Civic Intelligence

The Willowbank Foundation

990PF • Fiscal year 2012 • EIN 04-6819602

Jan 01, 2012 to Dec 31, 2012 • Filed on May 11, 2013

Organization Profile
123 Pleasant Street No 20201945
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

9th percentile

-18%

Faster asset growth than 9% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$735,666

Down $159,932 (-18%) from 2011

Net Assets

$735,666

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$131,683

Down $85,616 (-39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,029,362Liabilities 2010: $0Net Assets 2010: $1,029,3622010Assets 2011: $895,598Liabilities 2011: $12011Assets 2012: $735,666Liabilities 2012: $0Net Assets 2012: $735,6662012Assets 2013: $873,705Liabilities 2013: $35Net Assets 2013: $873,6702013Assets 2014: $807,191Liabilities 2014: $0Net Assets 2014: $807,1912014Assets 2015: $805,507Liabilities 2015: $0Net Assets 2015: $805,5072015Assets 2016: $805,913Liabilities 2016: $2,426Net Assets 2016: $803,4872016Assets 2017: $821,827Liabilities 2017: $0Net Assets 2017: $821,8272017Assets 2018: $924,444Liabilities 2018: $0Net Assets 2018: $924,4442018Assets 2019: $812,609Liabilities 2019: $02019Assets 2020: $913,147Liabilities 2020: $0Net Assets 2020: $913,1472020Assets 2021: $1,151,155Liabilities 2021: $0Net Assets 2021: $1,151,1552021Assets 2022: $1,710,924Liabilities 2022: $0Net Assets 2022: $1,710,9242022Assets 2023: $1,769,817Liabilities 2023: $0Net Assets 2023: $1,769,8172023Assets 2024: $1,659,004Liabilities 2024: $0Net Assets 2024: $1,659,0042024

Highlighted filing

2012

Assets$735,666
Liabilities$0
Net Assets$735,666
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $84,4992010Revenue 2011: $69,635Expenses 2011: $217,299Net Income 2011: -$147,6642011Expenses 2012: $131,6832012Revenue 2013: $196,191Expenses 2013: $49,614Net Income 2013: $146,5772013Revenue 2014: $55,013Expenses 2014: $122,932Net Income 2014: -$67,9192014Revenue 2015: $48,188Expenses 2015: $51,632Net Income 2015: -$3,4442015Revenue 2016: $36,886Expenses 2016: $41,356Net Income 2016: -$4,4702016Revenue 2017: $48,947Expenses 2017: $31,776Net Income 2017: $17,1712017Revenue 2018: $104,576Expenses 2018: $7,722Net Income 2018: $96,8542018Revenue 2019: $105,578Expenses 2019: $263,225Net Income 2019: -$157,6472019Revenue 2020: $79,635Expenses 2020: $5,750Net Income 2020: $73,8852020Revenue 2021: $240,941Expenses 2021: $7,595Net Income 2021: $233,3462021Revenue 2022: $579,336Expenses 2022: $12,970Net Income 2022: $566,3662022Revenue 2023: $308,460Expenses 2023: $235,306Net Income 2023: $73,1542023Revenue 2024: $76,594Expenses 2024: $190,142Net Income 2024: -$113,5482024

Highlighted filing

2012

Revenue-
Expenses$131,683
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 11, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stephen J LockwoodTrustee-$0--
Frances R LockwoodTrustee-$0--
Henry W Comstock JrTrustee-$0--
Richard E MastrocolaTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGeorge W Bush FoundationSupport of exempt purpose501(c)(3)Dallas, TX, US$83,333
Paid GrantInner City FundScholarship Fund501(c)(3)Boston, MA, US$25,000
Paid GrantMiddlebury CollegeScholarship Fund501(c)(3)Middlebury, VT, US$20,000
Filing and Contact Details

Filer

EIN
04-6819602
Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome00
AccountingFeesSchedule/AccountingFees/Amount01200
AccountingFeesSchedule/AccountingFees/Category0Accounting
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01200
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0723815
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0801723
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0Mellon Bank
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount010941
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0-14667
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount02760
IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0-964
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0-964
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm01200
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01200
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0128333
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0128333
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm010941
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss010941
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-132647
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0809261
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-14667
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome010353
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm02062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss02062
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm02760
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss02760
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm088
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss088
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0128333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm03350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0131683
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome013703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-964
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm03350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss03350
IRS990PF/BalanceSheets/CapitalStockBOY01508596
IRS990PF/BalanceSheets/CapitalStockEOY01508596
IRS990PF/BalanceSheets/CashBOY020917
IRS990PF/BalanceSheets/CashEOY011851
IRS990PF/BalanceSheets/CashEOYFMV011851
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0800622
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0723815
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0801723
IRS990PF/BalanceSheets/InvestmentsOtherBOY074059
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0-612998
IRS990PF/BalanceSheets/RetainedEarningsEOY0-772930
IRS990PF/BalanceSheets/TotalAssetsBOY0895598
IRS990PF/BalanceSheets/TotalAssetsEOY0735666
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0813574
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0895598
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0735666
IRS990PF/BalanceSheets/TotalNetAssetsBOY0895598
IRS990PF/BalanceSheets/TotalNetAssetsEOY0735666
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0-14667
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis0203679
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1620249
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0via BNY Mellon 1099
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Via BNY Mellon 1099
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2Capital Gains Dividends
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1-14877
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses055
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1-14877
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice0203734
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1605372
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2155
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-132647
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases027285
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0762951
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0895598
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0735666
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted040561
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj040561
IRS990PF/DistributableAmount/DistributableAmountBeforeDed040561
IRS990PF/DistributableAmount/MinimumInvestmentReturn040665
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0104
IRS990PF/DistributableAmount/TotalTax0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear0536
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountToBeRefunded00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0640
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment0536
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0104
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0640
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0813574
IRS990PF/MethodOfAccountingAccrual0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0825675
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances016384
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0809291
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable012385
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn040665
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0813290
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0825675
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition20.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition30.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Stephen J Lockwood
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Frances R Lockwood
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Henry W Comstock Jr
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Richard E Mastrocola
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine101880 Gulf Shore Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine111880 Gulf Shore Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12One Post Office Square
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13401 Edgewater Place
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1Naples
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2Boston
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Wakefield
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3MA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode034102
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode134102
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode202109
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode301880
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct062448
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets062344
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.076656
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.217363
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.072409
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.072566
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.020942
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.000000
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets0813290
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear10970851
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201080223
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear30963058
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401193763
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear501430757
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome0104
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0128333
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10211027
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2078218
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3069885
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4025000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear500
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.383280
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0128229
IRS990PF/QualifyingDistributions/ExpensesAndContributions0128333
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0104
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0128333
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0Stephen J Lockwood
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09787409119
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine101880 Gulf Shore Boulevard
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Naples
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0FL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode002109
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0MA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0Letter form
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0Stephen Frances Lockwood co SJL Co
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber09787409119
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10123 Pleasant St Suite 202
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0Marblehead
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode001945
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0Makes Grants to 501(c)(3) organizations
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount083333
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount220000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0Support of exempt purpose
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2Scholarship Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10George W Bush Foundation
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11Inner City Fund
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12Middlebury College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2501(c)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2none
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO Box 600610
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1120 Franklin Street Suite 630
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12139 South Main Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Dallas
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Boston
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Middlebury
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2VT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode075360
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode102109
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode205753
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0128333
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear040561
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted040561
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10163764
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2024437
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear302877
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0278850
IRS990PF/UndistributedIncome/ExcessFromCurrentYear087772
IRS990PF/UndistributedIncome/ExcessFromYear10163764
IRS990PF/UndistributedIncome/ExcessFromYear2024437
IRS990PF/UndistributedIncome/ExcessFromYear302877
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0128333
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus087772
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus0278850
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0191078
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherDecreasesSchedule/OtherDecreases/Amount027285
OtherDecreasesSchedule/OtherDecreases/Description0Change in unrealized appreciation/depreciation
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome10
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome20
OtherExpensesSchedule/OtherExpenses/Description0Management Fees - BNYMellon
OtherExpensesSchedule/OtherExpenses/Description1Investment Expense - BNY Mellon
OtherExpensesSchedule/OtherExpenses/Description2Mass PC Fee
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02023
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome14
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome235
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02023
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks14
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks235
OtherIncomeSchedule2/OtherIncome/Description0Class Action
OtherIncomeSchedule2/OtherIncome/Description1Merger
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome019
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome12741
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks019
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks12741
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount088
TaxesSchedule/Taxes/Category0Foreign Income Taxes
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome088
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0046819602
ReturnHeader/Filer/Name/BusinessNameLine10The Willowbank Foundation
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone09787409119
ReturnHeader/Filer/USAddress/AddressLine10123 Pleasant Street No 202
ReturnHeader/Filer/USAddress/City0Marblehead
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001945
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-11
ReturnHeader/Officer/Name0Richard E Mastrocola
ReturnHeader/Officer/Phone07812459999
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-11
ReturnHeader/PreparerFirm/EIN0042943536
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Tonneson & Company Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10401 Edgewater Place Suite 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Wakefield
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0018806208
ReturnHeader/Preparer/Name0Cynthia P Almquist
ReturnHeader/Preparer/Phone07812459999
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-15T14:00:37-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$735,666
Liabilities
$0
Net assets
$735,666
Revenue
-
Expenses
$131,683
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.19$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.31$0.24$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.58$0.01$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.24$0.01$0.23
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.08$0.01$0.07
2019Summary only. Only limited summary data is available for this year.$0.81$0.00$0.11$0.26$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.10$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.03$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.80$0.04$0.04$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.06$0.12$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.20$0.05$0.15
2012Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.13
2011Summary only. Only limited summary data is available for this year.$0.90$0.00$0.07$0.22$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08