Nonprofit · EIN 81-4753669
WILLOW BRANCH FOUNDATION
Tax-exempt · BOCA RATON, FL 33432
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $122,540 | $124,274 | -$1,734 | $1,718,896 | $0 | $1,718,896 |
| May 31, 2025 | 990-PF | $122,591 | $122,804 | -$213 | $1,743,569 | $0 | $1,743,569 |
| May 31, 2024 | 990-PF | $78,487 | $129,400 | -$50,913 | $1,770,396 | $0 | $1,770,396 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $80,292
- Net gain from sales of assets
- $42,248
Expenses
- Grants and similar amounts paid
- $120,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $121,970
- Excise tax on investment income
- $1,703
Balance sheet and other
- Total assets, start of year
- $1,743,569
- Total assets, end of year
- $1,718,896
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,718,896
- Fair market value of assets
- $3,352,909
- Qualifying distributions
- $121,970
- Net investment income
- $122,540
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C LUCE 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
| DONALD E BAKER 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
990-PF for the year ended May 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C LUCE 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
| DONALD E BAKER 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
990-PF for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C LUCE 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
| DONALD E BAKER 1515 SOUTH FEDERAL HIGHWAY SUITE201, BOCA RATON, FL 334327404 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1515 S FEDERAL HWY STE 201, BOCA RATON, FL 33432-7451
- In care of
- % JOHN LUCE
- Signed the 990-PF
- JOHN LUCE, TRUSTEE
- Phone
- (561) 395-2600
- Return prepared by
- LERROSARBEY 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-4753669
- 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
- 2017
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,718,896
- Income (IRS master file)
- $122,541
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $122,540 | $124,274 | $1,718,896 | XML |
| 990-PF | May 2025 | $122,591 | $122,804 | $1,743,569 | XML |
| 990-PF | May 2024 | $78,487 | $129,400 | $1,770,396 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | 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 81-4753669).
Questions about WILLOW BRANCH FOUNDATION
- What is the EIN of WILLOW BRANCH FOUNDATION?
- The employer identification number (EIN) of WILLOW BRANCH FOUNDATION is 81-4753669.
- Is WILLOW BRANCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to WILLOW BRANCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLOW BRANCH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLOW BRANCH FOUNDATION due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLOW BRANCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of WILLOW BRANCH FOUNDATION?
- The 990-PF for the year ended May 31, 2026 lists 2 people; 0 received compensation from the organization.
- How much revenue does WILLOW BRANCH FOUNDATION have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $122,540, expenses of $124,274 and total assets of $1,718,896 at year end.
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