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Josephine And Bernard Wilkinson Us Foundation is a private trust based in WOBURN, MA. The foundation received its IRS ruling in 2013. The principal officer is Aspen Tax Group Inc.. It holds total assets of $6M. Annual income is reported at $1.7M. Total assets have grown from N/A in 2013 to $6M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2023. The foundation primarily funds organizations in Massachusetts and Florida. According to available records, Josephine And Bernard Wilkinson Us Foundation has made 31 grants totaling $418K, with a median grant of $10K. Annual giving has grown from $180K in 2022 to $238K in 2023. Individual grants have ranged from $5K to $40K, with an average award of $13K. The foundation has supported 19 unique organizations. The foundation primarily supports organizations in Massachusetts, Virginia, Maine, which account for 81% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$10K
Median Grant
$10K
Average Grant
$13K
Largest Grant
$35K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Josephine And Bernard Wilkinson Us Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 31 grants. Its grantmaking reaches organizations primarily in MA, VA, ME.
Josephine And Bernard Wilkinson Us Foundation has distributed a total of $418K across 31 grants. The median grant size is $10K, with an average of $13K. Individual grants have ranged from $5K to $40K.
Josephine And Bernard Wilkinson Us Foundation typically selects its grantees rather than accepting unsolicited proposals.
Josephine And Bernard Wilkinson Us Foundation is headquartered in WOBURN, MA. While based in MA, the foundation distributes grants to organizations across 7 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Linda S Kennedy Dalby | TRUSTEE | $10K | $0 | $10K |
| David Summers | TRUSTEE | $0 | $0 | N/A |
Total Giving
$284K
Total Assets
$6M
Fair Market Value
$6.6M
Net Worth
$6M
Grants Paid
$238K
Contributions
$4.2M
Net Investment Income
$187K
Distribution Amount
$273K
Total: $5M
Total Grants
31
Total Giving
$418K
Average Grant
$13K
Median Grant
$10K
Unique Recipients
19
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Sjogrens FoundationRESEARCH | Reston, VA | $40K | 2023 |
| Closing The GapRESEARCH | Houston, TX | $30K | 2023 |
| Dana FarberRESEARCH | Boston, MA | $28K | 2023 |
| Dartmouth Health CharityRESEARCH | Bennington, VT | $20K | 2023 |
| Spaulding RehabRESEARCH | Boston, MA | $20K | 2023 |
| Alzheimer Disease ResearchRESEARCH | Boston, MA | $20K | 2023 |
| The Boston HouseSERVICES | Brookline, MA | $15K | 2023 |
| Perkins School For The BlindSERVICES | Watertown, MA | $10K | 2023 |
| The Leukemia & Lymphoma SocietyRESEARCH | Wellesley, MA | $10K | 2023 |
| United Midcoast CharitiesRESEARCH | Camden, ME | $10K | 2023 |
| Als AssociationRESEARCH | Wakefield, MA | $10K | 2023 |
| The Asher HouseSERVICES | Salem, OR | $10K | 2023 |
| Animal PadADMINISTRATIVE | La Mesa, CA | $5K | 2023 |
| Friends Of Queeche LibrarySERVICES | Quechee, VT | $5K | 2023 |
| Lucy Mackensie Humane SocietyADMINISTRATIVE | Brownville, VT | $5K | 2023 |
| Dana Farber CancerRESEARCH | Boston, MA | $20K | 2022 |
| Sjogren'S SyndromeRESERACH | Reston, VA | $20K | 2022 |
| Alzheimer'S Disease ResearchRESEARCH | Boston, MA | $10K | 2022 |
| The Leukemia And Lymphoma SocRESEARCH | Wellesley, MA | $5K | 2022 |