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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
JAMES AND MILDRED WILKINSON CHARITABLE
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)928 HARVEST STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DURHAM, NC27704
A Employer identification number

47-2521862
B Telephone number (see instructions)

(919) 868-4960
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$8,761,769J 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) 3,675,441
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 91,471 91,471  
5a Gross rents............ 32,199 32,199  
b Net rental income or (loss) 18,408
6a Net gain or (loss) from sale of assets not on line 10 182,808
b Gross sales price for all assets on line 6a 833,643
7 Capital gain net income (from Part IV, line 2)... 182,808
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)....... Click to see attachment 4,109 4,062  
12 Total. Add lines 1 through 11........ 3,986,028 310,540  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 230,000 0   115,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 38,506 0   19,253
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,289 0   16,299
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,933 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 13,791 13,791  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 56,202 41,444   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 365,721 55,235   150,552
25 Contributions, gifts, grants paid....... 176,840 176,840
26 Total expenses and disbursements. Add lines 24 and 25 542,561 55,235   327,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,443,467
b Net investment income (if negative, enter -0-) 255,305
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 94,360 128,376 128,376
2 Savings and temporary cash investments......... 23,699 193,803 193,803
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) 166,313 Click to see attachment131,112 133,890
b Investments—corporate stock (attach schedule)....... 1,516,440 Click to see attachment5,760,843 6,295,931
c Investments—corporate bonds (attach schedule)....... 375,766 Click to see attachment324,074 338,280
11 Investments—land, buildings, and equipment: basis bullet782,311
Less: accumulated depreciation (attach schedule) bullet81,022 715,080 Click to see attachment701,289 701,289
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) Click to see attachment1,917,340 Click to see attachment970,200 Click to see attachment970,200
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,808,998 8,209,697 8,761,769
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)...... 42,768  
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 42,768 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,766,230 8,209,697
29 Total net assets or fund balances (see instructions)..... 4,766,230 8,209,697
30 Total liabilities and net assets/fund balances (see instructions). 4,808,998 8,209,697
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
4,766,230
2
Enter amount from Part I, line 27a .....................
2
3,443,467
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,209,697
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,209,697
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1 a LPL - PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 833,045   650,835 182,210
b 598     598
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       182,210
b       598
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 2 182,808
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 3,549
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,549
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,320
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,820
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 9
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,262
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,262 RefundedBullet 11 0
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletCHARLES T WILKINSON Telephone no.bullet (919) 868-4960

    Located atbullet928 HARVEST STREETDURHAMNC ZIP+4bullet27704
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    No
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    CHARLES T WILKINSON DIRECTOR/CO-CHAIRMAN/PRESI
    15.00     		60,000 0 5,844
    928 HARVEST STREET
    DURHAM,NC27704
    ANDREW WILKINSON DIRECTOR/VICE PRES PUBLIC
    6.00     		35,000 0 17,473
    928 HARVEST STREET
    DURHAM,NC27704
    JENNIFER ROGERS DIRECTOR/SECRETARY
    6.00     		35,000 0 0
    928 HARVEST STREET
    DURHAM,NC27704
    AARON WILKINSON DIRECTOR/TREASURER
    6.00     		35,000 0 15,189
    928 HARVEST STREET
    DURHAM,NC27704
    MICHAEL E HALL DIRECTOR
    3.00     		40,000 0 0
    2027 BLACK WALNUT FARM ROAD
    HILLSBOROUGH,NC27278
    BILL SELF DIRECTOR
    3.00     		25,000 0 0
    601 HILLSIDE DRIVE NORTH UNIT 4302
    NORTH MYRTLE BEACH,SC29582
    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 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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 VIII-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    4,636,483
    b
    Average of monthly cash balances.......................
    1b
    36,449
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,277,655
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,950,587
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,950,587
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    89,259
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,861,328
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    293,066
    Part X
    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 IX, line 6..................
    1
    293,066
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,549
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,549
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    289,517
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    289,517
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    289,517
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 289,517
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 167,802
    c From 2018...... 88,093
    d From 2019...... 60,158
    e From 2020...... 132,822
    f Total of lines 3a through e ........ 448,875
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 327,392
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 289,517
    e Remaining amount distributed out of corpus 37,875
    5 Excess distributions carryover applied to 2021. 0 0
    (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 5 486,750
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		486,750
    10 Analysis of line 9:
    a Excess from 2017.... 167,802
    b Excess from 2018.... 88,093
    c Excess from 2019.... 60,158
    d Excess from 2020.... 132,822
    e Excess from 2021.... 37,875
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN RED CROSS - TRIANGLE AREA CHAPTER
    100 N PEARTREE LANE
    RALEIGH,NC27610     		NONE NC SUPPORT FOR VICTIMS OF DISASTER 10,000
    APS OF DURHAM
    2117 E CLUB BLVD
    DURHAM,NC27704     		NONE NC SUPPORT FOR HOMELESS DOMESTIC ANIMALS 5,000
    BOYS AND GIRLS CLUBS OF DURHAM
    808 E PETTIGREW ST
    DURHAM,NC27701     		NONE PC SUPPORT THE EDUCATION AND PROTECTION OF YOUTH BY PROVIDING SAFE ALTERNATIVES 2,500
    CAMPBELL UNIVERSITY
    143 MAIN STREET
    BUIES CREEK,NC27506     		NONE NC SUPPORT FOR EDUCATIONAL SCHOLARSHIPS 10,000
    CORRAL RIDING ACADEMY
    3624 KILDAIRE FARM ROAD
    CARY,NC27518     		NONE NC SUPPORT FOR AT-RISK GIRLS THROUGH THERAPEUTIC HORSEBACK RIDING 13,500
    ENO RIVER ASSOCIATION
    4404 GUESS ROAD
    DURHAM,NC27712     		NONE PC SUPPORT FOR ENO RIVER CONSERVATION EFFORTS 5,000
    FAMILIES MOVING FORWARD
    300 N QUEEN ST
    DURHAM,NC27701     		NONE NC SUPPORT TEMPORARY HOUSEING TO FAMILIES WITH CHILDREN IN CRISIS OF HOMELESSNESS 437
    HABITAT FOR HUMANITY OF DURHAM
    215 N CHURCH STREET
    DURHAM,NC27701     		NONE NC SUPPORT FOR AFFORDABLE HOME OWNERSHIP 12,500
    INSTITUTE OF NET
    3505 FAIRSTONE ROAD
    WAKE FOREST,NC27587     		NONE NC SUPPORT SMALL NONPROFITS BY TEACHING EVENT PLANNING AND ACTUALLY PLANNING EVENTS FOR NONPROFITS 5,000
    INTER-FAITH FOOD SHUTTLE
    PO BOX 14638
    RALEIGH,NC27620     		NONE NC SUPPORT SOLUTIONS FOR ENDING HUNGER IN THE COMMUNITY 10,000
    MEREDITH AUTISM PROGRAM
    3800 HILLSBOROUGH STREET
    RALEIGH,NC27607     		NONE NC SUPPORT EARLY INTERVENTION SERVICES FOR AUTISTIC CHILDREN 12,500
    METHODIST HOME FOR CHILDREN
    1041 WASHINGTON STREET
    RALEIGH,NC276051259     		NONE NC SUPPORT OF SERVICES FOR CHILDREN IN NEED 12,000
    MT SYLVAN UNITED METHODIST CHURCH
    5731 NORTH ROXBORO ROAD
    DURHAM,NC27712     		NONE NC SUPPORT FOR CHURCH OPERATIONS AND COMMUNITY SUPPORT 7,677
    NEW LONDON COMMUNITY SCHOOL
    106 W WILSON ST
    NEW LONDON,IA52645     		NONE PC SUPPORT K-12 LEARNING 2,000
    RONALD MCDONALD HOUSE OF DURHAM
    506 ALEXANDER AVENUE
    DURHAM,NC27705     		NONE NC PROVIDE A COMFORTING HOME AWAY FROM HOME AND A COMMUNITY OF SUPPORT FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES 3,500
    SHARE
    308 GROVEDIERE LN
    HAMPSTEAD,NC28443     		NONE PC SUPPORTIN CHILDREN AND FAMILIES IN EASTERN NC WHO ARE FACING DIFFICULT CIRCUMSTANCES 5,000
    SALVATION ARMY OF WAKE COUNTY
    215 SOUTH PERSON STREET
    RALEIGH,NC27601     		NONE SO I SUPPORT FOR INDIVIDUALS IN NEED 10,000
    ST BALDRICK'S FOUNDATION
    1333 SOUTH MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		NONE NC SUPPORTING RESEARCH INTO PEDIATRIC CANCER 1,000
    ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN28105     		NONE NC SUPPORT RESEARCH FOR CURES AND PREVENTION OF CHILDHOOD DISEASES 12,000
    THE FIRST TEE OF THE TRIANGLE
    5560 MUNFORD ROAD SUITE 201
    RALEIGH,NC276122621     		NONE PC PROVIDE EDUCATIONAL PROGRAMS FOR YOUTH THROUGH GOLF 20,000
    URBAN MINISTRIES OF DURHAM
    410 LIBERTY STREET
    DURHAM,NC27701     		NONE NC SUPPORT FOR ASSISTANCE TO THE HOMELESS 507
    VOYAGER ACADEMY
    101 HOCK PARC
    DURHAM,NC27704     		NONE NC SUPPORT FOR EDUCATION OF GRADES 3-8 1,000
    WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
    1 MEDICAL CENTER BLVD
    WINSTONSALEM,NC27103     		NONE SO I SUPPORT FOR MEDICAL RESEARCH 2,500
    WORLD RELIEF DURHAM
    801 GILBERT ST
    DURHAM,NC27701     		NONE NC SUPPORTING REFUGEES IN THE TRIANGLE 2,000
    DURHAM RESCUE MISSION
    1201 EAST MAIN STREET
    DURHAM,NC27701     		NONE NC SUPPORTING THE HOMELESS AND ADDICTED IN CENTRAL NORTH CAROLINA 1,390
    GIRLS ON THE RUN OF THE TRIANGLE
    1415 WEST NC HIGHWAY 54 ROOM 211
    DURHAM,NC277075597     		NONE PC SUPPORTING GIRLS THROUGH EXPERIENCED BASED CURRICULUM THAT INTEGRATES RUNNING 1,000
    GREYHOUND FRIENDS OF NC
    PO BOX 746
    SUMMERFIELD,NC27358     		NONE NC SUPPORT THE ADOPTION SERVICES OF RETIRED RACING GREYHOUNDS 1,000
    LEESVILLE ROAD MIDDLE SCHOOL
    8406 PRIDE WAY
    RALEIGH,NC27613     		NONE NC SUPPORTING MIDDLE SCHOOL STUDENTS 1,000
    LRHS BANDS CLUB
    8410 PRIDE WAY
    RALEIGH,NC27613     		NONE PC SUPPORT HIGH SCHOOL BAND PROGRAM 1,000
    MAGNUM ELEMENTARY SCHOOL
    9008 QUAIL ROOST RD
    BAHAMA,NC27503     		NONE NC SUPPORT ELEMENTARY SCHOOL KIDS 2,000
    TEAM DREA FOUNDATION
    2004 FLAGSTONE PL
    RALEIGH,NC276122621     		NONE NC SUPPORT ELEMENTARY SCHOOL KIDS 3,216
    SOUTH TOPSAIL ELEMENTARY SCHOOL
    1423 N SHORE DR
    SURF CITY,NC28445     		NONE NC GRANT TO PROVIDE RUG SO STUDENTS HAVE A CLEAN PLACE TO SIT FOR LESSONS 613
    Total .................................bullet 3a 176,840
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 18,408  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 182,808  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 BOURNE SENIORS HOUSING V - ORDINARY BUSINESS INCOME     		  -2,156 18    
    bK-1 BOURNE SENIORS HOUSING V - INTEREST INCOME     14 51  
    cK-1 PEACHTREE DISTRESS OPPORTUNITY FUND - ORDINARY BUSINESS INCOME   2,203 18    
    dK-1 PEACHTREE DISTRESS OPPORTUNITY FUND - INTEREST INCOME     14 2,649  
    eK-1 PEACHTREE DISTRESS OPPORTUNITY FUND - NET SHORT TERM CAPITAL GAINS     18 1,286  
    fK-1 PEACHTREE DISTRESS OPPORTUNITY FUND - OTHER INCOME     18 55  
    12 Subtotal. Add columns (b), (d), and (e) .. 47 296,749 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    296,796
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    JAMES AND MILDRED WILKINSON CHARITABLE
    FOUNDATION INC
    Employer identification number

    47-2521862
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JAMES AND MILDRED WILKINSON CHARITABLE
    FOUNDATION INC         		Employer identification number
    47-2521862
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JAMES B WILKINSON ESTATE
     
    PO BOX 11293
     
    DURHAM, NC27703

    		$ 3,632,673


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SMALL BUSINESS ADMINISTRATION
     
    409 3RD ST SW
     
    WASHINGTON, DC20416

    		$ 42,768


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JAMES AND MILDRED WILKINSON CHARITABLE
    FOUNDATION INC         		Employer identification number

    47-2521862
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JAMES AND MILDRED WILKINSON CHARITABLE
    FOUNDATION INC         		Employer identification number

    47-2521862
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTANT FEES 16,289 0   16,299

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

    TY 2021 DepreciationSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BUILDING 2016-02-05 537,839 67,231 SL 39.000000000000 13,791 13,791    
    LAND 2016-02-05 244,472   L   0 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 9,183 10,159
    AMERICAN ELEC PWER CO 10,018 10,594
    AT&T INC GLBL 15,052 16,345
    BANK AMERICA CORP 10,100 10,274
    BANK MONTREAL MEDIUM TERM NOTE 9,999 10,310
    BANK NEW YORK INC MEDIUM TERM NOTE 9,796 10,221
    BAT CAP CORP GTD NOTE 9,441 9,446
    CAPITAL ONCE FINL CORP NOTE 9,304 9,435
    CARLISLE COS INC NOTE 10,015 10,538
    CINTAS CORP NO 2 GTD NOTE 10,303 10,945
    CITIGROUP INC NOTE 10,079 10,609
    CONAGRA BRANDS INC NOTE 9,432 9,900
    CONSTELLATON BRANDS INC NOTE 9,452 10,290
    ERP OPER LP 9,924 10,224
    FISERVE INC 9,014 9,523
    HOLLYFRONTIER CORP 5,301 5,594
    HUNTINGTON BANCSHARES INC 9,969 10,764
    INVESCO FIN PLC 10,017 10,212
    JPMORGAN CHASE & CO 10,085 10,274
    KIMCO REALTY CORP 10,193 10,175
    MORGAN STANLEY 10,128 10,835
    NUCOR CORP 4,993 5,518
    PIONEER NAT RES CO 10,276 10,088
    PNC FDG CORP 10,298 10,023
    PRUDENTIAL FINL INC 6,417 6,683
    RYDER SYS INCE 8,994 9,434
    SHELL INTL FIN 9,929 10,210
    SHERWIN WILLIAMS 14,946 16,248
    SUMITOMA IMTSUI FINL GRP 9,973 10,005
    TORONTO DOMINION BANK 10,084 10,368
    UNITED TECHS CORP 10,969 11,184
    VENTAS REALTY LP 10,454 11,344
    WELLS FARGO & CO 9,936 10,508

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD INC 17,883 18,362
    ADOBE INC 6,345 11,341
    ALPHABET INC 2,458 17,382
    AMAZON.COM 11,084 20,006
    AMERICAN TOWER CORP 8,530 21,060
    APPLE INC 1,743 16,869
    BANK NEW YORK MELLON 13,879 21,025
    BERKSHIRE HATHAWY INC 12,691 19,435
    BOOKING HOLDINGS INC 13,588 14,395
    BRISTOL MYERS SQUIBB 9,325 10,163
    BROADCOM INC 10,508 18,631
    DANAHER CORP 7,532 18,096
    EBAY INC 11,004 20,815
    FISERV INC 17,218 16,710
    HONEYWELL INTL INC 13,544 18,140
    INTERCONTINENTAL EXCHANGE INC 11,094 17,370
    JOHNSON & JOHNSON 15,908 20,186
    JPMORGAN CHASE & CO 11,114 18,052
    LABORATORY CORP OF AMER HOLDINGS 11,362 22,309
    MASTEC INC 7,476 7,752
    MASTERCARD INC 9,589 19,763
    MICROSOFT CORP 1,358 17,152
    MORGAN STANLEY 8,333 19,828
    NORFOLK SOUTHERN CORP 10,292 17,863
    NVIDIA CORP 3,616 16,764
    O REILLY AUTOMOTIVE INC 10,721 18,362
    ORACLE CORP 3,858 7,326
    PAYPAL HOLDINGS INC 7,970 14,144
    PEPSICO INC 15,909 21,193
    PROCTER & GAMBLE CO 12,671 18,157
    QUALCOMM INC 7,000 16,824
    SALESFORCE.COM INC 10,041 16,518
    SCHWAB CHARLES CORP 7,070 17,913
    SPLUNK INC 18,059 14,581
    STARBUCKS CORP 12,461 20,470
    UBER TECHNOLOGIES INC 14,103 11,111
    WALMART INC 8,917 9,405
    UNITEDHEALTH GROUP INC 4,977 18,077
    WALT DISNEY CO 11,344 16,573
    WASTE MANAGEMENT INC 9,431 17,525
    ZOETIS INC 5,037 12,202
    FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME 48,268 46,616
    INVESCO BULLETSHARES CORP BOND 24,119 23,619
    ISHARES CORE MSCI 75,310 77,476
    ISHARES RUSSELL 1000 GROWTH 60,118 96,566
    PIMCO ACTIVE BOND 50,243 50,219
    SPDR PORTFOLIO EMERGING MARKESTS 40,921 35,184
    SPDR PORTFOLIO DEVELOPED WORLD 101,334 144,570
    VANGUARD MID CAP 39,590 56,049
    VANGUARD S&P 500 INDEX 107,697 152,363
    VANGUARD SHORT TERM CORP BOND 97,478 95,887
    VANGUARD SMALL CAP 28,262 49,044
    VANGUARD TOTAL BOND MARKET 180,380 173,992
    VANGUARD VALUE 45,771 56,049
    WISDOMTREE U S LARGE CAP DIVIDEND 29,942 36,850
    BLUEROCK TOTAL INCOME PLUS REAL ESTATE FUND 513,702 544,517
    FIRST TRUST NASDAQ 100 TECH INDEX ETF 150,472 166,414
    FIRST TRUST NASDAQ BANK ETF 124,285 127,705
    FIRST TRUST CAP STRENGTH ETF 141,544 148,792
    FIRST TRUST DOW JONES INTERNET INDEX ETF 175,489 158,291
    FIRST TRUST EMERGING MARKETS ALPHADEX ETF 231,603 210,504
    FIRST TRUST EXCHANGE TRADED FUND VI RISING DIV ACHIEVERS ETF 150,690 166,175
    FIRST TRUST INDUSTRIAL PRODUCER DURABLE ALPHADEX ETF 175,239 187,540
    FIRST TRUST LARGE CAP VALUE OPPORTUNITY ALPHADEX ETF 272,676 281,542
    FIRST TRUST MID CAP CORE ALPHADEX ETF 125,460 126,476
    FIRST TRUST VII GLOBAL TACTICAL COMMODITY STRATEGY FUND ETF 59,318 57,650
    INVESCO QQQ ETF 64,268 69,784
    ISHARES CORE U S AGGREGATE BOND ETF 101,159 99,373
    ISHARES MSCI EMERGING MARKETS ETF 127,492 116,486
    PGIM TOTAL RETURN BOND CL Z 202,013 198,408
    PGIM SHORT TERM CORP BOND CL Z 201,201 198,365
    VANGUARD CONSUMER DISCRETIONARY ETF 150,726 163,848
    VANGUARD DIVIDEND APPRECIATION ETF 127,026 135,179
    VANGUARD GRWOTH ETF 193,925 192,819
    VANGUARD TOTAL INTL STOCK INDEX FUND ETF 126,816 123,293
    FIRST TRUST DIVRS EQTY STR ALLC 3Q21 SA FE RE 251,440 255,159
    FIRST TRUST CAP STRENGHT OPPTY 19 SA FE RE 250,912 269,085
    FIRST TRUST SELECT DSIP 3Q21 MO FE RE 251,728 263,879
    FIRST TRUST STRAT INC ADVTG OPPTY 26 MO CE FE RE 255,183 250,313

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    US Government Securities - End of Year Book Value:

    60,329
    US Government Securities - End of Year Fair Market Value:

    62,634
    State & Local Government Securities - End of Year Book Value:


    70,783
    State & Local Government Securities - End of Year Fair Market Value:


    71,256


    TY 2021 InvestmentsLandSchedule2
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 537,839 81,022 456,817 456,817
    LAND 244,472 0 244,472 244,472

    TY 2021 OtherAssetsSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    JAMES B WILKINSON ESTATE 1,727,327 0 0
    K-1 DURHAM PAGE INVESTORS LLC 190,013 174,160 174,160
    K-1 BOURNE SENIORS HOUSING V LLC 0 97,895 97,895
    K-1 PEACHTREE DISTRESS OPPORTUNITY FUND A 0 103,085 103,085
    K-1 STRATEGIC WIRELESS INFRASTRUCTURE FUND, LLC 0 94,635 94,635
    ALLIANZ 0 500,000 500,000
    DISTRIBUTIONS IN PROCESS   425 425


    TY 2021 OtherExpensesSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 96 0   0
    PAYROLL TAXES 4,130 0   0
    OFFICE EXPENSE 733 0   0
    EVENTS 5,651 0   0
    LPL INVESTMENT FEES 41,222 41,222   0
    POSTAGE 9 0   0
    K-1 INVESTMENT INTEREST EXPENSE 222 222   0
    K-1 PORTFOLIO DEDUCTIONS 145 0   0
    K-1 OTHER DEDUCTIONS 3,959 0   0
    K-1 NONDEDUCTIBLE EXPENSES 1 0   0
    MISCELLANEOUS 34 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BB&T - OTHER INVESTMENT INCOME 21 21 21
    K-1 BOURNE SENIORS HOUSING V - ORDINARY BUSINESS INCOME -2,156 0 -2,156
    K-1 BOURNE SENIORS HOUSING V - INTEREST INCOME 51 51 51
    K-1 PEACHTREE DISTRESS OPPORTUNITY FUND - ORDINARY BUSINESS INCOME 2,203 0 2,203
    K-1 PEACHTREE DISTRESS OPPORTUNITY FUND - INTEREST INCOME 2,649 2,649 2,649
    K-1 PEACHTREE DISTRESS OPPORTUNITY FUND - NET SHORT TERM CAPITAL GAINS 1,286 1,286 1,286
    K-1 PEACHTREE DISTRESS OPPORTUNITY FUND - OTHER INCOME 55 55 55


    TY 2021 TaxesSchedule
    Name:
    JAMES AND MILDRED WILKINSON CHARITABLE
     
    FOUNDATION INC
    EIN:
    47-2521862
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 10,933 0   0