C James & Mary Lou Wilson Charitable Tr Inc

Wilson Mary Lou Ttee

Fishers, IN
Tax-exempt since June 2001
EIN: 35-2129418

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$135k (2024)

Expenses

$9.75k (2024)

Total Assets

$208k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$134,519

Expenses

$9,754

Net Income

$124,765

Net Assets

$208,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$12,337	9.2%
Sales of Assets	$122,118	90.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,620	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$208,340
Total Liabilities	$0
Net Assets	$208,340

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (President)	$0	$0

990-PF

Filed on Oct. 27, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$8,091

Expenses

$8,440

Net Income

-$349

Net Assets

$84,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.2%
Dividends	$8,073	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,440	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,414
Total Liabilities	$0
Net Assets	$84,414

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,305

Expenses

$5,231

Net Income

-$1,926

Net Assets

$84,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$214	6.5%
Dividends	$7,326	> 100%
Sales of Assets	-$4,235
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,231	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,764
Total Liabilities	$0
Net Assets	$84,764

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on Aug. 9, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$6,953

Expenses

$11,290

Net Income

-$4,337

Net Assets

$86,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$645	9.3%
Dividends	$6,514	93.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,290	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$86,689
Total Liabilities	$1
Net Assets	$86,688

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$7,199

Expenses

$8,272

Net Income

-$1,073

Net Assets

$91,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,716	23.8%
Dividends	$5,483	76.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,272	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,992
Total Liabilities	$1
Net Assets	$91,991

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on June 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$6,289

Expenses

$6,560

Net Income

-$271

Net Assets

$73,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,814	28.8%
Dividends	$4,096	65.1%
Sales of Assets	$379	6.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,560	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$73,968
Total Liabilities	$0
Net Assets	$73,968

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,942

Expenses

$7,921

Net Income

-$3,979

Net Assets

$74,239

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,951	49.5%
Dividends	$3,454	87.6%
Sales of Assets	-$1,463
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,000	75.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$74,239
Total Liabilities	$0
Net Assets	$74,239

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$23,686

Expenses

$8,130

Net Income

$15,556

Net Assets

$93,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,930	8.1%
Dividends	$6,360	26.9%
Sales of Assets	$15,396	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,000	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$93,362
Total Liabilities	$0
Net Assets	$93,362

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on June 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$21,538

Expenses

$1,199

Net Income

$20,339

Net Assets

$76,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,068	28.2%
Sales of Assets	$15,470	71.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$76,269
Total Liabilities	$0
Net Assets	$76,269

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on June 8, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$5,527

Expenses

$4,854

Net Income

$673

Net Assets

$63,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,527	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,750	56.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$63,180
Total Liabilities	$0
Net Assets	$63,180

Compensation

Key Employees and Officers	Compensation	Other
J David Hollingsworth (President)	$0	$0
Steven M Lutz (Treasurer)	$0	$0

990-PF

Filed on May 22, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$6,697

Expenses

$30,492

Net Income

-$23,795

Net Assets

$123,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,697	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,492	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,151
Total Liabilities	$13,615
Net Assets	$123,536

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$6,505

Expenses

$6,088

Net Income

$417

Net Assets

$118,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,861	44.0%
Dividends	$3,644	56.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,088	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$155,566
Total Liabilities	$37,429
Net Assets	$118,137

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$6,329

Expenses

$8,817

Net Income

-$2,488

Net Assets

$117,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,398	53.7%
Dividends	$2,931	46.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,817	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$139,260
Total Liabilities	$21,540
Net Assets	$117,720

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

C James & Mary Lou Wilson Charitable Tr Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $135k (2024)

Expenses $9.75k (2024)

Total Assets $208k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$135k (2024)

Expenses

$9.75k (2024)

Total Assets

$208k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2022

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2021

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2019

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2018

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2017

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2016

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2015

Fiscal Year Ending Dec.
2014

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2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
2001