Nonprofit · EIN 46-6906747
DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR
Also known as DONALD L WILLEN TTEE
Tax-exempt · ROCHESTER, MI 48306
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $10,000 | $10,275 | -$275 | $2,300 | $0 | $2,300 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $10,000
Expenses
- Grants and similar amounts paid
- $10,250
- Disbursements for charitable purposes
- $10,250
Balance sheet and other
- Total assets, start of year
- $2,575
- Total assets, end of year
- $2,300
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,300
- Fair market value of assets
- $2,300
- Qualifying distributions
- $10,250
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD WILLEN 5793 IRIS CT, ROCHESTER, MI 483061340 | TRUSTEE | 0 | $0 |
| JOANNE WILLEN 5793 IRIS CT, ROCHESTER, MI 483061340 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5793 IRIS CT, ROCHESTER, MI 48306-1340
- Signed the 990-PF
- DONALD WILLEN, TRUSTEE
- Phone
- (248) 625-7532
- Return prepared by
- PORVIN BURNSTEIN & GARELIK PLLC
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-6906747
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,300
- Income (IRS master file)
- $10,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $10,000 | $10,275 | $2,300 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 46-6906747).
Questions about DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR
- What is the EIN of DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR?
- The employer identification number (EIN) of DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR is 46-6906747.
- Is DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR 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 DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR?
- The 990-PF for the year ended December 31, 2023 lists 2 people; 0 received compensation from the organization.
- How much revenue does DONALD AND JOANNE WILLEN CHARITABLE FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $10,000, expenses of $10,275 and total assets of $2,300 at year end.
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