2025-11-03T10:01:36-06:00 2025-08-31 990PF 2024-09-01 916277933 WILKINS CHARITABLE FOUNDATION WILK 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2025-10-30 true 2024 2025-03-06 01:10:19Z X 5477948 X 121000 116733 270752 780302 270752 0 391752 387485 61928 37157 24771 0 0 0 0 0 0 1250 750 0 500 7053 7053 0 6122 3701 0 0 0 0 0 0 0 2720 2695 25 79073 44303 0 32349 192666 192666 271739 44303 0 225015 120013 343182 0 140493 238078 238078 0 0 0 4010234 4029174 5239870 0 4150727 4267252 5477948 0 X 4150727 4267252 4150727 4267252 4150727 4267252 4150727 120013 2160 4272900 5648 4267252 469.203 EMERGING MARKETS STOCK COMMON TRUST FD 2021-01-31 2024-10-31 28532 34471 -5939 -5939 1157.268 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-31 2024-10-31 70372 71947 -1575 -1575 26.367 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2024-10-31 1404 1339 65 65 41.646 MID CAP GROWTH COMMON TRUST FUND 2012-10-31 2024-10-31 3029 2865 164 164 37.452 DIVIDEND INCOME COMMON TRUST FUND 2012-10-31 2024-10-31 4543 4767 -224 -224 121.937 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS 2023-01-31 2024-10-31 9236 6266 2970 2970 122.436 PRINCIPAL MIDCAP FUND CL R6 2017-02-02 2024-10-31 5578 2849 2729 2729 40. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2024-10-31 3888 3410 478 478 23. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2024-10-31 12120 8540 3580 3580 509.335 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2024-10-31 10860 11250 -390 -390 214.781 MID CAP CORE COMMON TRUST FUND 2018-01-31 2024-10-31 3534 3079 455 455 126.104 MID CAP VALUE COMMON TRUST FUND 2019-01-31 2024-10-31 7253 6909 344 344 118. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2024-12-19 12329 10060 2269 2269 239.708 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2024-12-20 13021 12677 344 344 211.788 MID CAP GROWTH COMMON TRUST FUND 2012-10-31 2024-12-20 16563 15564 999 999 722.079 LARGE CAP CORE COMMON TRUST FUND 2024-02-29 2024-12-20 16137 15991 146 146 227.989 LARGE CAP CORE COMMON TRUST FUND 2022-01-31 2024-12-20 5095 4650 445 445 873.692 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2024-12-20 12555 11881 674 674 590.554 AGGREGATE BOND COMMON TRUST FUND 2021-01-31 2025-03-31 8954 9811 -857 -857 1880.188 AGGREGATE BOND COMMON TRUST FUND 2020-01-17 2025-03-31 28508 31169 -2661 -2661 2569.745 AGGREGATE BOND COMMON TRUST FUND 2021-11-30 2025-03-31 38963 42008 -3045 -3045 683.683 AGGREGATE BOND COMMON TRUST FUND 2012-10-31 2025-03-31 10366 11170 -804 -804 237.491 SMALL CAP GROWTH LEADERS CTF 2024-02-29 2025-03-31 11499 12884 -1385 -1385 133.084 EMERGING MARKETS STOCK COMMON TRUST FD 2012-10-31 2025-03-31 8064 8825 -761 -761 14.029 SMALL CAP VALUE COMMON TRUST FUND 2024-02-29 2025-03-31 714 754 -40 -40 49.413 DIVIDEND INCOME COMMON TRUST FUND 2012-10-31 2025-03-31 5932 6481 -549 -549 950.358 PIMCO FOREIGN BD US$HD INSTL 2024-10-31 2025-03-31 9361 9390 -29 -29 4965.707 PIMCO FOREIGN BD US$HD INSTL 2023-01-31 2025-03-31 48912 47125 1787 1787 4293.519 PIMCO FOREIGN BD US$HD INSTL 2022-10-21 2025-03-31 42291 40144 2147 2147 84. VANGUARD FTSE EMERGING MARKETS ETF 2021-01-29 2025-03-31 3759 4347 -588 -588 210.971 MID CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 3366 3208 158 158 892.313 SMALL CAP CORE COMMON TRUST FUND 2018-01-31 2025-03-31 11547 11810 -263 -263 371. VANGUARD FTSE DEVELOPED MARKETS ETF 2025-03-31 2025-05-30 20589 18773 1816 1816 160. VANGUARD RUSSELL 1000 ET GROWTH 2025-03-31 2025-05-30 16437 14607 1830 1830 26. VANGUARD RUSSELL 1000 ET GROWTH 2024-02-29 2025-05-30 2671 2217 454 454 17. VANGUARD 500 INDEX FUND SHS ETF 2023-01-31 2025-05-30 9208 6312 2896 2896 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 CAPITAL GAIN DIVIDENDS P 30239 270752 4770 0 4770 0 4770 1588 0 0 1588 0 3182 0 0 false false false false false false false true true WA true false false false false true NONE BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 false false false false true false false false false false false false false false false false false false false false false false BANK OF AMERICA PO BOX 653067 DALLAS TX 752653067 TRUSTEE 1 61928 ROBERT BUNTING 4849 NE DOTSON LOOP BAINBRIDGE ISLAND WA 98110 VICE-CHAIRMAN 1 0 BRIAN L COMSTOCK 3631 82ND AVE SE MERCER ISLAND WA 98040 CHAIRMAN 1 0 NANCY ATKINSON 21609 SE 242ND ST MAPLE VALLEY WA 98038 BOARD MEMBER 1 0 NONE 0 NONE 0 4986816 202014 0 5188830 0 0 5188830 77832 5110998 255550 255550 4770 4770 250780 0 250780 0 250780 225015 0 0 0 0 225015 250780 190499 0 0 0 0 0 0 0 225015 190499 0 0 34516 0 0 0 0 0 0 0 0 216264 0 0 0 0 0 0 0 0 NONE NONE JANET JACOBS-BANK OF AMERICA 4004 KRUSE WAY PL 250 LAKE OSWEGO OR 97035 2063582494 N/A FORMS AVAILABLE AT BANK OF AMERICA PHILANTHROPIC WEBSITE NONE SEE PHILANTHROPIC WEBSITE BRIDGE BACK PROJECT 12356 NORTHRUP WAY 120 BELLEVUE WA 98005 N/A PC MEASURING & VERIFYING 5000 EASTSIDE FRIENDS OF SENIORS 1121 228TH AVE SE SAMMAMISH WA 98075 N/A PC UNRESTRICTED GENERAL 5000 HUNGER INTERVENTION PROGRAM 3841 NE 123RD ST SEATTLE WA 98125 N/A PC SUPPORT HEALTHY HIP PACKS 5000 CHILD ADVOCACY CENTER OF SNOHOMISH 1509 CALIFORNIA ST EVERETT WA 98201 N/A PC SUPPORT CLIENT SERVICES 5000 HOPE CENTRAL 3826 S OTHELLO ST SEATTLE WA 96118 N/A PC ENHANCED PEDIATRIC CARE FOR 5000 LAHAI HEALTH 19820 SCRIBER LAKE RD LYNNWOOD WA 98036 N/A PC CANCER SCREENING FOR 5000 UNITY SCHOOL OF CHRISTIANITY 1901 NW BLUE PARKWAY UNITY VILLAGE MO 64065 N/A PC SUPPORT SILENT UNITY 3000 THE SOPHIA WAY 11061 NE 2ND ST 223 BELLEVUE WA 98004 N/A PC UNRESTRICTED GENERAL 5000 GENETIC SUPPORT FOUNDATION PO BOX 2649 OLYMPIA WA 98507 N/A PC PERSONAL GENETIC RESOURCE 5000 UPOWER PO BOX 3244 SEATTLE WA 98114 N/A PC TRAUMA-INFORMED WELLNESS 2000 WASHINGTON VOCATIONAL SERVICES 111 SE EVERETT MALL WAY EVERETT WA 98208 N/A PC SENSORY PROGRAM FOR 5000 BABIES OF HOMELESSNESS PO BOX 147 BOTHELL WA 98041 N/A PC UNRESTRICTED GENERAL 5000 VETERAN RITES INC 2602 SOUTH 38TH ST A134 TACOMA WA 98409 N/A PC SUPPORT HEALING FOR WOMEN 5000 DENTAL LIFELINE NETWORK PO BOX 690 WILSONVILLE OR 97070 N/A PC SUPPORT OF DDS PROGRAM 5000 YWCA OF TACOMA & PIERCE COUNTY 405 BROADWAY TACOMA WA 98402 N/A PC SUPPORT LEGAL SERVICES 5000 REBUILDING HOPE SEXUAL ASSAULT 723 MARTIN LUTHER KING JR WAY TACOMA WA 98405 N/A PC CARE FOR SEXUALLY ABUSED 4000 DOMESTIC VIOLENCE SERVICES OF SNOHOMISH COUNTY PO BOX 7 EVERETT WA 98206 N/A PC PREVENTION, EDUCATION & 5000 SKAGIT DOMESTIC VIOLENCE & SEXUAL ASSAULT SERVICES 1521-B LEIGH WAY MOUNT VERNON WA 98273 N/A PC UNRESTRICTED GENERAL 5000 KANDELIA PO BOX 28058 SEATTLE WA 98118 N/A PC UNRESTRICTED GENERAL 5000 SUPPORT 7 PO BOX 2604 LYNNWOOD WA 98036 N/A PC SUPPORT INCIDENT RESPONSE 5000 DAWN - DOMESTIC ABUSE WOMEN'S NETWORK PO BOX 88007 TUKWILA WA 98138 N/A PC SUPPORT EMERGENCY SHELTER 5000 CHRISTMAS HOUSE PO BOX 717 EVERETT WA 98206 N/A PC CHRISTMAS GIFTS FOR 5000 SOUTH PARK SENIOR CITIZENS 8201 10TH AVE S SEATTLE WA 98108 N/A PC UNRESTRICTED GENERAL 5000 BRIDGE DISABILITY MINISTRIES 12356 NORTHRUP WAY BELLEVUE WA 98005 N/A PC UNRESTRICTED GENERAL 6666 NORTH HELPLINE 12736 33RD AVE NE SEATTLE WA 98125 N/A PC SUPPORT HOMELESSNESS 5000 VISION HOUSE PO BOX 2951 RENTON WA 98056 N/A PC UNRESTRICTED GENERAL 5000 ACES OF DIAMONDS PO BOX 1672 DUVALL WA 98019 N/A PC UNRESTRICTED GENERAL 5000 STREET YOUTH MINISTRIES 4540 15TH AVE NE SEATTLE WA 98105 N/A PC DROP IN CENTER FOR HOMELESS 5000 ASSISTANCE LEAGUE OF THE EASTSIDE 16541 REDMOND WAY REDMOND WA 98052 N/A PC COMMUNITY OUTREACH & 5000 FAMILY WORKS PO BOX 31112 SEATTLE WA 98103 N/A PC UNRESTRICTED GENERAL 5000 FRED HUTCHISON CANCER RESEARCH 1100 FAIRVIEW AVE N SEATTLE WA 98109 N/A PC MULTI-YEAR SUPPORT 10000 WESTSIDE BABY 10032 15TH AVE SW SEATTLE WA 98146 N/A PC PROVIDE BASICS FOR CHILDREN 5000 CITY MINISTRIES 9007 132ND AVE NE KIRKLAND WA 98033 N/A PC FOSTER CARE CHILD PLACEMENT 5000 ELIZABETH GREGORY HOME 1604 NE 50TH ST SEATTLE WA 98105 N/A PC UNRESTRICTED GENERAL 5000 UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98195 N/A PC STUDY OF AI MODELS OF COVID 7000 MEDIC ONE FOUNDATION 11747 NE 1ST ST 310 BELLEVUE WA 98005 N/A PC ADVANCED PEDIATRIC TRAINING 5000 TEEN FEED 4740 B UNIVERSITY WAY NE SEATTLE WA 98105 N/A PC UNRESTRICTED GENERAL 5000 AIDS HOUSING ASSOCIATION dba AHAT HOMECARE 301 N L ST TACOMA WA 98403 N/A PC UNRESTRICTED GENERAL 5000 192666 14 121000 18 270752 391752 391752 false false false false false false false false false false TAX PREPARATION FEE - BOA 1250 750 500 FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES. 464287507 ISHARES CORE S&P MID 65282 211640 921943858 VANGUARD FTSE DEVELO 217551 363885 202671913 AGGREGATE BOND COMMO 720941 723519 207543877 SMALL CAP GROWTH LEA 127075 145766 29099J109 EMERGING MARKETS STO 190354 214903 303995997 SMALL CAP VALUE COMM 135097 154469 323991307 MID CAP GROWTH COMMO 178985 197806 45399C107 DIVIDEND INCOME COMM 237394 237310 99Z466197 INTERNATIONAL FOCUSE 306449 369409 922042858 VANGUARD FTSE EMERGI 201541 218642 922908363 VANGUARD 500 INDEX F 153320 480988 99Z639934 LARGE CAP CORE COMMO 409555 483218 99Z639942 MID CAP CORE COMMON 188148 215319 99Z639959 SMALL CAP CORE COMMO 117703 138116 693390882 PIMCO INTERNATIONAL 99Z665806 MID CAP VALUE COMMON 173609 184897 52469H255 CLEARBRIDGE LARGE CA 118775 190844 92206C680 VANGUARD RUSSELL 100 130323 246311 09251M801 BLACKROCK EQTY DIVID 236418 256273 74256W584 PRINCIPAL MIDCAP FUN 72570 157158 74440Y884 PGIM HIGH YIELD FUND 48084 49397 CTF TIMING ADJUSTMENT 5647 ROUNDING 1 OTHER ALLOCABLE EXPENSE-PRINCI 1347 1347 0 OTHER ALLOCABLE EXPENSE-INCOME 1348 1348 0 STATE FILING FEE 25 0 25 YE SALES ADJUSTMENT 2160 OTHER PROFESSIONAL FEES - CHAR 7053 7053 FOREIGN TAXES 2627 2627 0 EXCISE TAX - PRIOR YEAR 833 0 0 EXCISE TAX ESTIMATES 1588 0 0 FOREIGN TAXES ON QUALIFIED FOR 589 589 0 FOREIGN TAXES ON NONQUALIFIED 485 485 0