Nonprofit · EIN 86-1369502
WINDY WILLOW FOUNDATION
Tax-exempt · ROCKFORD, MI 49341
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,783 | $37,014 | $769 | $21,799 | $0 | $21,799 |
| December 31, 2024 | 990-PF | $43,399 | $39,603 | $3,796 | $21,007 | $0 | $21,007 |
| December 31, 2023 | 990-PF | $51,091 | $51,116 | -$25 | $17,211 | $0 | $17,211 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,948
- Other income
- $34,835
Expenses
- Grants and similar amounts paid
- $12,169
- Disbursements for charitable purposes
- $37,014
- Excise tax on investment income
- $39
Balance sheet and other
- Total assets, start of year
- $21,007
- Total assets, end of year
- $21,799
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,799
- Fair market value of assets
- $21,799
- Qualifying distributions
- $37,014
- Net investment income
- $12,673
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David V Halvorson 6626 Woodhills Drive NE, Rockford, MI 49341 | President - Chairman | 4 | $0 |
| David G Halvorson 8695 Frederick Drive, Washington, MI 48094 | Treasurer | 4 | $0 |
| Marisa Lucido 13266 Demil Ave, Romeo, MI 48065 | Secretary | 1 | $0 |
| Anna Swartz 109 Rosemary Street, Lapeer, MI 48446 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David V Halvorson 6626 Woodhills Drive NE, Rockford, MI 49341 | President - Chairman | 8 | $0 |
| David G Halvorson 8695 Frederick Drive, Washington, MI 48094 | Treasurer | 4 | $0 |
| Marisa Lucido 13266 Demil Ave, Romeo, MI 48065 | Secretary | 4 | $0 |
| Anna Swartz 109 Rosemary Street, Lapeer, MI 48446 | Vice President | 4 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David V Halvorson 6626 Woodhills Drive NE, Rockford, MI 49341 | President - Chairman | 10 | $0 |
| David G Halvorson 8695 Frederick Drive, Washington, MI 48094 | Treasurer | 5 | $0 |
| Anna Swartz 109 Rosemary Street, Lapeer, MI 48446 | Vice President | 5 | $0 |
| Marisa Lucido 13266 Demil Drive, Bruce Twp, MI 48065 | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 6626 WOODHILLS DR NE, ROCKFORD, MI 49341-7034
- In care of
- % DAVID VINCENT HALVORSON
- Signed the 990-PF
- David G Halvorson, Treasurer
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 | 990-PF 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
- 86-1369502
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $21,799
- Income (IRS master file)
- $37,783
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,783 | $37,014 | $21,799 | IRS |
| 990-PF | December 2024 | $43,399 | $39,603 | $21,007 | XML |
| 990-PF | December 2023 | $51,091 | $51,116 | $17,211 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 86-1369502).
Questions about WINDY WILLOW FOUNDATION
- What is the EIN of WINDY WILLOW FOUNDATION?
- The employer identification number (EIN) of WINDY WILLOW FOUNDATION is 86-1369502.
- Is WINDY WILLOW FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to WINDY WILLOW FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does WINDY WILLOW FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WINDY WILLOW FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WINDY WILLOW FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WINDY WILLOW FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WINDY WILLOW FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,783, expenses of $37,014 and total assets of $21,799 at year end.
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