Civic Intelligence

The Willy Foundation Inc

990PF • Fiscal year 2021 • EIN 27-0839151

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 08, 2022

Organization Profile
1412 Sweetbrier RoadCharleston, WV 25314

(304) 342-4453

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

24th percentile

-13%

Higher net margin than 24% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.3%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

38th percentile

-8.4%

Faster revenue growth than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$220,821

Down $775 (-0.3%) from 2020

Net Assets

Down

$220,821

Down $775 (-0.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin24th percentile

Revenue

Down

$6,077

Down $554 (-8.4%) from 2020

Expenses

Up

$6,852

Up $937 (+16%) from 2020

Net Income

Down

-$775

Down $1,491 (-208%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2015: $112,813Liabilities 2015: $0Net Assets 2015: $112,8132015Assets 2016: $155,325Liabilities 2016: $0Net Assets 2016: $155,3252016Assets 2017: $179,088Liabilities 2017: $0Net Assets 2017: $179,0882017Assets 2018: $199,217Liabilities 2018: $0Net Assets 2018: $199,2172018Assets 2019: $220,880Liabilities 2019: $0Net Assets 2019: $220,8802019Assets 2020: $221,596Liabilities 2020: $0Net Assets 2020: $221,5962020Assets 2021: $220,821Liabilities 2021: $0Net Assets 2021: $220,8212021Assets 2022: $219,503Liabilities 2022: $0Net Assets 2022: $219,5032022Assets 2023: $220,343Liabilities 2023: $0Net Assets 2023: $220,3432023Assets 2024: $222,976Liabilities 2024: $0Net Assets 2024: $222,9762024

Highlighted filing

2021

Assets$220,821
Liabilities$0
Net Assets$220,821
Open 2021 Filing

Operations Trend

Revenue Growth38th percentile

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

$60K$40K$20K$0-$20KRevenue 2015: $56,396Expenses 2015: $24,676Net Income 2015: $31,7202015Revenue 2016: $58,777Expenses 2016: $16,265Net Income 2016: $42,5122016Revenue 2017: $42,428Expenses 2017: $18,665Net Income 2017: $23,7632017Revenue 2018: $40,510Expenses 2018: $20,381Net Income 2018: $20,1292018Revenue 2019: $45,058Expenses 2019: $23,395Net Income 2019: $21,6632019Revenue 2020: $6,631Expenses 2020: $5,915Net Income 2020: $7162020Revenue 2021: $6,077Expenses 2021: $6,852Net Income 2021: -$7752021Revenue 2022: $6,833Expenses 2022: $8,151Net Income 2022: -$1,3182022Revenue 2023: $5,575Expenses 2023: $4,735Net Income 2023: $8402023Revenue 2024: $10,028Expenses 2024: $7,395Net Income 2024: $2,6332024

Highlighted filing

2021

Revenue$6,077
Expenses$6,852
Net Income-$775
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 8, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE H SHUMANSec/Treas-$0--
GRANT P H SHUMANPresident-$0--
EDWARD S SHUMANVice-Preside-$0--
JONATHAN S SHUMANVice-Preside-$0--
Filing and Contact Details

Filer

Filer Name
The Willy Foundation Inc
EIN
27-0839151
Phone
3043424453
Address
1412 SWEETBRIER ROAD, CHARLESTON, WV 25314

Signing Officer

Name
Grant P H Shuman
Title
President
Phone
3043424453
Signed
2022-11-08

Preparer

Firm
Ellis & Ellis Pllc
Address
500 VIRGINIA ST E STE 1000, CHARLESTON, WV 25301
Preparer
Michael C Ellis
Phone
3043424169
Raw XML Appendix250 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/AccountingFeesDetail/Amt0925
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt084
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0UNREALIZED INVESTMENT GAIN
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0218
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0302
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05775
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt084
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-775
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05927
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0218
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06852
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06852
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06852
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-775
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0220821
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0221596
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0220821
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt010904
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010904
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt010904
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010908
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/DistributableAmountGrp/TotalTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt04
IRS990PF/FMVAssetsEOYAmt0220822
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0220274
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0219197
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0219198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01322
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01624
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01624
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0221596
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0220821
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0221596
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0220821
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0220822
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0221596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0220821
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0221596
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0220821
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0221480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0220216
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01264
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03322
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt010908
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0218158
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0221480
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE H SHUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1GRANT P H SHUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWARD S SHUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JONATHAN S SHUMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SEC/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRESIDE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01412 SWEETBRIER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11575 SMITH ROAD APT 5
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt271 COTTAGE STREET 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31412 SWEETBRIER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW HAVEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CHARLESTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd025314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd125314
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd206520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd325314
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06852
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06852
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JANE SHUMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01412 SWEETBRIER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLESTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025314
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03045421599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.THEWILLYFOUNDATION.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0ALL ACTIVITIES DIRECTLY RELATED TO EXEMPT PURPOSE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0FOR GRANTS - NAME, ADDRESS, CONTACT INFO, HISTORY OF THE ORGANIZATION, AMOUNT OF GRANT REQUESTED, TOTAL BUDGET, OTHER SOURCES OF FUNDS, PROPOSED USE, HOW AND BY WHOM ADMINISTERED, WHY NECESSARY, WHO WILL BE SERVED, HOW CHARITABLE PURPOSE IS FUTHERED, HOW THE PROGRAM WILL BE EVALUATED, TOTAL OPERATING BUDGET, CURRENT FINANCIAL STATEMENTS, COPY OF TAX-EXEMPT STATUS, IRS LISTING, GENERAL PROGRAM INFORMATION INCLUDING OBJECTIVES, CURRENT ACTIVITIES, FACTORS IMPEDING OR CONTRIBUTING TO THE SUCCESS OF THE GRANT, FUTURE PLANS, ADDITIONAL FUNDING, BUDGET AND ANY OTHER PERTINENT INFORMATION. FOR SCHOLARSHIPS - NAME, ADDRESS, CONTACT INFO, DATE OF BIRTH, CURRENT SCHOLASTIC INFORMATION, GRADUATION DATE, GPA, EXTRACURRICULAR ACTIVITIES AND HONORS, INTENDED POST-SECONDARY SCHOOL, MAJOR, MINOR, FIELD OF STUDY, ATTENDANCE STATUS, HOUSING STATUS, OTHER POST-SECONDARY SCHOOLS ATTENDED, ESTIMATED COST OF ATTENDANCE, ESTIMATED SOURCES OF FINANCIAL AID, COPY OF ACCEPTANCE LETTER, CERTIFIED HIGH SCHOOL ACA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MRS JANE SHUMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03043424453
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01412 SWEETBRIER ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHARLESTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd025314
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERALLY LIMITED TO SOUTHERN WEST VIRGINIA ALTHOUGH OTHER GEOGRAPHIC AREAS CAN BE CONSIDERED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FOR GRANTS - NO SPECIFIC DEADLINE. FOR SCHOLARSHIPS - MARCH 1 OF EACH YEAR.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06852
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011241
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010464
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt016213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012161
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034947
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013242
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011241
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010464
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06852
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt047108
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051160
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE, POSTAGE & WEB
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4WAS TRAIL MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0772
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1641
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2134
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt34380
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0772
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1641
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2134
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt34380
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0218
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNREALIZED INVESTMENT GAIN
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0218
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0218
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT P H SHUMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03043424453
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0270839151
ReturnHeader/Filer/PhoneNum03043424453
ReturnHeader/Filer/USAddress/AddressLine1Txt01412 SWEETBRIER ROAD
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025314
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS & ELLIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 VIRGINIA ST E STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043424169
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL C ELLIS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-08T16:56:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRANT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHUMAN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$220,821
Liabilities
$0
Net assets
$220,821
Revenue
$6,077
Expenses
$6,852
Net income
-$775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.07$0.08$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06$0.07$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.07$0.06$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.45$0.23$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.41$0.20$0.20
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.42$0.19$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.59$0.16$0.43
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.56$0.25$0.32