THE WILKE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE WILKE FAMILY FOUNDATION (EIN 26-1207948)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202131339349101018
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:12:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261207948 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wilke Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | WILK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY A WILKE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY A | PersonFirstNm |
| Person Last | WILKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $58,099,747 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,586,242 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,769 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,769 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,313,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,293,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,858,036 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,133,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,091,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $71,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,534 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $106 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $106 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $122,946 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,604 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $49,995 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $470 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,714 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,698,089 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,698,089 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,942,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,714 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,747,614 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,190,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,016,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $625,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,900,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,900,307 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,329 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,802 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,329 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,329 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,199,184 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,104,595 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,129,055 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,033,245 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,411,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,303,465 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,048,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,679,283 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,761,591 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $28,910,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,101,366 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $58,099,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,910,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,101,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,910,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,101,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,910,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,101,366 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,910,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,190,581 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,101,366 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,101,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $17,293,677 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,435,641 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,858,036 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,858,036 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,858,036 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $125,328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $125,328 | SubtotalAmt |
| Tax Based On Investment Income | $125,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $119,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $119,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,528 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jeffrey Allan Wilke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Liesl D Wilke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Taylor Wilke | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goldman Sachs | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 719 SECOND AVE SUITE 1300 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $71,534 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,783,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $876,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,660,453 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,660,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $744,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,915,546 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,445,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,445,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $125,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $125,328 | TotalTaxAmt |
| Distributable Before Adj | $2,320,449 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,320,449 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,320,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,747,614 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,747,614 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,747,614 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,320,449 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $656,991 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,075,653 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,224,861 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,957,505 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,747,614 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,320,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $427,165 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,384,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $656,991 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,727,679 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,075,653 | ExcessFromYear2Amt |
| Excess From Year1 | $2,224,861 | ExcessFromYear1Amt |
| Excess From Current Year | $427,165 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey Allan Wilke | ContributingManagerNm |
| Contributing Manager | Liesl D Wilke | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF TELEVISION ARTS & SCIENCES FOUNDATION | |||||||
| 5220 LANKERSHIM BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | General & Unrestricted | $25,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | Computer Science Initiative | $500,000 |
| ARTIST TRUST | |||||||
| 1835 12TH AVE | SEATTLE | WA | 98122 | N/A | PC | COVID-19 relief fund | $30,000 |
| CHILDREN IN CONFLICT INC | |||||||
| 379 W BROADWAY | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $10,000 |
| CITY OF SEATTLE | |||||||
| PO BOX 94669 | SEATTLE | WA | 98124 | N/A | GOV | COVID pledge small business stabilization fund | $30,000 |
| CODE ORG | |||||||
| 1501 4TH AVE STE 900 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $100,000 |
| EAGLE AND THE BADGE INC | |||||||
| 1308 W 8TH ST 4TH FL | LOS ANGELES | CA | 90017 | N/A | PC | General & Unrestricted | $20,000 |
| FARESTART | |||||||
| 700 VIRGINIA ST | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $30,000 |
| FOOD LIFELINE | |||||||
| 815 S 96TH ST | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $100,000 |
| HARVEY MUDD COLLEGE | |||||||
| 301 PLATT BLVD | CLAREMONT | CA | 91711 | N/A | PC | Presidential Scholarship fund | $20,000 |
| HOPEWELL FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | Citizens for Democracy program | $25,000 |
| HOUSTON FOOD BANK | |||||||
| 535 PORTWALL ST | HOUSTON | TX | 77029 | N/A | PC | General & Unrestricted | $100,000 |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||
| 125 MAIDEN LN 9TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| JENESSE CENTER INC | |||||||
| PO BOX 8476 | LOS ANGELES | CA | 90008 | N/A | PC | General & Unrestricted | $5,000 |
| LIFE SUPPORT | |||||||
| PO BOX 264 | S CLE ELUM | WA | 98943 | N/A | PC | General & Unrestricted | $5,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR BLDG W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | The Wilke Inclusion Leadership fund | $500,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DR BLDG W98-300 | CAMBRIDGE | MA | 02139 | N/A | PC | Sloan Annual Fund | $50,000 |
| NARRATIVE MAGAZINE INC | |||||||
| 2443 FILLMORE ST 214 | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $25,000 |
| NEW AMERICA FOUNDATION | |||||||
| 740 15TH ST NW STE 900 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $50,000 |
| NORTHWEST HARVEST E M M | |||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | General & Unrestricted | $30,000 |
| OPERATION SMILE INC | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | N/A | PC | Charitable Event | $5,000 |
| PACIFIC RESIDENT THEATRE ENSEMBLE | |||||||
| 703 VENICE BLVD | VENICE | CA | 90291 | N/A | PC | General & Unrestricted | $10,000 |
| RAINIER SCHOLARS | |||||||
| 2100 - 24TH AVE S | SEATTLE | WA | 98144 | N/A | PC | General & Unrestricted | $15,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | |||||||
| PO BOX 5371 MAIL STOP S-200 | SEATTLE | WA | 98145 | N/A | PC | It Starts With Yes Campaign | $15,000 |
| SEATTLE CHILDRENS HOSPITAL FOUNDATION | |||||||
| PO BOX 5371 MAIL STOP S-200 | SEATTLE | WA | 98145 | N/A | PC | Pediatric Cancer Immunotherapy Research fund | $100,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | Annual Giving fund | $100,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER ST | PRINCETON | NJ | 08540 | N/A | PC | Annual Giving fund | $89 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION | |||||||
| BOX 45339 | SAN FRANCISCO | CA | 94145 | N/A | PC | Quantitative Biosciences Institute/QCRG Corona Virus Research fund | $50,000 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | N/A | PC | Covenant Scholarship Fund | $250,000 |
| UNIVERSITY OF PITTSBURGH | |||||||
| 128 N CRAIG ST RM 152 | PITTSBURGH | PA | 15260 | N/A | PC | 2019 CampBioE program | $10,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 1900 COMMERCE ST | TACOMA | WA | 98402 | N/A | PC | IPD Translational Investigator Research fund | $100,000 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | College of Education DEW Scholarship fund | $100,000 |
| VILLAGE THEATRE | |||||||
| 303 FRONT ST N | ISSAQUAH | WA | 98027 | N/A | PC | General & Unrestricted | $20,000 |
| WHITMAN COLLEGE BOARD OF TRUSTEES | |||||||
| 345 BOYER AVE | WALLA WALLA | WA | 99362 | N/A | PC | to fund the Wilke Family Computational Lab | $200,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | N/A | PC | Charitable Event | $5,000 |
| WORLDREADER ORG | |||||||
| 2030 1ST AVE STE 300 | SEATTLE | WA | 98121 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,698,089 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,769 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,313,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,547,009 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,547,009 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Wilke Jeffrey Allan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 Yale Ave N 316 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,586,242 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | AMAZON COM AMZN, 1100 sh. | NoncashPropertyDesc |
| Fair Market Value | $3,586,242 | FairMarketValueAmt |
| Received | 2020-09-10 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC - 2.900% - 11/06/20 | $46,425 | $47,074 |
| AIR LEASE CORP NOTE - 3.375% - | $99,058 | $101,066 |
| AMPHENOL CORP - 2.050% - 03/01 | $54,906 | $58,102 |
| APPLE INC NOTE - 2.250% - 02/2 | $126,762 | $125,069 |
| ASIAN DEVELOPMENT BK - 2.750% | $149,161 | $158,366 |
| AT&T - 4.250% - 03/01/2027 | $54,628 | $58,443 |
| BB&T CORP - 3.700% - 06/05/202 | $74,848 | $84,799 |
| BP CAP MKTS AMER INCNOTE - 3.2 | $45,066 | $48,260 |
| BURLINGTON NORTH SF - 3.750% - | $61,083 | $65,771 |
| CITIGROUP INC - 4.125% - 07/25 | $17,438 | $17,545 |
| CITIGROUP INC NOTE - 3.668% - | $34,001 | $34,126 |
| CROWN CASTLE INTL CORP - 4.450 | $43,807 | $46,285 |
| CVS HEALTH - 3.875% - 07/20/20 | $52,860 | $56,626 |
| JOHN DEERE CAPITAL CORP - 2.60 | $64,889 | $69,592 |
| JPMORGAN CHASE &CO - 3.782% - | $34,258 | $34,456 |
| LABORATORY CORP OF AMER NT - 3 | $49,960 | $51,494 |
| MOODYS CORP - 2.625% - 01/15/2 | $57,950 | $62,601 |
| MORGAN STANLEY - 0.864% - 10/2 | $20,000 | $20,164 |
| ORACLE CORP NOTE - 2.950% - 11 | $54,913 | $59,838 |
| PACCAR FINANCIAL CORP - 1.800% | $39,968 | $41,908 |
| PAYPAL HOLDINGS INC - 2.200% - | $29,962 | $30,997 |
| PHILIP MORRIS INTL INC NOTE - | $44,807 | $46,700 |
| ROPER TECHNOLOGIES INC - 3.800 | $48,301 | $51,989 |
| ROYAL BK CDA - 2.750% - 02/01/ | $99,976 | $102,738 |
| SYNCHRONY FINANCIAL NOTE - 3.7 | $50,242 | $50,716 |
| THERMO FISHER SCIENTIFIC INC - | $61,937 | $62,570 |
| UNITED PARCEL SERVICE - 2.800% | $19,920 | $21,615 |
| VEREIT OPERATING PARTNER - 3.9 | $27,889 | $28,346 |
| VERIZON COMMUNICATIONS INC - 2 | $56,059 | $65,746 |
| WELLS FARGO - 4.300% - 07/22/2 | $58,209 | $58,589 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $33,515 | $72,094 |
| ADYEN N.V. | $36,294 | $45,472 |
| AIA GROUP LTD ADR | $66,488 | $90,596 |
| ALCON INC | $43,881 | $50,541 |
| AMADEUS IT HLDS SA | $52,926 | $51,546 |
| AMAZON COM | $10,199,362 | $33,458,441 |
| AON PLC CL A | $32,736 | $33,592 |
| ASML HOLDING NV NY REG SHS | $30,411 | $83,888 |
| ATLAS COPCO AB A SHS ADR | $38,119 | $51,335 |
| CANADIAN PACIFIC RAILWAY LTD | $32,900 | $76,272 |
| CSL LTD | $32,205 | $78,867 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $21,969 | $66,712 |
| EXPERIAN GROUP LTD S/ADR | $39,254 | $75,351 |
| FERRARI NV | $27,559 | $41,314 |
| GOLDMAN SACHS TACTICAL TILT OV | $1,335,045 | $1,271,437 |
| HDFC BANK LTD ADR | $46,374 | $77,969 |
| ICON PLC - AMERICAN DEPOSITARY | $11,481 | $26,127 |
| LONZA GROUP AG UNSP/ADR | $50,580 | $52,097 |
| LULULEMON ATHLETICA INC | $36,420 | $58,121 |
| LVMH MOET HENN UNSP | $25,915 | $76,834 |
| MERCADOLIBRE, INC | $42,683 | $112,240 |
| METTLER-TOLEDO INTL | $24,862 | $46,727 |
| MONDRIAN INTERNATIONAL EQUITY | $2,727,435 | $3,373,255 |
| NESTLE S.A | $35,867 | $52,892 |
| PERNOD-RECARD SA | $33,507 | $38,427 |
| RESMED INC | $32,826 | $66,744 |
| SHOPIFY INC | $6,528 | $55,466 |
| SIKA AG BEARER SHS | $31,807 | $47,081 |
| SMITH & NEPHEW PLC ADR | $46,145 | $44,574 |
| SPDR DJ WILSHIRE INT | $809,191 | $728,094 |
| STERIS PLC | $29,217 | $46,437 |
| T. ROWE PRICE INSTL EMERG | $890,884 | $1,244,881 |
| T. ROWE PRICE INSTL HIGH YIELD | $2,451,175 | $2,445,770 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $29,076 | $108,713 |
| TENCENT HOLDINGS LIMITED | $27,215 | $53,558 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,104,595 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,129,055 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $49,500 | $49,500 | |
| Bank Charges | $470 | $470 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $71,534 | Amt |
| Net Investment Income | $71,534 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $119,800 | |
| 990-PF Extension for 2019 | $542 | |
| Foreign Tax Paid | $2,604 | $2,604 |