WILKENS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILKENS FAMILY FOUNDATION (EIN 47-5634424)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202401369349102930
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:56:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475634424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILKENS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILK | BusinessNameControlTxt |
| Phone | 8022532876 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3265 | AddressLine1Txt |
| City | STOWE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05672 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WILKENS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8022532876 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | WILKENS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CINDY OSTRAGER | PreparerPersonNm |
| PTIN | P00543955 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,762,213 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,656,544 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,106,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,106,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $367,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,784,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,763 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,131,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,477,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,146 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $129,146 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,620 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $535 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $354 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $160,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $137,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,004 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,999,273 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,999,273 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,159,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $137,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,003,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,971,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,340,038 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,290 | CashBOYAmt |
| Cash EOY | $2,936 | CashEOYAmt |
| Cash EOYFMV | $2,936 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $557,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,480,289 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,480,289 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $28,814,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,821,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,828,459 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,079,104 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,122,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,450,529 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,455,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,427,343 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,762,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,455,513 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,427,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,455,513 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,427,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,455,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,427,343 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,455,513 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,971,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,427,343 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,427,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,758,753 | $3,388,721 | $370,032 | $370,032 |
| PUBLICLY TRADED SECURITIES | D | $25,257 | $24,526 | $731 | $731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,763 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,627 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,627 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,627 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,878 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,878 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Overpayment | $227 | OverpaymentAmt |
| Applied To ES Tax | $227 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID WILKENS | IndividualWithBooksNm |
| Phone | 8022532876 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3265 | AddressLine1Txt |
| City | STOWE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05672 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANK WILKENS III | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| STEPHEN M WILKENS | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| DANIEL P WILKENS | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | SECRETARY | 0.25 | $0 | $0 | $0 |
| DAVID T WILKENS | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | TREASURER | 0.25 | $0 | $0 | $0 |
| SANDRA G WILKENS | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KAREN C WILKENS | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MOLLY A PINDELL | ||||||||
| PO BOX 3265 | STOWE | VT | 05672 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOCQUEVILLE SECURITIES LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 W 57TH STREET 19TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $129,146 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,938,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,128,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,066,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,066,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $675,999 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,390,629 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,219,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,219,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,627 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,627 | TotalTaxAmt |
| Distributable Before Adj | $2,200,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,200,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,200,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,003,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,003,277 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,200,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,999,273 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,003,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,999,273 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,004 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,196,900 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BREAST FRIENDS | |||||||
| 14050 SW PACIFIC HWY SUITE 201 | TIGARD | OR | 97224 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $19,415 | |
| CAPSTONE COMMUNITY ACTION INC | |||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |
| DISMAS OF VERMONT | |||||||
| PO BOX 156 | HYDE PARK | VT | 05655 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $25,000 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 3300 FOREST HILL BLVD BUILDING | WEST PALM BEACH | FL | 33406 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $81,762 | C-141 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $280,096 | |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,268 | |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $21,046 | |
| JENNA'S PROMISE | |||||||
| PO BOX 575 | JOHNSON | VT | 05656 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $100,000 | |
| JULIETTE'S HOUSE | |||||||
| 1075 SW CEDARWOOD AVE | MCMINNVILLE | OR | 97128 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,268 | |
| LAMOILLE FAMILY CENTER | |||||||
| 480 CADYS FALLS RD | MORRISVILLE | VT | 05661 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $65,000 | |
| LAMOILLE RESTORATIVE CENTER | |||||||
| PO BOX 148 | HYDE PARK | VT | 05655 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $55,000 | |
| LORDS PLACE INC | |||||||
| 2808 NORTH AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $81,762 | |
| NORTH CENTRAL VERMONT RECOVERY CENTER | |||||||
| 275 BROOKLYN ST 2 | MORRISVILLE | VT | 05661 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $20,000 | |
| NORTHERN NEW ENGLAND SALVATION ARMY | |||||||
| PO BOX 3647 | PORTLAND | ME | 04104 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $147,320 | |
| NORTHWEST FAMILY SERVICES | |||||||
| 6200 SE KING RD | PORTLAND | OR | 97222 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $58,244 | |
| PALM BEACH COUNTY LITERACY COALITION INC | |||||||
| 3651 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $81,762 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02199 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $199,927 | |
| PLACE OF HOPE INC | |||||||
| 9078 ISAIAH LN | PALM BEACH GARDENS | FL | 33418 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,268 | |
| RAPHAEL HOUSE OF PORTLAND | |||||||
| 4110 SE HAWTHORNE BLVD | PORTLAND | OR | 97214 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $63,097 | |
| ROSE HAVEN CIC | |||||||
| PO BOX 10405 | PORTLAND | OR | 97296 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $60,099 | |
| SPECTRUM INC | |||||||
| 31 ELMWOOD AVE | BARRE | VT | 05401 | PC | AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE | $55,000 | |
| THE AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $151,320 | |
| THE FRIENDLY HOUSE | |||||||
| 2617 NW SAVIER ST | PORTLAND | OR | 97210 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $63,097 | |
| TRANSITIONS PROJECTS OF PORTLAND OREGON | |||||||
| 665 NW HOYT ST | PORTLAND | OR | 97209 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $63,098 | |
| TUALITY HEALTHCARE FOUNDATION | |||||||
| 335 SE 8TH AVE | HILLSBORO | OR | 97123 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,269 | |
| UNITED WAY OF PALM BEACH COUNTY | |||||||
| 477 S ROSEMARY AVE SUITE 230 | WEST PALM BEACH | FL | 33401 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,269 | |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $29,855 | |
| YAMHILL COMMUNITY ACTION PARTNERSHIP | |||||||
| 1317 NE DUSTIN COURT | MCMINNVILLE | OR | 97128 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $24,269 | |
| YWCA OF PALM BEACH COUNTY | |||||||
| 1016 NORTH DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $81,762 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,999,273 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,106,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $367,788 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,474,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,474,660 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MAUREEN P WILKENS TRUST UA 82516 - | |||||||
| 1 | 2248 W HILL RD | STOWE | VT | 056724000 | $2,192,286 | Yes (X) | Yes (X) |
| MAUREEN P WILKENS TRUST UA 7116 - C | |||||||
| 2 | 2248 W HILL RD | STOWE | VT | 056724000 | $464,258 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,195 SHARES HOME DEPOT STOCK AND CASH | $2,173,034 | 2023-07-06 |
| 2 | PUBLICLY TRADED STOCK AND CASH | $455,099 | 2023-07-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK LLP | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $29,821,255 | EOYBookValueAmt |
| EOYFMV | $42,828,459 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,122,863 | BookValueAmt |
| EOYFMV | $5,450,529 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $354 | $0 | $354 |
| FOREIGN DIVIDEND FEES | $181 | $181 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOCQUEVILLE SECURITIES L.P. | CategoryTxt |
| Amt | $129,146 | Amt |
| Net Investment Income | $129,146 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $18,500 | $0 | $0 |
| FOREIGN TAX PAID | $4,620 | $4,620 | $0 |
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