Civic Intelligence

Alan D and Wendy R Wilson Foundation

990PF • Fiscal year 2016 • EIN 26-3318655

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

Organization Profile
1481 Anhinga PointNaples, FL 34105

(410) 771-7210

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2016 filings • NTEE A • $1M-$5M nonprofits • Source year 2016

Asset Growth

80th percentile

15%

Faster asset growth than 80% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2016 filings • NTEE A • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$2,399,126

Up $317,691 (+15%) from 2015

Net Assets

Up

$2,399,126

Up $317,691 (+15%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin96th percentile

Revenue

Down

$453,286

Down $123,951 (-21%) from 2015

Expenses

Down

$135,595

Down $81,282 (-37%) from 2015

Net Income

Down

$317,691

Down $42,669 (-12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $881,899Liabilities 2010: $0Net Assets 2010: $881,8992010Assets 2011: $1,019,301Liabilities 2011: $0Net Assets 2011: $1,019,3012011Assets 2012: $1,463,895Liabilities 2012: $0Net Assets 2012: $1,463,8952012Assets 2013: $1,470,005Liabilities 2013: $0Net Assets 2013: $1,470,0052013Assets 2014: $1,721,075Liabilities 2014: $0Net Assets 2014: $1,721,0752014Assets 2015: $2,081,435Liabilities 2015: $0Net Assets 2015: $2,081,4352015Assets 2016: $2,399,126Liabilities 2016: $0Net Assets 2016: $2,399,1262016Assets 2017: $3,193,854Liabilities 2017: $0Net Assets 2017: $3,193,8542017Assets 2018: $3,867,222Liabilities 2018: $0Net Assets 2018: $3,867,2222018Assets 2019: $3,988,251Liabilities 2019: $0Net Assets 2019: $3,988,2512019Assets 2020: $3,791,827Liabilities 2020: $0Net Assets 2020: $3,791,8272020Assets 2021: $4,046,976Liabilities 2021: $0Net Assets 2021: $4,046,9762021Assets 2022: $4,399,905Liabilities 2022: $0Net Assets 2022: $4,399,9052022Assets 2023: $3,833,221Liabilities 2023: $0Net Assets 2023: $3,833,2212023Assets 2024: $3,373,940Liabilities 2024: $0Net Assets 2024: $3,373,9402024

Highlighted filing

2016

Assets$2,399,126
Liabilities$0
Net Assets$2,399,126
Open 2016 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2010: $76,7882010Expenses 2011: $83,9802011Expenses 2012: $200,7502012Revenue 2013: $206,288Expenses 2013: $200,178Net Income 2013: $6,1102013Revenue 2014: $451,982Expenses 2014: $200,912Net Income 2014: $251,0702014Revenue 2015: $577,237Expenses 2015: $216,877Net Income 2015: $360,3602015Revenue 2016: $453,286Expenses 2016: $135,595Net Income 2016: $317,6912016Revenue 2017: $1,045,260Expenses 2017: $250,532Net Income 2017: $794,7282017Revenue 2018: $917,497Expenses 2018: $381,278Net Income 2018: $536,2192018Revenue 2019: $972,365Expenses 2019: $453,218Net Income 2019: $519,1472019Revenue 2020: $824,002Expenses 2020: $588,124Net Income 2020: $235,8782020Revenue 2021: $854,976Expenses 2021: $567,993Net Income 2021: $286,9832021Revenue 2022: $994,579Expenses 2022: $641,650Net Income 2022: $352,9292022Revenue 2023: $195,199Expenses 2023: $761,883Net Income 2023: -$566,6842023Revenue 2024: $180,282Expenses 2024: $639,558Net Income 2024: -$459,2762024

Highlighted filing

2016

Revenue$453,286
Expenses$135,595
Net Income$317,691
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALAN D WILSONTrustee-$0--
WENDY R WILSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Alan D& Wendy R Wilson Foundation
EIN
26-3318655
Phone
4107717210
Address
1481 ANHINGA POINT, NAPLES, FL 34105

Signing Officer

Name
Alan D Wilson
Title
Trustee
Phone
4107717210
Signed
2017-11-15

Preparer

Firm
Carlozo & Company Pa
Address
20 E TIMONIUM RD STE 200, TIMONIUM, MD 21093-3458
Preparer
Joseph V Carlozo CPA
Phone
4105615028
Raw XML Appendix282 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.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02326546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03625120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MCCORMICK STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt062150
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062150
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0134278
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0134278
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0391136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0317691
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0134278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0135595
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0453286
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01317
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0317691
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02399126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02081435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02399126
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0174265
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0174265
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0174265
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0175508
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01243
IRS990PF/DistributableAmountGrp/TotalTaxAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt05
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01100
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01243
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0148
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01100
IRS990PF/FMVAssetsEOYAmt03697700
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02059188
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02326546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03625120
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02081435
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02399126
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022247
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt072580
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt072580
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02081435
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02399126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03697700
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02081435
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02399126
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02081435
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02399126
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03563622
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt057257
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03506365
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt053454
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0175508
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03510168
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03563622
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALAN D WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WENDY R WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01481 ANHINGA POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11481 ANHINGA POINT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134105
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0389983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0390605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0215000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0200000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0200000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0199732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt080000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.111101
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.085699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.098317
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.101110
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.192342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.078037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0622
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03510168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02508792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02034244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01978050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01038420
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01025155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0134278
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.555505
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0134278
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0134278
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0134278
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ALAN D WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01481 ANHINGA POINT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04107717210
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SCHOLARSHIPS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt068473
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt065805
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ALAN D WILSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt357973
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAVES VALLEY GOLF CLUB FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRST TEE OF GREATER BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF TENNESSEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3UNITED WAY OF CENTRAL MARYLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02910 BLENDON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1303 INTERNATIONAL CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2600 HENLEY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31800 WASHINGTON BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OWINGS MILLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTVALLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2KNOXVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BALTIMORE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd021117
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd121030
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd237996
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd321230
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0134278
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0134278
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0174265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt039987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt090572
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099152
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0101872
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0148347
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt029186
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt039987
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0429142
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt090572
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt099152
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0101872
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0137546
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0134278
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0429142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0469129
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ALAN D WILSON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt011 DEEP RUN COURT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0COCKEYSVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd021030
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0391136
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0391136
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04190 SHARES MCCORMICK STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-05
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt096
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CUSTODIAL FEES
TaxesSchedule/TaxesDetail/Amt01221
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN D WILSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04107717210
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALAN D& WENDY R WILSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0263318655
ReturnHeader/Filer/PhoneNum04107717210
ReturnHeader/Filer/USAddress/AddressLine1Txt01481 ANHINGA POINT
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F116FD3AF8D2694F96815E09C3A18F41559EB291
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0590D11B1C55EC52DF94F83C1B806763F57367773
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521631857
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLOZO & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 E TIMONIUM RD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TIMONIUM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210933458
ReturnHeader/PreparerPersonGrp/PhoneNum04105615028
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH V CARLOZO CPA
ReturnHeader/ReturnTs02017-11-15T15:19:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,399,126
Liabilities
$0
Net assets
$2,399,126
Revenue
$453,286
Expenses
$135,595
Net income
$317,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.18$0.64$0.46
2023Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.20$0.76$0.57
2022Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$0.99$0.64$0.35
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.85$0.57$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.82$0.59$0.24
2019Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.97$0.45$0.52
2018Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.92$0.38$0.54
2017Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.05$0.25$0.79
2016Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.45$0.14$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.58$0.22$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.45$0.20$0.25
2013Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.21$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.20
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08
2010Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.08