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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$12,666,491J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 203,788 203,788  
5a Gross rents............ 59,292 59,292  
b Net rental income or (loss) -52,014
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
583,966
b Gross sales price for all assets on line 6a 10,334,689
7 Capital gain net income (from Part IV, line 2)... 584,072
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
75,295 81,551  
12 Total. Add lines 1 through 11........ 922,341 928,703  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 380,023 190,012   190,011
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,541 0   5,541
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,430 48,430   0
17 Interest............... 293 293   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,213 8,941   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
60,428 60,428  
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
43,674 39,623   4,033
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 558,602 347,727   199,585
25 Contributions, gifts, grants paid....... 393,809 393,809
26 Total expenses and disbursements. Add lines 24 and 25 952,411 347,727   593,394
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -30,070
b Net investment income (if negative, enter -0-) 580,976
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 132,408 162,890 162,890
2 Savings and temporary cash investments......... 273,308 1,603,072 1,603,072
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) 2,056,168 0 0
b Investments—corporate stock (attach schedule)....... 4,401,282 Click to see attachment
List of Attached Documents:
// Content
4,823,837 		5,187,822
c Investments—corporate bonds (attach schedule)....... 543,368 Click to see attachment
List of Attached Documents:
// Content
1,474,599 		1,463,191
11 Investments—land, buildings, and equipment: basis right arrow1,862,553
Less: accumulated depreciation (attach schedule) right arrow60,428 1,818,592 Click to see attachment
List of Attached Documents:
// Content
1,802,125 		2,315,415
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,396,396 Click to see attachment
List of Attached Documents:
// Content
1,811,860 		1,929,570
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
85,022 		Click to see attachment
List of Attached Documents:
// Content
4,531 		Click to see attachment
List of Attached Documents:
// Content
4,531
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,706,544 11,682,914 12,666,491
Liabilities 17 Accounts payable and accrued expenses.......... 5,726 12,166
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)......... 5,726 12,166
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 11,700,818 11,670,748
29 Total net assets or fund balances (see instructions)..... 11,700,818 11,670,748
30 Total liabilities and net assets/fund balances (see instructions). 11,706,544 11,682,914
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
11,700,818
2
Enter amount from Part I, line 27a .....................
2
-30,070
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
11,670,748
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
11,670,748
Form 990-PF (2024)
Form 990-PF (2024)
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 SCHEDULE K-1 CAPITAL GAIN 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 10,322,917   9,750,617 572,300
b 11,772     11,772
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       572,300
b       11,772
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 2 584,072
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 8,076
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 8,076
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 8,076
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 7,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,351
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 51
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 5,224
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,224 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
AARON WILKINSON DIRECTOR/TREASURER
6.00 		50,000 16,595 0
928 HARVEST STREET
DURHAM,NC27704
ANDREW WILKINSON DIRECTOR/VICE PRES PUBLIC
6.00 		50,000 20,050 0
928 HARVEST STREET
DURHAM,NC27704
BILL SELF DIRECTOR
3.00 		30,000 0 0
601 HILLSIDE DRIVE NORTH UNIT 4302
NORTH MYRTLE BEACH,SC29582
CHARLES T WILKINSON DIRECTOR/CO-CHAIRMAN/PRESIDENT
15.00 		75,000 22,140 0
928 HARVEST STREET
DURHAM,NC27704
JENNIFER ROGERS DIRECTOR/SECRETARY
6.00 		50,000 8,323 0
928 HARVEST STREET
DURHAM,NC27704
MICHAEL E HALL DIRECTOR
3.00 		45,000 0 0
2027 BLACK WALNUT FARM ROAD
HILLSBOROUGH,NC27278
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 (2024)
Form 990-PF (2024)
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.............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 (2024)
Form 990-PF (2024)
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
5,707,922
b
Average of monthly cash balances.......................
1b
1,983,621
c
Fair market value of all other assets (see instructions)................
1c
3,792,123
d
Total (add lines 1a, b, and c).........................
1d
11,483,666
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
11,483,666
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
172,255
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,311,411
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
565,571
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
565,571
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,076
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,076
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
557,495
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
557,495
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
557,495
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
593,394
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
593,394
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 557,495
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 60,158
b From 2020...... 132,822
c From 2021...... 37,875
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 230,855
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 593,394
a Applied to 2023, 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 2024 distributable amount..... 557,495
e Remaining amount distributed out of corpus 35,899
5 Excess distributions carryover applied to 2024. 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 5 266,754
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		60,158
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		206,596
10 Analysis of line 9:
a Excess from 2020.... 132,822
b Excess from 2021.... 37,875
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 35,899
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 12,500

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 10,000

COMPASSION INTERNATIONAL

12290 VOYAGER PARKWAY
COLORADO SPRINGS,CO809213668 		N/A PC FIGHT FOR FIRST/SURVIVAL PROGRAM 10,000

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 SUPPORT 4,900

DON LEE CAMP AND RETREAT CENTER

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

DUCKS UNLIMITED INC

1 WATERFOWL WAY
MEMPHIS,TN38120 		N/A PC GENERAL SUPPORT 2,510

DURHAM ACADEMY INC

3601 RIDGE ROAD
DURHAM,NC27705 		N/A PC SUPPORTING EDUCATIONAL OPPORTUNITIES 3,500

ENO RIVER ASSOCIATION

4404 GUESS ROAD
DURHAM,NC27712 		N/A PC SUPPORT FOR ENO RIVER CONSERVATION EFFORTS 5,000

FRANK VOLUNTEER FIRE DEPARTMENT INC

PO BOX 160
PLUMTREE,NC28664 		N/A PC SUPPORT FOR HURRICAN RELIEF TIM WILKINSON 5,000

GRANDFATHER COMMUNITY FOUNDATION INC

2120 NC HWY 105 S
LINVILLE,NC28646 		N/A PC GENERAL SUPPORT 5,000

GUIDED IMPACT FOUNDATION

3505 FAIRSTONE ROAD
WAKE FOREST,NC27587 		N/A PC SUPPORTING OTHER NONPROFIT ORGANIZATIONS WITH ADVICE AND INFRASTRUCTURE 15,300

HABITAT FOR HUMANITY OF DURHAM

215 N CHURCH STREET
DURHAM,NC27701 		N/A PC SUPPORT FOR AFFORDABLE HOME OWNERSHIP 25,000

INSTITUTE OF NET

3505 FAIRSTONE ROAD
WAKE FOREST,NC27587 		N/A PC SUPPORT SMALL NONPROFITS BY TEACHING EVENT PLANNING AND ACTUALLY PLANNING EVENTS FOR NONPROFITS 400

INTERNATIONAL JUSTICE MISSION

PO BOX 2227
ARLINGTON,VA22202 		N/A PC GENERAL SUPPORT 10,000

JUNIOR CANES BOOSTER CLUB

4801 STUDBURY HALL CT
WAKE FOREST,NC27587 		N/A PC GENERAL SUPPORT 3,200

LEESVILLE ROAD MIDDLE SCHOOL

8406 PRIDE WAY
RALEIGH,NC27613 		N/A PC SUPPORTING MIDDLE SCHOOL STUDENTS 1,080

LESVILLE ROAD HIGH SCHOOL

8410 PRIDE WAY
RALEIGH,NC27613 		N/A PC GENERAL SUPPORT 1,042

MEREDITH AUTISM PROGRAM

3800 HILLSBOROUGH STREET
RALEIGH,NC27607 		N/A PC SUPPORT EARLY INTERVENTION SERVICES FOR AUTISTIC CHILDREN 30,000

METHODIST HOME FOR CHILDREN

1041 WASHINGTON STREET
RALEIGH,NC276051259 		N/A PC SUPPORT OF SERVICES FOR CHILDREN IN NEED 25,000

MT SYLVAN UNITED METHODIST CHURCH

5731 NORTH ROXBORO ROAD
DURHAM,NC27712 		N/A PC SUPPORT FOR CHURCH OPERATIONS AND COMMUNITY SUPPORT 25,000

NATION WILD TURKEY FEDERATION

770 AUGUSTA ROAD
EDGEFIELD,SC29824 		N/A PC GENERAL SUPPORT 1,200

NC STATE COLLEGE OF VETERINARY MEDICINE

1060 WILLIAM MOORE DR
RALEIGH,NC27607 		N/A PC GENERAL SUPPORT 5,000

NEW LONDON COMMUNITY SCHOOL

106 W WILSON ST
NEW LONDON,CT52645 		N/A PC SUPPORT K-12 LEARNING 5,000

NORTHERN HIGH SCHOOL BOOSTER CLUB

PO BOX 71142
DURHAM,NC27722 		N/A PC GENERAL SUPPORT 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 9,000

SHARE

308 GROVEDIERE LN
HAMPSTEAD,NC28443 		N/A PC SUPPORTIN CHILDREN AND FAMILIES IN EASTERN NC WHO ARE FACING DIFFICULT CIRCUMSTANCES 6,800

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 SUPPORT 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 23,000

THE NORTH CAROLINA AGRICULTURAL FOUNDATION

CAMPUS BOX 7207
RALEIGH,NC27695 		N/A PC SUPPORT FOR AGRICULTURAL RESEARCH 1,000

VOLUNTEERS FOR YOUTH

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

VOYAGER ACADEMY

101 HOCK PARC
DURHAM,NC27704 		N/A PC SUPPORT FOR EDUCATION OF GRADES 3-8 53,377

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 393,809
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 203,788  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -52,014  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 -106 18 584,072  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSCHEDULE K-1 INCOME/LOSS 		901101 -5,058 18 83,147  
bSCHEDULE K-1 PARTNERSHIP EXPENSE 901101 -1,198 18 -1,596  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -6,362 817,397 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
811,035
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 5,541 0   5,541

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

TY 2024 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
LAND 2024-01-01 513,290   L   0 0    
BUILDING 2024-01-01 1,242,555   SL 27.500000000000 45,184 45,184    
FURNISHINGS 2024-01-01 97,161   SL 7.000000000000 13,880 13,880    
FURNISHINGS 2024-01-01 9,547   SL 7.000000000000 1,364 1,364    

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
SCHDULE K-1 CAPITAL GAIN - UBTI   PURCHASED       106 COST 0 -106  

TY 2024 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 8,863
AMERICAN ELEC PWER CO 43,494 42,334
BAT CAP CORP GTD NOTE 9,441 8,708
BOFA FINANCE LLC 4Y U.S. EQUITY AUTOCALLABLE STEP-UP NOTE NTS 375,012 398,300
CAPITAL ONCE FINL CORP NOTE 9,304 8,998
CITIGROUP INC NOTE 41,782 41,869
CONAGRA BRANDS INC NOTE 9,432 8,996
CONSTELLATON BRANDS INC NOTE 9,452 8,900
FISERVE INC 9,014 8,802
HSBC USA INC. 550,012 522,830
JP MORGAN CHASE FINANCIAL COMPANY 150,006 145,800
MORGAN STANLEY- BOND 10,129 9,959
NUCOR CORP 4,993 4,856
PFIZER INVESTMENT 35,713 36,014
QUEST DIAGNOSTICS 35,906 36,407
REPUBLIC SERVICES, INC. 46,488 47,396
THE WILLIAMS COMPANY 25,987 26,175
TRINITY ACUISITION PLC 37,129 37,733
UNITED TECHNOLOGIES 10,969 9,733
VENTAS REALTY LP 10,454 9,734
WELLS FARGO & CO 9,936 9,696
WELLS FARGO & CO MTN 30,763 31,088

TY 2024 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
AIR PRODUCTS & CHEMICALS INCORPORATED (APO) 56,738 63,229
ALL STATE CORPORATION 51,577 51,861
ALPHABET INCORPORATED CAP STK CLASS C (GOOG) 65,307 62,464
AMAZON COM INCORPORATED (AMZN) 57,927 75,470
AMERICAN ELEC PWER CO 10,019 9,582
AMERICAN EXPRESS 47,569 48,100
AMERICAN WATER CAPITAL 36,109 37,281
ANALOG DEVICES INCORPORATED 60,937 55,027
AON NORTH AMERICA INC 51,540 52,154
APPLE INCORPORATED (AAPL) 137,085 159,518
APPLOVIN CORPORATION COM CL.ASS A (APP) 54,760 146,371
AT & T INCORPORATED 101,841 107,543
AUTOZONE INC 36,086 36,665
AXON ENTERPRISE INCORPORATED (AXON) 37,573 35,659
BANK OF AMERCIA 102,135 104,360
BEST BUY INCORPORATED (BBY) 33,922 39,725
BLUEROCK TOTAL INCOME PLUS REAL ESTATE FUND 461,791 387,717
BROADCOM INC 36,957 38,275
BROADCOM INCORPORATED (AVGO) 166,728 260,820
CATERPILLAR FINANCIAL SERVICES CORPORATION 23,996 24,725
CHUBB LIMITED (SWITZERLAND) (CB) 59,272 68,246
CME GROUP INCORPORATED (CME) 57,553 64,328
COMCAST CORPORATION NEWCLASSA (CMCSA) 52,516 47,738
CVS HEALTH CORP NTS ISIN 35,851 35,470
DARDEN RESTAURANTS INCORPORATED (DRI) 48,797 60,301
DEVON ENERGY CORPORATION NEW (DVN) 34,959 35,786
EATON CORPORATION PLC SHS (IRELAND) (ETN) 115,130 135,403
ELEVANCE HEALTH INC. NTS 10,289 9,911
ELI LILLY & COMPANY (LLY) 128,575 148,224
FIDELITY NATL INFORMATION SVCS (FIS) 48,240 50,643
FISERVE INC 46,956 47,671
GENERAL MOTORS FINANCIAL COMPANY INC. 36,600 37,487
GOLDMAN SACHS GROUP INCORPORATED (GS) 57,559 58,507
HEWLETT PACKARD 10,933 10,573
HOME DEPOT INCORPORATED (HD) 63,878 76,242
INTUITIVE SURGICAL INCOPORATED COM NEW (ISRG) 25,229 27,664
JOHNSON & JOHNSON (JNJ) 62,259 56,691
JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) (JCI) 36,879 49,410
JPMORGAN CHASE & CO- STOCK 51,114 51,964
JPMORGAN CHASE & COMPANY (JPM) 95,242 120,334
KKR & COMPANY INCORPORATED (KKR) 32,546 31,357
MARATHON PETE CORPORATION (MPC) 76,287 57,195
MEDTRONIC PLC SHS (IRELAND) (MDL) 48,659 50,005
MERCK & COMPANY INCORPORATED (MRK) 100,348 78,589
META PLATFORMS INCORPORATED CLASS A (META) 143,550 166,870
MICROSOFT CORPORATION (MSFT) 247,522 256,694
MOTOROLA SOLUTIONS INCORPORATED COM NEW (MSQ 105,329 151,611
NETFLIX INCORPORATED (NFLX) 56,370 81,110
NEXTERA ENERGY INCORPORATED (NEE) 67,908 65,740
NOVO-NORDISK A S ADR (DENMARK) (NVO) 112,743 84,988
NVIDIA CORPORATION (NVDA) 105,990 99,777
ORACLE CORP 35,152 35,662
PHILIP MORRIS INTERNATIONAL INCORPORATED (PM) 108,926 130,459
PROGRESSIVE CORPORATION (PGR) 63,392 61,340
PUBLIC SVC ENTERPRISE GRP INCORPORATED (PEG) 28,380 34,134
REALTY INCOME CORPORATIOM REIT (O) 63,446 54,104
REDDIT INCORPORATED CLASS A (RDDT) 22,053 24,026
ROBINHOOD MKTS INCORPORATED COM CLASS A (HOOD) 29,562 26,566
SNOWFLAKE INCORPORATED CLASS A (SNOW) 43,610 39,066
SOUTHERN COMPANY (SO) 38,459 42,148
TARGA RES CORPORATION (TRGP) 42,143 45,161
THE CIGNA GROUP (CL) 61,292 49,981
UNION PAC CORPORATION (UNP) 35,671 35,574
UNITEDHEALTH GROUP INCORPORATED (UNH) 129,909 113,819
VERIZON COMMUNICATION 31,198 31,639
VERIZON COMMUNICATIONS INCORPORATED (VZ) 97,110 89,778
VISA INCORPORATED COM CLASSA (V) 67,067 81,222
WALMART INCORPORATED (WMT) 120,787 180,068

TY 2024 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  
BUILDING 1,242,555 45,184 1,197,371  
FURNISHINGS 97,161 13,880 83,281  
FURNISHINGS 9,547 1,364 8,183  

TY 2024 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 500,000 590,940
BOURNE SENIORS HOUSING V LLC AT COST 67,709 100,000
DURHAM PAGE INVESTORS LLC AT COST 149,129 142,030
PEACHTREE DISTRESS OPPORTUNITY FUND A AT COST 85,518 92,300
SHOPOFF SECURED 9 PCT INTEREST FUND II LLC AT COST 1,000,000 1,000,000
STRATEGIC WIRELESS INFRASTRUCTURE FUND, LLC AT COST 9,504 4,300

TY 2024 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 85,022 4,531 4,531


TY 2024 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 96   0
OFFICE EXPENSE 1,458 0   1,458
SCHEDULE K-1 PARTNERSHIP EXPENSES 18 0   0
FUNDRAISING EXPENSE 2,575 0   2,575
INSURANCE - RENTAL PROPERTY 12,143 12,143   0
UTILITIES - RENTAL PROPERTY 7,787 7,787   0
REPAIRS AND MAINTENANCE - RENTAL PROPERTY 17,163 17,163   0
OTHER SET UP COSTS - RENTAL PROPERTY 2,434 2,434   0


TY 2024 OtherIncomeSchedule2
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SCHEDULE K-1 INCOME/LOSS 78,089 83,147 78,089
SCHEDULE K-1 PARTNERSHIP EXPENSE -2,794 -1,596 -2,794


TY 2024 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 45,790 45,790   0
INSPECTION/INTERIOR DESIGN - RENTAL PROPERTY 2,640 2,640   0


TY 2024 TaxesSchedule
Name:
JAMES AND MILDRED WILKINSON CHARITABLE
 
FOUNDATION INC
EIN:
47-2521862
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX PAID 11,272 0   0
FOREIGN TAXES PAID 230 230   0
PROPERTY TAXES- RENTAL PROPERTY 8,711 8,711   0