STOWE, VT
Wilkens Family Foundation
Quick Facts
- EIN
- 475634424
- Location
- STOWE, VT
- Category
- Philanthropy & Grantmaking
- Total Assets
- $38M
- Annual Income
- $10.8M
- IRS Ruling Year
- 2018
- Organization Type
- Corporation
- Principal Officer
- % Elizabeth Hw Fry
- Tax Deductibility
- Contributions are deductible
About This Foundation
Wilkens Family Foundation is a private corporation based in STOWE, VT. The foundation received its IRS ruling in 2018. The principal officer is % Elizabeth Hw Fry. It holds total assets of $38M. Annual income is reported at $10.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$2.2M
2023-1%
Total Assets
$35.4M
2023+6%
Fair Market Value
$49.8M
2023
Net Worth
$35.4M
2023
Grants Paid
$2M
2023
Contributions
$2.7M
2023
Net Investment Income
$1.3M
2023
Distribution Amount
$2.2M
2023
Total Giving by Year
$1M
19$1.6M
20$1.7M
21$2.2M
22$2.2M
23Asset Growth
$23.1M
19$28.1M
20$31.6M
21$33.5M
22$35.4M
23Investment Portfolio (2023)
Total: $29.8M
Corporate Stock: $29.8M
Other Investments: $4.1M
Cash: $3K
Corporate Stock (88%)
Other Investments (12%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$2M
Accounting Fees$7K
Revenue Sources (2023)
- Contributions
- $2.7M
- Dividends
- $1.1M
- Capital Gains (Net)
- $368K
Financial Details (2023)
- Total Revenue
- $4.1M
- Total Expenses
- $2.2M
- Exempt Purpose Expenses
- $2M
- Required Distribution
- $2.2M
- Undistributed Income
- $2.2M
- Total Liabilities
- $1
- Excise Tax
- $19K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
47
Total Giving
$2.9M
Average Grant
$63K
Median Grant
$52K
Total Giving by Year
$1.4M (23 grants)
20$1.5M (24 grants)
21Grant Range
Min$12K
Max$307K
Median: $52K
Smallest grantLargest grant
Openness to New Grantees (2021)
13%
of 2021 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
ME: $201K (2)
VT
VT: $762K (13)
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
MA: $307K (1)
CT
RI
OR
OR: $525K (15)
NV
WY
SD
IA
IA: $207K (2)
IL
IL: $348K (2)
IN
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
VA: $21K (1)
MD
DE
DC
DC: $29K (2)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
FL: $546K (9)
HI
TX
VT$762K (13)
FL$546K (9)
OR$525K (15)
IL$348K (2)
MA$307K (1)
IA$207K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Partners In HealthAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Boston, MA | $307K | 2021 |
| The American Red CrossAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Boone, IA | $116K | 2021 |
| Northern New England Salvation ArmyAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, ME | $113K | 2021 |
| Vermont FoodbankRESTRICTED TO THE LEADING WITH HEALTH CAPITAL CAMPAIGN | Barre, VT | $82K | 2021 |
| Lords Place IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $74K | 2021 |
| Education Foundation Of Palm Beach County IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $74K | 2021 |
| Ywca Of Palm Beach CountyAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $74K | 2021 |
| Palm Beach County Literacy Coalition IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Boynton Beach, FL | $74K | 2021 |
| Feeding AmericaAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Chicago, IL | $62K | 2021 |
| Transitions Projects Of Portland OregonAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $60K | 2021 |
| Lamoille Restorative CenterAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Hyde Park, VT | $60K | 2021 |
| Raphael House Of PortlandAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $60K | 2021 |
| The Friendly HouseAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $60K | 2021 |
| Northwest Family ServicesAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $50K | 2021 |
| Spectrum IncRESTRICTED TO THE MULTICULTURAL YOUTH PROGRAM | Burlington, VT | $50K | 2021 |
| Lamoille Family CenterRESTRICTED TO SUPPORT FOR DULCE | Morrisville, VT | $40K | 2021 |
| Capstone Community Action IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Barre, VT | $40K | 2021 |
| North Central Vermont Recovery CenterAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Morrisville, VT | $35K | 2021 |
| Juliette'S HouseAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Mcminnville, OR | $20K | 2021 |
| Tuality Healthcare FoundationAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Hillsboro, OR | $20K | 2021 |
| Yamhill Community Action PartnershipAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Mcminnville, OR | $20K | 2021 |
| Breast FriendsAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Tigard, OR | $17K | 2021 |
| House Of RuthAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Washington, DC | $16K | 2021 |
| United Way Of Palm Beach CountyAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $12K | 2021 |
| Feeding AmericaAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Chicago, IL | $287K | 2020 |
| Spectrum Youth & Family ServicesRESTRICTED TO RENOVATION OF THE PEARL STREET DROP-IN CENTER | Burlington, VT | $216K | 2020 |
| The American Red CrossAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Boone, IA | $90K | 2020 |
| Northern New England Salvation ArmyAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, ME | $88K | 2020 |
| Transitions Projects Of Portland OregonAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $60K | 2020 |
| Ywca Of Palm Beach CountyAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $60K | 2020 |
| Education Foundation Of Palm Beach County IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $60K | 2020 |
| Palm Beach County Literacy Coalition IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Boynton Beach, FL | $60K | 2020 |
| Lords Place IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | West Palm Beach, FL | $60K | 2020 |
| Lamoille Restorative CenterAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Hyde Park, VT | $57K | 2020 |
| Vermont FoodbankRESTRICTED TO THE LEADING WITH HEALTH CAPITAL CAMPAIGN | Barre, VT | $52K | 2020 |
| The Friendly HouseAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $50K | 2020 |
| Raphael House Of PortlandAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Portland, OR | $50K | 2020 |
| Lamoille Family CenterRESTRICTED TO SUPPORT FOR DULCE THROUGH 9/30/21 | Morrisville, VT | $35K | 2020 |
| Spectrum IncRESTRICTED TO THE MULTICULTURAL YOUTH PROGRAM | Burlington, VT | $35K | 2020 |
| Capstone Community Action IncAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Barre, VT | $30K | 2020 |
| North Central Vermont Recovery CenterAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Morrisville, VT | $30K | 2020 |
| The Salvation ArmyRESTRICTED TO OREGON WILDFIRE RELIEF | Alexandria, VA | $21K | 2020 |
| Yamhill Community Action PartnershipAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Mcminnville, OR | $18K | 2020 |
| Juliette'S HouseAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Mcminnville, OR | $16K | 2020 |
| House Of RuthAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Washington, DC | $13K | 2020 |
| Breast FriendsAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Tigard, OR | $12K | 2020 |
| Tuality Healthcare FoundationAN UNRESTRICTED GRANT TO FURTHER DONEE'S EXEMPT PURPOSE | Hillsboro, OR | $12K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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