The Holly & David Wilson Family
The Holly & David Wilson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 4 grants totaling $343K. Net investment income was $433K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.9M
+1.0% YoY
Annual Giving
$343K
+661.3% YoY
Grant Count
4
+100.0% YoY
Avg Grant Size
$86K
+280.7% YoY
Under IRS private-foundation payout rules, The Holly & David Wilson Family reported a distributable amount of $331K for 2024 — the minimum it must pay out in qualifying distributions.
About The Holly & David Wilson Family
Based on IRS filings
The Holly & David Wilson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.9M in total assets. In 2024, it awarded 4 grants totaling $343K. Net investment income was $433K.
Focus Areas
Ready to take the next step with The Holly & David Wilson Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,895,993 | $6,824,578 | $819,498 |
| Revenue | $434,351 | $6,052,880 | $20,418 |
| Expenses | $362,936 | $47,800 | $54,600 |
| Qualifying Distributions | $344,383 | $45,280 | $51,280 |
| Net Investment Income | $432,573 | $51,050 | $20,138 |
| Distributable Amount | $330,533 | $51,762 | $40,955 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
22 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Uni Foundation ($331,605), Alzheimer's Association ($5,000), Lemons to Lemonade Foundation Inc ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMER'S ASSOCIATION CHICAGO, IL | GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $5,000 |
| LUSTGARTEN FOUNDATION WOODBURY, NY | GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $1,000 |
| UNI FOUNDATION CEDAR FALLS, IA | GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $331,605 |
| LEMONS TO LEMONADE FOUNDATION INC SAN JUAN CAPISTRANO, CA | GRANT IS MADE WITHOUT RESTRICTION ON USAGE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID W WILSON | CHAIRPERSON/CEO | — | — |
| HOLLY FROMM WILSON | PRESIDENT | — | — |
| ALEXANDRA WILSON | VICE PRESIDENT | — | — |
| SHELLY JACKLEY | CFO | — | — |
| VIKKI MURPHY | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Holly & David Wilson Family?
The Holly & David Wilson Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. It holds $6.9M in total assets as of 2024.
How large is The Holly & David Wilson Family?
As of 2024, The Holly & David Wilson Family holds $6.9M in total assets with $434K in annual revenue. It awarded 4 grants totaling $343K in 2024.
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 size grants does The Holly & David Wilson Family award?
In 2024, The Holly & David Wilson Family awarded 4 grants totaling $343K — an average of about $86K per grant, based on its IRS Form 990 filings.
How much is The Holly & David Wilson Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Holly & David Wilson Family reported a distributable amount of $331K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Holly & David Wilson Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Morgan Stanley Global Impact Funding Trust Inc
INDIANAPOLIS, IN
Assets
$9.1B
Grants
19,253
Total Given
$1.2B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Orange County Community Foundation
IRVINE, CA
Assets
$688.2M
Grants
894
Total Given
$80.3M
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
The Pfizer Foundation Inc
NEW YORK, NY
Assets
$255.3M
Grants
9,306
Total Given
$23.2M
T Rowe Price Program for Charitable
BALTIMORE, MD
Assets
$648.3M
Grants
2,900
Total Given
$132.5M
Jaffe Family Foundation - Agy
LAGUNA BEACH, CA
Assets
—
Grants
1
Total Given
$8.7M
Gs Donor Advised Philanthropy Fund
NEW YORK, NY
Assets
$12.7B
Grants
7,424
Total Given
$3.0B
American Heart Association Inc
DALLAS, TX
Assets
$1.9B
Grants
794
Total Given
$227.6M
Marin Community Foundation
NOVATO, CA
Assets
$1.1B
Grants
1,383
Total Given
$176.2M
Baird Foundation Inc
MILWAUKEE, WI
Assets
—
Grants
3,751
Total Given
$6.6M
Network for Good
WASHINGTON, DC
Assets
$96.2M
Grants
4,733
Total Given
$216.2M
More Funders in California
Data last updated April 2026. Sourced from IRS Form 990-PF filings.