The Holly & David Wilson Family
The Holly & David Wilson Family is a private foundation, based in Orange, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $11.9M in total assets. In 2025, it awarded 2 grants totaling $388K. Net investment income was $413K.
Key facts about The Holly & David Wilson Family
In short: The Holly & David Wilson Family gave $388K across 2 grants in 2025 (avg $194K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- EIN
- 81-2941600
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $388,265
- Grants made (2025)
- 2
- Average grant
- $194,133
- Median grant
- $194,133
- Total assets
- $11,906,219
- Primary geography
- Iowa (98% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$11.9M
+72.7% YoY
Annual Giving
$388K
+13.3% YoY
Grant Count
2
-50.0% YoY
Avg Grant Size
$194K
+126.7% YoY
Under IRS private-foundation payout rules, The Holly & David Wilson Family reported a distributable amount of $331K for 2025 — the minimum it must pay out in qualifying distributions.
How The Holly & David Wilson Family gives
- Giving grew 661% from 2022 to 2025. Method
- In 2025 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $43K (2021) to $388K (2025). In 2025 it made 2 grants totaling $388K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was UNI Foundation ($380K). Together the top 2 received $388K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 18 grants of 20 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNI Foundation Cedar Falls, IA | Grant Is Made Without Restriction on Usage | $380,265 |
| Orange County Food Bank Garden Grove, CA | Grant Is Made Without Restriction on Usage | $8,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $11,906,219 | $6,895,993 | $6,824,578 |
| Revenue | $5,413,275 | $434,351 | $6,052,880 |
| Expenses | $403,049 | $362,936 | $47,800 |
| Qualifying Distributions | $388,543 | $344,383 | $45,280 |
| Net Investment Income | $412,997 | $432,573 | $51,050 |
| Distributable Amount | $330,951 | $330,533 | $51,762 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
Leadership & Key People
Officers and directors from IRS filings
The Holly & David Wilson Family is led by David W. Wilson, Chairperson & CEO on every filing since 2020; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
David W. Wilson
Chairperson & CEO
On filings since 2020
No compensation reported
Holly Fromm Wilson
President
On filings since 2020
No compensation reported
Alexandra Wilson
Vice President
On filings since 2020
No compensation reported
Shelly Jackley
CFO
On filings since 2020
No compensation reported
Vikki Murphy
Secretary
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Holly & David Wilson Family
How much does The Holly & David Wilson Family give each year?
The Holly & David Wilson Family gave $388K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $343K across 4 grants.
How large is The Holly & David Wilson Family?
The Holly & David Wilson Family reported $11.9M in total assets on its 2025 IRS Form 990-PF. It paid out $389K in qualifying distributions that year, against a required minimum of $331K (roughly 5% of its investment assets).
Where does The Holly & David Wilson Family operate?
The Holly & David Wilson Family has awarded grants in Arizona, California, Delaware, Georgia, Iowa, Illinois, Minnesota, New York, Virginia.
What is The Holly & David Wilson Family's EIN?
The Holly & David Wilson Family's EIN (Employer Identification Number) is 81-2941600. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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