BETA

WILKENS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WILKENS FAMILY FOUNDATION (EIN 47-5634424)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-21
IRS object ID
202001429349100010
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-21T11:33:51-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN475634424EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILKENS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILKBusinessNameControlTxt
Phone8022532876PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3265AddressLine1Txt
CitySTOWECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID WILKENSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8022532876PhoneNum
Signature2020-05-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY BLACKPreparerPersonNm
PTINP00295621PTIN
Phone2122970400PhoneNum
Preparation2020-05-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.35IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-20IPDt
IP Tm08:15:44IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id0FC5460241256066D74A2C5C66FD8B85E1F8608DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$27,681,837FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,900,525ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$38,992InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,992InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$627,698DividendsRevAndExpnssAmt
Dividends Net Invst Incm$627,698DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$365,373NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,660,764GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,938,708CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,932,588TotalRevAndExpnssAmt
Total Net Invst Incm$2,605,398TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,950AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$124,605OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$124,605OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,498TaxesRevAndExpnssAmt
Taxes Net Invst Incm$839TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$248OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$248OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$138,251TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$130,394TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,198TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$863,822ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$863,822ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,002,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$130,394TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$869,020TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,930,515ExcessRevenueOverExpensesAmt
Net Investment Income$2,475,004NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$442,550CashBOYAmt
Cash EOY$2,238,251CashEOYAmt
Cash EOYFMV$2,238,251CashEOYFMVAmt
US Government Obligations BOY$692,750USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,975,736USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,982,400USGovtObligationsEOYFMVAmt
Corporate Stock BOY$15,534,328CorporateStockBOYAmt
Corporate Stock EOY$14,178,230CorporateStockEOYAmt
Corporate Stock EOYFMV$18,276,366CorporateStockEOYFMVAmt
Other Investments BOY$3,466,295OtherInvestmentsBOYAmt
Other Investments EOY$3,674,221OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,184,820OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,135,923TotalAssetsBOYAmt
Total Assets EOY$23,066,438TotalAssetsEOYAmt
Total Assets EOYFMV$27,681,837TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$20,135,923RetainedEarningBOYAmt
Retained Earning EOY$23,066,438RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,135,923TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,066,438TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,135,923TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,066,438TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,135,923TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,930,515ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$23,066,438SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,066,438TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$9,443,873$9,347,581$96,292$96,292
PUBLICLY TRADED SECURITIESD$2,212,403$374,475$1,837,928$1,837,928
CAPITAL GAINS DIVIDENDSP$4,488$4,488$4,488
FieldValueIRS element (for citing)
Capital Gain Net Income$1,938,708CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$974,867AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$21,892,826NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044529DistributionYr1Rt
Adjusted Qlfy Distri Yr2$857,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$19,685,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043555DistributionYr2Rt
Adjusted Qlfy Distri Yr3$372AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$17,324,686NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000021DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,392,259NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.088105TotalDistributionRt
Average Distribution0.022026AverageDistributionRt
Net Vl Noncharitable Assets$24,467,598NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$538,923AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24,750NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$563,673AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,084,981QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$24,750InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,750SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,750TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$741EsPenaltyAmt
Tax Due$21,891TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID WILKENSIndividualWithBooksNm
Phone8022532876PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3265AddressLine1Txt
CitySTOWECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05672ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANK WILKENS III
PO BOX 3265STOWEVT05672PRESIDENT0.25$0$0$0
STEPHEN M WILKENS
PO BOX 3265STOWEVT05672VICE PRESIDENT0.25$0$0$0
DANIEL P WILKENS
PO BOX 3265STOWEVT05672SECRETARY0.25$0$0$0
DAVID T WILKENS
PO BOX 3265STOWEVT05672TREASURER0.25$0$0$0
SANDRA G WILKENS
PO BOX 3265STOWEVT05672DIRECTOR0.25$0$0$0
KAREN C WILKENS
PO BOX 3265STOWEVT05672DIRECTOR0.25$0$0$0
MOLLY A PINDELL
PO BOX 3265STOWEVT05672DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOCQUEVILLE SECURITIES LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line140 W 57TH STREET 19TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$122,706CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$22,884,290AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,955,911AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$24,840,201TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$24,840,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$372,603CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,467,598NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,223,380MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,223,380MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,750TaxBasedOnInvestmentIncomeAmt
Total Tax$24,750TotalTaxAmt
Distributable Before Adj$1,198,630DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,198,630DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,198,630DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$869,020ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$215,961SetAsideCashDistriTestAmt
Qualifying Distributions$1,084,981QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$24,750PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,060,231AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,198,630DistributableAsAdjustedAmt
Undistributed Income PY$1,079,804UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,084,981QualifyingDistributionsAmt
Applied To Year1$1,079,804AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,177AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,193,453UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BREAST FRIENDS
14050 SW PACIFIC HWY SUITE 201TIGARDOR97224PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$12,000
EDUCATION FOUNDATION OF PALM BEACH COUNTY INC
3300 FOREST HILL BLVD BUILDINGWEST PALM BEACHFL33406PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$53,990C-141
FEEDING AMERICA
35 E WACKER DR SUITE 2000CHICAGOIL60601PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$25,126
HOUSE OF RUTH
5 THOMAS CIRCLE NWWASHINGTONDC20005PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$12,563
JULIETTE'S HOUSE
1075 SW CEDARWOOD AVEMCMINNVILLEOR97128PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$15,961
LAMOILLE FAMILY CENTER
480 CADYS FALLS RDMORRISVILLEVT05661PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$20,311
LAMOILLE RESTORATIVE CENTER
PO BOX 148HYDE PARKVT05655PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$56,902
LORDS PLACE INC
2808 NORTH AUSTRALIAN AVEWEST PALM BEACHFL33407PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$53,990
LUND FAMILY CENTER INC
PO BOX 4009BULINGTONVT054064009PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$59,065
NORTH CENTRAL VERMONT RECOVERY CENTER
275 BROOKLYN ST 2MORRISVILLEVT05661PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$45,522
NORTHERN NEW ENGLAND SALVATION ARMY
PO BOX 3647PORTLANDME04104PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$87,942
PALM BEACH COUNTY LITERACY COALITION INC
3651 QUANTUM BLVDBOYNTON BEACHFL33426PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$53,990
RAPHAEL HOUSE OF PORTLAND
4110 SE HAWTHORNE BLVDPORTLANDOR97214PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$50,000
SPECTRUM INC
31 ELMWOOD AVEBURLINGTONVT05401PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$34,141
THE AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$90,329
THE FRIENDLY HOUSE
2617 NW SAVIER STPORTLANDOR97210PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$50,000
TRANSITIONS PROJECTS OF PORTLAND OREGON
665 NW HOYT STPORTLANDOR97209PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$60,000
TUALITY HEALTHCARE FOUNDATION
335 SE 8TH AVEHILLSBOROOR97123PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$10,000
YAMHILL COMMUNITY ACTION PARTNERSHIP
1317 NE DUSTIN COURTMCMINNVILLEOR97128PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$18,000
YWCA OF PALM BEACH COUNTY
1016 NORTH DIXIE HWYWEST PALM BEACHFL33401PCAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE$53,990
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$863,822TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SPECTRUM YOUTH & FAMILY SERVICESBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line131 ELMWOOD AVEAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05401ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeRESTRICTED TO RENOVATION OF THE PEARL STREET DROP-IN CENTERGrantOrContributionPurposeTxt
Amt$215,961Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$215,961TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,992ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$627,698ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$365,373ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,032,063ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,032,063TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MAUREEN P WILKENS TRUST UA 82516 - CLAT UAD 82516
12248 W HILL RDSTOWEVT056724000$2,233,997Yes (X)Yes (X)
MAUREEN P WILKENS TRUST UA 7116 - CLUT
22248 W HILL RDSTOWEVT056724000$666,528Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
110,500 SHARES HOME DEPOT STOCK$2,183,0552019-08-07
22,625 SHARES HOME DEPOT STOCK$617,9462019-08-07

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHNREZNICK LLPCategoryTxt
Amt$9,900Amt
Net Investment Income$4,950NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,950DisbursementsCharitablePrpsAmt

Cash Distribution Expln Stmt CashDistributionExplnStmt

FieldValueIRS element (for citing)
ExplanationTHE WILKENS FAMILY FOUNDATION IS INCLUDING IN ITS CASH DISTRIBUTIONS FOR 2019 A SET-ASIDE AMOUNT OF $215,961 TO SPECTRUM YOUTH & FAMILY SERVICES. THIS AMOUNT HAS BEEN SET ASIDE AS OF 12/2/19 AND IS FOR THE RENOVATION OF THE PEARL STREET DROP-IN CENTER. THE FUNDS WILL BE PAID AFTER THE CONSTRUCTION WORK HAS BEGUN AND ARE RESTRICTED TO THE CAPITAL PROJECT. THE PROJECT WILL NOT BE COMPLETED BY 12/31/19. CONSTRUCTION WAS BEGUN IN 2020 AND AMOUNTS WERE SUBSEQUENTLY PAID ON FEBRUARY 12, 2020.THE WILKENS FAMILY FOUNDATION WAS ESTABLISHED IN 2015 AND IS THEREFORE IN THE "START-UP" PERIOD. IT HAS DISTRIBUTED ITS "START-UP PERIOD MINIMUM AMOUNT" CALCULATED AS FOLLOWS:20% OF $859,874 - $171,97540% OF $978,162 - $391,26560% OF $1,087,582 - $652,54980% OF $1,198,630 - $958,904THE TOTAL REQUIRED START UP MINIMUM AMOUNT - $2,174,693THE FOUNDATION MADE THE FOLLOWING CASH DISTRIBUTIONS FOR CHARITABLE PURPOSES:2016 - $3722017 - $863,5162018 $981,9262019 - $869,020THE TOTAL OF $2,714,834 FOR THIS PERIOD HAS SATISFIED THE MINIMUM AMOUNT DUE.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$14,178,230EOYBookValueAmt
EOYFMV$18,276,366EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,975,736USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,982,400USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEXCHANGE TRADED FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$3,674,221BookValueAmt
EOYFMV$4,184,820EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE SUPPLIES AND EXPENSEDesc
Revenue And Expenses Per Books$248RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$248DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTOCQUEVILLE SECURITIES L.P.CategoryTxt
Amt$124,605Amt
Net Investment Income$124,605NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
MAUREEN WILKENS
2080 OYSTER HARBORSOSTERVILLEMA02655
MAUREEN P WILKENS TR UA 7116 - CLUT
2248 WEST HILL ROADSTOWEVT056724000
MAUREEN P WILKENS TRUST UA 82516 - CLAT UAD 82516
2248 WEST HILL ROADSTOWEVT056724000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$2,659$0$0
FOREIGN TAX PAID$839$839$0

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