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Josephine And Bernard Wilkinson Us Foundation

  • Woburn, MA
  • Tax-exempt since Aug. 2013
  • EIN: 46-2482110

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$317k (2024)

Expenses
$334k (2024)

Total Assets
$6.02M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$317,060
Expenses
$333,922
Net Income
-$16,862
Net Assets
$6,024,100
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $23,250
7.3%
Dividends $193,410
61.0%
Sales of Assets $100,400
31.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $282,455
84.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,024,100
Total Liabilities $0
Net Assets $6,024,100
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $0 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,422,509
Expenses
$283,933
Net Income
$4,138,576
Net Assets
$6,040,962
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $4,202,142
95.0%
Interest Revenue $73,196
1.7%
Dividends $103,034
2.3%
Sales of Assets $44,137
1.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $248,613
87.6%
Compensation of Officers* $10,000
3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $6,040,962
Total Liabilities $0
Net Assets $6,040,962
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $10,000 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,958
Expenses
$114,475
Net Income
-$32,517
Net Assets
$1,902,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,048
2.5%
Dividends $48,400
59.1%
Sales of Assets $31,510
38.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $95,807
83.7%
Compensation of Officers* $5,287
4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,902,386
Total Liabilities $0
Net Assets $1,902,386
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $5,287 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$84,697
Expenses
$198,783
Net Income
-$114,086
Net Assets
$1,934,903
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13
0.0%
Dividends $50,354
59.5%
Sales of Assets $34,330
40.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,399
88.7%
Compensation of Officers* $6,064
3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,934,903
Total Liabilities $0
Net Assets $1,934,903
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $6,064 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,294
Expenses
$211,665
Net Income
-$158,371
Net Assets
$2,048,988
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $697
1.3%
Dividends $50,540
94.8%
Sales of Assets $2,057
3.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $183,579
86.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,048,989
Total Liabilities $1
Net Assets $2,048,988
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $0 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Sept. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,959
Expenses
$99,933
Net Income
-$17,974
Net Assets
$2,207,359
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $14,308
17.5%
Interest Revenue $21,337
26.0%
Dividends $41,878
51.1%
Sales of Assets $4,436
5.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $84,474
84.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,207,360
Total Liabilities $1
Net Assets $2,207,359
Compensation
Key Employees and Officers Compensation Other
Linda S Kennedy Dalby (Trustee) $0 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,040,494
Expenses
$50,753
Net Income
$989,741
Net Assets
$2,225,334
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $999,985
96.1%
Interest Revenue $24,275
2.3%
Dividends $15,739
1.5%
Sales of Assets $495
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,769
68.5%
Compensation of Officers* $3,778
7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,225,334
Total Liabilities $0
Net Assets $2,225,334
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby Kennedy (Trustee) $3,778 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 30, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,794
Expenses
$9,663
Net Income
$82,131
Net Assets
$1,235,593
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $84,750
92.3%
Interest Revenue $0
Dividends $15,738
17.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,175
22.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,235,593
Total Liabilities $0
Net Assets $1,235,593

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,122,086
Expenses
$8,565
Net Income
$1,113,521
Net Assets
$1,153,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,121,972
100.0%
Interest Revenue $4
0.0%
Dividends $110
0.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,451
98.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,153,462
Total Liabilities $0
Net Assets $1,153,462
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby Kennedy (Trustee) $0 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Aug. 22, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$120,001
Expenses
$80,060
Net Income
$39,941
Net Assets
$39,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $120,000
100.0%
Interest Revenue $0
Dividends $0
Sales of Assets $1
0.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $80,000
99.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $39,941
Total Liabilities $0
Net Assets $39,941
Compensation
Key Employees and Officers Compensation Other
Linda S Dalby Kennedy (Trustee) $0 $0
David Summers (Trustee) $0 $0

Document Links

990-PF
Filed on Oct. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1
Expenses
$0
Net Income
$1
Net Assets
$1
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $0
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1
Total Liabilities $0
Net Assets $1

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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