STRATEGY STUDIO / PUBLIC DATA EXPLORER

WIL-DAE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WIL-DAE CHARITABLE FOUNDATION INC (EIN 04-3519293)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-02
IRS object ID
202440939349100209
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-02T08:29:28-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043029423PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Alan Hankowski CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124 Crafts AvenueAddressLine1Txt
CityNorthamptonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043519293EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WIL-DAE CHARITABLE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWIL-BusinessNameControlTxt
Phone6177338154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 MOUNTAIN ROADAddressLine1Txt
CityNORTH HATFIELDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN D JOHNSONPersonNm
Person TitlePresidentPersonTitleTxt
Signature2024-04-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEN DPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAlan Hankowski CPAPreparerPersonNm
PTINP00634319PTIN
Phone4135865063PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$124,083FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,906DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,906DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,421GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$606CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,512TotalRevAndExpnssAmt
Total Net Invst Incm$2,512TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,540AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$508AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,032AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,007OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,007OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$39TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$54OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$54OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,640TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,515TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,086TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,640TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,515TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,086TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,128ExcessRevenueOverExpensesAmt
Net Investment Income$997NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOYFMV$978CashEOYFMVAmt
Sav And Temp Cash Invst BOY$5,315SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$978SavAndTempCashInvstEOYAmt
Other Investments BOY$67,621OtherInvestmentsBOYAmt
Other Investments EOY$66,806OtherInvestmentsEOYAmt
Other Investments EOYFMV$123,105OtherInvestmentsEOYFMVAmt
Total Assets BOY$72,936TotalAssetsBOYAmt
Total Assets EOY$67,784TotalAssetsEOYAmt
Total Assets EOYFMV$124,083TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$72,936RetainedEarningBOYAmt
Retained Earning EOY$67,784RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$72,936TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,784TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$72,936TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,784TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$72,936TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,128ExcessRevenueOverExpensesAmt
Subtotal$67,808SubtotalAmt
Other Decreases$24OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$67,784TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Propertysale of publicly traded securityPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-04AcquiredDt
Sold2023-12-19SoldDt
Gross Sales Price$1,421GrossSalesPriceAmt
Cost Or Other Basis$815CostOrOtherBasisAmt
Gain Or Loss$606GainOrLossAmt
Gains Minus Excess Or Losses$606GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$606CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14InvestmentIncomeExciseTaxAmt
Subtotal$14SubtotalAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Tax Due$14TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1STEVEN D JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6177338154PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19 THORNBERRY LANEAddressLine1Txt
CitySUDBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01776ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILMA L JOHNSON
21 MOUNTAIN ROADNORTH HATFIELDMA01066Treasurer10.00$0
STEVEN D JOHNSON
9 THORNBERRY LANESUDBURYMA01776President10.00$0
ELIZABETH J JOHNSON
9 THORNBERRY LANESUDBURYMA01776Director10.00$0
JEFFREY M JOHNSON
7 SETTLERS DRIVELAKEVILLEMA02247Director10.00$0
CLAIRE M JOHNSON
7 SETTLERS DRIVELAKEVILLEMA02247Director10.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$111,736AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,706AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$115,442TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$115,442AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,732CashDeemedCharitableAmt
Net Vl Noncharitable Assets$113,710NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,686MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,686MinimumInvestmentReturnAmt
Tax Based On Investment Income$14TaxBasedOnInvestmentIncomeAmt
Total Tax$14TotalTaxAmt
Distributable Before Adj$5,672DistributableBeforeAdjAmt
Distributable Before Ded$5,672DistributableBeforeDedAmt
Distributable As Adjusted$5,672DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,086ExpensesAndContributionsAmt
Qualifying Distributions$6,086QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,672DistributableAsAdjustedAmt
Undistributed Income PY$3,405UndistributedIncomePYAmt
Qualifying Distributions$6,086QualifyingDistributionsAmt
Applied To Year1$3,405AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,681AppliedToCurrentYearAmt
Undistributed Income CY$2,991UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
VNA HOSPICE OF COOLEY DICKINSON INC
168 INDUSTRIAL DRIVE 1NORTHAMPTONMA01060N/APCPROGRAM SUPPORT$1,500
BETHLEHEM HOUSE INC
33 KNIPFER AVENUEEASTHAMPTONMA01027N/APCPROGRAM SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,906ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$606RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,906ExclusionAmt
Related Or Exempt Function Incm$606RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,512TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Categorytax return preparationCategoryTxt
Amt$2,540Amt
Net Investment Income$508NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,032DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desccost basis adjustments state streetDesc
Amt$24Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEESDesc
Revenue And Expenses Per Books$54RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$54DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$1,007Amt
Net Investment Income$1,007NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$39Amt