raw XML Appendix300 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CRANBERRY ISLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd004625
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06794
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02742
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt033735
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt08840
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039683
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03206
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt033735
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03206
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048523
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt045317
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES M AND JANE WILSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt065 UPLAND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BROOKLINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002445
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150113
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0136313
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0GILEAD SCIENCES, INC. 1,500 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-19
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038033
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN ON CONTRIBUTED ASSETS
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0WILSON FAMILY CHARITABLE FUND
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt065 UPLAND ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0BROOKLINE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0MA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd002445
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07818994350
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON FAMILY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O PLANTE & MORAN PLLC
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0046773530
ReturnHeader/Filer/PhoneNum07818994350
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 EDGEWATER PLACE 300
ReturnHeader/Filer/USAddress/CityNm0WAKEFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001880
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 EDGEWATER PLACE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAKEFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001880
ReturnHeader/PreparerPersonGrp/PhoneNum07812459999
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODY K BOOTH
ReturnHeader/ReturnTs02026-03-13T12:15:30-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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