STRATEGY STUDIO / PUBLIC DATA EXPLORER

BARBARA AND STEVE WILSON EDUCATIONAL FUND INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BARBARA AND STEVE WILSON EDUCATIONAL FUND INC (EIN 81-2948670)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-12-12
IRS object ID
202403479349300030
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-12-12T13:43:02-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN201590110PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIEGELAUB ROSENBERG PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1361 E HILLSBORO BLVDAddressLine1Txt
CityDEERFIELD BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334413539ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812948670EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARBARA AND STEVE WILSONBusinessNameLine1Txt
Business Name Line2EDUCATIONAL FUND INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBARBBusinessNameControlTxt
Phone4794591226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153960 DEL GATO DRIVEAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA WILSONPersonNm
Person TitleDIRECTOR/SECRETARYPersonTitleTxt
Phone4794591226PhoneNum
Signature2024-06-06SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGLENN ROSENBERGPreparerPersonNm
PTINP00143984PTIN
Phone9547532222PhoneNum
Preparation2024-12-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Principal OfficerSTEVEN K WILSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line153960 DELGATO DRIVEAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$281,976GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILSONEDUCATIONALFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateFLLegalDomicileStateCd
Activity Or MissionTHE BARBARA AND STEVE WILSON EDUCATIONAL FUND INC IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING FINANCIAL AID TO STUDENTS WHO MAY BE UNABLE TO APPLY FOR SUPPORT BASED ON THEIR CITIZENSHIP STATUS OR OTHER CRITERIA.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,500PYContributionsGrantsAmt
CY Contributions Grants$171,675CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$18,177PYInvestmentIncomeAmt
CY Investment Income$51,773CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$35,677PYTotalRevenueAmt
CY Total Revenue$223,448CYTotalRevenueAmt
PY Grants And Similar Paid$185,750PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$187,310CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$12,000PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$24,000CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$9,413PYOtherExpensesAmt
CY Other Expenses$9,618CYOtherExpensesAmt
PY Total Expenses$207,163PYTotalExpensesAmt
CY Total Expenses$220,928CYTotalExpensesAmt
PY Revenues Less Expenses-$171,486PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,520CYRevenuesLessExpensesAmt
Total Assets BOY$446,509TotalAssetsBOYAmt
Total Assets EOY$524,485TotalAssetsEOYAmt
Total Liabilities BOY$293,173TotalLiabilitiesBOYAmt
Total Liabilities EOY$368,629TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$153,336NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$155,856NetAssetsOrFundBalancesEOYAmt
MissionTHE BARBARA AND STEVE WILSON EDUCATIONAL FUND INC IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING FINANCIAL AID TO STUDENTS WHO MAY BE UNABLE TO APPLY FOR SUPPORT BASED ON THEIR CITIZENSHIP STATUS OR OTHER CRITERIA.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$187,310ExpenseAmt
Grant$187,310GrantAmt
DescTHE BARBARA AND STEVE WILSON EDUCATIONAL FUND INC IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING FINANCIAL AID TO STUDENTS WHO MAY BE UNABLE TO APPLY FOR SUPPORT BASED ON THEIR CITIZENSHIP STATUS OR OTHER CRITERIADesc
Total Program Service Expenses$187,310TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredfalseScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARBARA STEVE WILSONPersonNm
Phone4794591226PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line153960 DEL GATO DRAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
BARBARA WILSON
DIRECTOR/SEC10.00Yes (X)$6,000$0$0
STEVEN K WILSON
DIRECTOR/PRE10.00Yes (X)$6,000$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$12,000TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$171,675GovernmentGrantsAmt
Total Contributions$171,675TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,771TotalRevenueColumnAmt
Related Or Exempt Func Income$6,771RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$103,530SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$58,528SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,002SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,002TotalRevenueColumnAmt
Related Or Exempt Func Income$45,002RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$223,448TotalRevenueColumnAmt
Related Or Exempt Func Income$51,773RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$163,000TotalAmt
Program Services$163,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$24,310TotalAmt
Program Services$24,310ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Management And General$12,000ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$12,000TotalAmt
Management And General$12,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$2,645TotalAmt
Management And General$2,645ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,973TotalAmt
Management And General$6,973ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$220,928TotalAmt
Program Services$187,310ProgramServicesAmt
Management And General$33,618ManagementAndGeneralAmt
Fundraising$0FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$446,509BOYAmt
EOY$524,485EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$446,509BOYAmt
EOY$524,485EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$293,173BOYAmt
EOY$368,629EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$293,173BOYAmt
EOY$368,629EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$153,336BOYAmt
EOY$155,856EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$153,336BOYAmt
EOY$155,856EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$446,509BOYAmt
EOY$524,485EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,520ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year$171,675CurrentTaxYearAmt
Total$171,675TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$6,771CurrentTaxYearAmt
Total$6,771TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year$178,446CurrentTaxYearAmt
Total$178,446TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$178,446PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year$178,446CurrentTaxYearAmt
Total$178,446TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
BELMONT MEDICAL SCHOOL
1900 BELMONT BOULEVARDNASHVILLETN37212560860057$115,000CONTRIBUTIOBN
EIENHOWER NURSES 247
39000 BOB HOPE DRIVERANCHO MIRAGECA92270956130458$48,000

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtCash GrantCashGrantAmt
EDUCATIONAL SCHOLARSHIP$21,310
UAMS AND VARIOUS CHARITIE$3,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 1, ITEM BTAX RETURN IS BEING AMENDED DUE TO INADVERTANTLY SELECTING TAX EXEMPT STATUS UNDER INTERNAL REVENUE SECTION CODE (IRC) 501(C)(5) INSTEAD OF TAX EXEMPT UNDER IRC SECTON 501(C)(3). THIS IS TO CORRECT FILING.
FORM 990, PAGE 6, PART VI, LINE 2BARBARA WILSON STEVE WILSON SECRETARY PRESIDENT WIFE AND HUSBAND STEVE WILSON BARBARA WILSON PRESIDENT SECRETARY HUSBAND AND WIFE
FORM 990, PAGE 6, PART VI, LINE 11BNO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC
FORM 990, PART X.