Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 02-01-2020 , and ending 01-31-2021
Name of foundation
WILKINSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)13765 WATERLOO
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHELSEA, MI48118
A Employer identification number

38-6497639
B Telephone number (see instructions)

(734) 904-1484
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,754,704J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 43 43 43
4 Dividends and interest from securities... 169,911 169,911 169,911
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 219,380
b Gross sales price for all assets on line 6a 2,887,486
7 Capital gain net income (from Part IV, line 2)... 178,136
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 389,334 348,090 169,954
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,250 2,250    
c Other professional fees (attach schedule).... Click to see attachment 34,466 31,466    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,180 2,180    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 360 360    
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,256 36,256   0
25 Contributions, gifts, grants paid....... 351,850 351,850
26 Total expenses and disbursements. Add lines 24 and 25 391,106 36,256   351,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,772
b Net investment income (if negative, enter -0-) 311,834
c Adjusted net income (if negative, enter -0-)... 169,954
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 118,413 79,135 79,135
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,711,247 Click to see attachment3,860,622 5,059,518
c Investments—corporate bonds (attach schedule)....... 2,600,422 Click to see attachment2,488,553 2,616,051
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,430,082 6,428,310 7,754,704
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,735,956 1,735,956
27 Paid-in or capital surplus, or land, bldg., and equipment fund 267,865 267,865
28 Retained earnings, accumulated income, endowment, or other funds 4,426,261 4,424,489
29 Total net assets or fund balances (see instructions)..... 6,430,082 6,428,310
30 Total liabilities and net assets/fund balances (see instructions). 6,430,082 6,428,310
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,430,082
2
Enter amount from Part I, line 27a .....................
2
-1,772
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,428,310
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,428,310
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 178,136
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,334
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,334
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,334
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 69
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 4,403
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGUERIN S WILKINSON Telephone no.bullet (734) 904-1484

    Located atbullet2170 S ZEEB ROADANN ARBORMI ZIP+4bullet48103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DR STEPHEN WILKINSON PRESIDENT
    2.00     		0 0 0
    925 UPPER BRANCH CREEK
    MARSHALL,NC28753
    GUERIN S WILKINSON TREASURER
    5.00     		0 0 0
    2170 S ZEEB ROAD
    ANN ARBOR,MI48103
    TODD S WILKINSON SECRETARY
    2.00     		0 0 0
    708 PARKMAN
    BLOOMFIELD HILLS,MI48304
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,456,080
    b
    Average of monthly cash balances.......................
    1b
    98,914
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,554,994
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,554,994
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    113,325
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,441,669
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    372,083
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    372,083
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,334
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,334
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    367,749
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    367,749
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    367,749
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    351,850
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    351,850
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    351,850
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 367,749
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 21,404
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 351,850
    a Applied to 2019, but not more than line 2a 21,404
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 330,446
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		37,303
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CATHEDRAL CAPITAL FUND
    1275 SACREMENTO
    SAN FRANCISCO,CA94108     		  501C(3) COMMUNITY 8,000
    CATHEDRAL SCHOOL
    1275 SACREMENTO
    SAN FRANCISCO,CA94108     		  SCHOOL EDUCATION 1,000
    CATHEDRAL SCHOOL
    1275 SACREMENTO
    SAN FRANCISCO,CA94108     		  SCHOOL EDUCATION 2,000
    CITY HOPE
    45 OLIVE ST
    SAN FRANCISCO,CA94109     		  501C3 COMMUNITY 2,000
    BURKES SCHOOL FOR GIRLS
    7070 CALIFORNIA
    SAN FRANCISCO,CA94121     		  SCHOOL EDUCATION 7,000
    SANTA CATALINA SCHOOL
    1500 MARK THOMAS DR
    MONTEREY,CA93940     		  SCHOOL EDUCATION 3,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		  SCHOOL EDUCATION 3,000
    SF BAY AREA COUNCIL BSA
    1001 DAVIS ST
    SAN LEANDRO,CA94577     		  501C(3) COMMNITY 2,000
    THE BRANSON SCHOOL
    39 FERNHILL AVE
    ROSS,CA94957     		  SCHOOL EDUCATION 10,000
    WFMU
    PO BOX 2011
    JERSEY CITY,NJ07303     		  501C(3) COMMUNITY 1,250
    KLAMATH SISKIYOU WILDLIFE CTR
    PO BOX 102
    ASHLAND,OR97520     		  501C3 COMMUNITY 500
    CORNER HEALTH CENTER
    47 N HURON
    YPSILANTI,MI48197     		  501C(3) COMMUNITY 1,000
    FOOD GATHERERS
    1 CARROT WAY
    ANN ARBOR,MI48105     		  501C(3) COMMUNITY 3,000
    OZONE HOUSE
    1705 WASHTENAW
    ANN ARBOR,MI48104     		  501C(3) COMMUNITY 1,000
    HURON RIVER WATERSHED COUNCIL
    1000 N MAIN
    ANN ARBOR,MI48104     		  501C(3) COMMUNITY 1,000
    WDET
    4600 CASS AVE
    DETROIT,MI48201     		  501C(3) COMMUNITY 500
    FAITH IN ACTION
    603 S MAIN ST
    CHELSEA,MI48118     		  501C(3) COMMNITY 1,000
    BALLET CHELSEA
    1050 S MAIN ST
    CHELSEA,MI48130     		  501 C(3) COMMUNITY 5,000
    AVALON HOUSING
    404 W WASHIGTON
    ANN ARBOR,MI48104     		  501 (3) COMMNITY 9,250
    THINK DETROUT PAL
    111 WEST WILLIS
    DETOIT,MI48226     		  501C(3) COMMUNITY 500
    JACKSON SYPHONY ORCHESTRA
    215 W MICHIGAN
    JACKSON,MI49201     		  501(C) 3 COMMUNITY 1,000
    MEDICINES SANS FRONTIERS
    40 RECTOR ST 16TH FLR
    NEW YORK,NY10001     		  501C(3) COMMUNITY 5,500
    THE ARK
    MAIN ST
    ANN ARBOR,MI48104     		  501C(3) COMMUNITY 500
    DETROIT INSTITURE OF ARTS
    5200 WOODWARD
    DETROIT,MI48202     		  501C(3) COMMU NITY 5,600
    CAPUCHIN SOUP KITCHEN
    1760 MT ELLIOTT
    DETROIT,MI48207     		  501C(3) COMMUNITY 1,000
    NEIGHBORHOOD CLUB
    17150 WATERLOO
    GROSSE POINT,MI48230     		  501C(3) COMMUNITY 500
    BELLE ISLE CONVERSANCY
    4 INSELRUHE
    DETROIT,MI48207     		  501C(3) COMMUNITY 500
    SALVATION ARMY
    16030 NORTHLAND DR
    SOUTHFIELD,MI48075     		  501C(3) COMMUNITY 2,000
    DETROIT ZOO
    8450W TEN MILE RD
    ROYAL OAK,MI48067     		  501C(3) COMMUNITY 4,500
    HABITAT FOR HUMMANITY
    500 WASHINGTON ST
    SAN FRANCISCO,CA94111     		  501C(3) COMMUNITY 500
    COMPASSION & CHOICES
    PO BOX 485
    ETNA,NH03750     		  501C(3) COMMUNITY 500
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER
    ROCHESTER,MI48307     		  501C(3) COMMUNITY 4,500
    HEIFER INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		  501C(3) COMMUNITY 1,000
    WORLD WILDLIFE FUND
    125024TH ST
    WASHINGTON,DC20037     		  501C(3) COMMUNITY 1,000
    MERCY CORPS
    45 SW ANKENY
    PORTLAND,OR97204     		  501C(3) COMMUNITY 2,000
    LIONS LAKE BEAR CLUB
    3409 5 LAKES RD
    LAPEER,MI48446     		  501C(3) COMMUNITY 5,000
    CASS CLINIC
    3745 CASS AVE
    DETROIT,MI48201     		  501C(3) COMMUNITY 10,000
    HUMANE SOCIETY OF MACOMB
    11350 22 MILE RD
    UTICA,MI48317     		  501C(3) COMMUNITY 3,000
    SALAVATION ARMY
    16030 NORTHLAND DR
    SOUTHFIELD,MI48075     		  501C(3) COMMUNITY 1,000
    COTS
    26 PETERBORO
    DETROIT,MI48201     		  501C(3) COMMUNITY 4,000
    GP CRISIS CLUB
    18640 MACK AVE
    GROSSE POINT FARMS,MI48236     		  501 C(3) COMMUNITY 10,000
    TOWN OF HOLLIS
    34 TOWN FARM RD
    HOLLIS,ME04042     		  501C(3) COMMUNITY 5,000
    SACO RIVER THEATRE
    29 SALMON FALLS
    BUXTON,ME04093     		  501C(3) COMMUNITY 3,000
    MAINE CHILDREN'S CANCER FOUND
    22 BRAMHALL ST
    PORTLAND,ME04102     		  501C(3) COMMUNITY 1,000
    MAINE PUBLIC RADIO
    65 TEXAS AVE
    BANGOR,ME04401     		  501C(3) COMUNITY 3,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL RD
    AUBURN,ME04210     		  501C(3) COMMUNITY 8,000
    THE LOCKER PROJECT
    73 FEDERAL ST
    PORTLAND,ME04101     		  501C(3) COMMUNITY 5,000
    AMERICAN FRIENDS OF THE BAJIO
    3510 ANDREWS LANE
    RALEIGH,NC27607     		  501C(3) COMMUNITY 5,000
    BATS
    217 N OAK AVE
    MINERAL WELLS,TX76067     		  501C(3) COMMUNITY 5,000
    NC ARBORETEUM
    100 FREDERICK LAW OLMSTEA
    ASHEVILLE,NC28806     		  501C3) COMMUNTY 5,000
    GRANGER COUNTY HUMANE SOCIETY
    PO BOX 229
    RUTLEDGE,TN37861     		  501C(3) COMMUNITY 2,000
    FRIENDS OF MADISON COUNTY ANIMALS
    107 S MAIN ST
    MARSHALL,NC28753     		  51C(3) COMMUNITY 2,000
    BROTHER WOLF ANIMAL SHELTER
    31 GLENDALE AVE
    ASHVILLE,NC28804     		  501C(3) COMMUNITY 5,000
    SEED SAVERS EXCHANGE
    3094 NORTH WINN RD
    DECORAH,IA52101     		  501C(3) COMMUNITY 1,000
    MADISON COUNTY ANIMAL SHELTER
    389 LONG BRANCH RD
    MARSHALL,NC28753     		  501C(3) COMMUNITY 6,000
    WEST NORTH CAROLINA NATURE CENTER
    75 GASHES CREEK RD
    ASHEVILLE,NC28805     		  501C(30 COMMUNITY 2,000
    SOUTHERN APPALACHIAN HIGHLAND CONS
    34 WALL ST
    ASHVILLE,NC28801     		  501C(3) COMMUNITY 1,000
    HOUSING CORPORATION OF ARLINGTON
    252 MASSACHUSETTS
    ARLINGTON,MA02474     		  501C(30 COMMUNITY 1,000
    NEGEF
    52 STATE ST
    MONTPELIER,VT05602     		  501C(3) COMMUNITY 5,000
    MARGARET FULLER HOUSE
    71 CHERRY ST
    CAMBRIDGE,MA02139     		  501C(3) COMMUNITY 1,500
    ALTERNATIVES FOR CMTY AND EVT
    2201 WASHINGTON
    ROXBURY,MA02119     		  501C(3) COMMUNITY 6,000
    GREATER BOSTON FOOD BANK
    70 BAY AVE
    BOSTON,MA02118     		  501C(3) COMMUNITY 2,000
    FRIEDNS OF THE ROBBINS LIBRARY
    700 MASS AVE
    ARLINGTON,MA02476     		  501C(3) COMMUNITY 1,000
    FRIENDS OF THE ARLINGTON COUNCIL A
    9 AMHERST ST
    ARLINGTON,MA02474     		  501C(3) COMMUNITY 1,500
    FOOD LINK MA
    17 IRVING ST
    ARLINGTON,MA02476     		  501C(3) COMMUNITY 3,000
    ARLINGTON FOOD PANTRY
    74 PLEASNT ST
    ARLINGTON,MA02476     		  501C(3) COMMUNITY 1,000
    ARTLAB J
    111 E KIRBY ST
    DETROIT,MI48202     		  501C(3) COMMUNITY 3,000
    COMMON GROUND
    1410 S TELEGRAPH
    BLOOMFIELD HILLS,MI48302     		  501C(3) COMMUNITY 2,000
    DETROIT HISTORICAL SOCIETY
    5401 WOODWARD AVE
    DETROIT,MI48202     		  501C(3) COMMUNITY 3,000
    HISTORICAL SOCIETY OF MCIHIGAN
    7435 WESTSHIRE
    LANSING,MI48917     		  501C(3) COMMUNITY 3,000
    MICHIGAN SCHOOL OF PSYCHOLOGY
    26811 ORCHARD LAKE RD
    FARMINGTON HILLS,MI48334     		  501C(3) EDUCATION 10,000
    NORTHERN MICHIGAN UNIVERSITY
    1401 PRESQUE ISLE
    MARQUETTE,MI49855     		  501C(3) EDUCATION 1,000
    SIERRA CLUB MICHIGAN CHAPTER
    109 E CESAR E CHAVEZ AVE
    LANSING,MI48906     		  501C(3) COMMUNITY 1,000
    CONCORD HILL SCHOOL
    6050 WISCONSIN AVE
    CHEVY CHASE,MD20815     		  501C(3) EDUCATION 1,500
    HARVARD
    124 MOUNT AUBURN
    CAMBRIDGE,MA02138     		  501C(3) EDUCATION 500
    FORGOTTEN HARVEST
    21800 GREENFIELD RD
    OAK PARK,MI48237     		  501C(3) COMMUNITY 5,000
    ST LOUIS PRIORY SCHOOL
    500 S MASON
    ST LOUIS,MO63141     		  SCHOOL EDUCATION 5,000
    PERC
    502 SOUTH 19TH AVE
    BOZEMAN,MT59718     		  501C(30 COMMUNITY 3,000
    FEE
    30 S BROADWAY
    IRVINGTON,NY10533     		  51C(3) COMMUNITY 5,000
    HIGH POINT UNIVERSITY
    ONE UNIVERSITY PARKWAY
    HIGH POINT,NC27268     		  SCHOOL EDUCATION 10,000
    ST LUKES HOSPITAL
    232 S WOODS MILL RD
    CHESTERFIELD,MO63017     		  501C(3) COMMUNITY 1,000
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR
    ARLINGTON,VA22203     		  501C(3) COMMUNITY 1,500
    DETROIT RESCUE MISSION
    150 STIMSON ST
    DETROIT,MI48201     		  501C(3) COMMUNITY 1,000
    FOUR CORNERS EQUINE RESCUE
    22 ROAD 3334
    AXTEC,NM87410     		  501C(3) CIOMMUINITY 500
    USO
    PO BOX 96860
    WASHINGTON,DC20077     		  501C(3) COMMUNITY 1,000
    GUIDE DOGS FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER HILLS,MI48307     		  501C3 SOCAIL WELFARE 2,000
    ST MARYS CATHOLIC SCHOOL
    4701 S GRAND BLVD
    ST LOUIS,MO63111     		  SCHOOL EDUCATION 10,000
    COVENANT CHRISTIAN SCHOOL
    2143 N BALLAS RD
    ST LOUIS,MO63131     		  SCHOOL EDUCATION 3,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		  COLLEGE EDUCATION 3,000
    FEEDING AMERICA
    864 W RIVER CENTER DR NE
    COMSTOCK PARK,MI49231     		  501C3 COMMUNITY 13,000
    FLINT PUBLIC ART PROJECT
    615 SAGINAW ST SUITE 4006
    FLINT,MI48502     		  501C3 COMMNITY 4,000
    JACKSON COMMUITY FOOD PANTRY
    701 GREENWOOD AVE
    JACKSON,MI49203     		  501C3 COMMUNITY 2,000
    DETROIT RESCUE MISSION
    150 STIMSON ST
    DETROIT,MI48201     		  501C3 COMMUNITY 1,000
    CAPUCHIN SOUP KITCHEN
    1820 MT ELLIOT ST
    DETROIT,MI48207     		  501C3 COMMUNITY 2,000
    GROSSE POINTE HISTORICAL SOC
    376 KERCHEVAL
    GROSSE POINTE FARMS,MI48236     		  501C3 COMMUNITY 5,000
    GROSSE POINTE THEATER
    315 FISHER ROAD
    GROSSE POINTE,MI48230     		  501C3 COMMUNITY 1,000
    RACQUET UP
    18100 MEYERS
    DETROIT,MI48235     		  501C3 COMMUNITY 250
    PREBLE STREET
    38 PREBLE ST
    PORTLAND,ME04101     		  501C3 COMMUNITY 5,000
    BETHESDA PROJECT
    1630 SOUTH STREET
    PHILADELPHIA,PA19146     		  501C3 COMMUNITY 5,000
    ENGLEWOOD MUSEUM
    604 W PERRY ST
    ENGLEWOOD,FL34223     		  501C3 COMMUNITY 5,000
    AFFIRM RESEARCH
    PO BOX 503
    WILLIAMSTON,MA01267     		  501C3 COMMUNITY 7,000
    MOTHER OUT FRONT
    45 WEST 36TH ST
    NEW YORK,NY10018     		  501C3 COMMUNITY 12,000
    HER ACADEMY
    65 S DREXEL AVE
    BEXLEY,OH43209     		  501C3 COMMUNITY 2,000
    LIGHTHOUSE OF OAKLAND COUNTY
    46156 WOODWARD AVE
    PONTIAC,MI48342     		  501C3 COMMUNITY 5,000
    Total .................................bullet 3a 351,850
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 43  
    4 Dividends and interest from securities....     14 169,827 84
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 178,136 41,244
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   348,006 41,328
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    389,334
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 2,250 2,250    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    FIDELITY SHORT TERM 2020-06 PURCHASE 2020-11   757,619 740,919     16,700  
    FIDELITY LONG TERM 2015-12 PURCHASE 2020-11   1,951,731 1,927,187     24,544  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Name of Bond End of Year Book Value End of Year Fair Market Value
      2,488,553 2,616,051

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK FUNDS 3,305,449 4,404,127
    ETFS 555,173 655,391

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 34,466 31,466    


    TY 2020 TaxesSchedule
    Name:
    WILKINSON FOUNDATION
    EIN:
    38-6497639
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 2,180 2,180