WILKENS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILKENS FAMILY FOUNDATION (EIN 47-5634424)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-06
- IRS object ID
- 202131269349101333
- Schema version
- 2020v4.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-06T12:54:52-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-05-06 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY BLACK | PreparerPersonNm |
| PTIN | P00295621 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2021-05-04 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,694,721 | 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 | $5,604,616 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,079 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,079 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $682,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,188,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $310,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,625,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,020,565 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $159,655 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $159,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,770 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,244 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $359 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $197,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,399 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,409,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,193,723 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,607,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,399 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,195,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,018,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $858,166 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,238,251 | CashBOYAmt |
| Cash EOY | $3,622 | CashEOYAmt |
| Cash EOYFMV | $3,622 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,578,009 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,578,009 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,975,736 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,178,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,211,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,901,412 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,674,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,291,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,211,678 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $23,066,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,084,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,694,721 | 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 | $23,066,438 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,084,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,066,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,084,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,066,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,084,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,066,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,018,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,084,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,084,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,187,073 | $6,878,030 | $309,043 | $309,043 | |
| CAPITAL GAINS DIVIDENDS | $1,249 | $1,249 | $1,249 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,929 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,929 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,929 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,376 | 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 | $12,376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $447 | OverpaymentAmt |
| Applied To ES Tax | $447 | 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 | Yes (1) | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $155,585 | 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 | $29,000,781 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,454,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,454,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,454,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $471,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,983,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,549,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,549,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,929 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,929 | TotalTaxAmt |
| Distributable Before Adj | $1,537,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,537,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,537,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,195,498 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,195,498 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,195,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,537,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,193,453 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,195,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,193,453 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,045 | 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 | $1,535,182 | 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 (23 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 | $12,000 | |
| CAPSTONE COMMUNITY ACTION INC | |||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 | |
| 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 | $59,673 | C-141 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR SUITE 2000 | CHICAGO | IL | 60601 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $286,547 | |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIRCLE NW | WASHINGTON | DC | 20005 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $12,563 | |
| JULIETTE'S HOUSE | |||||||
| 1075 SW CEDARWOOD AVE | MCMINNVILLE | OR | 97128 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $16,000 | |
| LAMOILLE FAMILY CENTER | |||||||
| 480 CADYS FALLS RD | MORRISVILLE | VT | 05661 | PC | RESTRICTED TO SUPPORT FOR DULCE THROUGH 9/30/21 | $35,000 | |
| LAMOILLE RESTORATIVE CENTER | |||||||
| PO BOX 148 | HYDE PARK | VT | 05655 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $57,000 | |
| LORDS PLACE INC | |||||||
| 2808 NORTH AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $59,672 | |
| NORTH CENTRAL VERMONT RECOVERY CENTER | |||||||
| 275 BROOKLYN ST 2 | MORRISVILLE | VT | 05661 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $30,000 | |
| NORTHERN NEW ENGLAND SALVATION ARMY | |||||||
| PO BOX 3647 | PORTLAND | ME | 04104 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $87,942 | |
| PALM BEACH COUNTY LITERACY COALITION INC | |||||||
| 3651 QUANTUM BLVD | BOYNTON BEACH | FL | 33426 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $59,673 | |
| RAPHAEL HOUSE OF PORTLAND | |||||||
| 4110 SE HAWTHORNE BLVD | PORTLAND | OR | 97214 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |
| SPECTRUM INC | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | PC | RESTRICTED TO THE MULTICULTURAL YOUTH PROGRAM | $35,000 | |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVE | BURLINGTON | VT | 05401 | PC | RESTRICTED TO RENOVATION OF THE PEARL STREET DROP-IN CENTER | $215,961 | |
| THE AMERICAN RED CROSS | |||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $90,329 | |
| THE FRIENDLY HOUSE | |||||||
| 2617 NW SAVIER ST | PORTLAND | OR | 97210 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $50,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE 3RD FLOOR -SAWSO | ALEXANDRIA | VA | 22314 | PC | RESTRICTED TO OREGON WILDFIRE RELIEF | $20,960 | |
| TRANSITIONS PROJECTS OF PORTLAND OREGON | |||||||
| 665 NW HOYT ST | PORTLAND | OR | 97209 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $60,000 | |
| TUALITY HEALTHCARE FOUNDATION | |||||||
| 335 SE 8TH AVE | HILLSBORO | OR | 97123 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $12,000 | |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | PC | RESTRICTED TO THE LEADING WITH HEALTH CAPITAL CAMPAIGN | $51,691 | |
| YAMHILL COMMUNITY ACTION PARTNERSHIP | |||||||
| 1317 NE DUSTIN COURT | MCMINNVILLE | OR | 97128 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $18,000 | |
| YWCA OF PALM BEACH COUNTY | |||||||
| 1016 NORTH DIXIE HWY | WEST PALM BEACH | FL | 33401 | PC | AN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | $59,673 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,409,684 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERMONT FOODBANK | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 PARKER ROAD | AddressLine1Txt |
| City | BARRE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05641 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESTRICTED TO THE LEADING WITH HEALTH CAPITAL CAMPAIGN | GrantOrContributionPurposeTxt |
| Amt | $198,309 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $198,309 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,079 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,664 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $310,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,021,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,021,035 | 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 | $4,429,637 | Yes (X) | Yes (X) |
| MAUREEN P WILKENS TRUST UA 7116 - C | |||||||
| 2 | 2248 W HILL RD | STOWE | VT | 056724000 | $1,174,979 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 19,200 SHARES HOME DEPOT STOCK AND CASH | $4,340,304 | 2020-06-08 |
| 2 | 4,920 SHARES HOME DEPOT STOCK | $1,122,908 | 2020-06-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COHNREZNICK LLP | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $22,211,246 | EOYBookValueAmt |
| EOYFMV | $29,901,412 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | FMV | $3,641,780 | $4,521,609 |
| REITS | FMV | $649,964 | $690,069 |
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 | $275 | $0 | $275 |
| PENALTY | $84 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TOCQUEVILLE SECURITIES L.P. | CategoryTxt |
| Amt | $159,655 | Amt |
| Net Investment Income | $159,655 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| MAUREEN WILKENS | |||
| 2080 OYSTER HARBORS | OSTERVILLE | MA | 02655 |
| MAUREEN P WILKENS TR UA 7116 - CLUT | |||
| 2248 WEST HILL ROAD | STOWE | VT | 056724000 |
| MAUREEN P WILKENS TRUST UA 82516 - CLAT UAD 82516 | |||
| 2248 WEST HILL ROAD | STOWE | VT | 056724000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $33,526 | $0 | $0 |
| FOREIGN TAX PAID | $1,244 | $1,244 | $0 |
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