WILKERSON SCHOLORSHIP FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WILKERSON SCHOLORSHIP FUND (EIN 06-1617537)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349103785
Schema version
2018v3.1
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)
Return2019-11-14T10:24:58-00:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Thomas D Rich CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12067 Barnum Avenue Unit DAddressLine1Txt
CityStratfordCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06615ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061617537EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILKERSON SCHOLARSHIP FUND LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILKBusinessNameControlTxt
Phone2038533030PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 BELDEN AVENUEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06851ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN RUSSOPersonNm
Person TitleTRUSTEEPersonTitleTxt
Signature2019-11-14SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas D RichPreparerPersonNm
Phone2033751105PhoneNum
Preparation2019-11-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.57.196.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm21:08:14IPTm
IP TimezoneESIPTimezoneCd
Federal Original Submission Id0609322019135si98g99FederalOriginalSubmissionId
Federal Original Submission Id2019-11-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCC3168DDD68B87D6D76CF8162EF9226BE51684BFAtSubmissionCreationDeviceId
At Submission Filing Device IdCC3168DDD68B87D6D76CF8162EF9226BE51684BFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$619,692FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$106InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$106InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,276DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,276DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$44,382TotalRevAndExpnssAmt
Total Net Invst Incm$44,382TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,225AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$813TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,007OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,045TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$17,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$17,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,045TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$17,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,337ExcessRevenueOverExpensesAmt
Net Investment Income$44,382NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,302CashBOYAmt
Cash EOY$26,677CashEOYAmt
Cash EOYFMV$26,677CashEOYFMVAmt
Corporate Bonds BOY$575,053CorporateBondsBOYAmt
Corporate Bonds EOY$593,015CorporateBondsEOYAmt
Corporate Bonds EOYFMV$593,015CorporateBondsEOYFMVAmt
Total Assets BOY$598,355TotalAssetsBOYAmt
Total Assets EOY$619,692TotalAssetsEOYAmt
Total Assets EOYFMV$619,692TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$598,355RetainedEarningBOYAmt
Retained Earning EOY$619,692RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$598,355TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$619,692TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$598,355TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$619,692TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$598,355TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,337ExcessRevenueOverExpensesAmt
Subtotal$619,692SubtotalAmt
Tot Net Ast Or Fund Balances EOY$619,692TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,525AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$11,957AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$15,836AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$18,210AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$14,219AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$610,397NetVlNoncharitableAssetsAmt
Net Investment Income Pct$444NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$444AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$444InvestmentIncomeExciseTaxAmt
Subtotal$444SubtotalAmt
Tax Based On Investment Income$444TaxBasedOnInvestmentIncomeAmt
Tax Due$444TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN RUSSOIndividualWithBooksNm
Phone2038992780PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 BELDEN AVENUEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06851ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSUSAN RUSSOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111 SILWEN LANEAddressLine1Txt
CityNORWALKCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06851ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos001.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE WILKERSON SCHOLARSHIP FUND PROVIDED 19 SCHOLARSHIPS TO LOCAL STUDENTS IN ACCORDANCE WITH THE FUNDS EXEMPT PURPOSE.Description1Txt
Expenses1$0Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$593,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,677AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$619,692TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$619,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,295CashDeemedCharitableAmt
Net Vl Noncharitable Assets$610,397NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,520MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,520MinimumInvestmentReturnAmt
Tax Based On Investment Income$444TaxBasedOnInvestmentIncomeAmt
Total Tax$444TotalTaxAmt
Distributable Before Adj$30,076DistributableBeforeAdjAmt
Distributable Before Ded$30,076DistributableBeforeDedAmt
Distributable As Adjusted$30,076DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$17,000ExpensesAndContributionsAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$444PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,556AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,076DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$18,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$12,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$78,300TotalExcessDistributionCyovAmt
Qualifying Distributions$17,000QualifyingDistributionsAmt
Applied To Current Year$17,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$13,076ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,076ExcessDistributionCyovAppCYAmt
Total Corpus$65,224TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,424ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,800ExcessDistriCyovToNextYrAmt
Excess From Year4$18,500ExcessFromYear4Amt
Excess From Year3$16,000ExcessFromYear3Amt
Excess From Year2$12,300ExcessFromYear2Amt
Excess From Year1$17,000ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sean Waters
347 Oaklawn AvenueStamfordCT06905Scholarship$2,000
Gabriella Duran
29 Ridge AvenueBridgeportCT06604Scholarship$2,000
Kenniece Coker
1 Rockfield DriveStamfordCT06902Scholarship$2,000
Marissa Howlett
71 Birdsey StreetBridgeportCT06610Scholarship$2,000
Ajsa Vega
505 Westport AvenueNorwalkCT06851Scholarship$2,000
Gabriela Nunez
5 Amundesn StreetNorwalkCT06855Scholarship$2,000
Izaac Ballard
24 Third StreetNorwalkCT06855Scholarship$2,000
Isabel Herrera
1 Third AvenueNoralkCT06855Scholarship$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$17,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,276RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$44,276RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,276TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryThomas D. Rich, CPACategoryTxt
Amt$1,225Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CVA$31,603$31,603
HBI$31,521$31,521
HPT$29,979$29,979
FIDELITY ADVISOR$30,737$30,737
PRUDENTIAL JENNISON SELECT$25,864$25,864
MIC$31,567$31,567
YACKTMAN FUND SERVICE$26,462$26,462
PFE$31,606$31,606
AGIC CONV INCOME FD COM$31,656$31,656
ALLIANZ AGIC INCOME GROWTH$45,857$45,857
FIDELITY ADVISOR HEALTH CARE$32,535$32,535
HANCOCK JOHN PFD INCOME$27,213$27,213
FS INVT CORP COM$24,450$24,450
PGP$31,521$31,521
RDSA$31,537$31,537
SIR$31,537$31,537
SNH$31,502$31,502
VZ$31,427$31,427
FSUTX$34,441$34,441

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Management Fees$2,958
Miscellaneous$1,019
Bank Charges$30

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome TaxCategoryTxt
Amt$813Amt

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