WILCOX FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILCOX FAMILY FOUNDATION INC (EIN 85-2824547)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-03
- IRS object ID
- 202611549349100306
- Schema version
- 2025v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-03T14:20:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263710272 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSLEY GLICK O'BRIEN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 571 LONGBOW DR SUITE A | AddressLine1Txt |
| City | MAUMEE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | 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 | 852824547 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILCOX FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILC | BusinessNameControlTxt |
| Phone | 4195379407 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 EXECUTIVE PARKWAY STE 200 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL WILCOX | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4195379407 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY D MOSLEY CPA | PreparerPersonNm |
| PTIN | P00054121 | PTIN |
| Phone | 4198611120 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| 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 | $3,152 | 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 | $645,000 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $645,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $656,565 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $656,565 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,242 | CashBOYAmt |
| Cash EOY | $3,152 | CashEOYAmt |
| Cash EOYFMV | $3,152 | CashEOYFMVAmt |
| Total Assets BOY | $15,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,242 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,152 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,090 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,152 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,152 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WILCOXFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL WILCOX | IndividualWithBooksNm |
| Phone | 4195379407 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 EXECUTIVE PARKWAY STE 200 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL WILCOX | ||||||||
| 3400 EXECUTIVE PARKWAY STE 200 | TOLEDO | OH | 43606 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JAN WILCOX | ||||||||
| 3400 EXECUTIVE PARKWAY STE 200 | TOLEDO | OH | 43606 | OFFICER | 1.00 | $0 | $0 | $0 |
| BENJAMIN WILCOX | ||||||||
| 3400 EXECUTIVE PARKWAY STE 200 | TOLEDO | OH | 43606 | OFFICER | 1.00 | $0 | $0 | $0 |
| SARAH WILCOX | ||||||||
| 3400 EXECUTIVE PARKWAY STE 200 | TOLEDO | OH | 43606 | OFFICER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,454 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $515 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,590 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $656,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $515 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $29,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,098 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $163,672 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $627,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,093,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,590 | QualifyingDistributionsAmt |
| Applied To Current Year | $515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $656,075 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,749,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $29,295 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,719,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,098 | ExcessFromYear4Amt |
| Excess From Year3 | $163,672 | ExcessFromYear3Amt |
| Excess From Year2 | $141,900 | ExcessFromYear2Amt |
| Excess From Year1 | $627,208 | ExcessFromYear1Amt |
| Excess From Current Year | $656,075 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL JAN WILCOX | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BGSU FOUNDATION | |||||||
| 1610 STADIUM DR | BOWLING GREEN | OH | 43403 | NONE | PC | STUDENT SUPPORT | $516,300 |
| TOLEDO MUSEUM OF ART | |||||||
| PO BOX 1013 | TOLEDO | OH | 43697 | NONE | PC | SOCIAL SERVICE | $10,000 |
| CULVER EDUCATIONAL FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | DISCETIONARY | $450 |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||
| 4510 DORR ST | TOLEDO | OH | 43615 | NONE | PC | DISCRETIONARY | $1,000 |
| ALZHEIMER'S SUPPORT NETWORK | |||||||
| 1421 PINE RIDGE RD | NAPLES | FL | 34109 | NONE | PC | DISCRETIONARY | $100 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | DISCRETIONARY | $125,000 |
| HOSPICE OF NW OHIO | |||||||
| 30000 E RIVER RD | PERRYSBURG | OH | 43551 | NONE | PC | DISCRETIONARY | $200 |
| ALS ASSOCIATION | |||||||
| 1300 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PC | DISCRETIONARY | $100 |
| OR ACADEMY | |||||||
| 395 SOUTH HARBOR DR | KEY LARGO | FL | 33037 | NONE | PC | DISCRETIONARY | $200 |
| LACES OF LOVE | |||||||
| 2077 J AND C BLVD | NAPLES | FL | 34109 | NONE | PC | DISCRETIONARY | $1,000 |
| CAMP TWIN LAKES | |||||||
| 1100 SPRING ST | ATLANTA | GA | 30309 | NONE | PC | DISCRETIONARY | $500 |
| GOD'S BEST CREATION | |||||||
| 1454 GOODALE AVE | TOLEDO | OH | 43606 | NONE | PC | DISCRETIONARY | $250 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| PO BOX 88540 | CAROL STREAM | IL | 60188 | PC | PC | DISCRETIONARY | $265 |
| TRANSITION AND ACCESS PATHWAYS | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | NONE | PC | DISCRETIONARY | $100 |
| LOU HOLTZ FOUNDATION | |||||||
| PO BOX 888 | EAST LIVERPOOL | OH | 43920 | NONE | PC | DISCRETIONARY | $1,000 |
| THE FIRST TEE | |||||||
| 7601 MIAMI LAKES DR | MIAMI LAKES | FL | 32082 | NONE | PC | DISCRETIONARY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $656,565 | TotalGrantOrContriPdDurYrAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAEL JAN WILCOX | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 EXECUTIVE PARKWAY STE 200 | AddressLine1Txt |
| City | TOLEDO | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $645,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| STATE FEE | $25 | $25 |