Civic Intelligence

Wilson Family Foundation C/O Plante & Moran PLLC

990PF • Fiscal year 2012 • EIN 04-6773530

May 01, 2011 to Apr 30, 2012 • Filed on Aug 29, 2012

800 South Street No 25502453
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$169,141

Flat from 2012

Net Assets

$169,141

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$504,410

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2012: $169,141Liabilities 2012: $0Net Assets 2012: $169,1412012Assets 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

Highlighted filing

2012

Assets$169,141
Liabilities$0
Net Assets$169,141

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $504,4102012Revenue 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

Highlighted filing

2012

Revenue-
Expenses$504,410
Net Income-
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Aug 29, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMBRIDGE IN AMERICAPROMOTE CHARITABLE ACTIVITIESCHARITABLENEW YORK, NY, US$162,690
Paid GrantSALVATION ARMYPROMOTE CHARITABLE ACTIVITIESCHARITABLECANTON, MA, US$121,900
Paid GrantCONCORD ACADEMYPROMOTE CHARITABLE ACTIVITIESCHARITABLECONCORD, MA, US$100,000
Paid GrantBROOKLINE HIGH SCHOOL 21ST CENTURY FUNDPROMOTE CHARITABLE ACTIVITIESCHARITABLEBROOKLINE, MA, US$67,287
Paid GrantHANDEL AND HAYDNPROMOTE CHARITABLE ACTIVITIESCHARITABLEBOSTON, MA, US$30,628
Paid GrantBOSTON BALLETPROMOTE CHARITABLE ACTIVITIESCHARITABLEBOSTON, MA, US$7,050
Filing and Contact Details

Filer

EIN
04-6773530
Raw XML AppendixShowing 400 of 406 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES M WILSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1M JANE WILSON
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IRS990PF/SupplementaryInformation/ContributingManager0JAMES M WILSON
IRS990PF/SupplementaryInformation/ContributingManager1M JANE WILSON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5121900
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5PROMOTE CHARITABLE ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10BOSTON BALLET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11BROOKLINE HIGH SCHOOL 21ST CENTURY FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12CAMBRIDGE IN AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13CONCORD ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14HANDEL AND HAYDN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15SALVATION ARMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1019 CLARENDON STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11115 GREENOUGH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12292 MADISON AVE 8TH FLOOR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13166 MAIN STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14300 MASSACHUSETTS AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1525 SHAWMUT ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1BROOKLINE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEW YORK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3CONCORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5CANTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode002116
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102445
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode210017
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode301742
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode402115
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode502021
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0489555
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear022442
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted022442
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10485078
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20461961
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30130358
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4013399
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50148111
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50148111
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01557909
IRS990PF/UndistributedIncome/ExcessFromCurrentYear0467113
IRS990PF/UndistributedIncome/ExcessFromYear10485078
IRS990PF/UndistributedIncome/ExcessFromYear20461961
IRS990PF/UndistributedIncome/ExcessFromYear30130358
IRS990PF/UndistributedIncome/ExcessFromYear4013399
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0489555
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus0467113
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01706020
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover01238907
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome19
OtherExpensesSchedule/OtherExpenses/Description0STATE FILING FEES
OtherExpensesSchedule/OtherExpenses/Description1K-1 MCP FUND - PORTFOLIO LOSS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks035
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome03095
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome16960
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount03095
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount16960
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FINANCIAL ADVISORY AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome03095
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome16960
TaxesSchedule/Taxes/AdjustedNetIncome0155
TaxesSchedule/Taxes/Amount0155
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0155
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0046773530
ReturnHeader/Filer/Name/BusinessNameLine10WILSON FAMILY FOUNDATION
ReturnHeader/Filer/Name/BusinessNameLine20C/O FORTIS MANAGEMENT GROUP LLC
ReturnHeader/Filer/NameControl0WILS
ReturnHeader/Filer/Phone07818994350
ReturnHeader/Filer/USAddress/AddressLine10800 SOUTH STREET NO 255
ReturnHeader/Filer/USAddress/City0WALTHAM
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002453
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-08-29
ReturnHeader/Officer/Name0JAMES WILSON
ReturnHeader/Officer/Phone07818994350
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0202577763
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10FORTIS MANAGEMENT GROUP LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10800 SOUTH STREET SUITE 255
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WALTHAM
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode002453
ReturnHeader/Preparer/Name0FORTIS MANAGEMENT GROUP LLC

Document Assets

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Filings

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
2012Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$5.04
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.91$5.04$4.13