Josephine And Bernard Wilkinson Us Foundation
- Assets
- $1.9m
- Revenue
- $84.7k
- Investments
- $1.8m
- Employees
- 0
- Location
- Winchester, MA
- Founding
- 08/2013
- Data as of
- 12/2021
- EIN
- 46-2482110
Organization Overview
Josephine And Bernard Wilkinson Us Foundation is located in Winchester, MA. The organization was established in 2013. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Josephine And Bernard Wilkinson Us Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Josephine And Bernard Wilkinson Us Foundation generated $84.7k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.9%) each year. All expenses for the organization totaled $198.8k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Josephine And Bernard Wilkinson Us Foundation has awarded 36 individual grants totaling $425,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Linda S Kennedy Dalby Trustee | 1.25 | $6,064 | |
David Summers Trustee | 1.25 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $13 |
| Dividends & Interest | $50,354 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $34,330 |
| Capital Gain Net Income | $34,330 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $84,697 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $6,064 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $2,784 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $403 |
| Total operating and administrative expenses | $28,783 |
| Contributions, gifts, grants paid | $170,000 |
| Total expenses and disbursements | $198,783 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $150,209 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $32,155 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,934,903 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Josephine And Bernard Wilkinson Us Foundation has awarded $170,000 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
SJOGRENS SYNDROME PURPOSE: MEDICAL RESEARCH | $30,000 |
Scituate, MA PURPOSE: MEDICAL RESEARCH | $25,000 |
CAMDEN HOME NURSING PURPOSE: SERVICES | $15,000 |
ASTRA ZENECA HOPE LODGE BOSTON PURPOSE: SERVICES | $10,000 |
SUSAN G KOMEN PURPOSE: MEDICAL RESEARCH | $10,000 |
SPAULDING REHAB PURPOSE: SERVICES | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
S & G Foundation albany, NY | $1,180,089,159 | $294,936,683 |
Steven & Alexandra Cohen Foundation Inc Stamford, CT | $524,605,658 | $98,007,018 |
Starr Foundation New York, NY | $1,351,331,495 | $187,314,215 |
Robertson Foundation New York, NY | $308,129,047 | $104,540,927 |
William Randolph Hearst Foundation New York, NY | $0 | $92,096,829 |
Foundation For A Just Society New York, NY | $0 | $262,120,919 |
Surdna Foundation Inc New York, NY | $0 | $71,392,126 |
Carson Fam Charitable Tr New York, NY | $302,357,968 | $144,716,166 |
Blavatnik Family Foundation 2020 New York, NY | $0 | $14,146 |
Henry Luce Foundation Inc New York, NY | $1,226,277,880 | $84,818,070 |
Paul E Singer Foundation New York, NY | $412,018,579 | $19,273,091 |
Bernard And Anne Spitzer Charitable Tr New York, NY | $0 | $17,565,686 |