Nonprofit · EIN 10-0003568
WILLOW CREEK CHARITABLE FOUNDATION
Also known as ARMS JONATHAN D TTEE
Tax-exempt · MARION, MA 02738
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $189,827 | $169,071 | $20,756 | $2,312,786 | $1,345 | $2,311,441 |
| December 31, 2023 | 990-PF | $363,379 | $199,517 | $163,862 | $2,292,030 | $1,345 | $2,290,685 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $62,749
- Interest
- $389
- Net gain from sales of assets
- $126,689
Expenses
- Grants and similar amounts paid
- $127,837
- Disbursements for charitable purposes
- $127,962
- Excise tax on investment income
- $3,386
Balance sheet and other
- Total assets, start of year
- $2,292,030
- Total assets, end of year
- $2,312,786
- Total liabilities, end of year
- $1,345
- Net assets, end of year
- $2,311,441
- Fair market value of assets
- $3,335,042
- Qualifying distributions
- $127,962
- Net investment income
- $279,701
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN S ARMS 8401 ST MARTINS LANE, PHILADELPHIA, PA 19118 | TRUSTEE | 1 | $0 |
| ALEXANDER D BOGEL 20 STODDARD ROAD, SHELBURNE, MA 01370 | TRUSTEE | 1 | $0 |
| LYNDA DW BOGEL 25 RENWICK HEIGHTS ROAD, ITHACA, NY 14850 | TRUSTEE | 1 | $0 |
| JEFFREY H PARCELLS MD 15127 WINDMILL POINT DRIVE, GROSSE POINTE PARK, MI 48230 | TRUSTEE | 1 | $0 |
| STEVEN J PARCELLS 11204 SPUR WHEEL LANE, POTOMAC, MD 208541264 | TRUSTEE | 1 | $0 |
| ELIZABETH R SHIELDS 23 VINE STREET, MARION, MA 02738 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen S Arms 8401 St Martins Lane, Philadelphia, PA 19118 | Trustee | 0 | $0 |
| Alexander D Bogel 20 Stoddard Road, Shelburne, MA 01370 | Trustee | 0 | $0 |
| Lynda DW Bogel 25 Renwick Heights Road, Ithaca, NY 14850 | Trustee | 0 | $0 |
| Jeffrey H Parcells MD 15127 Windmill Point Drive, Grosse Pointe Park, MI 48230 | Trustee | 0 | $0 |
| Steven J Parcells 11204 Spur Wheel Lane, Potomac, MD 208541264 | Trustee | 0 | $0 |
| Elizabeth R Shields 23 Vine Street, Marion, MA 02738 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 576, MARION, MA 02738-0010
- In care of
- % JONATHAN D ARMS
- Signed the 990-PF
- ELIZABETH R SHIELDS, TRUSTEE
- Phone
- (508) 748-0800
- Return prepared by
- BEACON ADVISORS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 10-0003568
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,312,786
- Income (IRS master file)
- $425,602
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $189,827 | $169,071 | $2,312,786 | IRS |
| 990-PF | December 2023 | $363,379 | $199,517 | $2,292,030 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 10-0003568).
Questions about WILLOW CREEK CHARITABLE FOUNDATION
- What is the EIN of WILLOW CREEK CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WILLOW CREEK CHARITABLE FOUNDATION is 10-0003568.
- Is WILLOW CREEK CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WILLOW CREEK CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLOW CREEK CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLOW CREEK CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLOW CREEK CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLOW CREEK CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does WILLOW CREEK CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $189,827, expenses of $169,071 and total assets of $2,312,786 at year end.
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All nonprofits in MARION · Massachusetts · Philanthropy, voluntarism and grantmaking foundations