Wilcox Family Fdn

Foundation · Grantmaker Pennington, NJ EIN: 80-0342340

Wilcox Family Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 11 grants totaling $381K. Net investment income was $283K.

Key facts about Wilcox Family Fdn

In short: Wilcox Family Fdn gave $381K across 11 grants in 2025 (avg $35K), mostly in California. 18% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
80-0342340
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$381,000
Grants made (2025)
11
Average grant
$34,636
Median grant
$25,000
New grantees (estimate)
18% first-time grantees (2 of 11, 2025)
Total assets
$3,237,509
Primary geography
California (84% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$3.2M

-3.4% YoY

Annual Giving

$381K

-59.3% YoY

Grant Count

11

+22.2% YoY

Avg Grant Size

$35K

-66.7% YoY

Under IRS private-foundation payout rules, Wilcox Family Fdn reported a distributable amount of $214K for 2025 — the minimum it must pay out in qualifying distributions.

Is Wilcox Family Fdn open to new grantees?

18%

first-time grantees, 2025

In 2025, 2 of 11 grantees (18%) were first-time recipients. First grants averaged $28K; repeat grants $36K. How we count

Medians: $28K first-time, $25K repeat.

  • 64% of 2025 grantees were also funded in 2024. Method
  • Giving grew 31% from 2022 to 2025. Method
  • In 2025 it paid out 187% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of all 11 itemized 2025 grant dollars.

Cities

OaklandEastonFremontPine RidgeLos AngelesPittsburgPittsburghBerkeleyPleasant HillSan FranciscoBaltimoreChicagoConcordSan DiegoAmericusPleasantvilleWalnut Creek

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M12 grants20199 grants20209 grants202113 grants202211 grants20239 grants202411 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Cristo Rey De La Salle High School: $140KCristo Rey De La Salle HighSchool$140KRising Sun Center for Opportunity: $50KRising Sun Center forOpportunity$50KRed Cloud Indian School: $40KRed Cloud Indian School$40KSt Elizabeth's Elementary School: $35KSt Elizabeth's ElementarySchool$35KSt Vincent De Paul Contra Costa County: $26KSt Vincent De Paul ContraCosta County$26KCatholic Charities of the East Bay: $25KCatholic Charities of the EastBay$25KCristo Rey San Diego High School: $20KCristo Rey San Diego HighSchool$20KDominican Sisters of Mission San Jose: $20KDominican Sisters of MissionSan Jose$20KStonehill College: $10KStonehill College$10KCarnegie Mellon University: $10KCarnegie Mellon University$10K

Grant Size Distribution

53 grants across all recorded years

47<$50K3$50–100K1$100–250K1$250–500K1$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
CRISTO REY DE LA SALLE HIGH SCHOOL Oakland, CAUNRESTRICTED GENERAL$140,000
RISING SUN CENTER FOR OPPORTUNITY Berkeley, CAUNRESTRICTED GENERAL$50,000
RED CLOUD INDIAN SCHOOL Pine Ridge, SDUNRESTRICTED GENERAL$40,000
ST ELIZABETH'S ELEMENTARY SCHOOL Oakland, CAUNRESTRICTED GENERAL$35,000
ST VINCENT DE PAUL CONTRA COSTA COUNTY Pittsburg, CAUNRESTRICTED GENERAL$26,000
CATHOLIC CHARITIES OF THE EAST BAY Oakland, CAUNRESTRICTED GENERAL$25,000
CRISTO REY SAN DIEGO HIGH SCHOOL San Diego, CAUNRESTRICTED GENERAL$20,000
DOMINICAN SISTERS OF MISSION SAN JOSE Fremont, CAUNRESTRICTED GENERAL$20,000
STONEHILL COLLEGE Easton, MAUNRESTRICTED GENERAL$10,000
CARNEGIE MELLON UNIVERSITY Pittsburgh, PAUNRESTRICTED GENERAL$10,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2019202020212022202320242025
Metric202520242023
Total Assets$3,237,509$3,352,601$3,891,065
Revenue$315,485$458,714$343,494
Expenses$434,908$994,314$321,111
Qualifying Distributions$399,488$957,784$294,075
Net Investment Income$282,693$423,924$303,160
Distributable Amount$213,624$228,390$216,813

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 26, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Wilcox Family Fdn is led by Steven Wilcox, President on every filing since 2019; none of the 5 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Steven Wilcox

    President

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Joseph Wilcox

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Thomas Wilcox

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Daniel Wilcox

    Treasurer

    On filings since 2019

    2 hrs/week

    No compensation reported

  • Margaret Wilcox

    Secretary

    On filings since 2019

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 Wilcox Family Fdn

How much does Wilcox Family Fdn give each year?

Wilcox Family Fdn gave $381K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $936K across 9 grants.

What is Wilcox Family Fdn's typical grant size?

Wilcox Family Fdn's median grant in 2025 was $25,000, and its average grant was $34,636, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Wilcox Family Fdn that year got $28K on average.

Where does Wilcox Family Fdn give grants?

Wilcox Family Fdn gives mostly in California: 84% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was South Dakota (10%). The most frequent recipient cities were Oakland, CA (3 grants).

Does Wilcox Family Fdn give general operating support?

Yes: 100% of Wilcox Family Fdn's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Wilcox Family Fdn's largest grantees?

Wilcox Family Fdn's largest 2025 grantees include Cristo Rey De La Salle High School ($140,000), Rising Sun Center for Opportunity ($50,000) and Red Cloud Indian School ($40,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.

How large is Wilcox Family Fdn?

Wilcox Family Fdn reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $399K in qualifying distributions that year, against a required minimum of $214K (roughly 5% of its investment assets).

What is Wilcox Family Fdn?

Wilcox Family Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $3.2M in total assets as of 2025.

What is Wilcox Family Fdn's EIN?

Wilcox Family Fdn's EIN (Employer Identification Number) is 80-0342340. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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