ALAN D AND WENDY R WILSON FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ALAN D AND WENDY R WILSON FOUNDATION (EIN 26-3318655)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201242279349100959
- Schema version
- 2011v1.2
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T14:36:02-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARLOZO & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E TIMONIUM RD STE 200 | AddressLine1 |
| City | TIMONIUM | City |
| State | MD | State |
| ZIP Code | 210933458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263318655 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN D& WENDY R WILSON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ALAN | NameControl |
| Phone | 4107717210 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DEEP RUN COURT | AddressLine1 |
| City | COCKEYSVILLE | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN D WILSON | Name |
| Title | TRUSTEE | Title |
| Phone | 4107717210 | Phone |
| Date Signed | 2012-08-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH V CARLOZO CPA | Name |
| Phone | 4105615028 | Phone |
| Date Prepared | 2012-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1235607 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 199164 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 22218 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 22218 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 22218 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 221382 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22218 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 22218 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 3884 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 96 | OtherProfFeesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3980 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 80000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 80000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 83980 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 80000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 137402 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22218 | NetInvestmentIncome |
| Adjusted Net Income | 22218 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 102739 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44861 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 44861 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 779160 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 974440 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1190746 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 881899 | TotalAssetsBOY |
| Total Assets EOY | 1019301 | TotalAssetsEOY |
| Total Assets EOYFMV | 1235607 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 881899 | RetainedEarningsBOY |
| Retained Earnings EOY | 1019301 | RetainedEarningsEOY |
| Total Net Assets BOY | 881899 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1019301 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 881899 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1019301 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 881899 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 137402 | ExcessOfRevenueOverExpenses |
| Subtotal | 1019301 | Subtotal |
| Total Net Assets Fund Balances EOY | 1019301 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 74639 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 725361 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.102899 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 49839 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 557590 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.089383 | DistributionRatioYear2 |
| Noncharitable Assets Year3 | 533496 | NoncharitableAssetsYear3 |
| Total Distribution Ratio | 0.192282 | TotalDistributionRatio |
| Average Distribution Ratio | 0.096141 | AverageDistributionRatio |
| Net Noncharitable Assets | 1025155 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 98559 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 222 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 98781 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 80000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 444 | InvestmentIncomeExciseTax |
| Subtotal | 444 | Subtotal |
| Tax Based On Investment Income | 444 | TaxBasedOnInvestmentIncome |
| Tax Due | 444 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOHN FAULKINGHAM | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4105804781 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1 |
| City | BALTIMORE | City |
| State | MD | State |
| ZIP Code | 212093600 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ALAN D WILSON | ||||||||
| 11 DEEP RUN COURT | COCKEYSVILLE | MD | 21030 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| WENDY R WILSON | ||||||||
| 11 DEEP RUN COURT | COCKEYSVILLE | MD | 21030 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS | Description1 |
| Expenses1 | 50000 | Expenses1 |
| Description2 | CONTRIBUTIONS | Description2 |
| Expenses2 | 30000 | Expenses2 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 958448 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 82318 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1040766 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1040766 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15611 | CashDeemedCharitable |
| Net Noncharitable Assets | 1025155 | NetNoncharitableAssets |
| Minimum Investment Return | 51258 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 51258 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 444 | TaxBasedOnInvestmentIncome |
| Total Tax | 444 | TotalTax |
| Distributable Amount Before Adj | 50814 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 50814 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 50814 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 80000 | ExpensesAndContributions |
| Qualifying Distributions | 80000 | QualifyingDistributions |
| Adj Qualifying Distributions | 80000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50814 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 21115 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 39093 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 60208 | TotalExcessDistriCarryover |
| Qualifying Distributions | 80000 | QualifyingDistributions |
| Applied To Current Year | 50814 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 29186 | RemainingDistriFromCorpus |
| Total Corpus | 89394 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 89394 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 21115 | ExcessFromYear2 |
| Excess From Year1 | 39093 | ExcessFromYear1 |
| Excess From Current Year | 29186 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN D WILSON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ST PAULS SCHOOL | ||||||||
| 11152 FALLS ROAD | BROOKLANDVILLE | MD | 21022 | NONE | CHARITY | EDUCATION | $25,000 | |
| UNIVERSITY OF TENNESSEE | ||||||||
| 600 HENLEY STREET | KNOXVILLE | TN | 37996 | NONE | CHARITY | EDUCATION | $50,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| 6185 AIRLINE | DALLAS | TX | 75205 | NONE | CHARITY | EDUCATION | $2,500 | |
| JAPANESE EARTHQUAKE RELIEF FUND | ||||||||
| 18 LOVETON CIRCLE | SPARKS | MD | 21152 | NONE | CHARITY | RELIEF FUND | $2,500 | C/O MCCORMICK & COMPANY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 80000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22,218 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,218 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22218 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ALAN D WILSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DEEP RUN COURT | AddressLine1 |
| City | COCKEYSVILLE | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 199164 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5000 SHARES MCCORMICK STOCK | NoncashPropertyDescription |
| Fair Market Value | 195280 | FairMarketValue |
| Date Received | 2011-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $3,884 | Amount |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| ALAN D WILSON |
| WENDY R WILSON |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MCCORMICK STOCK | NameOfStock |
| EOY Book Value | 974440 | EOYBookValue |
| EOYFMV | 1190746 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES | Category |
| Amount | $96 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ALAN AND WENDY WILSON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 DEEP RUN COURT | AddressLine1 |
| City | COCKEYSVILLE | City |
| State | MD | State |
| ZIP Code | 21030 | ZIPCode |