SOLOMON WILSON FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SOLOMON WILSON FAMILY FOUNDATION INC (EIN 13-4092426)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202641339349100929
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T09:38:18-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133850905 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR & VALLONE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1475 FRANKLIN AVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115301662 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134092426 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SOLOMON WILSON FAMILY FOUNDATION IN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOLO | BusinessNameControlTxt |
| Phone | 5168748800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 397 W 12TH ST APT PH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK WILSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5168748800 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN FRANKEL | PreparerPersonNm |
| PTIN | P01278646 | PTIN |
| Phone | 5168748800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $578,032 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$888,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $669,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $664,188 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$872,869 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $679,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,312 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,312 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,781 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $292,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $292,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $307,551 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,180,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $679,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,355 | CashBOYAmt |
| Cash EOY | $8,807 | CashEOYAmt |
| Cash EOYFMV | $8,807 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,734,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $569,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $569,225 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,758,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $578,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $578,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,205,204 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,205,204 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$446,752 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,627,172 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,758,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $578,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,758,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $578,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,758,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,180,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $578,032 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $578,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-01-02 | $53,528 | $444 | $53,084 | $53,084 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-02-03 | $55,082 | $444 | $54,638 | $54,638 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-03-03 | $51,258 | $444 | $50,814 | $50,814 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-04-02 | $49,868 | $444 | $49,424 | $49,424 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-05-12 | $49,868 | $444 | $49,424 | $49,424 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-06-02 | $54,769 | $444 | $54,325 | $54,325 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-07-01 | $49,919 | $444 | $49,475 | $49,475 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-08-01 | $58,069 | $444 | $57,625 | $57,625 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-09-02 | $51,989 | $444 | $51,545 | $51,545 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-10-01 | $66,349 | $444 | $65,905 | $65,905 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-11-03 | $60,819 | $444 | $60,375 | $60,375 |
| 1000 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-08-25 | 2025-12-01 | $53,427 | $444 | $52,983 | $52,983 |
| 275 SHS ETSY INC. THROUGH MORGAN STANLEY | 2020-06-02 | 2025-12-01 | $14,693 | $122 | $14,571 | $14,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $664,188 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $102 | EsPenaltyAmt |
| Tax Due | $53 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FREDERICK R WILSON | IndividualWithBooksNm |
| Phone | 5168748800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 397 WEST 12TH STREET PH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDERICK R WILSON | ||||||||
| 397 W 12TH ST APT PH | NEW YORK | NY | 10014 | PRES,TREAS, AS REQUIRED | 0.50 | $0 | $0 | $0 |
| JOANNE S WILSON | ||||||||
| 397 W 12TH ST APT PH | NEW YORK | NY | 10014 | VP, SEC, D, AS REQUIRED | 0.50 | $0 | $0 | $0 |
| SUSAN G SOLOMON | ||||||||
| 135 CHARLES STREET APT LLH | NEW YORK | NY | 10014 | DIRECTOR, AS REQUIRED | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $693,442 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $716,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $716,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,749 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $705,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,451 | TotalTaxAmt |
| Distributable Before Adj | $25,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,842 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,842 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $293,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,227,401 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,008,639 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $175,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $72,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,483,912 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $267,939 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,751,851 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,227,401 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,524,450 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,008,639 | ExcessFromYear4Amt |
| Excess From Year3 | $175,344 | ExcessFromYear3Amt |
| Excess From Year1 | $72,528 | ExcessFromYear1Amt |
| Excess From Current Year | $267,939 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FREDERICK R WILSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BROOKLYN PUBLIC LIBRARY | ||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 112385619 | PC | HELP PROVIDE FREE ACCESS TO BOOKS, TECHNOLOGY, LITERACY PROGRAMS AND RECREATION. | $15,000 |
| GOOD SHEPHERED SERVICES | ||||||
| 305 7TH AVENUE 9TH FLOOR | NEW YORK | NY | 10001 | PC | SUPPORT NYC CHILDREN, YOUTH, AND FAMILIES | $75,000 |
| NEW YORKERS FOR PARKS | ||||||
| 111 JOHN ST STE 1160 | NEW YORK | NY | 10038 | PC | SUPPORT HELPS KEEPS THE PARK CLEAN, GREEN, BEAUTIFUL AND THRIVING. | $5,000 |
| THE SYLVIA CENTER | ||||||
| 2417 THIRD AVE SUITE 301 | BRONX | NY | 10451 | PC | TO EDUCATE YOUNG PEOPLE AND FAMILIES THROUGH CULINARY PROGRAMMING TO PROMOTE HEALTH AND WELL-BEING. | $20,000 |
| WOMEN IN NEED | ||||||
| ONE STATE STREET PLAZA 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO HELP NYC HOMELESS WOMEN AND CHILDREN REBUILD THEIR LIVES | $10,000 |
| RADIUS BOOKS | ||||||
| 227 EAST PALACE AVE SUITE W | SANTA FE | NM | 87501 | PC | TO SUPPORT PUBLISHING PROGRAM AND COMMUNITY OUTREACH. | $7,000 |
| PIONEER WORKS ART FOUNDATION | ||||||
| 159 PIONEER STREET | BROOKLYN | NY | 112311263 | PC | TO SUPPORT ARTISTS, WRITERS, EDUCATORS, AND SCIENTISTS PURSUING EXPERIMENTAL PROJECTS. | $25,000 |
| TECHNYC FOUNDATION | ||||||
| 142 W 57TH STREET 49TH FLOOR | NEW YORK | NY | 10019 | PC | SUPPORT TECH EXPERTISE AND RESOURCES TO ADDRESS KEY CHALLENGES SUCH AS DIGITAL INEQUALITY, CAREER READINESS, AND COMMUNITY SUPPORT. | $10,000 |
| CHARITIES AID FOUNDATION AMERICA | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | PC | SUPPORT TO ACCELERATE PROGRESS IN SOCIETY TOWARDS A FAIR AND SUSTAINABLE FUTURE FOR ALL. | $75,000 |
| CIVIL RIGHTS CORPS | ||||||
| 1601 CONNECTICUT AVE NW SUITE 800 | WASHINGTON | DC | 20009 | PC | SUPPORT OF HUB FOR INNOVATIVE LAW OFFICES WORK TO CHALLENGE SYSTEMIC INJUSTICE IN THE AMERICAN LEGAL SYSTEM. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $292,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,715 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$888,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$872,869 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$872,869 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,312 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,312 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS FNCL SQ GOVT FST | StockNm |
| EOY Book Value | $569,225 | EOYBookValueAmt |
| EOYFMV | $569,225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NY CHAR 500 FEE | $125 | $0 | $0 | $125 |
| FILING FEE | $344 | $0 | $0 | $344 |
| PENALTIES | $16 | $0 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK R WILSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 397 WEST 12TH STREET PH | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10014 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORM 990-PF | CategoryTxt |
| Amt | $13,754 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |