Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$12,043,165J 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) 4,087,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 180,870 180,870  
5a Gross rents............      
b Net rental income or (loss) -37,768
6a Net gain or (loss) from sale of assets not on line 10 -261,125
b Gross sales price for all assets on line 6a 6,714,412
7 Capital gain net income (from Part IV, line 2)... 0
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
List of Attached Documents:
// Content
17,122 17,237  
12 Total. Add lines 1 through 11........ 4,023,867 198,107  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 230,000 115,000   115,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 72,617 36,308   36,309
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
797 0   797
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,241 0   31,241
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
76,449 76,449   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
34,382 33,374   987
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 445,486 261,131   184,334
25 Contributions, gifts, grants paid....... 308,888 308,888
26 Total expenses and disbursements. Add lines 24 and 25 754,374 261,131   493,222
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,269,493
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 402,778 132,408 132,408
2 Savings and temporary cash investments......... 1,041,621 273,308 273,308
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 80,768 Click to see attachment
List of Attached Documents:
// Content
2,056,168 		2,079,207
b Investments—corporate stock (attach schedule)....... 5,522,049 Click to see attachment
List of Attached Documents:
// Content
4,401,282 		4,690,283
c Investments—corporate bonds (attach schedule)....... 448,343 Click to see attachment
List of Attached Documents:
// Content
543,368 		527,636
11 Investments—land, buildings, and equipment: basis right arrow1,818,592
Less: accumulated depreciation (attach schedule) right arrow     Click to see attachment
List of Attached Documents:
// Content
1,818,592 		1,818,592
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 935,377 Click to see attachment
List of Attached Documents:
// Content
2,396,396 		2,436,709
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
389 		Click to see attachment
List of Attached Documents:
// Content
85,022 		Click to see attachment
List of Attached Documents:
// Content
85,022
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,431,325 11,706,544 12,043,165
Liabilities 17 Accounts payable and accrued expenses..........   5,726
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 5,726
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 8,431,325 11,700,818
29 Total net assets or fund balances (see instructions)..... 8,431,325 11,700,818
30 Total liabilities and net assets/fund balances (see instructions). 8,431,325 11,706,544
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
8,431,325
2
Enter amount from Part I, line 27a .....................
2
3,269,493
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,700,818
5
Decreases not included in line 2 (itemize) right arrow
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
11,700,818
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN FROM K-1S P    
c CASH IN LIEU P    
d CAPITAL GAINS DIVIDENDS P    
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 6,701,449   6,975,537 -274,088
b 12,905     12,905
c 25     25
d 33     33
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       -274,088
b       12,905
c       25
d       33
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 -261,125
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
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 right arrow 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) 1 0
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 0
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 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 6,351
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,351
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 6,351
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow6,351 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNC
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowCHARLES T WILKINSON Telephone no.right arrow (919) 868-4960

Located atright arrow928 HARVEST STREETDURHAMNC ZIP+4right arrow27704
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 22,174 0
928 HARVEST STREET
DURHAM,NC27704
ANDREW WILKINSON DIRECTOR/VICE PRES PUBLIC
6.00 		35,000 20,031 0
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 15,820 0
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
SOUTH STATE INVESTMENT SERVICES INVESTMENT FEES 68,987
4901 GLENWOOD AVENUE
RALEIGH,NC27612
Total number of others receiving over $50,000 for professional services.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
7,410,868
b
Average of monthly cash balances.......................
1b
1,301,782
c
Fair market value of all other assets (see instructions)................
1c
2,487,178
d
Total (add lines 1a, b, and c).........................
1d
11,199,828
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
11,199,828
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
167,997
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,031,831
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
551,592
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
551,592
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
551,592
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
551,592
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
551,592
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
493,222
b
Program-related investments—total from Part VIII-B..................
1b
0
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
493,222
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 551,592
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 88,093
b From 2019...... 60,158
c From 2020...... 132,822
d From 2021...... 37,875
e From 2022......  
f Total of lines 3a through e ........ 318,948
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 493,222
a Applied to 2022, 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 2023 distributable amount..... 493,222
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 58,370 58,370
(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 5 260,578
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		29,723
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		230,855
10 Analysis of line 9:
a Excess from 2019.... 60,158
b Excess from 2020.... 132,822
c Excess from 2021.... 37,875
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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 		N/A PC SUPPORT FOR VICTIMS OF DISASTER 25,000

APS OF DURHAM

2117 E CLUB BLVD
DURHAM,NC27704 		N/A PC SUPPORT FOR HOMELESS DOMESTIC ANIMALS 10,000

BOYS AND GIRLS CLUBS OF DURHAM

808 E PETTIGREW ST
DURHAM,NC27701 		N/A PC SUPPORT THE EDUCATION AND PROTECTION OF YOUTH BY PROVIDING SAFE ALTERNATIVES 2,500

CAMPBELL UNIVERSITY

143 MAIN STREET
BUIES CREEK,NC27506 		N/A PC SUPPORT FOR EDUCATIONAL SCHOLARSHIPS 15,000

CAROLINAS GOLF FOUNDATION

140 RIDGE RD
SOUTHERN PINES,NC28387 		N/A PC SUPPORT AND PROMOTE JUNIOR GOLF, WOMEN'S GOLF, TURFGRASS RESEARCH AND MANAGEMENT, DISABLED GOLFERS AND MANY OTHER WORTHWHILE PROJECTS 5,000

CHOLANGIOCARCINOMA FOUNDATION

5526 WEST 13400 SOUTH STE 510
SALT LAKE CITY,UT84096 		N/A PC GENERAL PURPOSE 3,200

CORRAL RIDING ACADEMY

3624 KILDAIRE FARM ROAD
CARY,NC27518 		N/A PC SUPPORT FOR AT-RISK GIRLS THROUGH THERAPEUTIC HORSEBACK RIDING 15,000

DESIGNED FOR JOY

517 W CABARRUS ST SUITE A
RALEIGH,NC27603 		N/A PC GENERAL PURPOSE 3,788

DON LEE CAMP AND RETREAT CENTER

315 CAMP DON LEE RD
ARAPAHOE,NC28510 		N/A PC GENERAL PURPOSE 10,000

DURHAM RESCUE MISSION

1201 EAST MAIN STREET
DURHAM,NC27701 		N/A PC SUPPORTING THE HOMELESS AND ADDICTED IN CENTRAL NORTH CAROLINA 1,000

EMERGENCY CHAPLAINS

3218 N ROXBORO ST
DURHAM,NC27704 		N/A PC GENERAL PURPOSE 1,000

ENO RIVER ASSOCIATION

4404 GUESS ROAD
DURHAM,NC27712 		N/A PC SUPPORT FOR ENO RIVER CONSERVATION EFFORTS 7,500

GUIDED IMPACT FOUNDATION

3505 FAIRSTONE ROAD
WAKE FOREST,NC27587 		N/A PC SUPPORTING OTHER NONPROFIT ORGANIZATIONS WITH ADVICE AND INFRASTRUCTURE 15,900

HABITAT FOR HUMANITY OF DURHAM

215 N CHURCH STREET
DURHAM,NC27701 		N/A PC SUPPORT FOR AFFORDABLE HOME OWNERSHIP 20,000

HIGHLAND UNITED METHODIST CHURCH

1901 RIDGE RD
RALEIGH,NC27607 		N/A PC SUPPORTING SPRIRITUAL GROWTH 3,500

LEESVILLE ROAD MIDDLE SCHOOL

8406 PRIDE WAY
RALEIGH,NC27613 		N/A PC SUPPORTING MIDDLE SCHOOL STUDENTS 2,000

MAGNUM ELEMENTARY SCHOOL

9008 QUAIL ROOST RD
BAHAMA,NC27503 		N/A PC SUPPORT ELEMENTARY SCHOOL KIDS 5,000

MEREDITH AUTISM PROGRAM

3800 HILLSBOROUGH STREET
RALEIGH,NC27607 		N/A PC SUPPORT EARLY INTERVENTION SERVICES FOR AUTISTIC CHILDREN 25,000

MERRICK MOORE ELEMENTARY SCHOOL

2325 CHEEK ROAD
DURHAM,NC27704 		N/A PC GENERAL PURPOSE 1,000

METHODIST HOME FOR CHILDREN

1041 WASHINGTON STREET
RALEIGH,NC276051259 		N/A PC SUPPORT OF SERVICES FOR CHILDREN IN NEED 20,000

METHODIST UNIVERSITY - WOMEN'S GOLF TEAM

5400 RAMSEY STREET
FAYETTEVILLE,NC28311 		N/A PC GENERAL PURPOSE 5,000

MT SYLVAN UNITED METHODIST CHURCH

5731 NORTH ROXBORO ROAD
DURHAM,NC27712 		N/A PC SUPPORT FOR CHURCH OPERATIONS AND COMMUNITY SUPPORT 20,000

NEW LONDON COMMUNITY SCHOOL

106 W WILSON ST
NEW LONDON,IA52645 		N/A PC SUPPORT K-12 LEARNING 5,000

NORTHERN HIGH SCHOOL BOOSTER CLUB

PO BOX 71142
DURHAM,NC27722 		N/A PC GENERAL PURPOSE 5,000

RONALD MCDONALD HOUSE OF DURHAM

506 ALEXANDER AVENUE
DURHAM,NC27705 		N/A PC PROVIDE A COMFORTING HOME AWAY FROM HOME AND A COMMUNITY OF SUPPORT FOR SERIOUSLY ILL CHILDREN AND THEIR FAMILIES 8,500

SHARE

308 GROVEDIERE LN
HAMPSTEAD,NC28443 		N/A PC SUPPORTIN CHILDREN AND FAMILIES IN EASTERN NC WHO ARE FACING DIFFICULT CIRCUMSTANCES 6,500

SALVATION ARMY OF WAKE COUNTY

215 SOUTH PERSON STREET
RALEIGH,NC27601 		N/A PC SUPPORT FOR INDIVIDUALS IN NEED 2,500

ST JUDE'S CHILDREN'S RESEARCH HOSPITAL

501 ST JUDE PLACE
MEMPHIS,TN28105 		N/A PC SUPPORT RESEARCH FOR CURES AND PREVENTION OF CHILDHOOD DISEASES 25,000

STEP UP MINISTRY - IMPACT LUNCHEON PLEDGE

1701 OBERLIN ROAD
RALEIGH,NC27608 		N/A PC GENERAL PURPOSE 5,000

THE FIRST TEE OF THE TRIANGLE

5560 MUNFORD ROAD SUITE 201
RALEIGH,NC276122621 		N/A PC PROVIDE EDUCATIONAL PROGRAMS FOR YOUTH THROUGH GOLF 21,500

THE NORTH CAROLINA MUSEUM OF HISTORY

5 EAST EDENTON STREET
RALEIGH,NC27601 		N/A PC GENERAL PURPOSE 1,000

VOLUNTEERS FOR YOUTH

205 LLOYD STREET 103
CARRBORO,NC27510 		N/A PC GENERAL PURPOSE 2,500

VOYAGER ACADEMY

101 HOCK PARC
DURHAM,NC27704 		N/A PC SUPPORT FOR EDUCATION OF GRADES 3-8 7,500

WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER

1 MEDICAL CENTER BLVD
WINSTONSALEM,NC27103 		N/A PC SUPPORT FOR MEDICAL RESEARCH 2,500
Total .................................right arrow 3a 308,888
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 180,870  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -37,768  
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 -261,125  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM K-1S 		901101 -115 14 17,237  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -115 -100,786 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-100,901
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 4,087,000


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RETURN PREPARATION AND TAX COMPLIANCE 31,241 0   31,241

TY 2023 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 8,951
AMERICAN ELEC PWER CO 10,019 9,479
BANK MONTREAL MEDIUM TERM NOTE 9,999 9,844
BAT CAP CORP GTD NOTE 9,441 8,558
BOFA FINANCE LLC 4Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN 125,006 127,813
CAPITAL ONCE FINL CORP NOTE 9,304 8,777
CARLISLE COS INC NOTE 10,015 9,814
CINTAS CORP NO 2 GTD NOTE 10,303 9,787
CITIGROUP INC NOTE 10,079 9,914
CONAGRA BRANDS INC NOTE 9,432 8,920
CONSTELLATON BRANDS INC NOTE 9,452 8,989
FISERVE INC 9,014 8,672
HOLLYFRONTIER CORP 5,301 5,034
HUNTINGTON BANCSHARES INC 9,969 9,771
JPMORGAN CHASE FINAL CO CONT INT NOTE 10.7% 200,000 200,380
MORGAN STANLEY- BOND 10,129 9,864
NUCOR CORP 4,993 4,880
PRUDENTIAL FINL INC 6,417 5,853
RYDER SYS INCE 8,994 0
SHELL INTL FIN 9,929 8,998
SHERWIN WILLIAMS 14,946 14,477
TORONTO DOMINION BANK 10,084 9,866
UNITED TECHS CORP 10,969 9,764
VENTAS REALTY LP 10,454 9,727
WELLS FARGO & CO 9,936 9,504

TY 2023 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
ADOBE INC 7,392 10,739
ADVANCED MICRO DEVICES INCORPORATED (AMO) 17,357 18,574
AIR PRODUCTS & CHEMICALS INCORPORATED (APO) 24,602 23,547
AKAMAI TECHNOLOGIES INC. 8,189 10,533
ALCOA CORPORATION (AA) 16,703 17,918
ALPHABET INC 1,618 11,036
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) 35,960 38,333
AMAZON COM INCORPORATED (AMZN) 34,693 40,568
AMAZON.COM 6,465 10,636
APPLE INC 972 10,204
APPLE INCORPORATED (AAPL) 43,801 47,747
APPLOVIN CORPORATION COM CL.ASS A (APP) 24,861 25,265
ARM HOLDINGS PLC SPONSORED ADR (UNITED KINGDOM) (ARM) 10,641 14,954
AUTODESK 8,749 10,713
BERKSHIRE HATHAWY INC 5,662 10,343
BEST BUY INCORPORATED (BBY) 12,948 14,638
BLUEROCK TOTAL INCOME PLUS REAL ESTATE FUND 738,010 692,713
BOOKING HOLDINGS INC 7,594 10,642
BROADCOM INCORPORATED (AVGO) 55,908 72,556
CANADIAN NAT RES LIMITED (CANADA) (CNQ) 28,850 29,287
CHEVRON CORP 9,188 10,740
CHUBB LIMITED (SWITZERLAND) (CB) 31,759 34,352
CISCO SYSTEMS INC. 11,263 10,609
CISCO SYSTEMS INCORPORATED (CSCO) 26,108 24,906
CME GROUP INCORPORATED (CME) 25,323 24,851
COMCAST CORPORATION NEWCLASSA (CMCSA) 21,211 21,487
COSTCO WHOLESALE CORP 7,981 10,561
D R HORTON INCORPORATED (DHI) 9,793 13,982
DANAHER CORP 5,981 10,410
DARDEN RESTAURANTS INCORPORATED (DRI) 17,403 20,702
DEVON ENERGY CORPORATION NEW (DVN) 23,870 23,239
DROPBOX INC CL A 7,761 10,554
EATON CORPORATION PLC SHS (IRELAND) (ETN) 41,801 47,923
ELI LILLY & COMPANY (LLY) 50,990 50,131
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME 73,270 65,703
FIRST TRUST TCW UNCONSTRAINED PLUS BOND 49,343 49,084
FISERV INC 8,235 10,229
FORD MTR COMPANY DEL (F) 10,524 10,727
FPOXX GOLDMAN SACHS FINL SQUARE PRIME OBLIGS FIRST CL R 1,516,385 1,516,385
GOLDMAN SACHS GROUP INCORPORATED (GS) 21,582 24,689
HOME DEPOT INCORPORATED (HD) 23,685 28,071
HONEYWELL INTL INC 8,095 10,905
HUMANA INCORPORATED (HUM) 9,578 8,698
INTERCONTINENTAL EXCHANGE INC 7,338 10,788
INTUIT (INTU) 13,685 16,251
ISHARES CORE MSCI EAFE ETF 39,369 37,919
ISHARES MSCI USA QUALITY FACTOR ETF 27,613 33,695
ISHARES RUSSELL 1000 GROWTH 31,771 50,629
ISHARES U S TREASURY BOND ETF GOVT 81,914 82,345
JOHNSON & JOHNSON 9,032 10,502
JOHNSON & JOHNSON (JNJ) 24,327 24,765
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI) 12,920 14,295
JPMORGAN CHASE & CO- STOCK 6,337 11,057
JPMORGAN CHASE & COMPANY (JPM) 30,112 35,721
LABORATORY CORP OF AMER HOLDINGS 6,394 10,683
LAM RESEARCH CORPORATION (LRCX) 16,256 20,365
LIVE NATION ENTERTAINMENT 9,598 10,858
MARATHON PETE CORPORATION (MPC) 36,587 36,793
MARTIN MARIETTAMATLS INCORPORATED (MLM) 8,937 10,477
MASTERCARD INC 4,359 10,663
MEDTRONIC PLC SHS (IRELAND) (MDL) 17,889 20,513
MERCK & COMPANY INCORPORATED (MRK) 33,996 35,977
META PLATFORMS INCORPORATED CLASS A (META) 45,526 50,616
MICRON TECHNOLOGY INCORPORATED (MU) 8,614 8,619
MICROSOFT CORP 746 10,529
MICROSOFT CORPORATION (MSFL) 81,069 92,130
MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSQ 38,741 42,893
NVIDIA CORP 2,729 8,419
NVIDIA CORPORATION (NVDA) 58,395 64,379
O REILLY AUTOMOTIVE INC 2,062 4,750
ORACLE CORP 6,719 10,859
PALO ALTO NETWORKS INC 4,209 5,013
PAYPAL HOLDINGS 9,349 10,133
PEPSICO INC 7,955 10,360
PROCTER & GAMBLE CO 8,105 10,404
QUALCOMM INC 5,630 10,703
RTX CORP 11,525 10,602
SALESFORCE.COM INC 6,509 10,789
SCHLUMBERGER LIMITED COM STK (CURACAO) (SLB) 25,294 22,846
SCHLUMBERGER LTD 4,238 5,464
SCHWAB CHARLES CORP 4,979 10,320
SERVICENOW INCORPORATED (NOW) 18,333 23,314
SNOWFLAKE INCORPORATED CLASS A (SNOW) 10,929 10,945
SPDR PORTFOLIO DEVELOPED WORLD 63,720 84,753
SPLLUNK INC 8,254 11,731
SYNOPSYS INCORPORATED (SNPS) 14,042 14,932
TAKE-TWO INTERACTIVE SOFTWARE INC. 10,205 10,301
THE CIGNA GROUP (CL) 6,835 6,887
UBER TECHNOLOGIES INCORPORATED (UBER) 15,782 21,488
UNION PAC CORPORATION (UNP) 12,847 15,228
UNITEDHEALTH GROUP INC 2,627 10,003
UNITEDHEALTH GROUP INCORPORATED (UNH) 35,524 35,800
VANGUARD MID CAP 24,930 33,733
VANGUARD S&P 500 INDEX 65,420 92,602
VANGUARD SMALL CAP 17,467 25,386
VANGUARD TOTAL BOND MARKET 112,030 98,410
VANGUARD VALUE 13,575 16,894
VERIZON COMMUNICATIONS INCORPORATED (VZ) 11,695 13,798
VISA INCORPORATED COM CLASSA (V) 19,424 21,609
VISTRA CORPORATION (VST) 6,164 6,471
WALMART INC 9,554 10,878
WALMART INCORPORATED (WMT) 28,586 28,377
WALT DISNEY CO 7,845 6,681
WASTE MANAGEMENT INC 4,401 10,567
WISDOMTREE U S LARGE CAP DIVIDEND 20,391 25,224
ZOETIS INC 7,770 10,263

TY 2023 InvestmentsGovtObligationsSch
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
US Government Securities - End of Year Book Value:

2,056,168
US Government Securities - End of Year Fair Market Value:

2,079,207
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 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
LAND 513,290 0 513,290 513,290
BUILDING 1,242,555 0 1,242,555 1,242,555
FURNISHINGS 62,747 0 62,747 62,747

TY 2023 InvestmentsOtherSchedule2
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLIANZ INDEX ADVANTAGE ANNUITY AT COST 500,000 523,580
BOURNE SENIORS HOUSING V LLC AT COST 82,552 100,000
DURHAM PAGE INVESTORS LLC AT COST 142,030 142,030
MORGAN STANLEY FINANCE LLC 4Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE AT COST 250,006 243,000
PEACHTREE DISTRESS OPPORTUNITY FUND A AT COST 101,091 100,000
PIMCO ACTIVE BOND ETF BOND AT COST 32,908 32,820
SHOPOFF SECURED 9 PCT INTEREST FUND II LLC AT COST 1,000,000 1,000,000
SPDR PORTFOLIO EMERGING MARKETS AT COST 27,014 21,069
STRATEGIC WIRELESS INFRASTRUCTURE FUND, LLC AT COST 10,789 13,710
UBS AG 4Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS ISIN US90279WGV00 AT COST 250,006 260,500

TY 2023 LegalFeesSchedule
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL GOVERNANCE AND COUNSEL 797 0   797


TY 2023 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
PARTNERSHIP DISTRIBUTIONS IN TRANSIT 389 85,022 85,022


TY 2023 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   96
OFFICE EXPENSE 863 0   863
POSTAGE 28 0   28
NON DEDUCTIBLE EXPENSE 21 0   0
BANK SERVICE CHARGES - RENTAL PROPERTY 6 6   0
INSURANCE - RENTAL PROPERTY 12,295 12,295   0
UTILITIES - RENTAL PROPERTY 1,049 1,049   0
REPAIRS AND MAINTENANCE - RENTAL PROPERTY 7,894 7,894   0
OTHER SET UP COSTS - RENTAL PROPERTY 12,130 12,130   0


TY 2023 OtherIncomeSchedule2
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INCOME FROM K-1S 17,122 17,237 17,122


TY 2023 OtherProfessionalFeesSchedule
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 72,055 72,055   0
INSPECTION/INTERIOR DESIGN - RENTAL PROPERTY 4,394 4,394   0