WILCOX FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILCOX FAMILY FOUNDATION INC (EIN 85-2824547)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-02
- IRS object ID
- 202530619349100403
- Schema version
- 2024v5.0
- 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 | 2025-03-02T10:14:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 4198611120 | 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 |
| Signature | 2025-02-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRY D MOSLEY CPA | PreparerPersonNm |
| PTIN | P00054121 | PTIN |
| Phone | 4198611120 | PhoneNum |
| Preparation | 2025-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $15,242 | 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 | $632,930 | ContriRcvdRevAndExpnssAmt |
| Total Rev And Expnss | $632,930 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $627,936 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $627,436 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $628,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $627,436 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,998 | CashBOYAmt |
| Cash EOY | $15,242 | CashEOYAmt |
| Cash EOYFMV | $15,242 | CashEOYFMVAmt |
| Total Assets BOY | $10,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,242 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,998 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,242 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,242 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,242 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,244 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,242 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,242 | 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 | 4198611120 | 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 | $4,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,625 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $228 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $627,436 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $627,436 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $29,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $131,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,672 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $465,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $627,436 | QualifyingDistributionsAmt |
| Applied To Current Year | $228 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $627,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,093,173 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,093,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,295 | ExcessFromYear4Amt |
| Excess From Year3 | $131,098 | ExcessFromYear3Amt |
| Excess From Year2 | $163,672 | ExcessFromYear2Amt |
| Excess From Year1 | $141,900 | ExcessFromYear1Amt |
| Excess From Current Year | $627,208 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BGSU FOUNDATION | |||||||
| 1610 STADIUM DR | BOWLING GREEN | OH | 43403 | NONE | PC | STUDENT SUPPORT | $37,125 |
| CULVER LAKE FEST | |||||||
| PO BOX 146 | CULVER | IN | 46511 | NONE | PC | DISCRETIONARY | $200 |
| READ FOR LITERACY | |||||||
| 325 N MICHIGAN AVE | TOLEDO | OH | 43604 | NONE | PC | CLAIRE'S DAY | $500 |
| TOLEDO MUSEUM OF ART | |||||||
| PO BOX 1013 | TOLEDO | OH | 43697 | NONE | PC | SOCIAL SERVICE | $10,000 |
| BREAST HEALTH SARASOLA INC | |||||||
| 2050 PROCTOR RD | SARASOTA | FL | 34231 | NONE | PC | DISCRETIONARY | $5,000 |
| ST PATRICK OF HEATHERDOWNS | |||||||
| 4201 HEATHERDOWNS BLVD | TOLEDO | OH | 43614 | NONE | PC | DISCRETIONARY | $100 |
| CULVER EDUCATIONAL FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PC | DISCETIONARY | $55,765 |
| UNIVERSITY OF TOLEDO FOUNDATION | |||||||
| 4510 DORR ST | TOLEDO | OH | 43615 | NONE | PC | DISCRETIONARY | $3,000 |
| SARASOTA BAY WATCH | |||||||
| PO BOX 1141 | OSPREY | FL | 34229 | NONE | PC | DISCRETIONARY | $1,000 |
| FOLDS OF HONOR | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | NONE | PC | DISCRETIONARY | $100 |
| PROMEDICA FOUNDATION | |||||||
| 100 MADISON AVE | TOLEDO | OH | 43604 | NONE | PC | DISCRETIONARY | $12,996 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 9751 BONITA BEACH RD | BONITA SPRINGS | FL | 34135 | NONE | PC | DISCRETIONARY | $100 |
| PRINCE OF PEACH LUTHERAN CHURCH | |||||||
| 28455 CENTER RIDGE RD | WESTLAKE | OH | 44145 | NONE | PC | DISCRETIONARY | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||
| 2000 TOWN CENTER | SOUTHFIELD | MI | 48075 | NONE | PC | DISCRETIONARY | $100 |
| ALZHIEMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | DISCRETIONARY | $100 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | DISCRETIONARY | $500,000 |
| LAKE MAXINKUCKEE ENVIRONMENTAL | |||||||
| 116 N MAIN ST | CULVER | IN | 46511 | NONE | PC | DISCRETIONARY | $100 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR | BROOK | NY | 10573 | NONE | PC | DISCRETIONARY | $100 |
| JEWELERS FOR CHILDREN | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | PC | DISCRETIONARY | $100 |
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PC | DISCRETIONARY | $1,000 |
| ST FRANCIS DESALES HS | |||||||
| 2323 W BANCROFT | TOLEDO | OH | 43607 | NONE | PC | DISCRETIONARY | $100 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 8008 | DUBLIN | OH | 43016 | NONE | PC | DISCRETIONARY | $50 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | NONE | PC | DISCRETIONARY | $100 |
| OTTAWA HILLS SCHOOLS FOUNDATION | |||||||
| 4035 W CENTRAL AVE | OTTAWA HILLS | OH | 43606 | NONE | PC | DISCRETIONARY | $100 |
| THE ROSARY CARE CENTER | |||||||
| 6832 CONVENT | SYLVANIA | OH | 43560 | NONE | PC | DISCRETIONARY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $627,936 | 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 | $632,930 | 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 | $750 | Amt |