The Holly & David Wilson Family

Private foundation · Grantmaker Orange, CA EIN: 81-2941600

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

9states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

Cedar FallsTustinChicagoOrangeAlexandriaAnaheimAtlantaChaskaGarden GroveIrvineLaguna BeachLewesMission ViejoPasadenaPhoenixSan DiegoSan Juan CapistranoWoodbury

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K4 grants2020 7 grants2021 5 grants2022 2 grants2023 4 grants2024 2 grants2025

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

UNI Foundation: $380KUNI Foundation$380KOrange County Food Bank: $8KOrange County Food Bank$8K

The largest 2025 recipient was UNI Foundation ($380K). Together the top 2 received $388K.

Grant Size Distribution

20 grants across all recorded years

18<$50K$50–100K$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 18 grants of 20 (90%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNI Foundation Cedar Falls, IAGrant Is Made Without Restriction on Usage$380,265
Orange County Food Bank Garden Grove, CAGrant Is Made Without Restriction on Usage$8,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. 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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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Holly & David Wilson Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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