STRATEGY STUDIO / PUBLIC DATA EXPLORER

WIL-DAE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WIL-DAE CHARITABLE FOUNDATION INC (EIN 04-3519293)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-02
IRS object ID
202140929349100609
Schema version
2020v4.0
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)
Return2021-04-02T08:17:08-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-04-02SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$113,800FMVAssetsEOYAmt
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$1,721DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,721DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$665NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,197GrossSalesPriceAmt
Total Rev And Expnss$1,056TotalRevAndExpnssAmt
Total Net Invst Incm$1,721TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$630AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,520AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$853OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$853OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$27TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$54OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$54OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,084TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,483TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,574TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,034TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,483TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,524TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$7,978ExcessRevenueOverExpensesAmt
Net Investment Income$238NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,304SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,185SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,185SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,847CorporateStockBOYAmt
Corporate Stock EOY$1,213CorporateStockEOYAmt
Corporate Stock EOYFMV$1,442CorporateStockEOYFMVAmt
Other Investments BOY$81,192OtherInvestmentsBOYAmt
Other Investments EOY$75,967OtherInvestmentsEOYAmt
Other Investments EOYFMV$109,173OtherInvestmentsEOYFMVAmt
Total Assets BOY$88,343TotalAssetsBOYAmt
Total Assets EOY$80,365TotalAssetsEOYAmt
Total Assets EOYFMV$113,800TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$88,343RetainedEarningBOYAmt
Retained Earning EOY$80,365RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$88,343TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,365TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$88,343TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,365TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,343TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$7,978ExcessRevenueOverExpensesAmt
Subtotal$80,365SubtotalAmt
Tot Net Ast Or Fund Balances EOY$80,365TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Propertysales of publicly traded securitiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$19,197GrossSalesPriceAmt
Cost Or Other Basis$19,862CostOrOtherBasisAmt
Gain Or Loss-$665GainOrLossAmt
Gains Minus Excess Or Losses-$665GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$665CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$665NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3InvestmentIncomeExciseTaxAmt
Subtotal$3SubtotalAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Tax Due$3TaxDueAmt

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$96,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,465AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$105,094TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$105,094AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$103,518NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,176MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,176MinimumInvestmentReturnAmt
Tax Based On Investment Income$3TaxBasedOnInvestmentIncomeAmt
Total Tax$3TotalTaxAmt
Distributable Before Adj$5,173DistributableBeforeAdjAmt
Distributable Before Ded$5,173DistributableBeforeDedAmt
Distributable As Adjusted$5,173DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,524ExpensesAndContributionsAmt
Qualifying Distributions$7,524QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,524AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,173DistributableAsAdjustedAmt
Undistributed Income PY$4,862UndistributedIncomePYAmt
Qualifying Distributions$7,524QualifyingDistributionsAmt
Applied To Year1$4,862AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,662AppliedToCurrentYearAmt
Undistributed Income CY$2,511UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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$1,750
BETHLEHEM HOUSE INC
33 KNIPFER AVENUEEASTHAMPTONMA01027N/APCPROGRAM SUPPORT$2,000
FOOD BANK OF WESTERN MASSACHUSETTS INC
97 NORTH HATFIELD STREETHATFIELDMA01038N/APCPROGRAM SUPPORT$1,200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,721ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$665ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,056ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,056TotalIncomeProducingActyAmt

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$3,150Amt
Net Investment Income$630NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,520DisbursementsCharitablePrpsAmt

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$853Amt
Net Investment Income$853NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$27Amt