Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
WILSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2100 OLD HIGHWAY 8 NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAINT PAUL, MN55112
A Employer identification number

86-3212786
B Telephone number (see instructions)

(651) 467-5020
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$178,795,288J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 50,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,416,045 2,496,617  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,320,057
b Gross sales price for all assets on line 6a 72,911,012
7 Capital gain net income (from Part IV, line 2)... 68,309,701
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)....... Click to see attachment
List of Attached Documents:
// Content
10,788,842 0  
12 Total. Add lines 1 through 11........ 81,574,944 70,806,318  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,213 0   52,213
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,629 0   0
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,890 0   1,890
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,133 9,567   9,566
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
113,972 28,866   85,106
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,609,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,125 0   2,125
21 Travel, conferences, and meetings....... 1,133 0   1,133
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,459 0   11,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,821,554 38,433   163,492
25 Contributions, gifts, grants paid....... 2,050,000 2,050,000
26 Total expenses and disbursements. Add lines 24 and 25 5,871,554 38,433   2,213,492
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 75,703,390
b Net investment income (if negative, enter -0-) 70,767,885
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 39,483 150,662 150,662
2 Savings and temporary cash investments......... 230,802 492,820 492,820
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   12,959 12,959
10a Investments—U.S. and state government obligations (attach schedule) 1,020,818 Click to see attachment
List of Attached Documents:
// Content
47,829,116 		47,829,116
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
6,832,039 		6,832,039
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
19,472,779 		19,472,779
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,795,712 Click to see attachment
List of Attached Documents:
// Content
11,498,990 		104,004,913
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,086,815 86,289,365 178,795,288
Liabilities 17 Accounts payable and accrued expenses..........   5,337
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 5,337
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,086,815 86,284,028
29 Total net assets or fund balances (see instructions)..... 9,086,815 86,284,028
30 Total liabilities and net assets/fund balances (see instructions). 9,086,815 86,289,365
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
9,086,815
2
Enter amount from Part I, line 27a .....................
2
75,703,390
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,493,823
4
Add lines 1, 2, and 3 ..........................
4
86,284,028
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
86,284,028
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b WILSON WOLF MANUFACTURING, LLC D    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,311,012   3,345,669 -34,657
b 69,600,000   1,255,642 68,344,358
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       -34,657
b       68,344,358
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 68,309,701
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 ................... 		Bracket 3  
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 983,674
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 0
3 Add lines 1 and 2........................... 3 983,674
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 983,674
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 985,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,025,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 22,927
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,399
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow18,399 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet 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? ................
6
Yes
 
7
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..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
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 .
8b
Yes
 
9
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
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 .............
11
 
No
12
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWILSONFOUNDATIONMN.ORG
14
The books are in care ofright arrowTHE ORGANIZATION Telephone no.right arrow (651) 467-5020

Located atright arrow2100 OLD HIGHWAY 8 NWSAINT PAULMN ZIP+4right arrow55112
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
No
1a
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)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)
 
No
(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)
 
No
b
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 ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
2
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)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
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.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(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)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(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)
 
No
b
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 ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
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? .........................
8
 
No
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
JOHN WILSON PRESIDENT
0.50 		0 0 0
2100 OLD HIGHWAY 8 NW
ST PAUL,MN55112
TERRY O'REILLY TREASURER/SECRETARY
1.00 		0 0 0
2100 OLD HIGHWAY 8 NW
ST PAUL,MN55112
BRENDA FURLOW SECRETARY
5.00 		0 0 0
2100 OLD HIGHWAY 8 NW
ST PAUL,MN55112
DAN FICK DIRECTOR
0.50 		0 0 0
2100 OLD HIGHWAY 8 NW
ST PAUL,MN55112
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
JEAN SAZEVICH EXECUTIVE DIRECTOR
40.00 		52,213 7,625 0
2100 OLD HIGHWAY 8 NW
ST PAUL,MN55112
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
JEAN SAZEVICH STRATEGY, CONSULTING, GRANTMAKING ADVISING AND IMPLEMENTATION 70,625
4808 DOWLING STREET
MINNEAPOLIS,MN55406
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
59,754,600
b
Average of monthly cash balances.......................
1b
304,854
c
Fair market value of all other assets (see instructions)................
1c
83,508,139
d
Total (add lines 1a, b, and c).........................
1d
143,567,593
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
143,567,593
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,153,514
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
141,414,079
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,070,704
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.)
1
Minimum investment return from Part IX, line 6..................
1
7,070,704
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
983,674
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,121,865
c
Add lines 2a and 2b............................
2c
3,105,539
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,965,165
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,965,165
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,965,165
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
2,213,492
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,213,492
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,965,165
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 3,153
e From 2022...... 718,765
f Total of lines 3a through e ........ 721,918
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,213,492
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 2,213,492
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 721,918 721,918
(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 .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,029,755
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
JOHN WILSON
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.
JOHN WILSON
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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)
aPaid during the year

BEACON INTERFAITH HOUSING COLLABORATIVE

2610 UNIVERSITY AVE W STE 100
SAINT PAUL,MN55104 		  PC POVERTY/HOUSING GRANT TO BEACON INTERFAITH HOUSING 250,000

CENTER FOR ENERGY AND ENVIRONMENT

212 3RD AVE N 560
MINNEAPOLIS,MN55101 		  PC CLIMATE/POLICY GRANT TO CENTER FOR ENERGY AND ENVIRONMENT 250,000

FRESH ENERGY

408 SAINT PETER STREET STE 350
SAINT PAUL,MN55102 		  PC CLIMATE/POLICY GRANT TO FRESH ENERGY 250,000

GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT INC

2801 21ST AVE S
MINNEAPOLIS,MN55407 		  PC CLIMATE/POLICY GRANT TO GREAT PLAINS INSTITUTE 250,000

HIRED

217 5TH AVE N 3RD FLOOR
MINNEAPOLIS,MN55401 		  PC POVERTY/WORKFORCE GRANT TO HIRED 200,000

MINNESOTA HOMEOWNERSHIP CENTER

1000 PAYNE AVE STE 200
SAINT PAUL,MN55130 		  PC POVERTY/HOUSING GRANT TO MN HOMEOWNERSHIP CENTER 150,000

NATIONAL PHILANTHROPIC TRUST JP MORGAN CHARITABLE GIFT FUND - WILSON DAF

165 TOWNSHIP LINE ROAD STE 1200
JENKINTOWN,PA19046 		  PC DISCRETIONARY BOARD MEMBER GIFTS FROM DAF PER ADOPTED POLICY. 10,000

NATIONAL PHILANTHROPIC TRUST JP MORGAN CHARITABLE GIFT FUND - WILSON DAF

165 TOWNSHIP LINE ROAD STE 1200
JENKINTOWN,PA19046 		  PC DISCRETIONARY BOARD MEMBER GIFTS FROM DAF PER ADOPTED POLICY. 40,000

PROJECT FOR PRIDE IN LIVING INC

1035 EAST FRANKLIN AVE
MINNEAPOLIS,MN55404 		  PC POVERTY/HOUSING AND WORKFORCE GRANT 250,000

SUMMIT ACADEMY OIC

935 OLSON MEMORIAL HIGHWAY
MINNEAPOLIS,MN55405 		  PC JOINT/WORKFORCE GRANT TO SUMMIT ACADEMY 150,000

YOUTHPRISE

3001 BROADWAY STREET NE STE 330
MINNEAPOLIS,MN55413 		  PC POVERTY/POLICY GRANT TO YOUTHPRISE 250,000
Total .................................right arrow 3a 2,050,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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
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 ........... 		         
4 Dividends and interest from securities ....     14 2,416,045  
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 68,320,057  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aWILSON WOLF MANUFACTURING INCOME 		525990 10,788,842      
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 10,788,842 70,736,102 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
81,524,944
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
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
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
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
2a
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? ...........
b
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
WILSON FOUNDATION
 
Employer identification number

86-3212786
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
WILSON FOUNDATION
  		Employer identification number
86-3212786
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
ROBERT AND ELLEN WOJCIECHOWSKI
2188 CIRCLE DRIVE
 
NEWPORT, MN55055

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
WILSON FOUNDATION
  		Employer identification number

86-3212786
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
WILSON FOUNDATION
  		Employer identification number

86-3212786
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 19,133 9,567   9,566

TY 2023 InvestmentsCorpBondsSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLEGION PLC 103,468 103,468
ALTRIA GROUP INC 103,988 103,988
AMERICAN TOWER CORP 105,377 105,377
AT&T INC 88,822 88,822
AT&T INC 16,613 16,613
BAT INTERNATIONAL FINANCE 104,690 104,690
BERRY GLOBAL INC 49,518 49,518
BERRY GLOBAL INC 55,740 55,740
BLOCK FINL LLC 104,256 104,256
BROADCOM CORP/BROADCOM 102,470 102,470
CARLISLE COS INC 85,277 85,277
CARLISLE COS INC 20,367 20,367
CDW LLC/CDW FIN CORP 102,472 102,472
CHOICE HOTELS INTL INC 85,072 85,072
CONAGRA BRANDS INC 105,823 105,823
DISCOVERY COMMUNICATIONS 103,270 103,270
DOLLAR TREE INC 102,687 102,687
EAGLE MATERIALS INC 106,836 106,836
EXPEDIA GROUP INC 104,505 104,505
FISERV INC 104,432 104,432
FLEX LTD 102,221 102,221
GENUINE PARTS CO 105,130 105,130
GLOBAL PMTS INC 105,550 105,550
HCA INC 104,383 104,383
HP INC 107,276 107,276
KRAFT HEINZ FOODS CO 71,600 71,600
MARRIOTT INTL INC NEW 87,397 87,397
MOLSON COORS BREWING CO 104,394 104,394
MOTOROLA SOLUTIONS INC 106,165 106,165
OLIN CORP 102,346 102,346
ORACLE CORP 102,962 102,962
QORVO INC 103,414 103,414
STEEL DYNAMICS INC 103,227 103,227
TELEDYNE TECHNOLOGIES IN 105,277 105,277
TRIMBLE INC 86,410 86,410
TRIMBLE INC 20,334 20,334
UNITED STATES TREASURY 421,946 421,946
VERIZON COMMUNICATIONS 88,044 88,044
WESTINGHOUSE AIR BRAKE C 103,830 103,830
WILLIS NORTH AMERICAN INC 101,865 101,865
ZIMMER BIOMET HLDGS INC 101,371 101,371
JPMORGAN TR I 4,984,916 4,984,916
VANGUARD INTERMEDIATE 5,263,693 5,263,693
VANGUARD SHORT TERM 5,133,345 5,133,345

TY 2023 InvestmentsCorpStockSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD FTSE EMERGING 506,352 506,352
ALLY FINANCIAL INC 28,111 28,111
ALPHABET INC 39,532 39,532
ALTRIA GROUP INC 20,614 20,614
AMAZON.COM INC 15,042 15,042
AMERICAN EXPRESS COMPANY 28,288 28,288
AMERICAN INTERNATIONAL 28,929 28,929
BANK NEW YORK MELLON COR 22,225 22,225
BANK OF AMERICA CORP 26,128 26,128
BAXTER INTERNATIONAL INC 12,217 12,217
BLACKROCK INC 13,801 13,801
BORG WARNER AUTOMOTIVE 14,627 14,627
CAPITAL ONE FINANCIAL 34,878 34,878
CBRE GROUP INC 27,834 27,834
CELANESE CORPORATION 15,537 15,537
CENTENE CORP DEL 18,478 18,478
CHARLES SCHWAB CORP NEW 27,795 27,795
CHARTER COMMUNICATIONS 22,543 22,543
CISCO SYSTEMS INC 10,963 10,963
CITIGROUP INC 22,274 22,274
COMCAST CORP 26,836 26,836
CORTEVA INC 15,909 15,909
CVS HEALTH CORPORATION 13,502 13,502
DANAHER CORPORATION 10,410 10,410
EBAY INC 11,865 11,865
EQUIFAX INC 13,106 13,106
FIRST CITIZENS 17,028 17,028
FISERV INC 28,029 28,029
FORTUNE BRANDS 17,817 17,817
GENERAL MOTORS COMPANY 26,150 26,150
GLOBAL PAYMENTS INC 16,637 16,637
GOLDMAN SACHS GROUP INC 18,903 18,903
HCA HEALTHCARE INC 11,369 11,369
HILTON WORLDWIDE 10,925 10,925
INTERCONTINENTAL EXCHANGE 34,162 34,162
IQVIA HOLDINGS INC 29,617 29,617
KKR & CO INC 31,483 31,483
KROGER CO (THE) 24,683 24,683
LIBERTY BROADBAND 10,718 10,718
MAGNA INTERNATIONAL INC 17,783 17,783
MASCO CORP 21,568 21,568
META PLATFORMS INC 14,158 14,158
MOODYS CORP 11,717 11,717
ORACLE CORPORATION 12,546 12,546
PHINIA INC 2,363 2,363
REINSURANCE GROUP OF 9,060 9,060
SALESFORCE INC 21,841 21,841
STATE STREET CORP 22,773 22,773
TE CONNECTIVITY LTD 10,959 10,959
TRUIST FINANCIAL 18,349 18,349
WALT DISNEY CO 8,487 8,487
WARNER BROS DISCOVERY IN 17,514 17,514
WELLS FARGO & CO 31,993 31,993
WILLIS TOWERS WATSON 24,361 24,361
ADOBE INC 29,830 29,830
AGILENT TECHNOLOGIES INC 11,261 11,261
ALPHABET INC 43,444 43,444
AMAZON.COM INC 57,129 57,129
ANALOG DEVICES INC 24,621 24,621
ATLASSIAN CORPORATION 23,310 23,310
BLACKSTONE INC 29,981 29,981
CADENCE DESIGN SYSTEMS 28,326 28,326
CHIPOTLE MEXICAN GRILL 27,444 27,444
DANAHER CORPORATION 38,634 38,634
DYNATRACE INC 24,556 24,556
ECOLAB INC 21,620 21,620
EDWARDS LIFESCIENCES CORP 28,136 28,136
FORTIVE CORPORATION 27,538 27,538
GALLAGHER ARTHUR J & CO 14,392 14,392
GARTNER INC 27,067 27,067
IDEXX LABORATORIES CORP 29,418 29,418
INTUIT INC 53,753 53,753
MARVELL TECHNOLOGY INC 27,622 27,622
MICROSOFT CORP 68,439 68,439
MONOLITHIC POWER SYS INC 32,801 32,801
MSCI INC 29,979 29,979
NIKE INC 24,645 24,645
NVIDIA CORP 64,874 64,874
SERVICENOW INC 43,802 43,802
THERMO FISHER SCIENTIFIC 30,786 30,786
UBER TECHNOLOGIES INC 30,539 30,539
UNITEDHEALTH GROUP INC 44,223 44,223
VERALTO CORPORATION 14,313 14,313
VERISK ANALYTICS INC 27,469 27,469
VISA INC 50,508 50,508
WEST PHARMACEUTICAL SVCS 25,353 25,353
ALLEGION PUBLIC LIMITED 23,438 23,438
ANSYS INC 32,659 32,659
ASPEN TECHNOLOGY INC 26,858 26,858
BENTLEY SYSTEMS 41,744 41,744
BERKLEY W R CORPORATION 27,793 27,793
BRIGHT HORIZONS FAMILY 18,848 18,848
CHARLES RIVER 29,786 29,786
CHEMED CORPORATION 21,636 21,636
CHOICE HOTELS 17,448 17,448
COOPER COMPANIES INC 35,573 35,573
DOLBY LABORATORIES INC 25,165 25,165
EQUIFAX INC 29,675 29,675
EXPONENT INC 21,658 21,658
FAIR ISAAC INC 22,116 22,116
HENRY JACK & ASSOCIATES 25,655 25,655
INTERACTIVE BROKERS 20,311 20,311
LENNOX INTL INC 35,802 35,802
LPL FINANCIAL HOLDINGS 28,680 28,680
NORDSON CORP 33,812 33,812
POOL CORPORATION 38,675 38,675
ROLLINS INC 26,246 26,246
SAIA INC 23,664 23,664
SCOTTS MIRACLE GRO CO 15,683 15,683
SITEONE LANDSCAPE SUPPLY 22,913 22,913
TELEDYNE TECHNOLOGIES IN 23,653 23,653
TERADYNE INC 28,432 28,432
THOR INDUSTRIES INC 32,401 32,401
WATSCO INC 29,993 29,993
ZEBRA TECHNOLOGIES 24,600 24,600
ZURN ELKAY WATER 24,175 24,175
ACADIA HEALTHCARE CO INC 8,549 8,549
APTARGROUP INC 5,563 5,563
ATKORE INC 11,200 11,200
ATLANTIC UNION BANKSHARES 8,222 8,222
AZENTA INC 10,097 10,097
BIO-RAD LABORATORIES INC 8,072 8,072
BJ S WHOLESALE CLUB 14,665 14,665
BOOZ ALLEN HAMILTON 14,070 14,070
BRIGHT HORIZONS FAMILY 8,953 8,953
BURLINGTON STORES INC 8,752 8,752
CARTER'S INC 4,119 4,119
CATALENT INC 4,493 4,493
CAVCO INDS INC DEL 13,865 13,865
CCC INTELLIGENT SOLUTIONS 9,682 9,682
CHAMPIONX CORPORATION 4,528 4,528
CHART INDUSTRIES INC 4,772 4,772
COGNEX CORP 11,061 11,061
COLUMBUS MCKINNON 6,829 6,829
COMFORT SYSTEMS USA INC 14,397 14,397
CYBERARK SOFTWARE LTD 15,334 15,334
DORMAN PRODUCTS INC 7,507 7,507
EAGLE MATERIALS INC 13,185 13,185
ELEMENT SOLUTIONS INC 11,570 11,570
ENTEGRIS INC 13,779 13,779
EXPONENT INC 7,924 7,924
FEDERAL SIGNAL CORP 11,511 11,511
FIVE BELOW INC 11,724 11,724
GATES INDUSTRIAL 8,253 8,253
GENTHERM INC 5,236 5,236
GIBRALTAR INDUSTRIES INC 9,478 9,478
GLACIER BANCORP INC 6,198 6,198
GLOBANT SA 14,279 14,279
GLOBUS MEDICAL INC 9,326 9,326
GRAND CANYON EDUCATION 6,602 6,602
HALOZYME THERAPEUTICS IN 7,022 7,022
HEXCEL CORP NEW 9,956 9,956
HOLOGIC INC 8,217 8,217
IDACORP INC 8,357 8,357
IDEX CORP 10,856 10,856
INTEGER HOLDINGS 10,899 10,899
INTRA CELLULAR THERAPIES 11,459 11,459
ITT INC 10,739 10,739
JAZZ PHARMACEUTICALS PLC 9,225 9,225
KINSALE CAPITAL GROUP INC 13,396 13,396
KRISPY KREME INC 3,471 3,471
LANCASTER COLONY CORP 9,151 9,151
LINCOLN ELEC HOLDINGS INC 11,960 11,960
LITHIA MOTORS INC 13,171 13,171
MACOM TECHNOLOGY 8,366 8,366
MAGNOLIA OIL & GAS 6,706 6,706
MANHATTAN ASSOCIATES INC 12,919 12,919
MARKETAXESS HOLDINGS INC 5,857 5,857
MATADOR RESOURCES COMPAN 7,392 7,392
MOLINA HEALTHCARE INC 5,420 5,420
NEUROCRINE BIOSCIENCES 12,517 12,517
NORDSON CORP 14,529 14,529
OVINTIV INC 5,929 5,929
PAYLOCITY HOLDING 9,891 9,891
PERFORMANCE FOOD GROUP 13,484 13,484
PINNACLE FINL PARTNERS 13,083 13,083
PIPER SANDLER COMPANIES 12,241 12,241
POLARIS INC 7,108 7,108
PORTLAND GENERAL 7,801 7,801
PROCORE TECHNOLOGIES INC 8,999 8,999
QUAKER HOUGHTON 11,738 11,738
RAPID7 INC 6,281 6,281
RBC BEARINGS INCORPORATED 15,669 15,669
RPM INTERNATIONAL INC 11,163 11,163
SCHNEIDER NATIONAL INC 6,235 6,235
SILICON LABORATORIES INC 7,936 7,936
SM ENERGY COMPANY 4,259 4,259
STIFEL FINANCIAL CORP 7,952 7,952
TANDEM DIABETES CARE INC 7,099 7,099
TEXAS ROADHOUSE INC 14,668 14,668
TORO CO 9,119 9,119
VAIL RESORTS INC 6,404 6,404
VERICEL CORPORATION 5,342 5,342
VOYA FINANCIAL INC 14,592 14,592
WINTRUST FINANCIAL CORP 9,275 9,275
ZEBRA TECHNOLOGIES 8,200 8,200
ACCENTURE PLC IRELAND 17,194 17,194
ADVANTEST CORPORATION 10,665 10,665
ADYEN N V 19,694 19,694
AON PLC 16,297 16,297
ARCH CAPITAL GROUP LTD 13,740 13,740
ASM INTERNATIONAL NV 16,614 16,614
ASML HOLDING N V 21,194 21,194
ASTRAZENECA PLC 14,346 14,346
ATLAS COPCO AB 11,995 11,995
ATLASSIAN CORPORATION 23,548 23,548
BAE SYSTEMS PLC 17,403 17,403
CANADIAN NATURAL 10,549 10,549
CANADIAN PAC KANS CITY 28,462 28,462
COMPASS GROUP PLC 10,707 10,707
EPAM SYSTEMS INC 8,920 8,920
EVOLUTION AB 15,523 15,523
EXPERIAN PLC 15,359 15,359
FERGUSON PLC 17,183 17,183
FERRARI N V 24,705 24,705
ICICIBANK LTD 13,565 13,565
ICON PLC 24,344 24,344
L OREAL CO-ADR 14,116 14,116
LINDE PLC 13,964 13,964
LVMH MOET HENNESSY LOUIS 14,133 14,133
MERCADOLIBRE INC 22,002 22,002
NESTLE SA-SPONSORED ADR 14,222 14,222
NOVO NORDISK A/S-ADR 29,587 29,587
SAFRAN SA 15,534 15,534
SCHNEIDER ELECTRIC SE 11,466 11,466
STERIS PLC 14,510 14,510
THOMSON REUTERS CORP 12,282 12,282
UBS GROUP AG 12,329 12,329
WASTE CONNECTIONS INC 12,389 12,389
3M COMPANY 874 874
A O SMITH CORPORATION 824 824
ABBOTT LABORATORIES 9,245 9,245
ABBVIE INC 12,397 12,397
ACCENTURE PLC IRELAND 10,176 10,176
ADOBE INC 11,932 11,932
ADVANCED MICRO DEVICES 7,812 7,812
AFLAC INC 3,217 3,217
AGILENT TECHNOLOGIES INC 834 834
AIR PRODUCTS & CHEMICALS 3,559 3,559
AIRBNB INC 3,811 3,811
AKAMAI TECHNOLOGIES INC 828 828
ALBEMARLE CORPORATION 2,311 2,311
ALIGN TECHNOLOGY INC 822 822
ALLEGION PUBLIC LIMITED 886 886
ALLSTATE CORP 839 839
ALPHABET INC 31,430 31,430
ALPHABET INC 31,427 31,427
ALTRIA GROUP INC 1,411 1,411
AMAZON.COM INC 53,938 53,938
AMCOR PLC 771 771
AMERICAN EXPRESS COMPANY 5,994 5,994
AMERICAN INTERNATIONAL 3,455 3,455
AMERICAN WTR WKS CO INC 2,507 2,507
AMERIPRISE FINL INC 759 759
AMETEK INC NEW 824 824
AMGEN INC 4,608 4,608
AMPHENOL CORPORATION 1,189 1,189
ANALOG DEVICES INC 4,765 4,765
ANSYS INC 725 725
AON PLC 1,164 1,164
APPLE INC 114,363 114,363
APPLIED MATERIALS INC 7,131 7,131
APTIV PLC 628 628
ARCH CAPITAL GROUP LTD 2,302 2,302
ARCHER-DANIELS-MIDLAND CO 650 650
ARISTA NETWORKS INC 4,004 4,004
ASSURANT INC 842 842
AT&T INC 5,621 5,621
AUTODESK INC 730 730
AUTOMATIC DATA 5,125 5,125
AUTOZONE INC 2,586 2,586
AVERY DENNISON CORP 809 809
AXON ENTERPRISE INC 775 775
BALL CORP 863 863
BANK NEW YORK MELLON COR 833 833
BANK OF AMERICA CORP 11,044 11,044
BATH & BODY WORKS INC 863 863
BAXTER INTERNATIONAL INC 851 851
BECTON DICKINSON & CO 3,901 3,901
BERKLEY W R CORPORATION 778 778
BEST BUY COMPANY INC 783 783
BIO-RAD LABORATORIES INC 646 646
BIOGEN INC 776 776
BLACKROCK INC 5,683 5,683
BLACKSTONE INC 5,630 5,630
BOEING CO 3,910 3,910
BOOKING HOLDINGS INC 3,547 3,547
BORG WARNER AUTOMOTIVE 645 645
BOSTON SCIENTIFIC CORP 1,908 1,908
BRISTOL MYERS SQUIBB CO 5,541 5,541
BROADCOM INC 20,093 20,093
BROADRIDGE FINANCIAL 823 823
BROWN & BROWN INC 711 711
BROWN-FORMAN CORPORATION 742 742
BUILDERS FIRSTSOURCE INC 835 835
BUNGE GLOBAL SA 707 707
C H ROBINSON WORLDWIDE 691 691
CADENCE DESIGN SYSTEMS 1,362 1,362
CAESARS ENTERTAINMENT IN 750 750
CAMPBELL SOUP CO 778 778
CAPITAL ONE FINANCIAL 918 918
CARDINAL HEALTH INC 806 806
CARMAX INC 767 767
CARNIVAL CORP 797 797
CARRIER GLOBAL 1,494 1,494
CATALENT INC 674 674
CATERPILLAR INC 7,687 7,687
CBOE GLOBAL MARKETS INC 714 714
CBRE GROUP INC 931 931
CDW CORPORATION 909 909
CELANESE CORPORATION 932 932
CENCORA INC 2,465 2,465
CENTENE CORP DEL 2,078 2,078
CERIDIAN HCM HOLDING INC 604 604
CF INDUSTRIES HOLDINGS 1,908 1,908
CHARLES RIVER 946 946
CHARLES SCHWAB CORP NEW 5,229 5,229
CHARTER COMMUNICATIONS 777 777
CHIPOTLE MEXICAN GRILL 2,287 2,287
CHUBB LTD 5,198 5,198
CHURCH & DWIGHT CO INC 2,364 2,364
CIGNA GROUP (THE) 4,791 4,791
CINCINNATI FINANCIAL CORP 724 724
CINTAS CORP 603 603
CISCO SYSTEMS INC 9,548 9,548
CITIGROUP INC 5,504 5,504
CITIZENS FINANCIAL GROUP 862 862
CLOROX CO 856 856
CME GROUP INC 4,423 4,423
COCA COLA COMPANY 10,666 10,666
COGNIZANT TECHNOLOGY 755 755
COLGATE PALMOLIVE COMPANY 1,036 1,036
COMCAST CORP 8,638 8,638
COMERICA INC 893 893
CONAGRA BRANDS INC 717 717
CONSOLIDATED EDISON INC 2,729 2,729
CONSTELLATION BRANDS INC 725 725
CONSTELLATION ENERGY 3,039 3,039
COOPER COMPANIES INC 757 757
COPART INC 735 735
CORNING INC 2,497 2,497
CORTEVA INC 2,684 2,684
COSTAR GROUP INC 787 787
COSTCO WHOLESALE CORP-NE 13,202 13,202
CSX CORPORATION 4,403 4,403
CUMMINS INC 719 719
CVS HEALTH CORPORATION 2,685 2,685
D R HORTON INC 3,344 3,344
DANAHER CORPORATION 7,172 7,172
DARDEN RESTAURANTS INC 822 822
DAVITA INC 838 838
DEERE & CO 5,598 5,598
DELTA AIR LINES INC DEL 805 805
DENTSPLY SIRONA INC 783 783
DEXCOM INC 1,117 1,117
DISCOVER FINANCIAL 899 899
DOLLAR GENERAL 816 816
DOLLAR TREE INC 852 852
DOMINOS PIZZA INC 824 824
DOVER CORPORATION 923 923
DOW INC 768 768
DUPONT DE NEMOURS INC 692 692
EASTMAN CHEMICAL CO 808 808
EATON CORPORATION PLC 5,539 5,539
EBAY INC 742 742
ECOLAB INC 2,975 2,975
EDISON INTERNATIONAL 2,645 2,645
EDWARDS LIFESCIENCES CORP 763 763
ELECTRONIC ARTS INC 684 684
ELEVANCE HEALTH INC 5,659 5,659
ELI LILLY & CO 19,819 19,819
EMERSON ELECTRIC CO 3,699 3,699
ENPHASE ENERGY INC 661 661
EPAM SYSTEMS INC 892 892
EQUIFAX INC 989 989
ESTEE LAUDER COMPANIES 731 731
ETSY INC 811 811
EVEREST GROUP LTD 1,768 1,768
EVERSOURCE ENERGY 2,469 2,469
EXELON CORPORATION 2,800 2,800
EXPEDIA GROUP INC 759 759
EXPEDITORS INTERNATIONAL 763 763
F5 INC 895 895
FACTSET RESEARCH SYSTEMS 954 954
FAIR ISAAC INC 1,164 1,164
FASTENAL CO 2,785 2,785
FEDEX CORP 2,783 2,783
FIDELITY NATIONAL 781 781
FIFTH THIRD BANCORP 966 966
FIRST SOLAR INC 689 689
FISERV INC 4,782 4,782
FLEETCOR TECHNOLOGIES IN 848 848
FMC CORP NEW 631 631
FORD MOTOR CO 1,085 1,085
FORTINET INC 702 702
FORTIVE CORPORATION 663 663
FOX CORPORATION 653 653
FOX CORPORATION 1,189 1,189
FRANKLIN RESOURCES INC 894 894
GALLAGHER ARTHUR J & CO 3,148 3,148
GARMIN LTD 900 900
GARTNER INC 902 902
GE HEALTHCARE 851 851
GEN DIGITAL INC 913 913
GENERAC HOLDINGS INC 905 905
GENERAL DYNAMICS CORP 1,818 1,818
GENERAL ELECTRIC COMPANY 7,147 7,147
GENERAL MILLS INC 717 717
GENERAL MOTORS COMPANY 3,341 3,341
GENUINE PARTS CO 693 693
GILEAD SCIENCES INC 2,511 2,511
GLOBAL PAYMENTS INC 762 762
GLOBE LIFE INC 730 730
GOLDMAN SACHS GROUP INC 6,558 6,558
HARTFORD FINANCIAL 2,572 2,572
HASBRO INC 613 613
HCA HEALTHCARE INC 812 812
HENRY JACK & ASSOCIATES 817 817
HENRY SCHEIN INC 757 757
HERSHEY COMPANY (THE) 746 746
HEWLETT PACKARD 696 696
HILTON WORLDWIDE 1,093 1,093
HOLOGIC INC 715 715
HOME DEPOT INC 15,595 15,595
HONEYWELL INTL INC 7,130 7,130
HORMEL FOODS CORP 706 706
HOWMET AEROSPACE INC 866 866
HP INC 782 782
HUBBELL INCORPORATED 658 658
HUMANA INC 916 916
HUNTINGTON BANCSHARES I 865 865
HUNTINGTON INGALLS 779 779
IDEX CORP 651 651
IDEXX LABORATORIES CORP 1,110 1,110
ILLINOIS TOOL WORKS INC 4,453 4,453
ILLUMINA INC 696 696
INCYTE CORPORATION 753 753
INGERSOLL RAND INC 2,862 2,862
INSULET CORPORATION 1,085 1,085
INTEL CORP 10,100 10,100
INTERCONTINENTAL EXCHANGE 4,495 4,495
INTERNATIONAL BUSINESS 6,869 6,869
INTERNATIONAL PAPER CO 868 868
INTERPUBLIC GROUP OF COS 751 751
INTL FLAVORS & 810 810
INTUIT INC 5,625 5,625
INTUITIVE SURGICAL INC 3,036 3,036
INVESCO LTD 928 928
IQVIA HOLDINGS INC 926 926
JABIL INC 892 892
JACOBS SOLUTIONS INC 649 649
JB HUNT TRANSPORT 1,997 1,997
JOHNSON & JOHNSON 16,458 16,458
JOHNSON CONTROLS 749 749
JPMORGAN CHASE & CO 21,263 21,263
JUNIPER NETWORKS 796 796
KELLANOVA 783 783
KENVUE INC 2,024 2,024
KEURIG DR PEPPER INC 2,999 2,999
KEYCORP NEW 821 821
KEYSIGHT TECHNOLOGIES IN 795 795
KIMBERLY CLARK CORP 1,944 1,944
KLA CORPORATION 1,163 1,163
KRAFT HEINZ COMPANY (THE) 2,847 2,847
KROGER CO (THE) 2,468 2,468
L3HARRIS TECHNOLOGIES INC 842 842
LABORATORY CORP AMER 682 682
LAM RESEARCH CORP 5,483 5,483
LAMB WESTON HOLDINGS INC 865 865
LAS VEGAS SANDS CORP 787 787
LEIDOS HOLDINGS INC 758 758
LENNAR CORP 2,683 2,683
LINDE PLC 9,446 9,446
LIVE NATION 749 749
LKQ CORPORATION 1,864 1,864
LOCKHEED MARTIN CORP 5,439 5,439
LOEWS CORPORATION 2,018 2,018
LOWES COMPANIES INC 4,674 4,674
LULULEMON ATHLETICA INC 1,023 1,023
LYONDELLBASELL INDUSTRIES 2,567 2,567
M & T BANK CORP 822 822
MARKETAXESS HOLDINGS INC 879 879
MARRIOTT INTERNATIONAL 3,834 3,834
MARSH & MCLENNAN 5,116 5,116
MARTIN MARIETTA 1,497 1,497
MASCO CORP 804 804
MASTERCARD INCORPORATED 15,354 15,354
MATCH GROUP INC 694 694
MCCORMICK & CO INC 753 753
MCDONALDS CORP 10,081 10,081
MCKESSON CORP 3,704 3,704
MEDTRONIC PLC 5,931 5,931
MERCK & CO INC 12,537 12,537
META PLATFORMS INC 29,733 29,733
METLIFE INC 1,918 1,918
METTLER-TOLEDO 1,213 1,213
MGM RESORTS INTERNATIONAL 849 849
MICROCHIP TECHNOLOGY INC 812 812
MICRON TECHNOLOGY INC 1,963 1,963
MICROSOFT CORP 112,812 112,812
MODERNA INC 1,691 1,691
MOHAWK INDUSTRIES INC 932 932
MOLINA HEALTHCARE INC 723 723
MOLSON COORS BEVERAGE 735 735
MONDELEZ INTERNATIONAL 5,505 5,505
MONOLITHIC POWER SYS INC 631 631
MONSTER BEVERAGE 807 807
MOODYS CORP 781 781
MORGAN STANLEY 4,569 4,569
MOSAIC COMPANY 1,858 1,858
MOTOROLA SOLUTIONS INC 626 626
MSCI INC 566 566
NASDAQ INC 814 814
NETAPP INC 793 793
NETFLIX INC 7,790 7,790
NEWMONT CORPORATION 3,518 3,518
NEWS CORPORATION 786 786
NEWS CORPORATION 797 797
NEXTERA ENERGY INC 6,560 6,560
NIKE INC 4,886 4,886
NORDSON CORP 792 792
NORTHERN TRUST CORP 844 844
NORTHROP GRUMMAN CORP 3,745 3,745
NVIDIA CORP 50,017 50,017
NXP SEMICONDUCTORS N V 919 919
O REILLY AUTOMOTIVE INC 950 950
OLD DOMINION FREIGHT 1,216 1,216
OMNICOM GROUP INC 779 779
ON SEMICONDUCTOR CORP 668 668
ORACLE CORPORATION 8,013 8,013
OTIS WORLDWIDE 805 805
PACCAR INC 3,711 3,711
PACKAGING CORP AMER 815 815
PALO ALTO NETWORKS INC 2,064 2,064
PARAMOUNT GLOBAL 843 843
PARKER HANNIFIN CORP 3,686 3,686
PAYCHEX INC 715 715
PAYCOM SOFTWARE INC 620 620
PAYPAL HOLDINGS INC 737 737
PENTAIR PLC 800 800
PEPSICO INC 10,700 10,700
PFIZER INC 7,802 7,802
PG&E CORP 3,119 3,119
PHILIP MORRIS 5,551 5,551
PNC FINANCIAL SVCS GROUP 929 929
POOL CORPORATION 797 797
PPG INDUSTRIES INC 748 748
PRICE T ROWE GROUP INC 754 754
PRINCIPAL FINANCIAL 787 787
PROCTER & GAMBLE CO 15,094 15,094
PROGRESSIVE CORP-OHIO 5,097 5,097
PRUDENTIAL FINANCIAL INC 2,904 2,904
PTC INC 875 875
PUBLIC SERVICE ENTERPRISE 2,691 2,691
PULTEGROUP INC 826 826
QORVO INC 901 901
QUALCOMM INC 8,244 8,244
QUANTA SERVICES INC 2,805 2,805
QUEST DIAGNOSTICS INC 827 827
RALPH LAUREN CORPORATION 865 865
RAYMOND JAMES FINANCIAL 781 781
REGENERON 5,270 5,270
REGIONS FINANCIAL CORP 814 814
REPUBLIC SERVICES INC 2,968 2,968
RESMED INC 860 860
REVVITY INC 765 765
ROBERT HALF INC 791 791
ROCKWELL AUTOMATION INC 621 621
ROLLINS INC 830 830
ROPER TECHNOLOGIES INC 3,816 3,816
ROSS STORES INC 2,214 2,214
ROYAL CARIBBEAN GROUP 906 906
RTX CORPORATION 6,479 6,479
S&P GLOBAL INC 3,965 3,965
SALESFORCE INC 11,841 11,841
SEAGATE TECHNOLOGY 854 854
SERVICENOW INC 5,652 5,652
SHERWIN WILLIAMS CO 1,248 1,248
SKYWORKS SOLUTIONS INC 787 787
SMUCKER J M COMPANY 758 758
SNAP-ON INC 1,733 1,733
SOUTHWEST AIRLINES CO 780 780
STANLEY BLACK & DECKER 785 785
STARBUCKS CORP 4,416 4,416
STATE STREET CORP 775 775
STEEL DYNAMICS INC 2,362 2,362
STERIS PLC 660 660
STRYKER CORP 5,390 5,390
SYNCHRONY FINANCIAL 878 878
SYNOPSYS INC 4,634 4,634
SYSCO CORP 804 804
T MOBILE US INC 4,970 4,970
TAKE TWO INTERACTIVE 805 805
TAPESTRY INC 847 847
TARGET CORP 855 855
TE CONNECTIVITY LTD 843 843
TELEDYNE TECHNOLOGIES IN 893 893
TELEFLEX INC 997 997
TERADYNE INC 760 760
TESLA INC 28,824 28,824
TEXAS INSTRUMENTS 7,671 7,671
TEXTRON INC 724 724
THE TRAVELERS COMPANIES 3,238 3,238
THERMO FISHER SCIENTIFIC 9,023 9,023
TJX COMPANIES INC NEW 5,722 5,722
TRACTOR SUPPLY CO 645 645
TRANE TECHNOLOGIES PLC 3,659 3,659
TRANSDIGM GROUP 1,012 1,012
TRIMBLE INC 745 745
TRUIST FINANCIAL 886 886
TYLER TECHNOLOGIES INC 836 836
TYSON FOODS INC-CL A 806 806
UBER TECHNOLOGIES INC 4,741 4,741
ULTA BEAUTY INC 980 980
UNION PACIFIC CORP 7,614 7,614
UNITED AIRLINES HOLDINGS 743 743
UNITED PARCEL SVC INC 5,660 5,660
UNITED RENTALS INC 1,147 1,147
UNITEDHEALTH GROUP INC 20,532 20,532
UNIVERSAL HEALTH 915 915
US BANCORP DEL 866 866
VERALTO CORPORATION 740 740
VERISIGN INC 618 618
VERISK ANALYTICS INC 717 717
VERIZON COMMUNICATIONS 7,992 7,992
VERTEX PHARMACEUTICALS 5,696 5,696
VF CORPORATION 714 714
VIATRIS INC 801 801
VICI PROPERTIES INC 2,901 2,901
VISA INC 18,225 18,225
VULCAN MATERIALS CO 2,497 2,497
W W GRAINGER INC 2,486 2,486
WABTEC CORP 888 888
WALGREEN BOOTS ALLIANCE 809 809
WALMART INC 10,247 10,247
WALT DISNEY CO 5,056 5,056
WARNER BROS DISCOVERY IN 728 728
WASTE MANAGEMENT INC DEL 4,119 4,119
WATERS CORP 988 988
WELLS FARGO & CO 8,860 8,860
WEST PHARMACEUTICAL SVCS 704 704
WESTERN DIGITAL CORP 838 838
WESTROCK COMPANY 789 789
WHIRLPOOL CORP 609 609
WILLIS TOWERS WATSON 724 724
WYNN RESORTS LTD 729 729
XYLEM INC 2,859 2,859
YUM BRANDS INC 784 784
ZEBRA TECHNOLOGIES 820 820
ZIMMER BIOMET HOLDINGS 852 852
ZIONS BANCORPORATION N A 834 834
ZOETIS INC 789 789
3IGROUP PLC 2,394 2,394
A PMOLLER MAERSK A S 883 883
ABB LTD 2,879 2,879
ABN AMRO BK N V AMSTERDAM 479 479
ADECCO GROUP AG 1,160 1,160
ADIDAS AG 406 406
ADMIRAL GROUP PLC 407 407
ADVANTEST CORPORATION 1,148 1,148
ADYEN N V 1,005 1,005
AEGON LTD 691 691
AENA SME S A 639 639
AEON CO LTD 704 704
AERCAP HOLDINGS NV 1,338 1,338
AGEAS 997 997
AIA GROUP LTD 3,294 3,294
AIR LIQUIDE-ADR 4,791 4,791
AIRBUS SE 3,741 3,741
AJINOMOTO CO INC-ADR 882 882
AKZO NOBEL N V 610 610
ALCON INC 1,250 1,250
ALFA LAVAL AB 600 600
ALLIANZ SE 2,909 2,909
AMADEUS ITGROUP SA 1,081 1,081
ANHEUSER-BUSCH INBEV SA 2,456 2,456
ANZ GROUP HLDGS LTD 3,138 3,138
ARGENX SE 380 380
ARKEMA 1,593 1,593
ASAHI KASEI CORP 1,326 1,326
ASHTEAD GROUP PLC 1,706 1,706
ASML HOLDING N V 9,840 9,840
ASSA ABLOY AB 992 992
ASSICURAZIONI GENERALI 1,089 1,089
ASSOCIATED BRITISH FOODS 1,242 1,242
ASTELLAS PHARMA INC 1,226 1,226
ASTRAZENECA PLC 7,409 7,409
ASX LTD 1,714 1,714
ATLAS COPCO AB 2,341 2,341
ATLAS COPCO AB-SPONSORED 1,538 1,538
AVIVA PLC 1,263 1,263
AVOLTA AG 462 462
AXA 2,484 2,484
BAE SYSTEMS PLC 2,197 2,197
BANCO BILBAO VIZCAYA 2,514 2,514
BANCO SANTANDER S A 2,993 2,993
BANK IRELAND GROUP PLC 344 344
BARCLAYS PLC 2,317 2,317
BARRATT DEVELOPMENT PLC 1,352 1,352
BAYER AKTIENGESELLSCHAFT 1,301 1,301
BAYERISCHE MOTOREN WERKE 1,973 1,973
BNP PARIBAS 2,293 2,293
BOLIDEN AB 1,690 1,690
BOUYGUES SA 765 765
BRAMBLES LTD 1,731 1,731
BRIDGESTONE CORP LTD ADR 1,377 1,377
BRITISH AMERICAN TOBACCO 3,222 3,222
BUNZL PLC 614 614
CANON INC 2,048 2,048
CAPGEMINI SE 1,297 1,297
CARREFOUR SA 574 574
CELLNEX TELECOM SA 589 589
CENTRAL JAPAN RY CO 1,963 1,963
CHECK POINT SOFTWARE 458 458
CHR HANSEN HLDG 628 628
CHUGAI PHARMACEUTICAL LT 1,734 1,734
COCA COLA EUROPACIFIC 1,135 1,135
COCHLEAR ORD PLC 1,926 1,926
COMMERZBANK JUNGE SHS 342 342
COMMONWEALTH BK 5,638 5,638
COMPAGNIE DE SAINT GOBAIN 2,611 2,611
COMPAGNIE FINANCIERE 2,521 2,521
COMPASS GROUP PLC 1,502 1,502
COMPUTERSHARE LTD 1,524 1,524
CONTINENTAL AG 625 625
COVESTRO AG 701 701
CREDIT AGRICOLE SA 664 664
CRH PUBLIC LIMITED 3,112 3,112
CRODA INTL PLC ORD 932 932
CSL LTD 4,664 4,664
CYBERARK SOFTWARE LTD 657 657
DAIICHI SANKYO CO LTD 1,723 1,723
DAIKIN INDS LTD 1,617 1,617
DAIMLER TRUCK HLDG AG 1,496 1,496
DAIWA HOUSE INDUSTRY CO 1,930 1,930
DANONE 894 894
DANSKE BANK A S 666 666
DASSAULT SYSTEMS S A 1,324 1,324
DBS GROUP HOLDINGS LTD 2,734 2,734
DENSO CORP-ADR 1,329 1,329
DENTSU GROUP INC 792 792
DEUTSCHE BANK AG 1,829 1,829
DEUTSCHE BOERSE AG 699 699
DEUTSCHE POST AG 1,932 1,932
DEUTSCHE TELEKOM AG 1,568 1,568
DIAGEO PLC-SPONSORED ADR 2,476 2,476
DISCO CORP 1,409 1,409
DNB BK ASA 255 255
DSV A S 1,756 1,756
E ON SE 2,381 2,381
EAST JAPAN RAILWAY CO 1,893 1,893
EDP-ENERGIAS DE PORTUGAL 2,019 2,019
ELBIT SYSTEMS LTD-ORD 427 427
ENEL SOCIETA PER AZIONI 3,490 3,490
ENTAIN PLC 316 316
EPIROC AKTIEBOLAG 1,304 1,304
ERICSSON 1,159 1,159
ERSTE GROUP BANK AG 429 429
ESSILORLUXOTTICA 2,512 2,512
EVOLUTION AB 1,075 1,075
EXPERIAN PLC 1,222 1,222
FANUC CORPORATION 1,141 1,141
FAST RETAILING CO LTD 1,355 1,355
FERRARI N V 677 677
FLUTTER ENTMT PLC 888 888
FORTESCUE METALS GROUP 2,786 2,786
FRESENIUS MEDICAL CARE AG 833 833
FRESENIUS SE & CO 919 919
FUJIFILM HOLDINGS 1,971 1,971
FUJITSU LTD-ADR NEW 1,802 1,802
FUTU HOLDINGS LIMITED 219 219
GALAXY ENTMT GROUP LTD 1,206 1,206
GEBERIT AG 707 707
GIVAUDAN SA 1,412 1,412
GLOBAL E ONLINE LTD 277 277
GRAB HOLDINGS LIMITED 344 344
GSK PLC 3,113 3,113
HALEON PLC 971 971
HANG LUNG PPTYS LTD 1,315 1,315
HANNOVER RUCKVESICHERUNG 478 478
HEIDELBERG MATERIALS AG 1,355 1,355
HEINEKEN HOLDING NV 723 723
HEINEKEN N V 765 765
HENKEL AG AND CO KGAA 289 289
HERMES INTL S A 2,764 2,764
HEXAGON AB 1,130 1,130
HITACHI LTD 3,614 3,614
HOLCIM LTD NEW 2,346 2,346
HONDA MOTOR CO LTD 2,720 2,720
HONG KONG EXCHANGES & 1,507 1,507
HOYA CORP 1,743 1,743
HSBC HOLDINGS PLC 5,878 5,878
IBERDROLA S A 4,043 4,043
ICL GROUP LTD 431 431
IMPERIAL BRANDS PLC 1,329 1,329
INDUSTRIA DE DISENO 1,817 1,817
INFINEON TECHNOLOGIES AG 2,051 2,051
ING GROEP NV-SPONSORED 1,277 1,277
INTERCONTINENTAL HOTELS 638 638
INTESA SANPAOLO SPA 1,403 1,403
JAMES HARDIE INDUSTRIES 2,359 2,359
JAPAN EXCHANGE GROUP INC 1,072 1,072
JAPAN TOBACCO 2,342 2,342
JERONIMO MARTINS SGPS SA 558 558
JULIUS BAER GROUP LTD 971 971
KAO CORPORATION 653 653
KBC GROUP NV 650 650
KDDI CORPORATION 2,111 2,111
KERING 1,150 1,150
KINGFISHER PLC 1,123 1,123
KNORR BREMSE 504 504
KOITO MANUFACTURING 447 447
KOMATSU LTD 1,921 1,921
KONINKLIJKE AHOLD 1,894 1,894
KONINKLIJKE PHILIPS N V 887 887
KOSE CORP 448 448
KUBOTA CORPORATION 1,198 1,198
KUEHNE & NAGEL 1,378 1,378
KYOCERA CORP 1,405 1,405
L OREAL CO-ADR 4,672 4,672
LASERTEC CORPORATION 419 419
LEGAL & GENERAL GROUP PL 1,440 1,440
LEGRAND SA 769 769
LLOYDS BANKING GROUP PLC 1,355 1,355
LOGITECH INTERNATIONAL SA 570 570
LONDON STK EXCHANGE GROU 2,098 2,098
LONZA GROUP AG ZUERICH 589 589
LVMH MOET HENNESSY LOUIS 7,960 7,960
MAZDA MOTOR CORP 1,075 1,075
MERCEDES BENZ GROUP 2,448 2,448
MERCK KGAA 447 447
METSO OYJ 496 496
MICHELIN COMPAGNIE 287 287
MITSUBISHI ELECTRIC CORP 1,718 1,718
MITSUBISHI ESTATE CO LTD 1,751 1,751
MITSUI FUDOSAN CO LTD 1,975 1,975
MIZUHO FINANCIAL GROUP 1,926 1,926
MONDAY.COM LTD 376 376
MONDI PLC 1,224 1,224
MOWI ASA 751 751
MS&AD INSURANCE GROUP 1,819 1,819
MTU AERO ENGINES AG 432 432
MUENCHENER 1,598 1,598
MURATA MANUFACTURING CO 2,544 2,544
NATIONAL AUSTRALIA BANK 3,512 3,512
NATWEST GROUP PLC 878 878
NESTLE SA-SPONSORED ADR 9,597 9,597
NEWMONT CORPORATION 1,738 1,738
NEXON CO LTD 744 744
NICE LTD 599 599
NIDEC CORPORATION 403 403
NINTENDO CO LTD-ADR NEW 2,507 2,507
NIPPON TELEGRAPH AND 2,437 2,437
NISSAN MOTOR CO LTD 674 674
NITTO DENKO CORP 1,154 1,154
NN GROUP NV 730 730
NOKIA CORPORATION 1,464 1,464
NOMURA HOLDINGS INC 1,533 1,533
NOMURA RESH INST LTD 872 872
NORDEA BANK ABP 1,499 1,499
NORSK HYDRO A/S 1,777 1,777
NOVARTIS AG 7,371 7,371
NOVO NORDISK A/S-ADR 11,380 11,380
NOVOZYMES A/S 604 604
OCADO GROUP PLC 375 375
OLYMPUS CORP 618 618
OMRON CORPORATION 511 511
ORANGE 629 629
ORIENTAL LAND CO LTD 2,881 2,881
ORIX CORPORATION 1,961 1,961
ORKLA AS-SPONSORED ADR 475 475
ORSTED A S 1,769 1,769
OTSUKA HOLDINGS CO LTD 1,212 1,212
PAN PAC INTL HLDGS CORP 427 427
PANASONIC HOLDINGS 1,112 1,112
PANDORA A S 449 449
PEARSON PLC-SPONSORED AD 528 528
PERNOD RICARD S A 600 600
PERSIMMON PLC 855 855
PROSUS N V 1,773 1,773
PRUDENTIAL PLC SPONS ADR 1,369 1,369
PRYSMIAN S P A 615 615
PUBLICIS S A 1,855 1,855
QANTAS AIRWAYS LTD FAUST 1,557 1,557
QBE INSURANCE GROUP LTD 1,661 1,661
RANDSTAD NV 723 723
RECKITT BENCKISER PLC 1,731 1,731
RECRUIT HOLDINGS CO LTD 2,463 2,463
REDEIA CORPORACION SA 1,453 1,453
RELX PLC 3,054 3,054
RENAULT S A 1,111 1,111
RENESAS ELECTRONICS CORP 1,743 1,743
RENTOKIL INITIALPLC 515 515
ROCHE HOLDING LTD 6,847 6,847
ROLLS ROYCE HOLDINGS PLC 1,463 1,463
SAFRAN SA 1,986 1,986
SAGE GROUP PLC 660 660
SAINSBURY J PLC 1,612 1,612
SANDOZ GROUP AG 384 384
SANDS CHINA LTD 731 731
SANDVIK AB-ADR 1,496 1,496
SANOFI 4,277 4,277
SAP SE 5,565 5,565
SCHNEIDER ELECTRIC SE 4,264 4,264
SEA LIMITED 648 648
SEEK LTD 1,737 1,737
SEKISUI HOUSE LTD 1,110 1,110
SEVERN TRENT PLC 1,253 1,253
SHIN ETSU CHEMICAL CO LTD 4,096 4,096
SHIONOGI & CO LTD 551 551
SHISEIDO CO LTD 391 391
SIEMENS AG 5,332 5,332
SIEMENS HEALTHINEERS AG 932 932
SIKA AG 1,599 1,599
SINGAPORE EXCHANGE LTD 1,341 1,341
SINGAPORE 1,196 1,196
SKF AB-SPONSORED ADR 581 581
SMC CORP JAPAN 1,175 1,175
SMITH & NEPHEW P L C 600 600
SMITHS GROUP PLC 855 855
SMURFIT KAPPA GROUP PLC 274 274
SOCIETE GENERALE 1,031 1,031
SODEXO 536 536
SOFTBANK CORP 827 827
SOFTBANK GROUP 1,563 1,563
SONOVA HOLDING AG 523 523
SONY GROUP CORPORATION 4,545 4,545
SPARK NEW ZEALAND LIMITED 1,227 1,227
STANDARD CHARTERED PLC 880 880
STELLANTIS N V 3,172 3,172
STMICROELECTRONICS N V 1,554 1,554
STORA ENSO CORP 541 541
STRAUMANN HOLDING AG 564 564
SUBARU CORPORATION 1,043 1,043
SUMITOMO CHEMICAL CO LTD 763 763
SUMITOMO METAL MINING CO 1,548 1,548
SUMITOMO MITSUI FINL 2,701 2,701
SUMITOMO MITSUI TR 1,068 1,068
SUN HUNG KAI PROPERTIES 1,760 1,760
SUNTORY BEVERAGE & FOOD 492 492
SUZUKI MOTOR CORP 1,193 1,193
SVENSKA HANDELSBANKEN 642 642
SWATCH GROUP AG (THE) 542 542
SWEDBANK AB 604 604
SWIRE PACIFIC 1,648 1,648
SWISS LIFE HOLDING 666 666
SWISS RE LTD 1,182 1,182
SWISSCOM SPONSORED ADR 361 361
SYSMEX CORPORATION 416 416
TAKEDA PHARMACEUTICAL 942 942
TDK CORP-AMERICAN DEP 1,372 1,372
TECHTRONIC INDUSTRIES CO 835 835
TELEFONICA SA 698 698
TELENOR ASA 954 954
TELEPERFORMANCE 291 291
TELSTRA GROUP LIMITED 1,637 1,637
TERNA RETE ELETTRICA 1,727 1,727
TERUMO CORP 750 750
TESCO PLC 2,221 2,221
TEVA PHARMACEUTICAL 637 637
THALES 857 857
TOKIO MARINE HLDGS INC 2,318 2,318
TOKYO ELECTRON LTD 3,642 3,642
TORAY INDUSTRIES INC 608 608
TOYOTA INDUSTRIES 1,624 1,624
TREASURY WINE ESTATES LTD 1,329 1,329
TREND MICRO INC 641 641
UBS GROUP AG 4,635 4,635
UCB 567 567
UMICORE SA 495 495
UNICHARM CORP 578 578
UNICREDIT SPA 2,002 2,002
UNILEVER PLC 4,509 4,509
UNITED OVERSEAS BANK LTD 2,164 2,164
UNITED UTILITIES GROUP 1,592 1,592
UPM KYMMENE CORPORATION 678 678
VESTAS WIND SYSTEMS AS 1,175 1,175
VINCI S A 2,712 2,712
VODAFONE GROUP PLC 244 244
VOLKSWAGEN A G 1,077 1,077
VOLKSWAGEN A G 699 699
VOLVO AB 2,932 2,932
VONOVIA SE 2,480 2,480
WESFARMERS LTD 2,900 2,900
WEST JAPAN RAILWAY CO 1,083 1,083
WH GROUP LTD 516 516
WPP PLC 1,665 1,665
YARA INTERNATIONAL ASA 921 921
YASKAWA ELECTRIC CORP 1,075 1,075
ZURICH INSURANCE GROUP 2,562 2,562

TY 2023 InvestmentsGovtObligationsSch
Name:
WILSON FOUNDATION
EIN:
86-3212786
US Government Securities - End of Year Book Value:

47,829,116
US Government Securities - End of Year Fair Market Value:

47,829,116
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
WILSON FOUNDATION
EIN:
86-3212786
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
WILSON WOLF MANUFACTURING, LLC AT COST 10,171,077 102,677,000
ACCRUED INCOME AT COST 135,740 135,740
AMERICAN TOWER AT COST 37,995 37,995
AGREE REALTY CORP AT COST 7,554 7,554
EASTERLY GOVERNMENT AT COST 6,451 6,451
EASTGROUP PROPERTIES INC AT COST 9,177 9,177
NATIONAL STORAGE AT COST 5,806 5,806
PHYSICIANS REALTY TRUST AT COST 4,060 4,060
SUN COMMUNITIES INC AT COST 10,024 10,024
ALEXANDRIA REAL ESTATE AT COST 887 887
AMERICAN TOWER AT COST 3,454 3,454
AVALONBAY COMMUNITIES IN AT COST 749 749
BOSTON PROPERTIES INC AT COST 842 842
CAMDEN PROPERTY TRUST-SBI AT COST 695 695
CROWN CASTLE INC AT COST 922 922
DIGITAL REALTY TRUST INC AT COST 807 807
EQUINIX INC AT COST 4,027 4,027
EQUITY RESIDENTIAL AT COST 734 734
ESSEX PROPERTY TRUST INC AT COST 744 744
EXTRA SPACE STORAGE INC AT COST 962 962
FEDERAL REALTY INVESTMENT AT COST 824 824
HEALTHPEAK PROPERTIES IN AT COST 792 792
HOST HOTELS & RESORTS INC AT COST 837 837
INVITATION HOMES INC AT COST 750 750
IRON MOUNTAIN AT COST 770 770
KIMCO REALTY CORPORATION AT COST 852 852
MID AMERICA APARTMENT AT COST 672 672
PROLOGIS INC AT COST 6,665 6,665
PUBLIC STORAGE AT COST 3,355 3,355
REALTY INCOME CORP AT COST 1,321 1,321
REGENCY CENTERS AT COST 804 804
SBA COMMUNICATIONS CORP AT COST 1,015 1,015
SIMON PROPERTY GROUP INC AT COST 856 856
UDR INC AT COST 728 728
VENTAS INC AT COST 797 797
WELLTOWER INC AT COST 1,262 1,262
THIRD POINT OFFSHORE AT COST 521,283 521,283
VINTAGE 2023 PRIVATE INVESTMENTS OFFSHORE AT COST 50,704 50,704
HPS CORPORATE LENDING AT COST 501,996 501,996

TY 2023 LegalFeesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,890 0   1,890


TY 2023 OtherExpensesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTRATION AND STATE FEES 40 0   40
WEBSITE AND SOFTWARE APPLICATIONS 8,795 0   8,795
OFFICE EXPENSES 132 0   132
SMALL EQUIPMENT 1,403 0   1,403
INSURANCE 1,089 0   1,089


TY 2023 OtherIncomeSchedule2
Name:
WILSON FOUNDATION
EIN:
86-3212786
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
WILSON WOLF MANUFACTURING INCOME 10,788,842   10,788,842


TY 2023 OtherIncreasesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Description Amount
UNREALIZED GAIN 1,493,823


TY 2023 OtherProfessionalFeesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 83,500 0   83,500
INVESTMENT FEES 28,866 28,866   0
PAYROLL FEES 1,606 0   1,606


TY 2023 TaxesSchedule
Name:
WILSON FOUNDATION
EIN:
86-3212786
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 985,000 0   0
UBIT 2,624,000 0   0