Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby
The Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby is a private foundation based in Woburn, Massachusetts. Its 2025 filing reports grants to charitable organizations, with listed purposes including research and services.
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby at a glance
In short: Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby gave $451K across 19 grants in 2025 (avg $24K), top state Massachusetts. 37% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $451,000
- +67.3% vs 2024
- Grants made (2025)
- 19
- +90.0% vs 2024
- Average grant
- $23,737
- -11.9% vs 2024
- Median grant
- $10,000
- Total assets
- $11,922,161
- +97.9% vs 2024
- New grantees (estimate)
- 37% first-time grantees (7 of 19, 2025; small sample)
- Primary geography
- Massachusetts (38% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: Co Aspen Tax 444 Washington Street, Woburn, MA 01801
Phone: (617) 242-3034
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Sjogrens Foundation ($100K). Together the top 10 received $398K.
Grant Size Distribution
68 grants across all recorded years
The most common grant size was under $50K: 62 grants of 68 (91%).
Geographic Focus
Where this funder awards grants
In 2025, grant dollars were distributed among recipients in Massachusetts (38%), Virginia (27%), Oregon (17%), Texas (11%), and California (4%).
Grant Distribution by State
Share of 2025 grant dollars across all 19 itemized grants.
Cities
Is Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby open to new grantees?
37%
first-time grantees, 2025
In 2025, 7 of 19 grantees (37%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $9K; repeat grants $33K. How we count
Medians: $5K first-time, $20K repeat.
- 37% of 2025 grantees were also funded in 2024. Method
- Giving grew 401% from 2022 to 2025. Method
- In 2025 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $90K (2022) to $451K (2025). In 2025 it made 19 grants totaling $451K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sjogrens Foundation Reston, VA | Research | $100,000 |
| Asher House Salem, OR | Services | $75,000 |
| Dana Farber Boston, MA | Research | $53,000 |
| Susan G Komen Dallas, TX | Research | $50,000 |
| Spaulding Rehab Boston, MA | Services | $30,000 |
| Mass General Hospital Somerville, MA | Research | $25,000 |
| The ALS Association Arlington, VA | Research | $20,000 |
| Alzheimers Disease Research Boston, MA | Research | $20,000 |
| The Leukemia & Lymphoma Society New York, NY | Research | $15,000 |
| Perkins School for the Blind Watertown, MA | Services | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $11,922,161 | $6,440,163 | $542,102 | $451,000 | 19 | $470,670 | $379,955 | $391,848 |
| 2024 | $6,024,100 | $317,060 | $333,922 | $269,500 | 10 | $282,455 | $277,140 | $335,294 |
| 2023 | $6,040,962 | $4,422,509 | $283,933 | $238,000 | 15 | $248,613 | $187,117 | $273,312 |
| 2022 | $1,902,386 | $81,958 | $114,475 | $90,000 | 8 | $95,807 | $63,349 | $111,587 |
| 2021 | $1,934,903 | $84,697 | $198,783 | $170,000 | 16 | $176,399 | $64,383 | $119,295 |
| 2020 | $2,048,989 | $53,294 | $211,665 | $175,000 | 13 | — | $26,947 | $113,354 |
Under IRS private-foundation payout rules, Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby reported a distributable amount of $392K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support designated for research and services. Among the organizations it supported, the Sjögren’s Foundation says its mission includes providing education and resources to patients and families, advocacy, and funding innovative research. Perkins School for the Blind describes its work as serving people with multiple disabilities, families, and professionals through education services, accessibility, professional development, and innovation. Kiku Gardens says it provides services or facilities for seniors and people with health conditions or impairments, with the stated aim of meeting their needs and promoting well-being.
Grantmaking
In 2025, the foundation reported 19 grants totaling $451,000. Grant amounts ranged from $3,000 to $100,000, with a median grant of $10,000.
Among its largest 2025 grants were $100,000 to the Sjögren’s Foundation for research, $75,000 to Asher House for services, $53,000 to Dana-Farber for research, $50,000 to Susan G. Komen for research, and $30,000 to Spaulding Rehab for services. Other reported grants included $25,000 to Mass General Hospital for research, $20,000 each to the ALS Association and Alzheimer’s Disease Research for research, and $10,000 each to Perkins School for the Blind, the Boston House, and the Athenaeum for services. Kiku Gardens received $5,000 in 2025.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Linda S Kennedy Dalby, Michael Charland, and David Summers as trustees.
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Linda S. Kennedy Dalby
Trustee
On filings since 2020
1.3 hrs/week
$6K (2021) → $0 (2025)
David Summers
Trustee
On filings since 2020
1.3 hrs/week
No compensation reported
Michael Charland
Trustee
New on the 2025 filing
1.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $10K, to Linda S Kennedy Dalby (Trustee).
Frequently asked questions about Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby
How much does Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby give each year?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby gave $451K across 19 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $270K across 10 grants.
What is Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's typical grant size?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's median grant in 2025 was $10,000, and its average grant was $23,737, across 19 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby that year got $9K on average.
Where does Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby give grants?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's top state is Massachusetts, with 38% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Virginia (27%) and Oregon (17%). The most frequent recipient cities were Boston, MA (4 grants), Somerville, MA (2 grants) and San Diego, CA (2 grants).
Does Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby give general operating support?
Not in 2025: none of the 19 grants with a stated purpose on Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Services" (11 grants) and "Research" (7 grants).
Who are Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's largest grantees?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's largest 2025 grantees include Sjogrens Foundation ($100,000), Asher House ($75,000) and Dana Farber ($53,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby reported $11.9M in total assets on its 2025 IRS Form 990-PF. It paid out $471K in qualifying distributions that year, against a required minimum of $392K (roughly 5% of its investment assets).
What does Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby fund?
No mission statement for the foundation is provided. Its 2025 grants include support designated for research and services. See mission & focus areas ↑
How do I apply for a grant from Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's EIN?
Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's EIN (Employer Identification Number) is 46-2482110. IRS Form 990 filing data is available on this page for 2020–2025.
Does Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 18, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/josephine-and-bernard-wilkinson-us-fdn-linda-s-kennedy-dalby-morg_f03c81951b3745c49a18b0545f0a8c5b
BibTeX
@misc{grantable_462482110_2026,
author = {{Grantable}},
title = {{Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/josephine-and-bernard-wilkinson-us-fdn-linda-s-kennedy-dalby-morg_f03c81951b3745c49a18b0545f0a8c5b},
note = {Accessed 2026-10-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Josephine and Bernard Wilkinson US Fdn Linda S Kennedy Dalby's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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