TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022

Name of foundation
Albert O Wilson Foundation Inc

% Foundation Source

Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377

A Employer identification number

04-6039669

B Telephone number (see instructions)

(800) 839-1754

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,462,986J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,000
2	Check .............
3	Interest on savings and temporary cash investments	81		81
4	Dividends and interest from securities...	95,234		95,234
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		111,234
b	Gross sales price for all assets on line 6a 777,815
7	Capital gain net income (from Part IV, line 2)...			111,543
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	207,549		206,858
13	Compensation of officers, directors, trustees, etc.	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		38,845	38,845
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		947	47
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		29,905	584	29,321
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	69,697		39,476	29,321
25	Contributions, gifts, grants paid.......	166,500			166,500
26	Total expenses and disbursements. Add lines 24 and 25	236,197		39,476	195,821
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-28,648
b	Net investment income (if negative, enter -0-)			167,382
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	132,417	207,292	207,292
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,211,208	3,258,738	5,063,106
	c	Investments—corporate bonds (attach schedule).......	348,066	197,013	192,588
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,691,691	3,663,043	5,462,986
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	3,691,691	3,663,043
	29	Total net assets or fund balances (see instructions).....	3,691,691	3,663,043
	30	Total liabilities and net assets/fund balances (see instructions).	3,691,691	3,663,043

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

3,691,691

Enter amount from Part I, line 27a .....................

-28,648

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,663,043

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,663,043

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	Publicly-traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	777,815	666,272	111,543
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			111,543
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	111,543
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	2,327
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	2,327
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	932
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,500
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	2,432
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	105
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax105	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Foundation Source Telephone no. bullet

(800) 839-1754

Located at bullet

501 Silverside Road Suite 123WilmingtonDE ZIP+4 bullet

198091377

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Alexandra M Dohan	Trustee 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0	0	0
Sarah B Dohan	Trustee 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0	0	0
Robert S Hurlbut	Trustee 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0	0	0
Hannah N McClennan	Trustee, VP 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee, VP 1.0	0	0	0
William P Rice	Pres, Trustee 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Pres, Trustee 1.0	0	0	0
William P Rice Jr	Trustee, Treas 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee, Treas 1.0	0	0	0
Raymond T Wilson	Trustee 1.0	0	0	0
Foundation Source 501 Silverside Rd Wilmington,DE198091377	Trustee 1.0	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

5,444,232

Average of monthly cash balances.......................

233,736

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

5,677,968

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,677,968

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

85,170

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

5,592,798

Minimum investment return. Enter 5% (0.05) of line 5................

279,640

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

279,640

Tax on investment income for 2021 from Part V, line 5.......

2,327

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,327

Distributable amount before adjustments. Subtract line 2c from line 1............

277,313

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

277,313

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

277,313

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				277,313
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			39,935
b Total for prior years:2019, 2018, 2017
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........
4Qualifying distributions for 2021 from Part
XI, line 4: $ 195,821
a Applied to 2020, but not more than line 2a			39,935
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2021 distributable amount.....				155,886
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........				121,427
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....	0

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

NONE

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

William Rice
Two International Place STE 2110
Boston,MA02110
(617) 338-3800

bThe form in which applications should be submitted and information and materials they should include:

SEE THE FOUNDATION WEBSITE AT WWW.AOWILSONFOUNDATION.ORG

cAny submission deadlines:

JANUARY 31ST

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

SEE THE FOUNDATION WEBSITE AT WWW.AOWILSONFOUNDATION.ORG

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AGASSIZ BALDWIN COMMUNITY A CAMBRIDGE CORPORATION 20 SACRAMENTO ST CAMBRIDGE,MA02138	N/A	PC	scholarship fund for Outback summer programs	8,500
BOSTON SYMPHONY ORCHESTRA INC 301 MASS AVE BOSTON,MA02115	N/A	PC	Charitable Event	2,500
BOSTON YOUTH SYMPHONY ORCHESTRA INC 855 COMMONWEALTH AVE BOSTON,MA02215	N/A	PC	in support for Intensive Community Program	5,000
BREAKTHROUGH GREATER BOSTON INC PO BOX 381486 CAMBRIDGE,MA02238	N/A	PC	General & Unrestricted	2,500
CAMBRIDGE CAMPING ASSOCIATION INC 99 BISHOP ALLEN DR CAMBRIDGE,MA02139	N/A	PC	summer camp scholarship Fund	8,500
CAMBRIDGE COMMUNITY CENTER INC 5 CALLENDER ST CAMBRIDGE,MA02139	N/A	PC	in support of out-of-school time programs	6,000
CAMBRIDGE FAMILY YMCA 820 MASSACHUSETTS AVE CAMBRIDGE,MA02139	N/A	PC	in support of after-school program	2,500
CAMBRIDGE SCHOOL VOLUNTEERS INC 459 BROADWAY CAMBRIDGE,MA02138	N/A	PC	General & Unrestricted	10,000
CITY MISSION INC 185 COLUMBIA RD DORCHESTER,MA02121	N/A	PC	General & Unrestricted	2,000
CITYSPROUTS INC 1035 CAMBRIDGE ST CAMBRIDGE,MA02141	N/A	PC	General & Unrestricted	8,000
COMMUNITY ART CENTER INC 119 WINDSOR ST CAMBRIDGE,MA02139	N/A	PC	General & Unrestricted	10,000
CROSSROADS FOR KIDS INC 119 MYRTLE ST DUXBURY,MA02332	N/A	PC	General & Unrestricted	12,000
FIRST LITERACY INC 160 BOYLSTON ST BOSTON,MA02116	N/A	PC	General & Unrestricted	4,000
HORIZONS FOR HOMELESS CHILDREN INC 1785 COLUMBUS AVE ROXBURY,MA02119	N/A	PC	General & Unrestricted	2,000
INNOVATORS FOR PURPOSE 825 MAIN ST ACTON,MA01720	N/A	PC	General & Unrestricted	5,000
ON THE RISE INC 341 BROADWAY CAMBRIDGE,MA02139	N/A	PC	General & Unrestricted	7,500
PHILLIPS BROOK HOUSE ASSOCIATION INCORPORATED ONE HARVARD YARD CAMBRIDGE,MA02138	N/A	PC	General & Unrestricted	6,000
RIVERSIDE COMMUNITY CARE INC 270 BRIDGE ST STE 301 DEDHAM,MA02026	N/A	PC	General & Unrestricted	7,500
SALVATION ARMY - CAMBRIDGE-SOMERVILLE CORPS 402 MASSACHUSETTS AVE CAMBRIDGE,MA02139	N/A	PC	General & Unrestricted	7,500
SUMMER SEARCH BOSTON 3840 WASHINGTON ST STE 2 JAMAICA PLAIN,MA02130	N/A	PC	General & Unrestricted	4,500
THE WANG CENTER FOR THE PERFORMING ARTS INC 270 TREMONT ST BOSTON,MA02116	N/A	PC	General & Unrestricted	5,000
USS CONSTITUTION MUSEUM INC PO BOX 291812 CHARLESTOWN,MA02129	N/A	PC	General & Unrestricted	30,000
WOMENS LUNCH PLACE INC PO BOX 170900 BOSTON,MA02117	N/A	PC	General & Unrestricted	5,000
WORCESTER COUNTY HORTICULTURAL SOCIETY PO BOX 598 BOYLSTON,MA01505	N/A	PC	General & Unrestricted	5,000
Total ................................. 3a				166,500

bApproved for future payment

Total ................................. 3b

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	81
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	111,234
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				206,549

13Total. Add line 12, columns (b), (d), and (e)..................

206,549

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 CompensationExplanation

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Person Name	Explanation
William P Rice	WILLIAM P. RICE, PRESIDENT/TRUSTEE OF THE ALBERT O. WILSON FOUNDATION, INC. (THE "FOUNDATION")IS THE PRESIDENT AND FOUNDER OF ANCHOR CAPITAL ADVISORS LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING MARCH 31, 2022 THE FOUNDATION PAID $38,845 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

Person Name

Explanation

William P Rice

WILLIAM P. RICE, PRESIDENT/TRUSTEE OF THE ALBERT O. WILSON FOUNDATION, INC. (THE "FOUNDATION")IS THE PRESIDENT AND FOUNDER OF ANCHOR CAPITAL ADVISORS LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING MARCH 31, 2022 THE FOUNDATION PAID $38,845 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS.

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2021 DepreciationSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Name of Bond	End of Year Book Value	End of Year Fair Market Value
GENERAL MLS INC NOTE - 3.200%	50,277	49,655
HERSHEY CO - 3.375% - 5/15/202	20,314	20,188
MCDONALDS CORP MED TERM NT BE	50,340	47,561
PFIZER INC NT - 3.400% - 05/15	35,742	35,694
TRUIST FINL CORP -G BOND PERP	25,213	24,063
WELLS FARGO CO - 4.100% - 06/0	15,127	15,427

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO	27,277	19,354
AAR CORP	13,956	26,588
ABBOTT LABS	19,314	58,351
ALCON INC	36,358	48,391
AMERICAN EXPRESS CO	35,665	66,385
ANALOG DEVICES INC	59,586	148,661
APPLE INC	49,542	272,391
AT&T INC GLOBAL 66 5.35000% 11	37,500	37,890
BANK OF HAWAII CORP	16,931	18,043
BARNES GROUP INC	18,166	12,459
BERKLEY W R CP	25,953	58,932
BERKSHIRE HATHAWAY INC. CLASS	64,573	134,105
BOEING CO	32,480	47,875
BOOZ ALLEN HAMILTON HOLDING CO	58,718	105,408
BOSTON SCIENTIFIC	37,178	63,556
BWX TECHNOLOGIES INC	21,714	25,314
CANADIAN PACIFIC RAILWAY LTD	38,236	52,330
CAVCO INDS INC DEL	12,227	22,881
CHUBB LIMITED	67,327	115,506
CITI TRENDS INC	27,159	21,992
CITIGROUP INC	65,141	47,793
COLGATE-PALMOLIVE COMPANY	41,407	51,185
COLUMBIA BANKING SYSTEM, INC	21,236	16,942
COMCAST CORP	38,150	46,352
COMMUNITY BK SYS INC	23,625	29,182
CORTEVA INC	33,539	60,699
DOLLAR GENERAL CORP	17,890	55,658
DOUGLAS DYNAMICS INC	11,646	12,452
DU PONT DE NEMOURS	11,459	8,977
EASTERLY GVMT PPTYS INC	19,044	18,180
EASTERN BANKSHARES INC	22,146	27,894
EATON CORP PLC	61,145	118,373
EXP WORLD HOLD INC	3,239	8,256
FIRST AMERICAN CORP	35,638	50,560
FIRST OF LONG ISLAND CORP	28,441	22,671
FISERV INC	35,795	34,476
GIBRALTAR INDS INC	12,858	16,321
GRAFTECH INTERNATIONAL LTD	26,867	23,713
GSK PLC	57,940	60,984
HARROW HEALTH INC	28,825	24,416
HELEN OF TROY LIMITED	5,133	10,771
HILLMAN SOLUTIONS ORD SHS	20,207	20,137
HINGHAM INSTITUTION FOR SAVING	8,855	18,876
HUNTSMAN CORP	33,484	67,518
ICF INTERNATIONAL, INC	21,289	26,830
IDACORP INC HLDG CO	27,089	31,147
INSPERITY INC	18,195	22,595
INT'L FLAVORS & FRAGRANCES INC	12,559	12,608
INTERNATIONAL MONEY EXPRESS IN	13,565	25,144
JOHNSON & JOHNSON	68,474	124,060
JP MORGAN CHASE	67,384	88,608
JP MORGAN CHASE & CO 5.75 DD P	25,000	25,690
KAMAN CORPORATION	18,418	16,001
LAMAR ADVERTISING CO CL A REIT	33,512	58,090
M&T BANK CORP	97,714	123,735
MAGNOLIA OIL + GAS CORPORATION	26,808	29,090
MARATHON PETROLEUM CORP	29,701	45,743
MARRIOTT INTERNATIONAL INC. CL	16,327	21,969
MASTECH DIGITAL, INC.	20,876	24,962
MCKESSON CORP	45,736	64,287
MEDTRONIC PLC	67,489	88,760
MICROSOFT CORP	53,290	349,931
MONDELEZ INTERNATIONAL INC	35,324	56,502
MSA SAFETY INCORPORATED	16,069	26,540
MVB FINANCIAL CORP	27,500	29,050
NATIONAL STORAGE AFFILIATES TR	11,269	26,987
NELNET INC	24,850	24,987
NICOLET BANKSHARES INC	26,464	34,621
NUVASIVE, INC	51,453	53,015
NV5 GLOBAL INC	16,245	35,991
OPEN LENDING CORP	25,827	23,543
PAYPAL HOLDINGS, INC	53,067	136,466
PDC ENERGY INC	25,090	32,343
PEPSICO INC	54,727	79,506
PERFICIENT INC	4,667	28,073
PFIZER INC	26,850	43,487
PJT PARTNERS INC	27,798	23,986
PROCTER GAMBLE CO	76,516	158,911
PS BUSINESS PARKS, INC	8,505	11,766
PUBLIC STORAGE PFD G 5.05% 12/	10,000	10,028
RAYTHEON TECHNOLOGIES CORP	39,995	56,470
ROSS STORES, INC	35,939	36,184
SAFETY INSURANCE GROUP INC	30,980	31,798
SEMLER SCIENTIFIC INC	26,057	16,850
SHELL ADR EACH REPRESENTING 2	38,240	34,881
SIGNATURE BANK	8,920	18,196
SIMPSON MANUFACTURING CO INC	13,035	20,718
SP PLUS CORPORATION	29,065	28,694
SPECTRUM BRANDS HOLDINGS INC	27,368	24,842
SS&C TECHNOLOGIES INC	30,759	43,887
STAG INDUSTRIAL INC	14,392	21,916
STORE CAPITAL CORPORATION	29,335	35,076
SUN COMMUNITIES INC	9,153	18,230
SYNTHETIC FIXED INCOME SECURIT	25,000	21,660
TE CONNECTIVITY LTD	49,611	79,243
TRANSCAT INC	12,045	38,947
TUFIN SOFTWARE TECHNOLOGIES	10,531	11,743
UFP TECHNOLOGIES INC	22,909	46,650
UNILEVER N V N Y	61,640	59,241
UNITED BANKSHARES, INC	17,506	15,696
UNITIL CP	28,223	24,192
VIATRIS ORD SHS	1,471	1,132
VORNADO RLTY TR PFD SER L - 5.	25,008	23,520
WALT DISNEY HOLDINGS CO	41,357	30,861
WATSCO INC	6,704	13,100
WINMARK CORP	16,684	22,000
XPO LOGISTICS INC	42,525	37,492
ZIMMER BIOMET HOLDINGS	14,721	25,580
ZIMVIE ORD SHS	348	457

- TIN:

TY 2021 OtherExpensesSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Administrative Fees	27,422		27,422
Bank Charges	68	68
Foundation Dues & Memberships	780		780
Office Supplies	516	516
Postage/Delivery Service	23		23
State or Local Filing Fees	54		54
Website Hosting/Support	1,042		1,042

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Investment Management Services	38,845	38,845

- TIN:

TY 2021 TaxesSchedule

Name:

Albert O Wilson Foundation Inc

EIN:

04-6039669

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
990-PF Estimated Tax for 2022	900
Foreign Tax Paid	47	47