Nonprofit · EIN 46-2482110
JOSEPHINE AND BERNARD WILKINSON US FOUNDATION
Tax-exempt · WOBURN, MA 01801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,440,163 | $542,102 | $5,898,061 | $11,922,161 | $0 | $11,922,161 |
| December 31, 2024 | 990-PF | $317,060 | $333,922 | -$16,862 | $6,024,100 | $0 | $6,024,100 |
| December 31, 2023 | 990-PF | $4,422,509 | $283,933 | $4,138,576 | $6,040,962 | $0 | $6,040,962 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,000,000
- Dividends
- $162,768
- Interest
- $41,309
- Net gain from sales of assets
- $236,086
Expenses
- Grants and similar amounts paid
- $451,000
- Disbursements for charitable purposes
- $470,670
- Excise tax on investment income
- $5,281
Balance sheet and other
- Total assets, start of year
- $6,024,100
- Total assets, end of year
- $11,922,161
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,922,161
- Fair market value of assets
- $12,980,735
- Qualifying distributions
- $470,670
- Net investment income
- $440,163
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA S KENNEDY DALBY 6575 BLUEFIELD PLACE, SAN DIEGO, CA 92120 | TRUSTEE | 1.25 | $0 |
| MICHAEL CHARLAND 160 FEDERAL STREET 22 FLOOR, BOSTON, MA 02110 | TRUSTEE | 1.25 | $0 |
| DAVID SUMMERS PO BOX 1373, HAMILTON HM FX, BD | TRUSTEE | 1.25 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA S KENNEDY DALBY 197 EIGHTH STREET UNIT 726, CHARLESTOWN, MA 02129 | TRUSTEE | 1.25 | $0 |
| DAVID SUMMERS PO BOX 1373, HAMILTON HM FX, BD | TRUSTEE | 1.25 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA S KENNEDY DALBY 197 EIGHTH STREET UNIT 726, CHARLESTOWN, MA 02129 | TRUSTEE | 1.25 | $10,000 |
| DAVID SUMMERS PO BOX 1373, HAMILTON HM FX, BD | TRUSTEE | 1.25 | $0 |
Address and contacts
- Address (IRS master file)
- CO ASPEN TAX 444 WASHINGTON STREET, WOBURN, MA 01801-0000
- In care of
- % ASPEN TAX GROUP INC
- Signed the 990-PF
- MICHAEL CHARLAND, TRUSTEE
- Phone
- (617) 242-3034
- Return prepared by
- Aspen Tax Group Inc
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-2482110
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,922,161
- Income (IRS master file)
- $7,865,072
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,440,163 | $542,102 | $11,922,161 | XML |
| 990-PF | December 2024 | $317,060 | $333,922 | $6,024,100 | XML |
| 990-PF | December 2023 | $4,422,509 | $283,933 | $6,040,962 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-2482110).
Questions about JOSEPHINE AND BERNARD WILKINSON US FOUNDATION
- What is the EIN of JOSEPHINE AND BERNARD WILKINSON US FOUNDATION?
- The employer identification number (EIN) of JOSEPHINE AND BERNARD WILKINSON US FOUNDATION is 46-2482110.
- Is JOSEPHINE AND BERNARD WILKINSON US FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to JOSEPHINE AND BERNARD WILKINSON US FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE AND BERNARD WILKINSON US FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE AND BERNARD WILKINSON US FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE AND BERNARD WILKINSON US FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JOSEPHINE AND BERNARD WILKINSON US FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JOSEPHINE AND BERNARD WILKINSON US FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,440,163, expenses of $542,102 and total assets of $11,922,161 at year end.
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