2024-08-11T09:44:08-07:00 2023-12-31 200467068 JOEL M SHAPIRO CPA PC 375 GUILDHALL GRV ALPHARETTA GA 30022 990PF 2023-01-01 823677192 Wickman Family Foundation Inc WICK 5084790617 27 Willow Road Harvard MA 01451 Willie D Wickman Director 5084790617 2024-01-27 true true Joel M Shapiro CPA P00486872 7707546671 2024-08-11 2023 2024-08-08 14:25:15Z X 485408 X 100122 556 556 10186 10186 101739 0 252 111116 112481 0 1425 1425 3002 3002 1600 0 0 6027 3002 1425 28350 28350 34377 3002 29775 76739 109479 33501 16411 16411 0 0 14611 18049 18049 274001 400438 400438 33088 50510 50510 0 0 0 0 0 0 355201 485408 485408 12837 17237 0 0 0 12837 17237 X 342364 468171 342364 468171 355201 485408 342364 76739 49068 468171 468171 Publicly Traded Securities 352918 0 251179 101739 0 0 0 101739 101739 1522 0 1522 0 1522 252 1500 1752 -1752 X 61 169 169 false false false false false false false true true GA true false true false false false N/A Willie Wickman 5084790617 27 Willow Road Harvard MA 01451 false false false false false false false false false false false false false false false false false false false false Willie D Wickman 27 Willow Road Harvard MA 01451 Director 1.00 0 0 0 Darrell L Wickman 27 Willow Road Harvard MA 01451 Director 1.00 0 0 0 NONE 0 NONE 0 418494 49007 0 467501 0 467501 7013 460488 23024 23024 1522 1522 21502 21502 21502 29775 29775 21502 4309 20911 28700 21985 6896 82801 29775 0 17193 12582 4309 4309 91074 0 0 0 0 0 91074 20911 28700 21985 6896 12582 Willie Wickman Darrell Wickman X Harvard Schools Trust PO Box 450 Harvard MA 01451 PC To fund operations 100 Harvard Unitarian Church 9 Ayer Road Harvard MA 01451 PC To fund operations 15000 George School 1690 Newtown-Langhorne Rd Newtown PA 18940 PC To fund operations 1000 University of Michigan 503 Thompson Street Ann Arbor MI 48109 PC To fund operations 1000 First Descent 3001 Brighton Blvd Ste 623 Denver CO 80216 PC To fund operations 500 Fivesparks 7 Fairbank Street Harvard MA 01451 PC To fund operations 1000 Nature Conservancy 4245 N Fairfax Dr Ste 100 Arlington VA 22203 PC To fund operations 500 NRDC 40 West 20th Street New York NY 10011 PC To fund operations 500 Groton Hill Music Center 122 Old Ayer Road Groton MA 01450 PC To fund operations 500 World Wildlife Fund 1250 Twenty-Fourth St NW Washington DC 20090 PC To fund operations 500 Harvard Conservation Trust 102 Prospect Hill Road Harvard MA 01451 PC To fund operations 250 Young Heroes 415 Deerfield Circle Ft Collins CO 80524 PC To fund operations 1000 The Environmental Defense Fund 257 Park Ave S 15 New York NY 10010 PC To fund operations 500 Children's Defense Fund PO Box 803638 Chicago IL 60680 PC To fund operations 500 Reading is Fundamental PO Box 96897 Washington DC 20090 PC To fund operations 200 Harvard Historical Society 215 Still River Road Harvard MA 01451 PC To fund operations 500 WGBH Education Fund PO Box 55875 Boston MA 02135 PC To fund operations 700 WBUR 890 Commonwealth Ave 3rd Fl Boston MA 02135 PC To fund operations 700 Open Sky Community Services 4 Mann Street Worcester MA 01602 PC To fund operations 500 St Lawrence University 23 Romada Drive Canton NY 13617 PC To fund operations 100 Unicef PO Box 96964 Washington DC 20077 PC To fund operations 200 The Compassionate Friends PO Box 48660 Wixom MI 48393 PC To fund operations 100 NRWA 8400 Normandale Lake Blvd Ste 920 Bloomington MN 55437 PC To fund operations 100 Trustees of Reservation 200 High Street Boston MA 02110 PC To fund operations 100 Gumboat Friday PO Box 10271 Dominion Rd Auckland NZ 1446 PC To fund operations 500 Touchstone Community School 54 Leland Street Grafton MA 01519 PC To fund operations 100 The Food Project 10 Lewis Street Concord MA 01773 PC To fund operations 250 Clinton Rotary 27 High Street Clinton MA 01510 PC To fund operations 1000 Thurston Healing Garden 145 Bolton Road Harvard MA 01451 PC To fund operations 100 Pine Street Inn PO Box 55945 Boston MA 02118 PC To fund operations 250 Nashua River Watershed Assoc 592 Main Street Groton MA 01450 PC To fund operations 100 28350 0 14 556 14 10186 10742 10742 false false false false false false false false false false X X 1 Other Stuff LLC 27 Willow Road Harvard MA 01451 100122 X 1 200 shrs Microsoft Corp 50032 2023-02-28 1 101 shrs Proctor & Gamble 14053 2023-02-28 1 179 shrs Proctor & Gamble 24906 2023-02-28 1 80 shrs Proctor & Gamble 11131 2023-02-28 Joel Shapiro CPA Tax Preparation 1425 1425 Part VII-A (List of Substantial Contributors) Other Stuff, LLCOther Stuff, LLCOther Stuff, LLC 4,571 shrs BNY Mellon Bond Fund 50510 50510 70 shrs IShares Tr (IJH) 19401 19401 4,297 shrs Blackrock Strategic Income Opp 40564 40564 1,075 shrs BNY Mellon High Yld Fund - Class I 5763 5763 1,230 shrs BNY Mellon Floating Rate Inc Fund 13590 13590 750 shrs Tcw Emerging Markets Inc Fund-I 4827 4827 110 shrs IShares MSCI Eafe Small Cap Idx 6809 6809 692 shrs GQG Partners Emerging Mkts 10966 10966 578 shrs BNY Mellon Intl Stock Fund 18375 18375 445 shrs IShares S&P 500 Index Fund 212545 212545 777 shrs Champlain Mid Cap Fund 18767 18767 523 shrs Fuller & Thaler Behavioral Small Cap 21948 21948 414 shrs Dfa Emerg Markets Core Equity 9295 9295 250 shrs IShares Core MSCI Eafe ETF 17588 17588 18049 18049 2022 Excise Tax Refund 252 Net Change In Unrealized Gain/Loss 42884 Adj for FMV of Securities 6184 BNY Mellon Invest Adv Fees 3002 3002 2022 Excise Tax 1600